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: 0001356202
申報總市值
US$2.3億
US$2.3億
96 檔
16.5%
在 Q2 2025 申報期間，Point Windward Advisors Inc.（CIK: 0001356202）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$2.3億，共持有 96 個公開申報部位。
從 Q2 2025 申報觀察，Point Windward Advisors Inc. 採取防禦導向的調倉策略，本季減碼 39 檔個股並出清 5 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，Point Windward Advisors Inc. 的前 5 大核心持股（包含 META, AMZN, GOOGL 等）合計佔整體申報市值的 16.5%，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 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.98% | -0.33% | -27.51% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.54% | -0.07% | -36.59% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.42% | +0.18% | -27.23% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.94% | +0.02% | -35.90% | |
| 5 | UBER | Uber Technologies Inc | 股票-工業 | 2.94% | -0.23% | -32.26% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.22% | -24.30% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.66% | -0.05% | -26.00% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.25% | -0.18% | -28.83% | |
| 9 | ETN | Eaton Corporation plc | 股票-工業 | 2.09% | +0.06% | -24.45% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.08% | +0.05% | -8.44% | |
| 11 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.07% | -0.17% | -23.60% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 2.02% | +1.64% | -27.90% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 2.02% | -0.16% | +16.80% | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 1.97% | -0.59% | -36.36% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.79% | -0.58% | EXIT | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.73% | +0.11% | -12.69% | |
| 17 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.70% | -0.31% | -19.22% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.68% | +0.59% | -1.57% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.67% | -0.02% | -25.56% | |
| 20 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.66% | -0.30% | -29.86% | |
| 21 | FSLR | First Solar Inc | 股票-科技 | 1.61% | -0.25% | -19.55% | |
| 22 | EXPE | Expedia Group Inc | 股票-循環性消費 | 1.60% | -0.07% | -28.84% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | -0.10% | -17.15% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 1.47% | -0.32% | -21.80% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.44% | — | -10.85% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.41% | -0.12% | -11.80% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 1.38% | — | -27.95% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.37% | -0.30% | -27.73% | |
| 29 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 1.32% | -0.15% | -18.49% | |
| 30 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 1.28% | -0.75% | -23.83% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 1.26% | -0.22% | -28.32% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.24% | -0.09% | -17.77% | |
| 33 | BA | Boeing Co/the | 股票-工業 | 1.22% | -0.02% | -6.35% | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 1.21% | -0.24% | -20.43% | |
| 35 | GTLS | Chart Industries Inc | 股票-工業 | 1.20% | — | -30.81% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 1.13% | -0.10% | -1.21% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.06% | -0.12% | -17.12% | |
| 38 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.06% | +0.09% | -34.95% | |
| 39 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.06% | -0.13% | -1.01% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.05% | -0.11% | -17.77% | |
| 41 | VICI | Vici Properties Inc | 股票-房地產 | 1.04% | -0.16% | -18.61% | |
| 42 | AMT | American Tower CORP | 股票-房地產 | 1.03% | — | -16.10% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.01% | +0.63% | — | |
