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: 0001856637
申報總市值
US$20.4億
US$20.4億
577 檔
16.6%
在 Q1 2025 申報期間，Siemens Fonds Invest GmbH（CIK: 0001856637）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$20.4億，共持有 577 個公開申報部位。
Siemens Fonds Invest GmbH 於 Q1 2025 展現出進攻型調倉步調，本季推動了 94 檔股票的新建倉與 43 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。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, NVDA）累計市值佔比達 16.6%，是驅動 Siemens Fonds Invest GmbH 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 577 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 | AAPL | Apple Inc | 股票-科技 | 6.65% | -0.07% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.92% | -0.52% | +6.04% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.87% | -0.27% | — | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.32% | +0.01% | +16.31% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.49% | -0.21% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.35% | +0.40% | +8.07% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.63% | +0.17% | +0.67% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.57% | +0.14% | — | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | +0.02% | +5.15% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | -0.10% | +0.92% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.10% | -0.18% | -1.28% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 1.06% | +0.01% | -2.49% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.06% | +0.19% | — | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.05% | +0.13% | — | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | -0.11% | +0.77% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.91% | -0.11% | — | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 0.85% | -0.01% | -2.88% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.85% | — | -9.30% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.84% | -0.07% | -1.17% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 0.78% | -0.22% | +1.63% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | +0.01% | +38.61% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 0.76% | -0.25% | -0.95% | |
| 23 | LIN | Linde plc | 股票-原物料 | 0.74% | -0.06% | — | |
| 24 | ACN | Accenture plc | 股票-科技 | 0.64% | -0.16% | +0.65% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.64% | -0.05% | -0.89% | |
| 26 | AMGN | Amgen Inc | 股票-醫療保健 | 0.61% | -0.06% | -1.32% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 0.60% | +0.17% | -2.27% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.59% | -0.05% | +0.73% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 0.59% | -0.03% | — | |
| 30 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.58% | -0.07% | +3.43% | |
| 31 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.57% | -0.11% | -2.98% | |
| 32 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.57% | -0.11% | -5.08% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.56% | -0.11% | -3.35% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.55% | +0.10% | -2.05% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.55% | -0.04% | +0.93% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.54% | -0.08% | — | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | +0.01% | +0.79% | |
| 38 | CB | Chubb Limited | 股票-金融 | 0.53% | -0.07% | +0.16% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.53% | -0.13% | — | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.52% | +0.02% | +19.53% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.51% | -0.14% | — | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | -0.04% | +0.26% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.46% | -0.09% | +0.61% | |
| 44 | PGR | Progressive CORP | 股票-金融 | 0.46% | -0.01% | -2.80% | |
