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: 0001475597
申報總市值
US$547.6億
US$547.6億
2511 檔
15.3%
截至 Q2 2025 季度末，Hrt Financial LP 的美股持倉估值約為 US$547.6億，全數申報部位共有 2511 檔。
在 Q2 2025，Hrt Financial LP 操作展現出積極擴展與加碼意向。本季共新建倉 65 個新部位，並對 63 個既有持股進行加碼（合計增持 128 檔），相較減碼與清倉部位顯著佔優。
整體而言，Hrt Financial LP 的前 5 大持股（包含 SPY, QQQ, APP）貢獻了組合市值的 15.3%，形成該機構在 Q2 2025 季度的基本面基石。
僅顯示前 200 大持股（共 2511 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 24.03% | -1.05% | +63.08% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.64% | +1.17% | +118.29% | |
| 3 | APP | Applovin Corp-class A | 股票-科技 | 2.43% | — | +90.40% | |
| 4 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.50% | -0.05% | +38.03% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.39% | -0.03% | -59.32% | |
| 6 | MSFT | Microsoft Corporation | 股票-科技 | 1.30% | -0.37% | EXIT | |
| 7 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.23% | -0.01% | EXIT | |
| 8 | NVDA | NVIDIA Corporation | 股票-科技 | 1.20% | -0.26% | +28.88% | |
| 9 | ✓ | Meta Platforms Inc | 股票-其他 | 0.95% | -0.21% | EXIT | |
| 10 | MCHX | Marchex, Inc. | 股票-其他 | 0.89% | -0.15% | +68.14% | |
| 11 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.87% | +0.12% | +196.59% | |
| 12 | AMZN | Amazon.com, Inc. | 股票-循環性消費 | 0.86% | +0.13% | +91.86% | |
| 13 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.84% | -0.11% | EXIT | |
| 14 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.74% | +0.23% | +1051.45% | |
| 15 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 0.73% | -0.95% | +2.03% | |
| 16 | AZEK | Azek Co Inc/the | 股票-其他 | 0.68% | — | — | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | +0.85% | +55.13% | |
| 18 | CME | Cme Group Inc | 股票-金融 | 0.56% | +0.11% | — | |
| 19 | AAPL | Apple Inc. | 股票-科技 | 0.51% | -0.51% | -26.59% | |
| 20 | AVGO | Broadcom Inc. | 股票-科技 | 0.51% | +0.29% | +97.96% | |
| 21 | WELL | Welltower Inc | 股票-房地產 | 0.48% | — | +327.66% | |
| 22 | MSFT | Microsoft Corporation | 股票-科技 | 0.47% | -1.54% | EXIT | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.44% | -0.06% | -2.03% | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 0.42% | +0.34% | NEW | |
| 25 | AIG | American International Group | 股票-金融 | 0.42% | -0.05% | EXIT | |
| 26 | AVGO | Broadcom Inc. | 股票-科技 | 0.41% | -0.26% | EXIT | |
| 27 | NU | Nu Holdings Ltd. | 股票-金融 | 0.40% | — | EXIT | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.39% | +0.15% | — | |
| 29 | NFLX | Netflix Inc | 股票-通訊服務 | 0.39% | — | -1.58% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.38% | +0.38% | — | |
| 31 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.36% | +0.04% | NEW | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.35% | -0.75% | +2668.01% | |
| 33 | AAPL | Apple Inc | 股票-科技 | 0.35% | -0.75% | EXIT | |
| 34 | ✓ | Amazon Com Inc | 股票-其他 | 0.32% | -0.89% | EXIT | |
| 35 | INSM | Insmed Inc | 股票-醫療保健 | 0.32% | +0.13% | NEW | |
| 36 | MSTR | Strategy Inc | 股票-科技 | 0.32% | -0.17% | +211.19% | |
| 37 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.32% | +0.09% | +350.28% | |
| 38 | PM | Philip Morris International | 股票-非循環性消費 | 0.30% | -0.10% | EXIT | |
| 39 | CRH | CRH plc | 股票-原物料 | 0.28% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | +0.22% | +139.02% | |
| 41 | PGR | Progressive CORP | 股票-金融 | 0.28% | +0.09% | NEW | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.27% | -0.01% | EXIT | |
| 43 | MO | Altria Group Inc | 股票-非循環性消費 | 0.27% | -0.23% | +317.26% | |
| 44 | RKLB | Rocket Lab CORP | 股票-工業 | 0.26% | — | — | |
| 45 | KR | Kroger Co | 股票-非循環性消費 | 0.26% | -0.04% | EXIT | |
