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: 0001637689
申報總市值
US$241.5億
US$241.5億
1192 檔
20.5%
截至 Q3 2025 季度末，Swiss Life Asset Management Ltd 的美股持倉估值約為 US$241.5億，全數申報部位共有 1192 檔。
在 Q3 2025，Swiss Life Asset Management Ltd 操作展現出積極擴展與加碼意向。本季共新建倉 0 個新部位，並對 142 個既有持股進行加碼（合計增持 142 檔），相較減碼與清倉部位顯著佔優。
整體而言，Swiss Life Asset Management Ltd 的前 5 大持股（包含 NVDA, MSFT, AAPL）貢獻了組合市值的 20.5%，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 1192 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 | 8.26% | -0.34% | +5.29% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.79% | -0.47% | +5.50% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.35% | +0.06% | +2.56% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.70% | +0.19% | +4.97% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.69% | -0.24% | +1.92% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.64% | +0.07% | +3.39% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.45% | +0.64% | +2.62% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.02% | +0.05% | +6.06% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 2.00% | — | +7.02% | |
| 10 | MO | Altria Group Inc | 股票-非循環性消費 | 1.60% | -0.16% | -0.54% | |
| 11 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.33% | -0.51% | -1.63% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.22% | -0.24% | -2.01% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.20% | +0.24% | +5.07% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.05% | -0.01% | -0.23% | |
| 15 | CME | Cme Group Inc | 股票-金融 | 1.02% | -0.37% | -1.59% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | -0.04% | +4.74% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | -0.03% | -0.56% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 0.83% | -0.25% | +3.59% | |
| 19 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.81% | -0.08% | +5.64% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | -0.07% | +0.11% | |
| 21 | PFE | Pfizer Inc | 股票-醫療保健 | 0.76% | -0.32% | -2.17% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.75% | -0.05% | +3.27% | |
| 23 | BLK | Blackrock Inc | 股票-金融 | 0.72% | -0.15% | +1.53% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 0.71% | -0.04% | +2.05% | |
| 25 | GE | General Electric | 股票-工業 | 0.68% | +0.21% | +5.14% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.66% | -0.16% | +8.17% | |
| 27 | PM | Philip Morris International | 股票-非循環性消費 | 0.62% | — | -4.29% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 0.62% | +0.03% | +0.77% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.33% | +3.71% | |
| 30 | BX | Blackstone Inc | 股票-金融 | 0.53% | -0.09% | -0.98% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | +0.22% | -7.19% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.52% | +0.07% | +6.45% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工業 | 0.52% | -0.06% | +2.48% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | -0.14% | +7.66% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.51% | -0.12% | +3.81% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.27% | -0.82% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.48% | -0.11% | -0.58% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.48% | +0.08% | +2.34% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | +0.01% | -4.24% | |
| 40 | CAT | Caterpillar Inc | 股票-工業 | 0.45% | +0.15% | +4.73% | |
| 41 | PAYX | Paychex Inc | 股票-科技 | 0.43% | -0.08% | -1.12% | |
| 42 | MDT | Medtronic plc | 股票-醫療保健 | 0.42% | +0.26% | NEW | |
| 43 | ETN | Eaton Corporation plc | 股票-工業 | 0.42% | +0.23% | NEW | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.41% | -0.09% | +3.44% | |
