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
86 檔
27.9%
根據最新整理的 13F 季度數據集，LifePlan Financial, LLC 於 Q4 2025 結束時的管理資產規模為 US$1.4億。該機構在本季度申報了 86 檔美股持倉，呈現出該時期的主要投資地圖。
Q4 2025 的申報記錄反映 LifePlan Financial, LLC 的板塊替換策略：機構本季推動了 24 筆增持與 26 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 IAU, SPYG, XLP）占據了總市值的 27.9%，展現出該機構在 Q4 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 | 8.82% | -1.88% | -7.16% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 7.30% | +0.80% | -1.64% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 6.15% | -0.08% | +3.84% | |
| 4 | XLB | Ss Materials Select Sector | ETF-其他 | 4.79% | -0.22% | +109.93% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 3.52% | +0.04% | +0.13% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.30% | -0.14% | +0.87% | |
| 7 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.07% | -0.08% | +1.70% | |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 2.07% | -0.08% | +2.43% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.05% | -0.08% | +0.83% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.05% | -0.06% | +0.98% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 2.01% | -0.60% | +7.83% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | +0.03% | -2.18% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.91% | +0.06% | -6.89% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.69% | -0.43% | +93.53% | |
| 15 | MDT | Medtronic plc | 股票-醫療保健 | 1.69% | -0.14% | -1.30% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.67% | -0.07% | +1.48% | |
| 17 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 1.66% | -0.06% | +1.33% | |
| 18 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.60% | +0.43% | +11.91% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.55% | -0.52% | -23.31% | |
| 20 | USB | US Bancorp | 股票-金融 | 1.51% | +0.12% | +4.23% | |
| 21 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.42% | +0.45% | +3.70% | |
| 22 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.33% | +0.02% | +7.70% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.25% | +0.10% | -4.48% | |
| 24 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 1.17% | -0.09% | -2.42% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.07% | -0.09% | +14.44% | |
| 26 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.02% | +0.76% | -0.47% | |
| 27 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.02% | -0.53% | +4.29% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 1.00% | — | -0.38% | |
| 29 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.98% | +0.10% | -0.22% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事業 | 0.97% | -0.09% | +5.32% | |
| 31 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.95% | -0.02% | -2.43% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.93% | +0.01% | -10.02% | |
| 33 | GD | General Dynamics CORP | 股票-工業 | 0.92% | +0.04% | -0.06% | |
| 34 | SLB | Slb LTD | 股票-能源 | 0.92% | -0.27% | +10.90% | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 0.91% | +0.37% | -4.74% | |
| 36 | CTVA | Corteva Inc | 股票-原物料 | 0.89% | -0.08% | +3.67% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.84% | +0.08% | +1.11% | |
| 38 | ADSK | Autodesk Inc | 股票-科技 | 0.81% | -0.21% | -6.35% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.78% | -0.47% | -4.00% | |
| 40 | TER | Teradyne Inc | 股票-科技 | 0.78% | +0.50% | -37.38% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.76% | -0.03% | -1.68% | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.76% | -0.03% | -1.21% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.75% | +0.04% | -2.64% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.74% | +1.14% | -14.98% | |
| 45 | HAS | Hasbro Inc | 股票-循環性消費 | 0.74% | -0.35% | -7.15% | |
