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: 0002057170
申報總市值
US$654.2億
US$654.2億
2087 檔
22.2%
Universal- Beteiligungs- und Servicegesellschaft mbH 在 Q3 2025 季度的美股部位總計估值為 US$654.2億，分散於 2087 個持倉標的之中，反映其市場參與廣度與投資規模。
Universal- Beteiligungs- und Servicegesellschaft mbH 於 Q3 2025 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 33 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 NVDA, MSFT, AAPL）累計市值佔比達 22.2%，是驅動 Universal- Beteiligungs- und Servicegesellschaft mbH 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 2087 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 | 6.89% | -0.19% | +0.42% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.11% | -0.55% | -1.74% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.71% | -0.06% | +2.23% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.41% | -0.08% | +1.33% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.99% | +0.10% | -5.74% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.46% | -0.39% | -2.49% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.05% | +0.17% | -2.14% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.66% | +0.05% | -1.79% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.30% | -0.02% | -4.85% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | -0.01% | -1.76% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.12% | -3.31% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.02% | -0.12% | +3.81% | |
| 13 | NFLX | Netflix Inc | 股票-通訊服務 | 0.93% | -0.28% | +4.43% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.80% | +0.17% | +9.11% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.08% | +2.07% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | -0.07% | -5.59% | |
| 17 | LIN | Linde plc | 股票-原物料 | 0.70% | -0.09% | +3.80% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.59% | -0.01% | -0.94% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.07% | -10.79% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 0.53% | -0.10% | +8.76% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.52% | -0.06% | +8.48% | |
| 22 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.52% | -0.08% | +2.69% | |
| 23 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.50% | -0.02% | -4.98% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.49% | -0.08% | -1.63% | |
| 25 | INTU | Intuit Inc | 股票-科技 | 0.49% | -0.18% | -0.01% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | +0.17% | +2.45% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 0.48% | -0.16% | +0.56% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | -0.04% | -0.45% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 0.46% | -0.08% | -3.85% | |
| 30 | UBER | Uber Technologies Inc | 股票-工業 | 0.46% | -0.05% | +9.41% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | -0.12% | +12.28% | |
| 32 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.42% | -0.07% | +3.75% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | -0.02% | -1.84% | |
| 34 | NOW | Servicenow Inc | 股票-科技 | 0.42% | -0.02% | +17.27% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.40% | — | +0.76% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 0.39% | +0.43% | -0.30% | |
| 37 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.39% | -0.05% | +14.91% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | -0.06% | -5.62% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.38% | -0.07% | +10.96% | |
| 40 | SPGI | S&p Global Inc | 股票-金融 | 0.38% | -0.03% | -5.15% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.38% | -0.02% | +9.22% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.38% | +0.93% | -0.73% | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.37% | +0.01% | -4.63% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.36% | +0.10% | +2.09% | |
