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: 0001544366
申報總市值
US$3.2億
US$3.2億
294 檔
9.3%
根據最新整理的 13F 季度數據集，Samalin Investment Counsel, LLC 於 Q2 2025 結束時的管理資產規模為 US$3.2億。該機構在本季度申報了 294 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2025，Samalin Investment Counsel, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 5 個新部位，並對 25 個既有持股進行加碼（合計增持 30 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, SPY）占據了總市值的 9.3%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 294 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 | AAPL | Apple Inc | 股票-科技 | 2.92% | +0.16% | +0.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.05% | +2.38% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.17% | +0.07% | -3.43% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.10% | +0.37% | +2.10% | |
| 5 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 2.07% | -0.70% | -13.18% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.74% | +0.05% | +18.90% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.69% | -0.08% | +6.77% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.69% | +0.01% | +16.90% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.55% | -0.07% | +14.35% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.54% | — | +18.75% | |
| 11 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.22% | -0.80% | +5.72% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.16% | -0.19% | -1.20% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.11% | — | +12.85% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.07% | +0.03% | -2.09% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.04% | +0.06% | +1.21% | |
| 16 | MPLX | Mplx LP | 股票-能源 | 1.03% | -0.13% | -3.02% | |
| 17 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.03% | +0.22% | +0.54% | |
| 18 | ETN | Eaton Corporation plc | 股票-工業 | 1.02% | +0.05% | — | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.04% | -0.77% | |
| 20 | USTB | Victoryshares Short-term Bon | ETF-其他 | 0.99% | -0.16% | -2.65% | |
| 21 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.97% | +0.33% | +5.65% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.95% | +2.47% | -8.69% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | +0.10% | -25.28% | |
| 24 | BIZD | Vaneck Bdc Income ETF | ETF-其他 | 0.86% | -0.02% | +0.85% | |
| 25 | EPD | Enterprise Products Partners | 股票-能源 | 0.80% | -0.19% | +6.89% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.77% | — | +3.36% | |
| 27 | PFFA | Virtus Infracap US Pref Stck | ETF-其他 | 0.75% | -0.14% | +5.61% | |
| 28 | MLCO | Melco Resorts & Entert-adr | 股票-其他 | 0.73% | -0.05% | +0.94% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.73% | +0.04% | +18.53% | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.72% | +0.03% | -11.93% | |
| 31 | RQI | Cohen & Steers Qual Inc Rlty | 股票-其他 | 0.70% | -0.14% | +1.03% | |
| 32 | APO | Apollo Global Management Inc | 股票-金融 | 0.65% | -0.05% | +72.59% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.62% | -0.02% | +7.75% | |
| 34 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.62% | +0.01% | +15.70% | |
| 35 | ARCC | Ares Capital CORP | 股票-金融 | 0.60% | -0.08% | +3.42% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | -0.23% | +3.35% | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.59% | -0.01% | +6.30% | |
| 38 | OPRA | Opera Ltd-adr | 股票-其他 | 0.57% | +0.06% | +15.72% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.53% | +0.24% | +1.59% | |
| 40 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-其他 | 0.53% | -0.06% | -13.92% | |
| 41 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.52% | +0.01% | +11.57% | |
| 42 | HQH | Abrdn Healthcare Investors | 股票-其他 | 0.52% | +0.27% | +9.75% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.52% | -0.08% | +0.14% | |