| 46 | LNG | Cheniere Energy Inc | 股票-能源 | 0.26% | -0.29% | — | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.25% | +0.48% | NEW | |
| 48 | ✓ | Eli Lilly & Co | 股票-其他 | 0.25% | +0.01% | +109.36% | |
| 49 | WM | Waste Management Inc | 股票-工業 | 0.24% | +0.04% | NEW | |
| 50 | GS | The Goldman Sachs Group, Inc. | 股票-金融 | 0.24% | +0.17% | +64.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +4.9% | +63.08% | 加碼 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +3.4% | +118.29% | 加碼 |
| 3 | APP | Applovin Corp-class A | +1% | +90.40% | 加碼 |
| 4 | HOOD | Robinhood Markets Inc - A | +0.7% | +360.66% | 加碼 |
| 5 | AZEK | Azek Co Inc/the | +0.7% | NEW | 新建倉 |
| 6 | GOOG | Alphabet Inc. | +0.7% | +1051.45% | 加碼 |
| 7 | MSFT | Microsoft Corporation | +0.6% | +89.71% | 加碼 |
| 8 | CME | Cme Group Inc | +0.6% | NEW | 新建倉 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.5% | +38.03% | 加碼 |
| 10 | TRI4EUR | Thomson Reuters CORP | +0.5% | +115.40% | 加碼 |
| 11 | GOOG | Alphabet Inc. | +0.5% | +196.59% | 加碼 |
| 12 | ✓ | Meta Platforms Inc | +0.4% | +90.03% | 加碼 |
| 13 | MRK | Merck & Co. Inc. | +0.4% | NEW | 新建倉 |
| 14 | CRM | Salesforce Inc | +0.4% | NEW | 新建倉 |
| 15 | NU | Nu Holdings Ltd. | +0.4% | +1324.46% | 加碼 |
| 16 | MSFT | Microsoft Corporation | +0.4% | +368.33% | 加碼 |
| 17 | HCA | Hca Healthcare Inc | +0.4% | NEW | 新建倉 |
| 18 | AAPL | Apple Inc | +0.4% | NEW | 新建倉 |
| 19 | WMT | Walmart Inc | +0.3% | +2668.01% | 加碼 |
| 20 | WELL | Welltower Inc | +0.3% | +327.66% | 加碼 |
| 21 | INSM | Insmed Inc | +0.3% | NEW | 新建倉 |
| 22 | AMZN | Amazon.com, Inc. | +0.3% | +91.86% | 加碼 |
| 23 | AVGO | Broadcom Inc. | +0.3% | +97.96% | 加碼 |
| 24 | NVDA | NVIDIA Corporation | +0.3% | +28.88% | 加碼 |
| 25 | CRH | CRH plc | +0.3% | NEW | 新建倉 |
| 26 | PGR | Progressive CORP | +0.3% | NEW | 新建倉 |
| 27 | MDY | State Street Spdr S&p Midcap | +0.3% | +3580.97% | 加碼 |
| 28 | RKLB | Rocket Lab CORP | +0.3% | NEW | 新建倉 |
| 29 | KR | Kroger Co | +0.3% | NEW | 新建倉 |
| 30 | LNG | Cheniere Energy Inc | +0.3% | NEW | 新建倉 |
| 31 | SFM | Sprouts Farmers Market Inc | +0.2% | NEW | 新建倉 |
| 32 | MSTR | Strategy Inc | +0.2% | +211.19% | 加碼 |
| 33 | MSTR | Strategy Inc | +0.2% | NEW | 新建倉 |
| 34 | ORCL | Oracle CORP | +0.2% | NEW | 新建倉 |
| 35 | CRS | Carpenter Technology | +0.2% | NEW | 新建倉 |
| 36 | QCOM | Qualcomm Inc | +0.2% | NEW | 新建倉 |
| 37 | KMB | Kimberly-clark CORP | +0.2% | +350.28% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | +0.2% | NEW | 新建倉 |
| 39 | ✓ | Eli Lilly & Co | +0.2% | +3670.59% | 加碼 |
| 40 | BKNG | Booking Holdings Inc | +0.2% | NEW | 新建倉 |
| 41 | UNH | Unitedhealth Group Inc | +0.2% | NEW | 新建倉 |
| 42 | WMB | Williams Cos Inc | +0.2% | +1726.46% | 加碼 |
| 43 | CAT | Caterpillar Inc | +0.2% | NEW | 新建倉 |
| 44 | MO | Altria Group Inc | +0.2% | +317.26% | 加碼 |
| 45 | JNJ | Johnson & Johnson | +0.2% | +440.16% | 加碼 |
| 46 | FTAI | FTAI Aviation Ltd. | +0.2% | NEW | 新建倉 |
| 47 | WM | Waste Management Inc | +0.2% | +417.52% | 加碼 |
| 48 | UNP | Union Pacific CORP | +0.2% | +478.35% | 加碼 |
| 49 | SNAP | Snap Inc - A | +0.2% | +15157.61% | 加碼 |
| 50 | ASTS | Ast Spacemobile Inc | +0.2% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Hrt Financial LP 在 Q2 2025 季度的美股持倉總市值約為 US$547.6億，共申報了 2511 個公開持股部位。
在 Q2 2025 季度，Hrt Financial LP 按市值排列的前三大核心持股分別為：SPY (24.0%)、QQQ (7.6%)、APP (2.4%)。其中最大持股部位 SPY 佔據整體投資組合約 24.0% 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
AZEK
市值: US$1.5億
本季最大獲利了結 / 清倉標的
AVGO
前期市值: US$3.4億
在 Q2 2025 季度中，Hrt Financial LP 共進行了 200 項持倉異動，包含新建倉 65 個部位、加碼 63 個部位、減碼 28 個部位以及清倉 44 個部位。 其中最大新建倉標的為 AZEK。 本季清倉部位包含 AVGO。
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。