| 45 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.44% | -0.04% | -5.75% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.44% | -0.07% | -1.02% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.43% | -0.09% | — | |
| 48 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.43% | -0.03% | — | |
| 49 | AXP | American Express Co | 股票-金融 | 0.41% | -0.01% | — | |
| 50 | WM | Waste Management Inc | 股票-工業 | 0.40% | -0.05% | -0.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AWK | American Water Works Co Inc | +0.1% | +427.72% | 加碼 |
| 2 | HBAN | Huntington Bancshares Inc | +0.1% | +576.99% | 加碼 |
| 3 | FITB | Fifth Third Bancorp | +0.1% | +472.72% | 加碼 |
| 4 | NTAP | Netapp Inc | +0.1% | +644.34% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +38.61% | 加碼 |
| 6 | CMI | Cummins Inc | 0% | +104.38% | 加碼 |
| 7 | MSTR | Strategy Inc | 0% | +108.63% | 加碼 |
| 8 | EXC | Exelon CORP | 0% | +79.43% | 加碼 |
| 9 | CVS | Cvs Health CORP | — | +0.03% | 加碼 |
| 10 | BKR | Baker Hughes Co | — | +51.04% | 加碼 |
| 11 | NEM | Newmont CORP | 0% | +2.51% | 加碼 |
| 12 | PM | Philip Morris International | 0% | -2.77% | 減碼 |
| 13 | PNC | Pnc Financial Services Group | 0% | +45.48% | 加碼 |
| 14 | TTC | Toro Co | 0% | -94.76% | 減碼 |
| 15 | MANH | Manhattan Associates Inc | -0.1% | -57.13% | 減碼 |
| 16 | ERIE | Erie Indemnity Company-cl A | -0.1% | -54.16% | 減碼 |
| 17 | KHC | Kraft Heinz Co/the | -0.1% | -50.16% | 減碼 |
| 18 | WSO | Watsco Inc | -0.1% | -46.64% | 減碼 |
| 19 | T | At&t Inc | -0.1% | +2.23% | 加碼 |
| 20 | UTHR | United Therapeutics CORP | -0.1% | -70.10% | 減碼 |
| 21 | OXY | Occidental Petroleum CORP | -0.1% | -69.77% | 減碼 |
| 22 | EOG | Eog Resources Inc | -0.1% | -53.82% | 減碼 |
| 23 | MCK | Mckesson CORP | -0.1% | +0.63% | 加碼 |
| 24 | KDP | Keurig Dr Pepper Inc | -0.1% | -46.80% | 減碼 |
| 25 | MMM | 3m Co | -0.1% | +1.21% | 加碼 |
| 26 | UBER | Uber Technologies Inc | -0.1% | +1.98% | 加碼 |
| 27 | ICE | Intercontinental Exchange In | -0.1% | +1.25% | 加碼 |
| 28 | CME | Cme Group Inc | -0.1% | +1.00% | 加碼 |
| 29 | COP | Conocophillips | -0.1% | -37.68% | 減碼 |
| 30 | JBHT | Hunt (jb) Transprt Svcs Inc | -0.1% | -26.90% | 減碼 |
| 31 | CTSH | Cognizant Tech Solutions-a | -0.1% | -27.20% | 減碼 |
| 32 | GWW | Ww Grainger Inc | -0.1% | -17.82% | 減碼 |
| 33 | YUM | Yum! Brands Inc | -0.1% | -0.24% | 減碼 |
| 34 | IDXX | Idexx Laboratories Inc | -0.1% | -35.70% | 減碼 |
| 35 | TGT | Target CORP | -0.1% | +1.95% | 加碼 |
| 36 | PWR | Quanta Services Inc | -0.1% | -29.38% | 減碼 |
| 37 | INTC | Intel CORP | -0.1% | -2.97% | 減碼 |
| 38 | DRI | Darden Restaurants Inc | -0.1% | -0.88% | 減碼 |
| 39 | TRV | Travelers Cos Inc/the | -0.1% | -0.59% | 減碼 |
| 40 | ADP | Automatic Data Processing | -0.1% | +19.53% | 加碼 |
| 41 | VZ | Verizon Communications Inc | -0.1% | +1.74% | 加碼 |
| 42 | MELI | Mercadolibre Inc | -0.1% | -2.80% | 減碼 |
| 43 | GE | General Electric | -0.1% | -50.36% | 減碼 |
| 44 | IBM | Intl Business Machines CORP | -0.1% | +2.51% | 加碼 |
| 45 | MDT | Medtronic plc | -0.1% | +0.69% | 加碼 |
| 46 | BMY | Bristol-myers Squibb Co | -0.1% | +1.16% | 加碼 |
| 47 | CEG | Constellation Energy | -0.1% | -5.11% | 減碼 |
| 48 | WM | Waste Management Inc | -0.1% | -0.10% | 減碼 |
| 49 | SCHW | Schwab (charles) CORP | -0.1% | +3.75% | 加碼 |
| 50 | WDAY | Workday Inc-class A | -0.1% | -1.70% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Siemens Fonds Invest GmbH 在 Q1 2025 季度的美股持倉總市值約為 US$20.4億，共申報了 577 個公開持股部位。
在 Q1 2025 季度，Siemens Fonds Invest GmbH 按市值排列的前三大核心持股分別為：AAPL (6.7%)、MSFT (5.9%)、NVDA (4.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.7% 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
AAPL
市值: US$9665.1萬
本季最大獲利了結 / 清倉標的
NXPI
前期市值: US$286.5萬
在 Q1 2025 季度中，Siemens Fonds Invest GmbH 共進行了 200 項持倉異動，包含新建倉 94 個部位、加碼 43 個部位、減碼 56 個部位以及清倉 7 個部位。 其中最大新建倉標的為 AAPL。 本季清倉部位包含 NXPI。
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。