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: 0001818604
申報總市值
US$16.7億
US$16.7億
844 檔
15.4%
在 Q2 2025 申報期間，International Assets Investment Management, LLC（CIK: 0001818604）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$16.7億，共持有 844 個公開申報部位。
觀察 Q2 2025 的資金脈絡，International Assets Investment Management, LLC 在獲利結算 7 檔個股的同時，將資本重新部署至 10 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，International Assets Investment Management, LLC 的前 5 大核心持股（包含 AAPL, NVDA, AMZN 等）合計佔整體申報市值的 15.4%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
JPM
市值: US$1052.3萬
本季最大獲利了結 / 清倉標的
GS
前期市值: US$547.4萬
僅顯示前 200 大持股（共 844 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 | AAPL | Apple Inc | 股票-科技 | 5.69% | -0.28% | -7.06% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.54% | +0.04% | -11.11% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.48% | +0.02% | -6.31% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | -0.20% | -6.61% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.68% | +0.12% | -2.58% | |
| 6 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.71% | -0.51% | -13.01% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.58% | -0.06% | +30.47% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 1.25% | +0.05% | +4.76% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.17% | +0.05% | -5.40% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.07% | -0.02% | -4.59% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | -0.07% | -1.98% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.03% | +0.02% | +0.78% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | +0.03% | -2.96% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.95% | +0.13% | +14.15% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.94% | -0.13% | -0.42% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 0.92% | -0.20% | +5.23% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | +0.09% | -3.43% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工業 | 0.89% | — | +0.96% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | +0.01% | — | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.80% | +0.08% | -7.02% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.76% | +0.11% | -5.74% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | -0.08% | -5.17% | |
| 23 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 0.67% | -0.03% | +5.87% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.66% | -0.13% | -8.38% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 0.62% | -0.21% | -3.52% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | +0.10% | -20.11% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.60% | -0.01% | +0.99% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.59% | -0.03% | -4.26% | |
| 29 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.58% | -0.01% | +17.30% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.57% | +0.28% | -37.95% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | -0.16% | -9.57% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | -0.03% | +43.22% | |
| 33 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.42% | -0.08% | +4.00% | |
| 34 | PFE | Pfizer Inc | 股票-醫療保健 | 0.42% | -0.06% | -4.62% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.42% | +0.05% | +6.73% | |
| 36 | C | Citigroup Inc | 股票-金融 | 0.41% | +0.03% | -12.84% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | +0.03% | +6.23% | |
| 38 | BX | Blackstone Inc | 股票-金融 | 0.39% | -0.03% | -0.78% | |
| 39 | ARCC | Ares Capital CORP | 股票-金融 | 0.37% | -0.08% | +9.77% | |
| 40 | T | At&t Inc | 股票-通訊服務 | 0.36% | -0.08% | -0.00% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.36% | -0.07% | +2.91% | |
| 42 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.36% | +0.19% | +12.61% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.35% | +0.58% | -26.50% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.35% | +0.02% | +2.50% | |
| 45 | ET | Energy Transfer LP | 股票-能源 | 0.35% | -0.04% | -11.58% | |
