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
649 檔
11.1%
截至 Q3 2025 季度末，1620 Investment Advisors, Inc. 的美股持倉估值約為 US$1.6億，全數申報部位共有 649 檔。
1620 Investment Advisors, Inc. 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 4 個全新部位及加碼 21 檔持股的同時，亦同步清倉 9 檔並減碼 16 檔標的。
整體而言，1620 Investment Advisors, Inc. 的前 5 大持股（包含 SPIB, QEFA, IEF）貢獻了組合市值的 11.1%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 649 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 | 3.11% | -0.20% | +2.10% | |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 2.53% | -0.14% | +2.97% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.32% | -0.19% | +4.63% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | -0.02% | -4.90% | |
| 5 | TY | Tri-continental CORP | 股票-其他 | 2.12% | -0.05% | +0.46% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.10% | -0.19% | -1.45% | |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.92% | +0.40% | +1.80% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.74% | +0.63% | +1.72% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.67% | +0.01% | -1.71% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.63% | -0.33% | -1.64% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.61% | -0.13% | -1.13% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.02% | -1.47% | |
| 13 | JSI | Jh Securitized Income ETF | ETF-其他 | 1.49% | -0.13% | +12.03% | |
| 14 | RTX | Rtx CORP | 股票-工業 | 1.36% | -0.20% | -1.52% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.34% | -0.05% | -2.22% | |
| 16 | SUB | Ishares Short-term National | ETF-其他 | 1.25% | -0.09% | -9.49% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.18% | — | -1.61% | |
| 18 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.17% | -0.13% | -1.24% | |
| 19 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.16% | -0.05% | -27.01% | |
| 20 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.05% | -0.06% | +1.61% | |
| 21 | JHPI | John Hancock Preferred Incom | ETF-其他 | 0.93% | -0.04% | +3.10% | |
| 22 | EPR | Epr Properties | 股票-房地產 | 0.90% | +0.02% | +0.05% | |
| 23 | EMTL | Ss Doubleline Em Fi ETF | ETF-其他 | 0.86% | -0.05% | +2.24% | |
| 24 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.83% | -0.06% | -1.54% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.83% | -0.34% | +0.01% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.81% | -0.18% | +0.73% | |
| 27 | MDT | Medtronic plc | 股票-醫療保健 | 0.80% | -0.06% | +1.06% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.79% | -0.05% | +1.18% | |
| 29 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.77% | -0.21% | +0.24% | |
| 30 | ETN | Eaton Corporation plc | 股票-工業 | 0.74% | -0.04% | -2.61% | |
| 31 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.73% | -0.04% | -2.29% | |
| 32 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.73% | -0.24% | -0.97% | |
| 33 | SO | Southern Co/the | 股票-公用事業 | 0.72% | -0.12% | -0.78% | |
| 34 | PFE | Pfizer Inc | 股票-醫療保健 | 0.70% | -0.16% | +5.83% | |
| 35 | GLW | Corning Inc | 股票-科技 | 0.67% | +0.40% | -0.30% | |
| 36 | POWL | Powell Industries Inc | 股票-工業 | 0.67% | -0.17% | -2.45% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.02% | +21.19% | |
| 38 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.64% | -0.05% | -10.01% | |
| 39 | FHI | Federated Hermes Inc | 股票-金融 | 0.62% | -0.07% | -0.91% | |
| 40 | MNRO | Monro Inc | 股票-其他 | 0.62% | — | +143.63% | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.60% | +0.18% | -0.71% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | -0.03% | -20.92% | |
| 43 | HD | Home Depot Inc | 股票-循環性消費 | 0.60% | — | -1.50% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | +0.01% | -1.83% | |
| 45 | ARCC | Ares Capital CORP | 股票-金融 | 0.58% | -0.09% | +0.92% | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.57% | -0.14% | +4.90% | |
