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: 0001909322
申報總市值
US$2.1億
US$2.1億
133 檔
10.7%
在 Q1 2025 申報期間，Insight Inv LLC（CIK: 0001909322）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.1億，共持有 133 個公開申報部位。
Q1 2025 數據顯示 Insight Inv LLC 積極進場，新開立 3 個部位並同步加碼 30 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AAPL, RDVY, MSFT）累計市值佔比達 10.7%，是驅動 Insight Inv LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 4.79% | -0.16% | +120.89% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-其他 | 3.01% | +0.14% | +25.31% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | -0.34% | +376.29% | |
| 4 | IBM | Intl Business Machines CORP | 股票-科技 | 2.60% | +0.01% | -0.03% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.45% | -0.01% | +109.40% | |
| 6 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 2.35% | +0.12% | -0.82% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | -0.10% | +111.76% | |
| 8 | AXP | American Express Co | 股票-金融 | 2.22% | -0.07% | +0.03% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.07% | -0.50% | -0.09% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.06% | -0.61% | -1.94% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.02% | -2.21% | EXIT | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.93% | +0.11% | +114.42% | |
| 13 | ALL | Allstate CORP | 股票-金融 | 1.87% | -0.02% | -0.52% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.84% | +0.27% | +1.14% | |
| 15 | GHC | Graham Holdings Co-class B | 股票-工業 | 1.80% | -0.11% | -0.22% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.75% | -0.03% | +318.49% | |
| 17 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.74% | -0.34% | -3.29% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.73% | -0.20% | +5.36% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.72% | +0.47% | +52.72% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 1.72% | -0.29% | +2.43% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 1.66% | -0.20% | +67.64% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.62% | -0.17% | -1.49% | |
| 23 | WRB | Wr Berkley CORP | 股票-金融 | 1.56% | +0.01% | +0.95% | |
| 24 | FUMB | First Trust Ultra Short Dur | ETF-其他 | 1.55% | -0.17% | +297.68% | |
| 25 | MRVL | Marvell Technology Inc | 股票-科技 | 1.55% | +3.73% | +0.26% | |
| 26 | GD | General Dynamics CORP | 股票-工業 | 1.48% | -0.20% | +3.68% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 1.47% | +0.18% | +0.48% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.45% | -0.39% | +9.19% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.43% | -0.03% | +55.12% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.40% | -0.04% | -0.25% | |
| 31 | GLW | Corning Inc | 股票-科技 | 1.35% | +1.65% | +0.97% | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.33% | -0.11% | +3.04% | |
| 33 | C | Citigroup Inc | 股票-金融 | 1.33% | +0.11% | +0.54% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.31% | -0.02% | +2.88% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.30% | -0.17% | +141.11% | |
| 36 | FSMB | First Trust Short Dur Manag | ETF-其他 | 1.27% | -0.09% | -1.14% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.26% | -0.14% | +75.72% | |
| 38 | EMR | Emerson Electric Co | 股票-工業 | 1.25% | -0.08% | +0.88% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.24% | -0.12% | -2.35% | |
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 1.22% | +0.04% | -1.83% | |
| 41 | T | At&t Inc | 股票-通訊服務 | 1.16% | -0.38% | -0.15% | |
| 42 | AMAT | Applied Materials Inc | 股票-科技 | 1.09% | +2.05% | +1.78% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.09% | -0.11% | +5.32% | |
| 44 | PCAR | Paccar Inc | 股票-工業 | 1.07% | -0.13% | — | |
| 45 | LNC | Lincoln National CORP | 股票-金融 | 1.02% | -0.14% | — | |
| 46 | MDT | Medtronic plc | 股票-醫療保健 | 0.95% | -0.19% | EXIT | |
