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: 0001841496
申報總市值
US$6.9億
US$6.9億
251 檔
17.5%
在 Q2 2025 申報期間，Marshall Financial Group, LLC（CIK: 0001841496）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$6.9億，共持有 251 個公開申報部位。
Q2 2025 數據顯示 Marshall Financial Group, LLC 積極進場，新開立 20 個部位並同步加碼 9 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 QLD, OBND, SSO）累計市值佔比達 17.5%，是驅動 Marshall Financial Group, 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 251 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 | QLD | Proshares Ultra Qqq | ETF-其他 | 5.93% | +0.19% | +40.12% | |
| 2 | OBND | Ss Loomis Sayles Op Bond ETF | ETF-其他 | 5.16% | -0.20% | -0.15% | |
| 3 | SSO | Proshares Ultra S&p500 | ETF-其他 | 4.89% | -0.13% | +45.88% | |
| 4 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 3.99% | -0.01% | +3.69% | |
| 5 | MFSB | Mfs Active Core Plus Bond | ETF-其他 | 3.58% | -0.12% | — | |
| 6 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.33% | -0.03% | +4.99% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.83% | -2.51% | EXIT | |
| 8 | LGOV | First Tr Long Duration O-etf | ETF-其他 | 2.82% | -1.80% | -1.38% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.47% | +0.12% | +1.38% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.42% | +0.06% | +0.51% | |
| 11 | PAVE | Global X US Infrastructure | ETF-其他 | 2.05% | — | +13.62% | |
| 12 | IQLT | Ishares Msci International Q | ETF-其他 | 2.04% | — | +1.64% | |
| 13 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 1.57% | -0.08% | +18.08% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.41% | +0.82% | -53.82% | |
| 15 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 1.18% | -0.02% | -2.44% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | -0.02% | -3.34% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.10% | +0.06% | -7.31% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.94% | -0.23% | +6.31% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 0.83% | -0.14% | -2.15% | |
| 20 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.80% | -0.04% | -80.89% | |
| 21 | TSPA | T Rowe Price US Eqy Research | ETF-其他 | 0.77% | +0.06% | +2.44% | |
| 22 | ROUS | Hartford Multifact US Eqty | ETF-其他 | 0.76% | +0.04% | +3.06% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | -0.05% | +16.92% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | +0.04% | -10.06% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.71% | +0.08% | -4.08% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | -0.03% | -5.23% | |
| 27 | NFLX | Netflix Inc | 股票-通訊服務 | 0.69% | -0.09% | -17.18% | |
| 28 | KR | Kroger Co | 股票-非循環性消費 | 0.64% | -0.14% | -3.50% | |
| 29 | LRCX | Lam Research CORP | 股票-科技 | 0.64% | +0.50% | +2.55% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工業 | 0.63% | -0.14% | +4.69% | |
| 31 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.62% | -0.04% | +6.53% | |
| 32 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.60% | -0.13% | -0.29% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.58% | -0.08% | +0.43% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 0.57% | -0.01% | +2.82% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.55% | +0.05% | +21.20% | |
| 36 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.53% | -0.04% | -3.43% | |
| 37 | GRMN | Garmin Ltd. | 股票-科技 | 0.52% | +0.08% | -7.06% | |
| 38 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.50% | -0.01% | +65.82% | |
| 39 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.50% | +0.02% | +2.90% | |
| 40 | RMD | Resmed Inc | 股票-醫療保健 | 0.48% | -0.04% | -9.09% | |
