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
359 檔
24.9%
根據最新整理的 13F 季度數據集，Impact Partnership Wealth, LLC 於 Q4 2025 結束時的管理資產規模為 US$10.3億。該機構在本季度申報了 359 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2025 的申報異動，Impact Partnership Wealth, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 139 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。
檢視投資組合結構，前 5 大主力部位（包含 BIL, QQQ, VGK）占據了總市值的 24.9%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 359 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 | 13.64% | +12.92% | +9.49% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.62% | -2.75% | +5.60% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 5.32% | -3.34% | -33.51% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 4.76% | -0.21% | +10.96% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 3.50% | -1.73% | +100.64% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.22% | -0.80% | -9.50% | |
| 7 | PRSD | Ss Shrt Dur Ig Pub&priv Cred | ETF-其他 | 3.10% | +3.31% | — | |
| 8 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 3.01% | -1.38% | +85.09% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.95% | -1.85% | +7.75% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.87% | -0.91% | +73.02% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 2.65% | -1.38% | +8.02% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.31% | -0.76% | +32.84% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.96% | -0.84% | -26.80% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.84% | -1.18% | +8.14% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.77% | -0.17% | +4.33% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.75% | -0.88% | +99.28% | |
| 17 | FLJP | Franklin Ftse Japan ETF | ETF-其他 | 1.40% | -0.09% | +6.77% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 1.04% | -0.18% | +21.59% | |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.95% | -0.43% | +86.90% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | -0.13% | +19.15% | |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.85% | -0.50% | +46.19% | |
| 22 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.81% | -0.22% | +13.50% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.79% | -0.51% | +43.89% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | -0.06% | +24.63% | |
| 25 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.53% | -0.43% | +13.04% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.46% | -0.36% | +12.00% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 0.44% | -0.30% | +78.91% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.44% | — | +12.88% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.42% | -0.09% | +11.94% | |
| 30 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.41% | -0.14% | -7.04% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.38% | -0.02% | +86.62% | |
| 32 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.37% | -0.02% | -0.09% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.36% | -0.01% | +10.00% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.36% | +0.05% | -2.67% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.30% | -0.21% | -29.96% | |
| 36 | COP | Conocophillips | 股票-能源 | 0.27% | -0.09% | +287.45% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.26% | -0.01% | +31.44% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.26% | -0.14% | +29.34% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.25% | +0.03% | +520.54% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.25% | +0.03% | +74.75% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.25% | -0.04% | +13.77% | |
| 42 | EVLN | Eaton Vance Floating-rate | ETF-其他 | 0.25% | +0.01% | +37.05% | |
| 43 | PCMM | Bblx Private Credit Clo ETF | ETF-其他 | 0.25% | +0.05% | +195.47% | |
| 44 | BUCK | Simplify Treasury Option Inc | ETF-政府公債 | 0.24% | +0.01% | +29.25% | |
| 45 | TGT | Target CORP | 股票-循環性消費 | 0.24% | +0.17% | +266.12% | |
