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: 0001215208
申報總市值
US$4.2億
US$4.2億
111 檔
39.4%
Q3 2025 季度申報顯示，Somerville Kurt F 揭露的美股組合總市值為 US$4.2億，涵蓋 111 個不同之權益投資部位。
Somerville Kurt F 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 40 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。
整體而言，Somerville Kurt F 的前 5 大持股（包含 NVDA, GOOGL, AAPL）貢獻了組合市值的 39.4%，形成該機構在 Q3 2025 季度的基本面基石。
| # | 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 | 6.72% | -0.14% | -5.59% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.79% | +0.22% | -3.65% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.44% | -0.19% | -2.80% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.26% | -0.40% | -3.43% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 4.08% | -0.42% | -6.36% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.57% | -0.08% | -3.59% | |
| 7 | ADI | Analog Devices Inc | 股票-科技 | 3.51% | +0.05% | -3.69% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 3.46% | -0.15% | -4.16% | |
| 9 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.40% | -0.64% | -3.24% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.12% | -0.66% | -3.63% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 2.99% | -0.19% | -3.13% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.94% | -0.48% | -3.99% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 2.94% | +4.02% | -12.64% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.74% | -0.37% | -3.06% | |
| 15 | ROK | Rockwell Automation Inc | 股票-工業 | 2.65% | +0.41% | -9.84% | |
| 16 | XYL | Xylem Inc | 股票-工業 | 2.59% | -0.32% | -3.95% | |
| 17 | DHR | Danaher CORP | 股票-醫療保健 | 2.53% | -0.36% | -2.69% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 2.44% | -0.57% | -3.06% | |
| 19 | ATR | Aptargroup Inc | 股票-醫療保健 | 2.43% | -0.59% | -3.81% | |
| 20 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 2.38% | +0.06% | -1.35% | |
| 21 | FISV | Fiserv Inc | 股票-其他 | 2.37% | -0.48% | -2.69% | |
| 22 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.85% | -0.09% | -4.95% | |
| 23 | CARR | Carrier Global CORP | 股票-工業 | 1.61% | -0.11% | -3.50% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.47% | -0.02% | -2.34% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.25% | -0.21% | -6.26% | |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.20% | — | -3.83% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.16% | +0.47% | +27.48% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.05% | -0.49% | -0.65% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.05% | -0.04% | -5.90% | |
| 30 | AXP | American Express Co | 股票-金融 | 0.98% | +0.11% | +46.48% | |
| 31 | UBER | Uber Technologies Inc | 股票-工業 | 0.95% | -0.11% | +31.22% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.83% | — | +12.96% | |
| 33 | HON | Honeywell International Inc | 股票-工業 | 0.72% | -0.42% | EXIT | |
| 34 | ASML | ASML Holding N.V. | 股票-科技 | 0.69% | +0.22% | -5.90% | |
| 35 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.69% | -0.08% | +79.72% | |
| 36 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 股票-其他 | 0.64% | -0.08% | -3.01% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.48% | — | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.61% | +0.06% | NEW | |
| 39 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.60% | -0.11% | -31.87% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.59% | +1.63% | +295.01% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.45% | +0.35% | -5.08% | |
| 42 | ARIMX | Amg Rr Smid Val-i | 股票-其他 | 0.45% | -0.01% | -3.73% | |
| 43 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.36% | -0.07% | -2.15% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | +0.01% | +5.06% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.28% | -0.03% | -6.98% | |
