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: 0001601384
申報總市值
US$12.3億
US$12.3億
266 檔
20.3%
Q2 2025 季度申報顯示，Allen Capital Group, LLC 揭露的美股組合總市值為 US$12.3億，涵蓋 266 個不同之權益投資部位。
觀察 Q2 2025 的申報異動，Allen Capital Group, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 138 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Allen Capital Group, LLC 的前 5 大持股（包含 SPYM, JCPB, BRK-B）貢獻了組合市值的 20.3%，形成該機構在 Q2 2025 季度的基本面基石。
僅顯示前 200 大持股（共 266 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 6.92% | +0.41% | +0.80% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 5.29% | -0.33% | +7.41% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.69% | -0.21% | -6.03% | |
| 4 | IQLT | Ishares Msci International Q | ETF-其他 | 4.47% | +0.05% | +2.02% | |
| 5 | UITB | Victoryshares Core Intermedi | ETF-其他 | 4.17% | -0.15% | +11.20% | |
| 6 | DSTL | Distillate US Fundamental St | ETF-其他 | 3.23% | -0.08% | -3.90% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.14% | +0.12% | -0.74% | |
| 8 | DFAT | Dimensional US Target Value | ETF-其他 | 2.12% | +0.06% | -0.39% | |
| 9 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 1.87% | -1.17% | +0.87% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.77% | +0.08% | +4.31% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.77% | — | +7.11% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.68% | +0.22% | +5.91% | |
| 13 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.62% | -0.05% | +14.16% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | -0.11% | +12.46% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.56% | -0.04% | -1.95% | |
| 16 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 1.51% | +0.15% | +5.33% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.48% | -0.24% | +6.11% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.41% | -0.14% | +29.66% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.35% | +0.16% | +3.77% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | -0.36% | +5.98% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.25% | +0.12% | -0.02% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.19% | -0.10% | +6.66% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | +0.08% | +2.80% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.13% | -0.03% | -15.91% | |
| 25 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 1.04% | -0.03% | +12.24% | |
| 26 | ZHDG | Zega Buy And Hedge ETF | ETF-其他 | 1.04% | -0.03% | -13.69% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.02% | +0.32% | +8.58% | |
| 28 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.93% | +0.05% | +4.48% | |
| 29 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.92% | -0.08% | +8.57% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.91% | +0.17% | +9.39% | |
| 31 | BX | Blackstone Inc | 股票-金融 | 0.91% | -0.03% | +25.41% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.86% | — | +13.19% | |
| 33 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.82% | -0.08% | +3.01% | |
| 34 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.81% | -0.31% | -17.94% | |
| 35 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.76% | -0.10% | +8.91% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.67% | -0.24% | +12.17% | |
| 37 | DE | Deere & Co | 股票-工業 | 0.66% | +0.02% | +5.54% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.66% | +0.04% | +0.03% | |
| 39 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.63% | +0.04% | +14.63% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.62% | -0.01% | -1.77% | |
| 41 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.62% | -0.05% | -2.36% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.61% | -0.02% | -12.57% | |
| 43 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.56% | -0.05% | -6.62% | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.55% | -0.12% | +134.49% | |
