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: 0001061186
申報總市值
US$551.6億
US$551.6億
219 檔
23.6%
Q2 2025 季度申報顯示，Wcm Investment Management, LLC 揭露的美股組合總市值為 US$551.6億，涵蓋 219 個不同之權益投資部位。
在 Q2 2025，Wcm Investment Management, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 57 個部位並完全清倉 52 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 SE, SPOT, TSM）占據了總市值的 23.6%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 219 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 | SE | Sea Ltd-adr | 股票-通訊服務 | 9.38% | -0.32% | +2.63% | |
| 2 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 5.91% | -0.24% | -0.77% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.25% | +0.90% | +3.33% | |
| 4 | PM | Philip Morris International | 股票-非循環性消費 | 4.66% | -0.64% | +24968.04% | |
| 5 | APP | Applovin Corp-class A | 股票-科技 | 4.46% | -0.90% | -8.81% | |
| 6 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 4.21% | -0.26% | +1.57% | |
| 7 | LIN | Linde plc | 股票-原物料 | 3.60% | -0.73% | +1.85% | |
| 8 | CPNG | Coupang Inc | 股票-循環性消費 | 3.46% | — | -1.00% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.14% | -0.03% | +5.30% | |
| 10 | CP | Canadian Pacific Kansas City | 股票-工業 | 2.99% | -0.44% | -1.33% | |
| 11 | MELI | Mercadolibre Inc | 股票-循環性消費 | 2.90% | — | -0.92% | |
| 12 | MNDY | monday.com Ltd. | 股票-科技 | 2.86% | — | -0.24% | |
| 13 | ASML | ASML Holding N.V. | 股票-科技 | 2.81% | +0.59% | -0.78% | |
| 14 | WCN | Waste Connections Inc | 股票-工業 | 2.76% | -0.28% | +1.85% | |
| 15 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.75% | -0.62% | -0.79% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 2.33% | -0.07% | +5.71% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | -0.26% | +3.72% | |
| 18 | NU | Nu Holdings Ltd. | 股票-金融 | 2.23% | -0.48% | -4.11% | |
| 19 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 2.19% | +0.11% | +3615.75% | |
| 20 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.79% | -0.16% | +5.48% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.73% | -0.10% | +4.24% | |
| 22 | AON | Aon plc | 股票-金融 | 1.64% | -0.33% | -0.56% | |
| 23 | MCK | Mckesson CORP | 股票-醫療保健 | 1.62% | -0.53% | -9.63% | |
| 24 | TEAM | Atlassian Corp-cl A | 股票-科技 | 1.56% | — | -0.85% | |
| 25 | CTVA | Corteva Inc | 股票-原物料 | 1.54% | -0.30% | +29.61% | |
| 26 | GDDY | Godaddy Inc - Class A | 股票-科技 | 1.51% | -0.62% | +5.75% | |
| 27 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.44% | -0.31% | +5.83% | |
| 28 | GE | General Electric | 股票-工業 | 1.39% | -0.33% | -23.85% | |
| 29 | RGA | Reinsurance Group Of America | 股票-金融 | 1.19% | -0.12% | +5.01% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.17% | -0.09% | +5.89% | |
| 31 | STE | STERIS plc | 股票-醫療保健 | 1.14% | — | -53.40% | |
| 32 | ILMN | Illumina Inc | 股票-醫療保健 | 0.96% | +0.41% | +5.92% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.90% | — | +4.56% | |
| 34 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.84% | -0.32% | EXIT | |
| 35 | GEV | GE Vernova Inc | 股票-工業 | 0.78% | — | +4.71% | |
| 36 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.51% | — | -39.62% | |
| 37 | FRPT | Freshpet Inc | 股票-非循環性消費 | 0.43% | — | -1.35% | |
| 38 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.42% | — | -33.72% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.41% | +0.03% | -36.30% | |
| 40 | UBS | UBS Group AG | 股票-金融 | 0.40% | +0.06% | -1.56% | |
| 41 | CNQ | Canadian Natural Resources | 股票-能源 | 0.33% | -0.16% | +3.80% | |
| 42 | CLS | Celestica Inc | 股票-科技 | 0.31% | +0.05% | -7.76% | |
| 43 | ✓ | Inter & Co Inc | 股票-其他 | 0.15% | -0.18% | +170.55% | |
| 44 | BAP | Credicorp Ltd. | 股票-金融 | 0.14% | — | -3.62% | |
