13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0002024873
申报总市值
US$1.8亿
US$1.8亿
104 檔
20.9%
截至 Q3 2025 季度末，Motiv8 Investments LLC 的美股持仓估值约为 US$1.8亿，全数申报仓位共有 104 档。
在 Q3 2025，Motiv8 Investments LLC 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 38 个既有持股进行加仓（合计增持 41 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Motiv8 Investments LLC 的前 5 大核心持股（包含 SPY, POCT, PJUL 等）合计占整体申报市值的 20.9%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.47% | — | -2.19% | |
| 2 | POCT | Innovator U.s. Equity Power | ETF-其他 | 3.99% | -0.84% | -1.95% | |
| 3 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 3.98% | -0.83% | -4.27% | |
| 4 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 3.98% | -0.81% | -1.95% | |
| 5 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 3.94% | -0.79% | -0.57% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 3.53% | -3.53% | EXIT | |
| 7 | FJUL | Ft Vest US Equity Buffer ETF | ETF-其他 | 3.46% | — | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 3.35% | — | -3.46% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-其他 | 3.22% | -3.22% | EXIT | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.59% | — | +7.42% | |
| 11 | TDG | Transdigm Group Inc | 股票-工业 | 2.11% | — | — | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.99% | -1.99% | EXIT | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.58% | — | +1.89% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.50% | -0.13% | +25.93% | |
| 15 | BOCT | Innovator U.s. Equity Buffer | ETF-其他 | 1.43% | -0.38% | -2.00% | |
| 16 | BJAN | Innovator U.s. Equity Buffer | ETF-其他 | 1.42% | -0.35% | -1.93% | |
| 17 | BJUL | Innovator U.s. Equity Buffer | ETF-其他 | 1.42% | -0.37% | -2.89% | |
| 18 | BAPR | Innovator U.s. Equity Buffer | ETF-其他 | 1.40% | -0.35% | -0.30% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.28% | -0.12% | +30.27% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | — | +13.55% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.24% | -1.24% | EXIT | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.23% | — | -3.26% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | — | +17.56% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | — | +6.62% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.12% | -0.20% | +15.11% | |
| 26 | CAT | Caterpillar Inc | 股票-工业 | 1.11% | — | +3.00% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.10% | -0.20% | +12.11% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.10% | -1.10% | EXIT | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.10% | — | +32.34% | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 1.08% | -0.22% | +7.38% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | — | +13.47% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 1.00% | -0.48% | -11.97% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 0.98% | -0.20% | +35.55% | |
| 34 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 0.98% | — | +18.97% | |
| 35 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.98% | — | +23.42% | |
| 36 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.95% | -0.95% | EXIT | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.94% | -0.77% | +16.05% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.92% | — | +27.67% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.91% | -0.12% | +33.26% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.91% | — | +13.05% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.91% | -0.84% | +9.51% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.90% | -0.11% | +10.58% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.90% | — | +23.75% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.89% | — | +50.99% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.89% | — | +26.33% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.86% | — | +20.95% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.86% | — | +29.83% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.86% | — | +28.63% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.85% | — | +24.53% | |
