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: 0001564770
申報總市值
US$12.3億
US$12.3億
209 檔
22.1%
根據最新整理的 13F 季度數據集，Oxbow Advisors, LLC 於 Q2 2025 結束時的管理資產規模為 US$12.3億。該機構在本季度申報了 209 檔美股持倉，呈現出該時期的主要投資地圖。
Q2 2025 的申報記錄反映 Oxbow Advisors, LLC 的板塊替換策略：機構本季推動了 28 筆增持與 22 筆減持，籌碼呈現明顯的結構重組。
整體而言，Oxbow Advisors, LLC 的前 5 大持股（包含 TBIL, IAU, EPD）貢獻了組合市值的 22.1%，形成該機構在 Q2 2025 季度的基本面基石。
本季最大新建倉標的
APA
市值: US$787.6萬
本季最大獲利了結 / 清倉標的
EDV
前期市值: US$6391.4萬
僅顯示前 200 大持股（共 209 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 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 11.26% | -0.01% | -20.08% | |
| 2 | IAU | Ishares Gold Trust | ETF-避險與商品 | 6.45% | -0.35% | -2.20% | |
| 3 | EPD | Enterprise Products Partners | 股票-能源 | 4.55% | -0.30% | -1.18% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.49% | -0.04% | -1.32% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.96% | +0.26% | +15.00% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.75% | +0.40% | +0.07% | |
| 7 | MPLX | Mplx LP | 股票-能源 | 2.27% | -0.09% | -0.02% | |
| 8 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.23% | -0.30% | -3.03% | |
| 9 | MCO | Moody's CORP | 股票-金融 | 1.77% | +0.01% | +1.58% | |
| 10 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 1.68% | +0.01% | -0.03% | |
| 11 | RGLD | Royal Gold Inc | 股票-原物料 | 1.67% | -0.24% | -26.34% | |
| 12 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.67% | -0.02% | +1.29% | |
| 13 | COP | Conocophillips | 股票-能源 | 1.61% | -0.21% | +369.10% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.47% | — | +1.62% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.46% | +0.11% | +18.64% | |
| 16 | PAAS | Pan American Silver CORP | 股票-原物料 | 1.40% | -0.01% | +34.28% | |
| 17 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.34% | +0.02% | +0.04% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.31% | -0.29% | +633.35% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.08% | -0.25% | +0.82% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 0.98% | -0.01% | +2.98% | |
| 21 | ET | Energy Transfer LP | 股票-能源 | 0.97% | -0.03% | +3.51% | |
| 22 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.97% | +0.12% | +11.33% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 0.97% | — | +2.84% | |
| 24 | UL | Unilever PLC | 股票-非循環性消費 | 0.91% | — | +1.27% | |
| 25 | UGI | Ugi CORP | 股票-公用事業 | 0.90% | -0.05% | +0.48% | |
| 26 | APA | Apa CORP | 股票-能源 | 0.86% | — | — | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.81% | -0.11% | +1.73% | |
| 28 | RMD | Resmed Inc | 股票-醫療保健 | 0.77% | -0.08% | +116.81% | |
| 29 | NGDN | New Gold Inc | 股票-其他 | 0.77% | — | +403.56% | |
| 30 | MTDR | Matador Resources Co | 股票-能源 | 0.75% | -0.20% | — | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.75% | +0.01% | +2.90% | |
| 32 | CI | THE Cigna Group | 股票-醫療保健 | 0.73% | — | +2.60% | |
| 33 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.73% | +0.01% | +3.35% | |
| 34 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.72% | -0.23% | -46.89% | |
| 35 | LNC | Lincoln National CORP | 股票-金融 | 0.72% | — | — | |
| 36 | TPYP | Tortoise North American Pipe | ETF-其他 | 0.71% | -0.02% | — | |
| 37 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.71% | +0.05% | +1.94% | |
| 38 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 0.70% | -0.01% | +0.98% | |
| 39 | FRO | Frontline plc | 股票-其他 | 0.70% | — | — | |
| 40 | MOS | Mosaic Co/the | 股票-原物料 | 0.70% | — | -16.56% | |
| 41 | NOG | Northern Oil And Gas Inc | 股票-能源 | 0.68% | — | — | |
| 42 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.67% | -0.08% | +2.02% | |
| 43 | MAS | Masco CORP | 股票-工業 | 0.67% | +0.13% | +125.30% | |
| 44 | NTR | Nutrien LTD | 股票-原物料 | 0.67% | -0.98% | EXIT | |
