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
326 檔
13.9%
在 Q4 2025 的 13F 官方備案中，Lifeworks Advisors, LLC 管理的美股投資組合規模來到 US$9.6億，整體持股檔數為 326 檔。
在 Q4 2025 期間，Lifeworks Advisors, LLC 展現了靈活的資產再平衡步調，透過出清 24 檔弱勢或達到目標價部位，將資金轉置於 25 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 SPDW, GOVT, LQD）累計市值佔比達 13.9%，是驅動 Lifeworks Advisors, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 326 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 | 6.56% | -0.23% | +10.18% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.32% | -0.52% | +6.23% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.64% | -0.38% | +6.00% | |
| 4 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.40% | -0.52% | +3.47% | |
| 5 | MBB | Ishares Mbs ETF | ETF-其他 | 2.32% | -0.36% | +4.28% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.25% | -0.23% | +10.14% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.98% | -0.03% | +2.29% | |
| 8 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.51% | +0.17% | -27.80% | |
| 9 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.36% | -1.37% | -4.55% | |
| 10 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.28% | +1.30% | -8.91% | |
| 11 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 1.20% | -0.06% | +77.28% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.19% | -0.03% | -5.00% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | +0.22% | -11.82% | |
| 14 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.12% | -0.10% | -10.94% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.10% | +0.04% | -15.50% | |
| 16 | VTRS | Viatris Inc | 股票-醫療保健 | 1.09% | -0.26% | +14.09% | |
| 17 | PCAR | Paccar Inc | 股票-工業 | 1.07% | -0.10% | +13.67% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.07% | -0.17% | +3.11% | |
| 19 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.06% | -0.07% | -10.14% | |
| 20 | MO | Altria Group Inc | 股票-非循環性消費 | 1.05% | — | +20.56% | |
| 21 | JBL | Jabil Inc | 股票-科技 | 1.04% | +0.19% | +53.08% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.01% | +0.13% | +6.95% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.00% | +0.20% | +1.72% | |
| 24 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 1.00% | -0.29% | -7.42% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.97% | -0.05% | -24.36% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.96% | -0.05% | -22.91% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.95% | — | -19.72% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.94% | +0.39% | — | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 0.94% | -0.04% | +0.39% | |
| 30 | PFE | Pfizer Inc | 股票-醫療保健 | 0.93% | -0.15% | -10.64% | |
| 31 | DELL | Dell Technologies -c | 股票-科技 | 0.89% | +1.36% | +5.92% | |
| 32 | CPB | THE Campbell's Company | 股票-非循環性消費 | 0.85% | -0.09% | +8.95% | |
| 33 | GDDY | Godaddy Inc - Class A | 股票-科技 | 0.83% | -0.21% | +36.77% | |
| 34 | CAT | Caterpillar Inc | 股票-工業 | 0.79% | +0.29% | -12.56% | |
| 35 | CMI | Cummins Inc | 股票-工業 | 0.79% | +0.10% | -7.44% | |
| 36 | SO | Southern Co/the | 股票-公用事業 | 0.78% | -0.09% | +35.26% | |
| 37 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.77% | +0.35% | +15.19% | |
| 38 | EBAY | Ebay Inc | 股票-循環性消費 | 0.76% | +0.09% | +21.99% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.76% | -0.33% | -4.18% | |
| 40 | RSG | Republic Services Inc | 股票-工業 | 0.76% | -0.12% | -13.05% | |
| 41 | DE | Deere & Co | 股票-工業 | 0.73% | +0.02% | +19.18% | |
| 42 | ITW | Illinois Tool Works | 股票-工業 | 0.72% | -0.06% | +18.23% | |
| 43 | GEN | Gen Digital Inc | 股票-科技 | 0.71% | +0.02% | -0.29% | |
| 44 | WAB | Wabtec CORP | 股票-工業 | 0.71% | -0.04% | +27.06% | |
| 45 | CLX | Clorox Company | 股票-非循環性消費 | 0.70% | -0.08% | +16.64% | |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.69% | -0.16% | +0.05% | |
