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: 0001211028
申報總市值
US$10.0億
US$10.0億
1296 檔
71.6%
在 Q2 2025 申報期間，Shell Asset Management Co（CIK: 0001211028）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$10.0億，共持有 1296 個公開申報部位。
Shell Asset Management Co 於 Q2 2025 展現出進攻型調倉步調，本季推動了 0 檔股票的新建倉與 48 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Shell Asset Management Co 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合計佔整體申報市值的 71.6%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1296 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 | NVDA | Nvidia CORP | 股票-科技 | 6.79% | +1.56% | +26.19% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.00% | +0.22% | +25.92% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.98% | -0.58% | +26.22% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.98% | -0.88% | +23.40% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.87% | -0.41% | +25.29% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.12% | +0.84% | +31.62% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.74% | +0.45% | +26.57% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.38% | -0.66% | +19.67% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.38% | +0.58% | +31.89% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.33% | -0.63% | +22.28% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.21% | +0.19% | +28.44% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | -0.96% | +8.17% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.19% | -0.43% | +27.10% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.16% | -0.41% | +20.45% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | +0.22% | +36.46% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.72% | -0.88% | +19.75% | |
| 17 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.70% | -0.53% | +6.94% | |
| 18 | NOW | Servicenow Inc | 股票-科技 | 0.68% | -0.26% | +15.21% | |
| 19 | INTU | Intuit Inc | 股票-科技 | 0.67% | -0.07% | +30.09% | |
| 20 | NFLX | Netflix Inc | 股票-通訊服務 | 0.65% | — | +32.91% | |
| 21 | MCO | Moody's CORP | 股票-金融 | 0.64% | -0.38% | +15.95% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 0.61% | — | +45.22% | |
| 23 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.61% | -0.29% | +22.70% | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 0.57% | -0.15% | +31.36% | |
| 25 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.56% | -0.36% | +8.88% | |
| 26 | PGR | Progressive CORP | 股票-金融 | 0.56% | -0.27% | +18.95% | |
| 27 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.54% | -0.56% | +1.65% | |
| 28 | INDA | Ishares Msci India ETF | ETF-其他 | 0.52% | — | +0.10% | |
| 29 | SNEX | Stonex Group Inc | 股票-金融 | 0.49% | -0.63% | -12.17% | |
| 30 | APH | Amphenol Corp-cl A | 股票-科技 | 0.47% | -0.32% | -5.78% | |
| 31 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.47% | -0.27% | -9.56% | |
| 32 | UBER | Uber Technologies Inc | 股票-工業 | 0.45% | -0.15% | +10.87% | |
| 33 | FISV | Fiserv Inc | 股票-其他 | 0.44% | -0.42% | +18.98% | |
| 34 | NEM | Newmont CORP | 股票-原物料 | 0.43% | -0.13% | +1.35% | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 0.43% | — | +56.42% | |
| 36 | TDG | Transdigm Group Inc | 股票-工業 | 0.42% | -0.57% | -6.56% | |
| 37 | INGR | Ingredion Inc | 股票-非循環性消費 | 0.42% | -0.57% | -3.89% | |
| 38 | FICO | Fair Isaac CORP | 股票-科技 | 0.42% | -0.44% | +4.02% | |
| 39 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.41% | -0.27% | +15.08% | |
| 40 | PM | Philip Morris International | 股票-非循環性消費 | 0.40% | — | +44.03% | |
| 41 | FIS | Fidelity National Info Serv | 股票-科技 | 0.38% | -0.33% | +8.90% | |
| 42 | BRO | Brown & Brown Inc | 股票-金融 | 0.37% | -0.57% | -1.31% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.36% | — | +41.94% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.35% | — | +43.46% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.34% | -0.28% | +21.94% | |
