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: 0001605522
申報總市值
US$2.6億
US$2.6億
201 檔
25.3%
St. Johns Investment Management Company, LLC 在 Q2 2025 季度的美股部位總計估值為 US$2.6億，分散於 201 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q2 2025，St. Johns Investment Management Company, LLC 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 26 檔、減碼 22 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 SCHX, AAPL, SCHM）累計市值佔比達 25.3%，是驅動 St. Johns Investment Management Company, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 201 檔）
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 11.34% | +0.11% | -1.95% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.08% | +0.11% | +4.37% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.03% | +0.27% | +2.50% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 4.86% | +0.50% | +3.20% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.44% | +0.10% | -10.13% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.99% | -0.19% | -4.99% | |
| 7 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.09% | -0.91% | -6.83% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.67% | +0.07% | +39.26% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.57% | -0.36% | -1.21% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.53% | +0.65% | +4.66% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.39% | -0.01% | -4.24% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.38% | +0.04% | +2.91% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.12% | +0.16% | -0.39% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.11% | +0.09% | -3.88% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.93% | -0.14% | -5.01% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.73% | -0.41% | +1.46% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.69% | +0.17% | +1.42% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.58% | +0.10% | +2.96% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | +0.05% | +0.52% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.24% | +0.08% | -0.34% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.22% | -0.15% | +6.63% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 1.13% | -0.01% | -15.45% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.13% | -0.06% | -0.27% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.06% | +0.02% | -13.28% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.03% | +0.06% | +6.86% | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 0.92% | -0.12% | -0.34% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | -0.38% | -9.85% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.87% | -0.03% | +8.27% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.85% | -0.17% | -3.50% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | -0.13% | +1.10% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.83% | +0.13% | +1.47% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | +0.04% | -3.69% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.80% | +0.07% | -0.02% | |
| 34 | TFC | Truist Financial CORP | 股票-金融 | 0.76% | -0.02% | +4.94% | |
| 35 | CMI | Cummins Inc | 股票-工業 | 0.76% | +0.07% | +2.80% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.74% | +0.06% | -4.64% | |
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 0.69% | -0.07% | -2.14% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | +6.37% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | -0.01% | +1.67% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.61% | -0.03% | -3.58% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.60% | -0.08% | -3.79% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.20% | +0.95% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | -0.06% | -5.77% | |
| 44 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.52% | -0.05% | +0.83% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.52% | +0.33% | +6.86% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.51% | +0.16% | +38.10% | |
| 47 | DE | Deere & Co | 股票-工業 | 0.50% | +0.01% | -9.55% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.18% | -4.64% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.47% | +0.02% | +1.94% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.47% | -0.07% | -0.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.8% | +39.26% | 加碼 |
| 2 | MSFT | Microsoft CORP | +0.6% | -4.99% | 減碼 |
| 3 | NVDA | Nvidia CORP | +0.5% | -3.88% | 減碼 |
| 4 | XLK | Ss Technology Select Sector | +0.4% | +4.66% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.4% | -0.27% | 減碼 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | -5.01% | 減碼 |
| 7 | AXP | American Express Co | +0.2% | +2.96% | 加碼 |
| 8 | SCHA | Schwab US Small-cap ETF | +0.2% | +3.20% | 加碼 |
| 9 | AMD | Advanced Micro Devices | +0.1% | +6.86% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +0.52% | 加碼 |
| 11 | XLC | Ss Comm Select Sector Spdr | +0.1% | +6.63% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.42% | 加碼 |
| 13 | XLI | Ss Industrial Select Sector | +0.1% | +6.86% | 加碼 |
| 14 | SCHM | Schwab US Mid Cap ETF | +0.1% | +2.50% | 加碼 |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | +19.53% | 加碼 |
| 16 | SCHX | Schwab US Large-cap ETF | +0.1% | -1.95% | 減碼 |
| 17 | XHB | Ss Spdr S&p Homebldrs ETF | +0.1% | +41.71% | 加碼 |
| 18 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +2.91% | 加碼 |
| 19 | WMT | Walmart Inc | +0.1% | +1.46% | 加碼 |
| 20 | FTNT | Fortinet Inc | +0.1% | +19.34% | 加碼 |
| 21 | AMZN | Amazon.com Inc | +0.1% | -4.24% | 減碼 |
| 22 | BAC | Bank Of America CORP | +0.1% | -0.34% | 減碼 |
| 23 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | 新建倉 |
| 24 | GLW | Corning Inc | +0.1% | +5.26% | 加碼 |
| 25 | DIS | Walt Disney Co/the | +0.1% | -1.70% | 減碼 |
| 26 | UPS | United Parcel Service-cl B | +0.1% | +44.27% | 加碼 |
| 27 | FITB | Fifth Third Bancorp | 0% | +12.32% | 加碼 |
| 28 | CSCO | Cisco Systems Inc | 0% | +0.95% | 加碼 |
| 29 | IGM | Ishares Expanded Tech Sector | 0% | — | 不變 |
| 30 | CRM | Salesforce Inc | 0% | +8.27% | 加碼 |
| 31 | TFC | Truist Financial CORP | 0% | +4.94% | 加碼 |
| 32 | XLY | Ss Consumer Disc Select Sect | 0% | +1.94% | 加碼 |
| 33 | IWM | Ishares Russell 2000 ETF | — | -0.39% | 減碼 |
| 34 | CMI | Cummins Inc | — | +2.80% | 加碼 |
| 35 | SYK | Stryker CORP | 0% | -0.34% | 減碼 |
| 36 | XLE | Ss Energy Select Sector | -0.1% | -9.67% | 減碼 |
| 37 | MRK | Merck & Co. Inc. | -0.1% | +1.67% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | -0.1% | -10.61% | 減碼 |
| 39 | PEP | Pepsico Inc | -0.1% | -6.69% | 減碼 |
| 40 | JNJ | Johnson & Johnson | -0.1% | -5.77% | 減碼 |
| 41 | CVX | Chevron CORP | -0.2% | -4.64% | 減碼 |
| 42 | UNH | Unitedhealth Group Inc | -0.2% | +38.10% | 加碼 |
| 43 | XLV | Ss Health Care Select Sector | -0.2% | -4.64% | 減碼 |
| 44 | AMGN | Amgen Inc | -0.2% | -2.14% | 減碼 |
| 45 | MCD | Mcdonald's CORP | -0.2% | -3.50% | 減碼 |
| 46 | MDY | State Street Spdr S&p Midcap | -0.2% | -13.28% | 減碼 |
| 47 | XLF | Ss Financial Select Sector | -0.2% | -15.45% | 減碼 |
| 48 | XOM | Exxon Mobil CORP | -0.3% | -9.85% | 減碼 |
| 49 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -1.21% | 減碼 |
| 50 | AAPL | Apple Inc | -0.6% | +4.37% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，St. Johns Investment Management Company, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$2.6億，共申報了 201 個公開持股部位。
在 Q2 2025 季度，St. Johns Investment Management Company, LLC 按市值排列的前三大核心持股分別為：SCHX (11.3%)、AAPL (5.1%)、SCHM (5.0%)。其中最大持股部位 SCHX 佔據整體投資組合約 11.3% 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
VIG
市值: US$12.3萬
本季最大獲利了結 / 清倉標的
SCHX
前期市值: US$2275.2萬
在 Q2 2025 季度中，St. Johns Investment Management Company, LLC 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 26 個部位、減碼 22 個部位以及清倉 0 個部位。 其中最大新建倉標的為 VIG。
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。