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
95 檔
14.0%
Point Windward Advisors Inc. 在 Q4 2025 季度的美股部位總計估值為 US$2.3億，分散於 95 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Point Windward Advisors Inc. 於 Q4 2025 季度持續回收資金，對 26 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 GOOGL, AMZN, AAPL）累計市值佔比達 14.0%，是驅動 Point Windward Advisors Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 3.57% | +0.18% | -27.08% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.13% | -0.07% | -7.44% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.11% | -0.05% | -5.94% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.70% | +0.02% | -11.31% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.63% | -0.33% | -5.74% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.59% | +0.05% | -2.11% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.22% | -5.40% | |
| 8 | AMAT | Applied Materials Inc | 股票-科技 | 2.31% | +1.64% | -11.24% | |
| 9 | BX | Blackstone Inc | 股票-金融 | 2.23% | -0.16% | +3.44% | |
| 10 | EXPE | Expedia Group Inc | 股票-循環性消費 | 2.20% | -0.07% | -10.52% | |
| 11 | UBER | Uber Technologies Inc | 股票-工業 | 2.11% | -0.23% | -7.15% | |
| 12 | FSLR | First Solar Inc | 股票-科技 | 2.07% | -0.25% | -10.84% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.01% | +0.59% | +112.82% | |
| 14 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.75% | -0.30% | -8.64% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.73% | -0.58% | EXIT | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.73% | -0.12% | -8.47% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.67% | -0.18% | -6.17% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.67% | +0.11% | -2.55% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.66% | -0.02% | -7.68% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.65% | +0.63% | -0.36% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.10% | -0.60% | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.62% | -0.17% | -8.03% | |
| 23 | ETN | Eaton Corporation plc | 股票-工業 | 1.58% | +0.06% | -7.94% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.55% | -0.30% | -5.20% | |
| 25 | MDT | Medtronic plc | 股票-醫療保健 | 1.54% | -0.32% | -2.61% | |
| 26 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.51% | -0.31% | -2.17% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 1.42% | — | +3.33% | |
| 28 | BA | Boeing Co/the | 股票-工業 | 1.42% | -0.02% | +4.61% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 1.40% | -0.22% | -8.14% | |
| 30 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 1.39% | -0.15% | +3.06% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.38% | -0.12% | -3.66% | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 1.37% | -0.59% | +931.48% | |
| 33 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.36% | -0.13% | — | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.32% | -0.09% | +3.28% | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 1.32% | +0.63% | -18.20% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | — | -1.09% | |
| 37 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 1.26% | -0.75% | -6.67% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 1.24% | +1.37% | -0.94% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 1.21% | -0.24% | +0.53% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.18% | -0.02% | +114.33% | |
| 41 | D | Dominion Energy Inc | 股票-公用事業 | 1.12% | -0.02% | +455.21% | |
| 42 | VICI | Vici Properties Inc | 股票-房地產 | 1.01% | -0.16% | +6.14% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.98% | -0.11% | +0.49% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.97% | -0.11% | -3.32% | |
| 45 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.96% | -0.10% | -15.34% | |
