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: 0001531593
申報總市值
US$10.5億
US$10.5億
1049 檔
12.5%
Summit Securities Group LLC 在 Q2 2025 季度的美股部位總計估值為 US$10.5億，分散於 1049 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q2 2025 的資金脈絡，Summit Securities Group LLC 在獲利結算 13 檔個股的同時，將資本重新部署至 18 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 AZEK, QQQ, MCD）累計市值佔比達 12.5%，是驅動 Summit Securities Group 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 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 | AZEK | Azek Co Inc/the | 股票-其他 | 7.36% | — | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.72% | +1.87% | +139.08% | |
| 3 | MCD | McDonald's Corporation | 股票-循環性消費 | 4.18% | — | — | |
| 4 | MCHX | Marchex, Inc. | 股票-其他 | 3.95% | — | — | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.95% | -0.17% | +16.41% | |
| 6 | MCD | McDonald's Corporation | 股票-循環性消費 | 3.25% | — | — | |
| 7 | CRWV | CoreWeave, Inc. | 股票-科技 | 2.92% | — | — | |
| 8 | NET | Cloudflare, Inc. | 股票-科技 | 2.66% | — | — | |
| 9 | ✓ | Amedisys Inc | 股票-其他 | 1.89% | — | — | |
| 10 | ✓ | Juniper Networks Inc | 股票-其他 | 1.79% | — | +0.39% | |
| 11 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 1.51% | — | +347.06% | |
| 12 | ✓ | Springworks Therapeutics Inc | 股票-其他 | 1.42% | — | +1469.00% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 1.37% | +0.01% | — | |
| 14 | BP | Bp Plc-spons Adr | 股票-能源 | 1.35% | +0.01% | +2198.84% | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.30% | -0.02% | EXIT | |
| 16 | KR | The Kroger Co. | 股票-非循環性消費 | 1.24% | — | +38.46% | |
| 17 | MO | Altria Group Inc | 股票-非循環性消費 | 1.13% | +0.02% | -38.02% | |
| 18 | MRVL | Marvell Technology, Inc. | 股票-科技 | 1.00% | — | — | |
| 19 | ✓ | Walgreens Boots Alliance Inc | 股票-其他 | 0.96% | — | +340.32% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.94% | — | — | |
| 21 | CRWV | CoreWeave, Inc. | 股票-科技 | 0.88% | — | — | |
| 22 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 0.82% | +0.02% | NEW | |
| 23 | ✓ | Nuscale Pwr CORP | 股票-其他 | 0.76% | — | — | |
| 24 | RKT | Rocket Cos Inc-class A | 股票-金融 | 0.75% | — | +27551.30% | |
| 25 | ✓ | Siriusxm Holdings Inc | 股票-其他 | 0.75% | — | -37.00% | |
| 26 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 0.70% | — | -19.41% | |
| 27 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.66% | -0.19% | EXIT | |
| 28 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 股票-科技 | 0.65% | — | -57.14% | |
| 29 | ✓ | Church & Dwight Co Inc | 股票-其他 | 0.65% | — | — | |
| 30 | ✓ | Walgreens Boots Alliance Inc | 股票-其他 | 0.62% | — | +1760.67% | |
| 31 | GMAB | Genmab A/s -sp Adr | 股票-其他 | 0.61% | — | — | |
| 32 | ✓ | Paramount Global | 股票-其他 | 0.61% | — | +2955.00% | |
| 33 | TPR | Tapestry Inc | 股票-循環性消費 | 0.55% | — | +226.40% | |
| 34 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.55% | -0.01% | EXIT | |
| 35 | APO | Apollo Global Management, Inc. | 股票-金融 | 0.55% | — | — | |
| 36 | ✓ | Tko Group Holdings Inc | 股票-其他 | 0.53% | — | -56.14% | |
| 37 | ✓ | Invesco Currencyshares Euro | 股票-其他 | 0.52% | — | +150.00% | |
| 38 | ✓ | Hologic Inc | 股票-其他 | 0.50% | — | — | |
| 39 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.49% | — | — | |
| 40 | UBER | Uber Technologies, Inc. | 股票-工業 | 0.49% | — | +37.00% | |
| 41 | DLTR | Dollar Tree, Inc. | 股票-非循環性消費 | 0.48% | — | -16.67% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.47% | +2.84% | NEW | |
| 43 | ET | Energy Transfer LP | 股票-能源 | 0.46% | +0.60% | +12.24% | |
| 44 | XPEV | Xpeng Inc - Adr | 股票-其他 | 0.46% | +0.01% | NEW | |
| 45 | BITO | Proshares Bitcoin Etf-usd | ETF-加密貨幣 | 0.44% | -0.01% | +74.76% | |
| 46 | PHG | Koninklijke Philips Nvr- Ny | 股票-醫療保健 | 0.44% | — | +108.21% | |
| 47 | TS | Tenaris Sa-adr | 股票-其他 | 0.44% | — | NEW | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.43% | — | — | |
