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
217 檔
48.1%
在 Q2 2025 的 13F 官方備案中，Quintet Private Bank 管理的美股投資組合規模來到 US$16.0億，整體持股檔數為 217 檔。
數據顯示 Quintet Private Bank 於 Q2 2025 季度持續回收資金，對 40 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
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 48.1%，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 217 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 | 13.80% | -0.77% | -9.45% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 13.22% | -0.52% | -8.25% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.06% | +1.01% | -2.79% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.48% | -0.05% | -3.60% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 5.08% | +0.11% | -3.48% | |
| 6 | DIS | Walt Disney Co/the | 股票-通訊服務 | 4.29% | -0.83% | -13.62% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.93% | +0.24% | -5.33% | |
| 8 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.37% | +1.66% | -10.67% | |
| 9 | NOW | Servicenow Inc | 股票-科技 | 2.30% | -0.20% | -7.99% | |
| 10 | SNPS | Synopsys Inc | 股票-科技 | 2.13% | — | -5.23% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.06% | -0.06% | -9.58% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 2.04% | -0.91% | -17.08% | |
| 13 | WM | Waste Management Inc | 股票-工業 | 1.93% | -0.29% | -7.92% | |
| 14 | AMT | American Tower CORP | 股票-房地產 | 1.89% | -0.24% | +2.41% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.70% | +1.86% | NEW | |
| 16 | XYL | Xylem Inc | 股票-工業 | 1.70% | -0.17% | -11.71% | |
| 17 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.69% | -0.47% | -2.01% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 1.68% | -0.01% | -3.94% | |
| 19 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.62% | -0.02% | -9.22% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.60% | +0.23% | -5.78% | |
| 21 | T | At&t Inc | 股票-通訊服務 | 1.56% | -1.26% | +103.34% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.51% | +0.30% | -4.79% | |
| 23 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.50% | -0.15% | -9.73% | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.21% | -0.11% | -9.25% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.20% | +0.46% | +34.76% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.10% | -0.60% | -15.34% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.98% | -0.12% | +268.25% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.95% | — | -12.86% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.86% | -0.01% | -17.64% | |
| 30 | A | Agilent Technologies Inc | 股票-醫療保健 | 0.84% | -0.02% | -15.39% | |
| 31 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.69% | +0.01% | -69.67% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.68% | -0.04% | -39.83% | |
| 33 | PFE | Pfizer Inc | 股票-醫療保健 | 0.66% | -0.21% | +30.18% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.42% | +0.22% | -4.07% | |
| 35 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.42% | -0.30% | +3.35% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.38% | -0.06% | -53.48% | |
| 37 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.37% | -0.15% | +15.01% | |
| 38 | ENPH | Enphase Energy Inc | 股票-科技 | 0.36% | +0.04% | -2.94% | |
| 39 | CEG | Constellation Energy | 股票-公用事業 | 0.36% | -0.05% | +89.32% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.35% | -0.01% | +7.54% | |
| 41 | HON | Honeywell International Inc | 股票-工業 | 0.30% | -0.44% | +110.41% | |
| 42 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.29% | -0.01% | -14.35% | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.27% | +1.22% | -11.00% | |
| 44 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.27% | -0.40% | +94.79% | |
