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: 0001907281
申報總市值
US$1.6億
US$1.6億
689 檔
10.1%
1620 Investment Advisors, Inc. 在 Q1 2025 季度的美股部位總計估值為 US$1.6億，分散於 689 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2025 的資金脈絡，1620 Investment Advisors, Inc. 在獲利結算 2 檔個股的同時，將資本重新部署至 1 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，1620 Investment Advisors, Inc. 的前 5 大核心持股（包含 SPIB, SPTS, IEF 等）合計佔整體申報市值的 10.1%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 689 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 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.26% | -0.20% | +4.05% | |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.39% | -0.19% | +6.96% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.38% | -0.19% | +3.59% | |
| 4 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 2.33% | -0.14% | +3.19% | |
| 5 | TY | Tri-continental CORP | 股票-其他 | 2.14% | -0.05% | +2.45% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.95% | -0.02% | -0.37% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.81% | +0.63% | +11.36% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.79% | -0.13% | +3.60% | |
| 9 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.75% | -0.33% | -0.39% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.65% | +0.01% | -0.50% | |
| 11 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.61% | +0.40% | +3.37% | |
| 12 | SUB | Ishares Short-term National | ETF-其他 | 1.53% | -0.09% | -1.95% | |
| 13 | JSI | Jh Securitized Income ETF | ETF-其他 | 1.43% | -0.13% | +31.51% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.25% | -0.13% | +1.97% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 1.23% | -0.20% | -0.07% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | -0.02% | -13.77% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.20% | — | +0.79% | |
| 18 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.10% | -0.06% | +0.79% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.99% | -0.34% | -0.50% | |
| 20 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.98% | -0.06% | -1.13% | |
| 21 | JHPI | John Hancock Preferred Incom | ETF-其他 | 0.94% | -0.04% | +5.01% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.91% | -0.05% | -1.32% | |
| 23 | EMTL | Ss Doubleline Em Fi ETF | ETF-其他 | 0.91% | -0.05% | +4.26% | |
| 24 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.88% | -0.21% | +0.05% | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.83% | -0.24% | +3.15% | |
| 26 | SO | Southern Co/the | 股票-公用事業 | 0.79% | -0.12% | -0.05% | |
| 27 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.75% | -0.05% | +0.25% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.75% | -0.03% | -26.24% | |
| 29 | ARCC | Ares Capital CORP | 股票-金融 | 0.70% | -0.09% | +1.80% | |
| 30 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.70% | -0.05% | +1.86% | |
| 31 | WMB | Williams Cos Inc | 股票-能源 | 0.66% | -0.13% | -0.61% | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.64% | -0.08% | +0.85% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.02% | +0.32% | |
| 34 | TYG | Tortoise Energy Infrastruct | 股票-其他 | 0.64% | -0.14% | +0.75% | |
| 35 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.63% | -0.04% | -0.14% | |
| 36 | ETN | Eaton Corporation plc | 股票-工業 | 0.62% | -0.04% | -6.04% | |
| 37 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.61% | -0.03% | +1.85% | |
| 38 | EPR | Epr Properties | 股票-房地產 | 0.61% | +0.02% | +0.50% | |
| 39 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.61% | -0.13% | -1.22% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.61% | — | -0.55% | |
| 41 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.57% | -0.12% | +1.26% | |
| 42 | T | At&t Inc | 股票-通訊服務 | 0.56% | -0.16% | -0.82% | |
| 43 | RPM | Rpm International Inc | 股票-原物料 | 0.55% | +0.02% | +1.67% | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.55% | -0.08% | +0.66% | |
| 45 | FHI | Federated Hermes Inc | 股票-金融 | 0.55% | -0.07% | +2.19% | |
