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: 0001315059
申報總市值
US$8.0億
US$8.0億
90 檔
43.2%
Q3 2025 季度申報顯示，Suncoast Equity Management 揭露的美股組合總市值為 US$8.0億，涵蓋 90 個不同之權益投資部位。
在 Q3 2025，Suncoast Equity Management 操作展現出積極擴展與加碼意向。本季共新建倉 9 個新部位，並對 19 個既有持股進行加碼（合計增持 28 檔），相較減碼與清倉部位顯著佔優。
整體而言，Suncoast Equity Management 的前 5 大持股（包含 MSFT, NVDA, BKNG）貢獻了組合市值的 43.2%，形成該機構在 Q3 2025 季度的基本面基石。
| # | 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 | 9.10% | -0.34% | +0.27% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.66% | +0.83% | -16.57% | |
| 3 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 5.91% | — | +0.07% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.61% | +0.23% | -1.50% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 5.16% | +0.35% | -0.13% | |
| 6 | INTU | Intuit Inc | 股票-科技 | 4.90% | -3.49% | EXIT | |
| 7 | SYK | Stryker CORP | 股票-醫療保健 | 4.57% | -0.40% | -0.21% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.41% | +0.21% | +1.49% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 4.41% | +0.03% | +0.59% | |
| 10 | MCK | Mckesson CORP | 股票-醫療保健 | 3.96% | -0.81% | +75.74% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 3.67% | -0.04% | +0.14% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.40% | -0.17% | +0.09% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.29% | +1.07% | -0.54% | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 3.13% | — | -0.85% | |
| 15 | ADP | Automatic Data Processing | 股票-科技 | 2.95% | -2.02% | -0.35% | |
| 16 | GWW | Ww Grainger Inc | 股票-工業 | 2.85% | +0.73% | +0.21% | |
| 17 | FISV | Fiserv Inc | 股票-其他 | 2.78% | — | -0.03% | |
| 18 | ETN | Eaton Corporation plc | 股票-工業 | 2.60% | +0.35% | +0.78% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.42% | -0.22% | +0.37% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 2.34% | — | -0.26% | |
| 21 | UBER | Uber Technologies Inc | 股票-工業 | 1.73% | -0.07% | — | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.59% | +1.64% | +6233.77% | |
| 23 | COR | Cencora Inc | 股票-醫療保健 | 0.89% | -0.36% | -0.73% | |
| 24 | BR | Broadridge Financial Solutio | 股票-科技 | 0.67% | -0.08% | +0.23% | |
| 25 | FAST | Fastenal Co | 股票-工業 | 0.58% | -0.02% | +43.72% | |
| 26 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.55% | -0.27% | -0.17% | |
| 27 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.47% | -0.11% | -1.20% | |
| 28 | ROL | Rollins Inc | 股票-循環性消費 | 0.45% | -0.13% | -1.14% | |
| 29 | TT | Trane Technologies plc | 股票-工業 | 0.40% | +0.05% | +0.40% | |
| 30 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.40% | -0.05% | -1.28% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.32% | -0.39% | EXIT | |
| 32 | CTAS | Cintas CORP | 股票-工業 | 0.32% | -0.02% | +3.19% | |
| 33 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.28% | -0.26% | EXIT | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.28% | -0.25% | +13.15% | |
| 35 | ITT | Itt Inc | 股票-工業 | 0.26% | -0.07% | +2.66% | |
| 36 | SEMG | Suncoast Select Growth ETF | ETF-其他 | 0.25% | -0.30% | +164.98% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.23% | -0.21% | EXIT | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.23% | -0.26% | EXIT | |
| 39 | FICO | Fair Isaac CORP | 股票-科技 | 0.20% | +0.05% | +3.33% | |
| 40 | CLS | Celestica Inc | 股票-科技 | 0.19% | +0.06% | +2.36% | |
| 41 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.18% | — | +3.00% | |
| 42 | PAYX | Paychex Inc | 股票-科技 | 0.18% | — | +0.61% | |
| 43 | CPRT | Copart Inc | 股票-工業 | 0.17% | -0.06% | EXIT | |
| 44 | CPAY | Corpay Inc | 股票-科技 | 0.16% | +0.02% | +3.14% | |
| 45 | HUBB | Hubbell Inc | 股票-工業 | 0.14% | -0.01% | +2.69% | |
