13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001977602
申報總市值
US$100.2億
US$100.2億
370 檔
20.2%
根據最新整理的 13F 季度數據集，Ofi Invest Asset Management 於 Q4 2025 結束時的管理資產規模為 US$100.2億。該機構在本季度申報了 370 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，Ofi Invest Asset Management 操作展現出積極擴展與加碼意向。本季共新建倉 7 個新部位，並對 29 個既有持股進行加碼（合計增持 36 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, NVDA）占據了總市值的 20.2%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 370 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 7.66% | +1.00% | +35.23% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.06% | -2.49% | +70.45% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.90% | -0.03% | -4.60% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.74% | +2.66% | +18.35% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 2.49% | +1.83% | +1353.31% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.24% | -1.09% | +0.99% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 2.10% | -0.69% | +70.60% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.02% | +2.04% | +667.82% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.85% | +0.97% | +16.63% | |
| 10 | AMAT | Applied Materials Inc | 股票-科技 | 1.77% | +0.52% | +3115.64% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.61% | -1.74% | -9.80% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.42% | +0.08% | +254.44% | |
| 13 | BLK | Blackrock Inc | 股票-金融 | 1.38% | -0.73% | +93.31% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | -0.19% | -23.31% | |
| 15 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.27% | -0.17% | +124.40% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.10% | -0.50% | +28.15% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 1.09% | -0.06% | +163.51% | |
| 18 | MS | Morgan Stanley | 股票-金融 | 1.08% | +0.08% | +27.69% | |
| 19 | COF | Capital One Financial CORP | 股票-金融 | 1.01% | +0.10% | -50.60% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.01% | -0.23% | +30.64% | |
| 21 | C | Citigroup Inc | 股票-金融 | 0.96% | -0.89% | +4877.15% | |
| 22 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.92% | — | — | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.90% | -0.23% | -3.81% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.88% | -0.36% | +25.78% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 0.86% | -0.60% | +2134.50% | |
| 26 | ICE | Intercontinental Exchange In | 股票-金融 | 0.79% | — | +51986.35% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.78% | -0.08% | +15.05% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.73% | -0.03% | -13.29% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.73% | +0.60% | +11.92% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.71% | -0.11% | +2.55% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.69% | -0.11% | -9.99% | |
| 32 | KKR | Kkr & Co Inc | 股票-金融 | 0.67% | -0.21% | +0.01% | |
| 33 | SLB | Slb LTD | 股票-能源 | 0.66% | -0.26% | -0.60% | |
| 34 | TRGP | Targa Resources CORP | 股票-能源 | 0.64% | -0.19% | -8.58% | |
| 35 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.63% | +1.01% | -1.52% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.63% | -0.10% | -19.77% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.62% | -0.19% | +1.37% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.60% | — | -22.57% | |
| 39 | XYL | Xylem Inc | 股票-工業 | 0.59% | -0.05% | +52.47% | |
| 40 | UBER | Uber Technologies Inc | 股票-工業 | 0.59% | -0.12% | +265.77% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.58% | +0.74% | -24.29% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.57% | -0.19% | — | |
| 43 | MLM | Martin Marietta Materials | 股票-原物料 | 0.57% | -0.06% | +33.99% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | +0.06% | +3.63% | |
| 45 | CAT | Caterpillar Inc | 股票-工業 | 0.55% | +0.37% | +5.40% | |
