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
3125 檔
14.8%
Q4 2025 季度申報顯示，Hrt Financial LP 揭露的美股組合總市值為 US$547.6億，涵蓋 3125 個不同之權益投資部位。
觀察 Q4 2025 的申報異動，Hrt Financial LP 採取了強勁的買進策略，建倉與加碼動作（合計 118 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Hrt Financial LP 的前 5 大持股（包含 SPY, IWM, QQQ）貢獻了組合市值的 14.8%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 3125 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 | 15.40% | -1.05% | -15.08% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.20% | -0.03% | +112.89% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.99% | +1.17% | -35.15% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.07% | -0.06% | EXIT | |
| 5 | AAPL | Apple Inc | 股票-科技 | 1.94% | -0.75% | EXIT | |
| 6 | MCHX | Marchex, Inc. | 股票-其他 | 1.92% | -0.15% | +3.22% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.50% | +0.04% | NEW | |
| 8 | META | Meta Platforms, Inc. | 股票-通訊服務 | 1.33% | -0.47% | — | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 1.24% | -0.75% | +230.26% | |
| 10 | ✓ | Meta Platforms Inc | 股票-其他 | 1.22% | -0.21% | EXIT | |
| 11 | NVDA | NVIDIA Corporation | 股票-科技 | 1.16% | -0.26% | -9.82% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.13% | -0.23% | EXIT | |
| 13 | AAPL | Apple Inc. | 股票-科技 | 0.99% | -0.51% | +43.05% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.86% | -0.21% | EXIT | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.83% | +0.85% | +34.56% | |
| 16 | MU | Micron Technology Inc | 股票-科技 | 0.79% | +0.52% | — | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 0.74% | — | — | |
| 18 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.71% | +0.12% | -0.28% | |
| 19 | MSFT | Microsoft Corporation | 股票-科技 | 0.71% | -0.37% | EXIT | |
| 20 | AMZN | Amazon.com, Inc. | 股票-循環性消費 | 0.68% | +0.13% | +2884.44% | |
| 21 | TSLA | Tesla, Inc. | 股票-循環性消費 | 0.60% | -0.04% | EXIT | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | -0.26% | EXIT | |
| 23 | AVGO | Broadcom Inc. | 股票-科技 | 0.58% | +0.29% | +341.12% | |
| 24 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.57% | — | — | |
| 25 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.55% | +0.23% | +135.03% | |
| 26 | ✓ | Amazon Com Inc | 股票-其他 | 0.54% | -0.89% | EXIT | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.48% | -0.01% | EXIT | |
| 28 | AMD | Advanced Micro Devices, Inc. | 股票-科技 | 0.46% | +0.45% | -39.35% | |
| 29 | EOG | Eog Resources Inc | 股票-能源 | 0.46% | -0.09% | EXIT | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | +29.39% | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 0.40% | +0.34% | NEW | |
| 32 | NOW | Servicenow Inc | 股票-科技 | 0.39% | -0.10% | EXIT | |
| 33 | MRVL | Marvell Technology Inc | 股票-科技 | 0.39% | -0.67% | EXIT | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.36% | +0.88% | — | |
| 35 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.35% | — | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.34% | -0.06% | -5.22% | |
| 37 | ✓ | Eli Lilly & Co | 股票-其他 | 0.34% | +0.01% | +297.60% | |
| 38 | NFLX | Netflix Inc | 股票-通訊服務 | 0.32% | — | +2261.73% | |
| 39 | NFLX | Netflix, Inc. | 股票-通訊服務 | 0.32% | -0.25% | EXIT | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | +0.18% | +55.83% | |
| 41 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.31% | — | — | |
| 42 | C | Citigroup Inc | 股票-金融 | 0.31% | -0.25% | +29.33% | |
| 43 | LRCX | Lam Research CORP | 股票-科技 | 0.30% | -0.30% | +1008.16% | |
| 44 | TER | Teradyne Inc | 股票-科技 | 0.30% | -0.19% | EXIT | |
| 45 | BA | The Boeing Company | 股票-工業 | 0.29% | +0.15% | NEW | |
| 46 | AVGO | Broadcom Inc. | 股票-科技 | 0.27% | -0.26% | EXIT | |
| 47 | T | At&t Inc | 股票-通訊服務 | 0.27% | +0.19% | — | |
