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: 0002136442
申報總市值
US$2.2億
US$2.2億
2668 檔
12.8%
Q3 2025 季度申報顯示，Essential Partners LLC 揭露的美股組合總市值為 US$2.2億，涵蓋 2668 個不同之權益投資部位。
在 Q3 2025，Essential Partners LLC 操作展現出積極擴展與加碼意向。本季共新建倉 1 個新部位，並對 33 個既有持股進行加碼（合計增持 34 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 PHYS, RBLX, NVDA）占據了總市值的 12.8%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2668 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 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 3.95% | +1.04% | -2.75% | |
| 2 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 1.65% | — | +3.28% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | -0.17% | +10.94% | |
| 4 | GE | General Electric | 股票-工業 | 1.14% | -0.77% | +8.00% | |
| 5 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 1.14% | +0.75% | +1.04% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.07% | +1.02% | +3.27% | |
| 7 | SNOW | Snowflake Inc | 股票-科技 | 1.05% | -0.18% | +1.67% | |
| 8 | ANET | Arista Networks Inc | 股票-科技 | 1.00% | -0.47% | +2.32% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.99% | +1.19% | -13.08% | |
| 10 | PNC | Pnc Financial Services Group | 股票-金融 | 0.94% | -0.54% | +18.46% | |
| 11 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.88% | -0.63% | +10.27% | |
| 12 | GM | General Motors Co | 股票-循環性消費 | 0.87% | -0.74% | +5.10% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.82% | +0.82% | +7.60% | |
| 14 | INCY | Incyte CORP | 股票-醫療保健 | 0.80% | -0.59% | +7.98% | |
| 15 | VRSN | Verisign Inc | 股票-科技 | 0.80% | — | +10.88% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | -0.32% | +3.71% | |
| 17 | C | Citigroup Inc | 股票-金融 | 0.78% | -0.59% | +5.92% | |
| 18 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.76% | — | -0.47% | |
| 19 | GEV | GE Vernova Inc | 股票-工業 | 0.69% | -0.54% | +9.87% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 0.65% | -0.02% | +10.96% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.64% | -0.04% | +128.08% | |
| 22 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.62% | -0.41% | +15.63% | |
| 23 | APH | Amphenol Corp-cl A | 股票-科技 | 0.61% | -0.35% | +5.63% | |
| 24 | TPR | Tapestry Inc | 股票-循環性消費 | 0.61% | -0.52% | +9.72% | |
| 25 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.58% | +0.04% | -0.37% | |
| 26 | MSCI | Msci Inc | 股票-金融 | 0.57% | -0.19% | -1.83% | |
| 27 | FTI | TechnipFMC plc | 股票-能源 | 0.56% | -0.65% | +16.23% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.54% | -0.14% | +213.70% | |
| 29 | DINO | Hf Sinclair CORP | 股票-能源 | 0.54% | -0.58% | +0.55% | |
| 30 | AAPL | Apple Inc | 股票-科技 | 0.53% | +0.45% | +7.80% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.52% | +0.19% | -42.18% | |
| 32 | PM | Philip Morris International | 股票-非循環性消費 | 0.52% | +0.03% | -1.50% | |
| 33 | NOW | Servicenow Inc | 股票-科技 | 0.51% | -0.26% | -5.32% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.51% | -0.46% | +103.20% | |
| 35 | DAL | Delta Air Lines Inc | 股票-工業 | 0.50% | -0.42% | -1.97% | |
| 36 | GRMN | Garmin Ltd. | 股票-科技 | 0.49% | -0.22% | +11.97% | |
| 37 | RL | Ralph Lauren CORP | 股票-循環性消費 | 0.49% | -0.43% | +1.57% | |
| 38 | EVR | Evercore Inc - A | 股票-金融 | 0.48% | -0.29% | +10.97% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.47% | +0.11% | +55.63% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.47% | +0.61% | -4.15% | |
| 41 | LYFT | Lyft Inc-a | 股票-科技 | 0.46% | -0.18% | +7.99% | |
| 42 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 0.46% | +0.14% | +4.68% | |
| 43 | GMOV | Gmo U.s. Value ETF | ETF-其他 | 0.45% | +0.44% | +9.56% | |
| 44 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.44% | +0.08% | +18.47% | |
| 45 | CMI | Cummins Inc | 股票-工業 | 0.44% | -0.42% | +3.45% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | -0.31% | +0.29% | |
