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: 0001606134
申報總市值
US$2.0億
US$2.0億
51 檔
38.2%
Scholtz & Company, LLC 在 Q3 2025 季度的美股部位總計估值為 US$2.0億，分散於 51 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q3 2025 申報觀察，Scholtz & Company, LLC 採取防禦導向的調倉策略，本季減碼 25 檔個股並出清 5 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Scholtz & Company, LLC 的前 5 大核心持股（包含 MSFT, AMZN, MA 等）合計佔整體申報市值的 38.2%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
TSM
市值: US$532.8萬
本季最大獲利了結 / 清倉標的
KRE
前期市值: US$454.5萬
| # | 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 | 10.07% | -0.52% | -2.57% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.00% | +0.42% | +8.94% | |
| 3 | MA | Mastercard Inc - A | 股票-金融 | 5.96% | -0.40% | -0.17% | |
| 4 | RNMBY | Rheinmetall Ag-unsp Adr | 股票-其他 | 5.85% | -1.71% | +0.06% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.70% | +0.95% | -9.34% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.10% | -1.08% | -1.13% | |
| 7 | GE | General Electric | 股票-工業 | 3.52% | +0.72% | -5.25% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 3.30% | +0.14% | -0.73% | |
| 9 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 3.26% | -2.50% | EXIT | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 3.08% | +1.63% | -0.21% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.83% | -2.31% | EXIT | |
| 12 | INTU | Intuit Inc | 股票-科技 | 2.40% | — | +3.09% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.34% | +1.36% | -0.79% | |
| 14 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.31% | -0.03% | +20.42% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 2.24% | +0.53% | -5.42% | |
| 16 | PLMR | Palomar Holdings Inc | 股票-金融 | 2.24% | -0.01% | +15.98% | |
| 17 | UBER | Uber Technologies Inc | 股票-工業 | 2.16% | -0.05% | -20.98% | |
| 18 | TDG | Transdigm Group Inc | 股票-工業 | 2.07% | -2.19% | EXIT | |
| 19 | WM | Waste Management Inc | 股票-工業 | 1.84% | — | +0.63% | |
| 20 | PWR | Quanta Services Inc | 股票-工業 | 1.77% | — | -30.96% | |
| 21 | SPGI | S&p Global Inc | 股票-金融 | 1.74% | -0.19% | -1.19% | |
| 22 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 1.74% | — | -5.39% | |
| 23 | HGTY | Hagerty Inc-a | 股票-其他 | 1.72% | +0.09% | +35.28% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 1.60% | +1.55% | -0.16% | |
| 25 | PODD | Insulet CORP | 股票-醫療保健 | 1.53% | -1.63% | EXIT | |
| 26 | PM | Philip Morris International | 股票-非循環性消費 | 1.49% | — | +53.97% | |
| 27 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.38% | — | -7.81% | |
| 28 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.37% | -0.46% | -1.47% | |
| 29 | TTEK | Tetra Tech Inc | 股票-工業 | 1.37% | -0.48% | -16.04% | |
| 30 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 1.27% | -1.91% | EXIT | |
| 31 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 1.26% | -1.62% | EXIT | |
| 32 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 1.18% | +0.09% | +1.85% | |
| 33 | VVV | Valvoline Inc | 股票-循環性消費 | 1.14% | +0.27% | — | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.03% | — | -59.32% | |
| 35 | ETN | Eaton Corporation plc | 股票-工業 | 1.01% | +0.71% | — | |
| 36 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.94% | +0.39% | +377.82% | |
| 37 | PEN | Penumbra Inc | 股票-醫療保健 | 0.88% | -0.87% | EXIT | |
| 38 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 0.80% | — | -2.24% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | +1.25% | +0.33% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.31% | +0.04% | -0.95% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 0.21% | -0.03% | -2.50% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.20% | -0.05% | +11.78% | |
| 43 | AAPL | Apple Inc | 股票-科技 | 0.19% | +0.02% | +1.80% | |
| 44 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.17% | -0.03% | — | |
