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: 0001394096
申報總市值
US$7.1億
US$7.1億
98 檔
22.4%
Zevin Asset Management LLC 在 Q3 2025 季度的美股部位總計估值為 US$7.1億，分散於 98 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q3 2025 申報觀察，Zevin Asset Management LLC 採取防禦導向的調倉策略，本季減碼 31 檔個股並出清 1 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 MSFT, , AAPL）累計市值佔比達 22.4%，是驅動 Zevin Asset Management LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 5.36% | -0.18% | -2.91% | |
| 2 | ✓ | 股票-其他 | 4.88% | — | -1.25% | ||
| 3 | AAPL | Apple Inc | 股票-科技 | 4.73% | +0.38% | -6.46% | |
| 4 | ✓ | 股票-其他 | 4.32% | — | -4.72% | ||
| 5 | ✓ | 股票-其他 | 3.96% | — | -1.52% | ||
| 6 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.77% | -0.53% | -7.05% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.74% | -0.03% | -0.94% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.58% | +0.21% | +5.40% | |
| 9 | ADP | Automatic Data Processing | 股票-科技 | 3.50% | +0.14% | -12.57% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.27% | -0.84% | -2.89% | |
| 11 | ✓ | 股票-其他 | 2.93% | — | -5.09% | ||
| 12 | ✓ | 股票-其他 | 2.57% | — | -3.04% | ||
| 13 | ECL | Ecolab Inc | 股票-原物料 | 2.57% | +0.01% | -8.92% | |
| 14 | ✓ | 股票-其他 | 2.45% | — | -11.59% | ||
| 15 | ADI | Analog Devices Inc | 股票-科技 | 2.31% | +0.43% | -4.12% | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.29% | +1.05% | -4.63% | |
| 17 | ✓ | 股票-其他 | 2.11% | — | -8.35% | ||
| 18 | UL | Unilever PLC | 股票-非循環性消費 | 2.06% | — | -3.76% | |
| 19 | EMR | Emerson Electric Co | 股票-工業 | 2.05% | +0.07% | -22.62% | |
| 20 | ✓ | 股票-其他 | 1.84% | — | -7.67% | ||
| 21 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.83% | -0.14% | -6.56% | |
| 22 | KR | Kroger Co | 股票-非循環性消費 | 1.77% | -1.25% | -11.13% | |
| 23 | ✓ | 股票-其他 | 1.68% | — | -1.65% | ||
| 24 | ✓ | 股票-其他 | 1.63% | — | +1.67% | ||
| 25 | ✓ | 股票-其他 | 1.63% | — | -12.21% | ||
| 26 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.60% | — | -5.28% | |
| 27 | DHR | Danaher CORP | 股票-醫療保健 | 1.60% | -0.12% | -7.78% | |
| 28 | ✓ | 股票-其他 | 1.57% | — | +81.47% | ||
| 29 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.43% | -0.58% | -6.36% | |
| 30 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.43% | +0.70% | -2.84% | |
| 31 | ✓ | Keyence | 股票-其他 | 1.39% | — | -4.90% | |
| 32 | LZAGY | Lonza Group Ag-unspon Adr | 股票-其他 | 1.27% | — | -2.47% | |
| 33 | TRU | Transunion | 股票-金融 | 1.25% | -0.04% | -6.49% | |
| 34 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.23% | +0.27% | -2.89% | |
| 35 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 1.17% | — | -1.66% | |
| 36 | ISNPY | Intesa Sanpaolo-spon Adr | 股票-其他 | 1.17% | — | -1.89% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 1.16% | -0.06% | -10.49% | |
| 38 | ✓ | 股票-其他 | 1.07% | — | — | ||
| 39 | ✓ | 股票-其他 | 1.04% | — | -9.58% | ||
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 1.03% | +0.06% | -16.95% | |
| 41 | ✓ | 股票-其他 | 1.03% | — | -5.44% | ||
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.02% | +0.32% | -24.37% | |
| 43 | SXYAY | Sika Ag-adr | 股票-其他 | 0.95% | — | -7.47% | |
| 44 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 0.66% | -0.11% | -13.02% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.33% | — | -45.84% | |
