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
294 檔
34.0%
在 Q3 2025 申報期間，Asset Planning,Inc（CIK: 0002048547）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1.5億，共持有 294 個公開申報部位。
在 Q3 2025 期間，Asset Planning,Inc 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 2 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 AMZN, TDG, LLY）累計市值佔比達 34.0%，是驅動 Asset Planning,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 294 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 | 10.18% | +0.06% | -0.40% | |
| 2 | TDG | Transdigm Group Inc | 股票-工業 | 8.64% | +0.12% | +2.80% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 7.62% | +1.45% | -1.31% | |
| 4 | ALL | Allstate CORP | 股票-金融 | 5.84% | +0.57% | -0.28% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.78% | +0.16% | +0.07% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 4.95% | -1.29% | -0.11% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.30% | +0.19% | +0.58% | |
| 8 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.86% | -0.64% | -1.22% | |
| 9 | WELL | Welltower Inc | 股票-房地產 | 2.59% | +0.18% | -0.46% | |
| 10 | MO | Altria Group Inc | 股票-非循環性消費 | 2.37% | -0.09% | -0.82% | |
| 11 | NFLX | Netflix Inc | 股票-通訊服務 | 1.87% | -0.53% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.12% | +0.06% | |
| 13 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.71% | -0.46% | -0.22% | |
| 14 | O | Realty Income CORP | 股票-房地產 | 1.64% | — | -0.65% | |
| 15 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.54% | +0.05% | -2.15% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.39% | -0.21% | — | |
| 17 | SRE | Sempra | 股票-公用事業 | 1.30% | -0.18% | -0.37% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 1.12% | -0.10% | — | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.10% | -0.36% | +1.51% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.02% | -0.07% | -2.18% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.95% | +0.15% | +0.06% | |
| 22 | CB | Chubb Limited | 股票-金融 | 0.94% | -0.07% | +3.79% | |
| 23 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.93% | +0.04% | -3.66% | |
| 24 | SO | Southern Co/the | 股票-公用事業 | 0.88% | -0.06% | +0.03% | |
| 25 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.77% | +0.03% | — | |
| 26 | TSLA | Tesla Inc | 股票-循環性消費 | 0.73% | +0.03% | -0.87% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | -0.09% | -4.48% | |
| 28 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.63% | -0.07% | -0.99% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.63% | -0.12% | -4.03% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工業 | 0.61% | -0.15% | — | |
| 31 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.61% | +0.01% | -4.02% | |
| 32 | HON | Honeywell International Inc | 股票-工業 | 0.60% | -0.33% | +2.82% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 0.60% | -0.10% | +0.28% | |
| 34 | C | Citigroup Inc | 股票-金融 | 0.59% | +0.08% | — | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.01% | +0.20% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.05% | +0.10% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.57% | +0.05% | +0.47% | |
| 38 | EIX | Edison International | 股票-公用事業 | 0.55% | — | — | |
| 39 | WM | Waste Management Inc | 股票-工業 | 0.51% | -0.07% | +0.31% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | +0.21% | +0.72% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.46% | -0.01% | -2.16% | |
| 42 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.44% | +0.07% | — | |
| 43 | CAT | Caterpillar Inc | 股票-工業 | 0.43% | +0.32% | +0.24% | |
| 44 | LOW | Lowe's Companies, Inc. | 股票-循環性消費 | 0.41% | -0.13% | — | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.39% | -0.03% | — | |
