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
647 檔
11.4%
1620 Investment Advisors, Inc. 在 Q4 2025 季度的美股部位總計估值為 US$1.6億，分散於 647 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2025 申報觀察，1620 Investment Advisors, Inc. 採取防禦導向的調倉策略，本季減碼 29 檔個股並出清 2 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 SPIB, QEFA, IEF）累計市值佔比達 11.4%，是驅動 1620 Investment Advisors, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 647 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 | 3.14% | -0.20% | +3.08% | |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 2.58% | -0.14% | +0.49% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.32% | -0.19% | +2.00% | |
| 4 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 2.12% | +0.40% | -2.46% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.07% | -0.19% | +0.35% | |
| 6 | TY | Tri-continental CORP | 股票-其他 | 2.01% | -0.05% | +0.63% | |
| 7 | AVES | Avantis Emerging Markets Val | ETF-新興市場 | 1.96% | +2.13% | NEW | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.91% | -0.02% | -10.10% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.70% | +0.01% | -2.67% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.70% | +0.63% | -0.04% | |
| 11 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.65% | -0.33% | -3.05% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.58% | -0.13% | +1.73% | |
| 13 | JSI | Jh Securitized Income ETF | ETF-其他 | 1.51% | -0.13% | +3.86% | |
| 14 | RTX | Rtx CORP | 股票-工業 | 1.45% | -0.20% | -1.21% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.42% | -0.05% | -0.71% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | -0.02% | -1.75% | |
| 17 | SUB | Ishares Short-term National | ETF-其他 | 1.20% | -0.09% | -1.98% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.14% | — | -0.17% | |
| 19 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.05% | -0.13% | -7.73% | |
| 20 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.03% | -0.06% | +0.84% | |
| 21 | JHPI | John Hancock Preferred Incom | ETF-其他 | 0.95% | -0.04% | +5.70% | |
| 22 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.83% | -0.05% | -0.33% | |
| 23 | EMTL | Ss Doubleline Em Fi ETF | ETF-其他 | 0.82% | -0.05% | -1.50% | |
| 24 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.82% | -0.06% | -0.89% | |
| 25 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.81% | -0.05% | -38.58% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.34% | +0.80% | |
| 27 | MDT | Medtronic plc | 股票-醫療保健 | 0.80% | -0.06% | -0.02% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.75% | -0.18% | -5.07% | |
| 29 | EPR | Epr Properties | 股票-房地產 | 0.72% | +0.02% | -4.66% | |
| 30 | GLW | Corning Inc | 股票-科技 | 0.69% | +0.40% | -2.02% | |
| 31 | POWL | Powell Industries Inc | 股票-工業 | 0.68% | -0.17% | -1.12% | |
| 32 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.67% | -0.24% | -5.44% | |
| 33 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.66% | -0.21% | -5.08% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 0.66% | -0.12% | +0.95% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.02% | -3.04% | |
| 36 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.63% | -0.05% | -1.77% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | +0.01% | -1.22% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.61% | -0.03% | -0.67% | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.61% | -0.08% | -7.19% | |
| 40 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.61% | -0.08% | -0.56% | |
| 41 | LNC | Lincoln National CORP | 股票-金融 | 0.61% | -0.13% | +1.21% | |
| 42 | PFE | Pfizer Inc | 股票-醫療保健 | 0.60% | -0.16% | -10.13% | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.60% | -0.14% | +2.30% | |
| 44 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.60% | -0.04% | -1.23% | |
