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: 0002048547
申報總市值
US$1.5億
US$1.5億
289 檔
33.8%
截至 Q2 2025 季度末，Asset Planning,Inc 的美股持倉估值約為 US$1.5億，全數申報部位共有 289 檔。
Asset Planning,Inc 在 Q2 2025 進行了結構性的板塊輪動與部位換股。在開立 2 個全新部位及加碼 18 檔持股的同時，亦同步清倉 3 檔並減碼 18 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AMZN, TDG, LLY）占據了總市值的 33.8%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 289 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 10.63% | +0.06% | -0.35% | |
| 2 | TDG | Transdigm Group Inc | 股票-工業 | 10.10% | +0.12% | +0.23% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 8.21% | +1.45% | -0.34% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 5.52% | -1.29% | -0.38% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.85% | +0.16% | -2.51% | |
| 6 | ALL | Allstate CORP | 股票-金融 | 4.42% | +0.57% | +0.03% | |
| 7 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.90% | -0.64% | -0.07% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.89% | +0.19% | -0.38% | |
| 9 | WELL | Welltower Inc | 股票-房地產 | 2.34% | +0.18% | -0.94% | |
| 10 | MO | Altria Group Inc | 股票-非循環性消費 | 2.21% | -0.09% | -0.32% | |
| 11 | NFLX | Netflix Inc | 股票-通訊服務 | 2.18% | -0.53% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.12% | +0.91% | |
| 13 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.76% | -0.46% | -0.82% | |
| 14 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.65% | +0.05% | +3.77% | |
| 15 | O | Realty Income CORP | 股票-房地產 | 1.63% | — | +1.13% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.40% | -0.21% | — | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 1.15% | -0.10% | — | |
| 18 | SRE | Sempra | 股票-公用事業 | 1.14% | -0.18% | -2.30% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.13% | -0.07% | -0.49% | |
| 20 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.09% | +0.04% | +0.13% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.04% | -0.36% | +0.49% | |
| 22 | CB | Chubb Limited | 股票-金融 | 0.97% | -0.07% | +0.32% | |
| 23 | SO | Southern Co/the | 股票-公用事業 | 0.89% | -0.06% | +0.03% | |
| 24 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.78% | +0.03% | — | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | +0.15% | -1.17% | |
| 26 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.70% | -0.12% | -3.52% | |
| 27 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.68% | +0.01% | +0.01% | |
| 28 | HON | Honeywell International Inc | 股票-工業 | 0.67% | -0.33% | +0.18% | |
| 29 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.66% | -0.07% | +0.15% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | -0.09% | -4.43% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 0.59% | -0.15% | +0.06% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.05% | +0.09% | |
| 33 | WM | Waste Management Inc | 股票-工業 | 0.55% | -0.07% | +0.31% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | +0.01% | -1.10% | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 0.55% | +0.03% | -1.04% | |
| 36 | RTX | Rtx CORP | 股票-工業 | 0.54% | -0.10% | +0.33% | |
| 37 | EIX | Edison International | 股票-公用事業 | 0.54% | — | -20.15% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.53% | +0.05% | +3.26% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.21% | -1.70% | |
| 40 | C | Citigroup Inc | 股票-金融 | 0.52% | +0.08% | — | |
| 41 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.45% | -0.01% | +3.32% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.41% | -0.03% | — | |
| 43 | LOW | Lowe's Companies, Inc. | 股票-循環性消費 | 0.38% | -0.13% | — | |
| 44 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.36% | -0.05% | — | |
