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: 0001694284
申報總市值
US$14.9億
US$14.9億
69 檔
46.4%
在 Q2 2025 的 13F 官方備案中，Tandem Investment Advisors, Inc. 管理的美股投資組合規模來到 US$14.9億，整體持股檔數為 69 檔。
在 Q2 2025 期間，Tandem Investment Advisors, Inc. 展現了靈活的資產再平衡步調，透過出清 5 檔弱勢或達到目標價部位，將資金轉置於 4 檔新建倉標的之中。
在資產配置集中度方面，Tandem Investment Advisors, Inc. 的前 5 大核心持股（包含 V, ICE, ABT 等）合計佔整體申報市值的 46.4%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | V | Visa Inc-class A Shares | 股票-金融 | 5.36% | +0.39% | +7.57% | |
| 2 | ICE | Intercontinental Exchange In | 股票-金融 | 5.19% | -1.10% | +2.51% | |
| 3 | ABT | Abbott Laboratories | 股票-醫療保健 | 4.73% | -0.27% | +0.53% | |
| 4 | RMD | Resmed Inc | 股票-醫療保健 | 4.50% | -0.50% | -1.40% | |
| 5 | APH | Amphenol Corp-cl A | 股票-科技 | 4.48% | +1.97% | -18.89% | |
| 6 | ✓ | 股票-其他 | 4.32% | — | +99.95% | ||
| 7 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 4.25% | -0.50% | +3.74% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | +0.14% | -0.53% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 4.00% | +0.18% | +15.74% | |
| 10 | ACN | Accenture plc | 股票-科技 | 3.99% | -0.01% | +30.94% | |
| 11 | ✓ | 股票-其他 | 3.98% | — | +13.84% | ||
| 12 | ✓ | 股票-其他 | 3.85% | — | +1.56% | ||
| 13 | SYK | Stryker CORP | 股票-醫療保健 | 3.78% | +0.03% | +0.06% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事業 | 3.45% | +0.16% | +3.21% | |
| 15 | BRO | Brown & Brown Inc | 股票-金融 | 3.17% | +0.03% | +6.73% | |
| 16 | FDS | Factset Research Systems Inc | 股票-金融 | 3.15% | — | -19.70% | |
| 17 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.98% | — | +3.90% | |
| 18 | ✓ | 股票-其他 | 2.77% | — | +28.22% | ||
| 19 | BLKCHF | Blackrock Inc | 股票-其他 | 2.71% | +0.12% | -0.64% | |
| 20 | WTRG | Essential Utilities Inc | 股票-公用事業 | 2.69% | — | +1.23% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 2.54% | -1.60% | +36.41% | |
| 22 | WCN | Waste Connections Inc | 股票-工業 | 2.45% | +0.15% | +5.68% | |
| 23 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 2.39% | +0.20% | +44.06% | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 1.96% | -0.05% | +0.53% | |
| 25 | RSG | Republic Services Inc | 股票-工業 | 1.90% | +0.55% | -1.99% | |
| 26 | ✓ | 股票-其他 | 1.81% | — | +3.13% | ||
| 27 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.66% | -0.92% | -24.59% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.55% | +0.20% | -1.41% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.49% | -0.01% | +0.14% | |
| 30 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 1.45% | +0.30% | -0.16% | |
| 31 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 0.97% | — | -31.14% | |
| 32 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.22% | +0.01% | +0.27% | |
| 33 | AKX | Ansys Inc | 股票-其他 | 0.22% | — | +21.12% | |
| 34 | QLYS | Qualys Inc | 股票-科技 | 0.21% | +0.11% | +0.51% | |
| 35 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.20% | +0.03% | +1361.27% | |
| 36 | TYL | Tyler Technologies Inc | 股票-科技 | 0.18% | -0.02% | -0.41% | |
| 37 | ✓ | 股票-其他 | 0.17% | — | +0.97% | ||
| 38 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.16% | +0.05% | +27.36% | |
| 39 | ADBE | Adobe Inc | 股票-科技 | 0.16% | -0.08% | +158.72% | |
| 40 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.12% | -0.02% | -98.18% | |
| 41 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.08% | +0.01% | -5.06% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.06% | +0.03% | +7.31% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.06% | +0.67% | -30.28% | |
| 44 | AAPL | Apple Inc | 股票-科技 | 0.05% | — | -6.91% | |
