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: 0002007591
申報總市值
US$155.8億
US$155.8億
713 檔
14.4%
在 Q4 2025 申報期間，Freestone Grove Partners LP（CIK: 0002007591）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$155.8億，共持有 713 個公開申報部位。
在 Q4 2025 期間，Freestone Grove Partners LP 展現了靈活的資產再平衡步調，透過出清 58 檔弱勢或達到目標價部位，將資金轉置於 62 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 IVV, VOO, AMZN）累計市值佔比達 14.4%，是驅動 Freestone Grove Partners LP 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 713 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.08% | +2.24% | +375.60% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.22% | +1.05% | +1.37% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.14% | -0.01% | — | |
| 4 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.91% | +0.01% | NEW | |
| 5 | AME | Ametek Inc | 股票-工業 | 0.88% | +0.09% | +24.76% | |
| 6 | OVV | Ovintiv Inc | 股票-能源 | 0.87% | -0.45% | +79.88% | |
| 7 | FHN | First Horizon CORP | 股票-金融 | 0.82% | -0.30% | -1.28% | |
| 8 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.77% | -0.45% | +66.98% | |
| 9 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.72% | +0.03% | — | |
| 10 | MTZ | Mastec Inc | 股票-工業 | 0.72% | +0.16% | -32.83% | |
| 11 | FBIN | Fortune Brands Innovations I | 股票-工業 | 0.71% | +0.49% | +143.63% | |
| 12 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.70% | -0.32% | +52.77% | |
| 13 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.69% | +0.11% | NEW | |
| 14 | MLM | Martin Marietta Materials | 股票-原物料 | 0.68% | +0.46% | NEW | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 0.68% | -0.45% | EXIT | |
| 16 | USB | US Bancorp | 股票-金融 | 0.68% | +0.46% | +8.18% | |
| 17 | GM | General Motors Co | 股票-循環性消費 | 0.67% | -0.41% | EXIT | |
| 18 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.66% | — | — | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | — | — | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 0.66% | -0.15% | — | |
| 21 | WY | Weyerhaeuser Co | 股票-房地產 | 0.65% | -0.41% | -43.08% | |
| 22 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.64% | -0.06% | -10.76% | |
| 23 | BP | Bp Plc-spons Adr | 股票-能源 | 0.62% | -0.70% | +70.09% | |
| 24 | HRI | Herc Holdings Inc | 股票-其他 | 0.61% | -0.07% | EXIT | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.61% | +0.08% | — | |
| 26 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.59% | -0.33% | +58.51% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.57% | +0.23% | -30.25% | |
| 28 | GE | General Electric | 股票-工業 | 0.56% | +0.69% | — | |
| 29 | PCG | P G & E CORP | 股票-公用事業 | 0.55% | -0.06% | -1.33% | |
| 30 | CR | Crane Co | 股票-工業 | 0.55% | +0.51% | — | |
| 31 | GWW | Ww Grainger Inc | 股票-工業 | 0.53% | -0.50% | — | |
| 32 | OKTA | Okta Inc | 股票-科技 | 0.53% | -0.14% | EXIT | |
| 33 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.53% | -0.90% | EXIT | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.53% | — | — | |
| 35 | ETR | Entergy CORP | 股票-公用事業 | 0.53% | +0.37% | NEW | |
| 36 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 0.52% | -0.40% | EXIT | |
| 37 | TWLO | Twilio Inc - A | 股票-科技 | 0.51% | -0.49% | -51.70% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | -0.55% | EXIT | |
| 39 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.50% | -0.06% | -30.71% | |
| 40 | PR | Permian Resources Corp-cl A | 股票-能源 | 0.50% | -0.22% | +42.17% | |
| 41 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 0.50% | +0.23% | +20.66% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.49% | +0.08% | — | |
| 43 | BX | Blackstone Inc | 股票-金融 | 0.49% | — | +69.21% | |
| 44 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.49% | +0.21% | +25.94% | |
| 45 | WDAY | Workday Inc-class A | 股票-科技 | 0.48% | +0.28% | NEW | |