| 46 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.26% | +0.05% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.22% | +0.03% | +3.22% | |
| 48 | ✓ | Novo-Nordisk A/S Sedol# 707752 | 股票-其他 | 0.21% | — | — | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.19% | -0.02% | +7.07% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.15% | — | +4.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +5.40% | 加碼 |
| 2 | ✓ | +1.1% | -1.52% | 減碼 | |
| 3 | MSFT | Microsoft CORP | +1% | -2.91% | 減碼 |
| 4 | ✓ | +0.4% | -8.35% | 減碼 | |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -4.63% | 減碼 |
| 6 | DDOG | Datadog Inc - Class A | +0.4% | -2.84% | 加碼 |
| 7 | ✓ | +0.3% | -11.59% | 減碼 | |
| 8 | ✓ | +0.2% | +1.67% | 加碼 | |
| 9 | ✓ | +0.2% | -5.09% | 加碼 | |
| 10 | AMZN | Amazon.com Inc | +0.2% | -0.94% | 減碼 |
| 11 | AMGN | Amgen Inc | +0.1% | +12.73% | 加碼 |
| 12 | DLR | Digital Realty Trust Inc | +0.1% | -6.56% | 減碼 |
| 13 | TJX | Tjx Companies Inc | 0% | -7.05% | 減碼 |
| 14 | LZAGY | Lonza Group Ag-unspon Adr | 0% | -2.47% | 減碼 |
| 15 | ✓ | Novo-Nordisk A/S Sedol# 707752 | -0.1% | — | 不變 |
| 16 | ✓ | -0.2% | -1.25% | 減碼 | |
| 17 | PNC | Pnc Financial Services Group | -0.2% | -16.95% | 減碼 |
| 18 | TRU | Transunion | -0.2% | -6.49% | 減碼 |
| 19 | ✓ | -0.2% | -5.44% | 減碼 | |
| 20 | SXYAY | Sika Ag-adr | -0.2% | -7.47% | 減碼 |
| 21 | ✓ | Keyence | -0.3% | -4.90% | 減碼 |
| 22 | ✓ | -0.3% | +81.47% | 加碼 | |
| 23 | UL | Unilever PLC | -0.3% | -3.76% | 減碼 |
| 24 | AAPL | Apple Inc | -0.3% | -6.46% | 減碼 |
| 25 | DHR | Danaher CORP | -0.4% | -7.78% | 減碼 |
| 26 | EMR | Emerson Electric Co | -0.4% | -22.62% | 減碼 |
| 27 | KR | Kroger Co | -0.4% | -11.13% | 減碼 |
| 28 | ✓ | -0.4% | -1.65% | 減碼 | |
| 29 | ✓ | -0.5% | -7.67% | 減碼 | |
| 30 | CL | Colgate-palmolive Co | -0.5% | -6.36% | 減碼 |
| 31 | COST | Costco Wholesale CORP | -0.5% | -2.89% | 減碼 |
| 32 | ✓ | -0.6% | -9.58% | 減碼 | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | -0.6% | -45.84% | 減碼 |
| 34 | LLY | Eli Lilly & Co | -0.6% | -24.37% | 減碼 |
| 35 | ✓ | -0.8% | -4.72% | 減碼 | |
| 36 | ADI | Analog Devices Inc | -0.9% | -4.12% | 減碼 |
| 37 | EXPD | Expeditors Intl Wash Inc | -1% | — | 減碼 |
| 38 | ADP | Automatic Data Processing | -1.1% | -12.57% | 減碼 |
| 39 | CDNS | Cadence Design Sys Inc | — | NEW | 新建倉 |
| 40 | SBGSY | Schneider Elect Se-unsp Adr | — | NEW | 新建倉 |
| 41 | ISNPY | Intesa Sanpaolo-spon Adr | — | NEW | 新建倉 |
| 42 | ✓ | — | NEW | 新建倉 | |
| 43 | NGG | National Grid Plc-sp Adr | — | NEW | 新建倉 |
| 44 | ESGV | Vanguard Esg US Stock ETF | — | NEW | 新建倉 |
| 45 | VPU | Vanguard Utilities ETF | — | NEW | 新建倉 |
| 46 | SBUX | Starbucks CORP | — | EXIT | 清倉 |
| 47 | ✓ | — | NEW | 新建倉 | |
| 48 | MS | Morgan Stanley | — | NEW | 新建倉 |
| 49 | CRM | Salesforce Inc | — | NEW | 新建倉 |
| 50 | KHC | Kraft Heinz Co/the | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Zevin Asset Management LLC 在 Q3 2025 季度的美股持倉總市值約為 US$7.1億，共申報了 98 個公開持股部位。
在 Q3 2025 季度，Zevin Asset Management LLC 按市值排列的前三大核心持股分別為：MSFT (5.4%)、 (4.9%)、AAPL (4.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.4% 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
CDNS
市值: US$848.8萬
本季最大獲利了結 / 清倉標的
SBUX
前期市值: US$36.4萬
在 Q3 2025 季度中，Zevin Asset Management LLC 共進行了 49 項持倉異動，包含新建倉 11 個部位、加碼 6 個部位、減碼 31 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CDNS。 本季清倉部位包含 SBUX。
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。