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: 0002020280
申報總市值
US$4.0億
US$4.0億
183 檔
40.6%
在 Q4 2025 的 13F 官方備案中，Fiduciary Family Office, LLC 管理的美股投資組合規模來到 US$4.0億，整體持股檔數為 183 檔。
從 Q4 2025 申報觀察，Fiduciary Family Office, LLC 採取防禦導向的調倉策略，本季減碼 31 檔個股並出清 5 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, JEPI）累計市值佔比達 40.6%，是驅動 Fiduciary Family Office, LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
LIN
市值: US$104.6萬
本季最大獲利了結 / 清倉標的
FISV
前期市值: US$124.0萬
| # | 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 | 34.49% | +0.29% | -0.13% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.48% | +0.15% | +0.63% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.03% | -0.60% | -2.80% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.96% | +0.15% | -5.30% | |
| 5 | JIVE | JPM Interntl Value ETF | ETF-其他 | 2.72% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | -0.04% | -1.45% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.58% | +0.52% | +6.71% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | +0.02% | +0.70% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.29% | +0.20% | -0.23% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.16% | -0.10% | -6.16% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.13% | -0.43% | -15.51% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | -0.06% | -5.60% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.04% | -0.01% | — | |
| 14 | AXP | American Express Co | 股票-金融 | 0.95% | +0.04% | -0.40% | |
| 15 | WFC | Wells Fargo & Co | 股票-金融 | 0.94% | -0.08% | -1.78% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.88% | +0.25% | -0.97% | |
| 17 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.84% | -0.35% | — | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 0.81% | +0.92% | -13.23% | |
| 19 | PM | Philip Morris International | 股票-非循環性消費 | 0.74% | -0.07% | -15.65% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.70% | — | +0.65% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.69% | +0.11% | +9.83% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.69% | — | -23.30% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.69% | -0.12% | -7.00% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | +0.01% | -6.60% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.67% | -0.09% | -22.18% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.65% | +0.33% | -7.76% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.65% | -0.15% | +0.28% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.65% | -0.01% | +1.14% | |
| 29 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.63% | +0.07% | -12.11% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.02% | -1.11% | |
| 31 | PH | Parker Hannifin CORP | 股票-工業 | 0.61% | +0.07% | +0.55% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.59% | +0.01% | +0.20% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | +0.09% | +1.10% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | -0.12% | -6.32% | |
| 35 | MCK | Mckesson CORP | 股票-醫療保健 | 0.54% | -0.14% | +0.26% | |
| 36 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.53% | -0.02% | -6.96% | |
| 37 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.52% | +0.14% | +30.72% | |
| 38 | KR | Kroger Co | 股票-非循環性消費 | 0.50% | -0.22% | -12.74% | |
| 39 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.48% | +0.05% | -17.94% | |
| 40 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.45% | -0.03% | +4.32% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | -0.09% | +0.62% | |
| 42 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.44% | -0.36% | -1.59% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.43% | -0.06% | -10.46% | |
| 44 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.40% | +0.01% | +1.10% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.39% | -0.01% | — | |
