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: 0002026215
申報總市值
US$13.1億
US$13.1億
100 檔
13.6%
Sone Capital Management, LLC 在 Q4 2025 季度的美股部位總計估值為 US$13.1億，分散於 100 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q4 2025 的資金脈絡，Sone Capital Management, LLC 在獲利結算 28 檔個股的同時，將資本重新部署至 32 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 FOX, UNP, OTIS）累計市值佔比達 13.6%，是驅動 Sone Capital Management, 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 | FOX | Fox CORP - Class B | 股票-通訊服務 | 3.65% | -0.40% | +0.85% | |
| 2 | UNP | Union Pacific CORP | 股票-工業 | 2.89% | -1.25% | +15.72% | |
| 3 | OTIS | Otis Worldwide CORP | 股票-工業 | 2.80% | -0.77% | — | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.61% | -0.10% | +82.40% | |
| 5 | ALLE | Allegion plc | 股票-工業 | 2.56% | -1.67% | +1133.13% | |
| 6 | POOL | Pool CORP | 股票-工業 | 2.29% | -0.33% | +468.14% | |
| 7 | CSGP | Costar Group Inc | 股票-房地產 | 2.28% | -0.09% | +24.93% | |
| 8 | AWK | American Water Works Co Inc | 股票-公用事業 | 2.25% | -2.16% | +71.29% | |
| 9 | TT | Trane Technologies plc | 股票-工業 | 2.16% | -0.69% | +30.78% | |
| 10 | FDS | Factset Research Systems Inc | 股票-金融 | 2.14% | -0.08% | -4.61% | |
| 11 | ECL | Ecolab Inc | 股票-原物料 | 2.09% | +0.94% | — | |
| 12 | HEI-A | Heico Corp-class A | 股票-其他 | 1.90% | +0.59% | -0.32% | |
| 13 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.86% | — | +453.32% | |
| 14 | SYK | Stryker CORP | 股票-醫療保健 | 1.85% | +0.40% | +105.58% | |
| 15 | TYL | Tyler Technologies Inc | 股票-科技 | 1.82% | -0.21% | -9.75% | |
| 16 | MTH | Meritage Homes CORP | 股票-循環性消費 | 1.75% | -0.48% | +36.34% | |
| 17 | BSY | Bentley Systems Inc-class B | 股票-科技 | 1.68% | +0.69% | — | |
| 18 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.56% | -0.21% | -24.74% | |
| 19 | LII | Lennox International Inc | 股票-工業 | 1.55% | -2.97% | -6.80% | |
| 20 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.52% | -0.90% | +5.15% | |
| 21 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.52% | -0.64% | EXIT | |
| 22 | AMT | American Tower CORP | 股票-房地產 | 1.52% | +1.86% | -2.76% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 1.49% | -0.83% | +103.73% | |
| 24 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.47% | -0.55% | — | |
| 25 | EQIX | Equinix Inc | 股票-房地產 | 1.46% | — | +196.24% | |
| 26 | CLX | Clorox Company | 股票-非循環性消費 | 1.44% | — | +432.25% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 1.44% | -0.11% | +457.18% | |
| 28 | DSGX | Descartes Systems Grp/the | 股票-科技 | 1.41% | -0.82% | +1.95% | |
| 29 | ADSK | Autodesk Inc | 股票-科技 | 1.39% | -1.56% | +277.16% | |
| 30 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.38% | +0.54% | -11.31% | |
| 31 | APH | Amphenol Corp-cl A | 股票-科技 | 1.29% | -0.40% | +31.77% | |
| 32 | RVTY | Revvity Inc | 股票-醫療保健 | 1.27% | +0.93% | NEW | |
| 33 | FERG | Ferguson Enterprises Inc | 股票-工業 | 1.25% | +0.20% | — | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | +0.90% | +66.69% | |
| 35 | APPF | Appfolio Inc - A | 股票-科技 | 1.22% | -0.35% | +94.77% | |
| 36 | PCOR | Procore Technologies Inc | 股票-科技 | 1.18% | +1.06% | — | |
| 37 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.06% | +0.14% | +76.06% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 1.04% | -0.20% | -42.94% | |
| 39 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.00% | — | — | |
| 40 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.98% | -1.30% | EXIT | |
| 41 | AON | Aon plc | 股票-金融 | 0.98% | -0.85% | EXIT | |
| 42 | VLTO | Veralto CORP | 股票-工業 | 0.95% | +0.49% | +40.71% | |
| 43 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.93% | +0.41% | -56.78% | |
| 44 | WMB | Williams Cos Inc | 股票-能源 | 0.93% | -0.03% | — | |
| 45 | KKR | Kkr & Co Inc | 股票-金融 | 0.92% | -1.03% | EXIT | |
