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: 0001560717
申報總市值
US$91.3億
US$91.3億
1165 檔
17.5%
Q3 2025 季度申報顯示，Horizon Investments, LLC 揭露的美股組合總市值為 US$91.3億，涵蓋 1165 個不同之權益投資部位。
在 Q3 2025，Horizon Investments, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 18 個新部位，並對 168 個既有持股進行加碼（合計增持 186 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 SPYG, IDEV, NVDA）占據了總市值的 17.5%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1165 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 7.33% | +0.23% | -5.25% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 4.59% | -0.27% | -9.86% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.31% | +0.28% | +25.92% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | +0.07% | +31.16% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.76% | +0.09% | -2.12% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.65% | -1.35% | -23.44% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.57% | -0.26% | -2.84% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.37% | -0.62% | +100967.52% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.96% | +0.18% | -37.46% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.78% | +0.51% | +82.46% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 1.77% | +0.05% | +14.89% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.61% | +0.15% | +23.73% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.60% | -0.05% | +23.64% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.51% | -0.35% | +5.35% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.30% | +0.13% | +12.80% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.02% | +0.18% | +1.87% | |
| 17 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.80% | +0.03% | +38.64% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.79% | +0.06% | +0.19% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.78% | -0.64% | -14.51% | |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.75% | -0.02% | +1.87% | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 0.69% | +0.05% | +12.43% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | +0.07% | -17.25% | |
| 23 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.62% | +0.53% | -3.92% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.57% | +0.02% | +61.46% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | -0.02% | +26.88% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.20% | +84.85% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 0.53% | -0.05% | +61.03% | |
| 28 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.50% | — | — | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.50% | -0.09% | +27.00% | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 0.49% | -0.14% | +2.94% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.47% | +0.37% | +22.97% | |
| 32 | MAGS | Roundhill Magnificent Seven | ETF-其他 | 0.46% | +0.32% | — | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.45% | +0.06% | -41.94% | |
| 34 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.45% | -0.45% | — | |
| 35 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.45% | -0.02% | -5.01% | |
| 36 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.44% | -0.01% | +1.60% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.43% | +0.45% | -4.08% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.43% | +0.02% | -3.62% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.42% | +0.04% | +29.54% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.41% | -0.38% | +11.93% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.40% | — | +482.77% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.40% | -0.25% | +12.63% | |
| 43 | HD | Home Depot Inc | 股票-循環性消費 | 0.39% | +0.02% | +39.69% | |
| 44 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.39% | +0.24% | +33.91% | |
| 45 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.38% | +0.18% | +1857418.92% | |