| 46 | BX | Blackstone Inc | 股票-金融 | 0.54% | +0.18% | +1.24% | |
| 47 | LNC | Lincoln National CORP | 股票-金融 | 0.54% | -0.13% | +1.07% | |
| 48 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.54% | -0.16% | +1.23% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.53% | -0.06% | +4.60% | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.52% | -0.14% | +9.63% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLPI | Gaming And Leisure Propertie | +0.4% | NEW | 新建倉 |
| 2 | JSI | Jh Securitized Income ETF | +0.4% | +31.51% | 加碼 |
| 3 | LEA | Lear CORP | +0.3% | +356.39% | 加碼 |
| 4 | SCHR | Schwab Intermediate-term US | +0.3% | +250.54% | 加碼 |
| 5 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.3% | +3.19% | 加碼 |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +11.36% | 加碼 |
| 7 | ABBV | Abbvie Inc | +0.2% | +0.79% | 加碼 |
| 8 | SPTS | Ss Spdr P St Term Tsy ETF | +0.2% | +6.96% | 加碼 |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | +4.05% | 加碼 |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.2% | +3.37% | 加碼 |
| 11 | RTX | Rtx CORP | +0.2% | -0.07% | 減碼 |
| 12 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +3.59% | 加碼 |
| 13 | SCHP | Schwab U.s. Tips ETF | +0.1% | +3.60% | 加碼 |
| 14 | CVX | Chevron CORP | +0.1% | -0.50% | 減碼 |
| 15 | T | At&t Inc | +0.1% | -0.82% | 減碼 |
| 16 | VZ | Verizon Communications Inc | +0.1% | +0.05% | 加碼 |
| 17 | GILD | Gilead Sciences Inc | +0.1% | +1.23% | 加碼 |
| 18 | EPR | Epr Properties | +0.1% | +0.50% | 加碼 |
| 19 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.25% | 加碼 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.32% | 加碼 |
| 21 | UBER | Uber Technologies Inc | +0.1% | +975.61% | 加碼 |
| 22 | MDLZ | Mondelez International Inc-a | +0.1% | +1.85% | 加碼 |
| 23 | SO | Southern Co/the | +0.1% | -0.05% | 減碼 |
| 24 | NXPI | NXP Semiconductors N.V. | +0.1% | +24975.00% | 加碼 |
| 25 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +5400.00% | 加碼 |
| 26 | CELH | Celsius Holdings Inc | +0.1% | +426.45% | 加碼 |
| 27 | NVDA | Nvidia CORP | -0.1% | +290.81% | 加碼 |
| 28 | DRH | Diamondrock Hospitality Co | -0.1% | +0.52% | 加碼 |
| 29 | VFC | Vf CORP | -0.1% | +2.59% | 加碼 |
| 30 | TSLA | Tesla Inc | -0.1% | -3.10% | 減碼 |
| 31 | MCHP | Microchip Technology Inc | -0.1% | -2.59% | 減碼 |
| 32 | AZPN1USD | Aspen Technology Inc | -0.1% | EXIT | 清倉 |
| 33 | P | Everpure Inc-a | -0.1% | EXIT | 清倉 |
| 34 | BX | Blackstone Inc | -0.1% | +1.24% | 加碼 |
| 35 | IBM | Intl Business Machines CORP | -0.1% | -26.24% | 減碼 |
| 36 | NTAP | Netapp Inc | -0.1% | +0.12% | 加碼 |
| 37 | GD | General Dynamics CORP | -0.2% | -44.24% | 減碼 |
| 38 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -1.32% | 減碼 |
| 39 | ETN | Eaton Corporation plc | -0.2% | -6.04% | 減碼 |
| 40 | AAPL | Apple Inc | -0.2% | -0.50% | 減碼 |
| 41 | MLR | Miller Industries Inc/tenn | -0.2% | -37.28% | 減碼 |
| 42 | VTRS | Viatris Inc | -0.2% | -97.32% | 減碼 |
| 43 | LMT | Lockheed Martin CORP | -0.3% | -73.21% | 減碼 |
| 44 | SPG | Simon Property Group Inc | -0.3% | -99.30% | 減碼 |
| 45 | AVGO | Broadcom Inc | -0.3% | -26.59% | 減碼 |
| 46 | IFF | Intl Flavors & Fragrances | -0.3% | -77.61% | 減碼 |
| 47 | POWL | Powell Industries Inc | -0.4% | -29.35% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.4% | -13.77% | 減碼 |
| 49 | NOC | Northrop Grumman CORP | -0.4% | -99.42% | 減碼 |
| 50 | GLW | Corning Inc | -0.5% | -50.48% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，1620 Investment Advisors, Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 689 個公開持股部位。
在 Q1 2025 季度，1620 Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：SPIB (3.3%)、SPTS (2.4%)、IEF (2.4%)。其中最大持股部位 SPIB 佔據整體投資組合約 3.3% 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
GLPI
市值: US$46.4萬
本季最大獲利了結 / 清倉標的
P
前期市值: US$12.6萬
在 Q1 2025 季度中，1620 Investment Advisors, Inc. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 26 個部位、減碼 21 個部位以及清倉 2 個部位。 其中最大新建倉標的為 GLPI。 本季清倉部位包含 P。
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。