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: 0001810089
申報總市值
US$8.4億
US$8.4億
474 檔
31.8%
在 Q2 2025 的 13F 官方備案中，First Pacific Financial 管理的美股投資組合規模來到 US$8.4億，整體持股檔數為 474 檔。
First Pacific Financial 於 Q2 2025 展現出進攻型調倉步調，本季推動了 9 檔股票的新建倉與 36 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，First Pacific Financial 的前 5 大核心持股（包含 JCPB, FLXR, VUG 等）合計佔整體申報市值的 31.8%，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 474 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 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 11.69% | -0.57% | +2.76% | |
| 2 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 10.94% | -0.55% | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 6.37% | +0.51% | +0.99% | |
| 4 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 6.15% | +1.00% | +14.74% | |
| 5 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.20% | +0.11% | +1.64% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.84% | +0.08% | — | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.69% | -0.09% | +1.54% | |
| 8 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 3.63% | +0.34% | +3.04% | |
| 9 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 3.46% | -3.56% | +0.65% | |
| 10 | GMF | State Street Spdr S&p Emergi | ETF-其他 | 3.23% | +0.30% | +1.23% | |
| 11 | VGSR | Vert Glb Sust Re ETF | ETF-其他 | 2.09% | +0.05% | +3.35% | |
| 12 | CVMC | Calvert US Mcap Core Resp | ETF-其他 | 1.93% | +0.26% | +14.28% | |
| 13 | EMSF | Matthews Em Sustainable | ETF-其他 | 1.81% | +0.33% | +1.98% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.68% | +0.01% | -1.10% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | +0.27% | +2.03% | |
| 16 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 1.49% | +0.08% | +2.40% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | +0.10% | +530.16% | |
| 18 | DFIS | Dimensional International Sm | ETF-其他 | 0.76% | +0.10% | +9.31% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.71% | +0.07% | +4.04% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.69% | +0.03% | +2274.74% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.27% | +1781.24% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.65% | +0.02% | -1.24% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.64% | +0.02% | +9635.15% | |
| 24 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.63% | +0.09% | — | |
| 25 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.62% | +0.03% | +34717.78% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.61% | -0.02% | +63.82% | |
| 27 | AAPL | Apple Inc | 股票-科技 | 0.59% | +0.16% | +33.35% | |
| 28 | WELL | Welltower Inc | 股票-房地產 | 0.57% | +0.01% | +51428.57% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.55% | -0.01% | +4.52% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.03% | +2175.83% | |
| 31 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型股 | 0.49% | +0.02% | +1.89% | |
| 32 | RTX | Rtx CORP | 股票-工業 | 0.49% | -0.08% | +22561.00% | |
| 33 | MDT | Medtronic plc | 股票-醫療保健 | 0.49% | -0.10% | +293.44% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.48% | -0.04% | +350.45% | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.47% | +0.06% | -3.35% | |
| 36 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.46% | -0.05% | — | |
| 37 | NTRS | Northern Trust CORP | 股票-金融 | 0.46% | +0.08% | — | |
| 38 | ROK | Rockwell Automation Inc | 股票-工業 | 0.46% | +0.12% | — | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | -0.03% | +1139.18% | |
| 40 | PFE | Pfizer Inc | 股票-醫療保健 | 0.42% | -0.08% | +277.73% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.42% | +0.01% | +3.47% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.42% | +0.04% | -4.71% | |
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.40% | -0.07% | +3466.90% | |
| 44 | PRU | Prudential Financial Inc | 股票-金融 | 0.40% | +0.01% | — | |
