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: 0001475365
申報總市值
US$1750.6億
US$1750.6億
1049 檔
23.2%
根據最新整理的 13F 季度數據集，Sumitomo Mitsui Trust Group, Inc. 於 Q4 2025 結束時的管理資產規模為 US$1750.6億。該機構在本季度申報了 1049 檔美股持倉，呈現出該時期的主要投資地圖。
Sumitomo Mitsui Trust Group, Inc. 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 157 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, MSFT）占據了總市值的 23.2%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1049 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 | NVDA | Nvidia CORP | 股票-科技 | 6.93% | -0.15% | -3.00% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.62% | +0.04% | -3.64% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.29% | -0.51% | -2.60% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.51% | +0.08% | -2.35% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.55% | +0.31% | -3.33% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.35% | +0.19% | -4.32% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.32% | +0.10% | -3.31% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.06% | -0.22% | -9.14% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 2.04% | -0.01% | -7.02% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.06% | -4.91% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.17% | +0.24% | -5.25% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | -0.07% | +0.52% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.92% | -0.21% | -0.49% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | — | -3.98% | |
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.78% | -0.21% | -8.72% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.72% | -0.07% | -3.33% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | -0.08% | -3.77% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 0.70% | -0.21% | -5.49% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.32% | -5.03% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 0.68% | +0.93% | -7.95% | |
| 21 | NFLX | Netflix Inc | 股票-通訊服務 | 0.67% | -0.26% | +891.28% | |
| 22 | MU | Micron Technology Inc | 股票-科技 | 0.58% | +1.26% | -9.26% | |
| 23 | IAUM | Ishares Gold Trust Micro | ETF-避險與商品 | 0.55% | -0.16% | +20.95% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.55% | +0.02% | -3.60% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | -0.10% | -1.98% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | +0.01% | -6.33% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.52% | +0.14% | -0.51% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | -0.03% | -3.85% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | -0.06% | -3.84% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.49% | +0.01% | -5.37% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | +0.12% | -2.55% | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.47% | -0.05% | -1.88% | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 0.46% | +0.20% | -8.51% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.04% | -19.60% | |
| 35 | GE | General Electric | 股票-工業 | 0.43% | +0.06% | -5.02% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.43% | -0.04% | -5.35% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | +0.01% | -4.56% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.41% | -0.18% | -5.40% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.41% | -0.04% | -3.74% | |
| 40 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.41% | +0.07% | -13.47% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.41% | -0.04% | -3.56% | |
| 42 | APH | Amphenol Corp-cl A | 股票-科技 | 0.40% | +0.08% | -5.35% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.39% | -0.10% | -8.63% | |
| 44 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.37% | -0.03% | -3.10% | |
