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: 0002011891
申報總市值
US$29.7億
US$29.7億
207 檔
40.7%
GLOBALT Investments LLC / GA 在 Q3 2025 季度的美股部位總計估值為 US$29.7億，分散於 207 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 GLOBALT Investments LLC / GA 於 Q3 2025 季度持續回收資金，對 32 個既有部位進行裁減並清倉 6 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，GLOBALT Investments LLC / GA 的前 5 大核心持股（包含 IWF, IWD, SPDR PORT INTER TRM TRSRY ETF 等）合計佔整體申報市值的 40.7%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
市值: US$3750.6萬
本季最大獲利了結 / 清倉標的
KHC
前期市值: US$551.8萬
僅顯示前 200 大持股（共 207 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 15.63% | +1.03% | -2.60% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 12.66% | +0.70% | -1.67% | |
| 3 | ✓ | Spdr Port Inter Trm Trsry ETF | ETF-其他 | 5.90% | — | -1.73% | |
| 4 | ✓ | 股票-其他 | 5.16% | — | -0.85% | ||
| 5 | ✓ | SPDR Portfolio Short Term Trea | 股票-其他 | 4.77% | — | -1.80% | |
| 6 | ✓ | 股票-其他 | 3.94% | — | -1.60% | ||
| 7 | ✓ | 股票-其他 | 3.02% | — | -1.76% | ||
| 8 | ✓ | iShares iBonds Dec 2027 Term T | 股票-其他 | 2.33% | — | -1.74% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.17% | +0.27% | -6.88% | |
| 10 | ✓ | iShares iBonds Dec 2033 Term T | 股票-其他 | 2.04% | — | -2.34% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.00% | — | -2.12% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.91% | +0.04% | -1.78% | |
| 13 | ✓ | 股票-其他 | 1.81% | — | -1.60% | ||
| 14 | ✓ | SPDR Portfolio Treasury ETF | ETF-政府公債 | 1.75% | — | -1.75% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | -0.08% | -6.10% | |
| 16 | ✓ | 股票-其他 | 1.37% | — | -1.41% | ||
| 17 | ✓ | 股票-其他 | 1.34% | — | -1.11% | ||
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.22% | +0.06% | -1.55% | |
| 19 | ✓ | 股票-其他 | 1.18% | — | -2.50% | ||
| 20 | AAPL | Apple Inc | 股票-科技 | 1.17% | +0.06% | -3.75% | |
| 21 | ✓ | 股票-其他 | 1.09% | — | -15.91% | ||
| 22 | ✓ | 股票-其他 | 1.01% | — | -7.41% | ||
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.96% | +0.03% | -1.54% | |
| 24 | ✓ | 股票-其他 | 0.81% | — | -1.28% | ||
| 25 | ✓ | 股票-其他 | 0.78% | — | +14.61% | ||
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.68% | +0.06% | -0.89% | |
| 27 | ✓ | 股票-其他 | 0.55% | — | -2.19% | ||
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.46% | -0.01% | -4.21% | |
| 29 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.43% | -0.05% | -1.08% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | +0.04% | -1.53% | |
| 31 | ✓ | 股票-其他 | 0.40% | — | -2.38% | ||
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.39% | -0.07% | +22.15% | |
| 33 | ✓ | 股票-其他 | 0.39% | — | -1.49% | ||
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | -0.11% | -1.41% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | -0.02% | +241.60% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.37% | +0.04% | -7.49% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.36% | +0.06% | -1.39% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.35% | +0.10% | -2.04% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.35% | -0.04% | +20.52% | |
| 40 | ✓ | 股票-其他 | 0.33% | — | -1.66% | ||
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.33% | +0.44% | -0.43% | |
| 42 | ✓ | 股票-其他 | 0.32% | — | -1.45% | ||
| 43 | EMR | Emerson Electric Co | 股票-工業 | 0.31% | — | -1.55% | |
| 44 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.30% | -0.01% | -1.54% | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.30% | — | -7.51% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.28% | — | +6.38% | |