| 50 | LIN | Linde plc | 股票-原材料 | 0.85% | — | +17.95% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +30.27% | 加仓 |
| 2 | AVGO | Broadcom Inc | +0.5% | +7.38% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.5% | +12.11% | 加仓 |
| 4 | ORCL | Oracle CORP | +0.4% | -11.97% | 减仓 |
| 5 | VUG | Vanguard Growth ETF | +0.4% | -3.46% | 加仓 |
| 6 | AMAT | Applied Materials Inc | +0.4% | +27.67% | 加仓 |
| 7 | AAPL | Apple Inc | +0.3% | +25.93% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.3% | +13.47% | 加仓 |
| 9 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.3% | +18.97% | 加仓 |
| 10 | HD | Home Depot Inc | +0.3% | +35.55% | 加仓 |
| 11 | TJX | Tjx Companies Inc | +0.2% | +23.42% | 加仓 |
| 12 | LMT | Lockheed Martin CORP | +0.2% | +33.26% | 加仓 |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | +37.57% | 加仓 |
| 14 | NOW | Servicenow Inc | +0.2% | +37.87% | 加仓 |
| 15 | MRK | Merck & Co. Inc. | +0.2% | +50.99% | 加仓 |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +10.58% | 加仓 |
| 17 | CAT | Caterpillar Inc | +0.2% | +3.00% | 加仓 |
| 18 | QCOM | Qualcomm Inc | +0.2% | +29.83% | 加仓 |
| 19 | ADI | Analog Devices Inc | +0.2% | +15.68% | 加仓 |
| 20 | BLK | Blackrock Inc | +0.2% | +13.06% | 加仓 |
| 21 | JNJ | Johnson & Johnson | +0.2% | +17.56% | 加仓 |
| 22 | ADBE | Adobe Inc | +0.1% | +47.29% | 加仓 |
| 23 | CRM | Salesforce Inc | +0.1% | +51.88% | 加仓 |
| 24 | ABBV | Abbvie Inc | +0.1% | +15.11% | 加仓 |
| 25 | UNP | Union Pacific CORP | +0.1% | +28.63% | 加仓 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.19% | 加仓 |
| 27 | CVX | Chevron CORP | +0.1% | +32.34% | 加仓 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +13.05% | 加仓 |
| 29 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -3.26% | 加仓 |
| 30 | MA | Mastercard Inc - A | +0.1% | +20.95% | 加仓 |
| 31 | MCD | Mcdonald's CORP | +0.1% | +23.75% | 加仓 |
| 32 | LIN | Linde plc | +0.1% | +17.95% | 加仓 |
| 33 | COST | Costco Wholesale CORP | +0.1% | +24.53% | 加仓 |
| 34 | WM | Waste Management Inc | 0% | +21.33% | 加仓 |
| 35 | USIG | Ishares Broad Usd Investment | 0% | +29.91% | 加仓 |
| 36 | VTV | Vanguard Value ETF | -0.1% | +7.42% | 加仓 |
| 37 | BOCT | Innovator U.s. Equity Buffer | -0.1% | -2.00% | 加仓 |
| 38 | BJUL | Innovator U.s. Equity Buffer | -0.1% | -2.89% | 加仓 |
| 39 | BND | Vanguard Total Bond Market | -0.1% | +30.16% | 加仓 |
| 40 | PJUL | Innovator U.s. Equity Power | -0.7% | -4.27% | 减仓 |
| 41 | POCT | Innovator U.s. Equity Power | -0.7% | -1.95% | 减仓 |
| 42 | PAPR | Innovator U.s. Equity Power | -0.7% | -0.57% | 减仓 |
| 43 | PJAN | Innovator U.s. Equity Power | -0.7% | -1.95% | 减仓 |
| 44 | ZALT | Innovator US Eq 10 Buffer | -1.1% | -88.87% | 减仓 |
| 45 | GLDM | Spdr Gold Minishares Trust | -2.6% | -86.06% | 减仓 |
| 46 | QBUF | Innv Nasdaq -100 10 B - Qrt | -2.8% | -94.11% | 减仓 |
| 47 | FJUL | Ft Vest US Equity Buffer ETF | — | NEW | 新建仓 |
| 48 | TDG | Transdigm Group Inc | — | NEW | 新建仓 |
| 49 | RBUF | Invv US Sml C 10 B Etf-qrt | — | EXIT | 清仓 |
| 50 | FSEP | Ft Vest U.s. Equity Buffer E | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Motiv8 Investments LLC 在 Q3 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 104 个公开持股仓位。
在 Q3 2025 季度，Motiv8 Investments LLC 按市值排列的前三大核心持股分别为：SPY (4.5%)、POCT (4.0%)、PJUL (4.0%)。其中最大持股仓位 SPY 占据整体投资组合约 4.5% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
FJUL
市值: US$650.6万
本季最大获利了结 / 清仓标的
RBUF
前期市值: US$222.9万
在 Q3 2025 季度中，Motiv8 Investments LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 38 个仓位、减仓 8 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 FJUL。 本季清仓仓位包含 RBUF。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。