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: 0001716607
申報總市值
US$91.6億
US$91.6億
488 檔
25.2%
截至 Q3 2025 季度末，Union Bancaire Privee, UBP SA 的美股持倉估值約為 US$91.6億，全數申報部位共有 488 檔。
在 Q3 2025，Union Bancaire Privee, UBP SA 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 26 檔、減碼 22 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AMZN, NVDA）占據了總市值的 25.2%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 488 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 | 20.45% | -4.71% | -9.31% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.63% | -0.18% | -3.31% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.25% | -0.47% | +3.42% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.76% | -0.16% | -2.10% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.74% | -0.14% | +74.27% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.61% | -0.31% | -16.48% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.60% | -0.25% | -12.89% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.45% | -0.11% | -4.99% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.29% | -0.33% | +4.24% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.24% | +0.03% | -0.16% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.19% | -0.08% | -7.95% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.09% | +0.05% | -16.96% | |
| 13 | OBDC | Blue Owl Capital CORP | 股票-金融 | 1.91% | +0.23% | — | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.66% | +0.57% | +2531.44% | |
| 15 | HTGC | Hercules Capital Inc | 股票-金融 | 1.45% | +0.18% | — | |
| 16 | INTU | Intuit Inc | 股票-科技 | 1.37% | -0.13% | -10.82% | |
| 17 | NDAQ | Nasdaq Inc | 股票-金融 | 1.22% | -0.15% | -24.51% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.17% | -0.07% | +18.42% | |
| 19 | TRIN | Trinity Capital Inc | 股票-其他 | 1.13% | +0.18% | +181.79% | |
| 20 | AZO | Autozone Inc | 股票-循環性消費 | 1.13% | -0.15% | -1.08% | |
| 21 | SPGI | S&p Global Inc | 股票-金融 | 1.02% | -0.10% | -39.31% | |
| 22 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 1.00% | +0.14% | -18.40% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.95% | -0.28% | +12.97% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.95% | +0.14% | +5.01% | |
| 25 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 0.94% | +0.10% | — | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.87% | -0.09% | -22.03% | |
| 27 | ECL | Ecolab Inc | 股票-原物料 | 0.86% | -0.10% | -17.07% | |
| 28 | HPP | Hudson Pacific Properties, Inc. | 股票-其他 | 0.79% | — | — | |
| 29 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.78% | +0.05% | -17.10% | |
| 30 | PH | Parker Hannifin CORP | 股票-工業 | 0.76% | — | -9.46% | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 0.74% | -0.30% | +1.79% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.71% | -0.16% | -10.46% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.65% | +2.22% | -0.39% | |
| 34 | ROP | Roper Technologies Inc | 股票-科技 | 0.62% | -0.05% | -19.78% | |
| 35 | PWR | Quanta Services Inc | 股票-工業 | 0.62% | +0.18% | -36.64% | |
| 36 | NMFC | New Mountain Finance CORP | 股票-其他 | 0.59% | +0.06% | — | |
| 37 | GAIN | Gladstone Investment CORP | 股票-其他 | 0.58% | +0.10% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | -0.26% | -3.72% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | +0.29% | -11.48% | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.55% | -0.19% | +24.02% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.50% | -4.88% | |
| 42 | RSG | Republic Services Inc | 股票-工業 | 0.52% | -0.20% | +51.54% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.50% | -0.13% | +9.42% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | -0.09% | -2.03% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.50% | -0.01% | +7.41% | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.50% | — | +6.48% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.49% | +0.03% | -13.64% | |
