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: 0001781882
申報總市值
US$2.2億
US$2.2億
32 檔
24.3%
截至 Q4 2025 季度末，Socorro Asset Management LP 的美股持倉估值約為 US$2.2億，全數申報部位共有 32 檔。
Socorro Asset Management LP 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 23 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 SRE, MS, PNC）占據了總市值的 24.3%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
HUBB
市值: US$356.3萬
本季最大獲利了結 / 清倉標的
CTRA
前期市值: US$655.3萬
| # | 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 | SRE | Sempra | 股票-公用事業 | 4.58% | -1.07% | -13.65% | |
| 2 | MS | Morgan Stanley | 股票-金融 | 4.35% | -0.27% | -6.33% | |
| 3 | PNC | Pnc Financial Services Group | 股票-金融 | 4.29% | +0.45% | +2.00% | |
| 4 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | 債券 | 3.95% | -0.27% | -17.57% | |
| 5 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.81% | -0.98% | -8.38% | |
| 6 | TXN | Texas Instruments Inc | 股票-科技 | 3.72% | -0.64% | -4.12% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.69% | +0.11% | +19.73% | |
| 8 | PFE | Pfizer Inc | 股票-醫療保健 | 3.68% | -0.59% | -13.50% | |
| 9 | PLD | Prologis Inc | 股票-房地產 | 3.66% | -0.05% | -16.11% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.57% | +0.23% | +1.19% | |
| 11 | AMT | American Tower CORP | 股票-房地產 | 3.44% | -0.22% | -11.01% | |
| 12 | CPT | Camden Property Trust | 股票-房地產 | 3.42% | +0.39% | -8.42% | |
| 13 | MLM | Martin Marietta Materials | 股票-原物料 | 3.35% | -0.18% | -8.60% | |
| 14 | EXE | Expand Energy CORP | 股票-能源 | 3.34% | -0.46% | -7.08% | |
| 15 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.27% | +0.18% | -7.79% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 3.25% | +0.35% | -2.55% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 3.25% | +0.41% | +6.14% | |
| 18 | AEIS 2.5 09-15-28債券 | Advanced Energy Ind | 債券 | 3.18% | — | -16.67% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.98% | -0.16% | -12.91% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 2.94% | +0.25% | -10.08% | |
| 21 | APD | Air Products & Chemicals Inc | 股票-原物料 | 2.92% | -0.11% | +1.88% | |
| 22 | ALC | Alcon Inc. | 股票-醫療保健 | 2.89% | -0.33% | -11.08% | |
| 23 | UNP | Union Pacific CORP | 股票-工業 | 2.86% | — | -11.93% | |
| 24 | LRCX | Lam Research CORP | 股票-科技 | 2.82% | +1.25% | -20.07% | |
| 25 | XEL | Xcel Energy Inc | 股票-公用事業 | 2.78% | -0.14% | +43.70% | |
| 26 | FERG | Ferguson Enterprises Inc | 股票-工業 | 2.63% | -0.33% | +1.68% | |
| 27 | DHR | Danaher CORP | 股票-醫療保健 | 2.62% | +0.17% | +6.77% | |
| 28 | SLB | Slb LTD | 股票-能源 | 2.61% | -0.98% | -11.82% | |
| 29 | OKE | Oneok Inc | 股票-能源 | 2.51% | -0.15% | +4.19% | |
| 30 | TFC | Truist Financial CORP | 股票-金融 | 2.19% | -2.17% | EXIT | |
| 31 | HUBB | Hubbell Inc | 股票-工業 | 1.38% | +1.15% | — | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.09% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XEL | Xcel Energy Inc | +0.8% | +43.70% | 加碼 |
| 2 | DHR | Danaher CORP | +0.7% | +6.77% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.6% | +19.73% | 加碼 |
| 4 | PNC | Pnc Financial Services Group | +0.5% | +2.00% | 加碼 |
| 5 | MS | Morgan Stanley | +0.5% | -6.33% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | +1.19% | 加碼 |
| 7 | BAC | Bank Of America CORP | +0.3% | -2.55% | 減碼 |
| 8 | OKE | Oneok Inc | +0.3% | +4.19% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.3% | -20.07% | 減碼 |
| 10 | FERG | Ferguson Enterprises Inc | +0.2% | +1.68% | 加碼 |
| 11 | AEIS 2.5 09-15-28債券 | Advanced Energy Ind | +0.2% | -16.67% | 減碼 |
| 12 | SLB | Slb LTD | +0.2% | -11.82% | 減碼 |
| 13 | KO | Coca-cola Co/the | +0.1% | -8.38% | 減碼 |
| 14 | EXE | Expand Energy CORP | +0.1% | -7.08% | 減碼 |
| 15 | AAPL | Apple Inc | +0.1% | -10.08% | 減碼 |
| 16 | CPT | Camden Property Trust | +0.1% | -8.42% | 減碼 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -12.91% | 減碼 |
| 18 | ALC | Alcon Inc. | 0% | -11.08% | 減碼 |
| 19 | PLD | Prologis Inc | 0% | -16.11% | 減碼 |
| 20 | NEE | Nextera Energy Inc | 0% | — | 不變 |
| 21 | APD | Air Products & Chemicals Inc | 0% | +1.88% | 加碼 |
| 22 | DIS | Walt Disney Co/the | -0.1% | -7.79% | 減碼 |
| 23 | TXN | Texas Instruments Inc | -0.1% | -4.12% | 減碼 |
| 24 | MLM | Martin Marietta Materials | -0.1% | -8.60% | 減碼 |
| 25 | HD | Home Depot Inc | -0.1% | +6.14% | 加碼 |
| 26 | UNP | Union Pacific CORP | -0.2% | -11.93% | 減碼 |
| 27 | TFC | Truist Financial CORP | -0.3% | -23.10% | 減碼 |
| 28 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | -0.3% | -17.57% | 減碼 |
| 29 | PFE | Pfizer Inc | -0.4% | -13.50% | 減碼 |
| 30 | SRE | Sempra | -0.5% | -13.65% | 減碼 |
| 31 | AMT | American Tower CORP | -0.5% | -11.01% | 減碼 |
| 32 | CTRA | Coterra Energy Inc | — | EXIT | 清倉 |
| 33 | ARE | Alexandria Real Estate Equit | — | EXIT | 清倉 |
| 34 | HUBB | Hubbell Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Socorro Asset Management LP 在 Q4 2025 季度的美股持倉總市值約為 US$2.2億，共申報了 32 個公開持股部位。
在 Q4 2025 季度，Socorro Asset Management LP 按市值排列的前三大核心持股分別為：SRE (4.6%)、MS (4.3%)、PNC (4.3%)。其中最大持股部位 SRE 佔據整體投資組合約 4.6% 的權重。
在 Q4 2025 季度中，Socorro Asset Management LP 共進行了 33 項持倉異動，包含新建倉 1 個部位、加碼 9 個部位、減碼 21 個部位以及清倉 2 個部位。 其中最大新建倉標的為 HUBB。 本季清倉部位包含 CTRA。
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。
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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。
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。