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: 0002007613
申報總市值
US$1.5億
US$1.5億
55 檔
22.8%
在 Q1 2025 申報期間，Floyd Financial Group LLC（CIK: 0002007613）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1.5億，共持有 55 個公開申報部位。
Q1 2025 數據顯示 Floyd Financial Group LLC 積極進場，新開立 3 個部位並同步加碼 30 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Floyd Financial Group LLC 的前 5 大核心持股（包含 JCPB, SCHX, NVDA 等）合計佔整體申報市值的 22.8%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 7.75% | +0.70% | +3.62% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 7.75% | -0.30% | -27.59% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.60% | +0.16% | +4.42% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.26% | -0.46% | +2.54% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 5.24% | -0.04% | +1441.46% | |
| 6 | XLF | Ss Financial Select Sector | ETF-其他 | 4.79% | +0.05% | +2.10% | |
| 7 | OIH | Vaneck Oil Services ETF | ETF-其他 | 4.78% | -0.01% | -5.15% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.80% | -0.87% | +25.26% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.68% | -0.17% | +4.33% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.49% | -0.06% | +0.31% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.46% | -0.12% | +45.89% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 2.92% | +0.16% | +3.46% | |
| 13 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 2.87% | +0.87% | +1.47% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 2.85% | +0.19% | -22.86% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.53% | — | +2.51% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 2.18% | -0.18% | +87.63% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.02% | — | +1.45% | |
| 18 | XLB | Ss Materials Select Sector | ETF-其他 | 1.79% | -0.10% | +11.76% | |
| 19 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 1.55% | — | +1.72% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.52% | -0.41% | -1.23% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 1.42% | -0.23% | +5.47% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.41% | -0.09% | +3.00% | |
| 23 | BWXT | Bwx Technologies Inc | 股票-工業 | 1.23% | -0.13% | EXIT | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | — | +0.68% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.18% | +0.05% | +13.14% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 1.13% | — | -15.16% | |
| 27 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.10% | -0.08% | -0.47% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | +0.06% | +1.90% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.97% | +0.09% | +16.06% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | -0.15% | +0.88% | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.81% | +0.42% | +135.06% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | -0.01% | +2.42% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.78% | -0.30% | +0.30% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.76% | +2.51% | +11.22% | |
| 35 | NFLX | Netflix Inc | 股票-通訊服務 | 0.72% | -0.20% | +19.19% | |
| 36 | CCJ | Cameco CORP | 股票-能源 | 0.71% | — | +2.42% | |
| 37 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.71% | -0.84% | +27.28% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.71% | — | +2.88% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.66% | -0.11% | +2.59% | |
