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: 0000108572
申報總市值
US$3.7億
US$3.7億
141 檔
21.3%
在 Q2 2025 申報期間，Wright Investors Service Inc（CIK: 0000108572）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$3.7億，共持有 141 個公開申報部位。
觀察 Q2 2025 的資金脈絡，Wright Investors Service Inc 在獲利結算 10 檔個股的同時，將資本重新部署至 8 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Wright Investors Service Inc 的前 5 大核心持股（包含 MSFT, NVDA, META 等）合計佔整體申報市值的 21.3%，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 | MSFT | Microsoft CORP | 股票-科技 | 5.95% | -0.26% | -2.56% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.36% | -0.04% | +3.05% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.43% | -0.12% | -3.39% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.08% | -0.07% | -10.04% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.67% | -0.05% | -2.72% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.33% | -0.10% | -3.45% | |
| 7 | PGR | Progressive CORP | 股票-金融 | 2.73% | -0.07% | +10.21% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.52% | -0.12% | +0.17% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.20% | +0.17% | +37.38% | |
| 10 | AXP | American Express Co | 股票-金融 | 2.18% | -0.05% | -0.86% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | +0.11% | -8.93% | |
| 12 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.02% | -0.41% | +5.11% | |
| 13 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.70% | -0.55% | +0.56% | |
| 14 | CAT | Caterpillar Inc | 股票-工業 | 1.64% | +0.12% | -12.76% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.59% | -0.61% | +7.70% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.49% | -0.03% | -8.58% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.38% | +0.01% | +0.17% | |
| 18 | NRG | Nrg Energy Inc | 股票-公用事業 | 1.34% | -0.44% | -14.20% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 1.32% | +0.08% | +8.51% | |
| 20 | CI | THE Cigna Group | 股票-醫療保健 | 1.27% | +0.28% | +19.04% | |
| 21 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.26% | -0.97% | +0.46% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 1.25% | -0.16% | -3.99% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.20% | +0.35% | +50.55% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.14% | -0.03% | -42.79% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.11% | -0.39% | +12.37% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.11% | -0.01% | -48.40% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.10% | +0.08% | -49.56% | |
| 28 | T | At&t Inc | 股票-通訊服務 | 1.07% | -0.24% | +120.55% | |
| 29 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.01% | +0.04% | +0.49% | |
| 30 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.00% | — | -1.99% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.97% | +1.49% | -32.59% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.97% | +0.33% | +0.45% | |
| 33 | ANET | Arista Networks Inc | 股票-科技 | 0.96% | +0.11% | +206.54% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.94% | -0.13% | +33.80% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.84% | -0.23% | +8.84% | |
| 36 | SYF | Synchrony Financial | 股票-金融 | 0.83% | -0.03% | +8.09% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.81% | -0.15% | +1.67% | |
| 38 | CB | Chubb Limited | 股票-金融 | 0.74% | -0.05% | +0.28% | |
| 39 | VICI | Vici Properties Inc | 股票-房地產 | 0.73% | -0.07% | +0.44% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.67% | -0.26% | +41.30% | |
| 41 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.62% | -0.21% | -1.94% | |
| 42 | BLK | Blackrock Inc | 股票-金融 | 0.62% | -0.44% | +1.35% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | +0.10% | -4.03% | |
| 44 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.57% | -0.03% | +53.85% | |
