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: 0001965796
申報總市值
US$4.3億
US$4.3億
90 檔
46.0%
在 Q4 2025 申報期間，Main Street Group, LTD（CIK: 0001965796）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$4.3億，共持有 90 個公開申報部位。
從 Q4 2025 申報觀察，Main Street Group, LTD 採取防禦導向的調倉策略，本季減碼 9 檔個股並出清 27 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 QLD, SSO, PULS）累計市值佔比達 46.0%，是驅動 Main Street Group, LTD 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
PAAA
市值: US$817.0萬
本季最大獲利了結 / 清倉標的
T 0.375 07-31-27
前期市值: US$617.1萬
| # | 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 | QLD | Proshares Ultra Qqq | ETF-其他 | 25.24% | +5.03% | +89.87% | |
| 2 | SSO | Proshares Ultra S&p500 | ETF-其他 | 24.11% | +1.05% | +101.61% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 11.65% | -1.06% | -1.58% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.90% | -0.59% | -0.23% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.27% | +0.02% | +6.73% | |
| 6 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 2.82% | +0.26% | — | |
| 7 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 2.06% | +0.69% | +82.13% | |
| 8 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型股與成長 | 2.01% | +0.19% | -0.92% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.91% | -0.44% | -63.93% | |
| 10 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 1.57% | -0.24% | +47.49% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 1.35% | -0.19% | -16.77% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.17% | -0.09% | +4.89% | |
| 13 | NUKZ | Range Nuclear Renaissance | ETF-其他 | 0.91% | -0.08% | +33.40% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | -0.05% | +21.94% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.86% | -0.07% | -1.09% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.71% | -0.06% | -0.04% | |
| 17 | COF | Capital One Financial CORP | 股票-金融 | 0.69% | -0.06% | -0.02% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | -0.09% | -2.82% | |
| 19 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 0.66% | -0.01% | -18.50% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.60% | -0.04% | -0.25% | |
| 21 | NSC | Norfolk Southern CORP | 股票-工業 | 0.54% | -0.06% | -4.12% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.52% | -0.02% | +50.28% | |
| 23 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.49% | -0.11% | -76.09% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.46% | +0.03% | +3.57% | |
| 25 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.44% | -0.03% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.43% | — | -0.75% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | -0.03% | +3.89% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.36% | -0.09% | -2.64% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.33% | -0.03% | -11.66% | |
| 30 | UBSI | United Bankshares Inc | 股票-金融 | 0.32% | -0.04% | — | |
| 31 | NFLX | Netflix Inc | 股票-通訊服務 | 0.30% | -0.11% | +855.35% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.28% | -0.03% | +5.97% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.27% | -0.05% | +0.37% | |
| 34 | TSLA | Tesla Inc | 股票-循環性消費 | 0.27% | -0.04% | -2.89% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | -0.05% | — | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.25% | -0.01% | +79.69% | |
| 37 | PM | Philip Morris International | 股票-非循環性消費 | 0.25% | -0.05% | +0.56% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.24% | -0.04% | +3.46% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.23% | -0.03% | -10.44% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.23% | -0.07% | — | |
| 41 | D | Dominion Energy Inc | 股票-公用事業 | 0.23% | -0.04% | -4.37% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.21% | -0.03% | -14.11% | |
| 43 | MO | Altria Group Inc | 股票-非循環性消費 | 0.21% | -0.03% | +4.97% | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.20% | -0.05% | — | |
