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: 0001882673
申報總市值
US$1.3億
US$1.3億
118 檔
30.2%
Q4 2025 季度申報顯示，US Asset Management LLC 揭露的美股組合總市值為 US$1.3億，涵蓋 118 個不同之權益投資部位。
在 Q4 2025，US Asset Management LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 106 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, NVDA, MSFT）占據了總市值的 30.2%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
TGT
市值: US$28.4萬
本季最大獲利了結 / 清倉標的
前期市值: US$26.3萬
| # | 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 | AAPL | Apple Inc | 股票-科技 | 8.19% | -0.18% | -0.92% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.94% | -0.03% | -6.40% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.52% | -1.84% | -0.88% | |
| 4 | ✓ | 股票-其他 | 5.61% | — | -0.91% | ||
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.07% | -0.16% | -0.89% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.73% | -0.12% | -0.86% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.65% | -0.19% | -0.87% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.53% | -0.52% | -0.91% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 2.35% | -0.30% | -0.88% | |
| 10 | ✓ | 股票-其他 | 2.01% | — | -0.87% | ||
| 11 | ✓ | 股票-其他 | 1.86% | — | -0.90% | ||
| 12 | ✓ | 股票-其他 | 1.61% | — | -0.93% | ||
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.58% | +0.07% | -0.66% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.43% | -0.05% | -0.83% | |
| 15 | ADI | Analog Devices Inc | 股票-科技 | 1.39% | +0.51% | -0.88% | |
| 16 | CAT | Caterpillar Inc | 股票-工業 | 1.35% | +0.99% | -0.89% | |
| 17 | ✓ | 股票-其他 | 1.33% | — | -6.54% | ||
| 18 | LIN | Linde plc | 股票-原物料 | 1.06% | +0.13% | -0.88% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.03% | -0.05% | -0.84% | |
| 20 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.03% | -0.17% | -1.01% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 1.02% | -0.20% | -0.98% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 0.98% | +1.48% | -0.92% | |
| 23 | AXP | American Express Co | 股票-金融 | 0.95% | -0.15% | -1.04% | |
| 24 | ✓ | 股票-其他 | 0.94% | — | -0.91% | ||
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 0.92% | -0.21% | -0.91% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.88% | -0.25% | +890.87% | |
| 27 | ✓ | 股票-其他 | 0.88% | — | -0.94% | ||
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 0.83% | +0.50% | -0.85% | |
| 29 | GL | Globe Life Inc | 股票-金融 | 0.79% | +0.14% | -11.78% | |
| 30 | ✓ | 股票-其他 | 0.78% | — | -0.77% | ||
| 31 | PAYX | Paychex Inc | 股票-科技 | 0.76% | -0.14% | -0.95% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.74% | -0.16% | -0.82% | |
| 33 | ✓ | 股票-其他 | 0.74% | — | -0.79% | ||
| 34 | C | Citigroup Inc | 股票-金融 | 0.73% | +0.09% | -0.88% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.72% | -0.13% | -0.96% | |
| 36 | ✓ | 股票-其他 | 0.71% | — | -0.60% | ||
| 37 | NVR | Nvr Inc | 股票-循環性消費 | 0.70% | -0.09% | -0.84% | |
| 38 | HON | Honeywell International Inc | 股票-工業 | 0.67% | -0.67% | EXIT | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.65% | +0.01% | -0.78% | |
| 40 | PM | Philip Morris International | 股票-非循環性消費 | 0.64% | +0.03% | -0.89% | |
| 41 | ✓ | 股票-其他 | 0.63% | — | -0.91% | ||
| 42 | ✓ | Proshares Trust | 股票-其他 | 0.63% | — | +55.68% | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.59% | -0.02% | -1.05% | |
| 44 | L | Loews CORP | 股票-金融 | 0.58% | +0.01% | -0.87% | |
