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: 0002057637
申報總市值
US$2.4億
US$2.4億
1149 檔
15.5%
在 Q4 2025 的 13F 官方備案中，Ameriflex Group, Inc. 管理的美股投資組合規模來到 US$2.4億，整體持股檔數為 1149 檔。
從 Q4 2025 申報觀察，Ameriflex Group, Inc. 採取防禦導向的調倉策略，本季減碼 143 檔個股並出清 6 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 AAPL, NVDA, VOO）累計市值佔比達 15.5%，是驅動 Ameriflex Group, 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 1149 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 | AAPL | Apple Inc | 股票-科技 | 7.25% | -0.38% | -33.15% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.58% | -0.10% | -35.83% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.78% | +0.02% | -47.72% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.06% | +0.09% | -30.76% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | -0.51% | -35.32% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.02% | -0.11% | -28.73% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.60% | -0.41% | -41.98% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.55% | -0.12% | -53.73% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.54% | +0.04% | -45.50% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.49% | +0.14% | -28.16% | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.48% | -0.08% | -44.23% | |
| 12 | UNP | Union Pacific CORP | 股票-工業 | 1.32% | -0.12% | -50.41% | |
| 13 | AMGN | Amgen Inc | 股票-醫療保健 | 1.24% | -0.22% | +295.18% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.24% | -0.12% | -41.29% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.23% | -0.22% | -16.90% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.21% | -0.54% | +6.95% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.20% | -0.47% | -25.74% | |
| 18 | TSLA | Tesla Inc | 股票-循環性消費 | 1.16% | -0.06% | +29.83% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | -0.13% | -47.96% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.99% | -0.09% | +238.35% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | -0.41% | +12.16% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.97% | -0.13% | +512.12% | |
| 23 | FNF | Fidelity National Financial | 股票-金融 | 0.81% | -0.12% | -50.00% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.77% | -0.04% | -49.93% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 0.75% | +0.87% | +266.68% | |
| 26 | BRO | Brown & Brown Inc | 股票-金融 | 0.73% | -0.29% | -50.18% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.67% | +0.19% | -46.48% | |
| 28 | GE | General Electric | 股票-工業 | 0.63% | +0.04% | +205.62% | |
| 29 | ZHGIIX | Hines Global Income Trust-i | 股票-其他 | 0.60% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | -0.04% | -44.80% | |
| 31 | IDCC | Interdigital Inc | 股票-科技 | 0.55% | -0.12% | -49.91% | |
| 32 | ALB | Albemarle CORP | 股票-原物料 | 0.54% | -0.26% | -37.16% | |
| 33 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.54% | -0.32% | +428.19% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.53% | -0.08% | +36.49% | |
| 35 | NFLX | Netflix Inc | 股票-通訊服務 | 0.52% | -0.24% | +443.69% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.51% | — | -41.02% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.48% | +0.38% | -38.58% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.47% | -0.02% | -0.94% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.47% | +0.04% | -8.32% | |
| 40 | CAT | Caterpillar Inc | 股票-工業 | 0.46% | +0.24% | -34.63% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.45% | +0.09% | -26.16% | |
| 42 | WMT | Walmart Inc | 股票-非循環性消費 | 0.45% | -0.08% | +38.26% | |
| 43 | GEV | GE Vernova Inc | 股票-工業 | 0.45% | +0.04% | +28.47% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.44% | -0.08% | -47.62% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | +0.24% | -2.72% | |
| 46 | AKRE | Akre Focus ETF | ETF-其他 | 0.42% | -0.09% | — | |
