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: 0001166716
申報總市值
US$6.5億
US$6.5億
250 檔
17.4%
Strategy Asset Managers LLC 在 Q3 2025 季度的美股部位總計估值為 US$6.5億，分散於 250 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q3 2025 的資金脈絡，Strategy Asset Managers LLC 在獲利結算 34 檔個股的同時，將資本重新部署至 43 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 AVGO, MSFT, JPM）累計市值佔比達 17.4%，是驅動 Strategy Asset Managers 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 250 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 | AVGO | Broadcom Inc | 股票-科技 | 5.58% | -0.26% | -10.66% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.75% | +1.22% | -2.02% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.78% | -0.02% | +0.31% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.59% | -0.15% | -0.16% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.60% | +0.31% | -0.80% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.54% | -0.06% | +20.96% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 2.40% | -0.26% | +6.16% | |
| 8 | LMT | Lockheed Martin CORP | 股票-工業 | 2.26% | +0.06% | -1.14% | |
| 9 | CEG | Constellation Energy | 股票-公用事業 | 2.26% | +0.04% | +2.26% | |
| 10 | EMR | Emerson Electric Co | 股票-工業 | 2.17% | +0.28% | +0.60% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.06% | +0.18% | +2.13% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.92% | +0.03% | +2.91% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 1.79% | -0.07% | +1.98% | |
| 14 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.64% | -0.06% | +1.81% | |
| 15 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.60% | +0.04% | -3.87% | |
| 16 | GD | General Dynamics CORP | 股票-工業 | 1.49% | -0.07% | +0.52% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.47% | +0.41% | +2.38% | |
| 18 | GLW | Corning Inc | 股票-科技 | 1.38% | -0.92% | +0.73% | |
| 19 | ETN | Eaton Corporation plc | 股票-工業 | 1.35% | +0.08% | +1.50% | |
| 20 | ICE | Intercontinental Exchange In | 股票-金融 | 1.33% | +0.22% | +10.08% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.33% | +0.06% | -4.42% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.31% | +0.09% | -11.28% | |
| 23 | AON | Aon plc | 股票-金融 | 1.24% | -0.16% | +0.97% | |
| 24 | HON | Honeywell International Inc | 股票-工業 | 1.24% | — | +0.47% | |
| 25 | PM | Philip Morris International | 股票-非循環性消費 | 1.24% | -0.04% | +11.79% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 1.19% | -0.13% | +0.88% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.19% | +0.09% | +4.73% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | +0.17% | -31.40% | |
| 29 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.14% | -1.00% | EXIT | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.13% | +0.10% | +3.91% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 1.10% | -0.05% | +0.37% | |
| 32 | WM | Waste Management Inc | 股票-工業 | 1.07% | -0.06% | +1.60% | |
| 33 | MO | Altria Group Inc | 股票-非循環性消費 | 1.07% | — | +1.40% | |
| 34 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 1.01% | +0.02% | +1.84% | |
| 35 | MCHP | Microchip Technology Inc | 股票-科技 | 0.95% | -0.18% | +0.85% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.94% | +0.27% | -56.35% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事業 | 0.92% | -0.05% | +1.21% | |
| 38 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.88% | -0.25% | +1.21% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.82% | +0.02% | -6.97% | |
| 40 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.72% | +0.04% | -1.78% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.60% | -0.07% | -48.01% | |
| 42 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 0.57% | -0.27% | -2.77% | |
| 43 | FIW | First Trust Water ETF | ETF-其他 | 0.56% | — | -0.72% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.55% | +0.03% | NEW | |
