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: 0002042654
申報總市值
US$4.9億
US$4.9億
1071 檔
25.8%
在 Q4 2025 申報期間，Highline Wealth Partners LLC（CIK: 0002042654）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$4.9億，共持有 1071 個公開申報部位。
從 Q4 2025 申報觀察，Highline Wealth Partners LLC 採取防禦導向的調倉策略，本季減碼 30 檔個股並出清 3 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Highline Wealth Partners LLC 的前 5 大核心持股（包含 JPST, NVDA, JAAA 等）合計佔整體申報市值的 25.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1071 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 9.35% | -3.49% | +42.33% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.10% | -0.48% | -2.70% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 7.41% | -9.02% | +16.30% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.08% | -0.43% | -5.08% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.80% | -0.40% | +0.60% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.78% | -0.17% | +5.66% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 4.61% | -0.50% | -1.85% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 3.16% | +0.72% | +7.93% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 2.95% | +0.26% | +2.58% | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 2.82% | -0.22% | +8.49% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.81% | -0.06% | +7.37% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 2.71% | -1.20% | +44.07% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.50% | -0.43% | +0.32% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 2.23% | -0.09% | +0.34% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.94% | +0.04% | -5.82% | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.88% | -0.08% | +0.26% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.81% | -0.04% | -3.68% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.74% | -0.12% | +6.88% | |
| 19 | CLIP | Global X 1-3 Month T-bill | ETF-其他 | 1.69% | -0.43% | -2.01% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | -0.16% | +27.26% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.52% | +0.01% | -9.30% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | -0.14% | -1.47% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.21% | +0.13% | +1.44% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.13% | -0.11% | +1.54% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.03% | +0.21% | -21.19% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.98% | -0.13% | -1.94% | |
| 27 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.97% | -0.30% | +1.79% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.96% | -0.27% | -46.78% | |
| 29 | BITB | Bitwise Bitcoin ETF | ETF-加密貨幣 | 0.93% | -0.21% | -6.24% | |
| 30 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.90% | -0.06% | +8.69% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.86% | -0.12% | +0.02% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.72% | — | +20.04% | |
| 33 | BLK | Blackrock Inc | 股票-金融 | 0.72% | -0.09% | -7.73% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.61% | -0.02% | +0.33% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.60% | +0.22% | +16.22% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.52% | -0.09% | -9.42% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | -0.04% | -3.05% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.50% | +0.92% | +4891.57% | |
| 39 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 0.46% | +0.67% | +81.74% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.43% | -0.27% | -1.89% | |
| 41 | ETN | Eaton Corporation plc | 股票-工業 | 0.42% | -0.02% | -0.13% | |
| 42 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.40% | -0.15% | +72.72% | |
| 43 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.39% | -0.05% | -49.19% | |
| 44 | ORI | Old Republic Intl CORP | 股票-金融 | 0.35% | -0.05% | +160400.00% | |
