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: 0001954805
申報總市值
US$14.8億
US$14.8億
385 檔
13.3%
在 Q1 2025 的 13F 官方備案中，Fiduciary Alliance LLC 管理的美股投資組合規模來到 US$14.8億，整體持股檔數為 385 檔。
Fiduciary Alliance LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 8 檔股票的新建倉與 28 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Fiduciary Alliance LLC 的前 5 大核心持股（包含 AAPL, SPY, MSFT 等）合計佔整體申報市值的 13.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 385 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 | 5.10% | -0.31% | +3.39% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.14% | -0.48% | +22.11% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.77% | -0.65% | +1.94% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.45% | +0.03% | +0.84% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.91% | -0.21% | +3.65% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.57% | -0.49% | +6.28% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.93% | -0.32% | +2.54% | |
| 8 | COP | Conocophillips | 股票-能源 | 1.85% | -0.07% | -3.66% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.67% | +0.15% | -0.41% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 1.59% | +0.01% | -8.17% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.53% | -0.88% | +18.28% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.40% | -0.03% | +17.99% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 1.33% | +0.14% | +19.23% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.30% | +0.16% | +1.29% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.28% | +0.39% | +6.08% | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.27% | -0.30% | -4.26% | |
| 17 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.25% | -0.56% | +11.35% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.13% | -0.08% | +7.80% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.09% | -0.34% | +6.32% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.02% | +0.09% | +6.89% | |
| 21 | WWJD | Inspire International ETF | ETF-其他 | 1.01% | +0.09% | +3.53% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.01% | -0.13% | +61.49% | |
| 23 | MSTR | Strategy Inc | 股票-科技 | 0.99% | -0.39% | +12.79% | |
| 24 | RSG | Republic Services Inc | 股票-工業 | 0.98% | -0.04% | -0.92% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.94% | -0.01% | +23.92% | |
| 26 | AMGN | Amgen Inc | 股票-醫療保健 | 0.89% | +0.01% | +0.91% | |
| 27 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.88% | +0.03% | +4.91% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.84% | +0.11% | +7.07% | |
| 29 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.75% | -0.33% | +20.79% | |
| 30 | ETN | Eaton Corporation plc | 股票-工業 | 0.74% | +0.05% | -7.15% | |
| 31 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.71% | -0.51% | EXIT | |
| 32 | DHR | Danaher CORP | 股票-醫療保健 | 0.70% | +0.02% | +3.31% | |
| 33 | PWR | Quanta Services Inc | 股票-工業 | 0.70% | -0.19% | +3.85% | |
| 34 | MCO | Moody's CORP | 股票-金融 | 0.68% | — | +3.75% | |
| 35 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.68% | -0.01% | +11.28% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工業 | 0.68% | -0.08% | -10.49% | |
| 37 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 0.67% | -0.20% | +1.57% | |
| 38 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.64% | +0.08% | +69.91% | |
| 39 | CPS | Cooper-standard Holding | 股票-其他 | 0.63% | -0.37% | +22.32% | |
| 40 | CME | Cme Group Inc | 股票-金融 | 0.62% | -0.26% | +1.58% | |
| 41 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.60% | +0.10% | +1.08% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | +0.36% | +17.97% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.59% | +0.01% | +0.68% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.59% | +0.13% | +1.37% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.58% | +0.02% | -9.64% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.58% | +0.24% | -11.08% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.56% | -0.23% | +11.27% | |
