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: 0000861177
申報總市值
US$5500.9億
US$5500.9億
2638 檔
12.0%
在 Q1 2025 申報期間，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC（CIK: 0000861177）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$5500.9億，共持有 2638 個公開申報部位。
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 19 檔股票的新建倉與 148 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MSFT, NVDA, META）累計市值佔比達 12.0%，是驅動 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 2638 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 | MSFT | Microsoft CORP | 股票-科技 | 5.99% | -0.54% | +3.85% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.74% | -0.14% | +2.94% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.85% | -0.20% | +4.47% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.74% | +0.20% | +11.36% | |
| 5 | TSLA | Tesla Inc | 股票-循環性消費 | 1.56% | -0.04% | -4.12% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.51% | +0.25% | +2.45% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.43% | +0.22% | -4.34% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.28% | +0.03% | -6.05% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | +0.11% | +7.17% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.02% | +5.07% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.01% | -0.09% | +2.04% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.00% | +0.07% | -13.38% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | -0.07% | +13.90% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 0.84% | -0.07% | +5.63% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | -0.08% | -1.75% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 0.76% | -0.10% | -87.23% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | -0.09% | +6.26% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 0.72% | -0.28% | +11.02% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | -0.15% | +5.90% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.69% | +0.01% | +5.91% | |
| 21 | CRM | Salesforce Inc | 股票-科技 | 0.64% | -0.11% | +6.93% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.60% | -0.14% | +3.12% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | +0.25% | +3.64% | |
| 24 | UBS | UBS Group AG | 股票-金融 | 0.59% | — | +1.85% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 0.58% | -0.01% | +7.09% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | -0.03% | +6.17% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | +1.04% | -0.18% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | +0.01% | +6.47% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 0.54% | -0.06% | +2.37% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.06% | +0.43% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.49% | -0.24% | +2.10% | |
| 32 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.49% | -0.06% | +7.97% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.48% | -0.05% | -3.76% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | -0.06% | +9.74% | |
| 35 | INTU | Intuit Inc | 股票-科技 | 0.47% | -0.12% | -3.29% | |
| 36 | PGR | Progressive CORP | 股票-金融 | 0.46% | +0.01% | +6.63% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.44% | -0.07% | +1.84% | |
| 38 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.43% | -0.17% | -86.60% | |
| 39 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.43% | -0.08% | +20.06% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.29% | +4.93% | |
| 41 | SPGI | S&p Global Inc | 股票-金融 | 0.41% | -0.05% | +3.74% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.41% | -0.14% | +2.46% | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.41% | +0.02% | +6.56% | |
| 44 | T | At&t Inc | 股票-通訊服務 | 0.40% | -0.12% | +3.34% | |
| 45 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.39% | -0.08% | +12.43% | |