| 44 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.99% | -0.11% | -24.75% | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.98% | -0.11% | -6.66% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.98% | -0.02% | -6.14% | |
| 47 | EXK | Exact Sciences CORP | 股票-原物料 | 0.97% | — | -32.41% | |
| 48 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.93% | -0.20% | -35.95% | |
| 49 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.89% | -0.10% | +8.93% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.83% | -0.14% | -12.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +1% | NEW | 新建倉 |
| 2 | LEN | Lennar Corp-a | +0.7% | NEW | 新建倉 |
| 3 | BX | Blackstone Inc | +0.6% | +16.80% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.5% | -35.90% | 減碼 |
| 5 | ORCL | Oracle CORP | +0.5% | -28.83% | 減碼 |
| 6 | XLK | Ss Technology Select Sector | +0.5% | -1.57% | 減碼 |
| 7 | AMD | Advanced Micro Devices | +0.4% | +24.14% | 加碼 |
| 8 | MU | Micron Technology Inc | +0.3% | +14.00% | 加碼 |
| 9 | BA | Boeing Co/the | +0.3% | -6.35% | 減碼 |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | +7.89% | 加碼 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | -27.51% | 減碼 |
| 12 | NFLX | Netflix Inc | +0.1% | -36.36% | 減碼 |
| 13 | AMAT | Applied Materials Inc | +0.1% | -27.90% | 減碼 |
| 14 | HD | Home Depot Inc | 0% | -10.85% | 減碼 |
| 15 | WMT | Walmart Inc | — | -20.43% | 減碼 |
| 16 | PYPL | Paypal Holdings Inc | 0% | -24.75% | 減碼 |
| 17 | AMT | American Tower CORP | 0% | -16.10% | 減碼 |
| 18 | UBER | Uber Technologies Inc | -0.1% | -32.26% | 減碼 |
| 19 | PFE | Pfizer Inc | -0.1% | -12.39% | 減碼 |
| 20 | EXK | Exact Sciences CORP | -0.1% | -32.41% | 減碼 |
| 21 | MCD | Mcdonald's CORP | -0.1% | -12.50% | 減碼 |
| 22 | ULTA | Ulta Beauty Inc | -0.1% | -35.95% | 減碼 |
| 23 | GILD | Gilead Sciences Inc | -0.1% | -22.24% | 減碼 |
| 24 | VICI | Vici Properties Inc | -0.1% | -18.61% | 減碼 |
| 25 | WDAY | Workday Inc-class A | -0.1% | -26.71% | 減碼 |
| 26 | KO | Coca-cola Co/the | -0.1% | -17.77% | 減碼 |
| 27 | HHH | Howard Hughes Holdings Inc | -0.1% | -44.48% | 減碼 |
| 28 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | EXIT | 清倉 |
| 29 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | 清倉 |
| 30 | GTLS | Chart Industries Inc | -0.2% | -30.81% | 減碼 |
| 31 | PG | Procter & Gamble Co/the | -0.2% | -17.77% | 減碼 |
| 32 | TTWO | Take-two Interactive Softwre | -0.2% | -34.95% | 減碼 |
| 33 | JNJ | Johnson & Johnson | -0.2% | -17.12% | 減碼 |
| 34 | ABBV | Abbvie Inc | -0.2% | -8.44% | 減碼 |
| 35 | MRK | Merck & Co. Inc. | -0.2% | -11.80% | 減碼 |
| 36 | KVUE | Kenvue Inc | -0.2% | -18.99% | 減碼 |
| 37 | QCOM | Qualcomm Inc | -0.2% | -23.98% | 減碼 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.2% | -27.23% | 減碼 |
| 39 | MDT | Medtronic plc | -0.2% | -21.80% | 減碼 |
| 40 | CRM | Salesforce Inc | -0.3% | -28.32% | 減碼 |
| 41 | V | Visa Inc-class A Shares | -0.3% | -27.95% | 減碼 |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | EXIT | 清倉 |
| 43 | NEE | Nextera Energy Inc | -0.3% | -27.73% | 減碼 |
| 44 | GEHC | GE Healthcare Technology | -0.3% | -23.83% | 減碼 |
| 45 | EXPE | Expedia Group Inc | -0.4% | -28.84% | 減碼 |
| 46 | TJX | Tjx Companies Inc | -0.4% | -29.86% | 減碼 |
| 47 | TOL | Toll Brothers Inc | -0.6% | EXIT | 清倉 |
| 48 | AMZN | Amazon.com Inc | -0.7% | -36.59% | 減碼 |
| 49 | AAPL | Apple Inc | -0.8% | -26.00% | 減碼 |
| 50 | UPS | United Parcel Service-cl B | -0.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Point Windward Advisors Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$2.3億，共申報了 96 個公開持股部位。
在 Q2 2025 季度，Point Windward Advisors Inc. 按市值排列的前三大核心持股分別為：META (4.0%)、AMZN (3.5%)、GOOGL (3.4%)。其中最大持股部位 META 佔據整體投資組合約 4.0% 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
UNH
市值: US$225.4萬
本季最大獲利了結 / 清倉標的
UPS
前期市值: US$228.6萬
在 Q2 2025 季度中，Point Windward Advisors Inc. 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 4 個部位、減碼 39 個部位以及清倉 5 個部位。 其中最大新建倉標的為 UNH。 本季清倉部位包含 UPS。
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。