| 46 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 0.48% | -0.27% | — | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.48% | — | -2.88% | |
| 48 | AMRZ | Amrize Ltd | 股票-原物料 | 0.47% | — | — | |
| 49 | AR | Antero Resources CORP | 股票-能源 | 0.47% | -0.16% | +210.13% | |
| 50 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.47% | — | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +5.6% | +375.60% | 加碼 |
| 2 | BSX | Boston Scientific CORP | +0.9% | +1733.23% | 加碼 |
| 3 | HRI | Herc Holdings Inc | +0.6% | +667.91% | 加碼 |
| 4 | FTV | Fortive CORP | +0.5% | +5821.52% | 加碼 |
| 5 | ETR | Entergy CORP | +0.4% | +334.85% | 加碼 |
| 6 | FBIN | Fortune Brands Innovations I | +0.4% | +143.63% | 加碼 |
| 7 | OVV | Ovintiv Inc | +0.4% | +79.88% | 加碼 |
| 8 | EVRG | Evergy Inc | +0.3% | +321.05% | 加碼 |
| 9 | OKTA | Okta Inc | +0.3% | +187.42% | 加碼 |
| 10 | AR | Antero Resources CORP | +0.3% | +210.13% | 加碼 |
| 11 | SCHW | Schwab (charles) CORP | +0.3% | +66.98% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.3% | +174.62% | 加碼 |
| 13 | HCI | Hci Group Inc | +0.3% | +353.64% | 加碼 |
| 14 | SKT | Tanger Inc | +0.3% | +6634.55% | 加碼 |
| 15 | WDAY | Workday Inc-class A | +0.3% | +179.54% | 加碼 |
| 16 | LNTH | Lantheus Holdings Inc | +0.3% | +4114.75% | 加碼 |
| 17 | JEF | Jefferies Financial Group In | +0.3% | +198.28% | 加碼 |
| 18 | PODD | Insulet CORP | +0.3% | +236.10% | 加碼 |
| 19 | RTX | Rtx CORP | +0.3% | +292.18% | 加碼 |
| 20 | BP | Bp Plc-spons Adr | +0.3% | +70.09% | 加碼 |
| 21 | GWRE | Guidewire Software Inc | +0.3% | +291.90% | 加碼 |
| 22 | PHIN | Phinia Inc | +0.2% | +1206.05% | 加碼 |
| 23 | FERG | Ferguson Enterprises Inc | +0.2% | +7810.82% | 加碼 |
| 24 | SLG | Sl Green Realty CORP | +0.2% | +10090.77% | 加碼 |
| 25 | GM | General Motors Co | +0.2% | +15.33% | 加碼 |
| 26 | AME | Ametek Inc | +0.2% | +24.76% | 加碼 |
| 27 | JNJ | Johnson & Johnson | +0.2% | +2632.12% | 加碼 |
| 28 | YUM | Yum! Brands Inc | +0.2% | +4461.66% | 加碼 |
| 29 | CNP | Centerpoint Energy Inc | +0.2% | +58.51% | 加碼 |
| 30 | ALK | Alaska Air Group Inc | +0.2% | +136.29% | 加碼 |
| 31 | NSA | National Storage Affiliates | +0.2% | +7053.73% | 加碼 |
| 32 | INVH | Invitation Homes Inc | +0.2% | +7756.34% | 加碼 |
| 33 | ROST | Ross Stores Inc | +0.2% | +80.56% | 加碼 |
| 34 | SF | Stifel Financial CORP | +0.2% | +183.90% | 加碼 |
| 35 | AMH | American Homes 4 Rent- A | +0.2% | +237.01% | 加碼 |
| 36 | XEL | Xcel Energy Inc | +0.2% | +52.77% | 加碼 |
| 37 | ADC | Agree Realty CORP | +0.2% | +117.35% | 加碼 |
| 38 | PR | Permian Resources Corp-cl A | +0.2% | +42.17% | 加碼 |
| 39 | VOO | Vanguard S&p 500 ETF | 0% | +1.37% | 加碼 |
| 40 | HSY | Hershey Co/the | -0.2% | -75.30% | 減碼 |
| 41 | KVYO | Klaviyo Inc-a | -0.2% | -81.18% | 減碼 |
| 42 | DY | Dycom Industries Inc | -0.2% | -51.02% | 減碼 |
| 43 | DT | Dynatrace Inc | -0.2% | -26.98% | 減碼 |
| 44 | SJM | Jm Smucker Co/the | -0.2% | -48.51% | 減碼 |
| 45 | APH | Amphenol Corp-cl A | -0.2% | -61.31% | 減碼 |
| 46 | STT | State Street CORP | -0.2% | -41.54% | 減碼 |
| 47 | TRV | Travelers Cos Inc/the | -0.2% | -30.71% | 減碼 |
| 48 | NOC | Northrop Grumman CORP | -0.2% | -70.99% | 減碼 |
| 49 | HPE | Hewlett Packard Enterprise | -0.2% | -77.96% | 減碼 |
| 50 | ZM | Zoom Communications Inc | -0.2% | -65.58% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Freestone Grove Partners LP 在 Q4 2025 季度的美股持倉總市值約為 US$155.8億，共申報了 713 個公開持股部位。
在 Q4 2025 季度，Freestone Grove Partners LP 按市值排列的前三大核心持股分別為：IVV (7.1%)、VOO (6.2%)、AMZN (1.1%)。其中最大持股部位 IVV 佔據整體投資組合約 7.1% 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
AMZN
市值: US$1.6億
本季最大獲利了結 / 清倉標的
NFLX
前期市值: US$1.1億
在 Q4 2025 季度中，Freestone Grove Partners LP 共進行了 200 項持倉異動，包含新建倉 62 個部位、加碼 39 個部位、減碼 41 個部位以及清倉 58 個部位。 其中最大新建倉標的為 AMZN。 本季清倉部位包含 NFLX。
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。