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: 0001568540
申報總市值
US$17.4億
US$17.4億
111 檔
35.4%
在 Q2 2025 申報期間，Sather Financial Group Inc（CIK: 0001568540）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$17.4億，共持有 111 個公開申報部位。
Q2 2025 數據顯示 Sather Financial Group Inc 積極進場，新開立 11 個部位並同步加碼 21 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 BRK-B, GOOG, MSFT）累計市值佔比達 35.4%，是驅動 Sather Financial Group Inc 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 10.83% | -0.07% | -1.08% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 7.55% | -1.17% | -0.79% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.74% | +0.02% | -3.66% | |
| 4 | ANET | Arista Networks Inc | 股票-科技 | 5.86% | +0.20% | +1.98% | |
| 5 | BN | Brookfield CORP | 股票-金融 | 5.19% | -0.07% | -2.78% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 4.57% | +0.21% | -0.10% | |
| 7 | DG | Dollar General CORP | 股票-非循環性消費 | 3.93% | -0.34% | +5.82% | |
| 8 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 3.71% | +0.69% | -5.67% | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 3.35% | -0.01% | +2.23% | |
| 10 | PYPL | Paypal Holdings Inc | 股票-金融 | 3.35% | — | -1.49% | |
| 11 | PAYC | Paycom Software Inc | 股票-科技 | 3.30% | +0.46% | -7.36% | |
| 12 | SPGI | S&p Global Inc | 股票-金融 | 3.20% | -1.99% | EXIT | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 3.17% | +0.17% | -0.15% | |
| 14 | ROST | Ross Stores Inc | 股票-循環性消費 | 3.15% | -3.71% | -1.10% | |
| 15 | MKL | Markel Group Inc | 股票-金融 | 3.11% | -0.11% | +0.60% | |
| 16 | INTU | Intuit Inc | 股票-科技 | 2.87% | -0.36% | -7.22% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 2.84% | +0.08% | +5.09% | |
| 18 | NKE | Nike Inc -cl B | 股票-循環性消費 | 2.79% | -0.29% | +11.26% | |
| 19 | BA | Boeing Co/the | 股票-工業 | 2.77% | +1.18% | +19.90% | |
| 20 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.60% | +0.58% | +2.34% | |
| 21 | ACN | Accenture plc | 股票-科技 | 2.40% | -0.65% | +2.63% | |
| 22 | AZO | Autozone Inc | 股票-循環性消費 | 1.91% | -0.01% | -4.05% | |
| 23 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.57% | +0.87% | -0.88% | |
| 24 | GE | General Electric | 股票-工業 | 1.55% | +1.32% | +8418.64% | |
| 25 | UNP | Union Pacific CORP | 股票-工業 | 1.35% | +0.08% | +5.47% | |
| 26 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.91% | — | +5.33% | |
| 27 | JNP | Juniper Networks Inc | 股票-其他 | 0.77% | — | -2.30% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.38% | +0.16% | +1252.50% | |
| 29 | AAPL | Apple Inc | 股票-科技 | 0.37% | +0.08% | -0.84% | |
| 30 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.32% | -0.22% | -0.57% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.27% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.23% | +0.05% | +3.77% | |
| 33 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.21% | +0.05% | +0.61% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.17% | +0.02% | +0.95% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.16% | +0.01% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.12% | — | -2.88% | |
| 37 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 0.12% | — | — | |
| 38 | AMGN | Amgen Inc | 股票-醫療保健 | 0.11% | -0.01% | +35.11% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.09% | +0.02% | +2.02% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.08% | +0.02% | -0.89% | |
| 41 | BF-A | Brown-forman Corp-class A | 股票-其他 | 0.07% | — | -1.03% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.07% | — | — | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.07% | — | — | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.06% | -0.01% | +37.63% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.06% | — | — | |
