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
983 檔
9.5%
Q3 2025 季度申報顯示，Summit Securities Group LLC 揭露的美股組合總市值為 US$10.5億，涵蓋 983 個不同之權益投資部位。
觀察 Q3 2025 的申報異動，Summit Securities Group LLC 採取了強勁的買進策略，建倉與加碼動作（合計 32 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，Summit Securities Group LLC 的前 5 大持股（包含 AAPL, QQQ, DIS）貢獻了組合市值的 9.5%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 983 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 | AAPL | Apple Inc | 股票-科技 | 6.14% | -0.17% | +16.77% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.39% | +1.87% | -19.38% | |
| 3 | DIS | The Walt Disney Company | 股票-通訊服務 | 3.16% | — | +133300.00% | |
| 4 | TECK | Teck Resources Limited | 股票-原物料 | 3.09% | — | — | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.74% | +3.32% | — | |
| 6 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.93% | -0.19% | EXIT | |
| 7 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 1.77% | +0.33% | NEW | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.49% | +0.18% | NEW | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.41% | -1.01% | — | |
| 10 | ✓ | Brighthouse Finl Inc | 股票-其他 | 1.36% | — | — | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.28% | +0.21% | +481.72% | |
| 12 | NET | Cloudflare, Inc. | 股票-科技 | 1.25% | — | +274.67% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.24% | — | +481.21% | |
| 14 | NET | Cloudflare, Inc. | 股票-科技 | 1.14% | — | -63.79% | |
| 15 | MRVL | Marvell Technology, Inc. | 股票-科技 | 1.08% | — | -7.46% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.07% | -0.77% | — | |
| 17 | DIS | The Walt Disney Company | 股票-通訊服務 | 1.06% | — | — | |
| 18 | ✓ | Kellanova | 股票-其他 | 1.05% | — | +1007.14% | |
| 19 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 股票-科技 | 1.04% | — | +20.00% | |
| 20 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.95% | -0.01% | EXIT | |
| 21 | SNY | Sanofi-adr | 股票-醫療保健 | 0.94% | — | NEW | |
| 22 | APP | AppLovin Corporation | 股票-科技 | 0.94% | — | — | |
| 23 | ✓ | Warner Bros Discovery Inc | 股票-其他 | 0.93% | — | — | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | +4.39% | — | |
| 25 | MPC | Marathon Petroleum Corporation | 股票-能源 | 0.87% | — | — | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.84% | — | — | |
| 27 | ✓ | Hologic Inc | 股票-其他 | 0.84% | — | +50.13% | |
| 28 | ✓ | Nuscale Pwr CORP | 股票-其他 | 0.74% | — | — | |
| 29 | MCD | McDonald's Corporation | 股票-循環性消費 | 0.73% | — | -79.76% | |
| 30 | RELX | Relx PLC - Spon Adr | 股票-工業 | 0.72% | — | +80.71% | |
| 31 | ✓ | Gamestop CORP New $30 Exp 01/15/27 | 股票-其他 | 0.70% | — | — | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.70% | — | +66.82% | |
| 33 | CRWV | CoreWeave, Inc. | 股票-科技 | 0.70% | — | -11.74% | |
| 34 | TS | Tenaris Sa-adr | 股票-其他 | 0.64% | — | NEW | |
| 35 | ✓ | Tko Group Holdings Inc | 股票-其他 | 0.63% | — | — | |
| 36 | ✓ | Mattel Inc | 股票-其他 | 0.63% | — | +500.00% | |
| 37 | EQNR | Equinor Asa-spon Adr | 股票-能源 | 0.62% | — | +117.31% | |
| 38 | CRWV | Coreweave Inc-cl A | 股票-科技 | 0.60% | — | +243.55% | |
| 39 | BP | Bp Plc-spons Adr | 股票-能源 | 0.60% | +0.01% | -64.23% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.59% | +2.84% | NEW | |
| 41 | AEG | Aegon Ltd-ny Reg Shr | 股票-其他 | 0.57% | — | — | |
| 42 | APO | Apollo Global Management, Inc. | 股票-金融 | 0.55% | — | — | |
| 43 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.54% | -0.07% | +325.86% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.54% | — | +240.95% | |
| 45 | C | Citigroup Inc | 股票-金融 | 0.52% | +0.03% | +1870.88% | |
