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
129 檔
29.1%
在 Q4 2025 的 13F 官方備案中，Quilter Plc 管理的美股投資組合規模來到 US$66.5億，整體持股檔數為 129 檔。
在 Q4 2025，Quilter Plc 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 26 檔、減碼 24 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 MSFT, NVDA, AMZN）累計市值佔比達 29.1%，是驅動 Quilter Plc 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 | MSFT | Microsoft CORP | 股票-科技 | 8.77% | -1.08% | +1.32% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.71% | +0.81% | -1.24% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.42% | -0.07% | -0.32% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.48% | -0.05% | -4.59% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.10% | +0.75% | +8.97% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 4.73% | -0.03% | +0.66% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.81% | -0.06% | -1.43% | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 2.98% | +3.51% | -16.26% | |
| 9 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.90% | +1.97% | +4.49% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.89% | — | -6.10% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.79% | -0.11% | +1.28% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.72% | -0.14% | +0.27% | |
| 13 | ROK | Rockwell Automation Inc | 股票-工業 | 2.32% | +0.45% | +0.70% | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 2.12% | -1.01% | +846.25% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.11% | -0.20% | +0.72% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.02% | -1.34% | -9.73% | |
| 17 | INTU | Intuit Inc | 股票-科技 | 2.00% | -1.47% | +0.52% | |
| 18 | ARES | Ares Management CORP - A | 股票-金融 | 1.91% | -0.31% | +5.60% | |
| 19 | EMR | Emerson Electric Co | 股票-工業 | 1.79% | — | +1.35% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.67% | -0.57% | -14.37% | |
| 21 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.59% | -0.50% | +7.83% | |
| 22 | EQIX | Equinix Inc | 股票-房地產 | 1.48% | -0.20% | +4.83% | |
| 23 | SPGI | S&p Global Inc | 股票-金融 | 1.45% | -0.13% | +5.67% | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.42% | -0.97% | +12.70% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 1.40% | +0.11% | -1.86% | |
| 26 | URI | United Rentals Inc | 股票-工業 | 1.40% | +0.02% | -3.06% | |
| 27 | MKL | Markel Group Inc | 股票-金融 | 1.31% | +0.05% | -0.18% | |
| 28 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.28% | -0.04% | +5.09% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.25% | -0.27% | +0.62% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.20% | -0.12% | +2.43% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 1.14% | +0.52% | +19.53% | |
| 32 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.13% | -0.05% | +0.97% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 1.13% | -0.47% | +5.69% | |
| 34 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.03% | -1.00% | +11.00% | |
| 35 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.94% | -0.13% | -13.11% | |
| 36 | UNP | Union Pacific CORP | 股票-工業 | 0.59% | -0.03% | -4.97% | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 0.57% | -1.37% | EXIT | |
| 38 | SYK | Stryker CORP | 股票-醫療保健 | 0.56% | -0.07% | -3.81% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.53% | -0.02% | -15.21% | |
| 40 | MU | Micron Technology Inc | 股票-科技 | 0.50% | +0.94% | -19.43% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | +0.05% | -6.04% | |
| 42 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.40% | -0.06% | +5.58% | |
| 43 | CAT | Caterpillar Inc | 股票-工業 | 0.37% | +0.10% | -0.85% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.35% | +0.05% | +4.40% | |
| 45 | XYL | Xylem Inc | 股票-工業 | 0.34% | -0.06% | -11.25% | |