| 46 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.24% | -0.21% | -5.63% | |
| 47 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 0.24% | +0.02% | +24.85% | |
| 48 | HYGV | Flexshares High Yield Value | ETF-非投資等級債 | 0.23% | +0.01% | +23.91% | |
| 49 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.23% | +0.01% | +9.08% | |
| 50 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-其他 | 0.22% | +0.01% | +9.48% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPTS | Ss Spdr P St Term Tsy ETF | +1.5% | +100.64% | 加碼 |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | +1.1% | +85.09% | 加碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1% | +73.02% | 加碼 |
| 4 | SPSB | Ss Spdr P St C CORP ETF | +0.7% | +99.28% | 加碼 |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | +0.4% | +86.90% | 加碼 |
| 6 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +32.84% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.2% | +520.54% | 加碼 |
| 8 | COP | Conocophillips | +0.2% | +287.45% | 加碼 |
| 9 | WMT | Walmart Inc | +0.2% | +78.91% | 加碼 |
| 10 | TGT | Target CORP | +0.2% | +266.12% | 加碼 |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | +46.19% | 加碼 |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.2% | +86.62% | 加碼 |
| 13 | PCMM | Bblx Private Credit Clo ETF | +0.2% | +195.47% | 加碼 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +390.54% | 加碼 |
| 15 | TIP | Ishares Tips Bond ETF | +0.1% | +43.89% | 加碼 |
| 16 | TROW | T Rowe Price Group Inc | +0.1% | +255.32% | 加碼 |
| 17 | HPQ | Hp Inc | +0.1% | +264.75% | 加碼 |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +207.93% | 加碼 |
| 19 | BBY | Best Buy Co Inc | +0.1% | +196.21% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +183.65% | 加碼 |
| 21 | ADBE | Adobe Inc | +0.1% | +73.14% | 加碼 |
| 22 | EME | Emcor Group Inc | +0.1% | +92.46% | 加碼 |
| 23 | PG | Procter & Gamble Co/the | +0.1% | +109.48% | 加碼 |
| 24 | COHR | Coherent CORP | +0.1% | +88.56% | 加碼 |
| 25 | MBB | Ishares Mbs ETF | +0.1% | +21.59% | 加碼 |
| 26 | HD | Home Depot Inc | +0.1% | +74.75% | 加碼 |
| 27 | SLV | Ishares Silver Trust | +0.1% | +5.86% | 加碼 |
| 28 | EXPE | Expedia Group Inc | +0.1% | +24.54% | 加碼 |
| 29 | CF | Cf Industries Holdings Inc | +0.1% | +128.70% | 加碼 |
| 30 | INCY | Incyte CORP | +0.1% | +44.21% | 加碼 |
| 31 | RMD | Resmed Inc | +0.1% | +90.90% | 加碼 |
| 32 | ORI | Old Republic Intl CORP | +0.1% | +124.25% | 加碼 |
| 33 | APA | Apa CORP | +0.1% | +176.72% | 加碼 |
| 34 | EVLN | Eaton Vance Floating-rate | 0% | +37.05% | 加碼 |
| 35 | QCOM | Qualcomm Inc | 0% | +29.34% | 加碼 |
| 36 | NEM | Newmont CORP | 0% | +20.22% | 加碼 |
| 37 | HIG | Hartford Insurance Group Inc | 0% | +43.97% | 加碼 |
| 38 | JBL | Jabil Inc | 0% | +57.66% | 加碼 |
| 39 | SYF | Synchrony Financial | 0% | +31.35% | 加碼 |
| 40 | FTI | TechnipFMC plc | 0% | +50.29% | 加碼 |
| 41 | GOOG | Alphabet Inc-cl C | 0% | +19.86% | 加碼 |
| 42 | BA | Boeing Co/the | 0% | +93.65% | 加碼 |
| 43 | IEMG | Ishares Core Msci Emerging | 0% | +137.04% | 加碼 |
| 44 | NVDA | Nvidia CORP | 0% | +19.15% | 加碼 |
| 45 | GOOGL | Alphabet Inc-cl A | 0% | -2.67% | 減碼 |
| 46 | FLEX | Flex Ltd. | 0% | +56.84% | 加碼 |
| 47 | TRV | Travelers Cos Inc/the | 0% | +31.54% | 加碼 |
| 48 | PGR | Progressive CORP | 0% | +45.90% | 加碼 |
| 49 | ALL | Allstate CORP | 0% | +39.30% | 加碼 |
| 50 | BUCK | Simplify Treasury Option Inc | 0% | +29.25% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Impact Partnership Wealth, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$10.3億，共申報了 359 個公開持股部位。
在 Q4 2025 季度，Impact Partnership Wealth, LLC 按市值排列的前三大核心持股分別為：BIL (13.6%)、QQQ (5.6%)、VGK (5.3%)。其中最大持股部位 BIL 佔據整體投資組合約 13.6% 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
PRSD
市值: US$2418.7萬
本季最大獲利了結 / 清倉標的
PRIV
前期市值: US$2280.6萬
在 Q4 2025 季度中，Impact Partnership Wealth, LLC 共進行了 200 項持倉異動，包含新建倉 72 個部位、加碼 67 個部位、減碼 18 個部位以及清倉 43 個部位。 其中最大新建倉標的為 PRSD。 本季清倉部位包含 PRIV。
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。