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
204 檔
40.8%
截至 Q4 2025 季度末，GLOBALT Investments LLC / GA 的美股持倉估值約為 US$29.7億，全數申報部位共有 204 檔。
在 Q4 2025，GLOBALT Investments LLC / GA 展現出較為審慎的避險與獲利了結姿態。本季共減碼 30 個部位並完全清倉 2 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 IWF, IWD, SPDR PORT INTER TRM TRSRY ETF）占據了總市值的 40.8%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 204 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 | 15.66% | +1.03% | -0.79% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 12.95% | +0.70% | -0.98% | |
| 3 | ✓ | Spdr Port Inter Trm Trsry ETF | ETF-其他 | 5.92% | — | +0.59% | |
| 4 | ✓ | 股票-其他 | 4.90% | — | -3.11% | ||
| 5 | ✓ | SPDR Portfolio Short Term Trea | 股票-其他 | 4.74% | — | -0.37% | |
| 6 | ✓ | 股票-其他 | 3.05% | — | -30.54% | ||
| 7 | ✓ | 股票-其他 | 2.61% | — | +297.37% | ||
| 8 | ✓ | iShares iBonds Dec 2027 Term T | 股票-其他 | 2.32% | — | -0.11% | |
| 9 | ✓ | 股票-其他 | 2.21% | — | -34.58% | ||
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.20% | +0.27% | -0.19% | |
| 11 | ✓ | 股票-其他 | 2.09% | — | +0.29% | ||
| 12 | ✓ | iShares iBonds Dec 2033 Term T | 股票-其他 | 2.03% | — | -0.17% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.93% | +0.04% | -0.87% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.90% | — | -1.03% | |
| 15 | ✓ | 股票-其他 | 1.85% | — | -0.30% | ||
| 16 | ✓ | SPDR Portfolio Treasury ETF | ETF-政府公債 | 1.73% | — | -0.21% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | -0.08% | -2.76% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.21% | +0.06% | -1.39% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 1.21% | +0.06% | -3.23% | |
| 20 | ✓ | 股票-其他 | 1.17% | — | -0.75% | ||
| 21 | ✓ | 股票-其他 | 1.11% | — | -2.80% | ||
| 22 | ✓ | 股票-其他 | 1.09% | — | +9.57% | ||
| 23 | ✓ | 股票-其他 | 0.95% | — | -5.28% | ||
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.95% | +0.03% | -0.45% | |
| 25 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.85% | +0.06% | +18.41% | |
| 26 | ✓ | 股票-其他 | 0.80% | — | -3.14% | ||
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | +0.10% | +13.90% | |
| 28 | ✓ | 股票-其他 | 0.48% | — | -3.20% | ||
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | +0.04% | +8.94% | |
| 30 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.47% | -0.05% | +3.06% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | -0.01% | -0.12% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.41% | -0.02% | -1.40% | |
| 33 | MU | Micron Technology Inc | 股票-科技 | 0.41% | +0.44% | -25.54% | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 0.41% | -0.07% | -2.73% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.41% | -0.11% | -1.95% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.40% | +0.06% | -2.49% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.38% | +0.04% | — | |
| 38 | ✓ | 股票-其他 | 0.34% | — | -3.72% | ||
| 39 | ✓ | 股票-其他 | 0.33% | — | +69.69% | ||
| 40 | ✓ | 股票-其他 | 0.32% | — | -2.94% | ||
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.32% | -0.04% | -3.31% | |
| 42 | AMGN | Amgen Inc | 股票-醫療保健 | 0.31% | -0.02% | +25.38% | |
| 43 | EMR | Emerson Electric Co | 股票-工業 | 0.31% | — | -2.25% | |
| 44 | ✓ | 股票-其他 | 0.31% | — | -2.13% | ||
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.31% | — | — | |