| 47 | NTAP | Netapp Inc | 股票-科技 | 0.57% | +0.19% | -0.37% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.56% | -0.08% | +29.78% | |
| 49 | LNC | Lincoln National CORP | 股票-金融 | 0.55% | -0.13% | +2.96% | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.55% | -0.06% | -2.65% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | +0.8% | -27.01% | 加碼 |
| 2 | SCHR | Schwab Intermediate-term US | +0.4% | +0.73% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -2.22% | 減碼 |
| 4 | PFE | Pfizer Inc | +0.3% | +5.83% | 加碼 |
| 5 | MO | Altria Group Inc | +0.3% | — | 加碼 |
| 6 | MDT | Medtronic plc | +0.3% | +1.06% | 加碼 |
| 7 | TFC | Truist Financial CORP | +0.3% | +161.92% | 加碼 |
| 8 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.3% | +1.80% | 加碼 |
| 9 | VTRS | Viatris Inc | +0.3% | +8617.92% | 加碼 |
| 10 | SCHO | Schwab Short-term US Treas | +0.3% | -27.80% | 加碼 |
| 11 | EPR | Epr Properties | +0.3% | +0.05% | 加碼 |
| 12 | MSFT | Microsoft CORP | +0.3% | -1.47% | 加碼 |
| 13 | GLW | Corning Inc | +0.3% | -0.30% | 加碼 |
| 14 | MTN | Vail Resorts Inc | +0.3% | +25210.00% | 加碼 |
| 15 | POWL | Powell Industries Inc | +0.2% | -2.45% | 減碼 |
| 16 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.2% | +2.97% | 加碼 |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | -4.90% | 減碼 |
| 18 | ORCL | Oracle CORP | +0.2% | -18.15% | 減碼 |
| 19 | GD | General Dynamics CORP | +0.2% | +39.35% | 加碼 |
| 20 | RTX | Rtx CORP | +0.1% | -1.52% | 減碼 |
| 21 | ETN | Eaton Corporation plc | +0.1% | -2.61% | 減碼 |
| 22 | AVGO | Broadcom Inc | +0.1% | -20.33% | 減碼 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.46% | 減碼 |
| 24 | NTAP | Netapp Inc | +0.1% | -0.37% | 加碼 |
| 25 | TPR | Tapestry Inc | +0.1% | -11.40% | 減碼 |
| 26 | MPC | Marathon Petroleum CORP | +0.1% | -2.29% | 減碼 |
| 27 | JNJ | Johnson & Johnson | +0.1% | -1.83% | 加碼 |
| 28 | JSI | Jh Securitized Income ETF | +0.1% | +12.03% | 加碼 |
| 29 | AAPL | Apple Inc | 0% | -1.71% | 減碼 |
| 30 | TY | Tri-continental CORP | 0% | +0.46% | 加碼 |
| 31 | IEF | Ishares 7-10 Year Treasury B | -0.1% | +4.63% | 加碼 |
| 32 | SPIB | Ss Spdr P Int C CORP ETF | -0.2% | +2.10% | 加碼 |
| 33 | CODI | Compass Diversified Holdings | -0.2% | -56.81% | 減碼 |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -25.32% | 減碼 |
| 35 | CAT | Caterpillar Inc | -0.2% | -2.17% | 減碼 |
| 36 | WMB | Williams Cos Inc | -0.3% | -42.65% | 減碼 |
| 37 | NSA | National Storage Affiliates | -0.4% | -78.30% | 減碼 |
| 38 | MNRO | Monro Inc | — | NEW | 新建倉 |
| 39 | RNR 5.75 PERP F債券 | Renaissancere Holdings L | — | EXIT | 清倉 |
| 40 | TFLR | T Rowe Price Floating Rt ETF | — | NEW | 新建倉 |
| 41 | ALL 4.75 PERP I債券 | Allstate CORP | — | EXIT | 清倉 |
| 42 | PSA 4.125 PERP M債券 | Public Storage | — | EXIT | 清倉 |
| 43 | FOUR 6 05-01-28債券 | Shift4 Payments Inc | — | NEW | 新建倉 |
| 44 | PDCOEUR | Patterson Cos Inc | — | EXIT | 清倉 |
| 45 | DRH 8.25 PERP債券 | Diamondrock Hospitality | — | EXIT | 清倉 |
| 46 | FSK | Fs Kkr Capital CORP | — | EXIT | 清倉 |
| 47 | MS F PERP +A債券 | Morgan Stanley | — | EXIT | 清倉 |
| 48 | XRAY | Dentsply Sirona Inc | — | NEW | 新建倉 |
| 49 | ✓ | — | EXIT | 清倉 | |
| 50 | CODI 7.25 PERP A債券 | Compass Diversif Holding | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，1620 Investment Advisors, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 649 個公開持股部位。
在 Q3 2025 季度，1620 Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：SPIB (3.1%)、QEFA (2.5%)、IEF (2.3%)。其中最大持股部位 SPIB 佔據整體投資組合約 3.1% 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
MNRO
市值: US$90.6萬
本季最大獲利了結 / 清倉標的
RNR 5.75 PERP F
前期市值: US$62.2萬
在 Q3 2025 季度中，1620 Investment Advisors, Inc. 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 21 個部位、減碼 16 個部位以及清倉 9 個部位。 其中最大新建倉標的為 MNRO。 本季清倉部位包含 RNR 5.75 PERP F。
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。