| 45 | WMT | Walmart Inc | 股票-非循環性消費 | 0.04% | — | -8.63% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.03% | +0.01% | -7.49% | |
| 47 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.02% | +0.02% | +1.59% | |
| 48 | RY | Royal Bank Of Canada | 股票-金融 | 0.02% | +0.02% | -26.74% | |
| 49 | ✓ | 股票-其他 | 0.02% | — | -8.33% | ||
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.02% | — | -15.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ZTS | Zoetis Inc | +2.1% | — | 加碼 |
| 2 | MSFT | Microsoft CORP | +1% | -0.53% | 減碼 |
| 3 | APH | Amphenol Corp-cl A | +0.8% | -18.89% | 減碼 |
| 4 | ACN | Accenture plc | +0.8% | +30.94% | 加碼 |
| 5 | ADP | Automatic Data Processing | +0.7% | +36.41% | 加碼 |
| 6 | MA | Mastercard Inc - A | +0.6% | +15.74% | 加碼 |
| 7 | RMD | Resmed Inc | +0.6% | -1.40% | 減碼 |
| 8 | CHD | Church & Dwight Co Inc | +0.5% | +44.06% | 加碼 |
| 9 | V | Visa Inc-class A Shares | +0.5% | +7.57% | 加碼 |
| 10 | ICE | Intercontinental Exchange In | +0.4% | +2.51% | 加碼 |
| 11 | TRNO | Terreno Realty CORP | +0.4% | — | 加碼 |
| 12 | STE | STERIS plc | +0.3% | — | 加碼 |
| 13 | BLKCHF | Blackrock Inc | +0.3% | -0.64% | 減碼 |
| 14 | SYK | Stryker CORP | +0.2% | +0.06% | 加碼 |
| 15 | ABT | Abbott Laboratories | +0.2% | +0.53% | 加碼 |
| 16 | VRSK | Verisk Analytics Inc | +0.1% | — | 加碼 |
| 17 | JKHY | Jack Henry & Associates Inc | +0.1% | +3.74% | 加碼 |
| 18 | ADBE | Adobe Inc | +0.1% | +158.72% | 加碼 |
| 19 | COST | Costco Wholesale CORP | +0.1% | +0.14% | 加碼 |
| 20 | AKX | Ansys Inc | +0.1% | +21.12% | 加碼 |
| 21 | IDXX | Idexx Laboratories Inc | +0.1% | +0.27% | 加碼 |
| 22 | NEE | Nextera Energy Inc | +0.1% | +3.21% | 加碼 |
| 23 | MEDP | Medpace Holdings Inc | 0% | +27.36% | 加碼 |
| 24 | WCN | Waste Connections Inc | 0% | +5.68% | 加碼 |
| 25 | QLYS | Qualys Inc | 0% | +0.51% | 加碼 |
| 26 | ISRG | Intuitive Surgical Inc | 0% | — | 加碼 |
| 27 | CMCSA | Comcast Corp-class A | 0% | +3.90% | 加碼 |
| 28 | ETN | Eaton Corporation plc | 0% | NEW | 新建倉 |
| 29 | IT | Gartner Inc | 0% | NEW | 新建倉 |
| 30 | MRK | Merck & Co. Inc. | 0% | NEW | 新建倉 |
| 31 | AMGN | Amgen Inc | 0% | NEW | 新建倉 |
| 32 | AAPL | Apple Inc | — | -6.91% | 減碼 |
| 33 | KO | Coca-cola Co/the | — | -15.58% | 減碼 |
| 34 | BRK-B | Berkshire Hathaway Inc. | — | -27.27% | 減碼 |
| 35 | RSG | Republic Services Inc | — | -1.99% | 減碼 |
| 36 | ABBV | Abbvie Inc | — | +7.31% | 加碼 |
| 37 | QDEL | Quidelortho CORP | — | -11.82% | 減碼 |
| 38 | TYL | Tyler Technologies Inc | — | -0.41% | 減碼 |
| 39 | HD | Home Depot Inc | — | -7.49% | 減碼 |
| 40 | PM | Philip Morris International | — | +1.20% | 加碼 |
| 41 | ✓ | Alphabet Inc Cl C | — | — | 加碼 |
| 42 | 6D8 | Dupont De Nemours Inc | — | — | 減碼 |
| 43 | CTVA | Corteva Inc | — | — | 減碼 |
| 44 | EXLS | Exlservice Holdings Inc | — | -0.94% | 減碼 |
| 45 | MO | Altria Group Inc | — | -6.21% | 減碼 |
| 46 | CVX | Chevron CORP | — | +0.64% | 加碼 |
| 47 | JPM | Jpmorgan Chase & Co | — | -23.57% | 減碼 |
| 48 | TJX | Tjx Companies Inc | — | +1.59% | 加碼 |
| 49 | WMT | Walmart Inc | — | -8.63% | 減碼 |
| 50 | GOOG | Alphabet Inc. | — | — | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Tandem Investment Advisors, Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$14.9億，共申報了 69 個公開持股部位。
在 Q2 2025 季度，Tandem Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：V (5.4%)、ICE (5.2%)、ABT (4.7%)。其中最大持股部位 V 佔據整體投資組合約 5.4% 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
ETN
市值: US$31.4萬
本季最大獲利了結 / 清倉標的
FISV
前期市值: US$698.8萬
在 Q2 2025 季度中，Tandem Investment Advisors, Inc. 共進行了 74 項持倉異動，包含新建倉 4 個部位、加碼 35 個部位、減碼 30 個部位以及清倉 5 個部位。 其中最大新建倉標的為 ETN。 本季清倉部位包含 FISV。
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。