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
112 檔
13.7%
在 Q4 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 112 個公開申報部位。
Insight Inv LLC 於 Q4 2025 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 27 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。
在資產配置集中度方面，Insight Inv LLC 的前 5 大核心持股（包含 AAPL, GOOGL, RDVY 等）合計佔整體申報市值的 13.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 4.89% | -0.16% | +1.95% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.35% | +0.11% | +0.19% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.93% | +0.14% | +9.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.68% | -0.34% | -1.56% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 2.50% | +0.01% | -1.11% | |
| 6 | AXP | American Express Co | 股票-金融 | 2.46% | -0.07% | -0.92% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.46% | -0.10% | +0.77% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.26% | -0.01% | +3.20% | |
| 9 | MRVL | Marvell Technology Inc | 股票-科技 | 2.17% | +3.73% | +5.20% | |
| 10 | AMAT | Applied Materials Inc | 股票-科技 | 2.09% | +2.05% | +0.01% | |
| 11 | GLW | Corning Inc | 股票-科技 | 2.06% | +1.65% | +0.06% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 2.04% | -0.50% | -0.92% | |
| 13 | GHC | Graham Holdings Co-class B | 股票-工業 | 1.99% | -0.11% | +18.08% | |
| 14 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.99% | +0.12% | -2.70% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 1.89% | +0.18% | +1.86% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.82% | -0.29% | -1.53% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.79% | -0.17% | +0.08% | |
| 18 | C | Citigroup Inc | 股票-金融 | 1.78% | +0.11% | +0.17% | |
| 19 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.76% | -0.34% | -1.29% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.76% | +0.47% | -0.11% | |
| 21 | GD | General Dynamics CORP | 股票-工業 | 1.69% | -0.20% | +3.28% | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.62% | +0.27% | -3.37% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.61% | -2.21% | EXIT | |
| 24 | AMGN | Amgen Inc | 股票-醫療保健 | 1.60% | -0.20% | +1.99% | |
| 25 | ALL | Allstate CORP | 股票-金融 | 1.56% | -0.02% | +2.48% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.55% | -0.39% | +15.73% | |
| 27 | PNC | Pnc Financial Services Group | 股票-金融 | 1.48% | +0.04% | +21.32% | |
| 28 | FUMB | First Trust Ultra Short Dur | ETF-其他 | 1.47% | -0.17% | -13.27% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.46% | -0.61% | +2.50% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.41% | -0.17% | -0.94% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.38% | -0.04% | -1.44% | |
| 32 | MSGS | Madison Square Garden Sports | 股票-通訊服務 | 1.38% | +0.10% | +9.12% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.37% | -0.20% | +1.44% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.36% | -0.03% | +1.36% | |
| 35 | WRB | Wr Berkley CORP | 股票-金融 | 1.36% | +0.01% | -0.32% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.36% | -0.11% | +1.51% | |
| 37 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.32% | +0.06% | +23.75% | |
| 38 | EMR | Emerson Electric Co | 股票-工業 | 1.30% | -0.08% | +0.69% | |
| 39 | EOG | Eog Resources Inc | 股票-能源 | 1.28% | -0.39% | +25.56% | |
| 40 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.23% | -0.14% | +8.63% | |
| 41 | LNC | Lincoln National CORP | 股票-金融 | 1.20% | -0.14% | +0.52% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.15% | -0.02% | -0.04% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.12% | -0.03% | — | |
| 44 | PCAR | Paccar Inc | 股票-工業 | 1.05% | -0.13% | -1.69% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.01% | -0.03% | +0.53% | |
| 46 | BP | Bp Plc-spons Adr | 股票-能源 | 1.01% | -0.45% | +23.71% | |
