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: 0001869164
申報總市值
US$5818.3萬
US$5818.3萬
142 檔
31.8%
在 Q3 2025 申報期間，Iq Eq Fund Management（CIK: 0001869164）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$5818.3萬，共持有 142 個公開申報部位。
數據顯示 Iq Eq Fund Management 於 Q3 2025 季度持續回收資金，對 58 個既有部位進行裁減並清倉 64 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，Iq Eq Fund Management 的前 5 大核心持股（包含 MSFT, NVDA, SE 等）合計佔整體申報市值的 31.8%，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
NU
市值: US$192.1萬
本季最大獲利了結 / 清倉標的
IBM
前期市值: US$159.1萬
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 7.27% | +0.70% | -4.59% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.70% | -0.63% | -42.84% | |
| 3 | SE | Sea Ltd-adr | 股票-通訊服務 | 4.59% | — | -26.92% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.93% | +11.32% | NEW | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.56% | -8.29% | — | |
| 6 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.55% | — | +43.48% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.80% | -0.01% | EXIT | |
| 8 | NU | Nu Holdings Ltd. | 股票-金融 | 2.60% | -1.58% | — | |
| 9 | TDW | Tidewater Inc | 股票-能源 | 2.60% | -1.05% | — | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.48% | +3.17% | -24.61% | |
| 11 | NATL | Ncr Atleos CORP | 股票-科技 | 2.45% | — | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.44% | — | — | |
| 13 | MELI | Mercadolibre Inc | 股票-循環性消費 | 2.21% | — | — | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 2.17% | -0.91% | EXIT | |
| 15 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 2.15% | -0.05% | -61.15% | |
| 16 | SBSW | Sibanye-stillwater Ltd-adr | 股票-其他 | 2.13% | — | — | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.93% | -2.02% | EXIT | |
| 18 | DQ | Daqo New Energy Corp-adr | 股票-其他 | 1.90% | -2.39% | EXIT | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.87% | +2.25% | +106.50% | |
| 20 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.86% | — | NEW | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.85% | -0.18% | -30.61% | |
| 22 | CECO | Ceco Environmental CORP | 股票-其他 | 1.71% | +1.42% | -1.10% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 1.71% | +3.25% | — | |
| 24 | COP | Conocophillips | 股票-能源 | 1.69% | — | — | |
| 25 | VICI | Vici Properties Inc | 股票-房地產 | 1.63% | -0.66% | -26.20% | |
| 26 | AR | Antero Resources CORP | 股票-能源 | 1.54% | — | — | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.49% | +0.67% | — | |
| 28 | BBW | Build-a-bear Workshop Inc | 股票-其他 | 1.44% | — | +25.38% | |
| 29 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 1.39% | — | — | |
| 30 | WELL | Welltower Inc | 股票-房地產 | 1.35% | +0.88% | -13.85% | |
| 31 | SIL | Global X Silver Miners ETF | ETF-避險與商品 | 1.16% | — | — | |
| 32 | NTRA | Natera Inc | 股票-醫療保健 | 1.15% | +1.99% | -30.26% | |
| 33 | ECHO | Echostar Corp-a | 股票-通訊服務 | 1.03% | -0.59% | EXIT | |
| 34 | INSW | International Seaways, Inc. | 股票-其他 | 1.00% | — | — | |
| 35 | KSPI | Jsc Kaspi.kz Adr | 股票-其他 | 0.99% | -1.43% | EXIT | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.98% | +0.39% | +100.00% | |
| 37 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.96% | -8.34% | — | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | +0.06% | +22.97% | |
| 39 | ✓ | 股票-其他 | 0.71% | — | — | ||
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | — | — | |
| 41 | RGTI | Rigetti Computing Inc | 股票-科技 | 0.61% | +0.07% | — | |
| 42 | TEM | Tempus Ai Inc-cl A | 股票-醫療保健 | 0.55% | -0.01% | — | |
| 43 | ✓ | Natwest Group PLC | 股票-其他 | 0.47% | — | — | |
| 44 | ✓ | 股票-其他 | 0.46% | -0.37% | EXIT | ||
| 45 | NOW | Servicenow Inc | 股票-科技 | 0.46% | -0.13% | -1.34% | |