| 46 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.06% | — | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.06% | +0.02% | +0.28% | |
| 48 | MS | Morgan Stanley | 股票-金融 | 0.06% | +0.02% | — | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.05% | — | +108.85% | |
| 50 | COF | Capital One Financial CORP | 股票-金融 | 0.05% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +1.5% | +8418.64% | 加碼 |
| 2 | ANET | Arista Networks Inc | +1% | +1.98% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.9% | -3.66% | 減碼 |
| 4 | DG | Dollar General CORP | +0.8% | +5.82% | 加碼 |
| 5 | BA | Boeing Co/the | +0.7% | +19.90% | 加碼 |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | +1252.50% | 加碼 |
| 7 | NKE | Nike Inc -cl B | +0.3% | +11.26% | 加碼 |
| 8 | INTU | Intuit Inc | +0.2% | -7.22% | 減碼 |
| 9 | BN | Brookfield CORP | +0.2% | -2.78% | 減碼 |
| 10 | NXPI | NXP Semiconductors N.V. | +0.2% | +2.34% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -0.79% | 減碼 |
| 12 | MS | Morgan Stanley | +0.1% | NEW | 新建倉 |
| 13 | COF | Capital One Financial CORP | +0.1% | NEW | 新建倉 |
| 14 | HDB | Hdfc Bank Ltd-adr | 0% | NEW | 新建倉 |
| 15 | PM | Philip Morris International | 0% | NEW | 新建倉 |
| 16 | PYPL | Paypal Holdings Inc | 0% | -1.49% | 減碼 |
| 17 | BAM | Brookfield Asset Mgmt-a | 0% | -0.88% | 減碼 |
| 18 | ITW | Illinois Tool Works | 0% | NEW | 新建倉 |
| 19 | YUM | Yum! Brands Inc | 0% | NEW | 新建倉 |
| 20 | ABBV | Abbvie Inc | 0% | NEW | 新建倉 |
| 21 | NVDA | Nvidia CORP | 0% | +2.02% | 加碼 |
| 22 | JNJ | Johnson & Johnson | 0% | +108.85% | 加碼 |
| 23 | WFC | Wells Fargo & Co | 0% | +37.63% | 加碼 |
| 24 | ENB | Enbridge Inc | 0% | NEW | 新建倉 |
| 25 | QQQM | Invesco Nasdaq 100 ETF | 0% | NEW | 新建倉 |
| 26 | AFL | Aflac Inc | 0% | NEW | 新建倉 |
| 27 | DUK | Duke Energy CORP | 0% | NEW | 新建倉 |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | +3.77% | 加碼 |
| 29 | AMZN | Amazon.com Inc | 0% | +0.61% | 加碼 |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +0.95% | 加碼 |
| 31 | AMGN | Amgen Inc | 0% | +35.11% | 加碼 |
| 32 | VLO | Valero Energy CORP | 0% | +68.88% | 加碼 |
| 33 | JNP | Juniper Networks Inc | 0% | -2.30% | 減碼 |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | EXIT | 清倉 |
| 35 | BF-A | Brown-forman Corp-class A | 0% | -1.03% | 減碼 |
| 36 | AAPL | Apple Inc | -0.1% | -0.84% | 減碼 |
| 37 | MKL | Markel Group Inc | -0.1% | +0.60% | 加碼 |
| 38 | UNP | Union Pacific CORP | -0.1% | +5.47% | 加碼 |
| 39 | ADBE | Adobe Inc | -0.1% | +5.09% | 加碼 |
| 40 | QCOM | Qualcomm Inc | -0.2% | +2.23% | 加碼 |
| 41 | MA | Mastercard Inc - A | -0.3% | -0.15% | 減碼 |
| 42 | BF-B | Brown-forman Corp-class B | -0.3% | +5.33% | 加碼 |
| 43 | ACN | Accenture plc | -0.3% | +2.63% | 加碼 |
| 44 | AZO | Autozone Inc | -0.4% | -4.05% | 減碼 |
| 45 | MNST | Monster Beverage CORP | -0.4% | -5.67% | 減碼 |
| 46 | ROST | Ross Stores Inc | -0.4% | -1.10% | 減碼 |
| 47 | PAYC | Paycom Software Inc | -0.4% | -7.36% | 減碼 |
| 48 | V | Visa Inc-class A Shares | -0.5% | -0.10% | 減碼 |
| 49 | SPGI | S&p Global Inc | -0.5% | -8.32% | 減碼 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -2.5% | -1.08% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sather Financial Group Inc 在 Q2 2025 季度的美股持倉總市值約為 US$17.4億，共申報了 111 個公開持股部位。
在 Q2 2025 季度，Sather Financial Group Inc 按市值排列的前三大核心持股分別為：BRK-B (10.8%)、GOOG (7.5%)、MSFT (6.7%)。其中最大持股部位 BRK-B 佔據整體投資組合約 10.8% 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。
本季最大新建倉標的
MS
市值: US$98.9萬
本季最大獲利了結 / 清倉標的
BIL
前期市值: US$34.2萬
在 Q2 2025 季度中，Sather Financial Group Inc 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 21 個部位、減碼 17 個部位以及清倉 1 個部位。 其中最大新建倉標的為 MS。 本季清倉部位包含 BIL。
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。