| 45 | GD | General Dynamics CORP | 股票-工業 | 0.58% | -0.02% | -0.99% | |
| 46 | ✓ | News Corp-b | 股票-其他 | 0.57% | — | -0.69% | |
| 47 | ✓ | 股票-其他 | 0.57% | — | -0.97% | ||
| 48 | SYK | Stryker CORP | 股票-醫療保健 | 0.53% | -0.08% | -1.17% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | -0.06% | -0.95% | |
| 50 | AMGN | Amgen Inc | 股票-醫療保健 | 0.53% | +0.07% | -0.65% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.2% | -0.91% | 減碼 | |
| 2 | LLY | Eli Lilly & Co | +0.4% | -0.66% | 減碼 |
| 3 | ✓ | +0.4% | -0.87% | 減碼 | |
| 4 | AAPL | Apple Inc | +0.4% | -0.92% | 減碼 |
| 5 | AMD | Advanced Micro Devices | +0.2% | -0.92% | 減碼 |
| 6 | CAT | Caterpillar Inc | +0.2% | -0.89% | 減碼 |
| 7 | AMZN | Amazon.com Inc | +0.1% | -0.89% | 減碼 |
| 8 | ✓ | +0.1% | -0.93% | 減碼 | |
| 9 | ✓ | +0.1% | -0.91% | 減碼 | |
| 10 | ADI | Analog Devices Inc | +0.1% | -0.88% | 減碼 |
| 11 | DHR | Danaher CORP | +0.1% | -0.91% | 減碼 |
| 12 | AVGO | Broadcom Inc | +0.1% | -0.86% | 減碼 |
| 13 | ✓ | +0.1% | -0.94% | 減碼 | |
| 14 | C | Citigroup Inc | +0.1% | -0.88% | 減碼 |
| 15 | AXP | American Express Co | +0.1% | -1.04% | 減碼 |
| 16 | BAC | Bank Of America CORP | +0.1% | -0.83% | 減碼 |
| 17 | AMGN | Amgen Inc | +0.1% | -0.65% | 減碼 |
| 18 | ✓ | +0.1% | -0.79% | 減碼 | |
| 19 | DOV | Dover CORP | +0.1% | -0.94% | 減碼 |
| 20 | TMO | Thermo Fisher Scientific Inc | 0% | -1.15% | 減碼 |
| 21 | PLD | Prologis Inc | 0% | -1.31% | 減碼 |
| 22 | GILD | Gilead Sciences Inc | 0% | -0.93% | 減碼 |
| 23 | INTC | Intel CORP | 0% | -0.95% | 減碼 |
| 24 | MLI | Mueller Industries Inc | 0% | +3.46% | 加碼 |
| 25 | WMT | Walmart Inc | 0% | -1.05% | 減碼 |
| 26 | RTX | Rtx CORP | 0% | -0.56% | 減碼 |
| 27 | RVTY | Revvity Inc | 0% | -0.66% | 減碼 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -0.87% | 減碼 |
| 29 | ✓ | 0% | -0.90% | 減碼 | |
| 30 | L | Loews CORP | 0% | -0.87% | 減碼 |
| 31 | FTV | Fortive CORP | 0% | -0.66% | 減碼 |
| 32 | IBM | Intl Business Machines CORP | 0% | -0.95% | 減碼 |
| 33 | TJX | Tjx Companies Inc | 0% | -0.62% | 減碼 |
| 34 | COR | Cencora Inc | 0% | -1.76% | 減碼 |
| 35 | JNJ | Johnson & Johnson | 0% | -1.18% | 減碼 |
| 36 | CEG | Constellation Energy | 0% | -0.79% | 減碼 |
| 37 | GEV | GE Vernova Inc | 0% | -1.34% | 減碼 |
| 38 | XOM | Exxon Mobil CORP | 0% | -1.46% | 減碼 |
| 39 | USB | US Bancorp | 0% | -0.98% | 減碼 |
| 40 | CB | Chubb Limited | 0% | -0.68% | 減碼 |
| 41 | ✓ | 0% | -1.43% | 減碼 | |
| 42 | CVS | Cvs Health CORP | 0% | -0.98% | 減碼 |
| 43 | KO | Coca-cola Co/the | 0% | -0.55% | 減碼 |
| 44 | ✓ | 0% | +3.35% | 加碼 | |
| 45 | APA | Apa CORP | 0% | +0.05% | 加碼 |
| 46 | PNC | Pnc Financial Services Group | — | -1.34% | 減碼 |
| 47 | QCOM | Qualcomm Inc | — | -0.90% | 減碼 |
| 48 | BDX | Becton Dickinson And Co | — | -1.18% | 減碼 |
| 49 | ✓ | — | -0.69% | 減碼 | |
| 50 | DXCM | Dexcom Inc | — | -0.93% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，US Asset Management LLC 在 Q4 2025 季度的美股持倉總市值約為 US$1.3億，共申報了 118 個公開持股部位。
在 Q4 2025 季度，US Asset Management LLC 按市值排列的前三大核心持股分別為：AAPL (8.2%)、NVDA (7.9%)、MSFT (6.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.2% 的權重。
在 Q4 2025 季度中，US Asset Management LLC 共進行了 118 項持倉異動，包含新建倉 4 個部位、加碼 7 個部位、減碼 106 個部位以及清倉 1 個部位。 其中最大新建倉標的為 TGT。 本季清倉部位包含 。
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。
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。
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。