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: 0002101641
申報總市值
US$1.9億
US$1.9億
97 檔
17.8%
根據最新整理的 13F 季度數據集，Finivi Inc. 於 Q3 2025 結束時的管理資產規模為 US$1.9億。該機構在本季度申報了 97 檔美股持倉，呈現出該時期的主要投資地圖。
Q3 2025 的申報記錄反映 Finivi Inc. 的板塊替換策略：機構本季推動了 25 筆增持與 25 筆減持，籌碼呈現明顯的結構重組。
整體而言，Finivi Inc. 的前 5 大持股（包含 QQQ, AVGO, MSFT）貢獻了組合市值的 17.8%，形成該機構在 Q3 2025 季度的基本面基石。
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.82% | +0.24% | -2.44% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.51% | +0.01% | -10.66% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.35% | -0.13% | +0.11% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.70% | +0.16% | +1.17% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.69% | +0.08% | +1.00% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.51% | +0.10% | -6.83% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.37% | +0.21% | +0.01% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 3.35% | -0.69% | +0.55% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.26% | -0.16% | -3.34% | |
| 10 | NU | Nu Holdings Ltd. | 股票-金融 | 2.77% | -0.52% | +0.64% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.69% | -0.14% | +1.01% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.39% | +0.50% | +1.97% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.37% | -0.13% | -4.72% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.36% | +0.10% | +0.14% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.20% | -0.22% | +2.08% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 2.06% | -2.87% | EXIT | |
| 17 | T | At&t Inc | 股票-通訊服務 | 2.06% | -0.64% | +1.29% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.95% | -0.47% | +1.68% | |
| 19 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.84% | +0.17% | -20.02% | |
| 20 | TEM | Tempus Ai Inc-cl A | 股票-醫療保健 | 1.79% | -0.54% | -10.15% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.78% | +0.13% | +1.88% | |
| 22 | KR | Kroger Co | 股票-非循環性消費 | 1.73% | -0.45% | +1.45% | |
| 23 | MP | Mp Materials CORP | 股票-原物料 | 1.69% | -0.67% | -0.01% | |
| 24 | NFLX | Netflix Inc | 股票-通訊服務 | 1.61% | -0.84% | -12.15% | |
| 25 | C | Citigroup Inc | 股票-金融 | 1.58% | +0.12% | -11.09% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.54% | -0.18% | +0.43% | |
| 27 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.32% | -0.18% | +0.83% | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.03% | +0.10% | +1.90% | |
| 29 | B | Barrick Mining CORP | 股票-原物料 | 1.02% | -0.26% | -14.18% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.97% | +0.22% | -2.44% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.94% | -0.31% | -10.35% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.92% | -0.03% | -0.05% | |
| 33 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.82% | -0.36% | +1.84% | |
| 34 | MLI | Mueller Industries Inc | 股票-工業 | 0.80% | +0.05% | +3.60% | |
| 35 | UBER | Uber Technologies Inc | 股票-工業 | 0.74% | -0.26% | -1.97% | |
| 36 | SPGI | S&p Global Inc | 股票-金融 | 0.69% | -0.11% | EXIT | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.65% | — | -0.29% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | +0.05% | +0.48% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | +0.04% | +0.42% | |
| 40 | ES | Eversource Energy | 股票-公用事業 | 0.61% | -0.01% | -32.24% | |
| 41 | ROK | Rockwell Automation Inc | 股票-工業 | 0.60% | +0.18% | +1.42% | |
| 42 | CNQ | Canadian Natural Resources | 股票-能源 | 0.59% | -0.23% | +3.19% | |
| 43 | DE | Deere & Co | 股票-工業 | 0.57% | -0.01% | -0.46% | |