| 46 | GE | General Electric | 股票-工業 | 0.39% | +0.09% | +6.84% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.39% | +0.10% | +3.83% | |
| 48 | LIN | Linde plc | 股票-原物料 | 0.38% | -0.36% | -5.78% | |
| 49 | AMGN | Amgen Inc | 股票-醫療保健 | 0.37% | — | -9.28% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.36% | -0.04% | +7.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +4.6% | +2.94% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1.2% | +2.45% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1% | +3.85% | 加碼 |
| 4 | LLY | Eli Lilly & Co | +1% | -4.34% | 加碼 |
| 5 | TSLA | Tesla Inc | +0.6% | -4.12% | 加碼 |
| 6 | COST | Costco Wholesale CORP | +0.3% | -1.75% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.3% | -0.18% | 加碼 |
| 8 | PGR | Progressive CORP | +0.3% | +6.63% | 加碼 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +13.90% | 加碼 |
| 10 | NFLX | Netflix Inc | +0.3% | +11.02% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.3% | +7.17% | 加碼 |
| 12 | IBM | Intl Business Machines CORP | +0.3% | +6.47% | 加碼 |
| 13 | ALC | Alcon Inc. | +0.3% | -1.91% | 加碼 |
| 14 | MA | Mastercard Inc - A | +0.2% | +2.04% | 加碼 |
| 15 | WMT | Walmart Inc | +0.2% | +3.12% | 加碼 |
| 16 | ISRG | Intuitive Surgical Inc | +0.2% | +20.06% | 加碼 |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | +10.78% | 加碼 |
| 18 | JPM | Jpmorgan Chase & Co | +0.2% | +5.07% | 加碼 |
| 19 | ORCL | Oracle CORP | +0.2% | +0.43% | 加碼 |
| 20 | WELL | Welltower Inc | +0.2% | +6.97% | 加碼 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.2% | +15.50% | 加碼 |
| 22 | PANW | Palo Alto Networks Inc | +0.2% | +15.98% | 加碼 |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +52.62% | 加碼 |
| 24 | NOW | Servicenow Inc | +0.2% | +7.09% | 加碼 |
| 25 | SPGI | S&p Global Inc | +0.2% | +3.74% | 加碼 |
| 26 | BSX | Boston Scientific CORP | +0.2% | +4.25% | 加碼 |
| 27 | MCK | Mckesson CORP | +0.2% | +16.48% | 加碼 |
| 28 | PG | Procter & Gamble Co/the | +0.2% | +6.26% | 加碼 |
| 29 | ABBV | Abbvie Inc | +0.2% | +5.91% | 加碼 |
| 30 | FISV | Fiserv Inc | +0.2% | -0.01% | 加碼 |
| 31 | SPOT | Spotify Technology S.A. | +0.2% | +39.89% | 加碼 |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +4.47% | 加碼 |
| 33 | GILD | Gilead Sciences Inc | +0.1% | +12.43% | 加碼 |
| 34 | TJX | Tjx Companies Inc | +0.1% | -2.65% | 加碼 |
| 35 | HD | Home Depot Inc | +0.1% | +5.63% | 加碼 |
| 36 | PDD | Pdd Holdings Inc | +0.1% | +899.16% | 加碼 |
| 37 | UBER | Uber Technologies Inc | +0.1% | +3.34% | 加碼 |
| 38 | FICO | Fair Isaac CORP | +0.1% | +29.69% | 加碼 |
| 39 | DASH | Doordash Inc - A | +0.1% | +7.20% | 加碼 |
| 40 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +9.89% | 加碼 |
| 41 | ELV | Elevance Health Inc | +0.1% | +13.78% | 加碼 |
| 42 | AXP | American Express Co | +0.1% | +1.57% | 加碼 |
| 43 | CDNS | Cadence Design Sys Inc | +0.1% | +7.08% | 加碼 |
| 44 | SNPS | Synopsys Inc | +0.1% | +20.22% | 加碼 |
| 45 | FTNT | Fortinet Inc | +0.1% | +17.13% | 加碼 |
| 46 | UNH | Unitedhealth Group Inc | +0.1% | -13.38% | 加碼 |
| 47 | CRM | Salesforce Inc | +0.1% | +6.93% | 加碼 |
| 48 | MRK | Merck & Co. Inc. | +0.1% | -3.76% | 加碼 |
| 49 | BMY | Bristol-myers Squibb Co | +0.1% | +1.59% | 加碼 |
| 50 | BKNG | Booking Holdings Inc | +0.1% | -2.89% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 在 Q1 2025 季度的美股持倉總市值約為 US$5500.9億，共申報了 2638 個公開持股部位。
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
UBS
市值: US$22.9億
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$6.8億
在 Q1 2025 季度，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 按市值排列的前三大核心持股分別為：MSFT (6.0%)、NVDA (5.7%)、META (1.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.0% 的權重。
在 Q1 2025 季度中，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 共進行了 200 項持倉異動，包含新建倉 19 個部位、加碼 148 個部位、減碼 20 個部位以及清倉 13 個部位。 其中最大新建倉標的為 UBS。 本季清倉部位包含 BLKCHF。
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。