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: 0001767471
申報總市值
US$75.4億
US$75.4億
388 檔
28.1%
Ossiam 在 Q4 2025 季度的美股部位總計估值為 US$75.4億，分散於 388 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2025 申報觀察，Ossiam 採取防禦導向的調倉策略，本季減碼 56 檔個股並出清 100 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Ossiam 的前 5 大核心持股（包含 AMD, BRK-B, TSLA 等）合計佔整體申報市值的 28.1%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
XOM
市值: US$798.3萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$2.8億
僅顯示前 200 大持股（共 388 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 | AMD | Advanced Micro Devices | 股票-科技 | 12.17% | -10.02% | +28.52% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.71% | -3.44% | +21.50% | |
| 3 | TSLA | Tesla Inc | 股票-循環性消費 | 9.32% | -2.81% | -4.45% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.84% | -1.77% | -19.83% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 5.20% | +1.92% | -52.83% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.74% | -1.56% | -46.07% | |
| 7 | ADBE | Adobe Inc | 股票-科技 | 2.29% | -0.57% | -23.97% | |
| 8 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.94% | -0.61% | +89.75% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.79% | -0.02% | +288.63% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.39% | +0.10% | -3.02% | |
| 11 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.36% | +0.03% | +82.53% | |
| 12 | FLUT | Flutter Entertainment plc | 股票-循環性消費 | 1.35% | +0.53% | +75.19% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.27% | -0.30% | -8.24% | |
| 14 | MDB | Mongodb Inc | 股票-科技 | 1.27% | -0.02% | +0.26% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.21% | -3.88% | -54.35% | |
| 16 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.20% | -0.23% | +6.35% | |
| 17 | UBER | Uber Technologies Inc | 股票-工業 | 1.17% | -0.49% | -6.36% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 1.11% | -0.09% | +685.72% | |
| 19 | FTNT | Fortinet Inc | 股票-科技 | 1.10% | +0.66% | -2.97% | |
| 20 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.05% | -0.29% | +5.94% | |
| 21 | ADSK | Autodesk Inc | 股票-科技 | 1.03% | -0.67% | +20.90% | |
| 22 | ROKU | Roku Inc | 股票-通訊服務 | 1.00% | -0.77% | EXIT | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.99% | +0.05% | +97.63% | |
| 24 | CZR | Caesars Entertainment Inc | 股票-循環性消費 | 0.92% | -0.71% | +4.26% | |
| 25 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.90% | -0.22% | +26.67% | |
| 26 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.88% | -0.14% | +8.96% | |
| 27 | QRVO | Qorvo Inc | 股票-科技 | 0.78% | +0.10% | +1.47% | |
| 28 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.76% | -0.46% | +53.45% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.74% | -0.29% | -20.54% | |
| 30 | AMAT | Applied Materials Inc | 股票-科技 | 0.72% | +0.09% | +264.16% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.70% | -0.18% | +677.29% | |
| 32 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.67% | -0.05% | -1.63% | |
| 33 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.66% | -0.10% | +0.01% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.66% | -0.59% | +13.67% | |
| 35 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.65% | -0.20% | -0.04% | |
| 36 | EQIX | Equinix Inc | 股票-房地產 | 0.61% | -0.01% | +170.18% | |
| 37 | NFLX | Netflix Inc | 股票-通訊服務 | 0.56% | -0.29% | +271.56% | |
| 38 | APP | Applovin Corp-class A | 股票-科技 | 0.53% | +0.03% | +101.09% | |
| 39 | CNX | Cnx Resources CORP | 股票-能源 | 0.49% | -0.16% | — | |
| 40 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 0.46% | -0.36% | EXIT | |
| 41 | COF | Capital One Financial CORP | 股票-金融 | 0.46% | — | +652.55% | |
| 42 | ALAB | Astera Labs Inc | 股票-科技 | 0.45% | +0.16% | -17.28% | |
| 43 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.45% | -0.43% | -12.63% | |
