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: 0001002784
申報總市值
US$53.9億
US$53.9億
711 檔
22.7%
在 Q2 2025 申報期間，Shelton Capital Management（CIK: 0001002784）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$53.9億，共持有 711 個公開申報部位。
從 Q2 2025 申報觀察，Shelton Capital Management 採取防禦導向的調倉策略，本季減碼 107 檔個股並出清 8 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, MSFT）累計市值佔比達 22.7%，是驅動 Shelton Capital Management 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 711 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 | 7.76% | -0.66% | -0.04% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.07% | -0.63% | -15.09% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.10% | -0.80% | -10.85% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.98% | -0.16% | -12.23% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.25% | -0.11% | -2.61% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.81% | -0.32% | +1.68% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.15% | +0.03% | +3.51% | |
| 8 | NFLX | Netflix Inc | 股票-通訊服務 | 1.96% | -0.62% | -8.75% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.75% | -0.17% | +0.31% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 1.47% | +0.11% | +33.60% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.40% | -0.37% | +2.65% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.26% | +0.07% | -1.23% | |
| 13 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.90% | -0.33% | -0.49% | |
| 14 | LIN | Linde plc | 股票-原物料 | 0.83% | -0.05% | -2.28% | |
| 15 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.81% | -0.14% | +3.40% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.24% | +12.04% | |
| 17 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.77% | -0.22% | -7.03% | |
| 18 | INTU | Intuit Inc | 股票-科技 | 0.75% | -0.21% | -0.96% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 0.75% | +1.53% | +0.10% | |
| 20 | TXN | Texas Instruments Inc | 股票-科技 | 0.72% | +0.61% | NEW | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | +0.06% | -38.89% | |
| 22 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.67% | -0.05% | +8.56% | |
| 23 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.66% | -0.07% | +10.13% | |
| 24 | ANET | Arista Networks Inc | 股票-科技 | 0.65% | +0.09% | +198.13% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.64% | -0.15% | +7.43% | |
| 26 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.64% | +0.07% | +8.05% | |
| 27 | FTNT | Fortinet Inc | 股票-科技 | 0.64% | +0.58% | +52.64% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.63% | -0.51% | -26.17% | |
| 29 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.62% | +0.17% | +13.52% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | -0.36% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.59% | -0.09% | -4.73% | |
| 32 | NTAP | Netapp Inc | 股票-科技 | 0.58% | +0.04% | +10.73% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.58% | -0.10% | +5.31% | |
| 34 | RTX | Rtx CORP | 股票-工業 | 0.56% | — | +10.61% | |
| 35 | CEG | Constellation Energy | 股票-公用事業 | 0.54% | -0.28% | +2.53% | |
| 36 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.54% | -0.09% | -0.63% | |
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 0.54% | -0.14% | -0.44% | |
| 38 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.52% | +0.04% | +8.76% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.50% | -0.16% | -2.08% | |
| 40 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.48% | — | +8.30% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.48% | +0.07% | -3.19% | |
| 42 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.47% | -0.06% | +2.33% | |
| 43 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.47% | — | +1.99% | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.47% | +0.63% | -53.32% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.45% | +0.10% | +1.36% | |