| 47 | GLW | Corning Inc | 股票-科技 | 0.68% | +0.72% | -25.36% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.67% | -0.13% | +4.15% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.66% | -0.06% | -0.11% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.63% | -0.35% | +168.92% |
| # | 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 | +0.7% | +10.18% | 加碼 |
| 2 | FIDU | Fidelity Msci Indust Indx | +0.5% | +77.28% | 加碼 |
| 3 | HON | Honeywell International Inc | +0.5% | +1392.37% | 加碼 |
| 4 | PNR | Pentair plc | +0.4% | +412.52% | 加碼 |
| 5 | ADP | Automatic Data Processing | +0.4% | +1087.77% | 加碼 |
| 6 | VGK | Vanguard Ftse Europe ETF | +0.4% | +168.92% | 加碼 |
| 7 | JBL | Jabil Inc | +0.4% | +53.08% | 加碼 |
| 8 | VTRS | Viatris Inc | +0.3% | +14.09% | 加碼 |
| 9 | ETN | Eaton Corporation plc | +0.3% | +337.16% | 加碼 |
| 10 | IAU | Ishares Gold Trust | +0.3% | +3.47% | 加碼 |
| 11 | PCAR | Paccar Inc | +0.2% | +13.67% | 加碼 |
| 12 | LYB | LyondellBasell Industries N.V. | +0.2% | +71.12% | 加碼 |
| 13 | WAB | Wabtec CORP | +0.2% | +27.06% | 加碼 |
| 14 | GDDY | Godaddy Inc - Class A | +0.1% | +36.77% | 加碼 |
| 15 | SO | Southern Co/the | +0.1% | +35.26% | 加碼 |
| 16 | DE | Deere & Co | +0.1% | +19.18% | 加碼 |
| 17 | CARR | Carrier Global CORP | +0.1% | +46.20% | 加碼 |
| 18 | VV | Vanguard Large-cap ETF | +0.1% | +31.71% | 加碼 |
| 19 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +10.14% | 加碼 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +1.72% | 加碼 |
| 21 | CTVA | Corteva Inc | +0.1% | +168.20% | 加碼 |
| 22 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +6.23% | 加碼 |
| 23 | EBAY | Ebay Inc | +0.1% | +21.99% | 加碼 |
| 24 | NVDA | Nvidia CORP | +0.1% | +22.98% | 加碼 |
| 25 | CMI | Cummins Inc | +0.1% | -7.44% | 減碼 |
| 26 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.95% | 加碼 |
| 27 | HPE | Hewlett Packard Enterprise | +0.1% | +15.19% | 加碼 |
| 28 | ITW | Illinois Tool Works | +0.1% | +18.23% | 加碼 |
| 29 | AMZN | Amazon.com Inc | +0.1% | +7.26% | 加碼 |
| 30 | WMT | Walmart Inc | +0.1% | +16.18% | 加碼 |
| 31 | ISRG | Intuitive Surgical Inc | +0.1% | +15.26% | 加碼 |
| 32 | IVE | Ishares S&p 500 Value ETF | +0.1% | +50.49% | 加碼 |
| 33 | MU | Micron Technology Inc | +0.1% | -15.54% | 減碼 |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +6.00% | 加碼 |
| 35 | GLD | Spdr Gold Shares | +0.1% | -4.55% | 減碼 |
| 36 | IEMG | Ishares Core Msci Emerging | +0.1% | +47.96% | 加碼 |
| 37 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.44% | 加碼 |
| 38 | LLY | Eli Lilly & Co | +0.1% | -13.88% | 減碼 |
| 39 | MBB | Ishares Mbs ETF | 0% | +4.28% | 加碼 |
| 40 | STX | Seagate Technology Holdings plc | 0% | -8.91% | 減碼 |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | +8.86% | 加碼 |
| 42 | CGGR | Cap Group Growth Equity | 0% | +28.09% | 加碼 |
| 43 | FNCL | Fidelity Msci Financial Indx | 0% | +16.92% | 加碼 |
| 44 | FMAT | Fidelity Msci Materials Indx | 0% | +14.33% | 加碼 |
| 45 | FICO | Fair Isaac CORP | 0% | +21.68% | 加碼 |
| 46 | MO | Altria Group Inc | 0% | +20.56% | 加碼 |
| 47 | PG | Procter & Gamble Co/the | 0% | +56.76% | 加碼 |
| 48 | UBER | Uber Technologies Inc | 0% | +64.82% | 加碼 |
| 49 | VO | Vanguard Mid-cap ETF | 0% | +36.39% | 加碼 |
| 50 | DLTR | Dollar Tree Inc | 0% | +2.09% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Lifeworks Advisors, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$9.6億，共申報了 326 個公開持股部位。
在 Q4 2025 季度，Lifeworks Advisors, LLC 按市值排列的前三大核心持股分別為：SPDW (6.6%)、GOVT (3.3%)、LQD (2.6%)。其中最大持股部位 SPDW 佔據整體投資組合約 6.6% 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
SPY
市值: US$726.2萬
本季最大獲利了結 / 清倉標的
SPY
前期市值: US$520.8萬
在 Q4 2025 季度中，Lifeworks Advisors, LLC 共進行了 199 項持倉異動，包含新建倉 25 個部位、加碼 83 個部位、減碼 67 個部位以及清倉 24 個部位。 其中最大新建倉標的為 SPY。 本季清倉部位包含 SPY。
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。