| 44 | PM | Philip Morris International | 股票-非循環性消費 | 0.56% | +0.58% | -0.61% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.54% | -0.01% | — | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.52% | +0.72% | +0.45% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.52% | +0.31% | -0.23% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | -0.04% | +1.20% | |
| 49 | XYZ | Block Inc | 股票-金融 | 0.50% | -0.44% | EXIT | |
| 50 | SHEL | Shell Plc-adr | 股票-能源 | 0.49% | -0.12% | +1.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MP | Mp Materials CORP | +0.8% | -0.01% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.6% | -6.83% | 減碼 |
| 3 | AAPL | Apple Inc | +0.6% | +1.00% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.3% | +0.01% | 加碼 |
| 5 | NU | Nu Holdings Ltd. | +0.3% | +0.64% | 加碼 |
| 6 | HOOD | Robinhood Markets Inc - A | +0.2% | -20.02% | 減碼 |
| 7 | B | Barrick Mining CORP | +0.2% | -14.18% | 減碼 |
| 8 | MLI | Mueller Industries Inc | +0.2% | +3.60% | 加碼 |
| 9 | ORLY | O'reilly Automotive Inc | +0.2% | -4.72% | 減碼 |
| 10 | VRT | Vertiv Holdings Co-a | +0.1% | +0.83% | 加碼 |
| 11 | TEM | Tempus Ai Inc-cl A | +0.1% | -10.15% | 減碼 |
| 12 | APP | Applovin Corp-class A | +0.1% | -11.78% | 減碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.20% | 加碼 |
| 14 | GLW | Corning Inc | +0.1% | +0.90% | 加碼 |
| 15 | GLD | Spdr Gold Shares | +0.1% | +1.84% | 加碼 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | +1.90% | 加碼 |
| 17 | ORCL | Oracle CORP | +0.1% | -10.35% | 減碼 |
| 18 | HBM | Hudbay Minerals Inc | +0.1% | +0.32% | 加碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +0.14% | 加碼 |
| 20 | CAT | Caterpillar Inc | +0.1% | +1.46% | 加碼 |
| 21 | ABBV | Abbvie Inc | +0.1% | -1.14% | 減碼 |
| 22 | XOM | Exxon Mobil CORP | 0% | +3.74% | 加碼 |
| 23 | NEE | Nextera Energy Inc | 0% | +0.43% | 加碼 |
| 24 | TJX | Tjx Companies Inc | 0% | +0.08% | 加碼 |
| 25 | AVGO | Broadcom Inc | 0% | -10.66% | 減碼 |
| 26 | UNH | Unitedhealth Group Inc | 0% | -2.44% | 減碼 |
| 27 | XLI | Ss Industrial Select Sector | — | +1.88% | 加碼 |
| 28 | C | Citigroup Inc | — | -11.09% | 減碼 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.44% | 減碼 |
| 30 | WMT | Walmart Inc | 0% | +0.55% | 加碼 |
| 31 | MCD | Mcdonald's CORP | 0% | +1.68% | 加碼 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.01% | 加碼 |
| 33 | CMG | Chipotle Mexican Grill Inc | -0.1% | -0.13% | 減碼 |
| 34 | MSFT | Microsoft CORP | -0.1% | +0.11% | 加碼 |
| 35 | PM | Philip Morris International | -0.1% | -0.61% | 減碼 |
| 36 | ISRG | Intuitive Surgical Inc | -0.1% | -0.96% | 減碼 |
| 37 | KR | Kroger Co | -0.2% | +1.45% | 加碼 |
| 38 | ES | Eversource Energy | -0.2% | -32.24% | 減碼 |
| 39 | COST | Costco Wholesale CORP | -0.3% | +2.08% | 加碼 |
| 40 | META | Meta Platforms Inc-class A | -0.4% | -3.34% | 減碼 |
| 41 | NFLX | Netflix Inc | -0.6% | -12.15% | 減碼 |
| 42 | URI | United Rentals Inc | -0.8% | -71.63% | 減碼 |
| 43 | MSTR | Strategy Inc | — | EXIT | 清倉 |
| 44 | BMNR | Bitmine Immersion Technologi | — | NEW | 新建倉 |
| 45 | AXON | Axon Enterprise Inc | — | EXIT | 清倉 |
| 46 | SHOP | Shopify Inc - Class A | — | NEW | 新建倉 |
| 47 | DELL | Dell Technologies -c | — | EXIT | 清倉 |
| 48 | BX | Blackstone Inc | — | NEW | 新建倉 |
| 49 | FCX | Freeport-mcmoran Inc | — | EXIT | 清倉 |
| 50 | FISV | Fiserv Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Finivi Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$1.9億，共申報了 97 個公開持股部位。
在 Q3 2025 季度，Finivi Inc. 按市值排列的前三大核心持股分別為：QQQ (5.8%)、AVGO (4.5%)、MSFT (4.3%)。其中最大持股部位 QQQ 佔據整體投資組合約 5.8% 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
BMNR
市值: US$50.6萬
本季最大獲利了結 / 清倉標的
MSTR
前期市值: US$61.6萬
在 Q3 2025 季度中，Finivi Inc. 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 22 個部位、減碼 20 個部位以及清倉 5 個部位。 其中最大新建倉標的為 BMNR。 本季清倉部位包含 MSTR。
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。