| 46 | ADI | Analog Devices Inc | 股票-科技 | 0.39% | +0.08% | +27.28% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.38% | +0.30% | — | |
| 48 | CMI | Cummins Inc | 股票-工業 | 0.38% | -0.08% | -10.19% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.38% | -0.15% | -20.09% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.37% | -0.07% | +147.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.5% | -0.13% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -5.30% | 減碼 |
| 3 | LLY | Eli Lilly & Co | +0.3% | -0.97% | 減碼 |
| 4 | ABT | Abbott Laboratories | +0.2% | +147.77% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +9.83% | 加碼 |
| 6 | IQV | Iqvia Holdings Inc | +0.2% | +30.72% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.2% | +6.71% | 加碼 |
| 8 | JIVE | JPM Interntl Value ETF | +0.2% | — | 不變 |
| 9 | STE | STERIS plc | +0.1% | +64.57% | 加碼 |
| 10 | AMT | American Tower CORP | +0.1% | +108.99% | 加碼 |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +104.41% | 加碼 |
| 12 | ADI | Analog Devices Inc | +0.1% | +27.28% | 加碼 |
| 13 | AXP | American Express Co | +0.1% | -0.40% | 減碼 |
| 14 | PH | Parker Hannifin CORP | +0.1% | +0.55% | 加碼 |
| 15 | GLD | Spdr Gold Shares | +0.1% | — | 不變 |
| 16 | LRCX | Lam Research CORP | +0.1% | -13.23% | 減碼 |
| 17 | TMUS | T-mobile US Inc | -0.1% | -1.59% | 減碼 |
| 18 | PEP | Pepsico Inc | -0.1% | -20.09% | 減碼 |
| 19 | ITW | Illinois Tool Works | -0.1% | -34.63% | 減碼 |
| 20 | INGR | Ingredion Inc | -0.1% | -52.15% | 減碼 |
| 21 | WM | Waste Management Inc | -0.1% | -36.27% | 減碼 |
| 22 | GWW | Ww Grainger Inc | -0.1% | -52.35% | 減碼 |
| 23 | TXN | Texas Instruments Inc | -0.1% | -40.95% | 減碼 |
| 24 | KR | Kroger Co | -0.1% | -12.74% | 減碼 |
| 25 | ADP | Automatic Data Processing | -0.1% | -30.24% | 減碼 |
| 26 | IBKR | Interactive Brokers Gro-cl A | -0.1% | -12.11% | 減碼 |
| 27 | PM | Philip Morris International | -0.1% | -15.65% | 減碼 |
| 28 | ACN | Accenture plc | -0.2% | -39.34% | 減碼 |
| 29 | IRM | Iron Mountain Inc | -0.2% | -49.78% | 減碼 |
| 30 | VTV | Vanguard Value ETF | -0.2% | -15.51% | 減碼 |
| 31 | CCL1EUR | Carnival CORP LTD | -0.2% | -65.34% | 減碼 |
| 32 | IWD | Ishares Russell 1000 Value E | -0.2% | -22.18% | 減碼 |
| 33 | NSC | Norfolk Southern CORP | -0.2% | -48.83% | 減碼 |
| 34 | APD | Air Products & Chemicals Inc | -0.2% | -69.48% | 減碼 |
| 35 | PG | Procter & Gamble Co/the | -0.2% | -43.45% | 減碼 |
| 36 | CL | Colgate-palmolive Co | -0.2% | -68.68% | 減碼 |
| 37 | MSFT | Microsoft CORP | -0.2% | -1.45% | 減碼 |
| 38 | META | Meta Platforms Inc-class A | -0.2% | -6.16% | 減碼 |
| 39 | HD | Home Depot Inc | -0.2% | -25.54% | 減碼 |
| 40 | CHD | Church & Dwight Co Inc | -0.2% | -71.57% | 減碼 |
| 41 | MRSH | Marsh & Mclennan Cos | -0.2% | -73.59% | 減碼 |
| 42 | ORCL | Oracle CORP | -0.6% | -23.30% | 減碼 |
| 43 | FISV | Fiserv Inc | — | EXIT | 清倉 |
| 44 | GLPI | Gaming And Leisure Propertie | — | EXIT | 清倉 |
| 45 | CRH | CRH plc | — | EXIT | 清倉 |
| 46 | LIN | Linde plc | — | NEW | 新建倉 |
| 47 | CLX | Clorox Company | — | EXIT | 清倉 |
| 48 | MSI | Motorola Solutions Inc | — | NEW | 新建倉 |
| 49 | CSX | Csx CORP | — | NEW | 新建倉 |
| 50 | BMY | Bristol-myers Squibb Co | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Fiduciary Family Office, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$4.0億，共申報了 183 個公開持股部位。
在 Q4 2025 季度，Fiduciary Family Office, LLC 按市值排列的前三大核心持股分別為：AAPL (34.5%)、NVDA (3.5%)、JEPI (3.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 34.5% 的權重。
在 Q4 2025 季度中，Fiduciary Family Office, LLC 共進行了 48 項持倉異動，包含新建倉 3 個部位、加碼 9 個部位、減碼 31 個部位以及清倉 5 個部位。 其中最大新建倉標的為 LIN。 本季清倉部位包含 FISV。
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。
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。
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。