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: 0001770632
申報總市值
US$66.5億
US$66.5億
126 檔
28.8%
截至 Q3 2025 季度末，Quilter Plc 的美股持倉估值約為 US$66.5億，全數申報部位共有 126 檔。
Quilter Plc 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 1 個全新部位及加碼 25 檔持股的同時，亦同步清倉 1 檔並減碼 23 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, NVDA, AMZN）占據了總市值的 28.8%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 9.48% | -1.08% | +1.77% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.95% | +0.81% | -0.30% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.27% | -0.07% | +1.79% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.51% | -0.05% | -1.37% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.67% | -0.03% | +4.78% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.87% | -0.06% | -0.17% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.72% | +0.75% | +6.08% | |
| 8 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.14% | +1.97% | +10.32% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.13% | -0.11% | +7.29% | |
| 10 | NFLX | Netflix Inc | 股票-通訊服務 | 2.92% | -1.01% | +0.25% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.89% | — | -4.11% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 2.75% | +3.51% | -2.11% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.32% | -0.14% | +0.97% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.29% | -1.34% | -1.42% | |
| 15 | ROK | Rockwell Automation Inc | 股票-工業 | 2.12% | +0.45% | -2.54% | |
| 16 | INTU | Intuit Inc | 股票-科技 | 2.09% | -1.47% | +4.71% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.89% | -0.57% | +5.85% | |
| 18 | ARES | Ares Management CORP - A | 股票-金融 | 1.83% | -0.31% | +3.89% | |
| 19 | EMR | Emerson Electric Co | 股票-工業 | 1.79% | — | -0.54% | |
| 20 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.78% | -0.50% | +2.55% | |
| 21 | URI | United Rentals Inc | 股票-工業 | 1.74% | +0.02% | -6.58% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.70% | -0.20% | +0.28% | |
| 23 | EQIX | Equinix Inc | 股票-房地產 | 1.48% | -0.20% | +15.42% | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.40% | -0.97% | +7.75% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 1.37% | +0.11% | +0.06% | |
| 26 | SPGI | S&p Global Inc | 股票-金融 | 1.30% | -0.13% | +6.78% | |
| 27 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.28% | -0.13% | +6.26% | |
| 28 | MKL | Markel Group Inc | 股票-金融 | 1.19% | +0.05% | +6.34% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | -0.27% | -11.39% | |
| 30 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.16% | -0.05% | +9.58% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.12% | -0.12% | +6.61% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 1.12% | -0.47% | -1.80% | |
| 33 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.10% | -1.00% | +10.20% | |
| 34 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.05% | -0.04% | +5.94% | |
| 35 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | +0.52% | +10601.24% | |
| 36 | UNP | Union Pacific CORP | 股票-工業 | 0.65% | -0.03% | -1.47% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.62% | -0.07% | -0.63% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.57% | -0.02% | -0.31% | |
| 39 | XYL | Xylem Inc | 股票-工業 | 0.42% | -0.06% | -1.56% | |
| 40 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.42% | -0.06% | +0.07% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.37% | +0.05% | -11.16% | |
| 42 | MU | Micron Technology Inc | 股票-科技 | 0.37% | +0.94% | -21.62% | |
| 43 | PFE | Pfizer Inc | 股票-醫療保健 | 0.37% | -0.11% | -43.31% | |
| 44 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.36% | -0.05% | -6.65% | |
| 45 | CAT | Caterpillar Inc | 股票-工業 | 0.32% | +0.10% | -1.20% | |
