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: 0001467517
申報總市值
US$4.5億
US$4.5億
88 檔
30.1%
在 Q2 2025 申報期間，Freedom Day Solutions, LLC（CIK: 0001467517）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$4.5億，共持有 88 個公開申報部位。
從 Q2 2025 申報觀察，Freedom Day Solutions, LLC 採取防禦導向的調倉策略，本季減碼 62 檔個股並出清 11 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Freedom Day Solutions, LLC 的前 5 大核心持股（包含 MBOX, SPTM, USRT 等）合計佔整體申報市值的 30.1%，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 | MBOX | Freedom Day Dividend ETF | ETF-其他 | 30.41% | +0.58% | -1.47% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.82% | +0.01% | -14.06% | |
| 3 | USRT | Ishares Core US Reit ETF | ETF-其他 | 2.54% | +0.23% | -1.85% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.51% | -0.08% | -5.85% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.39% | +0.49% | -4.84% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | +0.56% | -6.06% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.09% | -0.77% | -3.01% | |
| 8 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.04% | -0.13% | +2839.03% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.61% | +0.13% | -4.19% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.49% | +0.29% | -12.07% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.34% | -0.05% | -8.24% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.31% | -0.01% | -2.28% | |
| 13 | CTAS | Cintas CORP | 股票-工業 | 1.30% | +0.09% | -6.20% | |
| 14 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.27% | -0.52% | -6.62% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | +0.01% | -5.69% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.15% | -0.04% | +11.59% | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 1.13% | +0.61% | NEW | |
| 18 | PGR | Progressive CORP | 股票-金融 | 1.09% | -0.09% | -0.56% | |
| 19 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.02% | -0.29% | -3.03% | |
| 20 | WMB | Williams Cos Inc | 股票-能源 | 1.01% | -0.08% | +195.93% | |
| 21 | MKL | Markel Group Inc | 股票-金融 | 1.00% | -0.10% | -0.71% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.98% | -0.06% | -2.89% | |
| 23 | AZO | Autozone Inc | 股票-循環性消費 | 0.97% | -0.58% | EXIT | |
| 24 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.95% | -0.06% | +294.41% | |
| 25 | INTU | Intuit Inc | 股票-科技 | 0.94% | — | -2.78% | |
| 26 | HEI | Heico CORP | 股票-工業 | 0.94% | -0.13% | -2.85% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.93% | +0.15% | +35.94% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | -1.09% | EXIT | |
| 29 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.91% | -0.05% | -3.51% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.91% | — | -9.59% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.91% | -0.01% | -6.16% | |
| 32 | PRIM | Primoris Services CORP | 股票-工業 | 0.90% | -0.22% | -2.41% | |
| 33 | WSO | Watsco Inc | 股票-工業 | 0.90% | -0.18% | -0.45% | |
| 34 | CPRT | Copart Inc | 股票-工業 | 0.86% | -0.04% | -0.36% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.85% | — | +0.14% | |
| 36 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 0.85% | -0.02% | +0.91% | |
| 37 | FTNT | Fortinet Inc | 股票-科技 | 0.84% | — | -2.84% | |
| 38 | LIN | Linde plc | 股票-原物料 | 0.84% | -0.07% | -1.75% | |
| 39 | MLI | Mueller Industries Inc | 股票-工業 | 0.83% | -0.05% | -3.40% | |
| 40 | ASML | ASML Holding N.V. | 股票-科技 | 0.83% | -0.18% | -1.83% | |
| 41 | LNG | Cheniere Energy Inc | 股票-能源 | 0.82% | +0.06% | -3.52% | |
| 42 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.82% | -0.03% | +1.34% | |
| 43 | MSCI | Msci Inc | 股票-金融 | 0.80% | -0.03% | -2.05% | |
| 44 | ROL | Rollins Inc | 股票-循環性消費 | 0.79% | -0.40% | EXIT | |
| 45 | WTS | Watts Water Technologies-a | 股票-工業 | 0.78% | -0.10% | +1.34% | |
