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: 0001882132
申報總市值
US$9.6億
US$9.6億
327 檔
12.7%
Q3 2025 季度申報顯示，Lifeworks Advisors, LLC 揭露的美股組合總市值為 US$9.6億，涵蓋 327 個不同之權益投資部位。
在 Q3 2025，Lifeworks Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 44 個新部位，並對 91 個既有持股進行加碼（合計增持 135 檔），相較減碼與清倉部位顯著佔優。
整體而言，Lifeworks Advisors, LLC 的前 5 大持股（包含 SPDW, GOVT, LQD）貢獻了組合市值的 12.7%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 327 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 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 5.90% | -0.23% | +14.78% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.23% | -0.52% | +5.28% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.59% | -0.38% | +3.75% | |
| 4 | MBB | Ishares Mbs ETF | ETF-其他 | 2.28% | -0.36% | +5.03% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.15% | -0.23% | +4.19% | |
| 6 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.14% | -0.52% | +13.45% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 2.12% | +0.17% | +6.05% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.04% | -0.03% | +2.25% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | +0.22% | -0.95% | |
| 10 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.40% | -0.17% | +9.85% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.36% | +0.04% | -5.01% | |
| 12 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.31% | -1.37% | +24.27% | |
| 13 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.24% | +1.30% | +29.62% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.20% | -0.03% | +14.83% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.19% | -0.05% | -20.51% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.18% | -0.33% | +6.87% | |
| 17 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.17% | -0.10% | -1.30% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.16% | — | -3.12% | |
| 19 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.10% | -0.07% | -14.46% | |
| 20 | PFE | Pfizer Inc | 股票-醫療保健 | 1.09% | -0.15% | -0.36% | |
| 21 | MO | Altria Group Inc | 股票-非循環性消費 | 1.02% | — | +1159.02% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.02% | -0.05% | -13.12% | |
| 23 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 0.99% | -0.29% | -2.01% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.99% | -0.07% | +504.29% | |
| 25 | DELL | Dell Technologies -c | 股票-科技 | 0.98% | +1.36% | +14.96% | |
| 26 | RSG | Republic Services Inc | 股票-工業 | 0.97% | -0.12% | -5.61% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.95% | +0.13% | -1.55% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.93% | -0.04% | +105.86% | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 0.91% | +0.12% | +84.06% | |
| 30 | CPB | THE Campbell's Company | 股票-非循環性消費 | 0.91% | -0.09% | -3.87% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.90% | +0.20% | -1.40% | |
| 32 | GLW | Corning Inc | 股票-科技 | 0.88% | +0.72% | +9.43% | |
| 33 | PCAR | Paccar Inc | 股票-工業 | 0.87% | -0.10% | +10.22% | |
| 34 | VTRS | Viatris Inc | 股票-醫療保健 | 0.78% | -0.26% | +20.12% | |
| 35 | GRMN | Garmin Ltd. | 股票-科技 | 0.78% | -0.05% | -2.31% | |
| 36 | CAT | Caterpillar Inc | 股票-工業 | 0.78% | +0.29% | +6.07% | |
| 37 | GEN | Gen Digital Inc | 股票-科技 | 0.76% | +0.02% | -5.31% | |
| 38 | CLX | Clorox Company | 股票-非循環性消費 | 0.76% | -0.08% | +4.72% | |
| 39 | MDT | Medtronic plc | 股票-醫療保健 | 0.73% | -0.10% | +2053.95% | |
| 40 | MSI | Motorola Solutions Inc | 股票-科技 | 0.73% | -0.15% | +4.09% | |
| 41 | CMI | Cummins Inc | 股票-工業 | 0.72% | +0.10% | +1.82% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.71% | -0.16% | -0.46% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.71% | -0.03% | +11.61% | |
| 44 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.71% | +0.35% | +28.50% | |
| 45 | FFIV | F5 Inc | 股票-科技 | 0.70% | +0.21% | +2.44% | |