| 45 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.54% | -0.13% | +10.24% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.52% | -0.02% | — | |
| 47 | KLAC | Kla CORP | 股票-科技 | 0.52% | +0.58% | +35.96% | |
| 48 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.52% | +0.01% | +27.07% | |
| 49 | INTU | Intuit Inc | 股票-科技 | 0.51% | -0.15% | +7.37% | |
| 50 | SNOW | Snowflake Inc | 股票-科技 | 0.50% | +0.17% | +8.63% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.4% | +12.46% | 加碼 |
| 2 | JMTG | Mortgage-backed Securities | +0.4% | NEW | 新建倉 |
| 3 | ZTS | Zoetis Inc | +0.4% | +781.36% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.3% | +2.80% | 加碼 |
| 5 | APO | Apollo Global Management Inc | +0.3% | NEW | 新建倉 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +8.58% | 加碼 |
| 7 | PEP | Pepsico Inc | +0.3% | +134.49% | 加碼 |
| 8 | SWK | Stanley Black & Decker Inc | +0.3% | NEW | 新建倉 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +6.66% | 加碼 |
| 10 | SCHP | Schwab U.s. Tips ETF | +0.2% | +29.66% | 加碼 |
| 11 | KLAC | Kla CORP | +0.2% | +35.96% | 加碼 |
| 12 | BX | Blackstone Inc | +0.2% | +25.41% | 加碼 |
| 13 | SNOW | Snowflake Inc | +0.2% | +8.63% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +5.98% | 加碼 |
| 15 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +70.30% | 加碼 |
| 16 | SCHW | Schwab (charles) CORP | +0.1% | +8.57% | 加碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.39% | 加碼 |
| 18 | INTU | Intuit Inc | +0.1% | +7.37% | 加碼 |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | 新建倉 |
| 20 | AVEM | Avantis Emerging Markets Eq | +0.1% | +3.77% | 加碼 |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +0.80% | 加碼 |
| 22 | AVGO | Broadcom Inc | +0.1% | +8.59% | 加碼 |
| 23 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +180.37% | 加碼 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +4.48% | 加碼 |
| 25 | VEEV | Veeva Systems Inc-class A | +0.1% | +9.06% | 加碼 |
| 26 | PYLD | Pimco Multisector Bond Actv | +0.1% | +14.16% | 加碼 |
| 27 | UITB | Victoryshares Core Intermedi | +0.1% | +11.20% | 加碼 |
| 28 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +4.31% | 加碼 |
| 29 | BKNG | Booking Holdings Inc | +0.1% | +7.85% | 加碼 |
| 30 | ULTA | Ulta Beauty Inc | +0.1% | +6.94% | 加碼 |
| 31 | BOTZ | Global X Robotics & Artifici | +0.1% | NEW | 新建倉 |
| 32 | RTX | Rtx CORP | +0.1% | NEW | 新建倉 |
| 33 | IQLT | Ishares Msci International Q | +0.1% | +2.02% | 加碼 |
| 34 | ASML | ASML Holding N.V. | +0.1% | +8.20% | 加碼 |
| 35 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +13.40% | 加碼 |
| 36 | CPBI | Central Plains Bancshares In | +0.1% | NEW | 新建倉 |
| 37 | GPC | Genuine Parts Co | 0% | +14.63% | 加碼 |
| 38 | NKE | Nike Inc -cl B | 0% | +10.98% | 加碼 |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | +132.96% | 加碼 |
| 40 | VUG | Vanguard Growth ETF | 0% | +44.01% | 加碼 |
| 41 | ISRG | Intuitive Surgical Inc | 0% | +110.57% | 加碼 |
| 42 | NUTX | Nutex Health Inc | 0% | NEW | 新建倉 |
| 43 | GEV | GE Vernova Inc | 0% | NEW | 新建倉 |
| 44 | HD | Home Depot Inc | 0% | +13.19% | 加碼 |
| 45 | UL | Unilever PLC | 0% | +12.51% | 加碼 |
| 46 | PYPL | Paypal Holdings Inc | 0% | +6.15% | 加碼 |
| 47 | SCHG | Schwab US Large-cap Growth | 0% | +7.13% | 加碼 |
| 48 | CPNG | Coupang Inc | 0% | +29.73% | 加碼 |
| 49 | NFLX | Netflix Inc | 0% | +21.40% | 加碼 |
| 50 | BA | Boeing Co/the | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Allen Capital Group, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$12.3億，共申報了 266 個公開持股部位。
在 Q2 2025 季度，Allen Capital Group, LLC 按市值排列的前三大核心持股分別為：SPYM (6.9%)、JCPB (5.3%)、BRK-B (4.7%)。其中最大持股部位 SPYM 佔據整體投資組合約 6.9% 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
JMTG
市值: US$358.7萬
本季最大獲利了結 / 清倉標的
RTX CORPORATION
前期市值: US$42.5萬
在 Q2 2025 季度中，Allen Capital Group, LLC 共進行了 197 項持倉異動，包含新建倉 33 個部位、加碼 105 個部位、減碼 52 個部位以及清倉 7 個部位。 其中最大新建倉標的為 JMTG。 本季清倉部位包含 RTX CORPORATION。
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。