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: 0001978521
申報總市值
US$5.3億
US$5.3億
230 檔
24.9%
3Chopt Investment Partners, LLC 在 Q3 2025 季度的美股部位總計估值為 US$5.3億，分散於 230 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2025 期間，3Chopt Investment Partners, LLC 展現了靈活的資產再平衡步調，透過出清 6 檔弱勢或達到目標價部位，將資金轉置於 4 檔新建倉標的之中。
在資產配置集中度方面，3Chopt Investment Partners, LLC 的前 5 大核心持股（包含 VOO, NVDA, VB 等）合計佔整體申報市值的 24.9%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
GLOF
市值: US$198.2萬
本季最大獲利了結 / 清倉標的
PHM
前期市值: US$249.5萬
僅顯示前 200 大持股（共 230 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 11.47% | -0.37% | -8.93% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.14% | -0.04% | -0.93% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.52% | +0.32% | -1.70% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.32% | +0.04% | -0.16% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | -0.05% | +0.98% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.56% | +0.14% | -0.75% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.03% | +0.06% | -1.28% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.93% | -0.21% | +2.65% | |
| 9 | VST | Vistra CORP | 股票-公用事業 | 1.86% | -0.19% | -4.14% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.86% | -0.27% | +3.53% | |
| 11 | MCK | Mckesson CORP | 股票-醫療保健 | 1.40% | -0.48% | -1.41% | |
| 12 | PM | Philip Morris International | 股票-非循環性消費 | 1.38% | -0.16% | -1.15% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.16% | -0.33% | |
| 14 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 1.27% | -0.13% | +9.59% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.22% | +0.19% | +0.70% | |
| 16 | MO | Altria Group Inc | 股票-非循環性消費 | 1.11% | -0.14% | +1.64% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.11% | -0.08% | +1.63% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 1.01% | +0.79% | NEW | |
| 19 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.98% | -0.18% | +0.63% | |
| 20 | WMB | Williams Cos Inc | 股票-能源 | 0.97% | -0.19% | -0.32% | |
| 21 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.95% | -0.26% | +3.18% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.93% | +0.16% | +1.44% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | -0.16% | +0.42% | |
| 24 | DBX | Dropbox Inc-class A | 股票-科技 | 0.91% | -0.41% | +0.99% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | +0.14% | +39.43% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.85% | +0.24% | -0.54% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.81% | -0.09% | +2.95% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.79% | -0.23% | +0.16% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.78% | +0.07% | -0.69% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.76% | -0.09% | -3.03% | |
| 31 | JMOM | Jpmorgan US Momentum Factor | ETF-其他 | 0.74% | +0.02% | — | |
| 32 | PGR | Progressive CORP | 股票-金融 | 0.73% | -0.04% | -0.50% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.72% | -0.05% | +2.23% | |
| 34 | NSC | Norfolk Southern CORP | 股票-工業 | 0.72% | -0.07% | +1.82% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.64% | +0.01% | -1.97% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.63% | +0.27% | NEW | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.33% | -2.85% | |
| 38 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.60% | +0.45% | NEW | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | -0.06% | -7.21% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.60% | -0.08% | +0.71% | |
| 41 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.60% | -0.20% | +6.65% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | -0.09% | -0.74% | |
| 43 | COF | Capital One Financial CORP | 股票-金融 | 0.57% | +0.39% | NEW | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.55% | -0.11% | -1.90% | |