| 44 | DFSD | Dimensional Short Duration | ETF-其他 | 0.51% | -0.05% | -15.20% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | +0.04% | +2.82% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.49% | +0.21% | +124.34% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.49% | +0.02% | +5.92% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.48% | +0.03% | -1.89% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.47% | — | +26.36% | |
| 50 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 0.47% | -0.05% | -16.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +2.10% | 加碼 |
| 2 | MSFT | Microsoft CORP | +0.5% | +2.38% | 加碼 |
| 3 | IWY | Ishares Russell Top 200 Grow | +0.4% | +18.90% | 加碼 |
| 4 | ITOT | Ishares Core S&p Total U.s. | +0.3% | +16.90% | 加碼 |
| 5 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +18.75% | 加碼 |
| 6 | APO | Apollo Global Management Inc | +0.3% | +72.59% | 加碼 |
| 7 | FVR | Frontview Reit Inc | +0.3% | NEW | 新建倉 |
| 8 | SNREN | Sunrise Communicat-cl A | +0.3% | NEW | 新建倉 |
| 9 | ETN | Eaton Corporation plc | +0.2% | — | 不變 |
| 10 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | +5.65% | 加碼 |
| 11 | DGRO | Ishares Core Dividend Growth | +0.2% | +14.35% | 加碼 |
| 12 | MLCO | Melco Resorts & Entert-adr | +0.2% | +0.94% | 加碼 |
| 13 | AVGO | Broadcom Inc | +0.2% | -1.89% | 減碼 |
| 14 | MCHP 7.5 03-15-28債券 | Microchip Technology Inc | +0.2% | +74.17% | 加碼 |
| 15 | DFAC | Dimensional US Core Equity 2 | +0.2% | +12.85% | 加碼 |
| 16 | CLS | Celestica Inc | +0.2% | -0.84% | 減碼 |
| 17 | RDDT | Reddit Inc-cl A | +0.2% | NEW | 新建倉 |
| 18 | OPRA | Opera Ltd-adr | +0.1% | +15.72% | 加碼 |
| 19 | AMZN | Amazon.com Inc | +0.1% | +15.70% | 加碼 |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +143.61% | 加碼 |
| 21 | ONL | Orion Properties Inc | +0.1% | +122.03% | 加碼 |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | +18.53% | 加碼 |
| 23 | NRG | Nrg Energy Inc | +0.1% | NEW | 新建倉 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | -0.77% | 減碼 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +124.34% | 加碼 |
| 26 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.12% | 加碼 |
| 27 | PCF | High Income Securities Fund | +0.1% | +185.55% | 加碼 |
| 28 | QCOM | Qualcomm Inc | +0.1% | NEW | 新建倉 |
| 29 | FLEX | Flex Ltd. | +0.1% | -1.56% | 減碼 |
| 30 | XLK | Ss Technology Select Sector | +0.1% | +5.87% | 加碼 |
| 31 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +42.39% | 加碼 |
| 32 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +11.57% | 加碼 |
| 33 | IVV | Ishares Core S&p 500 ETF | +0.1% | +7.75% | 加碼 |
| 34 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | -0.91% | 減碼 |
| 35 | GLD | Spdr Gold Shares | +0.1% | +5.72% | 加碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.43% | 減碼 |
| 37 | WDAY | Workday Inc-class A | -0.1% | EXIT | 清倉 |
| 38 | REGN | Regeneron Pharmaceuticals | -0.1% | -40.09% | 減碼 |
| 39 | IBB | Ishares Biotechnology ETF | -0.1% | EXIT | 清倉 |
| 40 | CCI | Crown Castle Inc | -0.1% | EXIT | 清倉 |
| 41 | SPOT | Spotify Technology S.A. | -0.1% | -47.31% | 減碼 |
| 42 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清倉 |
| 43 | OXY | Occidental Petroleum CORP | -0.2% | -60.52% | 減碼 |
| 44 | XOM | Exxon Mobil CORP | -0.2% | -33.56% | 減碼 |
| 45 | HR | Healthcare Realty Trust Inc | -0.2% | EXIT | 清倉 |
| 46 | SLB | Slb LTD | -0.3% | EXIT | 清倉 |
| 47 | LLY | Eli Lilly & Co | -0.3% | -45.97% | 減碼 |
| 48 | HALO | Halozyme Therapeutics Inc | -0.3% | EXIT | 清倉 |
| 49 | OUNZ | Vaneck Merk Gold ETF | -0.3% | -13.18% | 減碼 |
| 50 | AAPL | Apple Inc | -0.4% | +0.16% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Samalin Investment Counsel, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$3.2億，共申報了 294 個公開持股部位。
在 Q2 2025 季度，Samalin Investment Counsel, LLC 按市值排列的前三大核心持股分別為：AAPL (2.9%)、MSFT (2.2%)、SPY (2.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 2.9% 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
FVR
市值: US$68.2萬
本季最大獲利了結 / 清倉標的
HALO
前期市值: US$68.5萬
在 Q2 2025 季度中，Samalin Investment Counsel, LLC 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 25 個部位、減碼 12 個部位以及清倉 7 個部位。 其中最大新建倉標的為 FVR。 本季清倉部位包含 HALO。
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。