| 49 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.42% | — | +331.81% | |
| 50 | RELX | Relx PLC - Spon Adr | 股票-工業 | 0.42% | — | +952.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AZEK | Azek Co Inc/the | +7.4% | NEW | 新建倉 |
| 2 | MCD | McDonald's Corporation | +4.2% | NEW | 新建倉 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +4.1% | +139.08% | 加碼 |
| 4 | MCD | McDonald's Corporation | +3.3% | NEW | 新建倉 |
| 5 | CRWV | CoreWeave, Inc. | +2.9% | NEW | 新建倉 |
| 6 | NET | Cloudflare, Inc. | +2.7% | NEW | 新建倉 |
| 7 | ✓ | Amedisys Inc | +1.9% | NEW | 新建倉 |
| 8 | AMD | Advanced Micro Devices | +1.4% | NEW | 新建倉 |
| 9 | ✓ | Springworks Therapeutics Inc | +1.4% | +1469.00% | 加碼 |
| 10 | NVO | Novo-nordisk A/s-spons Adr | +1.3% | NEW | 新建倉 |
| 11 | BP | Bp Plc-spons Adr | +1.3% | +2198.84% | 加碼 |
| 12 | ERIC | Ericsson (lm) Tel-sp Adr | +1.3% | +347.06% | 加碼 |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.9% | NEW | 新建倉 |
| 14 | CRWV | CoreWeave, Inc. | +0.9% | NEW | 新建倉 |
| 15 | BUD | Anheuser-busch Inbev-spn Adr | +0.8% | NEW | 新建倉 |
| 16 | ✓ | Walgreens Boots Alliance Inc | +0.8% | +340.32% | 加碼 |
| 17 | RKT | Rocket Cos Inc-class A | +0.8% | +27551.30% | 加碼 |
| 18 | KRE | Ss Spdr S&p Regional Bank | +0.7% | NEW | 新建倉 |
| 19 | ✓ | Church & Dwight Co Inc | +0.7% | NEW | 新建倉 |
| 20 | GMAB | Genmab A/s -sp Adr | +0.6% | NEW | 新建倉 |
| 21 | ✓ | Paramount Global | +0.6% | +2955.00% | 加碼 |
| 22 | ✓ | Walgreens Boots Alliance Inc | +0.6% | +1760.67% | 加碼 |
| 23 | ✓ | Nuscale Pwr CORP | +0.5% | — | 不變 |
| 24 | DEO | Diageo Plc-sponsored Adr | +0.5% | +1609.46% | 加碼 |
| 25 | ✓ | Hologic Inc | +0.5% | NEW | 新建倉 |
| 26 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.5% | NEW | 新建倉 |
| 27 | XPEV | Xpeng Inc - Adr | +0.5% | NEW | 新建倉 |
| 28 | TS | Tenaris Sa-adr | +0.4% | NEW | 新建倉 |
| 29 | TSM | Taiwan Semiconductor Manufacturing Company Limited | -0.3% | -57.14% | 減碼 |
| 30 | ✓ | Tko Group Holdings Inc | -0.3% | -56.14% | 減碼 |
| 31 | TSM | Taiwan Semiconductor-sp Adr | -0.4% | -81.12% | 減碼 |
| 32 | ✓ | Juniper Networks Inc | -0.4% | -90.29% | 減碼 |
| 33 | MO | Altria Group Inc | -0.4% | -38.02% | 減碼 |
| 34 | ✓ | Transunion | -0.4% | EXIT | 清倉 |
| 35 | IBM | International Business Machines Corporation | -0.4% | EXIT | 清倉 |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | -0.4% | -58.70% | 減碼 |
| 37 | MT | Arcelormittal-ny Registered | -0.4% | -76.15% | 減碼 |
| 38 | DLTR | Dollar Tree, Inc. | -0.4% | EXIT | 清倉 |
| 39 | SAN | Banco Santander Sa-spon Adr | -0.4% | EXIT | 清倉 |
| 40 | ✓ | United States Stl CORP New | -0.5% | EXIT | 清倉 |
| 41 | CVS | CVS Health Corporation | -0.5% | EXIT | 清倉 |
| 42 | ✓ | Intra-cellular Therapies Inc | -0.6% | EXIT | 清倉 |
| 43 | ✓ | Beacon Roofing Supply Inc | -0.6% | EXIT | 清倉 |
| 44 | QCOM | QUALCOMM Incorporated | -0.8% | EXIT | 清倉 |
| 45 | TSLA | Tesla, Inc. | -0.9% | -95.56% | 減碼 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.9% | EXIT | 清倉 |
| 47 | CME | Cme Group Inc | -1% | -98.97% | 減碼 |
| 48 | ✓ | Beacon Roofing Supply Inc | -1.2% | EXIT | 清倉 |
| 49 | USO | United States Oil Fund, LP | -2% | EXIT | 清倉 |
| 50 | SPY | State Street SPDR S&P 500 ETF Trust | -51.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Summit Securities Group LLC 在 Q2 2025 季度的美股持倉總市值約為 US$10.5億，共申報了 1049 個公開持股部位。
在 Q2 2025 季度，Summit Securities Group LLC 按市值排列的前三大核心持股分別為：AZEK (7.4%)、QQQ (5.7%)、MCD (4.2%)。其中最大持股部位 AZEK 佔據整體投資組合約 7.4% 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
AZEK
市值: US$3826.1萬
本季最大獲利了結 / 清倉標的
SPY
前期市值: US$3.3億
在 Q2 2025 季度中，Summit Securities Group LLC 共進行了 49 項持倉異動，包含新建倉 18 個部位、加碼 9 個部位、減碼 9 個部位以及清倉 13 個部位。 其中最大新建倉標的為 AZEK。 本季清倉部位包含 SPY。
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。