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: 0001590228
申報總市值
US$38.8億
US$38.8億
275 檔
24.5%
在 Q4 2025 申報期間，Interval Partners, LP（CIK: 0001590228）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$38.8億，共持有 275 個公開申報部位。
觀察 Q4 2025 的資金脈絡，Interval Partners, LP 在獲利結算 68 檔個股的同時，將資本重新部署至 48 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，Interval Partners, LP 的前 5 大核心持股（包含 AMZN, SPY, SYY 等）合計佔整體申報市值的 24.5%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 275 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.96% | -0.62% | +357.48% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.75% | +0.66% | +15.99% | |
| 3 | SYY | Sysco CORP | 股票-非循環性消費 | 3.35% | -1.09% | -8.21% | |
| 4 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 3.01% | -0.05% | +256.19% | |
| 5 | GWW | Ww Grainger Inc | 股票-工業 | 2.91% | -0.89% | — | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.79% | +0.06% | +65.78% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.52% | -6.39% | -57.86% | |
| 8 | MLM | Martin Marietta Materials | 股票-原物料 | 2.31% | -1.10% | — | |
| 9 | UAL | United Airlines Holdings Inc | 股票-工業 | 2.22% | -0.80% | +180.05% | |
| 10 | DOV | Dover CORP | 股票-工業 | 1.71% | — | +1203.36% | |
| 11 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.42% | +1.07% | +52.46% | |
| 12 | TGT | Target CORP | 股票-循環性消費 | 1.38% | -0.16% | — | |
| 13 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 1.33% | +0.15% | — | |
| 14 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-循環性消費 | 1.24% | -0.17% | +157.38% | |
| 15 | NVT | nVent Electric plc | 股票-工業 | 1.23% | -1.48% | -64.73% | |
| 16 | CRH | CRH plc | 股票-原物料 | 1.22% | -1.14% | EXIT | |
| 17 | BLD | Topbuild CORP | 股票-工業 | 1.17% | — | +0.39% | |
| 18 | CNM | Core & Main Inc-class A | 股票-工業 | 1.14% | -2.01% | EXIT | |
| 19 | FIVE | Five Below | 股票-循環性消費 | 1.13% | +0.40% | +49.58% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.07% | — | +18.60% | |
| 21 | IEX | Idex CORP | 股票-工業 | 1.06% | -0.89% | — | |
| 22 | BROS | Dutch Bros Inc-class A | 股票-循環性消費 | 1.03% | -0.54% | — | |
| 23 | SITE | Siteone Landscape Supply Inc | 股票-工業 | 0.97% | -1.51% | EXIT | |
| 24 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.95% | — | — | |
| 25 | USB | US Bancorp | 股票-金融 | 0.91% | -0.17% | — | |
| 26 | AS | Amer Sports, Inc. | 股票-循環性消費 | 0.89% | +0.33% | -35.84% | |
| 27 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.87% | -1.22% | -63.52% | |
| 28 | PNC | Pnc Financial Services Group | 股票-金融 | 0.87% | +0.63% | +30.77% | |
| 29 | SMG | Scotts Miracle-gro Co | 股票-原物料 | 0.84% | -0.88% | +82.27% | |
| 30 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.81% | — | — | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | +0.13% | +110.17% | |
| 32 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.77% | — | — | |
| 33 | TPR | Tapestry Inc | 股票-循環性消費 | 0.76% | -0.64% | EXIT | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | +0.57% | +458.60% | |
| 35 | SAIA | Saia Inc | 股票-工業 | 0.73% | +1.07% | — | |
| 36 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.73% | -0.58% | +75.85% | |
| 37 | ESAB | Esab CORP | 股票-工業 | 0.70% | -1.17% | -45.00% | |
| 38 | HAS | Hasbro Inc | 股票-循環性消費 | 0.69% | — | +32.69% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | +0.21% | +18.80% | |
| 40 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.68% | +0.05% | NEW | |
| 41 | ✓ | On Holding AG | 股票-其他 | 0.68% | -0.13% | +1.84% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.62% | -0.12% | -25.12% | |
| 43 | PRU | Prudential Financial Inc | 股票-金融 | 0.61% | +0.05% | +472.97% | |
| 44 | CRM | Salesforce Inc | 股票-科技 | 0.60% | — | +48.98% | |
| 45 | JHX | James Hardie Industries plc | 股票-其他 | 0.59% | — | +14.22% | |
| 46 | ROKU | Roku Inc | 股票-通訊服務 | 0.58% | — | — | |