| 46 | AFL | Aflac Inc | 股票-金融 | 0.43% | -0.02% | -46.31% | |
| 47 | TT | Trane Technologies plc | 股票-工業 | 0.42% | +0.06% | +20.47% | |
| 48 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.42% | -0.20% | +16.12% | |
| 49 | HPQ | Hp Inc | 股票-科技 | 0.41% | — | +61.38% | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.41% | -0.05% | -1.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | -0.04% | 減碼 |
| 2 | AVGO | Broadcom Inc | +1.2% | -2.61% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.8% | -10.85% | 減碼 |
| 4 | META | Meta Platforms Inc-class A | +0.6% | +1.68% | 加碼 |
| 5 | ANET | Arista Networks Inc | +0.5% | +198.13% | 加碼 |
| 6 | CSCO | Cisco Systems Inc | +0.5% | +33.60% | 加碼 |
| 7 | NFLX | Netflix Inc | +0.4% | -8.75% | 減碼 |
| 8 | SHOP | Shopify Inc - Class A | +0.4% | NEW | 新建倉 |
| 9 | ZM | Zoom Communications Inc | +0.3% | +519.25% | 加碼 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.3% | -0.49% | 減碼 |
| 11 | SO | Southern Co/the | +0.3% | +700.56% | 加碼 |
| 12 | TSLA | Tesla Inc | +0.3% | +0.31% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.51% | 加碼 |
| 14 | NEM | Newmont CORP | +0.3% | +524.60% | 加碼 |
| 15 | FTNT | Fortinet Inc | +0.3% | +52.64% | 加碼 |
| 16 | CEG | Constellation Energy | +0.2% | +2.53% | 加碼 |
| 17 | AMD | Advanced Micro Devices | +0.2% | +0.10% | 加碼 |
| 18 | GS | Goldman Sachs Group Inc | +0.2% | +13.52% | 加碼 |
| 19 | BKNG | Booking Holdings Inc | +0.2% | +10.13% | 加碼 |
| 20 | APH | Amphenol Corp-cl A | +0.2% | +20.08% | 加碼 |
| 21 | INTU | Intuit Inc | +0.1% | -0.96% | 減碼 |
| 22 | TT | Trane Technologies plc | +0.1% | +20.47% | 加碼 |
| 23 | CVS | Cvs Health CORP | +0.1% | +131.63% | 加碼 |
| 24 | NTAP | Netapp Inc | +0.1% | +10.73% | 加碼 |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | +8.05% | 加碼 |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.36% | 加碼 |
| 27 | ITW | Illinois Tool Works | +0.1% | +1577.68% | 加碼 |
| 28 | NKE | Nike Inc -cl B | +0.1% | +236.60% | 加碼 |
| 29 | DASH | Doordash Inc - A | +0.1% | +1.99% | 加碼 |
| 30 | PYPL | Paypal Holdings Inc | +0.1% | +8.56% | 加碼 |
| 31 | HPQ | Hp Inc | +0.1% | +61.38% | 加碼 |
| 32 | PEG | Public Service Enterprise Gp | +0.1% | +2176.56% | 加碼 |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | -1.23% | 減碼 |
| 34 | CAT | Caterpillar Inc | +0.1% | +21.19% | 加碼 |
| 35 | MU | Micron Technology Inc | +0.1% | -1.93% | 減碼 |
| 36 | TXN | Texas Instruments Inc | +0.1% | +2.60% | 加碼 |
| 37 | NXPI | NXP Semiconductors N.V. | +0.1% | +16.12% | 加碼 |
| 38 | MSTR | Strategy Inc | +0.1% | +9.19% | 加碼 |
| 39 | GM | General Motors Co | +0.1% | +87.78% | 加碼 |
| 40 | RTX | Rtx CORP | +0.1% | +10.61% | 加碼 |
| 41 | DIS | Walt Disney Co/the | +0.1% | -4.73% | 減碼 |
| 42 | IBM | Intl Business Machines CORP | +0.1% | +12.81% | 加碼 |
| 43 | CDNS | Cadence Design Sys Inc | +0.1% | +2.33% | 加碼 |
| 44 | LRCX | Lam Research CORP | +0.1% | -2.78% | 減碼 |
| 45 | C | Citigroup Inc | +0.1% | +12.45% | 加碼 |
| 46 | MELI | Mercadolibre Inc | +0.1% | -0.76% | 減碼 |
| 47 | LUV | Southwest Airlines Co | +0.1% | +46.74% | 加碼 |
| 48 | UBER | Uber Technologies Inc | +0.1% | +67.39% | 加碼 |
| 49 | ISRG | Intuitive Surgical Inc | +0.1% | +3.40% | 加碼 |
| 50 | APP | Applovin Corp-class A | +0.1% | -2.29% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Shelton Capital Management 在 Q2 2025 季度的美股持倉總市值約為 US$53.9億，共申報了 711 個公開持股部位。
在 Q2 2025 季度，Shelton Capital Management 按市值排列的前三大核心持股分別為：NVDA (7.8%)、AAPL (7.1%)、MSFT (6.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.8% 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
SHOP
市值: US$1587.7萬
本季最大獲利了結 / 清倉標的
HEESEUR
前期市值: US$334.6萬
在 Q2 2025 季度中，Shelton Capital Management 共進行了 199 項持倉異動，包含新建倉 6 個部位、加碼 78 個部位、減碼 107 個部位以及清倉 8 個部位。 其中最大新建倉標的為 SHOP。 本季清倉部位包含 HEESEUR。
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。