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: 0001658652
申報總市值
US$1.6億
US$1.6億
89 檔
14.2%
在 Q2 2025 的 13F 官方備案中，Terra Nova Asset Management LLC 管理的美股投資組合規模來到 US$1.6億，整體持股檔數為 89 檔。
在 Q2 2025 期間，Terra Nova Asset Management LLC 展現了靈活的資產再平衡步調，透過出清 1 檔弱勢或達到目標價部位，將資金轉置於 6 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 MSFT, GOOGL, XLC）累計市值佔比達 14.2%，是驅動 Terra Nova Asset Management LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 3.91% | +0.04% | -6.63% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.18% | +0.19% | -0.67% | |
| 3 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 3.16% | -0.63% | -6.11% | |
| 4 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 3.00% | -1.25% | +0.19% | |
| 5 | MELI | Mercadolibre Inc | 股票-循環性消費 | 2.96% | — | +0.81% | |
| 6 | GE | General Electric | 股票-工業 | 2.92% | -0.86% | -0.59% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.78% | -0.11% | +48.72% | |
| 8 | GEV | GE Vernova Inc | 股票-工業 | 2.60% | +0.51% | -0.44% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.51% | -0.04% | -19.13% | |
| 10 | IBM | Intl Business Machines CORP | 股票-科技 | 2.48% | +2.67% | NEW | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.37% | -0.51% | +0.35% | |
| 12 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.30% | — | +0.55% | |
| 13 | SYK | Stryker CORP | 股票-醫療保健 | 2.22% | -0.43% | -4.24% | |
| 14 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.22% | — | -5.77% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.15% | -0.30% | -6.00% | |
| 16 | NOW | Servicenow Inc | 股票-科技 | 2.11% | — | +36.70% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.98% | +0.02% | -0.49% | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.94% | +0.46% | -3.38% | |
| 19 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.93% | -1.26% | EXIT | |
| 20 | AZO | Autozone Inc | 股票-循環性消費 | 1.90% | -0.32% | +0.27% | |
| 21 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.90% | -0.17% | EXIT | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.85% | -0.14% | +14.59% | |
| 23 | CCJ | Cameco CORP | 股票-能源 | 1.80% | -1.54% | +339.35% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 1.78% | -0.26% | -0.47% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.74% | -0.24% | -2.08% | |
| 26 | BLK | Blackrock Inc | 股票-金融 | 1.73% | -0.24% | -0.13% | |
| 27 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.67% | -0.10% | -1.35% | |
| 28 | AAPL | Apple Inc | 股票-科技 | 1.55% | -0.04% | -28.03% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | -0.02% | -8.57% | |
| 30 | VFH | Vanguard Financials ETF | ETF-其他 | 1.44% | -0.16% | -0.42% | |
| 31 | PGR | Progressive CORP | 股票-金融 | 1.41% | — | -0.30% | |
| 32 | RMD | Resmed Inc | 股票-醫療保健 | 1.40% | -1.24% | EXIT | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.38% | -0.07% | -4.52% | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.33% | — | — | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.29% | +0.02% | -13.46% | |
| 36 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 1.24% | -0.54% | — | |
| 37 | NFLX | Netflix Inc | 股票-通訊服務 | 1.17% | — | +344.68% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.17% | +0.18% | -23.66% | |
| 39 | GWW | Ww Grainger Inc | 股票-工業 | 1.13% | +0.06% | -22.58% | |
| 40 | LNG | Cheniere Energy Inc | 股票-能源 | 1.07% | — | +8.13% | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 1.05% | -0.05% | -6.64% | |
| 42 | FTNT | Fortinet Inc | 股票-科技 | 1.03% | +0.39% | — | |
| 43 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.02% | -0.57% | — | |
| 44 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.02% | -0.07% | -3.84% | |
| 45 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.99% | -0.44% | +1.41% | |
| 46 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.95% | -0.41% | — | |