| 45 | LIN | Linde plc | 股票-原物料 | 0.37% | -0.03% | -1.99% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.36% | -0.09% | -4.13% | |
| 47 | WELL | Welltower Inc | 股票-房地產 | 0.35% | — | +0.51% | |
| 48 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.33% | -0.05% | -15.39% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.33% | +0.06% | -2.24% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.33% | -0.01% | -4.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -3.33% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | -3.31% | 減碼 |
| 3 | LLY | Eli Lilly & Co | +0.3% | -5.25% | 減碼 |
| 4 | AAPL | Apple Inc | +0.3% | -3.64% | 減碼 |
| 5 | MU | Micron Technology Inc | +0.2% | -9.26% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | -2.35% | 減碼 |
| 7 | IAUM | Ishares Gold Trust Micro | +0.2% | +20.95% | 加碼 |
| 8 | AMD | Advanced Micro Devices | +0.1% | -7.95% | 減碼 |
| 9 | GLDM | Spdr Gold Minishares Trust | +0.1% | -0.49% | 減碼 |
| 10 | ISRG | Intuitive Surgical Inc | +0.1% | -1.88% | 減碼 |
| 11 | LRCX | Lam Research CORP | +0.1% | -0.45% | 減碼 |
| 12 | MRK | Merck & Co. Inc. | +0.1% | -5.35% | 減碼 |
| 13 | IQV | Iqvia Holdings Inc | +0.1% | +41.59% | 加碼 |
| 14 | AMAT | Applied Materials Inc | +0.1% | -3.05% | 減碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -3.77% | 減碼 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | -3.10% | 減碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | -2.55% | 減碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | -8.51% | 減碼 |
| 19 | FIX | Comfort Systems USA Inc | 0% | +24703.32% | 加碼 |
| 20 | TME | Tencent Music Entertainm-adr | 0% | +312.30% | 加碼 |
| 21 | CIEN | Ciena CORP | 0% | +1278.96% | 加碼 |
| 22 | INTC | Intel CORP | 0% | +6.97% | 加碼 |
| 23 | AMGN | Amgen Inc | 0% | -2.64% | 減碼 |
| 24 | TER | Teradyne Inc | 0% | -19.56% | 減碼 |
| 25 | C | Citigroup Inc | 0% | -3.96% | 減碼 |
| 26 | WFC | Wells Fargo & Co | 0% | -3.56% | 減碼 |
| 27 | WDC | Western Digital CORP | 0% | +9.83% | 加碼 |
| 28 | DHR | Danaher CORP | 0% | -2.52% | 減碼 |
| 29 | CRWV | Coreweave Inc-cl A | 0% | +387.13% | 加碼 |
| 30 | PLMR | Palomar Holdings Inc | 0% | +72.12% | 加碼 |
| 31 | SBRA | Sabra Health Care Reit Inc | 0% | +1019.82% | 加碼 |
| 32 | REGN | Regeneron Pharmaceuticals | 0% | -7.24% | 減碼 |
| 33 | BIDU | Baidu Inc - Spon Adr | 0% | +112.58% | 加碼 |
| 34 | BZ | Kanzhun LTD - Adr | 0% | +271.13% | 加碼 |
| 35 | FLEX | Flex Ltd. | 0% | +659.96% | 加碼 |
| 36 | CRDO | Credo Technology Group Holding Ltd | 0% | +3194.64% | 加碼 |
| 37 | ALAB | Astera Labs Inc | 0% | +1932.46% | 加碼 |
| 38 | FDX | Fedex CORP | 0% | +9.81% | 加碼 |
| 39 | ILMN | Illumina Inc | 0% | -2.73% | 減碼 |
| 40 | GM | General Motors Co | 0% | -4.15% | 減碼 |
| 41 | ZBRA | Zebra Technologies Corp-cl A | 0% | +57.73% | 加碼 |
| 42 | GS | Goldman Sachs Group Inc | 0% | -5.37% | 減碼 |
| 43 | COF | Capital One Financial CORP | 0% | -3.58% | 減碼 |
| 44 | IVV | Ishares Core S&p 500 ETF | 0% | +15.79% | 加碼 |
| 45 | ADI | Analog Devices Inc | 0% | -2.58% | 減碼 |
| 46 | GILD | Gilead Sciences Inc | 0% | -1.81% | 減碼 |
| 47 | WELL | Welltower Inc | 0% | +0.51% | 加碼 |
| 48 | WMT | Walmart Inc | 0% | -5.49% | 減碼 |
| 49 | BMY | Bristol-myers Squibb Co | 0% | -1.04% | 減碼 |
| 50 | WBD | Warner Bros Discovery Inc | 0% | -3.32% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sumitomo Mitsui Trust Group, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$1750.6億，共申報了 1049 個公開持股部位。
在 Q4 2025 季度，Sumitomo Mitsui Trust Group, Inc. 按市值排列的前三大核心持股分別為：NVDA (6.9%)、AAPL (5.6%)、MSFT (5.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.9% 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
INSM
市值: US$7578.4萬
本季最大獲利了結 / 清倉標的
KEL
前期市值: US$6328.8萬
在 Q4 2025 季度中，Sumitomo Mitsui Trust Group, Inc. 共進行了 200 項持倉異動，包含新建倉 7 個部位、加碼 36 個部位、減碼 153 個部位以及清倉 4 個部位。 其中最大新建倉標的為 INSM。 本季清倉部位包含 KEL。
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。