| 46 | DG | Dollar General CORP | 股票-非循環性消費 | 0.33% | -0.03% | +1343.20% | |
| 47 | PFE | Pfizer Inc | 股票-醫療保健 | 0.33% | -0.11% | -6.54% | |
| 48 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.31% | -0.05% | -11.48% | |
| 49 | WM | Waste Management Inc | 股票-工業 | 0.27% | -0.05% | +0.80% | |
| 50 | ECL | Ecolab Inc | 股票-原物料 | 0.25% | -0.02% | -0.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.4% | +8.97% | 加碼 |
| 2 | MRK | Merck & Co. Inc. | +0.4% | +0.72% | 加碼 |
| 3 | TMO | Thermo Fisher Scientific Inc | +0.4% | +0.27% | 加碼 |
| 4 | HON | Honeywell International Inc | +0.3% | +143.51% | 加碼 |
| 5 | DG | Dollar General CORP | +0.3% | +1343.20% | 加碼 |
| 6 | AMD | Advanced Micro Devices | +0.2% | -16.26% | 減碼 |
| 7 | MAR | Marriott International -cl A | +0.2% | +5.09% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.2% | +19.53% | 加碼 |
| 9 | ROK | Rockwell Automation Inc | +0.2% | +0.70% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | -0.32% | 減碼 |
| 11 | SPGI | S&p Global Inc | +0.2% | +5.67% | 加碼 |
| 12 | MU | Micron Technology Inc | +0.1% | -19.43% | 減碼 |
| 13 | MKL | Markel Group Inc | +0.1% | -0.18% | 減碼 |
| 14 | LLY | Eli Lilly & Co | +0.1% | +4.40% | 加碼 |
| 15 | ARES | Ares Management CORP - A | +0.1% | +5.60% | 加碼 |
| 16 | NEE | Nextera Energy Inc | +0.1% | +2.43% | 加碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -6.04% | 減碼 |
| 18 | ESS | Essex Property Trust Inc | +0.1% | +187.69% | 加碼 |
| 19 | V | Visa Inc-class A Shares | +0.1% | +0.66% | 加碼 |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +0.62% | 加碼 |
| 21 | CAT | Caterpillar Inc | +0.1% | -0.85% | 減碼 |
| 22 | BAC | Bank Of America CORP | 0% | -1.86% | 減碼 |
| 23 | MRSH | Marsh & Mclennan Cos | 0% | +12.70% | 加碼 |
| 24 | CVX | Chevron CORP | 0% | +5.69% | 加碼 |
| 25 | TSM | Taiwan Semiconductor-sp Adr | — | -6.10% | 減碼 |
| 26 | EMR | Emerson Electric Co | — | +1.35% | 加碼 |
| 27 | EQIX | Equinix Inc | — | +4.83% | 加碼 |
| 28 | AAPL | Apple Inc | 0% | -4.59% | 減碼 |
| 29 | AXP | American Express Co | 0% | -15.21% | 減碼 |
| 30 | PFE | Pfizer Inc | 0% | -6.54% | 減碼 |
| 31 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -29.65% | 減碼 |
| 32 | FERG | Ferguson Enterprises Inc | -0.1% | -11.48% | 減碼 |
| 33 | SBS | Cia Saneamento Basico De-adr | -0.1% | -10.47% | 減碼 |
| 34 | SYK | Stryker CORP | -0.1% | -3.81% | 減碼 |
| 35 | UNP | Union Pacific CORP | -0.1% | -4.97% | 減碼 |
| 36 | ZTS | Zoetis Inc | -0.1% | +11.00% | 加碼 |
| 37 | XYL | Xylem Inc | -0.1% | -11.25% | 減碼 |
| 38 | PHYS | Sprott Physical Gold Trust | -0.1% | -46.30% | 減碼 |
| 39 | INTU | Intuit Inc | -0.1% | +0.52% | 加碼 |
| 40 | CRM | Salesforce Inc | -0.1% | -46.54% | 減碼 |
| 41 | TMUS | T-mobile US Inc | -0.2% | +7.83% | 加碼 |
| 42 | KO | Coca-cola Co/the | -0.2% | -14.37% | 減碼 |
| 43 | PANW | Palo Alto Networks Inc | -0.2% | +4.49% | 加碼 |
| 44 | NVDA | Nvidia CORP | -0.2% | -1.24% | 減碼 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -9.73% | 減碼 |
| 46 | MDLZ | Mondelez International Inc-a | -0.3% | -13.11% | 減碼 |
| 47 | URI | United Rentals Inc | -0.3% | -3.06% | 減碼 |
| 48 | META | Meta Platforms Inc-class A | -0.3% | +1.28% | 加碼 |
| 49 | MSFT | Microsoft CORP | -0.7% | +1.32% | 加碼 |
| 50 | NFLX | Netflix Inc | -0.8% | +846.25% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Quilter Plc 在 Q4 2025 季度的美股持倉總市值約為 US$66.5億，共申報了 129 個公開持股部位。
在 Q4 2025 季度，Quilter Plc 按市值排列的前三大核心持股分別為：MSFT (8.8%)、NVDA (6.7%)、AMZN (6.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.8% 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。
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$4.0億
在 Q4 2025 季度中，Quilter Plc 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 26 個部位、減碼 24 個部位以及清倉 0 個部位。
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。