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: 0000769317
申報總市值
US$52.8億
US$52.8億
523 檔
12.1%
截至 Q2 2025 季度末，Sit Investment Associates Inc 的美股持倉估值約為 US$52.8億，全數申報部位共有 523 檔。
Q2 2025 的申報記錄反映 Sit Investment Associates Inc 的板塊替換策略：機構本季推動了 85 筆增持與 100 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 MSFT, NVDA, AVGO）占據了總市值的 12.1%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 523 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 | MSFT | Microsoft CORP | 股票-科技 | 3.07% | -0.15% | -2.51% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.91% | +0.18% | -1.95% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.88% | +0.19% | -8.02% | |
| 4 | FINS | Angel Oak Financ Strat Inc | 股票-其他 | 2.67% | -0.15% | +81.61% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.14% | +0.04% | -0.91% | |
| 6 | BHK | Blackrock Core Bond Trust | 股票-其他 | 2.09% | +0.05% | — | |
| 7 | BBN | Blackrock Taxable Muni Bnd | 股票-其他 | 2.06% | -0.04% | +15.80% | |
| 8 | PPT | Putnam Premier Income Trust | 股票-其他 | 2.02% | -0.14% | +11.91% | |
| 9 | CRF | Cornerstone Total Return | 股票-其他 | 1.83% | -0.33% | +31544.65% | |
| 10 | KTF | Dws Municipal Income Trust | 股票-其他 | 1.78% | -0.13% | +1.81% | |
| 11 | PIM | Putnam Master Intrm Inc Tr | 股票-其他 | 1.69% | -0.12% | +2.44% | |
| 12 | MIN | Mfs Intermediate Inc Trust | 股票-其他 | 1.52% | +0.01% | +7.74% | |
| 13 | BTZ | Blackrock Credit Allocation | 股票-其他 | 1.35% | -0.07% | +3.40% | |
| 14 | XEVVX | Eaton Vance LTD Durat Inc | 股票-其他 | 1.31% | -0.09% | +15.43% | |
| 15 | NBB | Nuveen Taxable Municipal Inc | 股票-其他 | 1.27% | -0.07% | -2.93% | |
| 16 | NPFD | Nuveen Var Rt Pref & Inc | 股票-其他 | 1.16% | -0.03% | +6.39% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.15% | +0.03% | -1.23% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.13% | +0.27% | +4.73% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.09% | -0.09% | +2.95% | |
| 20 | JFR | Nuveen Floating Rate Income | 股票-其他 | 1.08% | -0.12% | -8.56% | |
| 21 | DBL | Doubleline Opport Credit | 股票-其他 | 1.07% | -0.07% | +3.22% | |
| 22 | CLM | Cornerstone Strategic Invest | 股票-其他 | 0.99% | -0.02% | EXIT | |
| 23 | AVK | Advent Convert & Income | 股票-其他 | 0.95% | -0.13% | -9.62% | |
| 24 | BTX | Blackrock Tech & Priv Eqty | 股票-其他 | 0.86% | — | +9.76% | |
| 25 | TSI | Tcw Strategic Income Fund | 股票-其他 | 0.84% | +0.04% | +8.15% | |
| 26 | JMM | Nuveen Multi-market Income | 股票-其他 | 0.76% | -0.04% | +0.79% | |
| 27 | BKT | Blackrock Income Trust | 股票-其他 | 0.76% | +0.04% | -12.42% | |
| 28 | JHS | John Hancock Income Sec Tr | 股票-其他 | 0.75% | -0.01% | +5.68% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | — | +3.20% | |
| 30 | XEVMX | Eaton Vance Cal Muni Bond | 股票-其他 | 0.74% | — | +9.75% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.70% | -0.02% | -0.57% | |
| 32 | XNROX | Neu Re Est Sec Inc Fd Inc-us | 股票-其他 | 0.65% | -0.11% | -0.34% | |
| 33 | XMIOX | Pioneer Muni High Inc Opp | 股票-其他 | 0.65% | — | +0.74% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.62% | +0.11% | +47.00% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | +0.11% | +19.29% | |
| 36 | ANET | Arista Networks Inc | 股票-科技 | 0.60% | +0.18% | +0.57% | |
| 37 | FMY | First Trust Mortgage Income | 股票-其他 | 0.59% | -0.04% | +0.69% | |
| 38 | FSCO | Fs Credit Opportunities CORP | 股票-其他 | 0.59% | +0.01% | -0.03% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.58% | +0.03% | -2.89% | |
| 40 | EHI | Western Asset Global High In | 股票-其他 | 0.58% | -0.08% | -7.00% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | +0.02% | -0.48% | |
| 42 | MGF | Mfs Govt Markets Inc Trust | 股票-其他 | 0.56% | +0.04% | +0.01% | |
| 43 | JLS | Nuveen Mortgage & Income | 股票-其他 | 0.54% | -0.06% | -3.85% | |
| 44 | XENWX | Eaton Vance New York Municip | 股票-其他 | 0.53% | — | +2.09% | |
| 45 | INTU | Intuit Inc | 股票-科技 | 0.52% | -0.20% | -6.42% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | -0.01% | +4.10% | |