| 45 | LRCX | Lam Research CORP | 股票-科技 | 0.35% | +0.37% | -17.88% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.35% | +0.09% | +5.36% | |
| 47 | APP | Applovin Corp-class A | 股票-科技 | 0.35% | +0.03% | +7.91% | |
| 48 | WELL | Welltower Inc | 股票-房地產 | 0.35% | +0.03% | -16.38% | |
| 49 | BLK | Blackrock Inc | 股票-金融 | 0.34% | -0.02% | -4.14% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.34% | -0.06% | +3.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | +0.42% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.8% | -2.14% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.8% | -1.74% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.7% | -5.74% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | -1.79% | 減碼 |
| 6 | TSLA | Tesla Inc | +0.3% | -4.85% | 減碼 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | +3.75% | 加碼 |
| 8 | APP | Applovin Corp-class A | +0.2% | +7.91% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -2.49% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -3.31% | 加碼 |
| 11 | ORCL | Oracle CORP | +0.2% | -10.79% | 減碼 |
| 12 | NFLX | Netflix Inc | +0.2% | +4.43% | 加碼 |
| 13 | UBER | Uber Technologies Inc | +0.1% | +9.41% | 加碼 |
| 14 | SPOT | Spotify Technology S.A. | +0.1% | +14.91% | 加碼 |
| 15 | AMAT | Applied Materials Inc | +0.1% | -0.30% | 加碼 |
| 16 | LRCX | Lam Research CORP | +0.1% | -17.88% | 減碼 |
| 17 | ANET | Arista Networks Inc | +0.1% | -6.71% | 加碼 |
| 18 | GE | General Electric | +0.1% | -0.62% | 加碼 |
| 19 | MU | Micron Technology Inc | +0.1% | -11.28% | 減碼 |
| 20 | AMD | Advanced Micro Devices | +0.1% | -0.73% | 減碼 |
| 21 | BX | Blackstone Inc | +0.1% | +64.83% | 加碼 |
| 22 | DIS | Walt Disney Co/the | +0.1% | +10.96% | 加碼 |
| 23 | APH | Amphenol Corp-cl A | +0.1% | -2.47% | 減碼 |
| 24 | KLAC | Kla CORP | +0.1% | +3.02% | 加碼 |
| 25 | GEV | GE Vernova Inc | +0.1% | -0.98% | 加碼 |
| 26 | AXP | American Express Co | +0.1% | +0.76% | 加碼 |
| 27 | NOW | Servicenow Inc | +0.1% | +17.27% | 加碼 |
| 28 | NEM | Newmont CORP | +0.1% | +2.50% | 減碼 |
| 29 | QGEN | Qiagen N.V. | +0.1% | +18.25% | 加碼 |
| 30 | BKNG | Booking Holdings Inc | 0% | -4.98% | 加碼 |
| 31 | INTC | Intel CORP | 0% | -4.35% | 加碼 |
| 32 | CAT | Caterpillar Inc | 0% | -2.86% | 加碼 |
| 33 | GS | Goldman Sachs Group Inc | 0% | -2.84% | 減碼 |
| 34 | INTU | Intuit Inc | 0% | -0.01% | 加碼 |
| 35 | HD | Home Depot Inc | 0% | +8.48% | 加碼 |
| 36 | MELI | Mercadolibre Inc | 0% | +2.69% | 加碼 |
| 37 | CSCO | Cisco Systems Inc | 0% | +2.45% | 加碼 |
| 38 | AMZN | Amazon.com Inc | 0% | +1.33% | 加碼 |
| 39 | AAPL | Apple Inc | 0% | +2.23% | 加碼 |
| 40 | MA | Mastercard Inc - A | -0.1% | +3.81% | 加碼 |
| 41 | LIN | Linde plc | -0.1% | +3.80% | 加碼 |
| 42 | LLY | Eli Lilly & Co | -0.1% | +9.11% | 加碼 |
| 43 | ELV | Elevance Health Inc | -0.1% | -11.37% | 減碼 |
| 44 | MRSH | Marsh & Mclennan Cos | -0.1% | -1.20% | 減碼 |
| 45 | AMGN | Amgen Inc | -0.2% | +0.06% | 減碼 |
| 46 | V | Visa Inc-class A Shares | -0.2% | -1.76% | 加碼 |
| 47 | XOM | Exxon Mobil CORP | -0.2% | -14.91% | 減碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.4% | +2.09% | 減碼 |
| 49 | AMRZ | Amrize Ltd | — | NEW | 新建倉 |
| 50 | AKAM 0.125 05-01-25債券 | Akamai Technologies Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Universal- Beteiligungs- und Servicegesellschaft mbH 在 Q3 2025 季度的美股持倉總市值約為 US$654.2億，共申報了 2087 個公開持股部位。
在 Q3 2025 季度，Universal- Beteiligungs- und Servicegesellschaft mbH 按市值排列的前三大核心持股分別為：NVDA (6.9%)、MSFT (6.1%)、AAPL (4.7%)。其中最大持股部位 NVDA 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
AMRZ
市值: US$6830.7萬
本季最大獲利了結 / 清倉標的
AKAM 0.125 05-01-25
前期市值: US$4509.9萬
在 Q3 2025 季度中，Universal- Beteiligungs- und Servicegesellschaft mbH 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 33 個部位、減碼 15 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AMRZ。 本季清倉部位包含 AKAM 0.125 05-01-25。
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。