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: 0002012614
申報總市值
US$9.0億
US$9.0億
177 檔
12.2%
Sierra Summit Advisors LLC 在 Q2 2025 季度的美股部位總計估值為 US$9.0億，分散於 177 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q2 2025 的資金脈絡，Sierra Summit Advisors LLC 在獲利結算 12 檔個股的同時，將資本重新部署至 14 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, GOOGL）累計市值佔比達 12.2%，是驅動 Sierra Summit Advisors LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 6.14% | -0.66% | -0.23% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.11% | -0.66% | +1.20% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.12% | -0.12% | -1.38% | |
| 4 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 3.07% | +0.80% | -8.23% | |
| 5 | TSLA | Tesla Inc | 股票-循環性消費 | 2.95% | -0.32% | +10.17% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.95% | -0.21% | -3.13% | |
| 7 | GEV | GE Vernova Inc | 股票-工業 | 2.88% | +0.17% | +17.95% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.84% | -0.22% | -0.19% | |
| 9 | C | Citigroup Inc | 股票-金融 | 2.69% | -0.12% | +7.12% | |
| 10 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 2.33% | +0.27% | — | |
| 11 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 2.32% | — | — | |
| 12 | NFLX | Netflix Inc | 股票-通訊服務 | 2.31% | — | -28.81% | |
| 13 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.27% | -0.03% | EXIT | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.25% | +0.09% | +40.37% | |
| 15 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.23% | -1.07% | +8.21% | |
| 16 | SHOP | Shopify Inc - Class A | 股票-科技 | 2.14% | +0.25% | — | |
| 17 | SNOW | Snowflake Inc | 股票-科技 | 2.06% | — | +52.42% | |
| 18 | VRT | Vertiv Holdings Co-a | 股票-工業 | 2.01% | -0.08% | -2.80% | |
| 19 | BIDU | Baidu Inc - Spon Adr | 股票-通訊服務 | 1.97% | — | — | |
| 20 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.94% | — | -25.35% | |
| 21 | PWR | Quanta Services Inc | 股票-工業 | 1.91% | +0.12% | -30.53% | |
| 22 | FSLR | First Solar Inc | 股票-科技 | 1.90% | -0.16% | — | |
| 23 | ALAB | Astera Labs Inc | 股票-科技 | 1.79% | +3.40% | +17.02% | |
| 24 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.71% | — | -1.60% | |
| 25 | CRBG | Corebridge Financial Inc | 股票-金融 | 1.71% | — | -5.10% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.69% | — | +67.33% | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 1.60% | +0.96% | +2740.46% | |
| 28 | UAL | United Airlines Holdings Inc | 股票-工業 | 1.50% | -1.89% | EXIT | |
| 29 | ANET | Arista Networks Inc | 股票-科技 | 1.41% | +0.17% | -34.19% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 1.36% | -0.04% | +1876.64% | |
| 31 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.23% | — | -2.77% | |
| 32 | NDAQ | Nasdaq Inc | 股票-金融 | 1.16% | — | — | |
| 33 | CEG | Constellation Energy | 股票-公用事業 | 1.01% | -1.35% | EXIT | |
| 34 | TOST | Toast Inc-class A | 股票-科技 | 0.82% | — | — | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | -0.03% | -27.17% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.08% | -2.13% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.51% | -0.07% | +1.23% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.50% | -0.05% | -41.96% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.49% | — | -11.56% | |
| 40 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.47% | -0.20% | -1.32% | |
| 41 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.45% | -0.20% | +2.35% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | — | +5.89% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.41% | -0.02% | -0.92% | |
| 44 | CMI | Cummins Inc | 股票-工業 | 0.38% | +0.02% | +2.19% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | -0.11% | -2.10% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | -0.03% | -0.74% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.36% | -0.05% | -2.30% | |
