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
14.9%
根據最新整理的 13F 季度數據集，Point Windward Advisors Inc. 於 Q3 2025 結束時的管理資產規模為 US$2.3億。該機構在本季度申報了 96 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2025，Point Windward Advisors Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 35 個部位並完全清倉 6 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 GOOGL, AMZN, META）占據了總市值的 14.9%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
UNH
市值: US$361.5萬
本季最大獲利了結 / 清倉標的
GTLS
前期市值: US$339.3萬
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.71% | +0.18% | -24.26% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.14% | -0.07% | -14.46% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.03% | -0.33% | -26.32% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.02% | -0.05% | -11.69% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.83% | +0.02% | -22.40% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.22% | -11.33% | |
| 7 | UBER | Uber Technologies Inc | 股票-工業 | 2.66% | -0.23% | -16.87% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.62% | +0.05% | -2.54% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.51% | -0.18% | -16.58% | |
| 10 | BX | Blackstone Inc | 股票-金融 | 2.34% | -0.16% | -2.32% | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 2.02% | +1.64% | -13.62% | |
| 12 | ETN | Eaton Corporation plc | 股票-工業 | 1.97% | +0.06% | -13.37% | |
| 13 | FSLR | First Solar Inc | 股票-科技 | 1.91% | -0.25% | -14.05% | |
| 14 | EXPE | Expedia Group Inc | 股票-循環性消費 | 1.81% | -0.07% | -14.29% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.81% | +0.59% | -6.74% | |
| 16 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.76% | -0.30% | -12.72% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | -0.02% | -14.06% | |
| 18 | QCOM | Qualcomm Inc | 股票-科技 | 1.74% | -0.58% | EXIT | |
| 19 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.73% | -0.17% | -12.87% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.69% | +0.63% | +44.87% | |
| 21 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.68% | -0.31% | -3.93% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 1.66% | -0.59% | -9.28% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.59% | +0.11% | -7.83% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.58% | — | -4.24% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | -0.10% | -11.69% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 1.52% | -0.32% | -8.30% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.50% | -0.30% | -2.89% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.47% | -0.12% | -5.09% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 1.33% | -0.22% | +17.25% | |
| 30 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 1.32% | -0.15% | -5.96% | |
| 31 | BA | Boeing Co/the | 股票-工業 | 1.31% | -0.02% | +0.39% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.25% | -0.12% | -6.36% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 1.23% | — | -11.05% | |
| 34 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 1.21% | -0.75% | -10.12% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.19% | -0.09% | -1.63% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 1.09% | -0.24% | -17.84% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.08% | -0.02% | -3.31% | |
| 38 | VICI | Vici Properties Inc | 股票-房地產 | 1.07% | -0.16% | -0.66% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 1.03% | -0.10% | -7.98% | |
| 40 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.03% | -0.13% | +3.70% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.02% | -0.11% | -3.14% | |
| 42 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.99% | -0.11% | -11.09% | |
| 43 | AMT | American Tower CORP | 股票-房地產 | 0.95% | — | +1.83% | |