| 46 | STE | STERIS plc | 股票-醫療保健 | 0.91% | -0.44% | — | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.91% | +1.37% | — | |
| 48 | TRU | Transunion | 股票-金融 | 0.89% | — | -24.56% | |
| 49 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.88% | +0.22% | +264.60% | |
| 50 | LIN | Linde plc | 股票-原物料 | 0.88% | — | +30.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ALLE | Allegion plc | +2.3% | +1133.13% | 加碼 |
| 2 | POOL | Pool CORP | +1.7% | +468.14% | 加碼 |
| 3 | KMB | Kimberly-clark CORP | +1.4% | +453.32% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +1.2% | +82.40% | 加碼 |
| 5 | ADP | Automatic Data Processing | +1.1% | +457.18% | 加碼 |
| 6 | CLX | Clorox Company | +1.1% | +432.25% | 加碼 |
| 7 | ADSK | Autodesk Inc | +1% | +277.16% | 加碼 |
| 8 | EQIX | Equinix Inc | +0.9% | +196.24% | 加碼 |
| 9 | IQV | Iqvia Holdings Inc | +0.9% | +122.91% | 加碼 |
| 10 | SYK | Stryker CORP | +0.9% | +105.58% | 加碼 |
| 11 | AWK | American Water Works Co Inc | +0.8% | +71.29% | 加碼 |
| 12 | INTU | Intuit Inc | +0.7% | +103.73% | 加碼 |
| 13 | ODFL | Old Dominion Freight Line | +0.7% | +264.60% | 加碼 |
| 14 | A | Agilent Technologies Inc | +0.5% | +76.06% | 加碼 |
| 15 | APPF | Appfolio Inc - A | +0.5% | +94.77% | 加碼 |
| 16 | MSFT | Microsoft CORP | +0.4% | +66.69% | 加碼 |
| 17 | NVDA | Nvidia CORP | +0.4% | +196.08% | 加碼 |
| 18 | FOX | Fox CORP - Class B | +0.4% | +0.85% | 加碼 |
| 19 | APH | Amphenol Corp-cl A | +0.4% | +31.77% | 加碼 |
| 20 | TT | Trane Technologies plc | +0.3% | +30.78% | 加碼 |
| 21 | MTH | Meritage Homes CORP | +0.3% | +36.34% | 加碼 |
| 22 | UNP | Union Pacific CORP | +0.3% | +15.72% | 加碼 |
| 23 | TMO | Thermo Fisher Scientific Inc | +0.2% | +59.68% | 加碼 |
| 24 | GWRE | Guidewire Software Inc | +0.2% | +322.52% | 加碼 |
| 25 | VLTO | Veralto CORP | +0.2% | +40.71% | 加碼 |
| 26 | PAYX | Paychex Inc | +0.2% | +46.61% | 加碼 |
| 27 | RVTY | Revvity Inc | +0.1% | +3.93% | 加碼 |
| 28 | LIN | Linde plc | +0.1% | +30.37% | 加碼 |
| 29 | CCI | Crown Castle Inc | +0.1% | +22.46% | 加碼 |
| 30 | NY4B | Clearway Energy Inc-a | +0.1% | — | 不變 |
| 31 | ACGL | Arch Capital Group Ltd. | 0% | — | 不變 |
| 32 | MORN | Morningstar Inc | 0% | +11.30% | 加碼 |
| 33 | RNR | RenaissanceRe Holdings Ltd. | 0% | — | 不變 |
| 34 | BSX | Boston Scientific CORP | 0% | +5.15% | 加碼 |
| 35 | MDLZ | Mondelez International Inc-a | 0% | +16.52% | 加碼 |
| 36 | EW | Edwards Lifesciences CORP | 0% | -21.47% | 減碼 |
| 37 | IDXX | Idexx Laboratories Inc | -0.1% | -17.40% | 減碼 |
| 38 | HEI-A | Heico Corp-class A | -0.1% | -0.32% | 減碼 |
| 39 | CSGP | Costar Group Inc | -0.1% | +24.93% | 加碼 |
| 40 | DSGX | Descartes Systems Grp/the | -0.1% | +1.95% | 加碼 |
| 41 | TMHC | Taylor Morrison Home CORP | -0.1% | -6.20% | 減碼 |
| 42 | FDS | Factset Research Systems Inc | -0.1% | -4.61% | 減碼 |
| 43 | BL | Blackline Inc | -0.2% | -37.83% | 減碼 |
| 44 | TTAN | Servicetitan Inc-a | -0.2% | -51.02% | 減碼 |
| 45 | VRT | Vertiv Holdings Co-a | -0.2% | -26.28% | 減碼 |
| 46 | AMT | American Tower CORP | -0.2% | -2.76% | 減碼 |
| 47 | BRBR | Bellring Brands Inc | -0.3% | -53.33% | 減碼 |
| 48 | TRU | Transunion | -0.3% | -24.56% | 減碼 |
| 49 | CHD | Church & Dwight Co Inc | -0.3% | -11.31% | 減碼 |
| 50 | BLD | Topbuild CORP | -0.3% | -46.03% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sone Capital Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$13.1億，共申報了 100 個公開持股部位。
在 Q4 2025 季度，Sone Capital Management, LLC 按市值排列的前三大核心持股分別為：FOX (3.6%)、UNP (2.9%)、OTIS (2.8%)。其中最大持股部位 FOX 佔據整體投資組合約 3.6% 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
OTIS
市值: US$3456.0萬
本季最大獲利了結 / 清倉標的
SPGI
前期市值: US$3026.6萬
在 Q4 2025 季度中，Sone Capital Management, LLC 共進行了 125 項持倉異動，包含新建倉 32 個部位、加碼 34 個部位、減碼 31 個部位以及清倉 28 個部位。 其中最大新建倉標的為 OTIS。 本季清倉部位包含 SPGI。
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。