| 45 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 0.19% | -0.04% | +28.49% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.19% | -0.02% | +0.77% | |
| 47 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.19% | -0.05% | -22.85% | |
| 48 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.17% | -0.04% | -51.32% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.16% | -0.01% | +0.03% | |
| 50 | HD | Home Depot Inc | 股票-循環性消費 | 0.16% | -0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SSO | Proshares Ultra S&p500 | +4.5% | +101.61% | 加碼 |
| 2 | QLD | Proshares Ultra Qqq | +3.3% | +89.87% | 加碼 |
| 3 | PULS | Pgim Ultra Short Bond ETF | +1.6% | -1.58% | 減碼 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +6.73% | 加碼 |
| 5 | BOXX | Alpha Architect 1-3 Mnth Box | +0.7% | +47.49% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.4% | -0.23% | 減碼 |
| 7 | NUKZ | Range Nuclear Renaissance | +0.3% | +33.40% | 加碼 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +21.94% | 加碼 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +4.89% | 加碼 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +50.28% | 加碼 |
| 11 | TQQQ | Proshares Ultrapro Qqq | +0.2% | +82.13% | 加碼 |
| 12 | COF | Capital One Financial CORP | +0.2% | -0.02% | 減碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.75% | 減碼 |
| 14 | VUG | Vanguard Growth ETF | +0.1% | +79.69% | 加碼 |
| 15 | VTV | Vanguard Value ETF | +0.1% | +163.62% | 加碼 |
| 16 | AAPL | Apple Inc | +0.1% | -16.77% | 減碼 |
| 17 | PSLV | Sprott Physical Silver Trust | 0% | -51.32% | 減碼 |
| 18 | RWJ | Invesco S&p Smallcap 600 | 0% | -18.50% | 減碼 |
| 19 | NFLX | Netflix Inc | 0% | +855.35% | 加碼 |
| 20 | GBIL | Goldman Sachs Access Treasur | -1.2% | -76.09% | 減碼 |
| 21 | SCHO | Schwab Short-term US Treas | -2.6% | -63.93% | 減碼 |
| 22 | PAAA | Pgim Aaa Clo ETF | — | NEW | 新建倉 |
| 23 | T 0.375 07-31-27債券 | US Treasury N/b | — | EXIT | 清倉 |
| 24 | T 0.625 05-15-30債券 | US Treasury N/b | — | EXIT | 清倉 |
| 25 | T 0.625 07-31-26債券 | US Treasury N/b | — | EXIT | 清倉 |
| 26 | T 0.375 01-31-26債券 | US Treasury N/b | — | EXIT | 清倉 |
| 27 | T 1.125 10-31-26債券 | US Treasury N/b | — | EXIT | 清倉 |
| 28 | T 0.5 04-30-27債券 | US Treasury N/b | — | EXIT | 清倉 |
| 29 | T 0.75 08-31-26債券 | US Treasury N/b | — | EXIT | 清倉 |
| 30 | T 0.75 03-31-26債券 | US Treasury N/b | — | EXIT | 清倉 |
| 31 | T 0.75 01-31-28債券 | US Treasury N/b | — | EXIT | 清倉 |
| 32 | XOM | Exxon Mobil CORP | — | EXIT | 清倉 |
| 33 | T 0.625 08-15-30債券 | US Treasury N/b | — | EXIT | 清倉 |
| 34 | T 5 10-31-25債券 | US Treasury N/b | — | EXIT | 清倉 |
| 35 | T 0.375 11-30-25債券 | US Treasury N/b | — | EXIT | 清倉 |
| 36 | T 1.5 01-31-27債券 | US Treasury N/b | — | EXIT | 清倉 |
| 37 | DFUS | Dimensional US Eq Mkt ETF | — | NEW | 新建倉 |
| 38 | ✓ | Ares Industrial Real Estate Income Trust Inc Class I Conversion | — | EXIT | 清倉 |
| 39 | T 0.75 05-31-26債券 | US Treasury N/b | — | EXIT | 清倉 |
| 40 | T 0.25 10-31-25債券 | US Treasury N/b | — | EXIT | 清倉 |
| 41 | B 0 11-20-25債券 | Treasury Bill | — | EXIT | 清倉 |
| 42 | ✓ | Sap Se Ordf | — | EXIT | 清倉 |
| 43 | S 0 11-15-30債券 | Strips | — | EXIT | 清倉 |
| 44 | SYY | Sysco CORP | — | EXIT | 清倉 |
| 45 | T 4.625 10-15-26債券 | US Treasury N/b | — | EXIT | 清倉 |
| 46 | B 0 12-04-25債券 | Treasury Bill | — | EXIT | 清倉 |
| 47 | TROW | T Rowe Price Group Inc | — | EXIT | 清倉 |
| 48 | T 4.5 11-15-25債券 | US Treasury N/b | — | EXIT | 清倉 |
| 49 | CL | Colgate-palmolive Co | — | EXIT | 清倉 |
| 50 | AXS 5.5 PERP E債券 | Axis Capital Hldgs LTD | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Main Street Group, LTD 在 Q4 2025 季度的美股持倉總市值約為 US$4.3億，共申報了 90 個公開持股部位。
在 Q4 2025 季度，Main Street Group, LTD 按市值排列的前三大核心持股分別為：QLD (25.2%)、SSO (24.1%)、PULS (11.7%)。其中最大持股部位 QLD 佔據整體投資組合約 25.2% 的權重。
在 Q4 2025 季度中，Main Street Group, LTD 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 12 個部位、減碼 9 個部位以及清倉 27 個部位。 其中最大新建倉標的為 PAAA。 本季清倉部位包含 T 0.375 07-31-27。
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。
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。
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。