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: 0001984555
申報總市值
US$10.3億
US$10.3億
307 檔
25.1%
Impact Partnership Wealth, LLC 在 Q3 2025 季度的美股部位總計估值為 US$10.3億，分散於 307 個持倉標的之中，反映其市場參與廣度與投資規模。
Impact Partnership Wealth, LLC 於 Q3 2025 展現出進攻型調倉步調，本季推動了 91 檔股票的新建倉與 46 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 BIL, VGK, QQQ）累計市值佔比達 25.1%，是驅動 Impact Partnership Wealth, 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 307 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 14.50% | +12.92% | +151.02% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 8.86% | -3.34% | +42.82% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.03% | -2.75% | -22.98% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 4.91% | -0.21% | +17.83% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.03% | -0.80% | +14.90% | |
| 6 | PRIV | Ss Ig Publ Priv Cred Etf-usd | ETF-其他 | 3.39% | — | +200.78% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 3.17% | -1.85% | -27.64% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 2.80% | -1.38% | -25.22% | |
| 9 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.79% | -0.84% | +16.93% | |
| 10 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.03% | -1.73% | +9.13% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.02% | -0.76% | -34.66% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.95% | -1.18% | -26.59% | |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.89% | -1.38% | -28.23% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.88% | -0.91% | +7.84% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.84% | -0.17% | +2.90% | |
| 16 | FLJP | Franklin Ftse Japan ETF | ETF-其他 | 1.53% | -0.09% | +13.46% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.02% | -0.88% | -32.58% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 0.99% | -0.18% | -14.32% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | -0.13% | +11.81% | |
| 20 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.84% | -0.22% | +16.74% | |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.69% | -0.50% | -7.71% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.65% | -0.51% | +14.08% | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.59% | -0.43% | -25.99% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | -0.06% | +17.85% | |
| 25 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.55% | -0.43% | -32.68% | |
| 26 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.52% | -0.14% | +83.04% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.51% | -0.21% | +15.08% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.47% | -0.36% | -30.47% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.44% | — | +23.00% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.43% | -0.09% | -2.69% | |
| 31 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.40% | -0.02% | +16.04% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.36% | -0.01% | +17.47% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.33% | +0.05% | +12.94% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.33% | -0.04% | +70.11% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.31% | +0.01% | +17.99% | |
| 36 | ETHA | Ishares Ethereum Trust ETF | ETF-其他 | 0.31% | -0.05% | +33.88% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.27% | -0.30% | +22.76% | |
| 38 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.27% | -0.21% | +22.93% | |
| 39 | MU | Micron Technology Inc | 股票-科技 | 0.27% | +0.22% | — | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.26% | -0.01% | +28.28% | |
| 41 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.25% | +0.02% | +125.30% | |
| 42 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-其他 | 0.24% | +0.01% | +118.48% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.24% | +0.01% | +110.70% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.23% | -0.02% | -7.71% | |