| 47 | VST | Vistra CORP | 股票-公用事業 | 0.91% | -0.37% | -6.79% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.70% | -0.15% | -19.17% | |
| 49 | CEG | Constellation Energy | 股票-公用事業 | 0.68% | +0.64% | NEW | |
| 50 | EUAD | Select Stoxx Eur Aer De ETF | ETF-其他 | 0.67% | -0.06% | +9.82% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CCJ | Cameco CORP | +1.5% | +339.35% | 加碼 |
| 2 | PLTR | Palantir Technologies Inc-a | +1.3% | NEW | 新建倉 |
| 3 | NFLX | Netflix Inc | +1% | +344.68% | 加碼 |
| 4 | GEV | GE Vernova Inc | +0.9% | -0.44% | 減碼 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.9% | +48.72% | 加碼 |
| 6 | NOW | Servicenow Inc | +0.8% | +36.70% | 加碼 |
| 7 | CEG | Constellation Energy | +0.7% | NEW | 新建倉 |
| 8 | NVDA | Nvidia CORP | +0.6% | +14.59% | 加碼 |
| 9 | MELI | Mercadolibre Inc | +0.5% | +0.81% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.4% | -6.63% | 減碼 |
| 11 | GE | General Electric | +0.4% | -0.59% | 減碼 |
| 12 | HWM | Howmet Aerospace Inc | +0.3% | -1.35% | 減碼 |
| 13 | VST | Vistra CORP | +0.2% | -6.79% | 減碼 |
| 14 | IBM | Intl Business Machines CORP | +0.2% | +4.43% | 加碼 |
| 15 | COIN | Coinbase Global Inc -class A | +0.2% | NEW | 新建倉 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | NEW | 新建倉 |
| 17 | CLS | Celestica Inc | +0.2% | NEW | 新建倉 |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | +0.2% | NEW | 新建倉 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -6.00% | 減碼 |
| 20 | SHLD | Global X Defense Tech ETF | +0.1% | +1.41% | 加碼 |
| 21 | EUAD | Select Stoxx Eur Aer De ETF | +0.1% | +9.82% | 加碼 |
| 22 | IYW | Ishares Ustechnology ETF | +0.1% | -3.38% | 減碼 |
| 23 | ISRG | Intuitive Surgical Inc | +0.1% | +7.51% | 加碼 |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | -0.67% | 減碼 |
| 25 | PANW | Palo Alto Networks Inc | 0% | -5.77% | 減碼 |
| 26 | LNG | Cheniere Energy Inc | 0% | +8.13% | 加碼 |
| 27 | RMD | Resmed Inc | — | -2.40% | 減碼 |
| 28 | GS | Goldman Sachs Group Inc | — | -13.46% | 減碼 |
| 29 | BLK | Blackrock Inc | 0% | -0.13% | 減碼 |
| 30 | FTNT | Fortinet Inc | 0% | — | 不變 |
| 31 | RTX | Rtx CORP | -0.1% | -0.47% | 減碼 |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | -8.57% | 減碼 |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.2% | -33.50% | 減碼 |
| 34 | COST | Costco Wholesale CORP | -0.2% | +0.35% | 加碼 |
| 35 | SGOL | Abrdn Physical Gold Shares | -0.2% | +0.19% | 加碼 |
| 36 | DBEU | Xtrackers Msci Europe Hedged | -0.2% | -38.25% | 減碼 |
| 37 | XLC | Ss Comm Select Sector Spdr | -0.2% | -6.11% | 減碼 |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.3% | -19.17% | 減碼 |
| 39 | VRTX | Vertex Pharmaceuticals Inc | -0.3% | EXIT | 清倉 |
| 40 | PGR | Progressive CORP | -0.3% | -0.30% | 減碼 |
| 41 | XLE | Ss Energy Select Sector | -0.3% | -6.64% | 減碼 |
| 42 | IGV | Ishares Expanded Tech-softwa | -0.4% | -22.98% | 減碼 |
| 43 | GWW | Ww Grainger Inc | -0.4% | -22.58% | 減碼 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -2.08% | 減碼 |
| 45 | AJG | Arthur J Gallagher & Co | -0.5% | +0.55% | 加碼 |
| 46 | AMZN | Amazon.com Inc | -0.5% | -19.13% | 減碼 |
| 47 | LLY | Eli Lilly & Co | -0.7% | -23.66% | 減碼 |
| 48 | AAPL | Apple Inc | -1.1% | -28.03% | 減碼 |
| 49 | BX | Blackstone Inc | -1.4% | -80.63% | 減碼 |
| 50 | LRCX | Lam Research CORP | -1.4% | -91.25% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Terra Nova Asset Management LLC 在 Q2 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 89 個公開持股部位。
在 Q2 2025 季度，Terra Nova Asset Management LLC 按市值排列的前三大核心持股分別為：MSFT (3.9%)、GOOGL (3.2%)、XLC (3.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.9% 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
PLTR
市值: US$189.5萬
本季最大獲利了結 / 清倉標的
VRTX
前期市值: US$34.9萬
在 Q2 2025 季度中，Terra Nova Asset Management LLC 共進行了 49 項持倉異動，包含新建倉 6 個部位、加碼 14 個部位、減碼 28 個部位以及清倉 1 個部位。 其中最大新建倉標的為 PLTR。 本季清倉部位包含 VRTX。
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。