| 46 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 0.51% | — | -26.70% | |
| 47 | ✓ | Invesco QQQ Tr Put Option 06/2 | 股票-其他 | 0.50% | — | — | |
| 48 | F | Ford Motor Company | 股票-循環性消費 | 0.49% | — | — | |
| 49 | ✓ | Keurig Dr Pepper Inc | 股票-其他 | 0.49% | — | — | |
| 50 | DLTR | Dollar Tree, Inc. | 股票-非循環性消費 | 0.49% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +3.7% | -19.38% | 加碼 |
| 2 | AAPL | Apple Inc | +3.2% | +16.77% | 加碼 |
| 3 | DEO | Diageo Plc-sponsored Adr | +0.9% | +71.23% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.9% | — | 加碼 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +481.21% | 加碼 |
| 6 | RELX | Relx PLC - Spon Adr | +0.7% | +80.71% | 加碼 |
| 7 | CME | Cme Group Inc | -0.9% | +277.69% | 減碼 |
| 8 | ✓ | Siriusxm Holdings Inc | -1% | — | 減碼 |
| 9 | MO | Altria Group Inc | -1.3% | -81.05% | 減碼 |
| 10 | MCHX | Marchex, Inc. | -3.5% | — | 不變 |
| 11 | SPY | State Street SPDR S&P 500 ETF Trust | — | EXIT | 清倉 |
| 12 | DIS | The Walt Disney Company | — | NEW | 新建倉 |
| 13 | TECK | Teck Resources Limited | — | NEW | 新建倉 |
| 14 | AMZN | Amazon.com Inc | — | NEW | 新建倉 |
| 15 | USO | United States Oil Fund, LP | — | EXIT | 清倉 |
| 16 | KRE | Ss Spdr S&p Regional Bank | — | NEW | 新建倉 |
| 17 | XOP | Ss Spdr S&p Og Exp & Prod | — | NEW | 新建倉 |
| 18 | ✓ | Juniper Networks Inc | — | EXIT | 清倉 |
| 19 | ✓ | Beacon Roofing Supply Inc | — | EXIT | 清倉 |
| 20 | XLC | Ss Comm Select Sector Spdr | — | NEW | 新建倉 |
| 21 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 22 | ✓ | Brighthouse Finl Inc | — | NEW | 新建倉 |
| 23 | UNH | Unitedhealth Group Inc | — | NEW | 新建倉 |
| 24 | NET | Cloudflare, Inc. | — | NEW | 新建倉 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 清倉 |
| 26 | TSLA | Tesla, Inc. | — | EXIT | 清倉 |
| 27 | NET | Cloudflare, Inc. | — | NEW | 新建倉 |
| 28 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 29 | DIS | The Walt Disney Company | — | NEW | 新建倉 |
| 30 | ✓ | Kellanova | — | NEW | 新建倉 |
| 31 | QCOM | QUALCOMM Incorporated | — | EXIT | 清倉 |
| 32 | APP | AppLovin Corporation | — | NEW | 新建倉 |
| 33 | ✓ | Warner Bros Discovery Inc | — | NEW | 新建倉 |
| 34 | KR | The Kroger Co. | — | EXIT | 清倉 |
| 35 | MPC | Marathon Petroleum Corporation | — | NEW | 新建倉 |
| 36 | EEM | Ishares Msci Emerging Market | — | NEW | 新建倉 |
| 37 | ✓ | Hologic Inc | — | NEW | 新建倉 |
| 38 | MT | Arcelormittal-ny Registered | — | EXIT | 清倉 |
| 39 | ✓ | Beacon Roofing Supply Inc | — | EXIT | 清倉 |
| 40 | ✓ | Intra-cellular Therapies Inc | — | EXIT | 清倉 |
| 41 | MCD | McDonald's Corporation | — | NEW | 新建倉 |
| 42 | ✓ | Gamestop CORP New $30 Exp 01/15/27 | — | NEW | 新建倉 |
| 43 | DIS | Walt Disney Co/the | — | NEW | 新建倉 |
| 44 | CRWV | CoreWeave, Inc. | — | NEW | 新建倉 |
| 45 | CVS | CVS Health Corporation | — | EXIT | 清倉 |
| 46 | ✓ | United States Stl CORP New | — | EXIT | 清倉 |
| 47 | TS | Tenaris Sa-adr | — | NEW | 新建倉 |
| 48 | ✓ | Mattel Inc | — | NEW | 新建倉 |
| 49 | XLI | Ss Industrial Select Sector | — | EXIT | 清倉 |
| 50 | AEG | Aegon Ltd-ny Reg Shr | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Summit Securities Group LLC 在 Q3 2025 季度的美股持倉總市值約為 US$10.5億，共申報了 983 個公開持股部位。
在 Q3 2025 季度，Summit Securities Group LLC 按市值排列的前三大核心持股分別為：AAPL (6.1%)、QQQ (5.4%)、DIS (3.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.1% 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
DIS
市值: US$1527.4萬
本季最大獲利了結 / 清倉標的
SPY
前期市值: US$3.3億
在 Q3 2025 季度中，Summit Securities Group LLC 共進行了 49 項持倉異動，包含新建倉 26 個部位、加碼 6 個部位、減碼 3 個部位以及清倉 14 個部位。 其中最大新建倉標的為 DIS。 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。