| 45 | LNG | Cheniere Energy Inc | 股票-能源 | 0.66% | -0.23% | +0.31% | |
| 46 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.66% | -0.01% | +142.27% | |
| 47 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.65% | -0.02% | +785.74% | |
| 48 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.62% | -0.03% | +4.00% | |
| 49 | EOG | Eog Resources Inc | 股票-能源 | 0.61% | -0.08% | +2.49% | |
| 50 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.60% | -0.04% | -0.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COP | Conocophillips | +1.2% | +369.10% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.2% | -1.32% | 減碼 |
| 3 | CVX | Chevron CORP | +1.1% | +633.35% | 加碼 |
| 4 | APA | Apa CORP | +0.9% | NEW | 新建倉 |
| 5 | MTDR | Matador Resources Co | +0.8% | NEW | 新建倉 |
| 6 | LNC | Lincoln National CORP | +0.7% | NEW | 新建倉 |
| 7 | TPYP | Tortoise North American Pipe | +0.7% | NEW | 新建倉 |
| 8 | FRO | Frontline plc | +0.7% | NEW | 新建倉 |
| 9 | NOG | Northern Oil And Gas Inc | +0.7% | NEW | 新建倉 |
| 10 | NGDN | New Gold Inc | +0.7% | +403.56% | 加碼 |
| 11 | PAAS | Pan American Silver CORP | +0.5% | +34.28% | 加碼 |
| 12 | RMD | Resmed Inc | +0.5% | +116.81% | 加碼 |
| 13 | TNK | Teekay Tankers Ltd. | +0.5% | NEW | 新建倉 |
| 14 | IAU | Ishares Gold Trust | +0.4% | -2.20% | 減碼 |
| 15 | GOOG | Alphabet Inc-cl C | +0.4% | +0.07% | 加碼 |
| 16 | MTD | Mettler-toledo International | +0.4% | +142.27% | 加碼 |
| 17 | MAS | Masco CORP | +0.4% | +125.30% | 加碼 |
| 18 | OTIS | Otis Worldwide CORP | +0.3% | NEW | 新建倉 |
| 19 | YUM | Yum! Brands Inc | +0.3% | +992.70% | 加碼 |
| 20 | ABBV | Abbvie Inc | +0.3% | +227.45% | 加碼 |
| 21 | V | Visa Inc-class A Shares | +0.3% | +18.64% | 加碼 |
| 22 | NOW | Servicenow Inc | +0.3% | +2.84% | 加碼 |
| 23 | AAPL | Apple Inc | +0.3% | +15.00% | 加碼 |
| 24 | BA 6 10-15-27債券 | Boeing Co/the | +0.3% | -0.03% | 減碼 |
| 25 | MCO | Moody's CORP | +0.2% | +1.58% | 加碼 |
| 26 | AEM | Agnico Eagle Mines LTD | +0.2% | -3.03% | 減碼 |
| 27 | BKNG | Booking Holdings Inc | +0.2% | +2.02% | 加碼 |
| 28 | UGI | Ugi CORP | +0.1% | +0.48% | 加碼 |
| 29 | AVGO | Broadcom Inc | +0.1% | -5.55% | 減碼 |
| 30 | MOS | Mosaic Co/the | +0.1% | -16.56% | 減碼 |
| 31 | NVDA | Nvidia CORP | +0.1% | +6.15% | 加碼 |
| 32 | B | Barrick Mining CORP | +0.1% | NEW | 新建倉 |
| 33 | MPLX | Mplx LP | 0% | -0.02% | 減碼 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | +0.82% | 加碼 |
| 35 | ABX | Barrick Gold CORP | -0.1% | EXIT | 清倉 |
| 36 | REGN | Regeneron Pharmaceuticals | -0.2% | EXIT | 清倉 |
| 37 | GLD | Spdr Gold Shares | -0.3% | -40.21% | 減碼 |
| 38 | EPD | Enterprise Products Partners | -0.4% | -1.18% | 減碼 |
| 39 | RGLD | Royal Gold Inc | -0.4% | -26.34% | 減碼 |
| 40 | CNC | Centene CORP | -0.4% | EXIT | 清倉 |
| 41 | ORLY | O'reilly Automotive Inc | -0.5% | +785.74% | 加碼 |
| 42 | SLV | Ishares Silver Trust | -0.5% | -46.89% | 減碼 |
| 43 | LYB | LyondellBasell Industries N.V. | -0.6% | EXIT | 清倉 |
| 44 | NEM | Newmont CORP | -0.7% | -96.22% | 減碼 |
| 45 | TPYP | Tortoise North American Pipeline Fund | -0.8% | EXIT | 清倉 |
| 46 | DOC | Healthpeak Properties Inc | -0.8% | EXIT | 清倉 |
| 47 | WFC 7.5 PERP L債券 | Wells Fargo & Company | -0.9% | -94.90% | 減碼 |
| 48 | GILD | Gilead Sciences Inc | -0.9% | EXIT | 清倉 |
| 49 | TBIL | F/m US Treasury 3 Month Bill | -2.4% | -20.08% | 減碼 |
| 50 | EDV | Vanguard Extended Dur Treas | -6.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Oxbow Advisors, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$12.3億，共申報了 209 個公開持股部位。
在 Q2 2025 季度，Oxbow Advisors, LLC 按市值排列的前三大核心持股分別為：TBIL (11.3%)、IAU (6.5%)、EPD (4.5%)。其中最大持股部位 TBIL 佔據整體投資組合約 11.3% 的權重。
在 Q2 2025 季度中，Oxbow Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 19 個部位、減碼 14 個部位以及清倉 8 個部位。 其中最大新建倉標的為 APA。 本季清倉部位包含 EDV。
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。