| 45 | IRM | Iron Mountain Inc | 股票-房地產 | 0.30% | -0.26% | -15.19% | |
| 46 | ETHW | Bitwise Ethereum ETF | ETF-其他 | 0.23% | -0.07% | +5.93% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.13% | +0.11% | +0.58% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.13% | +0.04% | +32.71% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.12% | -0.02% | +117.84% | |
| 50 | NOW | Servicenow Inc | 股票-科技 | 0.11% | -0.05% | +333.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +3.1% | +42.33% | 加碼 |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | +1.3% | +16.30% | 加碼 |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | +0.9% | +44.07% | 加碼 |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +5.66% | 加碼 |
| 5 | AAPL | Apple Inc | +0.5% | +0.60% | 加碼 |
| 6 | AMD | Advanced Micro Devices | +0.5% | +4891.57% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | +27.26% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.4% | +7.37% | 加碼 |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +7.93% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | -5.82% | 減碼 |
| 11 | VONV | Vanguard Russell 1000 Value | +0.4% | +8.49% | 加碼 |
| 12 | ORI | Old Republic Intl CORP | +0.4% | +160400.00% | 加碼 |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.3% | +2.58% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.3% | -9.30% | 減碼 |
| 15 | GS | Goldman Sachs Group Inc | +0.3% | +0.26% | 加碼 |
| 16 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.3% | +81.74% | 加碼 |
| 17 | NVDA | Nvidia CORP | +0.1% | -2.70% | 減碼 |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | -5.08% | 減碼 |
| 19 | META | Meta Platforms Inc-class A | -0.2% | +0.32% | 加碼 |
| 20 | BHP | Bhp Group Ltd-spon Adr | -0.2% | -95.85% | 減碼 |
| 21 | NKE | Nike Inc -cl B | -0.2% | -95.74% | 減碼 |
| 22 | AMT | American Tower CORP | -0.2% | -96.08% | 減碼 |
| 23 | KO | Coca-cola Co/the | -0.2% | -84.25% | 減碼 |
| 24 | FTV | Fortive CORP | -0.2% | -99.39% | 減碼 |
| 25 | BA | Boeing Co/the | -0.2% | -97.93% | 減碼 |
| 26 | MSFT | Microsoft CORP | -0.2% | -1.85% | 減碼 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -21.19% | 減碼 |
| 28 | MCD | Mcdonald's CORP | -0.2% | -79.11% | 減碼 |
| 29 | NFLX | Netflix Inc | -0.2% | +90.41% | 加碼 |
| 30 | MRK | Merck & Co. Inc. | -0.2% | -92.80% | 減碼 |
| 31 | VZ | Verizon Communications Inc | -0.2% | -97.26% | 減碼 |
| 32 | SBUX | Starbucks CORP | -0.2% | -89.37% | 減碼 |
| 33 | MET | Metlife Inc | -0.3% | -99.51% | 減碼 |
| 34 | SPG | Simon Property Group Inc | -0.3% | -99.32% | 減碼 |
| 35 | WFC | Wells Fargo & Co | -0.3% | -94.41% | 減碼 |
| 36 | DIS | Walt Disney Co/the | -0.3% | -94.01% | 減碼 |
| 37 | AMGN | Amgen Inc | -0.3% | -96.00% | 減碼 |
| 38 | BITB | Bitwise Bitcoin ETF | -0.3% | -6.24% | 減碼 |
| 39 | ORCL | Oracle CORP | -0.3% | +0.02% | 加碼 |
| 40 | DHR | Danaher CORP | -0.4% | -98.89% | 減碼 |
| 41 | SO | Southern Co/the | -0.4% | -95.55% | 減碼 |
| 42 | DLR | Digital Realty Trust Inc | -0.4% | -49.19% | 減碼 |
| 43 | QCOM | Qualcomm Inc | -0.4% | -89.30% | 減碼 |
| 44 | ICE | Intercontinental Exchange In | -0.5% | -97.78% | 減碼 |
| 45 | HD | Home Depot Inc | -0.6% | -92.39% | 減碼 |
| 46 | COST | Costco Wholesale CORP | -0.9% | -46.78% | 減碼 |
| 47 | PANW | Palo Alto Networks Inc | -1.6% | -99.31% | 減碼 |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 清倉 |
| 49 | WAT | Waters CORP | — | EXIT | 清倉 |
| 50 | VTEC | Vanguard Ca Tax-ex Bond | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Highline Wealth Partners LLC 在 Q4 2025 季度的美股持倉總市值約為 US$4.9億，共申報了 1071 個公開持股部位。
在 Q4 2025 季度，Highline Wealth Partners LLC 按市值排列的前三大核心持股分別為：JPST (9.3%)、NVDA (8.1%)、JAAA (7.4%)。其中最大持股部位 JPST 佔據整體投資組合約 9.3% 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。
本季最大獲利了結 / 清倉標的
BRK-A
前期市值: US$150.8萬
在 Q4 2025 季度中，Highline Wealth Partners LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 17 個部位、減碼 30 個部位以及清倉 3 個部位。 本季清倉部位包含 BRK-A。
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。