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: 0001977290
申報總市值
US$16.0億
US$16.0億
205 檔
40.7%
在 Q1 2025 申報期間，Quintet Private Bank（CIK: 0001977290）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$16.0億，共持有 205 個公開申報部位。
在 Q1 2025，Quintet Private Bank 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 23 檔與清倉 1 檔），整體投資組合架構維持相對穩定。
在資產配置集中度方面，Quintet Private Bank 的前 5 大核心持股（包含 MSFT, NVDA, GOOGL 等）合計佔整體申報市值的 40.7%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 205 檔）
| # | 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 | 11.70% | -0.77% | +8.87% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 10.05% | -0.52% | -2.62% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.49% | +1.01% | +6.40% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 5.29% | +0.11% | -0.41% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.90% | -0.05% | -5.45% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 4.51% | +0.24% | +2.81% | |
| 7 | DIS | Walt Disney Co/the | 股票-通訊服務 | 4.02% | -0.83% | +2.61% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.70% | +0.30% | +3.21% | |
| 9 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.25% | +1.66% | -3.05% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 2.23% | -0.91% | -2.01% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.18% | +1.86% | NEW | |
| 12 | WM | Waste Management Inc | 股票-工業 | 2.16% | -0.29% | +2.85% | |
| 13 | NKE | Nike Inc -cl B | 股票-循環性消費 | 2.06% | +0.01% | +2.80% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.04% | -0.06% | +1.51% | |
| 15 | NOW | Servicenow Inc | 股票-科技 | 1.97% | -0.20% | +4.27% | |
| 16 | SNPS | Synopsys Inc | 股票-科技 | 1.91% | — | +44.14% | |
| 17 | AMT | American Tower CORP | 股票-房地產 | 1.85% | -0.24% | +3.93% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.83% | +0.23% | +2.33% | |
| 19 | XYL | Xylem Inc | 股票-工業 | 1.81% | -0.17% | -2.73% | |
| 20 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.76% | -0.15% | +3.38% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 1.76% | -0.01% | -1.54% | |
| 22 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.60% | -0.02% | -45.31% | |
| 23 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.60% | -0.47% | +1.72% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.55% | -0.60% | +4.56% | |
| 25 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.54% | -0.11% | +4.83% | |
| 26 | FTV | Fortive CORP | 股票-科技 | 1.19% | — | -12.78% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.16% | -0.04% | +3.35% | |
| 28 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.00% | -0.02% | +4.88% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.96% | -0.01% | -17.84% | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.90% | — | +44.19% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.88% | -0.06% | -11.57% | |
| 32 | T | At&t Inc | 股票-通訊服務 | 0.76% | -1.26% | +191.53% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.67% | +0.46% | +907.67% | |
| 34 | ENPH | Enphase Energy Inc | 股票-科技 | 0.59% | +0.04% | -1.63% | |
| 35 | PFE | Pfizer Inc | 股票-醫療保健 | 0.54% | -0.21% | +6.93% | |
| 36 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.53% | -0.02% | -0.21% | |
| 37 | CME | Cme Group Inc | 股票-金融 | 0.51% | -0.03% | -3.99% | |
| 38 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.48% | -0.30% | -2.12% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.48% | -0.01% | -4.27% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.38% | -0.01% | -3.94% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.35% | +0.22% | +8.68% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.34% | +0.01% | +0.47% | |
| 43 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.31% | -0.15% | -6.02% | |
