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: 0001009005
申報總市值
US$2.8億
US$2.8億
97 檔
23.9%
Q2 2025 季度申報顯示，Shaker Investments Llc/oh 揭露的美股組合總市值為 US$2.8億，涵蓋 97 個不同之權益投資部位。
Q2 2025 的申報記錄反映 Shaker Investments Llc/oh 的板塊替換策略：機構本季推動了 26 筆增持與 24 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 AX, AVGO, NVDA）占據了總市值的 23.9%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
MU
市值: US$338.9萬
本季最大獲利了結 / 清倉標的
BURL
前期市值: US$188.9萬
| # | 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 | AX | Axos Financial Inc | 股票-金融 | 12.77% | -1.81% | -3.00% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.77% | -0.18% | +14.03% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.16% | +0.32% | +45.67% | |
| 4 | PODD | Insulet CORP | 股票-醫療保健 | 2.95% | -1.77% | EXIT | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.54% | +0.40% | -3.96% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.36% | -0.15% | +45.55% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.06% | +0.50% | -43.97% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.96% | -0.27% | -40.99% | |
| 9 | ✓ | 股票-其他 | 1.95% | — | — | ||
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.95% | -0.10% | -40.43% | |
| 11 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.94% | -1.23% | -4.46% | |
| 12 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 1.88% | -1.29% | EXIT | |
| 13 | FTNT | Fortinet Inc | 股票-科技 | 1.79% | +0.41% | +25.11% | |
| 14 | UBER | Uber Technologies Inc | 股票-工業 | 1.75% | -0.21% | +79.63% | |
| 15 | AGX | Argan Inc | 股票-工業 | 1.71% | -1.67% | EXIT | |
| 16 | DXCM | Dexcom Inc | 股票-醫療保健 | 1.70% | +0.40% | NEW | |
| 17 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 1.65% | — | -13.46% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.64% | -1.34% | +22.04% | |
| 19 | MCHP | Microchip Technology Inc | 股票-科技 | 1.63% | +0.64% | +317.43% | |
| 20 | NOW | Servicenow Inc | 股票-科技 | 1.58% | — | +6.30% | |
| 21 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.56% | -0.21% | +1342.40% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 1.48% | -0.38% | -35.46% | |
| 23 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 1.48% | — | -10.13% | |
| 24 | EOG | Eog Resources Inc | 股票-能源 | 1.48% | — | +30.20% | |
| 25 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.40% | — | -3.59% | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 1.39% | +3.53% | — | |
| 27 | PAYC | Paycom Software Inc | 股票-科技 | 1.35% | — | -3.61% | |
| 28 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.34% | -0.16% | -5.97% | |
| 29 | IRMD | Iradimed CORP | 股票-其他 | 1.30% | +0.17% | +21.99% | |
| 30 | ANET | Arista Networks Inc | 股票-科技 | 1.28% | +0.14% | -4.24% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.25% | -0.33% | — | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 1.20% | — | -23.66% | |
| 33 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.13% | -0.08% | -4.65% | |
| 34 | MSI | Motorola Solutions Inc | 股票-科技 | 1.13% | -0.93% | EXIT | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | -0.99% | EXIT | |
| 36 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.09% | +0.18% | -18.22% | |
| 37 | PGR | Progressive CORP | 股票-金融 | 1.07% | — | — | |
| 38 | MS | Morgan Stanley | 股票-金融 | 1.04% | -0.01% | -4.80% | |
| 39 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.98% | -0.46% | EXIT | |
| 40 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.94% | -0.42% | EXIT | |
| 41 | CELH | Celsius Holdings Inc | 股票-非循環性消費 | 0.84% | -0.23% | — | |
| 42 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 0.81% | -0.03% | -45.94% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.80% | — | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.80% | -0.08% | -0.66% | |