| 44 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 0.40% | -0.03% | -14.55% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | +0.16% | -2.27% | |
| 46 | WELL | Welltower Inc | 股票-房地產 | 0.37% | — | +757.61% | |
| 47 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.33% | — | -0.25% | |
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.31% | -0.06% | +384.73% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.31% | +0.83% | +46.60% | |
| 50 | ✓ | On Holding AG | 股票-其他 | 0.30% | -0.39% | +121.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +7.6% | +28.52% | 加碼 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +4.6% | +21.50% | 加碼 |
| 3 | TSLA | Tesla Inc | +3.1% | -4.45% | 減碼 |
| 4 | COST | Costco Wholesale CORP | +1.5% | +288.63% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +1.4% | -19.83% | 減碼 |
| 6 | PLTR | Palantir Technologies Inc-a | +1.3% | +89.75% | 加碼 |
| 7 | MA | Mastercard Inc - A | +1% | +685.72% | 加碼 |
| 8 | PYPL | Paypal Holdings Inc | +0.8% | +82.53% | 加碼 |
| 9 | FLUT | Flutter Entertainment plc | +0.8% | +75.19% | 加碼 |
| 10 | MDB | Mongodb Inc | +0.7% | +0.26% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.7% | -3.02% | 減碼 |
| 12 | META | Meta Platforms Inc-class A | +0.6% | +97.63% | 加碼 |
| 13 | ORCL | Oracle CORP | +0.6% | +677.29% | 加碼 |
| 14 | AMAT | Applied Materials Inc | +0.6% | +264.16% | 加碼 |
| 15 | ISRG | Intuitive Surgical Inc | +0.5% | +26.67% | 加碼 |
| 16 | ULTA | Ulta Beauty Inc | +0.5% | +5.94% | 加碼 |
| 17 | EQIX | Equinix Inc | +0.5% | +170.18% | 加碼 |
| 18 | SHOP | Shopify Inc - Class A | +0.5% | +53.45% | 加碼 |
| 19 | ADSK | Autodesk Inc | +0.4% | +20.90% | 加碼 |
| 20 | COF | Capital One Financial CORP | +0.4% | +652.55% | 加碼 |
| 21 | APP | Applovin Corp-class A | +0.4% | +101.09% | 加碼 |
| 22 | MELI | Mercadolibre Inc | +0.4% | +6.35% | 加碼 |
| 23 | ADBE | Adobe Inc | +0.3% | -23.97% | 減碼 |
| 24 | WELL | Welltower Inc | +0.3% | +757.61% | 加碼 |
| 25 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | -8.24% | 減碼 |
| 26 | FTNT | Fortinet Inc | +0.3% | -2.97% | 減碼 |
| 27 | GS | Goldman Sachs Group Inc | +0.3% | +13.67% | 加碼 |
| 28 | ABT | Abbott Laboratories | +0.3% | +384.73% | 加碼 |
| 29 | KEYS | Keysight Technologies In | +0.3% | +848.49% | 加碼 |
| 30 | CZR | Caesars Entertainment Inc | +0.3% | +4.26% | 加碼 |
| 31 | DASH | Doordash Inc - A | +0.3% | +8.96% | 加碼 |
| 32 | ✓ | On Holding AG | +0.2% | +121.84% | 加碼 |
| 33 | UBER | Uber Technologies Inc | +0.2% | -6.36% | 減碼 |
| 34 | ABBV | Abbvie Inc | +0.2% | +88.28% | 加碼 |
| 35 | JPM | Jpmorgan Chase & Co | +0.2% | +46.60% | 加碼 |
| 36 | SNDK | Sandisk CORP | +0.2% | — | 不變 |
| 37 | REGN | Regeneron Pharmaceuticals | +0.1% | +12.79% | 加碼 |
| 38 | NVR | Nvr Inc | +0.1% | +960.49% | 加碼 |
| 39 | ALC | Alcon Inc. | +0.1% | +120.50% | 加碼 |
| 40 | NWSA | News CORP - Class A | +0.1% | +502.94% | 加碼 |
| 41 | PFG | Principal Financial Group | +0.1% | +967.51% | 加碼 |
| 42 | GPN | Global Payments Inc | +0.1% | +385.29% | 加碼 |
| 43 | DDOG | Datadog Inc - Class A | 0% | -22.52% | 減碼 |
| 44 | ALAB | Astera Labs Inc | 0% | -17.28% | 減碼 |
| 45 | SE | Sea Ltd-adr | 0% | -0.25% | 減碼 |
| 46 | CEG | Constellation Energy | 0% | -37.04% | 減碼 |
| 47 | AZO | Autozone Inc | 0% | -24.89% | 減碼 |
| 48 | RACE | Ferrari N.V. | 0% | -20.87% | 減碼 |
| 49 | AXON | Axon Enterprise Inc | 0% | -32.15% | 減碼 |
| 50 | MRK | Merck & Co. Inc. | 0% | -62.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ossiam 在 Q4 2025 季度的美股持倉總市值約為 US$75.4億，共申報了 388 個公開持股部位。
在 Q4 2025 季度，Ossiam 按市值排列的前三大核心持股分別為：AMD (12.2%)、BRK-B (9.7%)、TSLA (9.3%)。其中最大持股部位 AMD 佔據整體投資組合約 12.2% 的權重。
在 Q4 2025 季度中，Ossiam 共進行了 199 項持倉異動，包含新建倉 8 個部位、加碼 35 個部位、減碼 56 個部位以及清倉 100 個部位。 其中最大新建倉標的為 XOM。 本季清倉部位包含 INTC。
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。
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。
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。