| 48 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.49% | -0.22% | +35.46% | |
| 49 | GSBD | Goldman Sachs Bdc Inc | 股票-其他 | 0.48% | +0.06% | -32.85% | |
| 50 | CSWC | Capital Southwest CORP | 股票-其他 | 0.44% | +0.07% | -34.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | OBDC | Blue Owl Capital CORP | +1.9% | — | 加碼 |
| 2 | HTGC | Hercules Capital Inc | +1.4% | — | 加碼 |
| 3 | CSCO | Cisco Systems Inc | +1.4% | +2531.44% | 加碼 |
| 4 | ORCL | Oracle CORP | +1.2% | -16.96% | 減碼 |
| 5 | JPM | Jpmorgan Chase & Co | +1.2% | +74.27% | 加碼 |
| 6 | ABBV | Abbvie Inc | +1.2% | +18.42% | 加碼 |
| 7 | TRIN | Trinity Capital Inc | +1.1% | +181.79% | 加碼 |
| 8 | GBDC | Golub Capital Bdc Inc | +1% | -18.40% | 減碼 |
| 9 | TSLX | Sixth Street Specialty Lendi | +0.9% | — | 加碼 |
| 10 | AZO | Autozone Inc | +0.9% | -1.08% | 加碼 |
| 11 | HPP | Hudson Pacific Properties, Inc. | +0.8% | — | 不變 |
| 12 | NVDA | Nvidia CORP | +0.7% | +3.42% | 加碼 |
| 13 | NMFC | New Mountain Finance CORP | +0.6% | — | 加碼 |
| 14 | GAIN | Gladstone Investment CORP | +0.6% | — | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.10% | 加碼 |
| 16 | NFLX | Netflix Inc | +0.5% | +12.97% | 加碼 |
| 17 | GSBD | Goldman Sachs Bdc Inc | +0.5% | -32.85% | 減碼 |
| 18 | RTX | Rtx CORP | +0.5% | +9.42% | 加碼 |
| 19 | VRT | Vertiv Holdings Co-a | +0.4% | +35.46% | 加碼 |
| 20 | CSWC | Capital Southwest CORP | +0.4% | -34.85% | 減碼 |
| 21 | AVGO | Broadcom Inc | +0.4% | -12.89% | 減碼 |
| 22 | MRK | Merck & Co. Inc. | +0.4% | +6.48% | 加碼 |
| 23 | EQT | Eqt CORP | +0.3% | -11.91% | 加碼 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -7.95% | 減碼 |
| 25 | BABA | Alibaba Group Holding-sp Adr | +0.3% | -10.04% | 加碼 |
| 26 | GE | General Electric | +0.3% | +6.12% | 加碼 |
| 27 | PLTR | Palantir Technologies Inc-a | +0.2% | +24.02% | 加碼 |
| 28 | URI | United Rentals Inc | +0.2% | +14.14% | 加碼 |
| 29 | KGC | Kinross Gold CORP | +0.2% | -15.88% | 加碼 |
| 30 | META | Meta Platforms Inc-class A | +0.2% | +4.24% | 加碼 |
| 31 | VST | Vistra CORP | +0.2% | +14.24% | 加碼 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.41% | 加碼 |
| 33 | PH | Parker Hannifin CORP | +0.1% | -9.46% | 加碼 |
| 34 | MCK | Mckesson CORP | -0.3% | -70.80% | 減碼 |
| 35 | MRSH | Marsh & Mclennan Cos | -0.4% | -71.86% | 減碼 |
| 36 | UNH | Unitedhealth Group Inc | -0.5% | — | 減碼 |
| 37 | AAPL | Apple Inc | -0.5% | -0.16% | 減碼 |
| 38 | GOOG | Alphabet Inc-cl C | -0.5% | -16.48% | 減碼 |
| 39 | CVX | Chevron CORP | -0.6% | -4.88% | 減碼 |
| 40 | ECL | Ecolab Inc | -0.7% | -17.07% | 減碼 |
| 41 | ROP | Roper Technologies Inc | -0.8% | -19.78% | 減碼 |
| 42 | NDAQ | Nasdaq Inc | -0.9% | -24.51% | 減碼 |
| 43 | ADBE | Adobe Inc | -1.1% | -89.48% | 減碼 |
| 44 | DHR | Danaher CORP | -1.2% | — | 減碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | -1.2% | -30.63% | 減碼 |
| 46 | MSFT | Microsoft CORP | -1.4% | -9.31% | 減碼 |
| 47 | CRM | Salesforce Inc | -1.5% | -95.67% | 減碼 |
| 48 | V | Visa Inc-class A Shares | -1.6% | -4.99% | 減碼 |
| 49 | SPGI | S&p Global Inc | -1.7% | -39.31% | 減碼 |
| 50 | TJX | Tjx Companies Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Union Bancaire Privee, UBP SA 在 Q3 2025 季度的美股持倉總市值約為 US$91.6億，共申報了 488 個公開持股部位。
在 Q3 2025 季度，Union Bancaire Privee, UBP SA 按市值排列的前三大核心持股分別為：MSFT (20.4%)、AMZN (3.6%)、NVDA (3.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 20.4% 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
TJX
市值: US$3027.5萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$11.3億
在 Q3 2025 季度中，Union Bancaire Privee, UBP SA 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 26 個部位、減碼 22 個部位以及清倉 0 個部位。 其中最大新建倉標的為 TJX。
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。