| 46 | MU | Micron Technology Inc | 股票-科技 | 0.37% | +0.87% | +36.22% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.37% | -0.48% | +443.99% | |
| 48 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.36% | +0.32% | NEW | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.35% | — | +99.63% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | +0.01% | +13.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | +25.92% | 加碼 |
| 2 | MSFT | Microsoft CORP | +2.3% | +31.16% | 加碼 |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | +2.2% | +100967.52% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +1.6% | +82.46% | 加碼 |
| 5 | AVGO | Broadcom Inc | +1.2% | +23.73% | 加碼 |
| 6 | AAPL | Apple Inc | +1.1% | +14.89% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +1.1% | +23.64% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.8% | +12.80% | 加碼 |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | +0.8% | +1.87% | 加碼 |
| 10 | QUAL | Ishares Msci USA Quality Fac | +0.7% | +0.19% | 加碼 |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | +0.6% | -3.92% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -17.25% | 加碼 |
| 13 | JNJ | Johnson & Johnson | +0.4% | +61.46% | 加碼 |
| 14 | IWM | Ishares Russell 2000 ETF | +0.4% | +482.77% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.4% | +26.88% | 加碼 |
| 16 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +443.99% | 加碼 |
| 17 | PLTR | Palantir Technologies Inc-a | +0.4% | +27.00% | 加碼 |
| 18 | MA | Mastercard Inc - A | +0.4% | -3.62% | 加碼 |
| 19 | XOM | Exxon Mobil CORP | +0.3% | +84.85% | 加碼 |
| 20 | MRK | Merck & Co. Inc. | +0.3% | +29.54% | 加碼 |
| 21 | TSLA | Tesla Inc | +0.3% | +12.43% | 加碼 |
| 22 | KRE | Ss Spdr S&p Regional Bank | +0.3% | +41137.33% | 加碼 |
| 23 | XLC | Ss Comm Select Sector Spdr | +0.3% | -4.08% | 加碼 |
| 24 | WMT | Walmart Inc | +0.3% | +61.03% | 加碼 |
| 25 | HD | Home Depot Inc | +0.3% | +39.69% | 加碼 |
| 26 | MU | Micron Technology Inc | +0.3% | +36.22% | 加碼 |
| 27 | SPHY | Ss Spdr P High Yield ETF | +0.2% | +1857418.92% | 加碼 |
| 28 | GOOG | Alphabet Inc-cl C | +0.2% | +26.16% | 加碼 |
| 29 | NEM | Newmont CORP | +0.2% | +159.85% | 加碼 |
| 30 | PG | Procter & Gamble Co/the | +0.2% | +99.63% | 加碼 |
| 31 | PFE | Pfizer Inc | +0.2% | +26.40% | 加碼 |
| 32 | MO | Altria Group Inc | +0.2% | +47.86% | 加碼 |
| 33 | EME | Emcor Group Inc | +0.2% | +47.35% | 加碼 |
| 34 | NFLX | Netflix Inc | +0.2% | +2.94% | 加碼 |
| 35 | TMUS | T-mobile US Inc | +0.2% | +139.14% | 加碼 |
| 36 | T | At&t Inc | +0.2% | +17.24% | 加碼 |
| 37 | GD | General Dynamics CORP | +0.2% | -2.84% | 加碼 |
| 38 | VZ | Verizon Communications Inc | +0.2% | +33.46% | 加碼 |
| 39 | CVX | Chevron CORP | +0.2% | +294.70% | 加碼 |
| 40 | QCOM | Qualcomm Inc | +0.1% | +47.92% | 加碼 |
| 41 | CW | Curtiss-wright CORP | +0.1% | +35.44% | 加碼 |
| 42 | LRCX | Lam Research CORP | +0.1% | +48.36% | 加碼 |
| 43 | TJX | Tjx Companies Inc | +0.1% | +48.27% | 加碼 |
| 44 | SCHW | Schwab (charles) CORP | +0.1% | +46.40% | 加碼 |
| 45 | RF | Regions Financial CORP | +0.1% | +11.62% | 加碼 |
| 46 | MTB | M & T Bank CORP | +0.1% | +7.97% | 加碼 |
| 47 | BXP | Bxp Inc | +0.1% | +5759.30% | 加碼 |
| 48 | AMAT | Applied Materials Inc | +0.1% | +60.92% | 加碼 |
| 49 | ANET | Arista Networks Inc | +0.1% | +132.34% | 加碼 |
| 50 | USB | US Bancorp | +0.1% | +6.00% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Horizon Investments, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$91.3億，共申報了 1165 個公開持股部位。
在 Q3 2025 季度，Horizon Investments, LLC 按市值排列的前三大核心持股分別為：SPYG (7.3%)、IDEV (4.6%)、NVDA (3.3%)。其中最大持股部位 SPYG 佔據整體投資組合約 7.3% 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。
本季最大新建倉標的
IBIT
市值: US$3814.1萬
本季最大獲利了結 / 清倉標的
VLUE
前期市值: US$3160.2萬
在 Q3 2025 季度中，Horizon Investments, LLC 共進行了 200 項持倉異動，包含新建倉 18 個部位、加碼 168 個部位、減碼 13 個部位以及清倉 1 個部位。 其中最大新建倉標的為 IBIT。 本季清倉部位包含 VLUE。
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。