| 45 | NOW | Servicenow Inc | 股票-科技 | 0.40% | -0.07% | +5.79% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | — | -4.87% | |
| 47 | AMGN | Amgen Inc | 股票-醫療保健 | 0.40% | -0.07% | +2.29% | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.39% | +0.04% | -10.02% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.39% | -0.03% | +3.05% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.38% | +0.17% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +5.29% | 加碼 |
| 2 | AAPL | Apple Inc | +0.6% | +2.56% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +4.97% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.5% | +7.02% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +6.06% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.2% | +2.62% | 加碼 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | +5.64% | 加碼 |
| 8 | ORCL | Oracle CORP | +0.1% | +3.27% | 加碼 |
| 9 | ABBV | Abbvie Inc | +0.1% | -0.23% | 減碼 |
| 10 | ANET | Arista Networks Inc | +0.1% | +8.84% | 加碼 |
| 11 | STX | Seagate Technology Holdings plc | +0.1% | -1.05% | 減碼 |
| 12 | LRCX | Lam Research CORP | +0.1% | +1.59% | 加碼 |
| 13 | GLW | Corning Inc | +0.1% | +12.85% | 加碼 |
| 14 | MU | Micron Technology Inc | +0.1% | +52.01% | 加碼 |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +39.17% | 加碼 |
| 16 | JNJ | Johnson & Johnson | +0.1% | -2.01% | 減碼 |
| 17 | GE | General Electric | +0.1% | +5.14% | 加碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | +4.73% | 加碼 |
| 19 | KLAC | Kla CORP | +0.1% | +11.37% | 加碼 |
| 20 | TJX | Tjx Companies Inc | +0.1% | +19.87% | 加碼 |
| 21 | BNY | Bank Of New York Mellon CORP | +0.1% | +77.83% | 加碼 |
| 22 | APP | Applovin Corp-class A | +0.1% | -3.33% | 減碼 |
| 23 | TEL | TE Connectivity plc | +0.1% | +81.86% | 加碼 |
| 24 | BKR | Baker Hughes Co | +0.1% | +109.14% | 加碼 |
| 25 | SOFI | Sofi Technologies Inc | +0.1% | +1120.34% | 加碼 |
| 26 | SCHW | Schwab (charles) CORP | 0% | +36.55% | 加碼 |
| 27 | APH | Amphenol Corp-cl A | 0% | +13.28% | 加碼 |
| 28 | INTC | Intel CORP | 0% | +16.22% | 加碼 |
| 29 | EA | Electronic Arts Inc | 0% | +75.85% | 加碼 |
| 30 | NEM | Newmont CORP | 0% | +3.42% | 加碼 |
| 31 | WDC | Western Digital CORP | 0% | +20.93% | 加碼 |
| 32 | FERG | Ferguson Enterprises Inc | 0% | +67.95% | 加碼 |
| 33 | PTC | Ptc Inc | 0% | +109.66% | 加碼 |
| 34 | REGN | Regeneron Pharmaceuticals | 0% | +112.03% | 加碼 |
| 35 | CLX | Clorox Company | 0% | +221.37% | 加碼 |
| 36 | AMD | Advanced Micro Devices | 0% | +9.44% | 加碼 |
| 37 | SHOP | Shopify Inc - Class A | 0% | +19.18% | 加碼 |
| 38 | IVZ | Invesco Ltd. | 0% | -1.09% | 減碼 |
| 39 | ACGL | Arch Capital Group Ltd. | 0% | +101.26% | 加碼 |
| 40 | EXPD | Expeditors Intl Wash Inc | 0% | +146.30% | 加碼 |
| 41 | GEHC | GE Healthcare Technology | 0% | +111.14% | 加碼 |
| 42 | CBRE | Cbre Group Inc - A | 0% | +58.63% | 加碼 |
| 43 | CHRW | C.h. Robinson Worldwide Inc | 0% | +74.28% | 加碼 |
| 44 | ILMN | Illumina Inc | 0% | +547.30% | 加碼 |
| 45 | NTRS | Northern Trust CORP | 0% | +119.93% | 加碼 |
| 46 | LH | Labcorp Holdings Inc | 0% | +121.03% | 加碼 |
| 47 | DG | Dollar General CORP | 0% | +159.07% | 加碼 |
| 48 | ESS | Essex Property Trust Inc | 0% | +442.73% | 加碼 |
| 49 | MAS | Masco CORP | 0% | +347.47% | 加碼 |
| 50 | DOV | Dover CORP | 0% | +162.94% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Swiss Life Asset Management Ltd 在 Q3 2025 季度的美股持倉總市值約為 US$241.5億，共申報了 1192 個公開持股部位。
在 Q3 2025 季度，Swiss Life Asset Management Ltd 按市值排列的前三大核心持股分別為：NVDA (8.3%)、MSFT (6.8%)、AAPL (5.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.3% 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
WBA
前期市值: US$2296.6萬
在 Q3 2025 季度中，Swiss Life Asset Management Ltd 共進行了 200 項持倉異動，包含新建倉 0 個部位、加碼 142 個部位、減碼 54 個部位以及清倉 4 個部位。 本季清倉部位包含 WBA。
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。