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。
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CIK: 0002054855
申報總市值
US$1.1億
US$1.1億
135 檔
15.6%
在 Q4 2025 申報期間，Unified Investment Management（CIK: 0002054855）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$1.1億，共持有 135 個公開申報部位。
從 Q4 2025 申報觀察，Unified Investment Management 採取防禦導向的調倉策略，本季減碼 25 檔個股並出清 4 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Unified Investment Management 的前 5 大核心持股（包含 GPC, NVDA, MSFT 等）合計佔整體申報市值的 15.6%，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 | GPC | Genuine Parts Co | 股票-循環性消費 | 6.88% | +0.04% | -0.29% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.71% | +0.10% | +24.87% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | -0.36% | +15.53% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.43% | -0.24% | +0.25% | |
| 5 | VNLA | Janus Henderson Short Durati | ETF-其他 | 2.40% | -0.23% | +0.27% | |
| 6 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 2.12% | -0.22% | -0.16% | |
| 7 | GVI | Ishares Intermediate Governm | ETF-其他 | 2.06% | -0.20% | +0.23% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.02% | -0.19% | +0.34% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.94% | -0.03% | -0.36% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.90% | +0.04% | +2.83% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | +0.02% | -0.76% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.78% | +0.33% | -2.49% | |
| 13 | URI | United Rentals Inc | 股票-工業 | 1.74% | +0.51% | — | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.64% | -0.18% | -0.10% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.64% | +0.29% | -0.20% | |
| 16 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 1.46% | +0.16% | -1.23% | |
| 17 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.45% | -0.43% | -0.02% | |
| 18 | SHEL | Shell Plc-adr | 股票-能源 | 1.38% | -0.46% | +0.21% | |
| 19 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.15% | -0.07% | +0.02% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.11% | -0.08% | -0.13% | |
| 21 | CRM | Salesforce Inc | 股票-科技 | 1.09% | -0.29% | +7.33% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.09% | -0.01% | +0.19% | |
| 23 | GNRC | Generac Holdings Inc | 股票-工業 | 1.09% | +0.42% | +2.80% | |
| 24 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.09% | +0.79% | -0.64% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | +0.02% | +0.62% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.07% | +0.14% | -7.77% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 1.05% | +0.26% | +0.30% | |
| 28 | NXT | Nextpower Inc-cl A | 股票-科技 | 1.03% | -0.27% | -11.35% | |
| 29 | COF | Capital One Financial CORP | 股票-金融 | 1.01% | +0.03% | +0.36% | |
| 30 | QGRO | American Century US Quality | ETF-其他 | 1.01% | +0.01% | -0.31% | |
| 31 | APTV | Aptiv PLC | 股票-循環性消費 | 0.94% | +0.71% | NEW | |
| 32 | AXP | American Express Co | 股票-金融 | 0.94% | — | -1.13% | |
| 33 | ZG | Zillow Group Inc - A | 股票-通訊服務 | 0.93% | -0.26% | -2.24% | |
| 34 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.85% | +0.02% | -1.35% | |
| 35 | ANET | Arista Networks Inc | 股票-科技 | 0.82% | +0.19% | +2.40% | |
| 36 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 0.82% | -0.10% | — | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.31% | — | |
| 38 | MTCH | Match Group Inc | 股票-通訊服務 | 0.79% | -0.14% | -4.16% | |
| 39 | PWR | Quanta Services Inc | 股票-工業 | 0.77% | +0.15% | — | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.77% | -0.55% | EXIT | |
| 41 | FDX | Fedex CORP | 股票-工業 | 0.76% | -0.17% | +0.04% | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.76% | -0.01% | +0.55% | |
| 43 | ALB | Albemarle CORP | 股票-原物料 | 0.76% | -0.38% | -2.54% | |
| 44 | T | At&t Inc | 股票-通訊服務 | 0.74% | -0.29% | +0.43% | |