| 40 | UBER | Uber Technologies Inc | 股票-工業 | 0.61% | -0.12% | — | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.57% | -0.02% | +3.02% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | -0.04% | +2.86% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | — | +7.86% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.49% | -0.04% | +4.29% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | — | -39.65% | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.40% | — | +10.03% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.39% | — | +3.97% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.33% | +0.02% | -2.42% | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.31% | +0.06% | +4.17% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.31% | +0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +4.9% | +1441.46% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +1.2% | +45.89% | 加碼 |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | +1.2% | +3.62% | 加碼 |
| 4 | XLF | Ss Financial Select Sector | +0.7% | +2.10% | 加碼 |
| 5 | UBER | Uber Technologies Inc | +0.6% | NEW | 新建倉 |
| 6 | TSLA | Tesla Inc | +0.6% | +87.63% | 加碼 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +1.45% | 加碼 |
| 8 | AMD | Advanced Micro Devices | +0.5% | +135.06% | 加碼 |
| 9 | BND | Vanguard Total Bond Market | +0.4% | +3.46% | 加碼 |
| 10 | XLB | Ss Materials Select Sector | +0.4% | +11.76% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.4% | +25.26% | 加碼 |
| 12 | JPST | Jpmorgan Ultra-short Income | +0.3% | +0.31% | 加碼 |
| 13 | ABBV | Abbvie Inc | +0.3% | +16.06% | 加碼 |
| 14 | XLI | Ss Industrial Select Sector | +0.3% | +2.51% | 加碼 |
| 15 | ORLY | O'reilly Automotive Inc | +0.3% | -0.47% | 減碼 |
| 16 | NFLX | Netflix Inc | +0.2% | +19.19% | 加碼 |
| 17 | V | Visa Inc-class A Shares | +0.2% | +1.90% | 加碼 |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +3.00% | 加碼 |
| 19 | SO | Southern Co/the | +0.2% | NEW | 新建倉 |
| 20 | MMM | 3m Co | +0.2% | NEW | 新建倉 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +13.14% | 加碼 |
| 22 | XOM | Exxon Mobil CORP | +0.2% | +0.88% | 加碼 |
| 23 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +11.22% | 加碼 |
| 24 | PG | Procter & Gamble Co/the | +0.1% | +2.42% | 加碼 |
| 25 | MCD | Mcdonald's CORP | +0.1% | +2.59% | 加碼 |
| 26 | MA | Mastercard Inc - A | +0.1% | +2.88% | 加碼 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +0.68% | 加碼 |
| 28 | CVX | Chevron CORP | +0.1% | +4.29% | 加碼 |
| 29 | MSFT | Microsoft CORP | +0.1% | +2.54% | 加碼 |
| 30 | AMZN | Amazon.com Inc | 0% | +4.33% | 加碼 |
| 31 | IVW | Ishares S&p 500 Growth ETF | 0% | -2.42% | 減碼 |
| 32 | NLR | Vaneck Urani & Nuclr Etf-usd | -0.1% | +1.72% | 加碼 |
| 33 | CCJ | Cameco CORP | -0.1% | +2.42% | 加碼 |
| 34 | OIH | Vaneck Oil Services ETF | -0.1% | -5.15% | 減碼 |
| 35 | JNJ | Johnson & Johnson | -0.1% | -39.65% | 減碼 |
| 36 | XLY | Ss Consumer Disc Select Sect | -0.2% | EXIT | 清倉 |
| 37 | VRT | Vertiv Holdings Co-a | -0.2% | +27.28% | 加碼 |
| 38 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -1.23% | 減碼 |
| 39 | BWXT | Bwx Technologies Inc | -0.4% | -20.35% | 減碼 |
| 40 | AVGO | Broadcom Inc | -0.5% | -15.16% | 減碼 |
| 41 | CRM | Salesforce Inc | -0.5% | EXIT | 清倉 |
| 42 | NVDA | Nvidia CORP | -0.5% | +4.42% | 加碼 |
| 43 | SNPS | Synopsys Inc | -0.5% | EXIT | 清倉 |
| 44 | AAPL | Apple Inc | -0.7% | -22.86% | 減碼 |
| 45 | LLY | Eli Lilly & Co | -0.9% | EXIT | 清倉 |
| 46 | PLTR | Palantir Technologies Inc-a | -1% | EXIT | 清倉 |
| 47 | INTC | Intel CORP | -1.2% | EXIT | 清倉 |
| 48 | RDDT | Reddit Inc-cl A | -2.2% | EXIT | 清倉 |
| 49 | SCHX | Schwab US Large-cap ETF | -2.4% | -27.59% | 減碼 |
| 50 | SCHA | Schwab US Small-cap ETF | -3.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Floyd Financial Group LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.5億，共申報了 55 個公開持股部位。
在 Q1 2025 季度，Floyd Financial Group LLC 按市值排列的前三大核心持股分別為：JCPB (7.8%)、SCHX (7.8%)、NVDA (5.6%)。其中最大持股部位 JCPB 佔據整體投資組合約 7.8% 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
UBER
市值: US$67.6萬
本季最大獲利了結 / 清倉標的
SCHA
前期市值: US$460.8萬
在 Q1 2025 季度中，Floyd Financial Group LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 30 個部位、減碼 9 個部位以及清倉 8 個部位。 其中最大新建倉標的為 UBER。 本季清倉部位包含 SCHA。
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。