| 46 | AMT | American Tower CORP | 股票-房地產 | 0.73% | -0.02% | +34.97% | |
| 47 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.71% | +0.05% | -0.81% | |
| 48 | AAPL | Apple Inc | 股票-科技 | 0.68% | -0.34% | -2.44% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.67% | -0.38% | -5.40% | |
| 50 | TGT | Target CORP | 股票-循環性消費 | 0.64% | -0.29% | -0.93% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +0.3% | +7.83% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -6.89% | 減碼 |
| 3 | EFX | Equifax Inc | +0.2% | +147.88% | 加碼 |
| 4 | EXPE | Expedia Group Inc | +0.2% | -2.43% | 減碼 |
| 5 | USB | US Bancorp | +0.2% | +4.23% | 加碼 |
| 6 | SLB | Slb LTD | +0.2% | +10.90% | 加碼 |
| 7 | QCOM | Qualcomm Inc | +0.1% | +44.15% | 加碼 |
| 8 | XLB | Ss Materials Select Sector | +0.1% | +109.93% | 加碼 |
| 9 | AMT | American Tower CORP | +0.1% | +34.97% | 加碼 |
| 10 | AMAT | Applied Materials Inc | +0.1% | -4.00% | 減碼 |
| 11 | MRK | Merck & Co. Inc. | +0.1% | +0.61% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.1% | -4.74% | 減碼 |
| 13 | CVS | Cvs Health CORP | +0.1% | +3.70% | 加碼 |
| 14 | AMD | Advanced Micro Devices | +0.1% | -14.98% | 減碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +2.79% | 加碼 |
| 16 | NXPI | NXP Semiconductors N.V. | +0.1% | +11.91% | 加碼 |
| 17 | CMCSA | Comcast Corp-class A | +0.1% | +14.44% | 加碼 |
| 18 | WMT | Walmart Inc | 0% | -0.38% | 減碼 |
| 19 | SPGI | S&p Global Inc | 0% | +1.11% | 加碼 |
| 20 | DHR | Danaher CORP | 0% | -1.03% | 減碼 |
| 21 | IAU | Ishares Gold Trust | 0% | -7.16% | 減碼 |
| 22 | TGT | Target CORP | 0% | -0.93% | 減碼 |
| 23 | AMZN | Amazon.com Inc | 0% | -0.22% | 減碼 |
| 24 | RTX | Rtx CORP | 0% | -2.74% | 減碼 |
| 25 | XLP | Ss Consumer Staples Sel Sect | 0% | +3.84% | 加碼 |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +2.43% | 加碼 |
| 27 | LMT | Lockheed Martin CORP | -0.1% | -11.81% | 減碼 |
| 28 | MCD | Mcdonald's CORP | -0.1% | -5.40% | 減碼 |
| 29 | VZ | Verizon Communications Inc | -0.1% | +4.29% | 加碼 |
| 30 | SWAN | Amplify Blckswn Grow Trsry | -0.1% | +0.13% | 加碼 |
| 31 | NKE | Nike Inc -cl B | -0.1% | -0.81% | 減碼 |
| 32 | MSI | Motorola Solutions Inc | -0.1% | -14.80% | 減碼 |
| 33 | MDLZ | Mondelez International Inc-a | -0.1% | -4.97% | 減碼 |
| 34 | XLE | Ss Energy Select Sector | -0.1% | +93.53% | 加碼 |
| 35 | TER | Teradyne Inc | -0.1% | -37.38% | 減碼 |
| 36 | PYPL | Paypal Holdings Inc | -0.1% | +7.70% | 加碼 |
| 37 | ADSK | Autodesk Inc | -0.2% | -6.35% | 減碼 |
| 38 | PANW | Palo Alto Networks Inc | -0.2% | -0.47% | 減碼 |
| 39 | STZ | Constellation Brands Inc-a | -0.2% | -50.03% | 減碼 |
| 40 | BWA | Borgwarner Inc | -0.2% | -43.19% | 減碼 |
| 41 | EMR | Emerson Electric Co | -0.2% | -24.13% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.3% | -2.18% | 減碼 |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | -0.5% | -23.31% | 減碼 |
| 44 | IBDW | Ishares Ibonds Dec 2031 CORP | — | NEW | 新建倉 |
| 45 | KO | Coca-cola Co/the | — | NEW | 新建倉 |
| 46 | ADBE | Adobe Inc | — | NEW | 新建倉 |
| 47 | CL | Colgate-palmolive Co | — | NEW | 新建倉 |
| 48 | CMG | Chipotle Mexican Grill Inc | — | NEW | 新建倉 |
| 49 | KHC | Kraft Heinz Co/the | — | EXIT | 清倉 |
| 50 | CCI | Crown Castle Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，LifePlan Financial, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$1.4億，共申報了 86 個公開持股部位。
在 Q4 2025 季度，LifePlan Financial, LLC 按市值排列的前三大核心持股分別為：IAU (8.8%)、SPYG (7.3%)、XLP (6.2%)。其中最大持股部位 IAU 佔據整體投資組合約 8.8% 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
IBDW
市值: US$62.9萬
本季最大獲利了結 / 清倉標的
KHC
前期市值: US$28.8萬
在 Q4 2025 季度中，LifePlan Financial, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 19 個部位、減碼 24 個部位以及清倉 2 個部位。 其中最大新建倉標的為 IBDW。 本季清倉部位包含 KHC。
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。