| 45 | C | Citigroup Inc | 股票-金融 | 0.73% | +0.07% | -2.15% | |
| 46 | PTC | Ptc Inc | 股票-科技 | 0.72% | -0.21% | -0.05% | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.72% | +0.73% | -2.72% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.71% | -0.08% | -1.48% | |
| 49 | MSCI | Msci Inc | 股票-金融 | 0.64% | -0.03% | — | |
| 50 | VMC | Vulcan Materials Co | 股票-原物料 | 0.64% | -0.02% | -0.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +24.87% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.49% | 減碼 |
| 3 | ALB | Albemarle CORP | +0.3% | -2.54% | 減碼 |
| 4 | MRK | Merck & Co. Inc. | +0.2% | +0.19% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.2% | +15.53% | 加碼 |
| 6 | CRM | Salesforce Inc | +0.2% | +7.33% | 加碼 |
| 7 | MU | Micron Technology Inc | +0.2% | -1.56% | 減碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +2.83% | 加碼 |
| 9 | FDX | Fedex CORP | +0.1% | +0.04% | 加碼 |
| 10 | DLTR | Dollar Tree Inc | +0.1% | +8.14% | 加碼 |
| 11 | AMAT | Applied Materials Inc | +0.1% | -2.72% | 減碼 |
| 12 | COF | Capital One Financial CORP | +0.1% | +0.36% | 加碼 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +0.30% | 加碼 |
| 14 | AAPL | Apple Inc | +0.1% | -0.36% | 減碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -0.13% | 減碼 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +2.20% | 加碼 |
| 17 | AXP | American Express Co | +0.1% | -1.13% | 減碼 |
| 18 | C | Citigroup Inc | +0.1% | -2.15% | 減碼 |
| 19 | ABNB | Airbnb Inc-class A | +0.1% | -1.35% | 減碼 |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | -0.10% | 減碼 |
| 21 | DGX | Quest Diagnostics Inc | -0.1% | -0.39% | 減碼 |
| 22 | IYW | Ishares Ustechnology ETF | -0.1% | -7.77% | 減碼 |
| 23 | IYF | Ishares US Financials ETF | -0.1% | -13.08% | 減碼 |
| 24 | ANET | Arista Networks Inc | -0.1% | +2.40% | 加碼 |
| 25 | ZG | Zillow Group Inc - A | -0.1% | -2.24% | 減碼 |
| 26 | T | At&t Inc | -0.1% | +0.43% | 加碼 |
| 27 | PANW | Palo Alto Networks Inc | -0.1% | -0.64% | 減碼 |
| 28 | ZTS | Zoetis Inc | -0.1% | -9.01% | 減碼 |
| 29 | SIRI | Sirius Xm Holdings Inc | -0.1% | -22.97% | 減碼 |
| 30 | APTV | Aptiv PLC | -0.1% | +1.32% | 加碼 |
| 31 | MTCH | Match Group Inc | -0.1% | -4.16% | 減碼 |
| 32 | PTC | Ptc Inc | -0.1% | -0.05% | 減碼 |
| 33 | HD | Home Depot Inc | -0.1% | +0.55% | 加碼 |
| 34 | HALO | Halozyme Therapeutics Inc | -0.1% | -1.23% | 減碼 |
| 35 | UBER | Uber Technologies Inc | -0.1% | -4.46% | 減碼 |
| 36 | SFM | Sprouts Farmers Market Inc | -0.2% | +4.61% | 加碼 |
| 37 | PYPL | Paypal Holdings Inc | -0.2% | -0.02% | 減碼 |
| 38 | GNRC | Generac Holdings Inc | -0.2% | +2.80% | 加碼 |
| 39 | URI | United Rentals Inc | -0.3% | — | 不變 |
| 40 | CNXC | Concentrix CORP | -0.4% | -59.11% | 減碼 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -58.02% | 減碼 |
| 42 | GPC | Genuine Parts Co | -0.9% | -0.29% | 減碼 |
| 43 | ACN | Accenture plc | — | NEW | 新建倉 |
| 44 | DAR | Darling Ingredients Inc | — | EXIT | 清倉 |
| 45 | TAP | Molson Coors Beverage Co - B | — | EXIT | 清倉 |
| 46 | SPSC | Sps Commerce Inc | — | NEW | 新建倉 |
| 47 | TSLA | Tesla Inc | — | EXIT | 清倉 |
| 48 | IDXX | Idexx Laboratories Inc | — | NEW | 新建倉 |
| 49 | MS | Morgan Stanley | — | NEW | 新建倉 |
| 50 | EVH | Evolent Health Inc - A | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Unified Investment Management 在 Q4 2025 季度的美股持倉總市值約為 US$1.1億，共申報了 135 個公開持股部位。
在 Q4 2025 季度，Unified Investment Management 按市值排列的前三大核心持股分別為：GPC (6.9%)、NVDA (2.7%)、MSFT (2.5%)。其中最大持股部位 GPC 佔據整體投資組合約 6.9% 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
ACN
市值: US$42.5萬
本季最大獲利了結 / 清倉標的
DAR
前期市值: US$26.3萬
在 Q4 2025 季度中，Unified Investment Management 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 16 個部位、減碼 25 個部位以及清倉 4 個部位。 其中最大新建倉標的為 ACN。 本季清倉部位包含 DAR。
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。