| 47 | ✓ | 股票-其他 | 0.27% | — | -1.43% | ||
| 48 | GLW | Corning Inc | 股票-科技 | 0.26% | +0.34% | -1.52% | |
| 49 | ADI | Analog Devices Inc | 股票-科技 | 0.26% | +0.05% | -0.64% | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.26% | — | -1.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | Spdr Port Inter Trm Trsry ETF | +2.1% | -1.73% | 加碼 |
| 2 | IWF | Ishares Russell 1000 Growth | +1.4% | -2.60% | 減碼 |
| 3 | ✓ | +0.3% | -15.91% | 減碼 | |
| 4 | ✓ | +0.3% | -7.41% | 減碼 | |
| 5 | ✓ | +0.3% | +14.61% | 加碼 | |
| 6 | JNJ | Johnson & Johnson | +0.3% | +241.60% | 加碼 |
| 7 | ✓ | +0.2% | -1.76% | 減碼 | |
| 8 | IBM | Intl Business Machines CORP | +0.2% | +1143.56% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.1% | -6.10% | 減碼 |
| 10 | MU | Micron Technology Inc | +0.1% | -0.43% | 減碼 |
| 11 | DAL | Delta Air Lines Inc | +0.1% | +700.80% | 加碼 |
| 12 | WMT | Walmart Inc | +0.1% | +22.15% | 加碼 |
| 13 | TJX | Tjx Companies Inc | +0.1% | -1.08% | 加碼 |
| 14 | ANET | Arista Networks Inc | +0.1% | -1.04% | 減碼 |
| 15 | GLW | Corning Inc | +0.1% | -1.52% | 減碼 |
| 16 | ✓ | +0.1% | -15.90% | 減碼 | |
| 17 | HOOD | Robinhood Markets Inc - A | +0.1% | -34.50% | 減碼 |
| 18 | ✓ | +0.1% | -1.28% | 減碼 | |
| 19 | ✓ | +0.1% | +21.76% | 加碼 | |
| 20 | ✓ | +0.1% | -19.58% | 減碼 | |
| 21 | ✓ | +0.1% | -15.62% | 減碼 | |
| 22 | ✓ | +0.1% | -1.49% | 減碼 | |
| 23 | C | Citigroup Inc | +0.1% | +1.24% | 減碼 |
| 24 | ✓ | +0.1% | +1.09% | 減碼 | |
| 25 | ✓ | 0% | -2.19% | 減碼 | |
| 26 | MS | Morgan Stanley | 0% | -1.39% | 減碼 |
| 27 | ✓ | 0% | -1.60% | 減碼 | |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.54% | 減碼 |
| 29 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -2.12% | 減碼 |
| 30 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -1.55% | 減碼 |
| 31 | ✓ | -0.1% | -34.50% | 減碼 | |
| 32 | IWM | Ishares Russell 2000 ETF | -0.1% | -6.88% | 減碼 |
| 33 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -1.78% | 減碼 |
| 34 | LLY | Eli Lilly & Co | -0.2% | -2.04% | 減碼 |
| 35 | ✓ | SPDR Portfolio Short Term Trea | -0.2% | -1.80% | 加碼 |
| 36 | ✓ | -0.3% | +0.25% | 減碼 | |
| 37 | ✓ | iShares iBonds Dec 2033 Term T | -0.4% | -2.34% | 減碼 |
| 38 | ✓ | iShares iBonds Dec 2027 Term T | -0.4% | -1.74% | 減碼 |
| 39 | ✓ | -0.9% | -0.85% | 減碼 | |
| 40 | IWD | Ishares Russell 1000 Value E | -1.1% | -1.67% | 減碼 |
| 41 | ✓ | -1.9% | -1.60% | 減碼 | |
| 42 | ✓ | — | NEW | 新建倉 | |
| 43 | ✓ | — | NEW | 新建倉 | |
| 44 | KHC | Kraft Heinz Co/the | — | EXIT | 清倉 |
| 45 | DOW | Dow Inc | — | EXIT | 清倉 |
| 46 | ✓ | — | NEW | 新建倉 | |
| 47 | UPS | United Parcel Service-cl B | — | EXIT | 清倉 |
| 48 | ✓ | Cogent Communications Hldgs In | — | EXIT | 清倉 |
| 49 | ELV | Elevance Health Inc | — | EXIT | 清倉 |
| 50 | CMG | Chipotle Mexican Grill Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，GLOBALT Investments LLC / GA 在 Q3 2025 季度的美股持倉總市值約為 US$29.7億，共申報了 207 個公開持股部位。
在 Q3 2025 季度，GLOBALT Investments LLC / GA 按市值排列的前三大核心持股分別為：IWF (15.6%)、IWD (12.7%)、SPDR PORT INTER TRM TRSRY ETF (5.9%)。其中最大持股部位 IWF 佔據整體投資組合約 15.6% 的權重。
在 Q3 2025 季度中，GLOBALT Investments LLC / GA 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 9 個部位、減碼 32 個部位以及清倉 6 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 KHC。
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。
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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。
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。