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: 0001739485
申報總市值
US$1.4億
US$1.4億
89 檔
24.8%
截至 Q1 2025 季度末，LifePlan Financial, LLC 的美股持倉估值約為 US$1.4億，全數申報部位共有 89 檔。
在 Q1 2025，LifePlan Financial, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 8 個新部位，並對 20 個既有持股進行加碼（合計增持 28 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 IAU, XLP, SPYG）占據了總市值的 24.8%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | IAU | Ishares Gold Trust | ETF-避險與商品 | 9.06% | -1.88% | -2.57% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 6.97% | -0.08% | +2.95% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 6.66% | +0.80% | -1.08% | |
| 4 | XLB | Ss Materials Select Sector | ETF-其他 | 4.47% | -0.22% | +7.36% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.67% | -0.14% | +3.09% | |
| 6 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 3.59% | +0.04% | +2.34% | |
| 7 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.28% | — | — | |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.28% | -0.08% | +3.24% | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.27% | -0.06% | +3.23% | |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.27% | -0.52% | +3.64% | |
| 11 | XLE | Ss Energy Select Sector | ETF-其他 | 2.19% | -0.43% | -4.87% | |
| 12 | CRM | Salesforce Inc | 股票-科技 | 1.94% | -0.60% | +0.11% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.83% | -0.07% | +3.30% | |
| 14 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 1.82% | -0.06% | +3.32% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.80% | +0.03% | +6.12% | |
| 16 | MDT | Medtronic plc | 股票-醫療保健 | 1.79% | -0.14% | +2.02% | |
| 17 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 1.45% | -0.09% | -20.16% | |
| 18 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.31% | +0.02% | +2.20% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.22% | +0.10% | -4.46% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.19% | +0.06% | -2.42% | |
| 21 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.18% | -0.08% | +56.31% | |
| 22 | USB | US Bancorp | 股票-金融 | 1.17% | +0.12% | +3.39% | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.16% | -0.09% | +6.83% | |
| 24 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 1.15% | — | -19.72% | |
| 25 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.12% | +0.45% | -9.82% | |
| 26 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.02% | +0.76% | -6.50% | |
| 27 | DUK | Duke Energy CORP | 股票-公用事業 | 1.01% | -0.09% | +19.47% | |
| 28 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.98% | -0.53% | +4.56% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.93% | -0.12% | -5.75% | |
| 30 | ADSK | Autodesk Inc | 股票-科技 | 0.91% | -0.21% | +11.24% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.90% | — | -1.30% | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.88% | -0.03% | +2.58% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.88% | -0.03% | +1.12% | |
| 34 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.87% | — | -18.55% | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.86% | +0.01% | -1.34% | |
| 36 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.85% | — | -18.44% | |
| 37 | SLB | Slb LTD | 股票-能源 | 0.85% | -0.27% | +8.03% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.85% | -0.38% | +7.22% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.84% | +0.04% | +4.77% | |
| 40 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.83% | +0.10% | -8.39% | |
| 41 | CTVA | Corteva Inc | 股票-原物料 | 0.77% | -0.08% | +3.60% | |
| 42 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.76% | +0.05% | +35.91% | |
| 43 | VTR | Ventas Inc | 股票-房地產 | 0.72% | -0.02% | -19.67% | |
| 44 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.70% | +0.43% | -6.59% | |
