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
197 檔
50.2%
在 Q4 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 197 個公開申報部位。
從 Q4 2025 申報觀察，Quintet Private Bank 採取防禦導向的調倉策略，本季減碼 40 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 NVDA, MSFT, GOOGL）累計市值佔比達 50.2%，是驅動 Quintet Private Bank 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 | NVDA | Nvidia CORP | 股票-科技 | 14.37% | -0.52% | -4.63% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 12.63% | -0.77% | -2.44% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 9.65% | +1.01% | -8.82% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.25% | -0.05% | -4.12% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.83% | +0.11% | -3.81% | |
| 6 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.58% | -0.83% | -3.45% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.42% | +0.24% | -0.26% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.02% | -0.06% | -2.88% | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.22% | +1.86% | NEW | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.19% | +0.22% | +23.88% | |
| 11 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.14% | +1.66% | -0.95% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.04% | +0.23% | -8.73% | |
| 13 | SNPS | Synopsys Inc | 股票-科技 | 1.92% | — | +1.88% | |
| 14 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.83% | -0.11% | +3.00% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.70% | -0.91% | -24.60% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.65% | +0.30% | +0.98% | |
| 17 | AMT | American Tower CORP | 股票-房地產 | 1.62% | -0.24% | +1.10% | |
| 18 | NOW | Servicenow Inc | 股票-科技 | 1.61% | -0.20% | +383.07% | |
| 19 | WM | Waste Management Inc | 股票-工業 | 1.58% | -0.29% | -11.07% | |
| 20 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.50% | -0.47% | -21.50% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.38% | +0.46% | -12.21% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.37% | -0.60% | -0.67% | |
| 23 | TSLA | Tesla Inc | 股票-循環性消費 | 1.34% | — | -0.18% | |
| 24 | XYL | Xylem Inc | 股票-工業 | 1.34% | -0.17% | -11.40% | |
| 25 | T | At&t Inc | 股票-通訊服務 | 1.25% | -1.26% | -7.30% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 1.16% | -0.12% | -9.71% | |
| 27 | FSLR | First Solar Inc | 股票-科技 | 1.04% | +0.04% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.88% | -0.01% | -1.84% | |
| 29 | KLAC | Kla CORP | 股票-科技 | 0.87% | -0.03% | -9.16% | |
| 30 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.83% | -0.15% | -1.94% | |
| 31 | PFE | Pfizer Inc | 股票-醫療保健 | 0.73% | -0.21% | -2.85% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 0.72% | -0.01% | -11.81% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.55% | -0.04% | -10.86% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.47% | -0.30% | -6.86% | |
| 35 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.45% | -0.01% | -10.49% | |
| 36 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.44% | -0.04% | -5.59% | |
| 37 | CEG | Constellation Energy | 股票-公用事業 | 0.40% | -0.05% | +5.47% | |
| 38 | HON | Honeywell International Inc | 股票-工業 | 0.37% | -0.44% | +23.99% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.35% | -0.40% | -12.57% | |
| 40 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.31% | +0.01% | -18.52% | |
| 41 | ENPH | Enphase Energy Inc | 股票-科技 | 0.25% | +0.04% | -11.68% | |
| 42 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.23% | -0.15% | -45.11% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | -0.06% | +2.29% | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.21% | -0.04% | -18.18% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.21% | -0.06% | -38.13% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.20% | -0.03% | -5.41% | |
