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: 0001411530
申報總市值
US$144.9億
US$144.9億
759 檔
15.8%
截至 Q2 2025 季度末，Sumitomo Mitsui DS Asset Management Company, Ltd 的美股持倉估值約為 US$144.9億，全數申報部位共有 759 檔。
觀察 Q2 2025 的申報異動，Sumitomo Mitsui DS Asset Management Company, Ltd 採取了強勁的買進策略，建倉與加碼動作（合計 41 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Sumitomo Mitsui DS Asset Management Company, Ltd 的前 5 大持股（包含 MSFT, NVDA, AAPL）貢獻了組合市值的 15.8%，形成該機構在 Q2 2025 季度的基本面基石。
僅顯示前 200 大持股（共 759 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 | MSFT | Microsoft CORP | 股票-科技 | 5.72% | -0.50% | +4.29% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.59% | -0.20% | +3.26% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.13% | -0.06% | +4.17% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.99% | +0.15% | +5.44% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.21% | -0.28% | +3.90% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.88% | -0.08% | +3.92% | |
| 7 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.82% | +0.02% | +6.11% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.81% | +0.12% | +4.88% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.62% | -0.04% | +4.36% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.49% | +0.77% | +1.42% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 1.30% | -0.08% | -1.05% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.16% | +0.03% | +2.96% | |
| 13 | TSLA | Tesla Inc | 股票-循環性消費 | 1.08% | -0.03% | +4.31% | |
| 14 | CAT | Caterpillar Inc | 股票-工業 | 1.07% | +0.49% | +5.44% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.03% | +0.25% | +5.70% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.00% | -0.06% | +4.61% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.99% | -0.01% | — | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 0.97% | -0.01% | +6.04% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.96% | -0.14% | +93.25% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.96% | -0.27% | +5.14% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.92% | +0.13% | +4.93% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 0.91% | -0.18% | +6.34% | |
| 23 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.91% | -0.04% | +9.48% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.89% | -0.02% | — | |
| 25 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.88% | -0.05% | -0.00% | |
| 26 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.86% | -0.07% | +5.94% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | -0.07% | +6.01% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | -0.10% | +4.90% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 0.79% | -0.12% | +6.10% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.79% | -0.37% | +3.01% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | -0.13% | +5.14% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.74% | -0.19% | +5.64% | |
| 33 | URTH | Ishares Msci World ETF | ETF-其他 | 0.72% | +0.15% | -24.05% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.36% | +2.76% | |
| 35 | NFLX | Netflix Inc | 股票-通訊服務 | 0.68% | -0.17% | +3.67% | |
| 36 | HON | Honeywell International Inc | 股票-工業 | 0.68% | -0.60% | EXIT | |
| 37 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.66% | -0.04% | +6.06% | |
| 38 | BA | Boeing Co/the | 股票-工業 | 0.63% | -0.04% | +6.26% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | — | +5.34% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.03% | +2.52% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.56% | -0.06% | +3.83% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.55% | +0.47% | +34.94% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | -0.06% | +4.96% | |
| 44 | PM | Philip Morris International | 股票-非循環性消費 | 0.54% | -0.02% | +18.16% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | -0.09% | +3.94% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.50% | -0.01% | +5.38% | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.48% | +0.24% | +3.04% | |
