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: 0001399706
申報總市值
US$7.7億
US$7.7億
82 檔
27.8%
South Street Advisors LLC 在 Q3 2025 季度的美股部位總計估值為 US$7.7億，分散於 82 個持倉標的之中，反映其市場參與廣度與投資規模。
South Street Advisors LLC 於 Q3 2025 展現出進攻型調倉步調，本季推動了 9 檔股票的新建倉與 21 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 NVDA, MSFT, APH）累計市值佔比達 27.8%，是驅動 South Street Advisors 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 | NVDA | Nvidia CORP | 股票-科技 | 9.15% | +0.15% | +1.04% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.49% | -1.89% | +4.12% | |
| 3 | APH | Amphenol Corp-cl A | 股票-科技 | 4.84% | +1.14% | -11.10% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.51% | -0.08% | +2.65% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.99% | +0.45% | +2.40% | |
| 6 | GFI | Gold Fields Ltd-spons Adr | 股票-原物料 | 3.89% | -1.51% | -7.79% | |
| 7 | 07WA | Mr Cooper Group Inc | 股票-其他 | 3.77% | — | -13.79% | |
| 8 | PWR | Quanta Services Inc | 股票-工業 | 3.59% | +0.14% | -1.03% | |
| 9 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.48% | -0.51% | +0.16% | |
| 10 | HWM | Howmet Aerospace Inc | 股票-工業 | 3.43% | -0.07% | -5.07% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.97% | +0.52% | +7.63% | |
| 12 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 2.96% | -0.05% | -1.13% | |
| 13 | NOW | Servicenow Inc | 股票-科技 | 2.92% | -1.66% | EXIT | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.74% | +0.08% | +0.31% | |
| 15 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.72% | -0.22% | +2.89% | |
| 16 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 2.69% | -0.04% | +1.11% | |
| 17 | WEC | Wec Energy Group Inc | 股票-公用事業 | 2.69% | -0.24% | +3.49% | |
| 18 | TPG | Tpg Inc | 股票-金融 | 2.65% | -1.88% | EXIT | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.49% | -0.51% | +3.72% | |
| 20 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 2.38% | +0.25% | +2.73% | |
| 21 | EXEL | Exelixis Inc | 股票-醫療保健 | 2.31% | +0.39% | +127.89% | |
| 22 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.97% | — | +0.36% | |
| 23 | VICI | Vici Properties Inc | 股票-房地產 | 1.87% | — | +5.49% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 1.78% | -0.26% | +3.14% | |
| 25 | CNM | Core & Main Inc-class A | 股票-工業 | 1.67% | -0.18% | +2.16% | |
| 26 | LRN | Stride Inc | 股票-非循環性消費 | 1.63% | -0.06% | +1.09% | |
| 27 | ONTO | Onto Innovation Inc | 股票-科技 | 1.54% | +1.67% | +5.30% | |
| 28 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.47% | -0.44% | +0.75% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.47% | -1.42% | EXIT | |
| 30 | BX | Blackstone Inc | 股票-金融 | 1.27% | -0.04% | EXIT | |
| 31 | PRMB | Primo Brands CORP | 股票-非循環性消費 | 1.15% | -0.05% | +4.57% | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 1.00% | -0.10% | +4.40% | |
| 33 | EXTR | Extreme Networks Inc | 股票-其他 | 0.80% | -0.03% | EXIT | |
| 34 | OKE | Oneok Inc | 股票-能源 | 0.77% | -0.24% | -4.29% | |
| 35 | ETN | Eaton Corporation plc | 股票-工業 | 0.62% | -0.04% | +2.79% | |
| 36 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.49% | +0.02% | +1.75% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | +6.59% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.38% | +0.02% | +10.05% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.36% | +0.05% | — | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.31% | +0.05% | -3.13% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.24% | -0.02% | +79.16% | |
| 42 | CRC | California Resources CORP | 股票-能源 | 0.23% | -0.11% | +2.78% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.23% | +0.20% | +43.87% | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.22% | -0.01% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.20% | -0.02% | — | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.18% | — | -61.28% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.15% | -0.08% | — | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.14% | -0.04% | — | |