| 44 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.29% | -0.01% | -70.74% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.26% | -0.12% | -3.97% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | -0.06% | -4.56% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.23% | -0.03% | -28.22% | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.22% | -0.04% | -5.09% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.21% | -0.01% | +145.35% | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.20% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +0.8% | -0.41% | 減碼 |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +907.67% | 加碼 |
| 3 | T | At&t Inc | +0.6% | +191.53% | 加碼 |
| 4 | SNPS | Synopsys Inc | +0.5% | +44.14% | 加碼 |
| 5 | PG | Procter & Gamble Co/the | +0.5% | +2.81% | 加碼 |
| 6 | AMT | American Tower CORP | +0.5% | +3.93% | 加碼 |
| 7 | WM | Waste Management Inc | +0.5% | +2.85% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.4% | +8.87% | 加碼 |
| 9 | CVX | Chevron CORP | +0.4% | +4.56% | 加碼 |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | +3.21% | 加碼 |
| 11 | OTIS | Otis Worldwide CORP | +0.3% | +3.38% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.3% | +2.33% | 加碼 |
| 13 | KO | Coca-cola Co/the | +0.3% | +3.35% | 加碼 |
| 14 | BABA | Alibaba Group Holding-sp Adr | +0.2% | -2.12% | 減碼 |
| 15 | CSCO | Cisco Systems Inc | +0.2% | -2.01% | 減碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | -5.45% | 減碼 |
| 17 | ORCL | Oracle CORP | +0.1% | +145.35% | 加碼 |
| 18 | TMO | Thermo Fisher Scientific Inc | +0.1% | +3.10% | 加碼 |
| 19 | ABBV | Abbvie Inc | +0.1% | -4.27% | 減碼 |
| 20 | CME | Cme Group Inc | +0.1% | -3.99% | 減碼 |
| 21 | ISRG | Intuitive Surgical Inc | +0.1% | +1.72% | 加碼 |
| 22 | CEG | Constellation Energy | +0.1% | +71.42% | 加碼 |
| 23 | GLD | Spdr Gold Shares | +0.1% | -6.02% | 減碼 |
| 24 | MRK | Merck & Co. Inc. | 0% | +4.83% | 加碼 |
| 25 | MCD | Mcdonald's CORP | 0% | -11.57% | 減碼 |
| 26 | TSLA | Tesla Inc | 0% | +44.19% | 加碼 |
| 27 | VGT | Vanguard Info Tech ETF | 0% | +0.47% | 加碼 |
| 28 | PEP | Pepsico Inc | 0% | -17.53% | 減碼 |
| 29 | SBUX | Starbucks CORP | 0% | -21.45% | 減碼 |
| 30 | WBD | Warner Bros Discovery Inc | 0% | -14.01% | 減碼 |
| 31 | A | Agilent Technologies Inc | 0% | +4.88% | 加碼 |
| 32 | ENPH | Enphase Energy Inc | 0% | -1.63% | 減碼 |
| 33 | JNJ | Johnson & Johnson | 0% | -28.22% | 減碼 |
| 34 | DXYZ | Destiny Tech100 Inc | 0% | EXIT | 清倉 |
| 35 | AVGO | Broadcom Inc | -0.1% | +0.40% | 加碼 |
| 36 | KD | Kyndryl Holdings Inc | -0.1% | -62.57% | 減碼 |
| 37 | PANW | Palo Alto Networks Inc | -0.1% | -3.05% | 減碼 |
| 38 | CRM | Salesforce Inc | -0.1% | -3.94% | 減碼 |
| 39 | DIS | Walt Disney Co/the | -0.1% | +2.61% | 加碼 |
| 40 | FTV | Fortive CORP | -0.1% | -12.78% | 減碼 |
| 41 | NKE | Nike Inc -cl B | -0.2% | +2.80% | 加碼 |
| 42 | ADBE | Adobe Inc | -0.2% | -1.54% | 減碼 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -17.84% | 減碼 |
| 44 | GOOG | Alphabet Inc-cl C | -0.3% | +1.51% | 加碼 |
| 45 | NOW | Servicenow Inc | -0.4% | +4.27% | 加碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.5% | +6.40% | 加碼 |
| 47 | INTU | Intuit Inc | -0.6% | -82.84% | 減碼 |
| 48 | EL | Estee Lauder Companies-cl A | -0.7% | -70.74% | 減碼 |
| 49 | NVDA | Nvidia CORP | -1.9% | -2.62% | 減碼 |
| 50 | PYPL | Paypal Holdings Inc | -2% | -45.31% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Quintet Private Bank 在 Q1 2025 季度的美股持倉總市值約為 US$16.0億，共申報了 205 個公開持股部位。
在 Q1 2025 季度，Quintet Private Bank 按市值排列的前三大核心持股分別為：MSFT (11.7%)、NVDA (10.1%)、GOOGL (6.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 11.7% 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
DXYZ
前期市值: US$61.8萬
在 Q1 2025 季度中，Quintet Private Bank 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 23 個部位以及清倉 1 個部位。 本季清倉部位包含 DXYZ。
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。