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: 0001623678
申報總市值
US$5.0億
US$5.0億
168 檔
21.7%
在 Q3 2025 申報期間，Plimoth Trust Co LLC（CIK: 0001623678）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$5.0億，共持有 168 個公開申報部位。
Q3 2025 數據顯示 Plimoth Trust Co LLC 積極進場，新開立 5 個部位並同步加碼 23 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Plimoth Trust Co LLC 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合計佔整體申報市值的 21.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 6.21% | -0.39% | -2.55% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.20% | +0.12% | -0.91% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.46% | +0.12% | -3.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.48% | +0.33% | -3.52% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.20% | +0.09% | -0.90% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.10% | -0.08% | -4.71% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 1.78% | -0.38% | -1.76% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.66% | -0.19% | +0.45% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.65% | +0.02% | +1.42% | |
| 10 | AMAT | Applied Materials Inc | 股票-科技 | 1.61% | +1.66% | -1.90% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.47% | +0.37% | +3.92% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 1.46% | -0.05% | +1.02% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.44% | -0.56% | -7.88% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.43% | +0.20% | +3.00% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | -0.14% | -10.05% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.34% | -0.17% | -2.29% | |
| 17 | IQLT | Ishares Msci International Q | ETF-其他 | 1.27% | -0.06% | -5.04% | |
| 18 | CAT | Caterpillar Inc | 股票-工業 | 1.26% | +0.55% | -2.11% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.25% | +0.26% | +2.70% | |
| 20 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.24% | -0.13% | +7.77% | |
| 21 | PGX | Invesco Preferred ETF | ETF-其他 | 1.21% | -0.08% | +1.41% | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.19% | -0.27% | -1.25% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.13% | -0.11% | +0.14% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.13% | -0.07% | +5.88% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.12% | -0.24% | +11.08% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.09% | -0.39% | -6.05% | |
| 27 | T | At&t Inc | 股票-通訊服務 | 1.03% | -0.39% | -0.78% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.02% | — | -2.73% | |
| 29 | CB | Chubb Limited | 股票-金融 | 1.02% | -0.08% | +3.28% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 1.02% | +0.05% | -4.64% | |
| 31 | ETN | Eaton Corporation plc | 股票-工業 | 0.99% | +0.07% | -2.18% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.97% | -0.17% | -0.38% | |
| 33 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.95% | -0.16% | -0.00% | |
| 34 | GE | General Electric | 股票-工業 | 0.94% | +0.10% | -0.14% | |
| 35 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.93% | -0.13% | -2.07% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 0.93% | -0.15% | -2.02% | |
| 37 | AXP | American Express Co | 股票-金融 | 0.88% | +0.02% | +3.05% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.82% | +0.01% | +6.17% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | +0.07% | -0.65% | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.80% | -0.04% | +14.52% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.79% | -0.12% | -1.83% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | -0.05% | +7.55% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.77% | +0.03% | -5.60% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.76% | -0.04% | -0.91% | |