| 47 | BP | Bp Plc-spons Adr | 股票-能源 | 0.94% | -0.45% | -3.62% | |
| 48 | EOG | Eog Resources Inc | 股票-能源 | 0.93% | -0.39% | +7.50% | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.89% | -0.17% | +71.28% | |
| 50 | MSGS | Madison Square Garden Sports | 股票-通訊服務 | 0.88% | +0.10% | +0.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FUMB | First Trust Ultra Short Dur | +1.2% | +297.68% | 加碼 |
| 2 | RDVY | First Trust Rising Dividend | +0.6% | +25.31% | 加碼 |
| 3 | LMBS | First Trust Low Duration Opp | +0.4% | +120.99% | 加碼 |
| 4 | AMGN | Amgen Inc | +0.3% | +67.64% | 加碼 |
| 5 | IBM | Intl Business Machines CORP | +0.3% | -0.03% | 減碼 |
| 6 | WRB | Wr Berkley CORP | +0.3% | +0.95% | 加碼 |
| 7 | RTX | Rtx CORP | +0.2% | +2.43% | 加碼 |
| 8 | CVX | Chevron CORP | +0.2% | -1.94% | 減碼 |
| 9 | T | At&t Inc | +0.2% | -0.15% | 減碼 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | +1.30% | 加碼 |
| 11 | CVS | Cvs Health CORP | +0.2% | -0.42% | 減碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +318.49% | 加碼 |
| 13 | GHC | Graham Holdings Co-class B | +0.2% | -0.22% | 減碼 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +141.11% | 加碼 |
| 15 | UNP | Union Pacific CORP | +0.1% | NEW | 新建倉 |
| 16 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | NEW | 新建倉 |
| 17 | VZ | Verizon Communications Inc | +0.1% | +71.28% | 加碼 |
| 18 | MDT | Medtronic plc | +0.1% | +84.19% | 加碼 |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | +3.04% | 加碼 |
| 20 | ELV | Elevance Health Inc | +0.1% | +0.39% | 加碼 |
| 21 | LNC | Lincoln National CORP | +0.1% | — | 不變 |
| 22 | ALL | Allstate CORP | +0.1% | -0.52% | 減碼 |
| 23 | EOG | Eog Resources Inc | +0.1% | +7.50% | 加碼 |
| 24 | GD | General Dynamics CORP | +0.1% | +3.68% | 加碼 |
| 25 | NEE | Nextera Energy Inc | +0.1% | NEW | 新建倉 |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +5.36% | 加碼 |
| 27 | BP | Bp Plc-spons Adr | +0.1% | -3.62% | 減碼 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +52.72% | 加碼 |
| 29 | PEP | Pepsico Inc | +0.1% | +9.19% | 加碼 |
| 30 | URI | United Rentals Inc | -0.1% | EXIT | 清倉 |
| 31 | MRK | Merck & Co. Inc. | -0.1% | +75.72% | 加碼 |
| 32 | AMAT | Applied Materials Inc | -0.1% | +1.78% | 加碼 |
| 33 | MS | Morgan Stanley | -0.1% | +0.48% | 加碼 |
| 34 | MSGS | Madison Square Garden Sports | -0.2% | +0.12% | 加碼 |
| 35 | UFOX | Defiance Connective Tech ETF | -0.2% | EXIT | 清倉 |
| 36 | LMT | Lockheed Martin CORP | -0.2% | EXIT | 清倉 |
| 37 | QAI | Nyli Hdg Multi-str Trk ETF | -0.2% | -45.34% | 減碼 |
| 38 | PNC | Pnc Financial Services Group | -0.2% | -1.83% | 減碼 |
| 39 | EMR | Emerson Electric Co | -0.2% | +0.88% | 加碼 |
| 40 | IWF | Ishares Russell 1000 Growth | -0.2% | -0.25% | 減碼 |
| 41 | DIS | Walt Disney Co/the | -0.2% | -2.35% | 減碼 |
| 42 | TGT | Target CORP | -0.3% | +1.66% | 加碼 |
| 43 | AXP | American Express Co | -0.3% | +0.03% | 加碼 |
| 44 | MSFT | Microsoft CORP | -0.3% | +376.29% | 加碼 |
| 45 | ORCL | Oracle CORP | -0.4% | -1.49% | 減碼 |
| 46 | AMZN | Amazon.com Inc | -0.4% | +109.40% | 加碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.4% | +114.42% | 加碼 |
| 48 | WSM | Williams-sonoma Inc | -0.5% | -0.82% | 減碼 |
| 49 | AAPL | Apple Inc | -0.6% | +120.89% | 加碼 |
| 50 | MRVL | Marvell Technology Inc | -1.3% | +0.26% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Insight Inv LLC 在 Q1 2025 季度的美股持倉總市值約為 US$2.1億，共申報了 133 個公開持股部位。
在 Q1 2025 季度，Insight Inv LLC 按市值排列的前三大核心持股分別為：AAPL (4.8%)、RDVY (3.0%)、MSFT (2.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.8% 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
UNP
市值: US$20.3萬
本季最大獲利了結 / 清倉標的
UFOX
前期市值: US$23.1萬
在 Q1 2025 季度中，Insight Inv LLC 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 30 個部位、減碼 13 個部位以及清倉 3 個部位。 其中最大新建倉標的為 UNP。 本季清倉部位包含 UFOX。
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。