| 46 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.36% | -0.06% | +0.55% | |
| 47 | SPG | Simon Property Group Inc | 股票-房地產 | 0.34% | +0.03% | — | |
| 48 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.34% | +0.06% | +0.65% | |
| 49 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.33% | -0.05% | — | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.32% | -0.01% | +0.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ALL | Allstate CORP | +1.8% | -0.28% | 減碼 |
| 2 | NVDA | Nvidia CORP | +1.2% | +0.58% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.6% | -0.40% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.4% | +0.06% | 加碼 |
| 5 | NFLX | Netflix Inc | +0.3% | — | 不變 |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | +0.06% | 減碼 |
| 7 | TSLA | Tesla Inc | +0.3% | -0.87% | 減碼 |
| 8 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | — | 不變 |
| 9 | AAPL | Apple Inc | +0.2% | +0.07% | 減碼 |
| 10 | SRE | Sempra | +0.2% | -0.37% | 減碼 |
| 11 | CAT | Caterpillar Inc | +0.2% | +0.24% | 加碼 |
| 12 | WELL | Welltower Inc | +0.1% | -0.46% | 減碼 |
| 13 | C | Citigroup Inc | +0.1% | — | 不變 |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | — | 加碼 |
| 15 | RTX | Rtx CORP | +0.1% | +0.28% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +0.20% | 減碼 |
| 17 | VIK | Viking Holdings Ltd | +0.1% | — | 不變 |
| 18 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | +6.54% | 加碼 |
| 19 | ORCL | Oracle CORP | +0.1% | +6.61% | 加碼 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | 不變 |
| 21 | TJX | Tjx Companies Inc | +0.1% | +0.24% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | — | 不變 |
| 23 | AVGO | Broadcom Inc | +0.1% | — | 加碼 |
| 24 | CEG | Constellation Energy | +0.1% | +30.61% | 加碼 |
| 25 | HD | Home Depot Inc | 0% | +0.47% | 加碼 |
| 26 | LMT | Lockheed Martin CORP | 0% | — | 加碼 |
| 27 | MO | Altria Group Inc | 0% | -0.82% | 減碼 |
| 28 | EW | Edwards Lifesciences CORP | 0% | -2.15% | 加碼 |
| 29 | O | Realty Income CORP | -0.1% | -0.65% | 加碼 |
| 30 | AEP | American Electric Power | -0.1% | +11207.97% | 加碼 |
| 31 | UHAL | U-haul Holding Co | -0.1% | -8.73% | 減碼 |
| 32 | CMG | Chipotle Mexican Grill Inc | -0.1% | -27.98% | 減碼 |
| 33 | ED | Consolidated Edison Inc | -0.1% | -0.99% | 減碼 |
| 34 | CVX | Chevron CORP | -0.2% | +1.51% | 加碼 |
| 35 | KMB | Kimberly-clark CORP | -0.2% | -4.02% | 減碼 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | — | 不變 |
| 37 | VZ | Verizon Communications Inc | -0.2% | -0.22% | 減碼 |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -2.18% | 減碼 |
| 39 | EIX | Edison International | -0.3% | — | 減碼 |
| 40 | SBUX | Starbucks CORP | -0.3% | -3.66% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | -0.3% | -2.16% | 加碼 |
| 42 | BMY | Bristol-myers Squibb Co | -0.4% | -4.03% | 減碼 |
| 43 | MCD | Mcdonald's CORP | -0.4% | -1.22% | 減碼 |
| 44 | COST | Costco Wholesale CORP | -0.6% | -0.11% | 減碼 |
| 45 | TDG | Transdigm Group Inc | -0.9% | +2.80% | 加碼 |
| 46 | LLY | Eli Lilly & Co | -1.5% | -1.31% | 減碼 |
| 47 | HOOD | Robinhood Markets Inc - A | — | NEW | 新建倉 |
| 48 | BAC 4.125 PERP PP債券 | Bank Of America CORP | — | EXIT | 清倉 |
| 49 | PNFP 6.75 PERP B債券 | Pinnacle Financial Partn | — | EXIT | 清倉 |
| 50 | BKH | Black Hills CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Asset Planning,Inc 在 Q3 2025 季度的美股持倉總市值約為 US$1.5億，共申報了 294 個公開持股部位。
在 Q3 2025 季度，Asset Planning,Inc 按市值排列的前三大核心持股分別為：AMZN (10.2%)、TDG (8.6%)、LLY (7.6%)。其中最大持股部位 AMZN 佔據整體投資組合約 10.2% 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$61.1萬
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 Q3 2025 季度中，Asset Planning,Inc 共進行了 43 項持倉異動，包含新建倉 2 個部位、加碼 18 個部位、減碼 21 個部位以及清倉 2 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。