| 47 | FSMB | First Trust Short Dur Manag | ETF-其他 | 0.99% | -0.09% | +1.73% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.93% | -0.12% | -25.37% | |
| 49 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.86% | -0.17% | +2.74% | |
| 50 | T | At&t Inc | 股票-通訊服務 | 0.83% | -0.38% | -0.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.19% | 加碼 |
| 2 | AMAT | Applied Materials Inc | +0.4% | +0.01% | 加碼 |
| 3 | MRK | Merck & Co. Inc. | +0.3% | +8.63% | 加碼 |
| 4 | PNC | Pnc Financial Services Group | +0.3% | +21.32% | 加碼 |
| 5 | RDVY | First Trust Rising Dividend | +0.2% | +9.67% | 加碼 |
| 6 | MSGS | Madison Square Garden Sports | +0.2% | +9.12% | 加碼 |
| 7 | LMBS | First Trust Low Duration Opp | +0.2% | +23.75% | 加碼 |
| 8 | AAPL | Apple Inc | +0.2% | +1.95% | 加碼 |
| 9 | AMGN | Amgen Inc | +0.2% | +1.99% | 加碼 |
| 10 | PEP | Pepsico Inc | +0.2% | +15.73% | 加碼 |
| 11 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +32.49% | 加碼 |
| 12 | BP | Bp Plc-spons Adr | +0.2% | +23.71% | 加碼 |
| 13 | C | Citigroup Inc | +0.2% | +0.17% | 加碼 |
| 14 | MS | Morgan Stanley | +0.2% | +1.86% | 加碼 |
| 15 | EOG | Eog Resources Inc | +0.1% | +25.56% | 加碼 |
| 16 | AVGO | Broadcom Inc | +0.1% | +33.45% | 加碼 |
| 17 | AXP | American Express Co | +0.1% | -0.92% | 減碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -0.11% | 減碼 |
| 19 | VCIT | Vanguard Int-term Corporate | +0.1% | +31.42% | 加碼 |
| 20 | GHC | Graham Holdings Co-class B | +0.1% | +18.08% | 加碼 |
| 21 | PSLV | Sprott Physical Silver Trust | +0.1% | — | 不變 |
| 22 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +29.05% | 加碼 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +3.52% | 加碼 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +3.20% | 加碼 |
| 25 | JNJ | Johnson & Johnson | +0.1% | +1.51% | 加碼 |
| 26 | JNJ | Johnson & Johnson | +0.1% | -0.94% | 減碼 |
| 27 | LNC | Lincoln National CORP | +0.1% | +0.52% | 加碼 |
| 28 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +17.97% | 加碼 |
| 29 | RTX | Rtx CORP | +0.1% | -1.53% | 減碼 |
| 30 | WMT | Walmart Inc | +0.1% | -0.92% | 減碼 |
| 31 | GLW | Corning Inc | 0% | +0.06% | 加碼 |
| 32 | MRVL | Marvell Technology Inc | 0% | +5.20% | 加碼 |
| 33 | PCAR | Paccar Inc | 0% | -1.69% | 減碼 |
| 34 | XOM | Exxon Mobil CORP | 0% | — | 不變 |
| 35 | IBM | Intl Business Machines CORP | 0% | -1.11% | 減碼 |
| 36 | T | At&t Inc | -0.2% | -0.40% | 減碼 |
| 37 | BMY | Bristol-myers Squibb Co | -0.2% | -35.66% | 減碼 |
| 38 | WRB | Wr Berkley CORP | -0.2% | -0.32% | 減碼 |
| 39 | MDT | Medtronic plc | -0.3% | -45.21% | 減碼 |
| 40 | VZ | Verizon Communications Inc | -0.3% | -30.88% | 減碼 |
| 41 | FUMB | First Trust Ultra Short Dur | -0.3% | -13.27% | 減碼 |
| 42 | WSM | Williams-sonoma Inc | -0.4% | -2.70% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.4% | -1.56% | 減碼 |
| 44 | DIS | Walt Disney Co/the | -0.4% | -25.37% | 減碼 |
| 45 | ORCL | Oracle CORP | -0.9% | +0.08% | 加碼 |
| 46 | TGT | Target CORP | — | EXIT | 清倉 |
| 47 | TPL | Texas Pacific Land CORP | — | NEW | 新建倉 |
| 48 | BNY | Bank Of New York Mellon CORP | — | NEW | 新建倉 |
| 49 | URI | United Rentals Inc | — | EXIT | 清倉 |
| 50 | TXN | Texas Instruments Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Insight Inv LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.1億，共申報了 112 個公開持股部位。
在 Q4 2025 季度，Insight Inv LLC 按市值排列的前三大核心持股分別為：AAPL (4.9%)、GOOGL (3.4%)、RDVY (2.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.9% 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
TPL
市值: US$54.3萬
本季最大獲利了結 / 清倉標的
TGT
前期市值: US$71.7萬
在 Q4 2025 季度中，Insight Inv LLC 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 27 個部位、減碼 16 個部位以及清倉 3 個部位。 其中最大新建倉標的為 TPL。 本季清倉部位包含 TGT。
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。