| 44 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.95% | +0.09% | -18.91% | |
| 45 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.93% | -0.20% | -18.13% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.93% | -0.10% | -16.32% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.92% | +1.37% | — | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.92% | +0.63% | — | |
| 49 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.88% | -0.11% | -4.60% | |
| 50 | PFE | Pfizer Inc | 股票-醫療保健 | 0.85% | -0.23% | +3.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +0.9% | -2.32% | 加碼 |
| 2 | ORCL | Oracle CORP | +0.7% | -16.58% | 減碼 |
| 3 | XLK | Ss Technology Select Sector | +0.6% | -6.74% | 減碼 |
| 4 | MU | Micron Technology Inc | +0.6% | — | 加碼 |
| 5 | FSLR | First Solar Inc | +0.6% | -14.05% | 減碼 |
| 6 | AMD | Advanced Micro Devices | +0.5% | — | 加碼 |
| 7 | BA | Boeing Co/the | +0.4% | +0.39% | 減碼 |
| 8 | GS | Goldman Sachs Group Inc | +0.3% | -2.92% | 加碼 |
| 9 | CLF | Cleveland-cliffs Inc | +0.2% | +5.19% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.2% | -11.33% | 減碼 |
| 11 | ETN | Eaton Corporation plc | +0.1% | -13.37% | 減碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -24.26% | 減碼 |
| 13 | AMAT | Applied Materials Inc | +0.1% | -13.62% | 減碼 |
| 14 | JNJ | Johnson & Johnson | 0% | -6.36% | 減碼 |
| 15 | VICI | Vici Properties Inc | -0.1% | -0.66% | 減碼 |
| 16 | MCD | Mcdonald's CORP | -0.1% | -5.93% | 減碼 |
| 17 | ULTA | Ulta Beauty Inc | -0.1% | -18.13% | 減碼 |
| 18 | WMT | Walmart Inc | -0.1% | -17.84% | 減碼 |
| 19 | AMT | American Tower CORP | -0.1% | +1.83% | 減碼 |
| 20 | GILD | Gilead Sciences Inc | -0.1% | -10.47% | 減碼 |
| 21 | HHH | Howard Hughes Holdings Inc | -0.1% | -23.88% | 減碼 |
| 22 | MRK | Merck & Co. Inc. | -0.1% | -5.09% | 減碼 |
| 23 | PYPL | Paypal Holdings Inc | -0.1% | -4.60% | 減碼 |
| 24 | KO | Coca-cola Co/the | -0.2% | -1.63% | 減碼 |
| 25 | EXPE | Expedia Group Inc | -0.2% | -14.29% | 減碼 |
| 26 | DIS | Walt Disney Co/the | -0.2% | -12.87% | 減碼 |
| 27 | MDT | Medtronic plc | -0.2% | -8.30% | 減碼 |
| 28 | CRM | Salesforce Inc | -0.2% | +17.25% | 減碼 |
| 29 | PG | Procter & Gamble Co/the | -0.2% | -3.14% | 減碼 |
| 30 | NEE | Nextera Energy Inc | -0.2% | -2.89% | 減碼 |
| 31 | NFLX | Netflix Inc | -0.2% | -9.28% | 減碼 |
| 32 | QCOM | Qualcomm Inc | -0.3% | -9.88% | 減碼 |
| 33 | TTWO | Take-two Interactive Softwre | -0.3% | -18.91% | 減碼 |
| 34 | TJX | Tjx Companies Inc | -0.3% | -12.72% | 減碼 |
| 35 | UBER | Uber Technologies Inc | -0.3% | -16.87% | 減碼 |
| 36 | GEHC | GE Healthcare Technology | -0.4% | -10.12% | 減碼 |
| 37 | AAPL | Apple Inc | -0.4% | -11.69% | 減碼 |
| 38 | V | Visa Inc-class A Shares | -0.4% | -11.05% | 減碼 |
| 39 | META | Meta Platforms Inc-class A | -0.8% | -26.32% | 減碼 |
| 40 | AMZN | Amazon.com Inc | -1.1% | -14.46% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | — | NEW | 新建倉 |
| 42 | GTLS | Chart Industries Inc | — | EXIT | 清倉 |
| 43 | KVUE | Kenvue Inc | — | EXIT | 清倉 |
| 44 | EXK | Exact Sciences CORP | — | EXIT | 清倉 |
| 45 | UPS | United Parcel Service-cl B | — | EXIT | 清倉 |
| 46 | TOL | Toll Brothers Inc | — | EXIT | 清倉 |
| 47 | LEN | Lennar Corp-a | — | NEW | 新建倉 |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | EXIT | 清倉 |
| 49 | PGX | Invesco Preferred ETF | — | NEW | 新建倉 |
| 50 | SCHD | Schwab US Dvd Equity ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Point Windward Advisors Inc. 在 Q3 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 Q3 2025 季度，Point Windward Advisors Inc. 按市值排列的前三大核心持股分別為：GOOGL (3.7%)、AMZN (3.1%)、META (3.0%)。其中最大持股部位 GOOGL 佔據整體投資組合約 3.7% 的權重。
在 Q3 2025 季度中，Point Windward Advisors Inc. 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 5 個部位、減碼 35 個部位以及清倉 6 個部位。 其中最大新建倉標的為 UNH。 本季清倉部位包含 GTLS。
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。