| 48 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.34% | — | -36.53% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.33% | -0.03% | +3.37% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.33% | -0.05% | -2.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RDDT | Reddit Inc-cl A | +2.3% | NEW | 新建倉 |
| 2 | SPOT | Spotify Technology S.A. | +2.3% | NEW | 新建倉 |
| 3 | SHOP | Shopify Inc - Class A | +2.1% | NEW | 新建倉 |
| 4 | BIDU | Baidu Inc - Spon Adr | +2% | NEW | 新建倉 |
| 5 | FSLR | First Solar Inc | +1.9% | NEW | 新建倉 |
| 6 | LRCX | Lam Research CORP | +1.6% | +2740.46% | 加碼 |
| 7 | QCOM | Qualcomm Inc | +1.3% | +1876.64% | 加碼 |
| 8 | HOOD | Robinhood Markets Inc - A | +1.3% | -8.23% | 減碼 |
| 9 | GEV | GE Vernova Inc | +1.2% | +17.95% | 加碼 |
| 10 | NDAQ | Nasdaq Inc | +1.2% | NEW | 新建倉 |
| 11 | NVDA | Nvidia CORP | +1% | -0.23% | 減碼 |
| 12 | SNOW | Snowflake Inc | +1% | +52.42% | 加碼 |
| 13 | CEG | Constellation Energy | +1% | +1204.23% | 加碼 |
| 14 | TOST | Toast Inc-class A | +0.8% | NEW | 新建倉 |
| 15 | UAL | United Airlines Holdings Inc | +0.6% | +80.58% | 加碼 |
| 16 | VRT | Vertiv Holdings Co-a | +0.6% | -2.80% | 減碼 |
| 17 | ALAB | Astera Labs Inc | +0.6% | +17.02% | 加碼 |
| 18 | TSLA | Tesla Inc | +0.3% | +10.17% | 加碼 |
| 19 | NKE | Nike Inc -cl B | +0.3% | NEW | 新建倉 |
| 20 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +67.33% | 加碼 |
| 21 | NAGE | Niagen Bioscience Inc | +0.2% | NEW | 新建倉 |
| 22 | ADI | Analog Devices Inc | +0.2% | NEW | 新建倉 |
| 23 | LEN | Lennar Corp-a | +0.2% | NEW | 新建倉 |
| 24 | MCHP | Microchip Technology Inc | +0.2% | NEW | 新建倉 |
| 25 | CAT | Caterpillar Inc | +0.2% | NEW | 新建倉 |
| 26 | LLY | Eli Lilly & Co | +0.2% | +40.37% | 加碼 |
| 27 | LMT | Lockheed Martin CORP | +0.2% | NEW | 新建倉 |
| 28 | C | Citigroup Inc | +0.1% | +7.12% | 加碼 |
| 29 | META | Meta Platforms Inc-class A | +0.1% | -0.19% | 減碼 |
| 30 | BKNG | Booking Holdings Inc | 0% | -1.60% | 減碼 |
| 31 | ISRG | Intuitive Surgical Inc | -0.1% | +8.21% | 加碼 |
| 32 | PANW | Palo Alto Networks Inc | -0.1% | -3.39% | 減碼 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.38% | 減碼 |
| 34 | AMZN | Amazon.com Inc | -0.3% | -3.13% | 減碼 |
| 35 | JNP | Juniper Networks Inc | -0.3% | EXIT | 清倉 |
| 36 | TFC | Truist Financial CORP | -0.3% | EXIT | 清倉 |
| 37 | TGT | Target CORP | -0.3% | EXIT | 清倉 |
| 38 | BMY | Bristol-myers Squibb Co | -0.4% | EXIT | 清倉 |
| 39 | ANET | Arista Networks Inc | -0.6% | -34.19% | 減碼 |
| 40 | MDB | Mongodb Inc | -0.8% | EXIT | 清倉 |
| 41 | COR | Cencora Inc | -0.9% | EXIT | 清倉 |
| 42 | GEN | Gen Digital Inc | -1.2% | EXIT | 清倉 |
| 43 | AAPL | Apple Inc | -1.3% | +1.20% | 加碼 |
| 44 | MRVL | Marvell Technology Inc | -1.4% | EXIT | 清倉 |
| 45 | VEEV | Veeva Systems Inc-class A | -1.7% | EXIT | 清倉 |
| 46 | DOCS | Doximity Inc-class A | -1.9% | -96.33% | 減碼 |
| 47 | BSX | Boston Scientific CORP | -1.9% | -97.62% | 減碼 |
| 48 | DOCU | Docusign Inc | -2.1% | EXIT | 清倉 |
| 49 | SOFI | Sofi Technologies Inc | -2.1% | EXIT | 清倉 |
| 50 | BX | Blackstone Inc | -2.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Sierra Summit Advisors LLC 在 Q2 2025 季度的美股持倉總市值約為 US$9.0億，共申報了 177 個公開持股部位。
在 Q2 2025 季度，Sierra Summit Advisors LLC 按市值排列的前三大核心持股分別為：NVDA (6.1%)、AAPL (4.1%)、GOOGL (3.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.1% 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
RDDT
市值: US$1308.0萬
本季最大獲利了結 / 清倉標的
BX
前期市值: US$1101.6萬
在 Q2 2025 季度中，Sierra Summit Advisors LLC 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 13 個部位、減碼 11 個部位以及清倉 12 個部位。 其中最大新建倉標的為 RDDT。 本季清倉部位包含 BX。
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。