| 45 | WMT | Walmart Inc | 股票-非循環性消費 | 0.22% | -0.04% | -7.35% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.21% | -0.06% | -8.70% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.21% | -0.01% | -45.34% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.19% | — | -2.45% | |
| 49 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.18% | -0.04% | -0.01% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.18% | -0.03% | -15.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.2% | -8.25% | 減碼 |
| 2 | MSFT | Microsoft CORP | +2.1% | -9.45% | 減碼 |
| 3 | T | At&t Inc | +0.8% | +103.34% | 加碼 |
| 4 | MA | Mastercard Inc - A | +0.7% | +268.25% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.6% | -3.60% | 減碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.79% | 減碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +34.76% | 加碼 |
| 8 | NOW | Servicenow Inc | +0.3% | -7.99% | 減碼 |
| 9 | DIS | Walt Disney Co/the | +0.3% | -13.62% | 減碼 |
| 10 | CEG | Constellation Energy | +0.2% | +89.32% | 加碼 |
| 11 | SNPS | Synopsys Inc | +0.2% | -5.23% | 減碼 |
| 12 | HON | Honeywell International Inc | +0.2% | +110.41% | 加碼 |
| 13 | ORCL | Oracle CORP | +0.1% | +7.54% | 加碼 |
| 14 | NEE | Nextera Energy Inc | +0.1% | +94.79% | 加碼 |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | -10.67% | 減碼 |
| 16 | PFE | Pfizer Inc | +0.1% | +30.18% | 加碼 |
| 17 | ISRG | Intuitive Surgical Inc | +0.1% | -2.01% | 減碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | -11.00% | 減碼 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -4.07% | 減碼 |
| 20 | GLD | Spdr Gold Shares | +0.1% | +15.01% | 加碼 |
| 21 | TSLA | Tesla Inc | +0.1% | -12.86% | 減碼 |
| 22 | AMT | American Tower CORP | 0% | +2.41% | 加碼 |
| 23 | IFF | Intl Flavors & Fragrances | -0.1% | -90.13% | 減碼 |
| 24 | SLB | Slb LTD | -0.1% | -62.31% | 減碼 |
| 25 | UPS | United Parcel Service-cl B | -0.1% | -93.28% | 減碼 |
| 26 | PEP | Pepsico Inc | -0.1% | -49.46% | 減碼 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -17.64% | 減碼 |
| 28 | XYL | Xylem Inc | -0.1% | -11.71% | 減碼 |
| 29 | SBUX | Starbucks CORP | -0.1% | -94.24% | 減碼 |
| 30 | A | Agilent Technologies Inc | -0.2% | -15.39% | 減碼 |
| 31 | CRM | Salesforce Inc | -0.2% | -45.34% | 減碼 |
| 32 | CSCO | Cisco Systems Inc | -0.2% | -17.08% | 減碼 |
| 33 | V | Visa Inc-class A Shares | -0.2% | -3.48% | 減碼 |
| 34 | ENPH | Enphase Energy Inc | -0.2% | -2.94% | 減碼 |
| 35 | LLY | Eli Lilly & Co | -0.2% | -5.78% | 減碼 |
| 36 | WM | Waste Management Inc | -0.2% | -7.92% | 減碼 |
| 37 | VGT | Vanguard Info Tech ETF | -0.2% | -76.59% | 減碼 |
| 38 | OTIS | Otis Worldwide CORP | -0.3% | -9.73% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.3% | -9.25% | 減碼 |
| 40 | KHC | Kraft Heinz Co/the | -0.4% | -73.60% | 減碼 |
| 41 | ABBV | Abbvie Inc | -0.4% | -83.57% | 減碼 |
| 42 | CVX | Chevron CORP | -0.5% | -15.34% | 減碼 |
| 43 | CME | Cme Group Inc | -0.5% | -89.44% | 減碼 |
| 44 | KO | Coca-cola Co/the | -0.5% | -39.83% | 減碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.5% | -2.61% | 減碼 |
| 46 | MCD | Mcdonald's CORP | -0.5% | -53.48% | 減碼 |
| 47 | PG | Procter & Gamble Co/the | -0.6% | -5.33% | 減碼 |
| 48 | FTV | Fortive CORP | -1.2% | -99.35% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -1.2% | -4.79% | 減碼 |
| 50 | NKE | Nike Inc -cl B | -1.4% | -69.67% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Quintet Private Bank 在 Q2 2025 季度的美股持倉總市值約為 US$16.0億，共申報了 217 個公開持股部位。
在 Q2 2025 季度，Quintet Private Bank 按市值排列的前三大核心持股分別為：MSFT (13.8%)、NVDA (13.2%)、GOOGL (7.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 13.8% 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
MSFT
前期市值: US$2.0億
在 Q2 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 10 個部位、減碼 40 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。