| 48 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.47% | — | +2.97% | |
| 49 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.43% | +0.07% | -26.03% | |
| 50 | MMM | 3m Co | 股票-工業 | 0.42% | -0.02% | +5.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +3.26% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1% | +4.29% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.6% | +4.88% | 加碼 |
| 4 | BNDX | Vanguard Total Intl Bond ETF | +0.4% | +93.25% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +3.90% | 加碼 |
| 6 | GS | Goldman Sachs Group Inc | +0.3% | +6.11% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.2% | +5.44% | 加碼 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.2% | +24.16% | 加碼 |
| 9 | NFLX | Netflix Inc | +0.2% | +3.67% | 加碼 |
| 10 | ORCL | Oracle CORP | +0.2% | +2.52% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +3.92% | 加碼 |
| 12 | SPOT | Spotify Technology S.A. | +0.1% | +104.64% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.1% | +4.31% | 加碼 |
| 14 | CAT | Caterpillar Inc | +0.1% | +5.44% | 加碼 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +6.04% | 加碼 |
| 16 | AXP | American Express Co | +0.1% | +4.61% | 加碼 |
| 17 | BND | Vanguard Total Bond Market | +0.1% | +34.94% | 加碼 |
| 18 | PM | Philip Morris International | +0.1% | +18.16% | 加碼 |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +63.92% | 加碼 |
| 20 | BA | Boeing Co/the | +0.1% | +6.26% | 加碼 |
| 21 | DIS | Walt Disney Co/the | +0.1% | +4.96% | 加碼 |
| 22 | AMD | Advanced Micro Devices | +0.1% | +4.34% | 加碼 |
| 23 | COF | Capital One Financial CORP | +0.1% | +80.66% | 加碼 |
| 24 | GEV | GE Vernova Inc | +0.1% | +15.57% | 加碼 |
| 25 | APH | Amphenol Corp-cl A | +0.1% | +1.21% | 加碼 |
| 26 | NOW | Servicenow Inc | +0.1% | +1.45% | 加碼 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.46% | 加碼 |
| 28 | INTU | Intuit Inc | +0.1% | +2.45% | 加碼 |
| 29 | GE | General Electric | +0.1% | +2.62% | 加碼 |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +2.96% | 加碼 |
| 31 | VUG | Vanguard Growth ETF | 0% | — | 不變 |
| 32 | BAC | Bank Of America CORP | 0% | +5.34% | 加碼 |
| 33 | BKNG | Booking Holdings Inc | 0% | +1.44% | 加碼 |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | +1.42% | 加碼 |
| 35 | GLDM | Spdr Gold Minishares Trust | 0% | +9.48% | 加碼 |
| 36 | WMT | Walmart Inc | 0% | +5.64% | 加碼 |
| 37 | HON | Honeywell International Inc | 0% | +6.18% | 加碼 |
| 38 | VGK | Vanguard Ftse Europe ETF | 0% | -0.00% | 減碼 |
| 39 | CRM | Salesforce Inc | 0% | +6.34% | 加碼 |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.1% | -10.87% | 減碼 |
| 41 | BAH | Booz Allen Hamilton Holdings | -0.1% | -89.56% | 減碼 |
| 42 | V | Visa Inc-class A Shares | -0.1% | +4.36% | 加碼 |
| 43 | JNK | Ss Spdr Bb High Yield Bond | -0.2% | -20.81% | 減碼 |
| 44 | PEP | Pepsico Inc | -0.2% | -27.52% | 減碼 |
| 45 | RAYJ | Rayliant Smdam Japan Eqt ETF | -0.2% | -98.00% | 減碼 |
| 46 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.2% | -26.03% | 減碼 |
| 47 | CVX | Chevron CORP | -0.2% | +3.01% | 加碼 |
| 48 | URTH | Ishares Msci World ETF | -0.3% | -24.05% | 減碼 |
| 49 | AAPL | Apple Inc | -0.7% | +4.17% | 加碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.8% | +5.70% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Sumitomo Mitsui DS Asset Management Company, Ltd 在 Q2 2025 季度的美股持倉總市值約為 US$144.9億，共申報了 759 個公開持股部位。
在 Q2 2025 季度，Sumitomo Mitsui DS Asset Management Company, Ltd 按市值排列的前三大核心持股分別為：MSFT (5.7%)、NVDA (5.6%)、AAPL (4.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.7% 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。
本季最大獲利了結 / 清倉標的
URTH
前期市值: US$9552.4萬
在 Q2 2025 季度中，Sumitomo Mitsui DS Asset Management Company, Ltd 共進行了 49 項持倉異動，包含新建倉 0 個部位、加碼 41 個部位、減碼 8 個部位以及清倉 0 個部位。
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。