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: 0001908965
申報總市值
US$1.8億
US$1.8億
215 檔
28.2%
Gould Capital, LLC 在 Q1 2025 季度的美股部位總計估值為 US$1.8億，分散於 215 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2025 期間，Gould Capital, LLC 展現了靈活的資產再平衡步調，透過出清 1 檔弱勢或達到目標價部位，將資金轉置於 5 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 IEI, BND, VEA）累計市值佔比達 28.2%，是驅動 Gould Capital, LLC 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 215 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 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 8.81% | -0.65% | +3.88% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.70% | -0.51% | +4.48% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.67% | +0.30% | +12.49% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.27% | -0.06% | +3.05% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.94% | +0.10% | +46.91% | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.11% | -0.66% | -17.48% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.02% | +0.19% | -12.70% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.71% | +0.26% | -1.36% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.68% | -0.03% | -5.25% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.64% | -0.03% | -12.19% | |
| 11 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.47% | -0.23% | +4.76% | |
| 12 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.41% | -0.03% | +2.27% | |
| 13 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.31% | +0.11% | +1.78% | |
| 14 | AFL | Aflac Inc | 股票-金融 | 2.26% | -0.01% | -10.66% | |
| 15 | PSA | Public Storage | 股票-房地產 | 2.22% | +0.17% | +3.98% | |
| 16 | UNP | Union Pacific CORP | 股票-工業 | 2.13% | +0.07% | +4.01% | |
| 17 | AES | Aes CORP | 股票-公用事業 | 2.13% | -0.06% | +9.13% | |
| 18 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 2.13% | -0.15% | +3.73% | |
| 19 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.95% | — | — | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 1.94% | -0.12% | -1.42% | |
| 21 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.87% | +0.01% | +4.61% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.87% | -0.01% | +21.27% | |
| 23 | KNTK | Kinetik Holdings Inc | 股票-其他 | 1.76% | — | +5.18% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.69% | +0.25% | -19.63% | |
| 25 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 1.46% | +0.02% | +2.15% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.11% | +0.06% | +37.59% | |
| 27 | RDFN | Redfin CORP | 股票-其他 | 1.10% | — | +15.81% | |
| 28 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.08% | +0.06% | -11.21% | |
| 29 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.06% | -0.17% | -13.54% | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 1.02% | -0.32% | -23.35% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | +0.06% | +0.52% | |
| 32 | FISV | Fiserv Inc | 股票-其他 | 0.95% | — | -16.43% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.88% | -0.08% | -21.78% | |
| 34 | LRCX | Lam Research CORP | 股票-科技 | 0.83% | +0.24% | +3.32% | |
| 35 | ENPH | Enphase Energy Inc | 股票-科技 | 0.80% | — | +94.45% | |
| 36 | APO | Apollo Global Management Inc | 股票-金融 | 0.78% | — | -13.13% | |
| 37 | DVN | Devon Energy CORP | 股票-能源 | 0.76% | -0.27% | +28084.47% | |
| 38 | DELL | Dell Technologies -c | 股票-科技 | 0.67% | -0.22% | — | |
| 39 | PWR | Quanta Services Inc | 股票-工業 | 0.67% | -0.16% | — | |
| 40 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 0.65% | -0.02% | -4.02% | |
| 41 | FTNT | Fortinet Inc | 股票-科技 | 0.63% | -0.01% | — | |
| 42 | RMBS | Rambus Inc | 股票-科技 | 0.62% | +0.34% | — | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.53% | +0.23% | -19.85% | |
| 44 | COLB | Columbia Banking System Inc | 股票-金融 | 0.41% | +0.02% | — | |
| 45 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.27% | — | +2.18% | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.27% | — | +2.33% | |