| 47 | FDS | Factset Research Systems Inc | 股票-金融 | 0.58% | -0.07% | +159.03% | |
| 48 | WMS | Advanced Drainage Systems In | 股票-工業 | 0.57% | +0.43% | -77.23% | |
| 49 | PCAR | Paccar Inc | 股票-工業 | 0.57% | — | — | |
| 50 | TT | Trane Technologies plc | 股票-工業 | 0.56% | — | -39.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +3.2% | +357.48% | 加碼 |
| 2 | CHRW | C.h. Robinson Worldwide Inc | +2.4% | +256.19% | 加碼 |
| 3 | DOV | Dover CORP | +1.6% | +1203.36% | 加碼 |
| 4 | UAL | United Airlines Holdings Inc | +1.6% | +180.05% | 加碼 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +1.3% | +65.78% | 加碼 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +15.99% | 加碼 |
| 7 | SITE | Siteone Landscape Supply Inc | +0.8% | +340.12% | 加碼 |
| 8 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.8% | +157.38% | 加碼 |
| 9 | V | Visa Inc-class A Shares | +0.6% | +458.60% | 加碼 |
| 10 | FIVE | Five Below | +0.6% | +49.58% | 加碼 |
| 11 | TTWO | Take-two Interactive Softwre | +0.6% | +52.46% | 加碼 |
| 12 | PRU | Prudential Financial Inc | +0.5% | +472.97% | 加碼 |
| 13 | BAC | Bank Of America CORP | +0.5% | +110.17% | 加碼 |
| 14 | C | Citigroup Inc | +0.4% | +252.96% | 加碼 |
| 15 | SMG | Scotts Miracle-gro Co | +0.4% | +82.27% | 加碼 |
| 16 | SF | Stifel Financial CORP | +0.4% | +198.41% | 加碼 |
| 17 | FDS | Factset Research Systems Inc | +0.4% | +159.03% | 加碼 |
| 18 | BNY | Bank Of New York Mellon CORP | +0.4% | +75.85% | 加碼 |
| 19 | ALL | Allstate CORP | +0.4% | +292.49% | 加碼 |
| 20 | SPGI | S&p Global Inc | +0.3% | +238.79% | 加碼 |
| 21 | W | Wayfair Inc- Class A | +0.3% | +1581.17% | 加碼 |
| 22 | IBKR | Interactive Brokers Gro-cl A | +0.3% | +2616.55% | 加碼 |
| 23 | NDAQ | Nasdaq Inc | +0.3% | +121.34% | 加碼 |
| 24 | TFC | Truist Financial CORP | +0.3% | +125.38% | 加碼 |
| 25 | PNC | Pnc Financial Services Group | +0.3% | +30.77% | 加碼 |
| 26 | BURL | Burlington Stores Inc | +0.3% | +975.31% | 加碼 |
| 27 | EVR | Evercore Inc - A | +0.3% | +169.38% | 加碼 |
| 28 | CADE | Cadence Bank | +0.3% | +416.75% | 加碼 |
| 29 | XLF | Ss Financial Select Sector | +0.3% | +201.13% | 加碼 |
| 30 | ONB | Old National Bancorp | +0.3% | +107.50% | 加碼 |
| 31 | CRM | Salesforce Inc | +0.3% | +48.98% | 加碼 |
| 32 | TRU | Transunion | +0.3% | +317.93% | 加碼 |
| 33 | PFG | Principal Financial Group | +0.3% | +99.82% | 加碼 |
| 34 | HAS | Hasbro Inc | +0.3% | +32.69% | 加碼 |
| 35 | NVDA | Nvidia CORP | +0.2% | +18.60% | 加碼 |
| 36 | MKTX | Marketaxess Holdings Inc | +0.2% | +271.67% | 加碼 |
| 37 | LNC | Lincoln National CORP | +0.2% | +47.97% | 加碼 |
| 38 | GL | Globe Life Inc | +0.2% | +53.29% | 加碼 |
| 39 | ALLY | Ally Financial Inc | +0.2% | +31.62% | 加碼 |
| 40 | EAT | Brinker International Inc | +0.2% | +154.23% | 加碼 |
| 41 | EWBC | East West Bancorp Inc | +0.2% | +143.15% | 加碼 |
| 42 | YETI | Yeti Holdings Inc | +0.2% | +1315.05% | 加碼 |
| 43 | RGA | Reinsurance Group Of America | +0.2% | +186.52% | 加碼 |
| 44 | MSCI | Msci Inc | +0.2% | +504.73% | 加碼 |
| 45 | PFSI | Pennymac Financial Services | +0.2% | +201.61% | 加碼 |
| 46 | KKR | Kkr & Co Inc | +0.2% | +144.48% | 加碼 |
| 47 | ASB | Associated Banc-corp | +0.1% | +50.05% | 加碼 |
| 48 | SU | Suncor Energy Inc | +0.1% | +393.75% | 加碼 |
| 49 | MS | Morgan Stanley | -0.1% | -25.12% | 減碼 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -46.29% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Interval Partners, LP 在 Q4 2025 季度的美股持倉總市值約為 US$38.8億，共申報了 275 個公開持股部位。
在 Q4 2025 季度，Interval Partners, LP 按市值排列的前三大核心持股分別為：AMZN (4.0%)、SPY (3.8%)、SYY (3.4%)。其中最大持股部位 AMZN 佔據整體投資組合約 4.0% 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
GWW
市值: US$1.6億
本季最大獲利了結 / 清倉標的
UNP
前期市值: US$2.5億
在 Q4 2025 季度中，Interval Partners, LP 共進行了 200 項持倉異動，包含新建倉 48 個部位、加碼 48 個部位、減碼 36 個部位以及清倉 68 個部位。 其中最大新建倉標的為 GWW。 本季清倉部位包含 UNP。
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。