| 46 | COHR | Coherent CORP | 股票-科技 | 0.54% | -0.15% | — | |
| 47 | PLD | Prologis Inc | 股票-房地產 | 0.53% | -0.12% | -1.98% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.53% | +0.19% | -0.35% | |
| 49 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.53% | -0.12% | +2.00% | |
| 50 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.51% | -0.06% | -1.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.3% | +1353.31% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +1.7% | +667.82% | 加碼 |
| 3 | AMAT | Applied Materials Inc | +1.7% | +3115.64% | 加碼 |
| 4 | AAPL | Apple Inc | +1.4% | +70.45% | 加碼 |
| 5 | C | Citigroup Inc | +0.9% | +4877.15% | 加碼 |
| 6 | COST | Costco Wholesale CORP | +0.8% | +254.44% | 加碼 |
| 7 | ICE | Intercontinental Exchange In | +0.8% | +51986.35% | 加碼 |
| 8 | WFC | Wells Fargo & Co | +0.5% | +163.51% | 加碼 |
| 9 | GILD | Gilead Sciences Inc | +0.5% | +124.40% | 加碼 |
| 10 | CL | Colgate-palmolive Co | +0.5% | +35047.90% | 加碼 |
| 11 | FITB | Fifth Third Bancorp | +0.4% | +3240.82% | 加碼 |
| 12 | PEG | Public Service Enterprise Gp | +0.4% | +26506.68% | 加碼 |
| 13 | URI | United Rentals Inc | +0.4% | +22918.86% | 加碼 |
| 14 | VRTX | Vertex Pharmaceuticals Inc | +0.4% | +23572.60% | 加碼 |
| 15 | DE | Deere & Co | +0.4% | +1136.18% | 加碼 |
| 16 | BSX | Boston Scientific CORP | +0.4% | +3051.74% | 加碼 |
| 17 | CMI | Cummins Inc | +0.4% | +14839.50% | 加碼 |
| 18 | NOW | Servicenow Inc | +0.4% | +152946.46% | 加碼 |
| 19 | BDX | Becton Dickinson And Co | +0.4% | +2808.86% | 加碼 |
| 20 | HLT | Hilton Worldwide Holdings In | +0.4% | +20455.85% | 加碼 |
| 21 | TSLA | Tesla Inc | +0.3% | +70.60% | 加碼 |
| 22 | UBER | Uber Technologies Inc | +0.3% | +265.77% | 加碼 |
| 23 | LRCX | Lam Research CORP | +0.3% | +10881.20% | 加碼 |
| 24 | BLK | Blackrock Inc | +0.2% | +93.31% | 加碼 |
| 25 | GOOGL | Alphabet Inc-cl A | +0.2% | +18.35% | 加碼 |
| 26 | NFLX | Netflix Inc | +0.1% | +2134.50% | 加碼 |
| 27 | ISRG | Intuitive Surgical Inc | +0.1% | +28.15% | 加碼 |
| 28 | MS | Morgan Stanley | 0% | +27.69% | 加碼 |
| 29 | LLY | Eli Lilly & Co | -0.3% | -9.80% | 減碼 |
| 30 | PEP | Pepsico Inc | -0.5% | -93.49% | 減碼 |
| 31 | CMG | Chipotle Mexican Grill Inc | -0.5% | -75.69% | 減碼 |
| 32 | RSG | Republic Services Inc | -0.6% | -46.98% | 減碼 |
| 33 | DECK | Deckers Outdoor CORP | -0.7% | -98.93% | 減碼 |
| 34 | UNH | Unitedhealth Group Inc | -0.8% | -78.56% | 減碼 |
| 35 | UNP | Union Pacific CORP | -0.8% | -92.11% | 減碼 |
| 36 | EXC | Exelon CORP | -0.8% | -98.27% | 減碼 |
| 37 | ORCL | Oracle CORP | -0.9% | -26.64% | 減碼 |
| 38 | SCHW | Schwab (charles) CORP | -0.9% | -64.11% | 減碼 |
| 39 | JPM | Jpmorgan Chase & Co | -1.1% | -23.31% | 減碼 |
| 40 | BKNG | Booking Holdings Inc | -1.2% | -74.49% | 減碼 |
| 41 | MSFT | Microsoft CORP | -1.3% | +35.23% | 加碼 |
| 42 | COF | Capital One Financial CORP | -1.6% | -50.60% | 減碼 |
| 43 | NVDA | Nvidia CORP | -3.7% | -4.60% | 減碼 |
| 44 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建倉 |
| 45 | TJX | Tjx Companies Inc | — | NEW | 新建倉 |
| 46 | COHR | Coherent CORP | — | NEW | 新建倉 |
| 47 | Z | Zillow Group Inc - C | — | NEW | 新建倉 |
| 48 | APP | Applovin Corp-class A | — | NEW | 新建倉 |
| 49 | REGN | Regeneron Pharmaceuticals | — | NEW | 新建倉 |
| 50 | YUM | Yum! Brands Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Ofi Invest Asset Management 在 Q4 2025 季度的美股持倉總市值約為 US$100.2億，共申報了 370 個公開持股部位。
在 Q4 2025 季度，Ofi Invest Asset Management 按市值排列的前三大核心持股分別為：MSFT (7.7%)、AAPL (7.1%)、NVDA (6.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.7% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
PLTR
市值: US$6437.2萬
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$5.0億
在 Q4 2025 季度中，Ofi Invest Asset Management 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 29 個部位、減碼 14 個部位以及清倉 0 個部位。 其中最大新建倉標的為 PLTR。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。