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
146 檔
22.8%
根據最新整理的 13F 季度數據集，Wright Investors Service Inc 於 Q3 2025 結束時的管理資產規模為 US$3.7億。該機構在本季度申報了 146 檔美股持倉，呈現出該時期的主要投資地圖。
Wright Investors Service Inc 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 9 個全新部位及加碼 16 檔持股的同時，亦同步清倉 4 檔並減碼 21 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MSFT, AAPL）占據了總市值的 22.8%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 5.91% | -0.04% | -2.72% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.62% | -0.26% | -5.46% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.50% | -0.07% | -7.22% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.12% | -0.05% | +16.95% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.03% | -0.10% | +5.45% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.82% | -0.12% | -9.81% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.52% | +0.17% | +21.17% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.35% | -0.12% | -10.31% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 2.05% | -0.07% | -15.38% | |
| 10 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.82% | -0.55% | +11.14% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.72% | +0.08% | -3.23% | |
| 12 | CAT | Caterpillar Inc | 股票-工業 | 1.67% | +0.12% | -13.60% | |
| 13 | AXP | American Express Co | 股票-金融 | 1.66% | -0.05% | -23.90% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.51% | +0.11% | -19.18% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.48% | +0.08% | +2.12% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.45% | +0.35% | +14.06% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.41% | +0.01% | -2.62% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.40% | -0.41% | -23.15% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.27% | -0.03% | -9.56% | |
| 20 | ANET | Arista Networks Inc | 股票-科技 | 1.24% | +0.11% | -5.06% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | -0.61% | -22.98% | |
| 22 | NRG | Nrg Energy Inc | 股票-公用事業 | 1.19% | -0.44% | -8.35% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.07% | -0.23% | +23.14% | |
| 24 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.07% | -0.97% | -8.80% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 1.02% | -0.16% | -5.09% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.02% | -0.01% | -22.85% | |
| 27 | AMAT | Applied Materials Inc | 股票-科技 | 1.02% | +1.49% | -2.22% | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.02% | +0.04% | -6.40% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 1.01% | — | +114.42% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.92% | +0.33% | +0.58% | |
| 31 | T | At&t Inc | 股票-通訊服務 | 0.91% | -0.24% | -9.01% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.90% | -0.39% | -4.28% | |
| 33 | CI | THE Cigna Group | 股票-醫療保健 | 0.89% | +0.28% | -16.33% | |
| 34 | SYF | Synchrony Financial | 股票-金融 | 0.85% | -0.03% | +0.21% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.84% | -0.03% | -46.43% | |
| 36 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.81% | — | +24.86% | |
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 0.80% | -0.22% | +52.02% | |
| 38 | NTAP | Netapp Inc | 股票-科技 | 0.78% | +0.20% | — | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | -0.15% | -5.61% | |
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.69% | -0.24% | +40.34% | |
| 41 | EBAY | Ebay Inc | 股票-循環性消費 | 0.68% | +0.04% | +10.21% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.68% | -0.13% | -19.40% | |
| 43 | DAL | Delta Air Lines Inc | 股票-工業 | 0.67% | +0.18% | +42.07% | |
| 44 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.66% | — | -35.22% | |