| 47 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.17% | -0.21% | +39.94% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.17% | -0.04% | -4.57% | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.15% | -0.03% | +8.71% | |
| 50 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.14% | -0.02% | -84.12% |
| # | 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 | +1.7% | -8.82% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -2.88% | 減碼 |
| 3 | LLY | Eli Lilly & Co | +0.5% | -8.73% | 減碼 |
| 4 | MRK | Merck & Co. Inc. | +0.5% | +3.00% | 加碼 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.4% | -1.61% | 減碼 |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +23.88% | 加碼 |
| 7 | WBD | Warner Bros Discovery Inc | +0.1% | -5.59% | 減碼 |
| 8 | V | Visa Inc-class A Shares | +0.1% | -3.81% | 減碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | -4.12% | 減碼 |
| 10 | HON | Honeywell International Inc | +0.1% | +23.99% | 加碼 |
| 11 | CEG | Constellation Energy | +0.1% | +5.47% | 加碼 |
| 12 | BSX | Boston Scientific CORP | +0.1% | +39.94% | 加碼 |
| 13 | CVX | Chevron CORP | 0% | -0.67% | 減碼 |
| 14 | SNPS | Synopsys Inc | 0% | +1.88% | 加碼 |
| 15 | UNH | Unitedhealth Group Inc | — | +0.98% | 加碼 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 0% | -12.21% | 減碼 |
| 17 | PFE | Pfizer Inc | 0% | -2.85% | 減碼 |
| 18 | KO | Coca-cola Co/the | 0% | -10.86% | 減碼 |
| 19 | DIS | Walt Disney Co/the | 0% | -3.45% | 減碼 |
| 20 | OTIS | Otis Worldwide CORP | 0% | -1.94% | 減碼 |
| 21 | SCI | Service CORP International | 0% | -18.08% | 減碼 |
| 22 | PLD | Prologis Inc | 0% | -38.28% | 減碼 |
| 23 | APP | Applovin Corp-class A | 0% | -28.50% | 減碼 |
| 24 | ENPH | Enphase Energy Inc | -0.1% | -11.68% | 減碼 |
| 25 | PINS | Pinterest Inc- Class A | -0.1% | -33.83% | 減碼 |
| 26 | AMT | American Tower CORP | -0.1% | +1.10% | 加碼 |
| 27 | MA | Mastercard Inc - A | -0.1% | -9.71% | 減碼 |
| 28 | ADBE | Adobe Inc | -0.1% | -11.81% | 減碼 |
| 29 | SYK | Stryker CORP | -0.1% | -58.35% | 減碼 |
| 30 | CRM | Salesforce Inc | -0.1% | -54.71% | 減碼 |
| 31 | NKE | Nike Inc -cl B | -0.1% | -18.52% | 減碼 |
| 32 | INTC | Intel CORP | -0.1% | -83.24% | 減碼 |
| 33 | MCD | Mcdonald's CORP | -0.1% | -38.13% | 減碼 |
| 34 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -6.86% | 減碼 |
| 35 | PG | Procter & Gamble Co/the | -0.1% | -0.26% | 減碼 |
| 36 | GLD | Spdr Gold Shares | -0.1% | -45.11% | 減碼 |
| 37 | WM | Waste Management Inc | -0.2% | -11.07% | 減碼 |
| 38 | UNP | Union Pacific CORP | -0.2% | -90.71% | 減碼 |
| 39 | PANW | Palo Alto Networks Inc | -0.2% | -0.95% | 減碼 |
| 40 | NVDA | Nvidia CORP | -0.2% | -4.63% | 減碼 |
| 41 | AVGO | Broadcom Inc | -0.2% | -74.06% | 減碼 |
| 42 | CSCO | Cisco Systems Inc | -0.2% | -24.60% | 減碼 |
| 43 | T | At&t Inc | -0.2% | -7.30% | 減碼 |
| 44 | XYL | Xylem Inc | -0.2% | -11.40% | 減碼 |
| 45 | ORCL | Oracle CORP | -0.2% | -80.12% | 減碼 |
| 46 | NOW | Servicenow Inc | -0.3% | +383.07% | 加碼 |
| 47 | MSFT | Microsoft CORP | -0.7% | -2.44% | 減碼 |
| 48 | A | Agilent Technologies Inc | -0.8% | -92.26% | 減碼 |
| 49 | PYPL | Paypal Holdings Inc | -0.9% | -84.12% | 減碼 |
| 50 | FSLR | First Solar Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Quintet Private Bank 在 Q4 2025 季度的美股持倉總市值約為 US$16.0億，共申報了 197 個公開持股部位。
在 Q4 2025 季度，Quintet Private Bank 按市值排列的前三大核心持股分別為：NVDA (14.4%)、MSFT (12.6%)、GOOGL (9.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 14.4% 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
FSLR
市值: US$1784.4萬
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$2.6億
在 Q4 2025 季度中，Quintet Private Bank 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 9 個部位、減碼 40 個部位以及清倉 0 個部位。 其中最大新建倉標的為 FSLR。
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。