| 45 | CAT | Caterpillar Inc | 股票-工業 | 0.36% | +0.32% | +13.16% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.35% | -0.01% | +0.67% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.35% | +0.01% | -9.99% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.34% | -0.06% | -15.06% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.33% | -0.04% | -4.18% | |
| 50 | UHAL | U-haul Holding Co | 股票-其他 | 0.32% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1% | -0.35% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.8% | -0.38% | 減碼 |
| 3 | NFLX | Netflix Inc | +0.6% | — | 不變 |
| 4 | TDG | Transdigm Group Inc | +0.6% | +0.23% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.4% | +0.91% | 加碼 |
| 6 | ALL | Allstate CORP | +0.4% | +0.03% | 加碼 |
| 7 | HOOD | Robinhood Markets Inc - A | +0.3% | NEW | 新建倉 |
| 8 | RCL | Royal Caribbean Cruises Ltd. | +0.3% | — | 不變 |
| 9 | EW | Edwards Lifesciences CORP | +0.1% | +3.77% | 加碼 |
| 10 | TSLA | Tesla Inc | +0.1% | -1.04% | 減碼 |
| 11 | CAT | Caterpillar Inc | +0.1% | +13.16% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | — | 不變 |
| 13 | C | Citigroup Inc | +0.1% | — | 不變 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -1.10% | 減碼 |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | +6.76% | 加碼 |
| 16 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | — | 不變 |
| 17 | VIK | Viking Holdings Ltd | +0.1% | — | 不變 |
| 18 | BKH | Black Hills CORP | +0.1% | NEW | 新建倉 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -1.17% | 減碼 |
| 20 | DIS | Walt Disney Co/the | +0.1% | -4.18% | 減碼 |
| 21 | TJX | Tjx Companies Inc | +0.1% | +51.30% | 加碼 |
| 22 | AVGO | Broadcom Inc | +0.1% | +37.67% | 加碼 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | 不變 |
| 24 | ORCL | Oracle CORP | 0% | +0.13% | 加碼 |
| 25 | HON | Honeywell International Inc | 0% | +0.18% | 加碼 |
| 26 | RTX | Rtx CORP | 0% | +0.33% | 加碼 |
| 27 | CSCO | Cisco Systems Inc | 0% | -1.70% | 減碼 |
| 28 | MAR | Marriott International -cl A | 0% | — | 不變 |
| 29 | WMT | Walmart Inc | 0% | +6.14% | 加碼 |
| 30 | COST | Costco Wholesale CORP | 0% | -0.38% | 減碼 |
| 31 | BAC 4.375 PERP NN債券 | Bank Of America CORP | -0.1% | EXIT | 清倉 |
| 32 | PNFP 6.75 PERP B債券 | Pinnacle Financial Partn | -0.1% | EXIT | 清倉 |
| 33 | NEE | Nextera Energy Inc | -0.1% | -15.06% | 減碼 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | +0.09% | 加碼 |
| 35 | JNJ | Johnson & Johnson | -0.1% | -4.43% | 減碼 |
| 36 | KMB | Kimberly-clark CORP | -0.1% | +0.01% | 加碼 |
| 37 | ED | Consolidated Edison Inc | -0.1% | +0.15% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | -0.1% | -0.49% | 減碼 |
| 39 | SBUX | Starbucks CORP | -0.1% | +0.13% | 加碼 |
| 40 | MO | Altria Group Inc | -0.2% | -0.32% | 減碼 |
| 41 | VZ | Verizon Communications Inc | -0.2% | -0.82% | 減碼 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | — | 不變 |
| 43 | BAC 4.125 PERP PP債券 | Bank Of America CORP | -0.2% | EXIT | 清倉 |
| 44 | CVX | Chevron CORP | -0.2% | +0.49% | 加碼 |
| 45 | EIX | Edison International | -0.3% | -20.15% | 減碼 |
| 46 | BMY | Bristol-myers Squibb Co | -0.3% | -3.52% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | +3.32% | 加碼 |
| 48 | MCD | Mcdonald's CORP | -0.3% | -0.07% | 減碼 |
| 49 | AAPL | Apple Inc | -0.8% | -2.51% | 減碼 |
| 50 | LLY | Eli Lilly & Co | -0.9% | -0.34% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Asset Planning,Inc 在 Q2 2025 季度的美股持倉總市值約為 US$1.5億，共申報了 289 個公開持股部位。
在 Q2 2025 季度，Asset Planning,Inc 按市值排列的前三大核心持股分別為：AMZN (10.6%)、TDG (10.1%)、LLY (8.2%)。其中最大持股部位 AMZN 佔據整體投資組合約 10.6% 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
HOOD
市值: US$40.0萬
本季最大獲利了結 / 清倉標的
BAC 4.125 PERP PP
前期市值: US$27.5萬
在 Q2 2025 季度中，Asset Planning,Inc 共進行了 41 項持倉異動，包含新建倉 2 個部位、加碼 18 個部位、減碼 18 個部位以及清倉 3 個部位。 其中最大新建倉標的為 HOOD。 本季清倉部位包含 BAC 4.125 PERP PP。
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。