| 46 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.27% | — | -2.05% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | -0.04% | -3.17% | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.26% | -0.05% | -2.90% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.25% | -0.08% | -0.69% | |
| 50 | CAT | Caterpillar Inc | 股票-工業 | 0.21% | +0.18% | -0.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | -5.59% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.7% | -3.65% | 減碼 |
| 3 | MSFT | Microsoft CORP | +1% | -3.43% | 減碼 |
| 4 | UBER | Uber Technologies Inc | +0.8% | +31.22% | 加碼 |
| 5 | AXP | American Express Co | +0.8% | +46.48% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.6% | +27.48% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.6% | -12.64% | 減碼 |
| 8 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +31.74% | 加碼 |
| 9 | SBGSY | Schneider Elect Se-unsp Adr | +0.4% | -1.35% | 加碼 |
| 10 | ADI | Analog Devices Inc | +0.3% | -3.69% | 減碼 |
| 11 | RTX | Rtx CORP | +0.3% | -3.06% | 減碼 |
| 12 | XYL | Xylem Inc | +0.3% | -3.95% | 減碼 |
| 13 | TJX | Tjx Companies Inc | +0.2% | -3.63% | 減碼 |
| 14 | AAPL | Apple Inc | +0.2% | -2.80% | 減碼 |
| 15 | ASML | ASML Holding N.V. | +0.2% | -5.90% | 減碼 |
| 16 | AMZN | Amazon.com Inc | +0.2% | -3.59% | 減碼 |
| 17 | ROK | Rockwell Automation Inc | +0.2% | -9.84% | 減碼 |
| 18 | CRM | Salesforce Inc | +0.1% | +12.96% | 加碼 |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -5.08% | 加碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +17.04% | 加碼 |
| 21 | CAT | Caterpillar Inc | +0.1% | -0.94% | 減碼 |
| 22 | ORCL | Oracle CORP | 0% | -0.39% | 減碼 |
| 23 | HD | Home Depot Inc | 0% | -3.13% | 減碼 |
| 24 | FICO | Fair Isaac CORP | -0.1% | -14.42% | 減碼 |
| 25 | PEP | Pepsico Inc | -0.1% | -0.69% | 減碼 |
| 26 | JNJ | Johnson & Johnson | -0.1% | -3.99% | 減碼 |
| 27 | KO | Coca-cola Co/the | -0.1% | -10.10% | 減碼 |
| 28 | HON | Honeywell International Inc | -0.1% | -6.68% | 減碼 |
| 29 | MDT | Medtronic plc | -0.1% | -31.04% | 減碼 |
| 30 | CVX | Chevron CORP | -0.2% | -0.65% | 減碼 |
| 31 | CARR | Carrier Global CORP | -0.2% | -3.50% | 減碼 |
| 32 | ADBE | Adobe Inc | -0.2% | -77.96% | 減碼 |
| 33 | DHR | Danaher CORP | -0.3% | -2.69% | 減碼 |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | -0.4% | -3.83% | 減碼 |
| 35 | ABT | Abbott Laboratories | -0.4% | -3.24% | 減碼 |
| 36 | CNI | Canadian Natl Railway Co | -0.4% | -4.95% | 減碼 |
| 37 | VRTX | Vertex Pharmaceuticals Inc | -0.5% | -2.34% | 減碼 |
| 38 | ATR | Aptargroup Inc | -0.6% | -3.81% | 減碼 |
| 39 | MA | Mastercard Inc - A | -0.6% | -6.36% | 減碼 |
| 40 | PG | Procter & Gamble Co/the | -0.6% | -3.06% | 減碼 |
| 41 | ADP | Automatic Data Processing | -0.6% | -4.16% | 減碼 |
| 42 | BDX | Becton Dickinson And Co | -0.9% | -41.73% | 減碼 |
| 43 | NSRGY | Nestle Sa-spons Adr | -0.9% | -31.87% | 減碼 |
| 44 | BALL | Ball CORP | -1% | -46.78% | 減碼 |
| 45 | UNH | Unitedhealth Group Inc | -1% | -6.26% | 減碼 |
| 46 | FISV | Fiserv Inc | -2.3% | -2.69% | 減碼 |
| 47 | SCHW | Schwab (charles) CORP | — | NEW | 新建倉 |
| 48 | AMAT | Applied Materials Inc | — | NEW | 新建倉 |
| 49 | RHHBY | Roche Holdings Ltd-spons Adr | — | EXIT | 清倉 |
| 50 | BMY | Bristol-myers Squibb Co | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Somerville Kurt F 在 Q3 2025 季度的美股持倉總市值約為 US$4.2億，共申報了 111 個公開持股部位。
在 Q3 2025 季度，Somerville Kurt F 按市值排列的前三大核心持股分別為：NVDA (6.7%)、GOOGL (5.8%)、AAPL (5.4%)。其中最大持股部位 NVDA 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
SCHW
市值: US$418.1萬
本季最大獲利了結 / 清倉標的
RHHBY
前期市值: US$32.0萬
在 Q3 2025 季度中，Somerville Kurt F 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 8 個部位、減碼 38 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SCHW。 本季清倉部位包含 RHHBY。
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。