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
2621 檔
18.4%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 在 Q2 2025 季度的美股部位總計估值為 US$5500.9億，分散於 2621 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 積極進場，新開立 3 個部位並同步加碼 156 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, AMZN）累計市值佔比達 18.4%，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 2621 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 | 7.60% | -0.14% | +14.86% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.00% | -0.10% | +799.64% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.46% | -0.17% | +781.63% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.22% | +0.25% | +13.13% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.21% | -0.20% | +18.03% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.98% | +0.20% | +26.27% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 1.59% | -0.04% | +5.24% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.39% | +0.03% | +20.68% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.24% | +0.22% | +16.14% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.19% | +0.11% | +15.75% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.02% | +7.83% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.54% | -84.06% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 0.94% | -0.09% | +14.66% | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 0.85% | -0.28% | +4.14% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 0.81% | -0.07% | +22.26% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.07% | +4.99% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.73% | -0.09% | +30.31% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 0.68% | -0.06% | +10.27% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 0.67% | +1.04% | +9.08% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.64% | -0.08% | -0.57% | |
| 21 | NOW | Servicenow Inc | 股票-科技 | 0.63% | -0.01% | +6.58% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | -0.15% | +20.30% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.59% | -0.14% | +11.32% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.58% | -0.11% | +13.53% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.25% | +8.11% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.55% | +0.01% | +14.33% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.54% | +0.07% | +15.67% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 0.53% | -0.12% | +12.28% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | +0.01% | +2.26% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.53% | -0.03% | +19.03% | |
| 31 | GE | General Electric | 股票-工業 | 0.51% | +0.09% | +28.05% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 0.48% | -0.06% | +13.22% | |
| 33 | UBS | UBS Group AG | 股票-金融 | 0.48% | — | -5.64% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.48% | -0.06% | +3.13% | |
| 35 | LIN | Linde plc | 股票-原物料 | 0.47% | -0.36% | +56.53% | |
| 36 | TXN | Texas Instruments Inc | 股票-科技 | 0.45% | +0.10% | +28.09% | |
| 37 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.42% | — | +31.09% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.42% | -0.24% | +12.58% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.42% | -0.06% | +13.48% | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.41% | -0.16% | +28.38% | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.41% | -0.14% | +34.56% | |
| 42 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.40% | -0.05% | +21.20% | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.40% | +0.02% | +18.03% | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.39% | -0.07% | +26.26% | |
| 45 | PGR | Progressive CORP | 股票-金融 | 0.39% | +0.01% | +12.76% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.38% | -0.02% | +15.58% | |
| 47 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.38% | -0.08% | +1.15% | |
| 48 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.37% | -0.08% | +20.56% | |
| 49 | SPGI | S&p Global Inc | 股票-金融 | 0.37% | -0.05% | +7.98% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | -0.29% | +19.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +4.2% | +799.64% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +3% | +781.63% | 加碼 |
| 3 | NVDA | Nvidia CORP | +1.9% | +14.86% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.7% | +13.13% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +18.03% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +26.27% | 加碼 |
| 7 | PLD | Prologis Inc | +0.2% | +808.99% | 加碼 |
| 8 | AMT | American Tower CORP | +0.2% | +601.64% | 加碼 |
| 9 | ORCL | Oracle CORP | +0.2% | +10.27% | 加碼 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | +28.38% | 加碼 |
| 11 | NFLX | Netflix Inc | +0.1% | +4.14% | 加碼 |
| 12 | GE | General Electric | +0.1% | +28.05% | 加碼 |
| 13 | COF | Capital One Financial CORP | +0.1% | +66.09% | 加碼 |
| 14 | TRV | Travelers Cos Inc/the | +0.1% | +389.89% | 加碼 |
| 15 | AMRZ | Amrize Ltd | +0.1% | NEW | 新建倉 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +20.68% | 加碼 |
| 17 | AMD | Advanced Micro Devices | +0.1% | +9.08% | 加碼 |
| 18 | MRVL | Marvell Technology Inc | +0.1% | +89.61% | 加碼 |
| 19 | BKNG | Booking Holdings Inc | +0.1% | +31.09% | 加碼 |
| 20 | ADI | Analog Devices Inc | +0.1% | +68.26% | 加碼 |
| 21 | LIN | Linde plc | +0.1% | +56.53% | 加碼 |
| 22 | SPOT | Spotify Technology S.A. | +0.1% | +33.98% | 加碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +20.58% | 加碼 |
| 24 | INTU | Intuit Inc | +0.1% | +12.28% | 加碼 |
| 25 | TXN | Texas Instruments Inc | +0.1% | +28.09% | 加碼 |
| 26 | ANET | Arista Networks Inc | +0.1% | +25.55% | 加碼 |
| 27 | SLB | Slb LTD | +0.1% | +720.29% | 加碼 |
| 28 | NOW | Servicenow Inc | +0.1% | +6.58% | 加碼 |
| 29 | LRCX | Lam Research CORP | +0.1% | +12.08% | 加碼 |
| 30 | GEV | GE Vernova Inc | +0.1% | -7.02% | 減碼 |
| 31 | AXON | Axon Enterprise Inc | +0.1% | +28.86% | 加碼 |
| 32 | HOOD | Robinhood Markets Inc - A | +0.1% | +33.10% | 加碼 |
| 33 | AEP | American Electric Power | +0.1% | +1114.08% | 加碼 |
| 34 | MU | Micron Technology Inc | 0% | +4.59% | 加碼 |
| 35 | UBER | Uber Technologies Inc | 0% | +13.42% | 加碼 |
| 36 | ETN | Eaton Corporation plc | 0% | +19.07% | 加碼 |
| 37 | APH | Amphenol Corp-cl A | 0% | +7.05% | 加碼 |
| 38 | JNJ | Johnson & Johnson | 0% | +25.50% | 加碼 |
| 39 | SNOW | Snowflake Inc | 0% | +20.76% | 加碼 |
| 40 | COIN | Coinbase Global Inc -class A | 0% | +18.21% | 加碼 |
| 41 | TSLA | Tesla Inc | 0% | +5.24% | 加碼 |
| 42 | AXP | American Express Co | 0% | +15.58% | 加碼 |
| 43 | MELI | Mercadolibre Inc | 0% | +7.24% | 加碼 |
| 44 | MS | Morgan Stanley | 0% | +15.93% | 加碼 |
| 45 | TT | Trane Technologies plc | 0% | +14.86% | 加碼 |
| 46 | CEG | Constellation Energy | 0% | +12.17% | 加碼 |
| 47 | MSTR | Strategy Inc | 0% | +27.79% | 加碼 |
| 48 | APP | Applovin Corp-class A | 0% | +29.05% | 加碼 |
| 49 | FERG | Ferguson Enterprises Inc | 0% | +28.46% | 加碼 |
| 50 | RCL | Royal Caribbean Cruises Ltd. | 0% | +16.29% | 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 Q2 2025 季度的美股持倉總市值約為 US$5500.9億，共申報了 2621 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
AMRZ
市值: US$6.1億
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$3.6億
在 Q2 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：NVDA (7.6%)、AAPL (5.0%)、AMZN (3.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.6% 的權重。
在 Q2 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 3 個部位、加碼 156 個部位、減碼 37 個部位以及清倉 4 個部位。 其中最大新建倉標的為 AMRZ。 本季清倉部位包含 DFSEUR。
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。