| 46 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.45% | +0.03% | +100.00% | |
| 47 | MRVL | Marvell Technology Inc | 股票-科技 | 0.40% | -0.26% | +52.61% | |
| 48 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.36% | +0.58% | -69.50% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.33% | -0.05% | — | |
| 50 | DDS | Dillards Inc-cl A | 股票-其他 | 0.33% | — | -16.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.6% | -55.51% | 減碼 |
| 2 | SE | Sea Ltd-adr | +2.5% | -26.92% | 減碼 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +2.3% | — | 加碼 |
| 4 | GS | Goldman Sachs Group Inc | +2.3% | +43.48% | 減碼 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +1.9% | — | 減碼 |
| 6 | PANW | Palo Alto Networks Inc | +1.9% | +99.97% | 加碼 |
| 7 | GDX | Vaneck Gold Miners ETF | +1.9% | — | 加碼 |
| 8 | XOM | Exxon Mobil CORP | +1.1% | — | 不變 |
| 9 | CECO | Ceco Environmental CORP | +1% | -1.10% | 減碼 |
| 10 | BBW | Build-a-bear Workshop Inc | +1% | +25.38% | 減碼 |
| 11 | COP | Conocophillips | +0.9% | — | 不變 |
| 12 | NVO | Novo-nordisk A/s-spons Adr | +0.7% | +100.00% | 加碼 |
| 13 | AR | Antero Resources CORP | +0.7% | — | 不變 |
| 14 | KSPI | Jsc Kaspi.kz Adr | +0.5% | — | 不變 |
| 15 | BAC | Bank Of America CORP | +0.4% | — | 不變 |
| 16 | TEM | Tempus Ai Inc-cl A | +0.4% | — | 不變 |
| 17 | MRVL | Marvell Technology Inc | +0.3% | +52.61% | 加碼 |
| 18 | NTRA | Natera Inc | +0.3% | -30.26% | 減碼 |
| 19 | VICI | Vici Properties Inc | +0.3% | -26.20% | 減碼 |
| 20 | ✓ | +0.3% | — | 加碼 | |
| 21 | HDB | Hdfc Bank Ltd-adr | +0.3% | +100.00% | 加碼 |
| 22 | OKLO | Oklo Inc | +0.2% | -82.71% | 加碼 |
| 23 | DDS | Dillards Inc-cl A | +0.2% | -16.67% | 減碼 |
| 24 | VRT | Vertiv Holdings Co-a | +0.2% | -76.15% | 不變 |
| 25 | HOOD | Robinhood Markets Inc - A | +0.2% | -50.00% | 減碼 |
| 26 | BABA | Alibaba Group Holding-sp Adr | +0.2% | -61.15% | 減碼 |
| 27 | APP | Applovin Corp-class A | +0.2% | -25.81% | 加碼 |
| 28 | NET | Cloudflare Inc - Class A | +0.2% | +150.00% | 減碼 |
| 29 | BLCO | Bausch + Lomb CORP | +0.2% | — | 不變 |
| 30 | SHOP | Shopify Inc - Class A | +0.2% | +1250.00% | 加碼 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -83.75% | 不變 |
| 32 | CVNA | Carvana Co | +0.1% | -66.67% | 減碼 |
| 33 | CIEN | Ciena CORP | +0.1% | -67.57% | 減碼 |
| 34 | NOW | Servicenow Inc | +0.1% | -1.34% | 減碼 |
| 35 | SOFI | Sofi Technologies Inc | +0.1% | — | 加碼 |
| 36 | ADAG | Adagene Inc-adr | +0.1% | +101.42% | 加碼 |
| 37 | ANET | Arista Networks Inc | +0.1% | +3343.75% | 減碼 |
| 38 | ADBE | Adobe Inc | +0.1% | — | 不變 |
| 39 | GRAB | Grab Holdings Limited | +0.1% | +7.73% | 減碼 |
| 40 | BKNG | Booking Holdings Inc | +0.1% | -73.91% | 加碼 |
| 41 | INTC | Intel CORP | +0.1% | +106.50% | 減碼 |
| 42 | ABNB | Airbnb Inc-class A | +0.1% | — | 不變 |
| 43 | CRM | Salesforce Inc | +0.1% | — | 減碼 |
| 44 | IDXX | Idexx Laboratories Inc | 0% | -54.55% | 減碼 |
| 45 | OKTA | Okta Inc | 0% | — | 不變 |
| 46 | QUBT | Quantum Computing Inc | — | -99.99% | 減碼 |
| 47 | SMR | Nuscale Power CORP | — | -94.64% | 減碼 |
| 48 | CCL1EUR | Carnival CORP LTD | — | — | 減碼 |
| 49 | S | Sentinelone Inc -class A | — | — | 減碼 |
| 50 | TEAM | Atlassian Corp-cl A | — | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Iq Eq Fund Management 在 Q3 2025 季度的美股持倉總市值約為 US$5818.3萬，共申報了 142 個公開持股部位。
在 Q3 2025 季度，Iq Eq Fund Management 按市值排列的前三大核心持股分別為：MSFT (7.3%)、NVDA (5.7%)、SE (4.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.3% 的權重。
在 Q3 2025 季度中，Iq Eq Fund Management 共進行了 187 項持倉異動，包含新建倉 51 個部位、加碼 14 個部位、減碼 58 個部位以及清倉 64 個部位。 其中最大新建倉標的為 NU。 本季清倉部位包含 IBM。
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。
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。
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。