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: 0001893134
申報總市值
US$24.6億
US$24.6億
172 檔
14.2%
Q3 2025 季度申報顯示，Smith Group Asset Management, LLC 揭露的美股組合總市值為 US$24.6億，涵蓋 172 個不同之權益投資部位。
觀察 Q3 2025 的申報異動，Smith Group Asset Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 39 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AVGO, AAPL）占據了總市值的 14.2%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 4.60% | -0.47% | +4.96% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.28% | +0.09% | +5.71% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.03% | -0.28% | +6.26% | |
| 4 | APP | Applovin Corp-class A | 股票-科技 | 3.56% | +0.23% | -23.56% | |
| 5 | KLAC | Kla CORP | 股票-科技 | 3.54% | +1.37% | +5.59% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.23% | +0.32% | +3.87% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.19% | -0.38% | +4.59% | |
| 8 | ANET | Arista Networks Inc | 股票-科技 | 3.10% | +0.48% | +2.37% | |
| 9 | PH | Parker Hannifin CORP | 股票-工業 | 3.10% | -0.24% | +5.43% | |
| 10 | FIX | Comfort Systems USA Inc | 股票-工業 | 2.97% | -0.01% | +4.66% | |
| 11 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.92% | -0.38% | +5.03% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.87% | -0.63% | +5.37% | |
| 13 | NFLX | Netflix Inc | 股票-通訊服務 | 2.68% | -0.78% | +4.68% | |
| 14 | AXP | American Express Co | 股票-金融 | 2.60% | -0.07% | +4.29% | |
| 15 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 2.58% | -0.19% | +6.06% | |
| 16 | MCK | Mckesson CORP | 股票-醫療保健 | 2.42% | -0.72% | +6.66% | |
| 17 | CDNS | Cadence Design Sys Inc | 股票-科技 | 2.35% | +0.29% | +3.78% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.23% | -0.09% | +5.23% | |
| 19 | EBAY | Ebay Inc | 股票-循環性消費 | 2.16% | — | +5.65% | |
| 20 | WDAY | Workday Inc-class A | 股票-科技 | 2.11% | -1.11% | +31.41% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 2.10% | +0.17% | — | |
| 22 | HAS | Hasbro Inc | 股票-循環性消費 | 2.07% | -0.64% | +5.06% | |
| 23 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.95% | -0.63% | +4.52% | |
| 24 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.90% | -0.41% | +4.95% | |
| 25 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 1.87% | -0.27% | +4.84% | |
| 26 | HUBB | Hubbell Inc | 股票-工業 | 1.85% | -0.20% | +4.94% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.84% | -0.27% | +4.78% | |
| 28 | OKTA | Okta Inc | 股票-科技 | 1.77% | +0.75% | +38.09% | |
| 29 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.60% | -0.14% | +4.47% | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.57% | -0.13% | +4.97% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 1.51% | — | +48.75% | |
| 32 | PGR | Progressive CORP | 股票-金融 | 1.41% | — | +5.19% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.38% | -0.22% | +5.58% | |
| 34 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 1.28% | +0.01% | NEW | |
| 35 | EXLS | Exlservice Holdings Inc | 股票-科技 | 1.18% | — | +4.51% | |
| 36 | WAT | Waters CORP | 股票-醫療保健 | 1.17% | +0.09% | +5.44% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.10% | -1.27% | EXIT | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 1.07% | -0.53% | +5.57% | |
| 39 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.90% | -0.14% | +6.38% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.64% | +0.03% | -6.75% | |
| 41 | KGC | Kinross Gold CORP | 股票-原物料 | 0.52% | -0.38% | -39.94% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.51% | -0.32% | -19.08% | |
| 43 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 0.33% | -0.27% | -25.43% | |
| 44 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.32% | -0.22% | -24.96% | |
| 45 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.23% | -0.07% | -20.21% | |
| 46 | CVSA | Covista Inc | 股票-非循環性消費 | 0.23% | -0.03% | +0.83% | |