| 46 | ALB | Albemarle CORP | 股票-原物料 | 0.93% | -0.30% | -18.21% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.92% | -0.10% | — | |
| 48 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.91% | -0.20% | -13.76% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.90% | -0.14% | +3.11% | |
| 50 | CAT | Caterpillar Inc | 股票-工業 | 0.89% | +0.35% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | D | Dominion Energy Inc | +0.9% | +455.21% | 加碼 |
| 2 | MU | Micron Technology Inc | +0.4% | -18.20% | 減碼 |
| 3 | EXPE | Expedia Group Inc | +0.4% | -10.52% | 減碼 |
| 4 | FCX | Freeport-mcmoran Inc | +0.3% | — | 不變 |
| 5 | TTD | Trade Desk Inc/the -class A | +0.3% | +394.79% | 加碼 |
| 6 | AMD | Advanced Micro Devices | +0.3% | -0.94% | 減碼 |
| 7 | ALB | Albemarle CORP | +0.3% | -18.21% | 減碼 |
| 8 | AMAT | Applied Materials Inc | +0.3% | -11.24% | 減碼 |
| 9 | MRK | Merck & Co. Inc. | +0.3% | -8.47% | 減碼 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +113.60% | 加碼 |
| 11 | XLK | Ss Technology Select Sector | +0.2% | +112.82% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.2% | — | 不變 |
| 13 | FSLR | First Solar Inc | +0.2% | -10.84% | 減碼 |
| 14 | KO | Coca-cola Co/the | +0.1% | +3.28% | 加碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -3.66% | 減碼 |
| 16 | WMT | Walmart Inc | +0.1% | +0.53% | 加碼 |
| 17 | XLF | Ss Financial Select Sector | +0.1% | +13.78% | 加碼 |
| 18 | BA | Boeing Co/the | +0.1% | +4.61% | 加碼 |
| 19 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +51.88% | 加碼 |
| 20 | XLY | Ss Consumer Disc Select Sect | +0.1% | +114.33% | 加碼 |
| 21 | PGX | Invesco Preferred ETF | +0.1% | +42.08% | 加碼 |
| 22 | AMZN | Amazon.com Inc | 0% | -7.44% | 減碼 |
| 23 | ABBV | Abbvie Inc | 0% | -2.11% | 減碼 |
| 24 | UNH | Unitedhealth Group Inc | 0% | -0.36% | 減碼 |
| 25 | LEN | Lennar Corp-a | -0.1% | +10.28% | 加碼 |
| 26 | VICI | Vici Properties Inc | -0.1% | +6.14% | 加碼 |
| 27 | O | Realty Income CORP | -0.1% | -3.37% | 減碼 |
| 28 | NVDA | Nvidia CORP | -0.1% | -7.68% | 減碼 |
| 29 | BX | Blackstone Inc | -0.1% | +3.44% | 加碼 |
| 30 | DIS | Walt Disney Co/the | -0.1% | -8.03% | 減碼 |
| 31 | ADP | Automatic Data Processing | -0.1% | — | 不變 |
| 32 | BB | Blackberry LTD | -0.1% | -17.58% | 減碼 |
| 33 | TTWO | Take-two Interactive Softwre | -0.1% | -14.10% | 減碼 |
| 34 | AVGO | Broadcom Inc | -0.1% | -11.31% | 減碼 |
| 35 | WDAY | Workday Inc-class A | -0.1% | -13.83% | 減碼 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.1% | -27.08% | 減碼 |
| 37 | HD | Home Depot Inc | -0.2% | +3.33% | 加碼 |
| 38 | PYPL | Paypal Holdings Inc | -0.2% | -8.27% | 減碼 |
| 39 | DLR | Digital Realty Trust Inc | -0.2% | -2.17% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.3% | -5.40% | 減碼 |
| 41 | NFLX | Netflix Inc | -0.3% | +931.48% | 加碼 |
| 42 | ETN | Eaton Corporation plc | -0.4% | -7.94% | 減碼 |
| 43 | META | Meta Platforms Inc-class A | -0.4% | -5.74% | 減碼 |
| 44 | UBER | Uber Technologies Inc | -0.6% | -7.15% | 減碼 |
| 45 | ORCL | Oracle CORP | -0.8% | -6.17% | 減碼 |
| 46 | AMT | American Tower CORP | — | EXIT | 清倉 |
| 47 | ADBE | Adobe Inc | — | EXIT | 清倉 |
| 48 | DGRO | Ishares Core Dividend Growth | — | NEW | 新建倉 |
| 49 | UPS | United Parcel Service-cl B | — | NEW | 新建倉 |
| 50 | ZTS | Zoetis Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Point Windward Advisors Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$2.3億，共申報了 95 個公開持股部位。
在 Q4 2025 季度，Point Windward Advisors Inc. 按市值排列的前三大核心持股分別為：GOOGL (3.6%)、AMZN (3.1%)、AAPL (3.1%)。其中最大持股部位 GOOGL 佔據整體投資組合約 3.6% 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
DGRO
市值: US$25.2萬
本季最大獲利了結 / 清倉標的
AMT
前期市值: US$202.9萬
在 Q4 2025 季度中，Point Windward Advisors Inc. 共進行了 47 項持倉異動，包含新建倉 2 個部位、加碼 16 個部位、減碼 26 個部位以及清倉 3 個部位。 其中最大新建倉標的為 DGRO。 本季清倉部位包含 AMT。
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。