| 46 | XYL | Xylem Inc | 股票-工業 | 0.33% | -0.25% | +8.10% | |
| 47 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.33% | — | +34.12% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.33% | — | +31.04% | |
| 49 | FAST | Fastenal Co | 股票-工業 | 0.33% | -0.13% | +133.67% | |
| 50 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.33% | — | +43.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | +26.19% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.1% | +25.92% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.8% | +31.62% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +25.29% | 加碼 |
| 5 | COF | Capital One Financial CORP | +0.3% | +345.52% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.2% | +31.89% | 加碼 |
| 7 | NFLX | Netflix Inc | +0.2% | +32.91% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +23.40% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +36.46% | 加碼 |
| 10 | AMAT | Applied Materials Inc | +0.1% | +56.42% | 加碼 |
| 11 | INTU | Intuit Inc | +0.1% | +30.09% | 加碼 |
| 12 | DIS | Walt Disney Co/the | +0.1% | +127.93% | 加碼 |
| 13 | AMD | Advanced Micro Devices | +0.1% | +43.46% | 加碼 |
| 14 | ENB | Enbridge Inc | +0.1% | +104.02% | 加碼 |
| 15 | ORCL | Oracle CORP | +0.1% | +47.37% | 加碼 |
| 16 | GE | General Electric | +0.1% | +61.46% | 加碼 |
| 17 | ADBE | Adobe Inc | +0.1% | +93.45% | 加碼 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | +73.48% | 加碼 |
| 19 | UUUU | Energy Fuels Inc | +0.1% | +149.20% | 加碼 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +132.49% | 加碼 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +26.57% | 加碼 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +28.44% | 加碼 |
| 23 | MU | Micron Technology Inc | +0.1% | +57.68% | 加碼 |
| 24 | PM | Philip Morris International | +0.1% | +44.03% | 加碼 |
| 25 | AXP | American Express Co | +0.1% | +41.94% | 加碼 |
| 26 | BR | Broadridge Financial Solutio | +0.1% | +87.91% | 加碼 |
| 27 | CEG | Constellation Energy | +0.1% | +20.66% | 加碼 |
| 28 | TD | Toronto-dominion Bank | +0.1% | +74.00% | 加碼 |
| 29 | KO | Coca-cola Co/the | +0.1% | +76.71% | 加碼 |
| 30 | HON | Honeywell International Inc | +0.1% | +66.77% | 加碼 |
| 31 | LOW | Lowe's Cos Inc | +0.1% | +100.74% | 加碼 |
| 32 | DRI | Darden Restaurants Inc | +0.1% | +92.63% | 加碼 |
| 33 | NOW | Servicenow Inc | +0.1% | +15.21% | 加碼 |
| 34 | ICE | Intercontinental Exchange In | +0.1% | +63.02% | 加碼 |
| 35 | TRI4EUR | Thomson Reuters CORP | 0% | +36.46% | 加碼 |
| 36 | HD | Home Depot Inc | 0% | +45.22% | 加碼 |
| 37 | APH | Amphenol Corp-cl A | 0% | -5.78% | 減碼 |
| 38 | UBER | Uber Technologies Inc | 0% | +10.87% | 加碼 |
| 39 | SPGI | S&p Global Inc | — | +31.36% | 加碼 |
| 40 | ISRG | Intuitive Surgical Inc | 0% | +22.70% | 加碼 |
| 41 | BKNG | Booking Holdings Inc | 0% | +6.94% | 加碼 |
| 42 | CDNS | Cadence Design Sys Inc | 0% | +8.88% | 加碼 |
| 43 | MCO | Moody's CORP | -0.1% | +15.95% | 加碼 |
| 44 | COST | Costco Wholesale CORP | -0.1% | +22.28% | 加碼 |
| 45 | MA | Mastercard Inc - A | -0.1% | +20.45% | 加碼 |
| 46 | LLY | Eli Lilly & Co | -0.2% | +27.10% | 加碼 |
| 47 | V | Visa Inc-class A Shares | -0.2% | +19.67% | 加碼 |
| 48 | DFSEUR | Discover Financial Services | -0.2% | EXIT | 清倉 |
| 49 | UNH | Unitedhealth Group Inc | -0.7% | +19.75% | 加碼 |
| 50 | AAPL | Apple Inc | -0.9% | +26.22% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Shell Asset Management Co 在 Q2 2025 季度的美股持倉總市值約為 US$10.0億，共申報了 1296 個公開持股部位。
在 Q2 2025 季度，Shell Asset Management Co 按市值排列的前三大核心持股分別為：NVDA (6.8%)、MSFT (6.0%)、AAPL (5.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.8% 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。
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$374.4萬
在 Q2 2025 季度中，Shell Asset Management Co 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 48 個部位、減碼 1 個部位以及清倉 1 個部位。 本季清倉部位包含 DFSEUR。
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。