| 46 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.35% | +0.03% | +15.53% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.34% | -0.13% | +2.79% | |
| 48 | CEG | Constellation Energy | 股票-公用事業 | 0.33% | +0.04% | -19.87% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.33% | -0.03% | -1.67% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.33% | — | -5.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -11.11% | 減碼 |
| 2 | JPM | Jpmorgan Chase & Co | +0.9% | NEW | 新建倉 |
| 3 | MSFT | Microsoft CORP | +0.4% | -6.61% | 減碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +30.47% | 加碼 |
| 5 | PLTR | Palantir Technologies Inc-a | +0.4% | -13.01% | 減碼 |
| 6 | AVGO | Broadcom Inc | +0.4% | -5.40% | 減碼 |
| 7 | ACP | Abrdn Income Credit Strat | +0.3% | NEW | 新建倉 |
| 8 | CEF | Sprott Physical Gold And Sil | +0.3% | NEW | 新建倉 |
| 9 | PGNY | Progyny Inc | +0.3% | NEW | 新建倉 |
| 10 | NFLX | Netflix Inc | +0.3% | +5.23% | 加碼 |
| 11 | TSLA | Tesla Inc | +0.2% | +4.76% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +0.78% | 加碼 |
| 13 | ECC | Eagle Point Credit Co | +0.2% | NEW | 新建倉 |
| 14 | PDO | Pimco Dynamic Income Opport | +0.2% | NEW | 新建倉 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -2.58% | 減碼 |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | +43.22% | 加碼 |
| 17 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +75.89% | 加碼 |
| 18 | AGNC | Agnc Investment CORP | +0.1% | +155.83% | 加碼 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +14.15% | 加碼 |
| 20 | IEP | Icahn Enterprises LP | +0.1% | NEW | 新建倉 |
| 21 | MRVL | Marvell Technology Inc | +0.1% | +194.69% | 加碼 |
| 22 | OPP | Rivernrth/doublelne Str Opp | +0.1% | NEW | 新建倉 |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +108.93% | 加碼 |
| 24 | KEY | Keycorp | +0.1% | NEW | 新建倉 |
| 25 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | NEW | 新建倉 |
| 26 | ARKK | Ark Innovation ETF | +0.1% | +44.51% | 加碼 |
| 27 | IWF | Ishares Russell 1000 Growth | +0.1% | +40.59% | 加碼 |
| 28 | ORCL | Oracle CORP | +0.1% | -0.32% | 減碼 |
| 29 | VGT | Vanguard Info Tech ETF | +0.1% | +6.73% | 加碼 |
| 30 | BAC | Bank Of America CORP | +0.1% | +6.23% | 加碼 |
| 31 | PANW | Palo Alto Networks Inc | +0.1% | +12.61% | 加碼 |
| 32 | GE | General Electric | +0.1% | +7.85% | 加碼 |
| 33 | AMZN | Amazon.com Inc | 0% | -6.31% | 減碼 |
| 34 | DELL | Dell Technologies -c | -0.1% | -69.40% | 減碼 |
| 35 | KMI | Kinder Morgan, Inc. | -0.1% | EXIT | 清倉 |
| 36 | PEP | Pepsico Inc | -0.1% | -33.76% | 減碼 |
| 37 | INTC | Intel CORP | -0.2% | EXIT | 清倉 |
| 38 | TGT | Target CORP | -0.2% | EXIT | 清倉 |
| 39 | GLD | Spdr Gold Shares | -0.2% | -36.77% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -9.57% | 減碼 |
| 41 | LOW | Lowe's Cos Inc | -0.2% | EXIT | 清倉 |
| 42 | WFC | Wells Fargo & Co | -0.2% | EXIT | 清倉 |
| 43 | MS | Morgan Stanley | -0.2% | EXIT | 清倉 |
| 44 | LLY | Eli Lilly & Co | -0.2% | -7.02% | 減碼 |
| 45 | IYW | Ishares Ustechnology ETF | -0.3% | -78.06% | 減碼 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -20.11% | 減碼 |
| 47 | DVY | Ishares Select Dividend ETF | -0.3% | -65.49% | 減碼 |
| 48 | IVV | Ishares Core S&p 500 ETF | -0.3% | -37.95% | 減碼 |
| 49 | GS | Goldman Sachs Group Inc | -0.5% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -1.6% | -7.06% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，International Assets Investment Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$16.7億，共申報了 844 個公開持股部位。
在 Q2 2025 季度，International Assets Investment Management, LLC 按市值排列的前三大核心持股分別為：AAPL (5.7%)、NVDA (5.5%)、AMZN (3.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.7% 的權重。
在 Q2 2025 季度中，International Assets Investment Management, LLC 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 16 個部位、減碼 17 個部位以及清倉 7 個部位。 其中最大新建倉標的為 JPM。 本季清倉部位包含 GS。
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。
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。
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。