| 46 | CRM | Salesforce Inc | 股票-科技 | 0.31% | -0.04% | -69.40% | |
| 47 | SBS | Cia Saneamento Basico De-adr | 股票-其他 | 0.30% | — | -9.18% | |
| 48 | WM | Waste Management Inc | 股票-工業 | 0.28% | -0.05% | +5.51% | |
| 49 | ECL | Ecolab Inc | 股票-原物料 | 0.27% | -0.02% | -6.55% | |
| 50 | HON | Honeywell International Inc | 股票-工業 | 0.26% | -1.37% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | -0.30% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.4% | +1.77% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | +6.08% | 減碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | -4.11% | 減碼 |
| 5 | AMD | Advanced Micro Devices | +0.7% | -2.11% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.6% | +7.29% | 加碼 |
| 7 | PANW | Palo Alto Networks Inc | +0.3% | +10.32% | 加碼 |
| 8 | ROK | Rockwell Automation Inc | +0.2% | -2.54% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -0.17% | 減碼 |
| 10 | EQIX | Equinix Inc | +0.2% | +15.42% | 加碼 |
| 11 | URI | United Rentals Inc | +0.1% | -6.58% | 減碼 |
| 12 | NFLX | Netflix Inc | +0.1% | +0.25% | 減碼 |
| 13 | MU | Micron Technology Inc | +0.1% | -21.62% | 減碼 |
| 14 | CAT | Caterpillar Inc | 0% | -1.20% | 減碼 |
| 15 | AAPL | Apple Inc | 0% | -1.37% | 加碼 |
| 16 | BAC | Bank Of America CORP | 0% | +0.06% | 減碼 |
| 17 | GOOG | Alphabet Inc-cl C | 0% | -11.16% | 減碼 |
| 18 | FERG | Ferguson Enterprises Inc | 0% | -6.65% | 減碼 |
| 19 | TSLA | Tesla Inc | 0% | -10.17% | 減碼 |
| 20 | NEE | Nextera Energy Inc | — | +6.61% | 加碼 |
| 21 | AXP | American Express Co | 0% | -0.31% | 減碼 |
| 22 | SBS | Cia Saneamento Basico De-adr | 0% | -9.18% | 減碼 |
| 23 | EMR | Emerson Electric Co | 0% | -0.54% | 減碼 |
| 24 | MAR | Marriott International -cl A | 0% | +5.94% | 加碼 |
| 25 | XYL | Xylem Inc | 0% | -1.56% | 減碼 |
| 26 | SPGI | S&p Global Inc | -0.1% | +6.78% | 加碼 |
| 27 | BMY | Bristol-myers Squibb Co | -0.1% | -44.08% | 減碼 |
| 28 | DIS | Walt Disney Co/the | -0.1% | -14.65% | 減碼 |
| 29 | WAT | Waters CORP | -0.1% | +8.05% | 加碼 |
| 30 | INTU | Intuit Inc | -0.1% | +4.71% | 加碼 |
| 31 | CP | Canadian Pacific Kansas City | -0.1% | +9.58% | 加碼 |
| 32 | MKL | Markel Group Inc | -0.1% | +6.34% | 加碼 |
| 33 | ARES | Ares Management CORP - A | -0.1% | +3.89% | 加碼 |
| 34 | AWK | American Water Works Co Inc | -0.2% | +0.07% | 減碼 |
| 35 | TMO | Thermo Fisher Scientific Inc | -0.2% | +0.97% | 加碼 |
| 36 | ADBE | Adobe Inc | -0.2% | -42.75% | 減碼 |
| 37 | ZTS | Zoetis Inc | -0.2% | +10.20% | 加碼 |
| 38 | MDLZ | Mondelez International Inc-a | -0.2% | +6.26% | 加碼 |
| 39 | XOM | Exxon Mobil CORP | -0.3% | -11.39% | 加碼 |
| 40 | CVX | Chevron CORP | -0.3% | -1.80% | 加碼 |
| 41 | NKE | Nike Inc -cl B | -0.4% | -8.39% | 減碼 |
| 42 | KO | Coca-cola Co/the | -0.4% | +5.85% | 加碼 |
| 43 | AMZN | Amazon.com Inc | -0.4% | +1.79% | 減碼 |
| 44 | PFE | Pfizer Inc | -0.4% | -43.31% | 減碼 |
| 45 | MRK | Merck & Co. Inc. | -0.5% | +0.28% | 加碼 |
| 46 | TMUS | T-mobile US Inc | -0.5% | +2.55% | 加碼 |
| 47 | CRM | Salesforce Inc | -0.8% | -69.40% | 減碼 |
| 48 | V | Visa Inc-class A Shares | -0.9% | +4.78% | 加碼 |
| 49 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 50 | JNJ | Johnson & Johnson | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Quilter Plc 在 Q3 2025 季度的美股持倉總市值約為 US$66.5億，共申報了 126 個公開持股部位。
在 Q3 2025 季度，Quilter Plc 按市值排列的前三大核心持股分別為：MSFT (9.5%)、NVDA (7.0%)、AMZN (6.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.5% 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
AVGO
市值: US$5412.2萬
本季最大獲利了結 / 清倉標的
JNJ
前期市值: US$743.2萬
在 Q3 2025 季度中，Quilter Plc 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 25 個部位、減碼 23 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 JNJ。
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。