| 45 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 0.54% | -0.02% | +2.64% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | +0.03% | -23.57% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.51% | +0.03% | NEW | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.50% | +0.05% | +67.68% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.49% | +0.38% | -1.66% | |
| 50 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.49% | — | +2.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.3% | -10.66% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1% | -0.16% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.8% | -2.02% | 減碼 |
| 4 | CEG | Constellation Energy | +0.7% | +2.26% | 減碼 |
| 5 | GLW | Corning Inc | +0.5% | +0.73% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | +0.31% | 加碼 |
| 7 | DKS | Dick's Sporting Goods Inc | +0.3% | +0.69% | 加碼 |
| 8 | ETN | Eaton Corporation plc | +0.3% | +1.50% | 加碼 |
| 9 | CIEN | Ciena CORP | +0.3% | +1.11% | 加碼 |
| 10 | IEMG | Ishares Core Msci Emerging | +0.2% | +95.04% | 加碼 |
| 11 | GLD | Spdr Gold Shares | +0.2% | +8.62% | 加碼 |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +67.68% | 加碼 |
| 13 | GD | General Dynamics CORP | +0.2% | +0.52% | 加碼 |
| 14 | NRG | Nrg Energy Inc | +0.2% | -1.22% | 加碼 |
| 15 | EMR | Emerson Electric Co | +0.1% | +0.60% | 加碼 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -4.42% | 不變 |
| 17 | GEV | GE Vernova Inc | +0.1% | +182.50% | 加碼 |
| 18 | MCHP | Microchip Technology Inc | +0.1% | +0.85% | 減碼 |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +65.93% | 加碼 |
| 20 | COR | Cencora Inc | +0.1% | +133.84% | 加碼 |
| 21 | ORCL | Oracle CORP | +0.1% | +3.48% | 加碼 |
| 22 | APH | Amphenol Corp-cl A | +0.1% | +15.93% | 加碼 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +6.16% | 加碼 |
| 24 | DIS | Walt Disney Co/the | +0.1% | +3.91% | 加碼 |
| 25 | WRB | Wr Berkley CORP | +0.1% | +132.32% | 加碼 |
| 26 | JNJ | Johnson & Johnson | +0.1% | +2.13% | 加碼 |
| 27 | WMT | Walmart Inc | +0.1% | +1.98% | 加碼 |
| 28 | TSLA | Tesla Inc | +0.1% | -9.70% | 加碼 |
| 29 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.73% | 加碼 |
| 30 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +1.84% | 加碼 |
| 31 | MELI | Mercadolibre Inc | +0.1% | +1.21% | 加碼 |
| 32 | GS | Goldman Sachs Group Inc | +0.1% | +9.26% | 加碼 |
| 33 | TPR | Tapestry Inc | +0.1% | -0.83% | 減碼 |
| 34 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | -4.90% | 減碼 |
| 35 | GE | General Electric | 0% | -0.73% | 減碼 |
| 36 | RCL | Royal Caribbean Cruises Ltd. | 0% | -1.35% | 減碼 |
| 37 | GOOG | Alphabet Inc-cl C | 0% | -13.43% | 減碼 |
| 38 | QS | Quantumscape CORP | 0% | +6.68% | 加碼 |
| 39 | MTBA | Simplify Mbs ETF | 0% | +108.04% | 加碼 |
| 40 | PAVE | Global X US Infrastructure | 0% | -4.58% | 減碼 |
| 41 | HWM | Howmet Aerospace Inc | 0% | -0.06% | 減碼 |
| 42 | RTX | Rtx CORP | 0% | +5.41% | 加碼 |
| 43 | SCHD | Schwab US Dvd Equity ETF | 0% | — | 加碼 |
| 44 | CDE | Coeur Mining Inc | 0% | -22.94% | 減碼 |
| 45 | LLY | Eli Lilly & Co | 0% | +20.96% | 加碼 |
| 46 | PM | Philip Morris International | 0% | +11.79% | 加碼 |
| 47 | AMZN | Amazon.com Inc | 0% | -1.78% | 加碼 |
| 48 | IFRA | Ishares US Infrastructure | 0% | +2.31% | 加碼 |
| 49 | NFLX | Netflix Inc | 0% | -12.68% | 減碼 |
| 50 | MA | Mastercard Inc - A | 0% | +7.10% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Strategy Asset Managers LLC 在 Q3 2025 季度的美股持倉總市值約為 US$6.5億，共申報了 250 個公開持股部位。
在 Q3 2025 季度，Strategy Asset Managers LLC 按市值排列的前三大核心持股分別為：AVGO (5.6%)、MSFT (4.8%)、JPM (3.8%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.6% 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
NLR
市值: US$317.9萬
本季最大獲利了結 / 清倉標的
ELV
前期市值: US$254.8萬
在 Q3 2025 季度中，Strategy Asset Managers LLC 共進行了 197 項持倉異動，包含新建倉 43 個部位、加碼 59 個部位、減碼 61 個部位以及清倉 34 個部位。 其中最大新建倉標的為 NLR。 本季清倉部位包含 ELV。
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。