| 45 | LRCX | Lam Research CORP | 股票-科技 | 0.23% | +0.02% | — | |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.23% | +0.01% | +105.07% | |
| 47 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 0.22% | +0.02% | +120.37% | |
| 48 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.22% | +0.01% | +120.01% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.22% | -0.14% | +42.93% | |
| 50 | FPX | First Trust US Equity Opport | ETF-其他 | 0.22% | -0.08% | +27.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +3.1% | +42.82% | 加碼 |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.8% | +151.02% | 加碼 |
| 3 | GLD | Spdr Gold Shares | +0.7% | +16.93% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | +11.81% | 加碼 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +7.84% | 加碼 |
| 6 | ETHA | Ishares Ethereum Trust ETF | +0.2% | +33.88% | 加碼 |
| 7 | VNQ | Vanguard Real Estate ETF | +0.2% | +15.08% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.2% | +17.85% | 加碼 |
| 9 | TSLA | Tesla Inc | +0.2% | +23.00% | 加碼 |
| 10 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +70.11% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.1% | +17.47% | 加碼 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | +33.24% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +16.04% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +12.94% | 加碼 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +194.07% | 加碼 |
| 16 | CIFR | Cipher Digital Inc | +0.1% | +10.79% | 加碼 |
| 17 | GILD | Gilead Sciences Inc | +0.1% | +22.93% | 加碼 |
| 18 | FPXI | First Trust International Eq | +0.1% | +126.05% | 加碼 |
| 19 | ORCL | Oracle CORP | +0.1% | +16.35% | 加碼 |
| 20 | CVX | Chevron CORP | +0.1% | -4.31% | 加碼 |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +44.44% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +28.28% | 加碼 |
| 23 | ACN | Accenture plc | +0.1% | +87.40% | 加碼 |
| 24 | USB | US Bancorp | +0.1% | -3.54% | 加碼 |
| 25 | CEG | Constellation Energy | +0.1% | — | 加碼 |
| 26 | IVZ | Invesco Ltd. | +0.1% | -5.83% | 加碼 |
| 27 | WMT | Walmart Inc | 0% | +22.76% | 加碼 |
| 28 | COIN | Coinbase Global Inc -class A | 0% | +292.39% | 減碼 |
| 29 | BMY | Bristol-myers Squibb Co | 0% | +20.14% | 加碼 |
| 30 | FIX | Comfort Systems USA Inc | 0% | -2.24% | 減碼 |
| 31 | CORZ | Core Scientific Inc | 0% | +46.35% | 加碼 |
| 32 | PYPL | Paypal Holdings Inc | 0% | +400.38% | 加碼 |
| 33 | FNF | Fidelity National Financial | 0% | +127.31% | 加碼 |
| 34 | NRG | Nrg Energy Inc | 0% | +32.11% | 加碼 |
| 35 | GOOG | Alphabet Inc-cl C | 0% | +18.78% | 加碼 |
| 36 | VST | Vistra CORP | 0% | +20.72% | 加碼 |
| 37 | EXPE | Expedia Group Inc | 0% | +18.47% | 加碼 |
| 38 | TRV | Travelers Cos Inc/the | — | +33.03% | 加碼 |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +17.83% | 加碼 |
| 40 | VUG | Vanguard Growth ETF | 0% | -25.22% | 加碼 |
| 41 | FALN | Ishares Fallen Angels ETF | 0% | +83.04% | 加碼 |
| 42 | FLJP | Franklin Ftse Japan ETF | -0.1% | +13.46% | 加碼 |
| 43 | TIP | Ishares Tips Bond ETF | -0.1% | +14.08% | 加碼 |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -2.69% | 加碼 |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -38.07% | 減碼 |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.1% | -28.23% | 加碼 |
| 47 | LLY | Eli Lilly & Co | -0.1% | +12.08% | 減碼 |
| 48 | WRB | Wr Berkley CORP | -0.1% | +30.96% | 減碼 |
| 49 | RF | Regions Financial CORP | -0.1% | -13.32% | 減碼 |
| 50 | VZ | Verizon Communications Inc | -0.1% | -0.46% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Impact Partnership Wealth, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$10.3億，共申報了 307 個公開持股部位。
在 Q3 2025 季度，Impact Partnership Wealth, LLC 按市值排列的前三大核心持股分別為：BIL (14.5%)、VGK (8.9%)、QQQ (6.0%)。其中最大持股部位 BIL 佔據整體投資組合約 14.5% 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
PRIV
市值: US$2280.6萬
本季最大獲利了結 / 清倉標的
LMT
前期市值: US$147.7萬
在 Q3 2025 季度中，Impact Partnership Wealth, LLC 共進行了 200 項持倉異動，包含新建倉 91 個部位、加碼 46 個部位、減碼 21 個部位以及清倉 42 個部位。 其中最大新建倉標的為 PRIV。 本季清倉部位包含 LMT。
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。