| 45 | BLK | Blackrock Inc | 股票-金融 | 0.65% | -0.44% | -0.36% | |
| 46 | APP | Applovin Corp-class A | 股票-科技 | 0.63% | -0.08% | -4.95% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.60% | -0.26% | -9.68% | |
| 48 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.58% | +0.34% | — | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.54% | -0.25% | +61.97% | |
| 50 | VICI | Vici Properties Inc | 股票-房地產 | 0.54% | -0.07% | -23.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | -2.72% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +2% | +21.17% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.7% | +5.45% | 加碼 |
| 4 | ANET | Arista Networks Inc | +1% | -5.06% | 加碼 |
| 5 | TSLA | Tesla Inc | +0.6% | -3.23% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.6% | -5.46% | 減碼 |
| 7 | AMZN | Amazon.com Inc | +0.5% | +16.95% | 加碼 |
| 8 | ADBE | Adobe Inc | +0.4% | +114.42% | 加碼 |
| 9 | T | At&t Inc | +0.4% | -9.01% | 加碼 |
| 10 | JBL | Jabil Inc | +0.4% | +14.35% | 加碼 |
| 11 | APP | Applovin Corp-class A | +0.3% | -4.95% | 減碼 |
| 12 | PHM | Pultegroup Inc | +0.2% | +24.86% | 加碼 |
| 13 | UBER | Uber Technologies Inc | +0.2% | +8.41% | 加碼 |
| 14 | NEE | Nextera Energy Inc | +0.2% | +23.14% | 加碼 |
| 15 | SYF | Synchrony Financial | +0.2% | +0.21% | 加碼 |
| 16 | NRG | Nrg Energy Inc | +0.2% | -8.35% | 減碼 |
| 17 | GS | Goldman Sachs Group Inc | +0.2% | -6.40% | 減碼 |
| 18 | EXPE | Expedia Group Inc | +0.2% | +39.37% | 加碼 |
| 19 | EBAY | Ebay Inc | +0.2% | +10.21% | 加碼 |
| 20 | AMGN | Amgen Inc | +0.1% | +52.02% | 加碼 |
| 21 | BAC | Bank Of America CORP | +0.1% | -2.62% | 減碼 |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -10.31% | 減碼 |
| 23 | META | Meta Platforms Inc-class A | -0.1% | -9.81% | 減碼 |
| 24 | AMT | American Tower CORP | -0.3% | -54.66% | 減碼 |
| 25 | UGI | Ugi CORP | -0.3% | -65.43% | 減碼 |
| 26 | LLY | Eli Lilly & Co | -0.4% | -42.80% | 減碼 |
| 27 | CL | Colgate-palmolive Co | -0.4% | -4.89% | 減碼 |
| 28 | CB | Chubb Limited | -0.5% | -42.40% | 減碼 |
| 29 | XOM | Exxon Mobil CORP | -0.6% | -22.98% | 減碼 |
| 30 | GOOG | Alphabet Inc-cl C | -0.6% | +2.12% | 減碼 |
| 31 | BMY | Bristol-myers Squibb Co | -0.7% | -8.80% | 減碼 |
| 32 | KO | Coca-cola Co/the | -0.7% | -23.15% | 減碼 |
| 33 | PGR | Progressive CORP | -0.8% | -15.38% | 減碼 |
| 34 | CRM | Salesforce Inc | -0.9% | +43.07% | 減碼 |
| 35 | V | Visa Inc-class A Shares | -0.9% | -19.18% | 減碼 |
| 36 | HD | Home Depot Inc | -0.9% | -46.43% | 減碼 |
| 37 | ABBV | Abbvie Inc | -1.6% | -22.85% | 減碼 |
| 38 | NTAP | Netapp Inc | — | NEW | 新建倉 |
| 39 | SCHW | Schwab (charles) CORP | — | NEW | 新建倉 |
| 40 | PANW | Palo Alto Networks Inc | — | NEW | 新建倉 |
| 41 | ACN | Accenture plc | — | NEW | 新建倉 |
| 42 | LRCX | Lam Research CORP | — | NEW | 新建倉 |
| 43 | BA | Boeing Co/the | — | NEW | 新建倉 |
| 44 | PEP | Pepsico Inc | — | NEW | 新建倉 |
| 45 | MET | Metlife Inc | — | EXIT | 清倉 |
| 46 | PH | Parker Hannifin CORP | — | EXIT | 清倉 |
| 47 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建倉 |
| 48 | UPS | United Parcel Service-cl B | — | EXIT | 清倉 |
| 49 | FDX | Fedex CORP | — | EXIT | 清倉 |
| 50 | MTZ | Mastec Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Wright Investors Service Inc 在 Q3 2025 季度的美股持倉總市值約為 US$3.7億，共申報了 146 個公開持股部位。
在 Q3 2025 季度，Wright Investors Service Inc 按市值排列的前三大核心持股分別為：NVDA (5.9%)、MSFT (5.6%)、AAPL (4.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.9% 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
NTAP
市值: US$270.1萬
本季最大獲利了結 / 清倉標的
MET
前期市值: US$133.9萬
在 Q3 2025 季度中，Wright Investors Service Inc 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 16 個部位、減碼 21 個部位以及清倉 4 個部位。 其中最大新建倉標的為 NTAP。 本季清倉部位包含 MET。
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。