| 48 | T | At&t Inc | 股票-通訊服務 | 0.54% | -0.15% | +172.79% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | -0.05% | -19.47% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.52% | +0.21% | +2.82% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +0.7% | +18.28% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +22.11% | 加碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +3.65% | 加碼 |
| 4 | T | At&t Inc | +0.4% | +172.79% | 加碼 |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +61.49% | 加碼 |
| 6 | TBIL | F/m US Treasury 3 Month Bill | +0.4% | +549.53% | 加碼 |
| 7 | NFLX | Netflix Inc | +0.3% | +879.28% | 加碼 |
| 8 | BLK | Blackrock Inc | +0.3% | NEW | 新建倉 |
| 9 | JPIB | Jpmorgan Intl Bnd ETF | +0.3% | +69.91% | 加碼 |
| 10 | GLW | Corning Inc | +0.3% | +399.08% | 加碼 |
| 11 | ALL | Allstate CORP | +0.2% | +490.63% | 加碼 |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +17.99% | 加碼 |
| 13 | HOOD | Robinhood Markets Inc - A | +0.2% | NEW | 新建倉 |
| 14 | XSMO | Invesco S&p Smallcap Momentu | +0.2% | +104.98% | 加碼 |
| 15 | COST | Costco Wholesale CORP | +0.2% | +23.92% | 加碼 |
| 16 | CPS | Cooper-standard Holding | +0.2% | +22.32% | 加碼 |
| 17 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | 新建倉 |
| 18 | JNJ | Johnson & Johnson | +0.2% | +1.29% | 加碼 |
| 19 | LEN | Lennar Corp-a | +0.2% | NEW | 新建倉 |
| 20 | RSG | Republic Services Inc | +0.1% | -0.92% | 減碼 |
| 21 | HIMS | Hims & Hers Health Inc | +0.1% | NEW | 新建倉 |
| 22 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | 新建倉 |
| 23 | AMGN | Amgen Inc | +0.1% | +0.91% | 加碼 |
| 24 | LLY | Eli Lilly & Co | +0.1% | +17.97% | 加碼 |
| 25 | SOFI | Sofi Technologies Inc | +0.1% | NEW | 新建倉 |
| 26 | EL | Estee Lauder Companies-cl A | +0.1% | NEW | 新建倉 |
| 27 | MS | Morgan Stanley | +0.1% | +19.23% | 加碼 |
| 28 | SGOL | Abrdn Physical Gold Shares | +0.1% | +1.57% | 加碼 |
| 29 | SPG | Simon Property Group Inc | +0.1% | +36.05% | 加碼 |
| 30 | GNRC | Generac Holdings Inc | -0.1% | -76.57% | 減碼 |
| 31 | CCI | Crown Castle Inc | -0.1% | -67.41% | 減碼 |
| 32 | AVGO | Broadcom Inc | -0.1% | +12.12% | 加碼 |
| 33 | MRK | Merck & Co. Inc. | -0.2% | -9.64% | 減碼 |
| 34 | LMT | Lockheed Martin CORP | -0.2% | -10.49% | 減碼 |
| 35 | PWR | Quanta Services Inc | -0.2% | +3.85% | 加碼 |
| 36 | TSLA | Tesla Inc | -0.2% | +15.32% | 加碼 |
| 37 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -19.47% | 減碼 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.2% | +6.32% | 加碼 |
| 39 | ICE | Intercontinental Exchange In | -0.2% | -67.10% | 減碼 |
| 40 | ETN | Eaton Corporation plc | -0.3% | -7.15% | 減碼 |
| 41 | BNDX | Vanguard Total Intl Bond ETF | -0.3% | -84.67% | 減碼 |
| 42 | AMZN | Amazon.com Inc | -0.3% | +6.28% | 加碼 |
| 43 | AWK | American Water Works Co Inc | -0.3% | EXIT | 清倉 |
| 44 | HD | Home Depot Inc | -0.3% | -8.17% | 減碼 |
| 45 | ORCL | Oracle CORP | -0.5% | -65.54% | 減碼 |
| 46 | NVDA | Nvidia CORP | -0.5% | +2.54% | 加碼 |
| 47 | MSFT | Microsoft CORP | -0.5% | +1.94% | 加碼 |
| 48 | MDLZ | Mondelez International Inc-a | -0.6% | -93.34% | 減碼 |
| 49 | AAPL | Apple Inc | -0.6% | +3.39% | 加碼 |
| 50 | FCX | Freeport-mcmoran Inc | -0.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Fiduciary Alliance LLC 在 Q1 2025 季度的美股持倉總市值約為 US$14.8億，共申報了 385 個公開持股部位。
在 Q1 2025 季度，Fiduciary Alliance LLC 按市值排列的前三大核心持股分別為：AAPL (5.1%)、SPY (4.1%)、MSFT (3.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.1% 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
BLK
市值: US$275.2萬
本季最大獲利了結 / 清倉標的
FCX
前期市值: US$781.8萬
在 Q1 2025 季度中，Fiduciary Alliance LLC 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 28 個部位、減碼 12 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 FCX。
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。