| 46 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.77% | -0.11% | -6.40% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.76% | +0.02% | -2.17% | |
| 48 | PWR | Quanta Services Inc | 股票-工業 | 0.73% | -0.13% | — | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.73% | -0.09% | -1.50% | |
| 50 | AME | Ametek Inc | 股票-工業 | 0.72% | — | -4.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MCD | Mcdonald's CORP | +1.4% | +2839.03% | 加碼 |
| 2 | PWR | Quanta Services Inc | +0.7% | NEW | 新建倉 |
| 3 | WMB | Williams Cos Inc | +0.7% | +195.93% | 加碼 |
| 4 | CB | Chubb Limited | +0.6% | NEW | 新建倉 |
| 5 | BRO | Brown & Brown Inc | +0.6% | NEW | 新建倉 |
| 6 | AVGO | Broadcom Inc | +0.4% | -8.24% | 減碼 |
| 7 | FIX | Comfort Systems USA Inc | +0.4% | -6.62% | 減碼 |
| 8 | MSFT | Microsoft CORP | +0.4% | -6.06% | 減碼 |
| 9 | NVDA | Nvidia CORP | +0.3% | -12.07% | 減碼 |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +35.94% | 加碼 |
| 11 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +294.41% | 加碼 |
| 12 | PRIM | Primoris Services CORP | +0.2% | -2.41% | 減碼 |
| 13 | EWJ | Ishares Msci Japan ETF | +0.2% | +30.39% | 加碼 |
| 14 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +11.59% | 加碼 |
| 15 | FCFS | Firstcash Holdings Inc | +0.2% | +28.10% | 加碼 |
| 16 | INTU | Intuit Inc | +0.2% | -2.78% | 減碼 |
| 17 | HEI | Heico CORP | +0.1% | -2.85% | 減碼 |
| 18 | ROP | Roper Technologies Inc | +0.1% | +32.57% | 加碼 |
| 19 | WTS | Watts Water Technologies-a | +0.1% | +1.34% | 加碼 |
| 20 | AMZN | Amazon.com Inc | +0.1% | -4.19% | 減碼 |
| 21 | ASML | ASML Holding N.V. | +0.1% | -1.83% | 減碼 |
| 22 | KLAC | Kla CORP | +0.1% | -2.11% | 減碼 |
| 23 | CASY | Casey's General Stores Inc | +0.1% | -3.03% | 減碼 |
| 24 | MS | Morgan Stanley | +0.1% | -1.50% | 減碼 |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | -1.64% | 減碼 |
| 26 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | 新建倉 |
| 27 | WMT | Walmart Inc | +0.1% | -2.89% | 減碼 |
| 28 | EVR | Evercore Inc - A | +0.1% | -9.56% | 減碼 |
| 29 | VXUS | Vanguard Total Intl Stock | 0% | -5.85% | 減碼 |
| 30 | TTWO | Take-two Interactive Softwre | 0% | -6.40% | 減碼 |
| 31 | MKL | Markel Group Inc | 0% | -0.71% | 減碼 |
| 32 | FTNT | Fortinet Inc | 0% | -2.84% | 減碼 |
| 33 | BOXX | Alpha Architect 1-3 Mnth Box | 0% | +6.25% | 加碼 |
| 34 | IVW | Ishares S&p 500 Growth ETF | 0% | -0.03% | 減碼 |
| 35 | BAC | Bank Of America CORP | 0% | — | 不變 |
| 36 | TXN | Texas Instruments Inc | 0% | -8.59% | 減碼 |
| 37 | ROL | Rollins Inc | 0% | -0.13% | 減碼 |
| 38 | JPM | Jpmorgan Chase & Co | 0% | -0.06% | 減碼 |
| 39 | CARR | Carrier Global CORP | 0% | -0.02% | 減碼 |
| 40 | BLK | Blackrock Inc | 0% | -0.45% | 減碼 |
| 41 | KR | Kroger Co | 0% | +1.41% | 加碼 |
| 42 | GOOGL | Alphabet Inc-cl A | — | -9.59% | 減碼 |
| 43 | V | Visa Inc-class A Shares | — | +1.93% | 加碼 |
| 44 | KMI | Kinder Morgan, Inc. | — | -0.01% | 減碼 |
| 45 | DOV | Dover CORP | — | — | 不變 |
| 46 | ITW | Illinois Tool Works | — | — | 不變 |
| 47 | COST | Costco Wholesale CORP | 0% | -2.28% | 減碼 |
| 48 | SPGI | S&p Global Inc | 0% | -1.35% | 減碼 |
| 49 | AMGN | Amgen Inc | 0% | +1.59% | 加碼 |
| 50 | MA | Mastercard Inc - A | 0% | -8.79% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Freedom Day Solutions, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$4.5億，共申報了 88 個公開持股部位。
在 Q2 2025 季度，Freedom Day Solutions, LLC 按市值排列的前三大核心持股分別為：MBOX (30.4%)、SPTM (2.8%)、USRT (2.5%)。其中最大持股部位 MBOX 佔據整體投資組合約 30.4% 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
PWR
市值: US$246.5萬
本季最大獲利了結 / 清倉標的
AJG
前期市值: US$522.9萬
在 Q2 2025 季度中，Freedom Day Solutions, LLC 共進行了 96 項持倉異動，包含新建倉 4 個部位、加碼 19 個部位、減碼 62 個部位以及清倉 11 個部位。 其中最大新建倉標的為 PWR。 本季清倉部位包含 AJG。
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。