| 49 | LIN | Linde plc | 股票-原物料 | 0.11% | -0.01% | — | |
| 50 | PSX | Phillips 66 | 股票-能源 | 0.11% | -0.03% | +3.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.4% | +1.04% | 減碼 |
| 2 | APH | Amphenol Corp-cl A | +1.2% | -11.10% | 減碼 |
| 3 | GFI | Gold Fields Ltd-spons Adr | +1% | -7.79% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | +2.40% | 加碼 |
| 5 | PWR | Quanta Services Inc | +0.8% | -1.03% | 減碼 |
| 6 | MSFT | Microsoft CORP | +0.6% | +4.12% | 加碼 |
| 7 | HWM | Howmet Aerospace Inc | +0.3% | -5.07% | 減碼 |
| 8 | 07WA | Mr Cooper Group Inc | +0.2% | -13.79% | 減碼 |
| 9 | RTX | Rtx CORP | +0.2% | +3.14% | 加碼 |
| 10 | TPG | Tpg Inc | +0.1% | +2.07% | 加碼 |
| 11 | EXTR | Extreme Networks Inc | +0.1% | +4.27% | 減碼 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +3.72% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +43.87% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +79.16% | 加碼 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +122.95% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | 0% | +6.59% | 加碼 |
| 17 | ETN | Eaton Corporation plc | 0% | +2.79% | 減碼 |
| 18 | BX | Blackstone Inc | 0% | +5.12% | 加碼 |
| 19 | AMZN | Amazon.com Inc | 0% | +1.75% | 加碼 |
| 20 | VICI | Vici Properties Inc | 0% | +5.49% | 加碼 |
| 21 | LRN | Stride Inc | -0.1% | +1.09% | 減碼 |
| 22 | NOW | Servicenow Inc | -0.1% | +2.66% | 加碼 |
| 23 | HALO | Halozyme Therapeutics Inc | -0.2% | +2.73% | 加碼 |
| 24 | CNM | Core & Main Inc-class A | -0.2% | +2.16% | 加碼 |
| 25 | MA | Mastercard Inc - A | -0.2% | +4.40% | 加碼 |
| 26 | LOW | Lowe's Cos Inc | -0.2% | +2.44% | 加碼 |
| 27 | ONTO | Onto Innovation Inc | -0.2% | +5.30% | 加碼 |
| 28 | TJX | Tjx Companies Inc | -0.3% | +0.16% | 減碼 |
| 29 | USFD | US Foods Holding CORP | -0.3% | -1.13% | 減碼 |
| 30 | ORLY | O'reilly Automotive Inc | -0.3% | +2.89% | 加碼 |
| 31 | HLT | Hilton Worldwide Holdings In | -0.3% | +1.11% | 減碼 |
| 32 | CRC | California Resources CORP | -0.3% | +2.78% | 減碼 |
| 33 | AAPL | Apple Inc | -0.4% | +2.65% | 減碼 |
| 34 | WEC | Wec Energy Group Inc | -0.4% | +3.49% | 加碼 |
| 35 | OKE | Oneok Inc | -0.7% | -4.29% | 減碼 |
| 36 | LLY | Eli Lilly & Co | -0.8% | +7.63% | 加碼 |
| 37 | V | Visa Inc-class A Shares | -0.8% | +0.31% | 減碼 |
| 38 | KBR | Kbr Inc | -1.4% | -95.89% | 減碼 |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -1.8% | -61.28% | 減碼 |
| 40 | EXEL | Exelixis Inc | — | NEW | 新建倉 |
| 41 | PEP | Pepsico Inc | — | EXIT | 清倉 |
| 42 | PRMB | Primo Brands CORP | — | NEW | 新建倉 |
| 43 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 44 | RHP | Ryman Hospitality Properties | — | EXIT | 清倉 |
| 45 | HD | Home Depot Inc | — | NEW | 新建倉 |
| 46 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建倉 |
| 47 | COST | Costco Wholesale CORP | — | NEW | 新建倉 |
| 48 | UNP | Union Pacific CORP | — | NEW | 新建倉 |
| 49 | EMR | Emerson Electric Co | — | NEW | 新建倉 |
| 50 | CP | Canadian Pacific Kansas City | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，South Street Advisors LLC 在 Q3 2025 季度的美股持倉總市值約為 US$7.7億，共申報了 82 個公開持股部位。
在 Q3 2025 季度，South Street Advisors LLC 按市值排列的前三大核心持股分別為：NVDA (9.2%)、MSFT (5.5%)、APH (4.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 9.2% 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
EXEL
市值: US$1760.1萬
本季最大獲利了結 / 清倉標的
PEP
前期市值: US$1420.9萬
在 Q3 2025 季度中，South Street Advisors LLC 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 21 個部位、減碼 18 個部位以及清倉 2 個部位。 其中最大新建倉標的為 EXEL。 本季清倉部位包含 PEP。
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。