| 47 | XLE | Ss Energy Select Sector | ETF-其他 | 0.42% | -0.14% | +14.44% | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.42% | -0.02% | +235.40% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.41% | -0.03% | -48.98% | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.41% | -0.11% | -51.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +1% | +295.18% | 加碼 |
| 2 | KO | Coca-cola Co/the | +0.9% | +512.12% | 加碼 |
| 3 | JEPI | Jpmorgan Equity Premium Inco | +0.8% | +238.35% | 加碼 |
| 4 | AMD | Advanced Micro Devices | +0.6% | +266.68% | 加碼 |
| 5 | TSLA | Tesla Inc | +0.5% | +29.83% | 加碼 |
| 6 | GE | General Electric | +0.5% | +205.62% | 加碼 |
| 7 | PYLD | Pimco Multisector Bond Actv | +0.5% | +428.19% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | -30.76% | 減碼 |
| 9 | XOM | Exxon Mobil CORP | +0.4% | +12.16% | 加碼 |
| 10 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +235.40% | 加碼 |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +157.29% | 加碼 |
| 12 | ISRG | Intuitive Surgical Inc | +0.3% | +2086.36% | 加碼 |
| 13 | LRCX | Lam Research CORP | +0.3% | +598.66% | 加碼 |
| 14 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.3% | +36.49% | 加碼 |
| 15 | WMT | Walmart Inc | +0.2% | +38.26% | 加碼 |
| 16 | BMY | Bristol-myers Squibb Co | +0.2% | +151.73% | 加碼 |
| 17 | GEV | GE Vernova Inc | +0.2% | +28.47% | 加碼 |
| 18 | LLY | Eli Lilly & Co | +0.2% | -8.32% | 減碼 |
| 19 | QCOM | Qualcomm Inc | +0.2% | +139.46% | 加碼 |
| 20 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +210.48% | 加碼 |
| 21 | HDV | Ishares Core High Dividend E | +0.2% | +458.09% | 加碼 |
| 22 | PM | Philip Morris International | +0.2% | +36.65% | 加碼 |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +95.80% | 加碼 |
| 24 | GS | Goldman Sachs Group Inc | +0.2% | +96.40% | 加碼 |
| 25 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +5755.56% | 加碼 |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +87.28% | 加碼 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1305.00% | 加碼 |
| 28 | TGT | Target CORP | +0.1% | +57675.00% | 加碼 |
| 29 | CEG | Constellation Energy | +0.1% | +26900.00% | 加碼 |
| 30 | VLO | Valero Energy CORP | +0.1% | +254.22% | 加碼 |
| 31 | MMM | 3m Co | +0.1% | +250.24% | 加碼 |
| 32 | HYDB | Ishares High Yield Systemati | +0.1% | +161.58% | 加碼 |
| 33 | MDT | Medtronic plc | +0.1% | +104.99% | 加碼 |
| 34 | BN | Brookfield CORP | +0.1% | +169.02% | 加碼 |
| 35 | AMZN | Amazon.com Inc | +0.1% | -28.73% | 減碼 |
| 36 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +1733.11% | 加碼 |
| 37 | META | Meta Platforms Inc-class A | 0% | -16.90% | 減碼 |
| 38 | CAT | Caterpillar Inc | 0% | -34.63% | 減碼 |
| 39 | PECO | Phillips Edison & Company In | 0% | -19.92% | 減碼 |
| 40 | CSCO | Cisco Systems Inc | 0% | -27.25% | 減碼 |
| 41 | AMAT | Applied Materials Inc | 0% | -38.58% | 減碼 |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -18.02% | 減碼 |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | -28.16% | 減碼 |
| 44 | SCHG | Schwab US Large-cap Growth | 0% | -26.16% | 減碼 |
| 45 | T | At&t Inc | 0% | -12.01% | 減碼 |
| 46 | PANW | Palo Alto Networks Inc | 0% | -19.19% | 減碼 |
| 47 | MRK | Merck & Co. Inc. | 0% | -40.49% | 減碼 |
| 48 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | -23.28% | 減碼 |
| 49 | V | Visa Inc-class A Shares | — | -29.74% | 減碼 |
| 50 | RDVY | First Trust Rising Dividend | 0% | -33.19% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ameriflex Group, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$2.4億，共申報了 1149 個公開持股部位。
在 Q4 2025 季度，Ameriflex Group, Inc. 按市值排列的前三大核心持股分別為：AAPL (7.3%)、NVDA (5.6%)、VOO (2.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.3% 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
ZHGIIX
市值: US$114.6萬
本季最大獲利了結 / 清倉標的
ENFR
前期市值: US$27.4萬
在 Q4 2025 季度中，Ameriflex Group, Inc. 共進行了 199 項持倉異動，包含新建倉 15 個部位、加碼 35 個部位、減碼 143 個部位以及清倉 6 個部位。 其中最大新建倉標的為 ZHGIIX。 本季清倉部位包含 ENFR。
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。