| 46 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 0.69% | — | — | |
| 47 | GDDY | Godaddy Inc - Class A | 股票-科技 | 0.69% | -0.21% | +12.28% | |
| 48 | EVRG | Evergy Inc | 股票-公用事業 | 0.69% | +0.02% | +466.28% | |
| 49 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 0.69% | -0.06% | +36.02% | |
| 50 | EBAY | Ebay Inc | 股票-循環性消費 | 0.67% | +0.09% | +8.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1% | +14.78% | 加碼 |
| 2 | MO | Altria Group Inc | +0.9% | +1159.02% | 加碼 |
| 3 | STX | Seagate Technology Holdings plc | +0.9% | +29.62% | 加碼 |
| 4 | FTEC | Fidelity Msci Info Tech Indx | +0.8% | +6.05% | 加碼 |
| 5 | IWM | Ishares Russell 2000 ETF | +0.8% | +504.29% | 加碼 |
| 6 | CLX | Clorox Company | +0.7% | +4.72% | 加碼 |
| 7 | EVRG | Evergy Inc | +0.6% | +466.28% | 加碼 |
| 8 | HIG | Hartford Insurance Group Inc | +0.6% | +1040.90% | 加碼 |
| 9 | AMAT | Applied Materials Inc | +0.6% | +84.06% | 加碼 |
| 10 | FFIV | F5 Inc | +0.6% | +2.44% | 加碼 |
| 11 | DELL | Dell Technologies -c | +0.5% | +14.96% | 加碼 |
| 12 | QCOM | Qualcomm Inc | +0.5% | +105.86% | 加碼 |
| 13 | ORCL | Oracle CORP | +0.5% | +6.87% | 加碼 |
| 14 | GLD | Spdr Gold Shares | +0.4% | +24.27% | 加碼 |
| 15 | AMZN | Amazon.com Inc | +0.4% | +227.23% | 加碼 |
| 16 | GLW | Corning Inc | +0.3% | +9.43% | 加碼 |
| 17 | HPE | Hewlett Packard Enterprise | +0.3% | +28.50% | 加碼 |
| 18 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +9.85% | 加碼 |
| 19 | JBL | Jabil Inc | +0.3% | +26.45% | 加碼 |
| 20 | VTRS | Viatris Inc | +0.3% | +20.12% | 加碼 |
| 21 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +12.81% | 加碼 |
| 22 | EEM | Ishares Msci Emerging Market | +0.2% | +144.13% | 加碼 |
| 23 | FSTA | Fidelity Msci Cons Stap Indx | +0.2% | +12.39% | 加碼 |
| 24 | CAT | Caterpillar Inc | +0.2% | +6.07% | 加碼 |
| 25 | FNCL | Fidelity Msci Financial Indx | +0.2% | +477.10% | 加碼 |
| 26 | MCHP | Microchip Technology Inc | +0.2% | +5.76% | 加碼 |
| 27 | VOO | Vanguard S&p 500 ETF | +0.2% | -2.62% | 加碼 |
| 28 | IAU | Ishares Gold Trust | +0.2% | +13.45% | 加碼 |
| 29 | NTAP | Netapp Inc | +0.1% | +13.11% | 加碼 |
| 30 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +3.80% | 加碼 |
| 31 | AAPL | Apple Inc | +0.1% | +14.83% | 加碼 |
| 32 | TSLA | Tesla Inc | +0.1% | +42.42% | 加碼 |
| 33 | RTX | Rtx CORP | +0.1% | +20.50% | 加碼 |
| 34 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | -53.40% | 加碼 |
| 35 | NXPI | NXP Semiconductors N.V. | +0.1% | +22.83% | 加碼 |
| 36 | MSFT | Microsoft CORP | +0.1% | -0.95% | 減碼 |
| 37 | FIDU | Fidelity Msci Indust Indx | +0.1% | +36.02% | 加碼 |
| 38 | EBAY | Ebay Inc | +0.1% | +8.37% | 加碼 |
| 39 | MU | Micron Technology Inc | +0.1% | +60.27% | 加碼 |
| 40 | CMI | Cummins Inc | +0.1% | +1.82% | 加碼 |
| 41 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +81.45% | 加碼 |
| 42 | VV | Vanguard Large-cap ETF | +0.1% | +25.64% | 加碼 |
| 43 | NFLX | Netflix Inc | +0.1% | +167.76% | 加碼 |
| 44 | XLK | Ss Technology Select Sector | +0.1% | +1.72% | 加碼 |
| 45 | PCAR | Paccar Inc | +0.1% | +10.22% | 加碼 |
| 46 | WAB | Wabtec CORP | +0.1% | +10.21% | 加碼 |
| 47 | MSTR | Strategy Inc | +0.1% | -1.53% | 加碼 |
| 48 | META | Meta Platforms Inc-class A | +0.1% | +21.63% | 加碼 |
| 49 | AXON | Axon Enterprise Inc | +0.1% | +100.68% | 加碼 |
| 50 | UBER | Uber Technologies Inc | +0.1% | +35.57% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Lifeworks Advisors, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$9.6億，共申報了 327 個公開持股部位。
在 Q3 2025 季度，Lifeworks Advisors, LLC 按市值排列的前三大核心持股分別為：SPDW (5.9%)、GOVT (3.2%)、LQD (2.6%)。其中最大持股部位 SPDW 佔據整體投資組合約 5.9% 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
GEN
市值: US$573.5萬
本季最大獲利了結 / 清倉標的
JNP
前期市值: US$548.5萬
在 Q3 2025 季度中，Lifeworks Advisors, LLC 共進行了 200 項持倉異動，包含新建倉 44 個部位、加碼 91 個部位、減碼 40 個部位以及清倉 25 個部位。 其中最大新建倉標的為 GEN。 本季清倉部位包含 JNP。
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。