| 45 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.57% | -0.06% | +105.33% | |
| 46 | BA | Boeing Co/the | 股票-工業 | 0.55% | -0.04% | — | |
| 47 | AMGN | Amgen Inc | 股票-醫療保健 | 0.54% | -0.22% | -1.98% | |
| 48 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.54% | — | -0.21% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.54% | — | -2.49% | |
| 50 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.54% | -0.04% | -0.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +3.05% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1% | -3.45% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.9% | -2.56% | 減碼 |
| 4 | ANET | Arista Networks Inc | +0.7% | +206.54% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.7% | +37.38% | 加碼 |
| 6 | T | At&t Inc | +0.6% | +120.55% | 加碼 |
| 7 | BA | Boeing Co/the | +0.6% | NEW | 新建倉 |
| 8 | META | Meta Platforms Inc-class A | +0.5% | -3.39% | 減碼 |
| 9 | ULTA | Ulta Beauty Inc | +0.5% | NEW | 新建倉 |
| 10 | SCHW | Schwab (charles) CORP | +0.5% | NEW | 新建倉 |
| 11 | ACN | Accenture plc | +0.4% | NEW | 新建倉 |
| 12 | NRG | Nrg Energy Inc | +0.3% | -14.20% | 減碼 |
| 13 | JBL | Jabil Inc | +0.3% | +126.43% | 加碼 |
| 14 | NFLX | Netflix Inc | +0.3% | -3.99% | 減碼 |
| 15 | BJ | Bj's Wholesale Club Holdings | +0.3% | NEW | 新建倉 |
| 16 | PLTR | Palantir Technologies Inc-a | +0.3% | NEW | 新建倉 |
| 17 | GEHC | GE Healthcare Technology | +0.2% | +105.33% | 加碼 |
| 18 | TSLA | Tesla Inc | +0.2% | +8.51% | 加碼 |
| 19 | HWM | Howmet Aerospace Inc | +0.2% | -1.99% | 減碼 |
| 20 | CACI | Caci International Inc -cl A | +0.2% | NEW | 新建倉 |
| 21 | MTZ | Mastec Inc | +0.2% | NEW | 新建倉 |
| 22 | WFC | Wells Fargo & Co | +0.2% | +41.30% | 加碼 |
| 23 | COST | Costco Wholesale CORP | +0.2% | +33.80% | 加碼 |
| 24 | JPM | Jpmorgan Chase & Co | +0.2% | +0.17% | 加碼 |
| 25 | SYF | Synchrony Financial | +0.2% | +8.09% | 加碼 |
| 26 | UBER | Uber Technologies Inc | +0.2% | +38.55% | 加碼 |
| 27 | GS | Goldman Sachs Group Inc | +0.2% | +0.49% | 加碼 |
| 28 | AXP | American Express Co | +0.2% | -0.86% | 減碼 |
| 29 | OHI | Omega Healthcare Investors | +0.2% | +53.85% | 加碼 |
| 30 | CI | THE Cigna Group | +0.1% | +19.04% | 加碼 |
| 31 | AMZN | Amazon.com Inc | +0.1% | -2.72% | 減碼 |
| 32 | PPC | Pilgrim's Pride CORP | -0.2% | EXIT | 清倉 |
| 33 | WMS | Advanced Drainage Systems In | -0.2% | EXIT | 清倉 |
| 34 | LKQ | Lkq CORP | -0.2% | EXIT | 清倉 |
| 35 | SGI | Somnigroup International Inc | -0.2% | EXIT | 清倉 |
| 36 | AMD | Advanced Micro Devices | -0.2% | EXIT | 清倉 |
| 37 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | EXIT | 清倉 |
| 38 | FISV | Fiserv Inc | -0.2% | EXIT | 清倉 |
| 39 | FDX | Fedex CORP | -0.3% | EXIT | 清倉 |
| 40 | AMAT | Applied Materials Inc | -0.3% | -32.59% | 減碼 |
| 41 | PH | Parker Hannifin CORP | -0.3% | EXIT | 清倉 |
| 42 | CL | Colgate-palmolive Co | -0.3% | -40.86% | 減碼 |
| 43 | QCOM | Qualcomm Inc | -0.3% | -45.09% | 減碼 |
| 44 | COR | Cencora Inc | -0.4% | EXIT | 清倉 |
| 45 | V | Visa Inc-class A Shares | -0.4% | -8.93% | 減碼 |
| 46 | BMY | Bristol-myers Squibb Co | -0.6% | +0.46% | 加碼 |
| 47 | CRM | Salesforce Inc | -1% | -70.99% | 減碼 |
| 48 | GOOG | Alphabet Inc-cl C | -1% | -49.56% | 減碼 |
| 49 | AAPL | Apple Inc | -1.3% | -10.04% | 減碼 |
| 50 | ABBV | Abbvie Inc | -1.5% | -48.40% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wright Investors Service Inc 在 Q2 2025 季度的美股持倉總市值約為 US$3.7億，共申報了 141 個公開持股部位。
在 Q2 2025 季度，Wright Investors Service Inc 按市值排列的前三大核心持股分別為：MSFT (6.0%)、NVDA (5.4%)、META (4.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.0% 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
BA
市值: US$183.1萬
本季最大獲利了結 / 清倉標的
COR
前期市值: US$107.1萬
在 Q2 2025 季度中，Wright Investors Service Inc 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 16 個部位、減碼 16 個部位以及清倉 10 個部位。 其中最大新建倉標的為 BA。 本季清倉部位包含 COR。
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。