| 46 | ✓ | 股票-其他 | 0.31% | — | -2.69% | ||
| 47 | C | Citigroup Inc | 股票-金融 | 0.29% | +0.04% | -3.64% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.29% | — | -2.25% | |
| 49 | ADI | Analog Devices Inc | 股票-科技 | 0.28% | +0.05% | -1.36% | |
| 50 | ✓ | 股票-其他 | 0.28% | — | +14.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.3% | +297.37% | 加碼 | |
| 2 | ✓ | +0.7% | +0.29% | 加碼 | |
| 3 | ✓ | +0.3% | +9.57% | 加碼 | |
| 4 | IWD | Ishares Russell 1000 Value E | +0.3% | -0.98% | 減碼 |
| 5 | LLY | Eli Lilly & Co | +0.2% | +13.90% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +18.41% | 加碼 |
| 7 | ✓ | +0.2% | +69.69% | 加碼 | |
| 8 | AMGN | Amgen Inc | +0.1% | +25.38% | 加碼 |
| 9 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +56.69% | 加碼 |
| 10 | ✓ | +0.1% | +820.75% | 加碼 | |
| 11 | MU | Micron Technology Inc | +0.1% | -25.54% | 減碼 |
| 12 | BAC | Bank Of America CORP | +0.1% | +8.94% | 加碼 |
| 13 | GILD | Gilead Sciences Inc | +0.1% | +14.62% | 加碼 |
| 14 | ✓ | 0% | -0.30% | 減碼 | |
| 15 | ✓ | 0% | -1.65% | 減碼 | |
| 16 | TJX | Tjx Companies Inc | 0% | +3.06% | 加碼 |
| 17 | IBM | Intl Business Machines CORP | 0% | +19.08% | 加碼 |
| 18 | AAPL | Apple Inc | 0% | -3.23% | 減碼 |
| 19 | IWF | Ishares Russell 1000 Growth | 0% | -0.79% | 減碼 |
| 20 | JNJ | Johnson & Johnson | 0% | -1.40% | 減碼 |
| 21 | WFC | Wells Fargo & Co | 0% | -1.95% | 減碼 |
| 22 | IWM | Ishares Russell 2000 ETF | 0% | -0.19% | 減碼 |
| 23 | ✓ | 0% | +11.34% | 加碼 | |
| 24 | ABT | Abbott Laboratories | 0% | -3.31% | 減碼 |
| 25 | HOOD | Robinhood Markets Inc - A | 0% | -9.71% | 減碼 |
| 26 | ADP | Automatic Data Processing | 0% | -2.14% | 減碼 |
| 27 | ✓ | 0% | -3.99% | 減碼 | |
| 28 | ✓ | 0% | -3.76% | 減碼 | |
| 29 | ✓ | -0.1% | -77.95% | 減碼 | |
| 30 | ✓ | -0.1% | -31.09% | 減碼 | |
| 31 | ✓ | -0.1% | -3.72% | 減碼 | |
| 32 | ✓ | -0.1% | +832.61% | 加碼 | |
| 33 | ✓ | -0.1% | -5.28% | 減碼 | |
| 34 | MAS | Masco CORP | -0.1% | -87.31% | 減碼 |
| 35 | ✓ | -0.1% | -3.20% | 減碼 | |
| 36 | ✓ | -0.1% | -2.94% | 減碼 | |
| 37 | ✓ | -0.1% | -3.83% | 減碼 | |
| 38 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -1.03% | 減碼 |
| 39 | MSFT | Microsoft CORP | -0.1% | -2.76% | 減碼 |
| 40 | SYK | Stryker CORP | -0.1% | -47.82% | 減碼 |
| 41 | MSI | Motorola Solutions Inc | -0.2% | -51.12% | 減碼 |
| 42 | ✓ | -0.3% | -3.11% | 減碼 | |
| 43 | DRI | Darden Restaurants Inc | -0.3% | -92.59% | 減碼 |
| 44 | ✓ | -0.8% | -34.58% | 減碼 | |
| 45 | ✓ | -0.9% | -30.54% | 減碼 | |
| 46 | KMB | Kimberly-clark CORP | — | EXIT | 清倉 |
| 47 | ✓ | iShares iBonds Dec 2025 Term T | — | EXIT | 清倉 |
| 48 | HAS | Hasbro Inc | — | NEW | 新建倉 |
| 49 | CMI | Cummins Inc | — | NEW | 新建倉 |
| 50 | ✓ | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，GLOBALT Investments LLC / GA 在 Q4 2025 季度的美股持倉總市值約為 US$29.7億，共申報了 204 個公開持股部位。
在 Q4 2025 季度，GLOBALT Investments LLC / GA 按市值排列的前三大核心持股分別為：IWF (15.7%)、IWD (12.9%)、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 15.7% 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
HAS
市值: US$291.6萬
本季最大獲利了結 / 清倉標的
KMB
前期市值: US$517.7萬
在 Q4 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 15 個部位、減碼 30 個部位以及清倉 2 個部位。 其中最大新建倉標的為 HAS。 本季清倉部位包含 KMB。
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。