| 45 | CART | Maplebear Inc | 股票-循環性消費 | 0.76% | +0.08% | NEW | |
| 46 | SRAD | Sportradar Group AG | 股票-其他 | 0.73% | — | +44.61% | |
| 47 | WDAY | Workday Inc-class A | 股票-科技 | 0.67% | — | -4.12% | |
| 48 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.66% | -0.22% | — | |
| 49 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.65% | — | -5.11% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.65% | -0.05% | +5.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | +45.67% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1.8% | +14.03% | 加碼 |
| 3 | MU | Micron Technology Inc | +1.4% | NEW | 新建倉 |
| 4 | MCHP | Microchip Technology Inc | +1.3% | +317.43% | 加碼 |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +1.3% | NEW | 新建倉 |
| 6 | PGR | Progressive CORP | +1.1% | NEW | 新建倉 |
| 7 | NFLX | Netflix Inc | +1.1% | +79.45% | 加碼 |
| 8 | DXCM | Dexcom Inc | +1% | +116.01% | 加碼 |
| 9 | UBER | Uber Technologies Inc | +0.9% | +79.63% | 加碼 |
| 10 | CELH | Celsius Holdings Inc | +0.8% | NEW | 新建倉 |
| 11 | VGK | Vanguard Ftse Europe ETF | +0.8% | NEW | 新建倉 |
| 12 | CART | Maplebear Inc | +0.8% | NEW | 新建倉 |
| 13 | JPM | Jpmorgan Chase & Co | +0.7% | +45.55% | 加碼 |
| 14 | TJX | Tjx Companies Inc | +0.7% | NEW | 新建倉 |
| 15 | MSFT | Microsoft CORP | +0.5% | +22.04% | 加碼 |
| 16 | DT | Dynatrace Inc | +0.5% | NEW | 新建倉 |
| 17 | PODD | Insulet CORP | +0.4% | +15.00% | 加碼 |
| 18 | GRND | Grindr Inc | +0.4% | NEW | 新建倉 |
| 19 | DIOD | Diodes Inc | +0.4% | NEW | 新建倉 |
| 20 | LSCC | Lattice Semiconductor CORP | +0.3% | NEW | 新建倉 |
| 21 | SRAD | Sportradar Group AG | +0.3% | +44.61% | 加碼 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -3.96% | 減碼 |
| 23 | FTNT | Fortinet Inc | +0.3% | +25.11% | 加碼 |
| 24 | NOW | Servicenow Inc | +0.2% | +6.30% | 加碼 |
| 25 | IRMD | Iradimed CORP | +0.2% | +21.99% | 加碼 |
| 26 | FIX | Comfort Systems USA Inc | +0.2% | -18.22% | 減碼 |
| 27 | AGX | Argan Inc | +0.1% | -25.05% | 減碼 |
| 28 | OLLI | Ollie's Bargain Outlet Holdi | +0.1% | +10.03% | 加碼 |
| 29 | ANET | Arista Networks Inc | +0.1% | -4.24% | 減碼 |
| 30 | EOG | Eog Resources Inc | +0.1% | +30.20% | 加碼 |
| 31 | CVLG | Covenant Logistics Group Inc | -0.3% | EXIT | 清倉 |
| 32 | P | Everpure Inc-a | -0.3% | EXIT | 清倉 |
| 33 | SFBS | Servisfirst Bancshares Inc | -0.3% | EXIT | 清倉 |
| 34 | AX | Axos Financial Inc | -0.4% | -3.00% | 減碼 |
| 35 | STX | Seagate Technology Holdings plc | -0.5% | EXIT | 清倉 |
| 36 | ZBRA | Zebra Technologies Corp-cl A | -0.5% | -42.09% | 減碼 |
| 37 | BOOT | Boot Barn Holdings Inc | -0.6% | -79.18% | 減碼 |
| 38 | CRM | Salesforce Inc | -0.6% | -23.66% | 減碼 |
| 39 | PYPL | Paypal Holdings Inc | -0.6% | -51.65% | 減碼 |
| 40 | MMSI | Merit Medical Systems Inc | -0.7% | -37.83% | 減碼 |
| 41 | WSO | Watsco Inc | -0.7% | EXIT | 清倉 |
| 42 | FANG | Diamondback Energy Inc | -0.9% | EXIT | 清倉 |
| 43 | RSPF | Invesco S&p 500 Equal Weight | -0.9% | EXIT | 清倉 |
| 44 | BURL | Burlington Stores Inc | -0.9% | EXIT | 清倉 |
| 45 | META | Meta Platforms Inc-class A | -1.1% | -40.99% | 減碼 |
| 46 | KNSL | Kinsale Capital Group Inc | -1.3% | -50.87% | 減碼 |
| 47 | HALO | Halozyme Therapeutics Inc | -1.4% | -45.94% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -1.4% | -40.43% | 減碼 |
| 49 | AAPL | Apple Inc | -1.5% | -35.46% | 減碼 |
| 50 | AMZN | Amazon.com Inc | -1.7% | -43.97% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Shaker Investments Llc/oh 在 Q2 2025 季度的美股持倉總市值約為 US$2.8億，共申報了 97 個公開持股部位。
在 Q2 2025 季度，Shaker Investments Llc/oh 按市值排列的前三大核心持股分別為：AX (12.8%)、AVGO (4.8%)、NVDA (4.2%)。其中最大持股部位 AX 佔據整體投資組合約 12.8% 的權重。
在 Q2 2025 季度中，Shaker Investments Llc/oh 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 15 個部位、減碼 16 個部位以及清倉 8 個部位。 其中最大新建倉標的為 MU。 本季清倉部位包含 BURL。
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。