| 47 | ETSY | Etsy Inc | 股票-循環性消費 | 0.43% | -0.23% | +0.82% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | -0.28% | -3.67% | |
| 49 | NTNX | Nutanix Inc - A | 股票-科技 | 0.43% | +0.04% | +19.75% | |
| 50 | EME | Emcor Group Inc | 股票-工業 | 0.42% | -0.27% | +16.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +0.4% | +128.08% | 加碼 |
| 2 | MOH | Molina Healthcare Inc | +0.4% | +1356.38% | 加碼 |
| 3 | CHWY | Chewy Inc - Class A | +0.4% | +41933.87% | 加碼 |
| 4 | PEP | Pepsico Inc | +0.3% | +213.70% | 加碼 |
| 5 | CNC | Centene CORP | +0.3% | +3443.66% | 加碼 |
| 6 | FIX | Comfort Systems USA Inc | +0.3% | +10.27% | 加碼 |
| 7 | FDX | Fedex CORP | +0.2% | +463.81% | 加碼 |
| 8 | MRK | Merck & Co. Inc. | +0.2% | +103.20% | 加碼 |
| 9 | ADT | Adt Inc | +0.2% | +276.15% | 加碼 |
| 10 | REGN | Regeneron Pharmaceuticals | +0.2% | +14562.50% | 加碼 |
| 11 | WMT | Walmart Inc | +0.2% | +305.37% | 加碼 |
| 12 | RBLX | Roblox CORP -class A | +0.2% | +3.28% | 加碼 |
| 13 | MEDP | Medpace Holdings Inc | +0.2% | +51.02% | 加碼 |
| 14 | ALNY | Alnylam Pharmaceuticals Inc | +0.2% | +1893.55% | 加碼 |
| 15 | CHTR | Charter Communications Inc-a | +0.2% | +21811.11% | 加碼 |
| 16 | ANET | Arista Networks Inc | +0.2% | +2.32% | 加碼 |
| 17 | MTCH | Match Group Inc | +0.2% | +2269.85% | 加碼 |
| 18 | PNFP | Pinnacle Financial Partners | +0.1% | +2093.21% | 加碼 |
| 19 | NBIX | Neurocrine Biosciences Inc | +0.1% | +113.84% | 加碼 |
| 20 | MSFT | Microsoft CORP | +0.1% | +55.63% | 加碼 |
| 21 | BAH | Booz Allen Hamilton Holdings | +0.1% | +106.00% | 加碼 |
| 22 | EXPE | Expedia Group Inc | +0.1% | +15.63% | 加碼 |
| 23 | NVDA | Nvidia CORP | +0.1% | +10.94% | 加碼 |
| 24 | TPR | Tapestry Inc | +0.1% | +9.72% | 加碼 |
| 25 | LYFT | Lyft Inc-a | +0.1% | +7.99% | 加碼 |
| 26 | INCY | Incyte CORP | +0.1% | +7.98% | 加碼 |
| 27 | GM | General Motors Co | +0.1% | +5.10% | 加碼 |
| 28 | GE | General Electric | +0.1% | +8.00% | 加碼 |
| 29 | PNC | Pnc Financial Services Group | +0.1% | +18.46% | 加碼 |
| 30 | APH | Amphenol Corp-cl A | +0.1% | +5.63% | 加碼 |
| 31 | C | Citigroup Inc | 0% | +5.92% | 加碼 |
| 32 | GEV | GE Vernova Inc | 0% | +9.87% | 加碼 |
| 33 | AVGO | Broadcom Inc | 0% | +3.71% | 加碼 |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | -95.04% | 減碼 |
| 35 | WH | Wyndham Hotels & Resorts Inc | -0.2% | -67.27% | 減碼 |
| 36 | UPS | United Parcel Service-cl B | -0.2% | -80.71% | 減碼 |
| 37 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.2% | -56.22% | 減碼 |
| 38 | PHYS | Sprott Physical Gold Trust | -0.3% | -2.75% | 減碼 |
| 39 | TXRH | Texas Roadhouse Inc | -0.3% | -21.15% | 減碼 |
| 40 | COST | Costco Wholesale CORP | -0.3% | -89.60% | 減碼 |
| 41 | SCHP | Schwab U.s. Tips ETF | -0.3% | -38.34% | 減碼 |
| 42 | AIG | American International Group | -0.3% | -71.79% | 減碼 |
| 43 | CMG | Chipotle Mexican Grill Inc | -0.3% | -86.62% | 減碼 |
| 44 | TEAM | Atlassian Corp-cl A | -0.4% | -67.72% | 減碼 |
| 45 | LMT | Lockheed Martin CORP | -0.4% | -92.33% | 減碼 |
| 46 | CMCSA | Comcast Corp-class A | -0.4% | -90.05% | 減碼 |
| 47 | VGSH | Vanguard Short-term Treasury | -0.4% | -13.08% | 減碼 |
| 48 | VTIP | Vanguard Short-term Tips | -0.6% | -42.18% | 減碼 |
| 49 | FTNT | Fortinet Inc | -0.8% | -93.89% | 減碼 |
| 50 | PCG | P G & E CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Essential Partners LLC 在 Q3 2025 季度的美股持倉總市值約為 US$2.2億，共申報了 2668 個公開持股部位。
在 Q3 2025 季度，Essential Partners LLC 按市值排列的前三大核心持股分別為：PHYS (4.0%)、RBLX (1.6%)、NVDA (1.3%)。其中最大持股部位 PHYS 佔據整體投資組合約 4.0% 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
PCG
市值: US$116.0萬
本季最大獲利了結 / 清倉標的
PHYS
前期市值: US$1052.7萬
在 Q3 2025 季度中，Essential Partners LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 33 個部位、減碼 16 個部位以及清倉 0 個部位。 其中最大新建倉標的為 PCG。
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。