| 45 | FNV | Franco-nevada CORP | 股票-原物料 | 0.16% | — | +8.47% | |
| 46 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.15% | -0.03% | +4.49% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.14% | -0.10% | EXIT | |
| 48 | HON | Honeywell International Inc | 股票-工業 | 0.13% | -0.15% | EXIT | |
| 49 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.12% | — | +5.37% | |
| 50 | PFE | Pfizer Inc | 股票-醫療保健 | 0.11% | — | -28.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MS | Morgan Stanley | +1.9% | -5.42% | 加碼 |
| 2 | RNMBY | Rheinmetall Ag-unsp Adr | +1.6% | +0.06% | 減碼 |
| 3 | MSFT | Microsoft CORP | +1.5% | -2.57% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +1.1% | -9.34% | 減碼 |
| 5 | PWR | Quanta Services Inc | +0.8% | -30.96% | 加碼 |
| 6 | ASML | ASML Holding N.V. | +0.8% | -0.16% | 加碼 |
| 7 | DXCM | Dexcom Inc | +0.7% | +377.82% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.6% | +8.94% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.5% | -1.13% | 減碼 |
| 10 | NVDA | Nvidia CORP | +0.5% | -0.21% | 減碼 |
| 11 | GE | General Electric | +0.4% | -5.25% | 減碼 |
| 12 | PM | Philip Morris International | +0.4% | +53.97% | 加碼 |
| 13 | WYNN | Wynn Resorts LTD | +0.3% | +0.48% | 減碼 |
| 14 | PODD | Insulet CORP | +0.3% | +20.46% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.3% | +0.33% | 加碼 |
| 16 | INTU | Intuit Inc | +0.2% | +3.09% | 加碼 |
| 17 | CASY | Casey's General Stores Inc | +0.2% | -1.47% | 減碼 |
| 18 | GLD | Spdr Gold Shares | +0.1% | +20.42% | 減碼 |
| 19 | FNV | Franco-nevada CORP | 0% | +8.47% | 加碼 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.95% | 減碼 |
| 21 | DKNG | Draftkings Inc-cl A | 0% | +1.85% | 加碼 |
| 22 | TJX | Tjx Companies Inc | 0% | +11.78% | 減碼 |
| 23 | NEE | Nextera Energy Inc | 0% | +4.49% | 加碼 |
| 24 | PEN | Penumbra Inc | 0% | -2.32% | 加碼 |
| 25 | OLLI | Ollie's Bargain Outlet Holdi | -0.1% | -0.81% | 減碼 |
| 26 | COST | Costco Wholesale CORP | -0.1% | -22.22% | 減碼 |
| 27 | PFE | Pfizer Inc | -0.1% | -28.45% | 減碼 |
| 28 | UBER | Uber Technologies Inc | -0.2% | -20.98% | 減碼 |
| 29 | ABT | Abbott Laboratories | -0.3% | +3.03% | 加碼 |
| 30 | TTEK | Tetra Tech Inc | -0.3% | -16.04% | 減碼 |
| 31 | SPGI | S&p Global Inc | -0.3% | -1.19% | 減碼 |
| 32 | WM | Waste Management Inc | -0.4% | +0.63% | 減碼 |
| 33 | PLMR | Palomar Holdings Inc | -0.4% | +15.98% | 加碼 |
| 34 | ZTS | Zoetis Inc | -0.6% | -7.81% | 減碼 |
| 35 | FWONK | Liberty Media Corp-formula-c | -0.7% | -5.39% | 減碼 |
| 36 | V | Visa Inc-class A Shares | -0.8% | -0.73% | 減碼 |
| 37 | TDG | Transdigm Group Inc | -1.4% | -27.86% | 減碼 |
| 38 | MA | Mastercard Inc - A | -1.6% | -0.17% | 減碼 |
| 39 | CMG | Chipotle Mexican Grill Inc | -1.6% | -1.33% | 減碼 |
| 40 | UNH | Unitedhealth Group Inc | -4.1% | -59.32% | 減碼 |
| 41 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建倉 |
| 42 | KRE | Ss Spdr S&p Regional Bank | — | EXIT | 清倉 |
| 43 | HGTY | Hagerty Inc-a | — | NEW | 新建倉 |
| 44 | OWL | Blue Owl Capital Inc | — | EXIT | 清倉 |
| 45 | VVV | Valvoline Inc | — | NEW | 新建倉 |
| 46 | ETN | Eaton Corporation plc | — | NEW | 新建倉 |
| 47 | LLY | Eli Lilly & Co | — | EXIT | 清倉 |
| 48 | VCEL | Vericel CORP | — | EXIT | 清倉 |
| 49 | CWAN | Clearwater Analytics Holdings, Inc. | — | NEW | 新建倉 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Scholtz & Company, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$2.0億，共申報了 51 個公開持股部位。
在 Q3 2025 季度，Scholtz & Company, LLC 按市值排列的前三大核心持股分別為：MSFT (10.1%)、AMZN (6.0%)、MA (6.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.1% 的權重。
在 Q3 2025 季度中，Scholtz & Company, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 15 個部位、減碼 25 個部位以及清倉 5 個部位。 其中最大新建倉標的為 TSM。 本季清倉部位包含 KRE。
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。
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。
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。