| 47 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 0.20% | -0.03% | EXIT | |
| 48 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 0.17% | -0.01% | +13.25% | |
| 49 | COHR | Coherent CORP | 股票-科技 | 0.17% | +0.01% | -14.22% | |
| 50 | AZZ | Azz Inc | 股票-工業 | 0.16% | +0.14% | +0.75% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FIX | Comfort Systems USA Inc | +2.9% | +4.66% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1.6% | +5.71% | 加碼 |
| 3 | APP | Applovin Corp-class A | +1.4% | -23.56% | 減碼 |
| 4 | ANET | Arista Networks Inc | +1% | +2.37% | 加碼 |
| 5 | KLAC | Kla CORP | +0.8% | +5.59% | 加碼 |
| 6 | MEDP | Medpace Holdings Inc | +0.8% | +6.06% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.7% | +3.87% | 加碼 |
| 8 | SCHW | Schwab (charles) CORP | +0.6% | +4.78% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.5% | +4.96% | 加碼 |
| 10 | CDNS | Cadence Design Sys Inc | +0.3% | +3.78% | 加碼 |
| 11 | EBAY | Ebay Inc | +0.2% | +5.65% | 加碼 |
| 12 | NFLX | Netflix Inc | +0.2% | +4.68% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +5.23% | 加碼 |
| 14 | WDAY | Workday Inc-class A | +0.1% | +31.41% | 加碼 |
| 15 | HUBB | Hubbell Inc | +0.1% | +4.94% | 加碼 |
| 16 | ADBE | Adobe Inc | +0.1% | +48.75% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +4.59% | 加碼 |
| 18 | VEEV | Veeva Systems Inc-class A | +0.1% | +4.47% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | -6.75% | 減碼 |
| 20 | PH | Parker Hannifin CORP | +0.1% | +5.43% | 加碼 |
| 21 | MPC | Marathon Petroleum CORP | +0.1% | +6.38% | 加碼 |
| 22 | EAT | Brinker International Inc | +0.1% | +220.25% | 加碼 |
| 23 | HAS | Hasbro Inc | 0% | +5.06% | 加碼 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 0% | -19.08% | 減碼 |
| 25 | AXP | American Express Co | 0% | +4.29% | 加碼 |
| 26 | TJX | Tjx Companies Inc | 0% | +4.95% | 加碼 |
| 27 | MCK | Mckesson CORP | -0.1% | +6.66% | 加碼 |
| 28 | OKTA | Okta Inc | -0.1% | +38.09% | 加碼 |
| 29 | JNJ | Johnson & Johnson | -0.1% | +5.58% | 加碼 |
| 30 | BKNG | Booking Holdings Inc | -0.1% | +5.03% | 加碼 |
| 31 | AAPL | Apple Inc | -0.2% | +6.26% | 加碼 |
| 32 | PINS | Pinterest Inc- Class A | -0.2% | +5.31% | 加碼 |
| 33 | CBOE | Cboe Global Markets Inc | -0.3% | +4.52% | 加碼 |
| 34 | VRTX | Vertex Pharmaceuticals Inc | -0.6% | +5.63% | 加碼 |
| 35 | WAT | Waters CORP | -0.6% | +5.44% | 加碼 |
| 36 | PGR | Progressive CORP | -0.6% | +5.19% | 加碼 |
| 37 | COST | Costco Wholesale CORP | -0.7% | +5.37% | 加碼 |
| 38 | ADI | Analog Devices Inc | — | NEW | 新建倉 |
| 39 | AMP | Ameriprise Financial Inc | — | EXIT | 清倉 |
| 40 | DIS | Walt Disney Co/the | — | NEW | 新建倉 |
| 41 | GMED | Globus Medical Inc - A | — | EXIT | 清倉 |
| 42 | MRVL | Marvell Technology Inc | — | EXIT | 清倉 |
| 43 | AYI | Acuity Inc | — | EXIT | 清倉 |
| 44 | LNWO | Light & Wonder Inc | — | EXIT | 清倉 |
| 45 | CHKP | Check Point Software Technologies Ltd. | — | EXIT | 清倉 |
| 46 | B | Barrick Mining CORP | — | NEW | 新建倉 |
| 47 | WTS | Watts Water Technologies-a | — | NEW | 新建倉 |
| 48 | ABX | Barrick Gold CORP | — | EXIT | 清倉 |
| 49 | BTSG | Brightspring Health Services | — | NEW | 新建倉 |
| 50 | FANG | Diamondback Energy Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Smith Group Asset Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$24.6億，共申報了 172 個公開持股部位。
在 Q3 2025 季度，Smith Group Asset Management, LLC 按市值排列的前三大核心持股分別為：MSFT (4.6%)、AVGO (4.3%)、AAPL (4.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.6% 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
ADI
市值: US$3653.7萬
本季最大獲利了結 / 清倉標的
AMP
前期市值: US$3489.6萬
在 Q3 2025 季度中，Smith Group Asset Management, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 34 個部位、減碼 3 個部位以及清倉 8 個部位。 其中最大新建倉標的為 ADI。 本季清倉部位包含 AMP。
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。