| 47 | ERC | Allspring Multi-sector Inc | 股票-其他 | 0.50% | +0.04% | +10.00% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.50% | -0.14% | -4.51% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.48% | -0.13% | -4.40% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.01% | -6.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BHK | Blackrock Core Bond Trust | +2.1% | NEW | 新建倉 |
| 2 | CRF | Cornerstone Total Return | +1.8% | +31544.65% | 加碼 |
| 3 | FINS | Angel Oak Financ Strat Inc | +1% | +81.61% | 加碼 |
| 4 | CLM | Cornerstone Strategic Invest | +1% | +16273.65% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.8% | -8.02% | 減碼 |
| 6 | NVDA | Nvidia CORP | +0.7% | -1.95% | 減碼 |
| 7 | MSFT | Microsoft CORP | +0.5% | -2.51% | 減碼 |
| 8 | XJQCX | Nuveen Credit Strategies Inc | +0.2% | +487.58% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +2.95% | 加碼 |
| 10 | PSA | Public Storage | +0.2% | +9158.82% | 加碼 |
| 11 | FLS | Flowserve CORP | +0.1% | +93.98% | 加碼 |
| 12 | ✓ | +0.1% | NEW | 新建倉 | |
| 13 | BTX | Blackrock Tech & Priv Eqty | +0.1% | +9.76% | 加碼 |
| 14 | ORCL | Oracle CORP | +0.1% | -6.40% | 減碼 |
| 15 | LHX | L3harris Technologies Inc | +0.1% | NEW | 新建倉 |
| 16 | ANET | Arista Networks Inc | +0.1% | +0.57% | 加碼 |
| 17 | XEVVX | Eaton Vance LTD Durat Inc | +0.1% | +15.43% | 加碼 |
| 18 | BGB | Blackstone Strategic Credit | +0.1% | +125.88% | 加碼 |
| 19 | FPF | First Tr Interm Dur & Inc | +0.1% | +76.18% | 加碼 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.73% | 加碼 |
| 21 | NFLX | Netflix Inc | +0.1% | -2.18% | 減碼 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +98.32% | 加碼 |
| 23 | PPT | Putnam Premier Income Trust | +0.1% | +11.91% | 加碼 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +3.20% | 加碼 |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | -2.89% | 減碼 |
| 26 | GBAB | Guggenheim Taxable Municipal | +0.1% | +82.15% | 加碼 |
| 27 | ECF | Ellsworth Growth And Income | +0.1% | +62.34% | 加碼 |
| 28 | MDT | Medtronic plc | +0.1% | +89.81% | 加碼 |
| 29 | AVAV | Aerovironment Inc | +0.1% | -11.95% | 減碼 |
| 30 | ✓ | Xai Octagn Flt Rat & Alt Inm | +0.1% | NEW | 新建倉 |
| 31 | ISRG | Intuitive Surgical Inc | +0.1% | +25.65% | 加碼 |
| 32 | SPOT | Spotify Technology S.A. | +0.1% | -0.91% | 減碼 |
| 33 | VRT | Vertiv Holdings Co-a | +0.1% | +2.05% | 加碼 |
| 34 | GKOS | Glaukos CORP | +0.1% | +156.75% | 加碼 |
| 35 | AMAT | Applied Materials Inc | +0.1% | -1.24% | 減碼 |
| 36 | SIEGY | Siemens Ag-spons Adr | +0.1% | +18.12% | 加碼 |
| 37 | XPHTX | Pioneer High Income Fund | +0.1% | +32.82% | 加碼 |
| 38 | XFFCX | Flaherty & Crumrine Pref Inc | +0.1% | +52.41% | 加碼 |
| 39 | WFC | Wells Fargo & Co | +0.1% | NEW | 新建倉 |
| 40 | BBN | Blackrock Taxable Muni Bnd | 0% | +15.80% | 加碼 |
| 41 | AMZN | Amazon.com Inc | 0% | -1.23% | 減碼 |
| 42 | INTU | Intuit Inc | 0% | -6.42% | 減碼 |
| 43 | NOW | Servicenow Inc | 0% | -2.39% | 減碼 |
| 44 | TTWO | Take-two Interactive Softwre | 0% | +32.83% | 加碼 |
| 45 | SYK | Stryker CORP | 0% | +25.30% | 加碼 |
| 46 | EME | Emcor Group Inc | 0% | — | 不變 |
| 47 | KO | Coca-cola Co/the | 0% | +260.00% | 加碼 |
| 48 | AXON | Axon Enterprise Inc | 0% | — | 不變 |
| 49 | XSCDX | Lmp Capital And Income Fund | 0% | NEW | 新建倉 |
| 50 | ELV | Elevance Health Inc | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Sit Investment Associates Inc 在 Q2 2025 季度的美股持倉總市值約為 US$52.8億，共申報了 523 個公開持股部位。
在 Q2 2025 季度，Sit Investment Associates Inc 按市值排列的前三大核心持股分別為：MSFT (3.1%)、NVDA (2.9%)、AVGO (2.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.1% 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
BHK
市值: US$9770.9萬
本季最大獲利了結 / 清倉標的
BMEZ
前期市值: US$2229.3萬
在 Q2 2025 季度中，Sit Investment Associates Inc 共進行了 185 項持倉異動，包含新建倉 11 個部位、加碼 74 個部位、減碼 90 個部位以及清倉 10 個部位。 其中最大新建倉標的為 BHK。 本季清倉部位包含 BMEZ。
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。