| 45 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.76% | +0.74% | +36.05% | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.75% | -0.08% | +2.54% | |
| 47 | UNP | Union Pacific CORP | 股票-工業 | 0.73% | — | +5.30% | |
| 48 | SYK | Stryker CORP | 股票-醫療保健 | 0.72% | -0.10% | +2.06% | |
| 49 | LIN | Linde plc | 股票-原物料 | 0.72% | -0.04% | -2.30% | |
| 50 | EMR | Emerson Electric Co | 股票-工業 | 0.69% | — | -1.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -3.78% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | -3.52% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.9% | -2.55% | 減碼 |
| 4 | AVGO | Broadcom Inc | +0.7% | +3.00% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +5.88% | 加碼 |
| 6 | PANW | Palo Alto Networks Inc | +0.3% | +36.05% | 加碼 |
| 7 | AMAT | Applied Materials Inc | +0.3% | -1.90% | 減碼 |
| 8 | CAT | Caterpillar Inc | +0.3% | -2.11% | 加碼 |
| 9 | GE | General Electric | +0.2% | -0.14% | 減碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.65% | 加碼 |
| 11 | GEV | GE Vernova Inc | +0.2% | -0.14% | 減碼 |
| 12 | AXP | American Express Co | +0.2% | +3.05% | 加碼 |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | -5.60% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | -4.71% | 減碼 |
| 15 | ETN | Eaton Corporation plc | +0.2% | -2.18% | 加碼 |
| 16 | XLK | Ss Technology Select Sector | +0.2% | +2.70% | 減碼 |
| 17 | RTX | Rtx CORP | +0.1% | -2.29% | 減碼 |
| 18 | ORCL | Oracle CORP | +0.1% | +0.15% | 加碼 |
| 19 | AMZN | Amazon.com Inc | +0.1% | -0.90% | 加碼 |
| 20 | BAC | Bank Of America CORP | +0.1% | -4.64% | 減碼 |
| 21 | XLC | Ss Comm Select Sector Spdr | 0% | +3.86% | 加碼 |
| 22 | EMR | Emerson Electric Co | 0% | -1.00% | 加碼 |
| 23 | TJX | Tjx Companies Inc | 0% | -0.00% | 減碼 |
| 24 | IBM | Intl Business Machines CORP | 0% | +6.17% | 加碼 |
| 25 | WMT | Walmart Inc | 0% | -1.76% | 減碼 |
| 26 | DIS | Walt Disney Co/the | — | -6.47% | 加碼 |
| 27 | AAPL | Apple Inc | 0% | -0.91% | 加碼 |
| 28 | QCOM | Qualcomm Inc | 0% | +1.02% | 加碼 |
| 29 | ADBE | Adobe Inc | 0% | +14.52% | 加碼 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +7.55% | 加碼 |
| 31 | MRK | Merck & Co. Inc. | 0% | +7.77% | 加碼 |
| 32 | PGX | Invesco Preferred ETF | 0% | +1.41% | 加碼 |
| 33 | IQLT | Ishares Msci International Q | -0.1% | -5.04% | 減碼 |
| 34 | ACN | Accenture plc | -0.1% | +4.33% | 加碼 |
| 35 | SYY | Sysco CORP | -0.2% | -34.17% | 減碼 |
| 36 | AGG | Ishares Core U.s. Aggregate | -0.2% | +0.45% | 加碼 |
| 37 | UPS | United Parcel Service-cl B | -0.2% | -7.22% | 減碼 |
| 38 | BMY | Bristol-myers Squibb Co | -0.2% | -5.66% | 減碼 |
| 39 | KO | Coca-cola Co/the | -0.2% | -0.91% | 減碼 |
| 40 | CMCSA | Comcast Corp-class A | -0.2% | -39.25% | 減碼 |
| 41 | CVX | Chevron CORP | -0.3% | -6.05% | 減碼 |
| 42 | PG | Procter & Gamble Co/the | -0.4% | +0.14% | 減碼 |
| 43 | XOM | Exxon Mobil CORP | -0.4% | -7.88% | 減碼 |
| 44 | UNH | Unitedhealth Group Inc | -0.5% | -2.04% | 加碼 |
| 45 | VNQ | Vanguard Real Estate ETF | -0.7% | -22.19% | 減碼 |
| 46 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新建倉 |
| 47 | GLD | Spdr Gold Shares | — | NEW | 新建倉 |
| 48 | WM | Waste Management Inc | — | NEW | 新建倉 |
| 49 | IWF | Ishares Russell 1000 Growth | — | NEW | 新建倉 |
| 50 | EFA | Ishares Msci Eafe ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Plimoth Trust Co LLC 在 Q3 2025 季度的美股持倉總市值約為 US$5.0億，共申報了 168 個公開持股部位。
在 Q3 2025 季度，Plimoth Trust Co LLC 按市值排列的前三大核心持股分別為：MSFT (6.2%)、AAPL (6.2%)、NVDA (5.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.2% 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
IEFA
市值: US$233.8萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$2050.2萬
在 Q3 2025 季度中，Plimoth Trust Co LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 23 個部位、減碼 22 個部位以及清倉 0 個部位。 其中最大新建倉標的為 IEFA。
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。