| 45 | ETN | Eaton Corporation plc | 股票-工業 | 0.59% | -0.04% | -3.65% | |
| 46 | FHI | Federated Hermes Inc | 股票-金融 | 0.59% | -0.07% | -2.99% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.58% | +0.07% | -0.39% | |
| 48 | MNRO | Monro Inc | 股票-其他 | 0.57% | — | -15.17% | |
| 49 | ARCC | Ares Capital CORP | 股票-金融 | 0.56% | -0.09% | -0.19% | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.56% | -0.06% | -4.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVES | Avantis Emerging Markets Val | +2% | +22355.56% | 加碼 |
| 2 | OUT | Outfront Media Inc | +0.4% | +2227.27% | 加碼 |
| 3 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.2% | -2.46% | 減碼 |
| 4 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +1428.89% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.39% | 減碼 |
| 6 | RTX | Rtx CORP | +0.1% | -1.21% | 減碼 |
| 7 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -0.56% | 減碼 |
| 8 | COHR | Coherent CORP | +0.1% | -0.28% | 減碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.71% | 減碼 |
| 10 | CAH | Cardinal Health Inc | +0.1% | +2.88% | 加碼 |
| 11 | TCMD | Tactile Systems Technology I | +0.1% | -0.87% | 減碼 |
| 12 | VTRS | Viatris Inc | +0.1% | — | 不變 |
| 13 | MU | Micron Technology Inc | +0.1% | -16.36% | 減碼 |
| 14 | EMR | Emerson Electric Co | +0.1% | +78.23% | 加碼 |
| 15 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.1% | +0.49% | 加碼 |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +3.08% | 加碼 |
| 17 | OKE | Oneok Inc | -0.1% | -26.29% | 減碼 |
| 18 | NEWT | Newtekone Inc | -0.1% | -26.65% | 減碼 |
| 19 | TFI | Ss Spdr N Ice Muni Bond ETF | -0.1% | -52.64% | 減碼 |
| 20 | BX | Blackstone Inc | -0.1% | -1.54% | 減碼 |
| 21 | LNG | Cheniere Energy Inc | -0.1% | +0.20% | 加碼 |
| 22 | PINS | Pinterest Inc- Class A | -0.1% | -93.74% | 減碼 |
| 23 | FOUR 6 05-01-28債券 | Shift4 Payments Inc | -0.1% | -8.30% | 減碼 |
| 24 | GRMN | Garmin Ltd. | -0.1% | -3.65% | 減碼 |
| 25 | MDLZ | Mondelez International Inc-a | -0.1% | +1.05% | 加碼 |
| 26 | KMB | Kimberly-clark CORP | -0.1% | -13.26% | 減碼 |
| 27 | SYY | Sysco CORP | -0.1% | -26.02% | 減碼 |
| 28 | HD | Home Depot Inc | -0.1% | +0.09% | 加碼 |
| 29 | PFE | Pfizer Inc | -0.1% | -10.13% | 減碼 |
| 30 | VZ | Verizon Communications Inc | -0.1% | -5.08% | 減碼 |
| 31 | TY | Tri-continental CORP | -0.1% | +0.63% | 加碼 |
| 32 | MO | Altria Group Inc | -0.1% | -25.62% | 減碼 |
| 33 | TOTL | Ss Doubleline Tr Tact ETF | -0.1% | -7.73% | 減碼 |
| 34 | MPC | Marathon Petroleum CORP | -0.1% | -1.23% | 減碼 |
| 35 | 6D8 | Dupont De Nemours Inc | -0.2% | -0.51% | 減碼 |
| 36 | ETN | Eaton Corporation plc | -0.2% | -3.65% | 減碼 |
| 37 | MSFT | Microsoft CORP | -0.2% | -1.75% | 減碼 |
| 38 | ORCL | Oracle CORP | -0.2% | +0.41% | 加碼 |
| 39 | EPR | Epr Properties | -0.2% | -4.66% | 減碼 |
| 40 | MCHP | Microchip Technology Inc | -0.2% | -75.27% | 減碼 |
| 41 | JPM | Jpmorgan Chase & Co | -0.2% | -10.10% | 減碼 |
| 42 | STX | Seagate Technology Holdings plc | -0.4% | -38.58% | 減碼 |
| 43 | AES | Aes CORP | — | NEW | 新建倉 |
| 44 | SMG | Scotts Miracle-gro Co | — | NEW | 新建倉 |
| 45 | GLPI | Gaming And Leisure Propertie | — | EXIT | 清倉 |
| 46 | TTE | TotalEnergies SE | — | NEW | 新建倉 |
| 47 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清倉 |
| 48 | Q | Qnity Electronics Inc | — | NEW | 新建倉 |
| 49 | CLX | Clorox Company | — | NEW | 新建倉 |
| 50 | SOLS | Solstice Adv Materials Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，1620 Investment Advisors, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 647 個公開持股部位。
在 Q4 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 (2.6%)、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
AES
市值: US$49.1萬
本季最大獲利了結 / 清倉標的
GLPI
前期市值: US$42.5萬
在 Q4 2025 季度中，1620 Investment Advisors, Inc. 共進行了 49 項持倉異動，包含新建倉 6 個部位、加碼 12 個部位、減碼 29 個部位以及清倉 2 個部位。 其中最大新建倉標的為 AES。 本季清倉部位包含 GLPI。
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。