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
2271 檔
22.0%
Q3 2025 季度申報顯示，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 揭露的美股組合總市值為 US$5500.9億，涵蓋 2271 個不同之權益投資部位。
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 147 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 的前 5 大持股（包含 NVDA, MSFT, AAPL）貢獻了組合市值的 22.0%，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 2271 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 | 7.96% | -0.14% | -17.33% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.70% | -0.54% | +499.95% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.82% | -0.10% | -12.47% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.30% | -0.17% | -11.13% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.55% | +0.25% | -10.60% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.29% | +0.20% | -21.82% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.92% | -0.20% | -18.49% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 1.91% | -0.04% | -20.03% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.58% | +0.03% | -22.87% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | -0.02% | -16.35% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.07% | +0.22% | -18.28% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | +0.11% | -22.64% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 0.82% | -0.09% | -19.31% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 0.75% | -0.06% | -19.40% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.07% | -12.51% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 0.71% | -0.28% | -12.32% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 0.69% | -0.07% | -27.91% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 0.66% | +1.04% | -19.11% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | -0.15% | -19.19% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | -0.09% | -14.86% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 0.64% | -0.14% | -4.55% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.63% | +0.01% | -13.84% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.62% | -0.08% | -4.46% | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.61% | -0.16% | +3.48% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 0.54% | -0.01% | -10.60% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | +0.25% | -12.17% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | -0.02% | +640.53% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.52% | +0.07% | -20.11% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 0.49% | -0.12% | +0.04% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 0.47% | -0.01% | +72.65% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.44% | -0.06% | -8.29% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.44% | -0.11% | -19.58% | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 0.42% | +0.13% | -3.54% | |
| 34 | GE | General Electric | 股票-工業 | 0.42% | +0.09% | -34.19% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | +0.01% | -23.43% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 0.41% | +0.53% | +617.22% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.40% | -0.02% | -7.57% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.40% | -0.03% | -25.10% | |
| 39 | ADBE | Adobe Inc | 股票-科技 | 0.40% | -0.06% | -16.47% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.38% | -0.07% | -13.79% | |
| 41 | LRCX | Lam Research CORP | 股票-科技 | 0.37% | +0.39% | -15.02% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.37% | +0.02% | -17.21% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.36% | -0.05% | -21.42% | |
| 44 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.35% | -0.06% | -22.34% | |
| 45 | MU | Micron Technology Inc | 股票-科技 | 0.35% | +1.20% | -6.30% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.35% | +0.69% | -25.44% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.34% | -0.14% | -25.21% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.34% | -0.02% | -19.77% | |
| 49 | LIN | Linde plc | 股票-原物料 | 0.34% | -0.36% | -33.51% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.33% | -0.04% | -12.32% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +5.1% | -12.47% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +2.9% | -11.13% | 加碼 |
| 3 | NVDA | Nvidia CORP | +2.2% | -17.33% | 減碼 |
| 4 | AVGO | Broadcom Inc | +1% | -10.60% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.7% | +499.95% | 減碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | -21.82% | 減碼 |
| 7 | BAC | Bank Of America CORP | +0.5% | +640.53% | 加碼 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.4% | +3.48% | 加碼 |
| 9 | AMAT | Applied Materials Inc | +0.4% | +617.22% | 加碼 |
| 10 | TSLA | Tesla Inc | +0.4% | -20.03% | 減碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.3% | -22.87% | 減碼 |
| 12 | ORCL | Oracle CORP | +0.3% | -19.40% | 減碼 |
| 13 | PLD | Prologis Inc | +0.2% | -15.90% | 加碼 |
| 14 | UNP | Union Pacific CORP | +0.2% | +72.65% | 加碼 |
| 15 | NTES | Netease Inc-adr | +0.1% | +68860.62% | 加碼 |
| 16 | APP | Applovin Corp-class A | +0.1% | -11.73% | 加碼 |
| 17 | AMT | American Tower CORP | +0.1% | -20.44% | 加碼 |
| 18 | MU | Micron Technology Inc | +0.1% | -6.30% | 減碼 |
| 19 | LRCX | Lam Research CORP | +0.1% | -15.02% | 減碼 |
| 20 | ANET | Arista Networks Inc | +0.1% | -15.35% | 加碼 |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | -7.57% | 加碼 |
| 22 | COF | Capital One Financial CORP | +0.1% | -11.60% | 加碼 |
| 23 | AMD | Advanced Micro Devices | +0.1% | -19.11% | 減碼 |
| 24 | TRV | Travelers Cos Inc/the | +0.1% | -23.72% | 加碼 |
| 25 | HOOD | Robinhood Markets Inc - A | +0.1% | -10.61% | 加碼 |
| 26 | GEV | GE Vernova Inc | +0.1% | -6.99% | 減碼 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | -18.49% | 減碼 |
| 28 | ADI | Analog Devices Inc | +0.1% | -16.99% | 加碼 |
| 29 | APH | Amphenol Corp-cl A | +0.1% | -13.86% | 減碼 |
| 30 | WDAY | Workday Inc-class A | +0.1% | +41.51% | 加碼 |
| 31 | CAT | Caterpillar Inc | +0.1% | -3.54% | 減碼 |
| 32 | IRM | Iron Mountain Inc | +0.1% | +597.88% | 加碼 |
| 33 | AWK | American Water Works Co Inc | +0.1% | +383.03% | 加碼 |
| 34 | MRVL | Marvell Technology Inc | +0.1% | -37.21% | 加碼 |
| 35 | AEP | American Electric Power | +0.1% | -14.27% | 加碼 |
| 36 | WMT | Walmart Inc | 0% | -4.55% | 加碼 |
| 37 | UBER | Uber Technologies Inc | 0% | -9.00% | 加碼 |
| 38 | KLAC | Kla CORP | 0% | -14.87% | 減碼 |
| 39 | JNJ | Johnson & Johnson | 0% | -10.86% | 加碼 |
| 40 | NEM | Newmont CORP | 0% | -23.07% | 減碼 |
| 41 | SNOW | Snowflake Inc | 0% | -6.26% | 加碼 |
| 42 | STX | Seagate Technology Holdings plc | 0% | -18.88% | 減碼 |
| 43 | RBLX | Roblox CORP -class A | 0% | -15.15% | 加碼 |
| 44 | WDC | Western Digital CORP | 0% | -17.26% | 減碼 |
| 45 | GE | General Electric | 0% | -34.19% | 減碼 |
| 46 | C | Citigroup Inc | 0% | -15.99% | 減碼 |
| 47 | ETN | Eaton Corporation plc | 0% | -14.18% | 加碼 |
| 48 | WBD | Warner Bros Discovery Inc | 0% | -5.43% | 加碼 |
| 49 | EA | Electronic Arts Inc | 0% | -6.14% | 加碼 |
| 50 | NET | Cloudflare Inc - Class A | 0% | -12.62% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 在 Q3 2025 季度的美股持倉總市值約為 US$5500.9億，共申報了 2271 個公開持股部位。
在 Q3 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 (8.0%)、MSFT (6.7%)、AAPL (5.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.0% 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
EMBJ
市值: US$2.5億
本季最大獲利了結 / 清倉標的
PDD
前期市值: US$10.6億
在 Q3 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 1 個部位、加碼 52 個部位、減碼 130 個部位以及清倉 17 個部位。 其中最大新建倉標的為 EMBJ。 本季清倉部位包含 PDD。
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。