| 47 | NAD | Nuveen Quality Municipal Inc | 股票-其他 | 0.25% | -0.01% | -6.39% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.23% | +0.01% | -20.40% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.22% | -0.38% | +29.41% | |
| 50 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.19% | -0.05% | -1.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TROW | T Rowe Price Group Inc | +2% | NEW | 新建倉 |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.5% | +12.49% | 加碼 |
| 3 | VWO | Vanguard Ftse Emerging Marke | +1.3% | +46.91% | 加碼 |
| 4 | DVN | Devon Energy CORP | +0.8% | +28084.47% | 加碼 |
| 5 | DELL | Dell Technologies -c | +0.7% | NEW | 新建倉 |
| 6 | PWR | Quanta Services Inc | +0.7% | NEW | 新建倉 |
| 7 | FTNT | Fortinet Inc | +0.6% | NEW | 新建倉 |
| 8 | RMBS | Rambus Inc | +0.6% | NEW | 新建倉 |
| 9 | BND | Vanguard Total Bond Market | +0.6% | +4.48% | 加碼 |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | +0.6% | +3.88% | 加碼 |
| 11 | VZ | Verizon Communications Inc | +0.4% | +4.76% | 加碼 |
| 12 | KO | Coca-cola Co/the | +0.4% | +2.27% | 加碼 |
| 13 | ENPH | Enphase Energy Inc | +0.4% | +94.45% | 加碼 |
| 14 | RDFN | Redfin CORP | +0.3% | +15.81% | 加碼 |
| 15 | SBUX | Starbucks CORP | +0.2% | +1.78% | 加碼 |
| 16 | MRK | Merck & Co. Inc. | +0.2% | +21.27% | 加碼 |
| 17 | UNP | Union Pacific CORP | +0.2% | +4.01% | 加碼 |
| 18 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +3.05% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | +37.59% | 加碼 |
| 20 | AES | Aes CORP | +0.1% | +9.13% | 加碼 |
| 21 | V | Visa Inc-class A Shares | +0.1% | +0.52% | 加碼 |
| 22 | PSA | Public Storage | +0.1% | +3.98% | 加碼 |
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +3.73% | 加碼 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -12.19% | 減碼 |
| 25 | COST | Costco Wholesale CORP | +0.1% | +29.41% | 加碼 |
| 26 | GLD | Spdr Gold Shares | 0% | -17.48% | 減碼 |
| 27 | KNTK | Kinetik Holdings Inc | -0.1% | +5.18% | 加碼 |
| 28 | IWV | Ishares Russell 3000 ETF | -0.1% | -20.40% | 減碼 |
| 29 | AFL | Aflac Inc | -0.1% | -10.66% | 減碼 |
| 30 | FISV | Fiserv Inc | -0.1% | -16.43% | 減碼 |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -5.25% | 減碼 |
| 32 | GLV | Clough Global Dividend & Inc | -0.2% | -99.25% | 減碼 |
| 33 | CAT | Caterpillar Inc | -0.2% | -1.42% | 減碼 |
| 34 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | -19.85% | 減碼 |
| 35 | META | Meta Platforms Inc-class A | -0.3% | -21.78% | 減碼 |
| 36 | NKE | Nike Inc -cl B | -0.3% | +4.61% | 加碼 |
| 37 | NFLX | Netflix Inc | -0.3% | -23.35% | 減碼 |
| 38 | APO | Apollo Global Management Inc | -0.3% | -13.13% | 減碼 |
| 39 | AMZN | Amazon.com Inc | -0.3% | -11.21% | 減碼 |
| 40 | QQQM | Invesco Nasdaq 100 ETF | -0.3% | -82.50% | 減碼 |
| 41 | MSFT | Microsoft CORP | -0.4% | -1.36% | 減碼 |
| 42 | GNRC | Generac Holdings Inc | -0.5% | -92.27% | 減碼 |
| 43 | JNP | Juniper Networks Inc | -0.7% | -95.59% | 減碼 |
| 44 | CRL | Charles River Laboratories | -0.7% | -98.53% | 減碼 |
| 45 | MU | Micron Technology Inc | -0.7% | -95.40% | 減碼 |
| 46 | APD | Air Products & Chemicals Inc | -0.8% | -98.66% | 減碼 |
| 47 | AAPL | Apple Inc | -0.9% | -12.70% | 減碼 |
| 48 | GOOG | Alphabet Inc-cl C | -0.9% | -19.63% | 減碼 |
| 49 | FMUSD | Ishares Msci Frontier 100 | -1.6% | EXIT | 清倉 |
| 50 | BNY | Bank Of New York Mellon CORP | -2% | -93.95% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Gould Capital, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.8億，共申報了 215 個公開持股部位。
在 Q1 2025 季度，Gould Capital, LLC 按市值排列的前三大核心持股分別為：IEI (8.8%)、BND (8.7%)、VEA (8.7%)。其中最大持股部位 IEI 佔據整體投資組合約 8.8% 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
TROW
市值: US$278.5萬
本季最大獲利了結 / 清倉標的
FMUSD
前期市值: US$227.5萬
在 Q1 2025 季度中，Gould Capital, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 21 個部位、減碼 23 個部位以及清倉 1 個部位。 其中最大新建倉標的為 TROW。 本季清倉部位包含 FMUSD。
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。