| 45 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.67% | -0.05% | +14.50% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.66% | — | +7.38% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.65% | +0.03% | +4.72% | |
| 48 | EMR | Emerson Electric Co | 股票-工業 | 0.65% | -0.50% | EXIT | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.19% | -4.12% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.59% | +0.08% | +6.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBTJ | Ishares Ibonds Dec 2029 Term | +2.3% | NEW | 新建倉 |
| 2 | IAU | Ishares Gold Trust | +1.2% | -2.57% | 減碼 |
| 3 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.4% | +56.31% | 加碼 |
| 4 | MSI | Motorola Solutions Inc | +0.4% | NEW | 新建倉 |
| 5 | XLP | Ss Consumer Staples Sel Sect | +0.4% | +2.95% | 加碼 |
| 6 | XLB | Ss Materials Select Sector | +0.3% | +7.36% | 加碼 |
| 7 | HAS | Hasbro Inc | +0.3% | NEW | 新建倉 |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.3% | NEW | 新建倉 |
| 9 | LMT | Lockheed Martin CORP | +0.3% | NEW | 新建倉 |
| 10 | MDLZ | Mondelez International Inc-a | +0.3% | NEW | 新建倉 |
| 11 | CVS | Cvs Health CORP | +0.3% | -9.82% | 減碼 |
| 12 | DUK | Duke Energy CORP | +0.3% | +19.47% | 加碼 |
| 13 | CAT | Caterpillar Inc | +0.3% | NEW | 新建倉 |
| 14 | AMT | American Tower CORP | +0.2% | NEW | 新建倉 |
| 15 | MDT | Medtronic plc | +0.2% | +2.02% | 加碼 |
| 16 | AMD | Advanced Micro Devices | +0.2% | +82.73% | 加碼 |
| 17 | GILD | Gilead Sciences Inc | +0.2% | +14.50% | 加碼 |
| 18 | VGIT | Vanguard Intermediate-term T | +0.2% | +3.09% | 加碼 |
| 19 | VZ | Verizon Communications Inc | +0.1% | +4.56% | 加碼 |
| 20 | SLB | Slb LTD | +0.1% | +8.03% | 加碼 |
| 21 | MCD | Mcdonald's CORP | +0.1% | +7.22% | 加碼 |
| 22 | CTVA | Corteva Inc | +0.1% | +3.60% | 加碼 |
| 23 | T | At&t Inc | +0.1% | -3.28% | 減碼 |
| 24 | NKE | Nike Inc -cl B | +0.1% | +35.91% | 加碼 |
| 25 | GNMA | Ishares Gnma Bond ETF | +0.1% | +3.32% | 加碼 |
| 26 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +3.30% | 加碼 |
| 27 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +3.24% | 加碼 |
| 28 | EXPE | Expedia Group Inc | -0.1% | -12.69% | 減碼 |
| 29 | NXPI | NXP Semiconductors N.V. | -0.1% | -6.59% | 減碼 |
| 30 | USB | US Bancorp | -0.1% | +3.39% | 加碼 |
| 31 | MSFT | Microsoft CORP | -0.1% | +6.12% | 加碼 |
| 32 | PANW | Palo Alto Networks Inc | -0.2% | -6.50% | 減碼 |
| 33 | IJR | Ishares Core S&p Small-cap E | -0.2% | EXIT | 清倉 |
| 34 | AMZN | Amazon.com Inc | -0.2% | -8.39% | 減碼 |
| 35 | KHC | Kraft Heinz Co/the | -0.2% | -18.44% | 減碼 |
| 36 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | -4.46% | 減碼 |
| 37 | TRU | Transunion | -0.3% | EXIT | 清倉 |
| 38 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.3% | -19.72% | 減碼 |
| 39 | EMR | Emerson Electric Co | -0.3% | -21.44% | 減碼 |
| 40 | GLW | Corning Inc | -0.3% | -61.37% | 減碼 |
| 41 | VEEV | Veeva Systems Inc-class A | -0.3% | EXIT | 清倉 |
| 42 | TER | Teradyne Inc | -0.3% | -8.00% | 減碼 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.3% | -2.42% | 減碼 |
| 44 | KMX | Carmax Inc | -0.3% | EXIT | 清倉 |
| 45 | BWA | Borgwarner Inc | -0.3% | -18.55% | 減碼 |
| 46 | AOM | Ishares Core 40/60 Moderate | -0.4% | -20.16% | 減碼 |
| 47 | PYPL | Paypal Holdings Inc | -0.4% | +2.20% | 加碼 |
| 48 | CRM | Salesforce Inc | -0.5% | +0.11% | 加碼 |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.8% | -1.08% | 減碼 |
| 50 | IBDU | Ishares Ibonds Dec 2029 Term | -2.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，LifePlan Financial, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.4億，共申報了 89 個公開持股部位。
在 Q1 2025 季度，LifePlan Financial, LLC 按市值排列的前三大核心持股分別為：IAU (9.1%)、XLP (7.0%)、SPYG (6.7%)。其中最大持股部位 IAU 佔據整體投資組合約 9.1% 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
IBTJ
市值: US$262.0萬
本季最大獲利了結 / 清倉標的
IBDU
前期市值: US$250.0萬
在 Q1 2025 季度中，LifePlan Financial, LLC 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 20 個部位、減碼 17 個部位以及清倉 5 個部位。 其中最大新建倉標的為 IBTJ。 本季清倉部位包含 IBDU。
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。