| 45 | ADUS | Addus Homecare CORP | 股票-其他 | 0.13% | -0.02% | -1.16% | |
| 46 | SN | SharkNinja, Inc. | 股票-循環性消費 | 0.13% | +0.07% | +159.67% | |
| 47 | CRS | Carpenter Technology | 股票-工業 | 0.13% | -0.13% | +27.51% | |
| 48 | TPR | Tapestry Inc | 股票-循環性消費 | 0.11% | +0.01% | +4.94% | |
| 49 | VRRM | Verra Mobility CORP | 股票-其他 | 0.11% | -0.03% | EXIT | |
| 50 | ESI | Element Solutions Inc | 股票-原物料 | 0.09% | -0.03% | -1.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PM | Philip Morris International | +4.6% | +24968.04% | 加碼 |
| 2 | HOOD | Robinhood Markets Inc - A | +2.2% | +3615.75% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1.1% | +3.33% | 加碼 |
| 4 | SPOT | Spotify Technology S.A. | +1% | -0.77% | 減碼 |
| 5 | SE | Sea Ltd-adr | +0.9% | +2.63% | 加碼 |
| 6 | CPNG | Coupang Inc | +0.6% | -1.00% | 減碼 |
| 7 | NVDA | Nvidia CORP | +0.6% | +5.71% | 加碼 |
| 8 | CTVA | Corteva Inc | +0.4% | +29.61% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.4% | +3.72% | 加碼 |
| 10 | GEV | GE Vernova Inc | +0.3% | +4.71% | 加碼 |
| 11 | MNDY | monday.com Ltd. | +0.3% | -0.24% | 減碼 |
| 12 | MELI | Mercadolibre Inc | +0.3% | -0.92% | 減碼 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +5.30% | 加碼 |
| 14 | NU | Nu Holdings Ltd. | +0.2% | -4.11% | 減碼 |
| 15 | ASML | ASML Holding N.V. | +0.1% | -0.78% | 減碼 |
| 16 | ILMN | Illumina Inc | +0.1% | +5.92% | 加碼 |
| 17 | CLS | Celestica Inc | +0.1% | -7.76% | 減碼 |
| 18 | ✓ | Inter & Co Inc | +0.1% | +170.55% | 加碼 |
| 19 | SN | SharkNinja, Inc. | +0.1% | +159.67% | 加碼 |
| 20 | CRS | Carpenter Technology | +0.1% | +27.51% | 加碼 |
| 21 | THC | Tenet Healthcare CORP | +0.1% | NEW | 新建倉 |
| 22 | STRL | Sterling Infrastructure Inc | +0.1% | +42.65% | 加碼 |
| 23 | WELL | Welltower Inc | +0.1% | NEW | 新建倉 |
| 24 | TTAN | Servicetitan Inc-a | +0.1% | +215.40% | 加碼 |
| 25 | WIX | Wix.com Ltd. | 0% | +420.23% | 加碼 |
| 26 | MRX | Marex Group plc | 0% | NEW | 新建倉 |
| 27 | KRMN | Karman Holdings Inc | 0% | NEW | 新建倉 |
| 28 | WING | Wingstop Inc | 0% | NEW | 新建倉 |
| 29 | VIST | Vista Energy Sab De Cv | 0% | +102.19% | 加碼 |
| 30 | GTLB | Gitlab Inc-cl A | 0% | NEW | 新建倉 |
| 31 | NBIS | Nebius Group N.V. | 0% | -2.95% | 減碼 |
| 32 | SMTC | Semtech CORP | 0% | +109.56% | 加碼 |
| 33 | RKLB | Rocket Lab CORP | 0% | NEW | 新建倉 |
| 34 | EVR | Evercore Inc - A | 0% | +27.52% | 加碼 |
| 35 | AIT | Applied Industrial Tech Inc | 0% | +54.80% | 加碼 |
| 36 | NOVT | Novanta Inc | 0% | +115.05% | 加碼 |
| 37 | LPLA | Lpl Financial Holdings Inc | 0% | +5.83% | 加碼 |
| 38 | FIX | Comfort Systems USA Inc | 0% | +6.46% | 加碼 |
| 39 | RRX | Regal Rexnord CORP | 0% | +43.24% | 加碼 |
| 40 | RH | Rh | 0% | +130.91% | 加碼 |
| 41 | CRDO | Credo Technology Group Holding Ltd | 0% | +7.11% | 加碼 |
| 42 | KVYO | Klaviyo Inc-a | 0% | +58.71% | 加碼 |
| 43 | AGX | Argan Inc | 0% | +7.19% | 加碼 |
| 44 | TPR | Tapestry Inc | 0% | +4.94% | 加碼 |
| 45 | VRRM | Verra Mobility CORP | 0% | -1.15% | 減碼 |
| 46 | ADUS | Addus Homecare CORP | 0% | -1.16% | 減碼 |
| 47 | PLUS | Eplus Inc | 0% | +6.59% | 加碼 |
| 48 | HQY | Healthequity Inc | 0% | +7.01% | 加碼 |
| 49 | ENSG | Ensign Group Inc/the | 0% | -0.81% | 減碼 |
| 50 | RMBS | Rambus Inc | 0% | +7.27% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Wcm Investment Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$551.6億，共申報了 219 個公開持股部位。
在 Q2 2025 季度，Wcm Investment Management, LLC 按市值排列的前三大核心持股分別為：SE (9.4%)、SPOT (5.9%)、TSM (5.3%)。其中最大持股部位 SE 佔據整體投資組合約 9.4% 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
THC
市值: US$2572.2萬
本季最大獲利了結 / 清倉標的
ISRG
前期市值: US$5.9億
在 Q2 2025 季度中，Wcm Investment Management, LLC 共進行了 200 項持倉異動，包含新建倉 9 個部位、加碼 82 個部位、減碼 57 個部位以及清倉 52 個部位。 其中最大新建倉標的為 THC。 本季清倉部位包含 ISRG。
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。