| 45 | AEP | American Electric Power | 股票-公用事業 | 0.39% | -0.01% | — | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.39% | -0.17% | +4874.93% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工業 | 0.37% | — | +4184.64% | |
| 48 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.37% | +0.21% | +10.88% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.34% | — | +12501.54% | |
| 50 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.32% | +0.02% | -5.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FLXR | Tcw Flexible Income ETF | +10.9% | NEW | 新建倉 |
| 2 | EFA | Ishares Msci Eafe ETF | +3.8% | NEW | 新建倉 |
| 3 | JPM | Jpmorgan Chase & Co | +0.7% | +530.16% | 加碼 |
| 4 | IBM | Intl Business Machines CORP | +0.7% | +2274.74% | 加碼 |
| 5 | BNY | Bank Of New York Mellon CORP | +0.6% | NEW | 新建倉 |
| 6 | ABBV | Abbvie Inc | +0.6% | +9635.15% | 加碼 |
| 7 | CSCO | Cisco Systems Inc | +0.6% | +1781.24% | 加碼 |
| 8 | TRV | Travelers Cos Inc/the | +0.6% | +34717.78% | 加碼 |
| 9 | WELL | Welltower Inc | +0.6% | +51428.57% | 加碼 |
| 10 | PG | Procter & Gamble Co/the | +0.5% | +2175.83% | 加碼 |
| 11 | RTX | Rtx CORP | +0.5% | +22561.00% | 加碼 |
| 12 | NVS | Novartis Ag-sponsored Adr | +0.5% | NEW | 新建倉 |
| 13 | NTRS | Northern Trust CORP | +0.5% | NEW | 新建倉 |
| 14 | ROK | Rockwell Automation Inc | +0.5% | NEW | 新建倉 |
| 15 | PRU | Prudential Financial Inc | +0.4% | NEW | 新建倉 |
| 16 | AEP | American Electric Power | +0.4% | NEW | 新建倉 |
| 17 | JNJ | Johnson & Johnson | +0.4% | +1139.18% | 加碼 |
| 18 | PEP | Pepsico Inc | +0.4% | +3466.90% | 加碼 |
| 19 | CVX | Chevron CORP | +0.4% | +4874.93% | 加碼 |
| 20 | UPS | United Parcel Service-cl B | +0.4% | +4184.64% | 加碼 |
| 21 | CMCSA | Comcast Corp-class A | +0.3% | +12501.54% | 加碼 |
| 22 | MRK | Merck & Co. Inc. | +0.3% | +350.45% | 加碼 |
| 23 | MDT | Medtronic plc | +0.3% | +293.44% | 加碼 |
| 24 | TTEN | Totalenergies Se -spon Adr | +0.3% | +178047.06% | 加碼 |
| 25 | PLD | Prologis Inc | +0.3% | +5715.96% | 加碼 |
| 26 | NVDA | Nvidia CORP | +0.3% | +63.82% | 加碼 |
| 27 | PFE | Pfizer Inc | +0.3% | +277.73% | 加碼 |
| 28 | ARE | Alexandria Real Estate Equit | +0.3% | NEW | 新建倉 |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +164.59% | 加碼 |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +700.84% | 加碼 |
| 31 | AMZN | Amazon.com Inc | +0.1% | +96.51% | 加碼 |
| 32 | MSFT | Microsoft CORP | 0% | +2.03% | 加碼 |
| 33 | DFIS | Dimensional International Sm | -0.1% | +9.31% | 加碼 |
| 34 | AAPL | Apple Inc | -0.1% | +33.35% | 加碼 |
| 35 | CVMC | Calvert US Mcap Core Resp | -0.2% | +14.28% | 加碼 |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | -0.3% | -38.19% | 減碼 |
| 37 | EMSF | Matthews Em Sustainable | -0.3% | +1.98% | 加碼 |
| 38 | OEF | Ishares S&p 100 ETF | -0.4% | -1.10% | 減碼 |
| 39 | NUSC | Nuveen Esg Small-cap ETF | -0.4% | +2.40% | 加碼 |
| 40 | DFAW | Dimensional World Eqty ETF | -0.6% | +14.74% | 加碼 |
| 41 | VGSR | Vert Glb Sust Re ETF | -0.6% | +3.35% | 加碼 |
| 42 | GMF | State Street Spdr S&p Emergi | -0.8% | +1.23% | 加碼 |
| 43 | VUG | Vanguard Growth ETF | -1% | +0.99% | 加碼 |
| 44 | FNDA | Schwab Fndmntl US Sm Co ETF | -1% | +3.04% | 加碼 |
| 45 | VCIT | Vanguard Int-term Corporate | -1.2% | +1.54% | 加碼 |
| 46 | MDYV | Ss Spdr S&p 400 Mc Val ETF | -1.3% | +1.64% | 加碼 |
| 47 | UCON | First Trust Smith Unconstrai | -1.6% | -98.94% | 減碼 |
| 48 | CVSB | Calvert Ult-shrt Inv Grd ETF | -2% | EXIT | 清倉 |
| 49 | JCPB | Jpmorgan Core Plus Bond ETF | -4% | +2.76% | 加碼 |
| 50 | JPST | Jpmorgan Ultra-short Income | -4.8% | -99.77% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，First Pacific Financial 在 Q2 2025 季度的美股持倉總市值約為 US$8.4億，共申報了 474 個公開持股部位。
在 Q2 2025 季度，First Pacific Financial 按市值排列的前三大核心持股分別為：JCPB (11.7%)、FLXR (10.9%)、VUG (6.4%)。其中最大持股部位 JCPB 佔據整體投資組合約 11.7% 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
FLXR
市值: US$7422.7萬
本季最大獲利了結 / 清倉標的
CVSB
前期市值: US$966.7萬
在 Q2 2025 季度中，First Pacific Financial 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 36 個部位、減碼 4 個部位以及清倉 1 個部位。 其中最大新建倉標的為 FLXR。 本季清倉部位包含 CVSB。
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。