| 48 | MSFT | Microsoft Corporation | 股票-科技 | 0.25% | -1.54% | EXIT | |
| 49 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.25% | -0.05% | -26.23% | |
| 50 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.25% | -0.20% | +75.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +1.5% | +112.89% | 加碼 |
| 2 | ✓ | Meta Platforms Inc | +1.2% | +4144.93% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +1% | +1014.57% | 加碼 |
| 4 | WMT | Walmart Inc | +0.8% | +230.26% | 加碼 |
| 5 | AMZN | Amazon.com, Inc. | +0.7% | +2884.44% | 加碼 |
| 6 | AVGO | Broadcom Inc. | +0.4% | +341.12% | 加碼 |
| 7 | EOG | Eog Resources Inc | +0.4% | +789.18% | 加碼 |
| 8 | GOOG | Alphabet Inc. | +0.3% | +135.03% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.3% | +1008.16% | 加碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.3% | +34.56% | 加碼 |
| 11 | ✓ | Eli Lilly & Co | +0.3% | +297.60% | 加碼 |
| 12 | AAPL | Apple Inc. | +0.2% | +43.05% | 加碼 |
| 13 | MDY | State Street Spdr S&p Midcap | +0.2% | +131.87% | 加碼 |
| 14 | VRT | Vertiv Holdings Co-a | +0.2% | +2213.14% | 加碼 |
| 15 | BIIB | Biogen Inc | +0.2% | +8542.94% | 加碼 |
| 16 | SCHW | Schwab (charles) CORP | +0.2% | +582.67% | 加碼 |
| 17 | TLT | iShares 20+ Year Treasury Bond ETF | +0.2% | +579.52% | 加碼 |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | +0.2% | +3929.02% | 加碼 |
| 19 | JNJ | Johnson & Johnson | +0.2% | +1254.72% | 加碼 |
| 20 | VOO | Vanguard S&p 500 ETF | +0.2% | +386.52% | 加碼 |
| 21 | CVX | Chevron CORP | +0.2% | +541.25% | 加碼 |
| 22 | RF | Regions Financial CORP | +0.2% | +471.79% | 加碼 |
| 23 | RDDT | Reddit Inc-cl A | +0.2% | +2018.02% | 加碼 |
| 24 | TLT | iShares 20+ Year Treasury Bond ETF | +0.2% | +1547.03% | 加碼 |
| 25 | GEV | GE Vernova Inc | +0.2% | +917.41% | 加碼 |
| 26 | ON | On Semiconductor | +0.1% | +1017.88% | 加碼 |
| 27 | INTU | Intuit Inc. | +0.1% | +1260.42% | 加碼 |
| 28 | NFLX | Netflix Inc | +0.1% | +2261.73% | 加碼 |
| 29 | MRK | Merck & Co. Inc. | +0.1% | +137.45% | 加碼 |
| 30 | ONDS | Ondas Inc | +0.1% | +112.56% | 加碼 |
| 31 | CB | Chubb Limited | +0.1% | +5870.29% | 加碼 |
| 32 | WST | West Pharmaceutical Services | +0.1% | +5223.90% | 加碼 |
| 33 | XOM | Exxon Mobil CORP | +0.1% | +55.83% | 加碼 |
| 34 | TJX | Tjx Companies Inc | +0.1% | +223.48% | 加碼 |
| 35 | AMCR | Amcor plc | +0.1% | +1939.19% | 加碼 |
| 36 | CAH | Cardinal Health Inc | +0.1% | +219.18% | 加碼 |
| 37 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.87% | 加碼 |
| 38 | BKNG | Booking Holdings Inc | +0.1% | +75.61% | 加碼 |
| 39 | MSFT | Microsoft Corporation | +0.1% | +80.07% | 加碼 |
| 40 | LVS | Las Vegas Sands CORP | +0.1% | +140.79% | 加碼 |
| 41 | BKNG | Booking Holdings Inc. | +0.1% | +126.19% | 加碼 |
| 42 | STT | State Street CORP | +0.1% | +223.24% | 加碼 |
| 43 | AXP | American Express Co | +0.1% | +244.00% | 加碼 |
| 44 | MOS | Mosaic Co/the | +0.1% | +3841.22% | 加碼 |
| 45 | CMI | Cummins Inc | +0.1% | +5360.46% | 加碼 |
| 46 | C | Citigroup Inc | +0.1% | +29.33% | 加碼 |
| 47 | CAT | Caterpillar Inc. | +0.1% | +66.39% | 加碼 |
| 48 | LMT | Lockheed Martin CORP | +0.1% | +126.87% | 加碼 |
| 49 | MUB | Ishares National Muni Bond E | +0.1% | +204.90% | 加碼 |
| 50 | DELL | Dell Technologies -c | +0.1% | +659.93% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Hrt Financial LP 在 Q4 2025 季度的美股持倉總市值約為 US$547.6億，共申報了 3125 個公開持股部位。
在 Q4 2025 季度，Hrt Financial LP 按市值排列的前三大核心持股分別為：SPY (15.4%)、IWM (3.2%)、QQQ (3.0%)。其中最大持股部位 SPY 佔據整體投資組合約 15.4% 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
AVGO
市值: US$6.6億
本季最大獲利了結 / 清倉標的
VOO
前期市值: US$1.9億
在 Q4 2025 季度中，Hrt Financial LP 共進行了 200 項持倉異動，包含新建倉 61 個部位、加碼 57 個部位、減碼 42 個部位以及清倉 40 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 VOO。
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。