| 45 | NVR | Nvr Inc | 股票-循環性消費 | 0.54% | -0.12% | -26.60% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.51% | -0.07% | -25.00% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.51% | -0.03% | +10.69% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.50% | -0.11% | +0.91% | |
| 49 | CI | THE Cigna Group | 股票-醫療保健 | 0.50% | -0.06% | -1.79% | |
| 50 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.49% | -0.09% | -1.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | -0.93% | 減碼 |
| 2 | AVGO | Broadcom Inc | +0.8% | -1.28% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | -0.75% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.5% | +0.98% | 加碼 |
| 5 | VST | Vistra CORP | +0.5% | -4.14% | 減碼 |
| 6 | JMOM | Jpmorgan US Momentum Factor | +0.4% | — | 加碼 |
| 7 | TSLA | Tesla Inc | +0.3% | -0.69% | 加碼 |
| 8 | CF | Cf Industries Holdings Inc | +0.3% | +11.88% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.44% | 加碼 |
| 10 | ORCL | Oracle CORP | +0.3% | -1.09% | 減碼 |
| 11 | KLAC | Kla CORP | +0.2% | +150.78% | 加碼 |
| 12 | ADBE | Adobe Inc | +0.2% | +65.27% | 加碼 |
| 13 | LRCX | Lam Research CORP | +0.2% | +32.90% | 加碼 |
| 14 | AAPL | Apple Inc | +0.2% | -0.16% | 加碼 |
| 15 | EFA | Ishares Msci Eafe ETF | +0.2% | — | 加碼 |
| 16 | COF | Capital One Financial CORP | +0.2% | -8.22% | 加碼 |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +36.52% | 加碼 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -0.33% | 減碼 |
| 19 | BKNG | Booking Holdings Inc | +0.1% | +0.63% | 加碼 |
| 20 | NSC | Norfolk Southern CORP | +0.1% | +1.82% | 加碼 |
| 21 | C | Citigroup Inc | +0.1% | -3.39% | 加碼 |
| 22 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +1.63% | 加碼 |
| 23 | WFC | Wells Fargo & Co | +0.1% | -0.64% | 加碼 |
| 24 | META | Meta Platforms Inc-class A | 0% | +3.53% | 減碼 |
| 25 | AMZN | Amazon.com Inc | 0% | +0.70% | 加碼 |
| 26 | QCOM | Qualcomm Inc | 0% | +2.23% | 加碼 |
| 27 | DBX | Dropbox Inc-class A | 0% | +0.99% | 加碼 |
| 28 | MO | Altria Group Inc | 0% | +1.64% | 加碼 |
| 29 | BBUS | Jpmorgan Betabuilders US Equ | 0% | +9.59% | 減碼 |
| 30 | MCK | Mckesson CORP | 0% | -1.41% | 減碼 |
| 31 | VB | Vanguard Small-cap ETF | -0.1% | -1.70% | 減碼 |
| 32 | CRH | CRH plc | -0.2% | -13.06% | 減碼 |
| 33 | PG | Procter & Gamble Co/the | -0.2% | -7.21% | 減碼 |
| 34 | VRTX | Vertex Pharmaceuticals Inc | -0.3% | -9.75% | 減碼 |
| 35 | NVR | Nvr Inc | -0.3% | -26.60% | 減碼 |
| 36 | VOO | Vanguard S&p 500 ETF | -0.3% | -8.93% | 減碼 |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | -25.00% | 減碼 |
| 38 | JGLO | Jpmorgan Glbl Slct Eq ETF | -0.5% | -10.50% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.5% | -34.67% | 減碼 |
| 40 | BMY | Bristol-myers Squibb Co | -0.6% | -57.86% | 減碼 |
| 41 | PHM | Pultegroup Inc | — | EXIT | 清倉 |
| 42 | GLOF | Ishares Global Equity Factor | — | NEW | 新建倉 |
| 43 | AES | Aes CORP | — | EXIT | 清倉 |
| 44 | CMCSA | Comcast Corp-class A | — | EXIT | 清倉 |
| 45 | RL | Ralph Lauren CORP | — | NEW | 新建倉 |
| 46 | CWI | State Street Spdr Msci Acwi | — | EXIT | 清倉 |
| 47 | FIS | Fidelity National Info Serv | — | EXIT | 清倉 |
| 48 | OC | Owens Corning | — | EXIT | 清倉 |
| 49 | EXPE | Expedia Group Inc | — | NEW | 新建倉 |
| 50 | TPR | Tapestry Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，3Chopt Investment Partners, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$5.3億，共申報了 230 個公開持股部位。
在 Q3 2025 季度，3Chopt Investment Partners, LLC 按市值排列的前三大核心持股分別為：VOO (11.5%)、NVDA (6.1%)、VB (5.5%)。其中最大持股部位 VOO 佔據整體投資組合約 11.5% 的權重。
在 Q3 2025 季度中，3Chopt Investment Partners, LLC 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 19 個部位以及清倉 6 個部位。 其中最大新建倉標的為 GLOF。 本季清倉部位包含 PHM。
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。
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。
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。