| 46 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.14% | — | +2.20% | |
| 47 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.14% | -0.10% | EXIT | |
| 48 | NICE | Nice LTD - Spon Adr | 股票-科技 | 0.13% | — | +2.72% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.13% | -0.12% | EXIT | |
| 50 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.12% | -0.01% | +3.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | -16.57% | 減碼 |
| 2 | MCK | Mckesson CORP | +1.7% | +75.74% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.6% | +0.27% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +1.4% | +1.49% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +1.3% | -1.50% | 減碼 |
| 6 | ETN | Eaton Corporation plc | +0.5% | +0.78% | 加碼 |
| 7 | FAST | Fastenal Co | +0.4% | +43.72% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.4% | +0.09% | 加碼 |
| 9 | BKNG | Booking Holdings Inc | +0.2% | +0.07% | 加碼 |
| 10 | TT | Trane Technologies plc | +0.2% | +0.40% | 加碼 |
| 11 | CLS | Celestica Inc | +0.1% | +2.36% | 加碼 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.15% | 加碼 |
| 13 | ITT | Itt Inc | +0.1% | +2.66% | 加碼 |
| 14 | PLTR | Palantir Technologies Inc-a | 0% | +0.56% | 加碼 |
| 15 | IDXX | Idexx Laboratories Inc | 0% | +3.58% | 加碼 |
| 16 | HD | Home Depot Inc | 0% | +53.18% | 加碼 |
| 17 | TJX | Tjx Companies Inc | 0% | -0.17% | 加碼 |
| 18 | IWF | Ishares Russell 1000 Growth | 0% | -4.00% | 減碼 |
| 19 | HUBB | Hubbell Inc | 0% | +2.69% | 加碼 |
| 20 | COR | Cencora Inc | 0% | -0.73% | 加碼 |
| 21 | ROL | Rollins Inc | 0% | -1.14% | 加碼 |
| 22 | INTU | Intuit Inc | -0.1% | -0.08% | 減碼 |
| 23 | BRO | Brown & Brown Inc | -0.1% | +1.58% | 減碼 |
| 24 | MRSH | Marsh & Mclennan Cos | -0.1% | -1.28% | 加碼 |
| 25 | AAPL | Apple Inc | -0.2% | +0.59% | 減碼 |
| 26 | PEP | Pepsico Inc | -0.2% | — | 減碼 |
| 27 | MA | Mastercard Inc - A | -0.4% | +0.14% | 減碼 |
| 28 | GWW | Ww Grainger Inc | -0.5% | +0.21% | 加碼 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +0.37% | 減碼 |
| 30 | ADP | Automatic Data Processing | -0.5% | -0.35% | 減碼 |
| 31 | ADBE | Adobe Inc | -0.6% | -0.26% | 減碼 |
| 32 | SYK | Stryker CORP | -0.7% | -0.21% | 減碼 |
| 33 | LLY | Eli Lilly & Co | -0.8% | -0.54% | 減碼 |
| 34 | V | Visa Inc-class A Shares | -0.9% | -0.13% | 減碼 |
| 35 | CRM | Salesforce Inc | -0.9% | -0.85% | 減碼 |
| 36 | FISV | Fiserv Inc | -2.6% | -0.03% | 減碼 |
| 37 | ACN | Accenture plc | -4.3% | -92.80% | 減碼 |
| 38 | UBER | Uber Technologies Inc | — | NEW | 新建倉 |
| 39 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 40 | SEMG | Suncoast Select Growth ETF | — | NEW | 新建倉 |
| 41 | PAYX | Paychex Inc | — | NEW | 新建倉 |
| 42 | DECK | Deckers Outdoor CORP | — | EXIT | 清倉 |
| 43 | ROP | Roper Technologies Inc | — | EXIT | 清倉 |
| 44 | MPWR | Monolithic Power Systems Inc | — | NEW | 新建倉 |
| 45 | HURN | Huron Consulting Group Inc | — | NEW | 新建倉 |
| 46 | SFM | Sprouts Farmers Market Inc | — | NEW | 新建倉 |
| 47 | PRMB | Primo Brands CORP | — | EXIT | 清倉 |
| 48 | HQY | Healthequity Inc | — | NEW | 新建倉 |
| 49 | MTD | Mettler-toledo International | — | EXIT | 清倉 |
| 50 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Suncoast Equity Management 在 Q3 2025 季度的美股持倉總市值約為 US$8.0億，共申報了 90 個公開持股部位。
在 Q3 2025 季度，Suncoast Equity Management 按市值排列的前三大核心持股分別為：MSFT (9.1%)、NVDA (8.7%)、BKNG (5.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.1% 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
UBER
市值: US$1732.7萬
本季最大獲利了結 / 清倉標的
DECK
前期市值: US$126.1萬
在 Q3 2025 季度中，Suncoast Equity Management 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 19 個部位、減碼 18 個部位以及清倉 4 個部位。 其中最大新建倉標的為 UBER。 本季清倉部位包含 DECK。
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。