| 41 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.47% | +0.01% | -4.18% | |
| 42 | SCCO | Southern Copper CORP | 股票-原物料 | 0.46% | -0.07% | +4.17% | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.46% | -0.19% | +4.13% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | +0.01% | -27.00% | |
| 45 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.45% | +0.09% | -2.60% | |
| 46 | UBER | Uber Technologies Inc | 股票-工業 | 0.44% | -0.24% | — | |
| 47 | ETN | Eaton Corporation plc | 股票-工業 | 0.43% | — | +91.13% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.43% | +0.16% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.43% | +0.03% | -13.55% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.41% | — | -9.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MFSB | Mfs Active Core Plus Bond | +3.6% | NEW | 新建倉 |
| 2 | QLD | Proshares Ultra Qqq | +2.4% | +40.12% | 加碼 |
| 3 | SSO | Proshares Ultra S&p500 | +1.8% | +45.88% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.6% | +1.38% | 加碼 |
| 5 | UBER | Uber Technologies Inc | +0.4% | NEW | 新建倉 |
| 6 | CSCO | Cisco Systems Inc | +0.4% | NEW | 新建倉 |
| 7 | ABT | Abbott Laboratories | +0.4% | NEW | 新建倉 |
| 8 | NVS | Novartis Ag-sponsored Adr | +0.4% | NEW | 新建倉 |
| 9 | PAVE | Global X US Infrastructure | +0.3% | +13.62% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.3% | -7.31% | 減碼 |
| 11 | VST | Vistra CORP | +0.3% | NEW | 新建倉 |
| 12 | TQQQ | Proshares Ultrapro Qqq | +0.3% | +185.20% | 加碼 |
| 13 | ETN | Eaton Corporation plc | +0.2% | +91.13% | 加碼 |
| 14 | CDNS | Cadence Design Sys Inc | +0.2% | +65.82% | 加碼 |
| 15 | NTES | Netease Inc-adr | +0.2% | NEW | 新建倉 |
| 16 | UPRO | Proshares Ultrapro S&p 500 | +0.2% | NEW | 新建倉 |
| 17 | PNR | Pentair plc | +0.2% | NEW | 新建倉 |
| 18 | OMF | Onemain Holdings Inc | +0.2% | NEW | 新建倉 |
| 19 | GFI | Gold Fields Ltd-spons Adr | +0.2% | NEW | 新建倉 |
| 20 | SEIC | Sei Investments Company | +0.2% | NEW | 新建倉 |
| 21 | UNP | Union Pacific CORP | +0.2% | NEW | 新建倉 |
| 22 | NTAP | Netapp Inc | +0.2% | NEW | 新建倉 |
| 23 | GEN | Gen Digital Inc | +0.2% | NEW | 新建倉 |
| 24 | FHI | Federated Hermes Inc | +0.2% | NEW | 新建倉 |
| 25 | PH | Parker Hannifin CORP | +0.2% | NEW | 新建倉 |
| 26 | IDCC | Interdigital Inc | +0.2% | NEW | 新建倉 |
| 27 | PODD | Insulet CORP | +0.2% | NEW | 新建倉 |
| 28 | FAST | Fastenal Co | +0.2% | NEW | 新建倉 |
| 29 | MSFT | Microsoft CORP | +0.1% | -3.34% | 減碼 |
| 30 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +18.08% | 加碼 |
| 31 | JEPQ | JPM Nasdaq Equity Premium | -0.1% | +4.99% | 加碼 |
| 32 | DXCM | Dexcom Inc | -0.2% | EXIT | 清倉 |
| 33 | RIO | Rio Tinto Plc-spon Adr | -0.2% | EXIT | 清倉 |
| 34 | HLI | Houlihan Lokey Inc | -0.2% | EXIT | 清倉 |
| 35 | SSD | Simpson Manufacturing Co Inc | -0.2% | EXIT | 清倉 |
| 36 | NDSN | Nordson CORP | -0.2% | EXIT | 清倉 |
| 37 | ABBV | Abbvie Inc | -0.2% | -77.73% | 減碼 |
| 38 | CSX | Csx CORP | -0.2% | EXIT | 清倉 |
| 39 | PAC | Grupo Aeroportuario Pac-adr | -0.3% | EXIT | 清倉 |
| 40 | HSY | Hershey Co/the | -0.3% | EXIT | 清倉 |
| 41 | VRSK | Verisk Analytics Inc | -0.3% | -79.21% | 減碼 |
| 42 | LLY | Eli Lilly & Co | -0.3% | -27.00% | 減碼 |
| 43 | BRO | Brown & Brown Inc | -0.3% | EXIT | 清倉 |
| 44 | QLYS | Qualys Inc | -0.4% | EXIT | 清倉 |
| 45 | PANW | Palo Alto Networks Inc | -0.4% | EXIT | 清倉 |
| 46 | LOGI | Logitech International S.A. | -0.4% | EXIT | 清倉 |
| 47 | HALO | Halozyme Therapeutics Inc | -0.5% | EXIT | 清倉 |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -1.5% | -53.82% | 減碼 |
| 49 | VOO | Vanguard S&p 500 ETF | -1.6% | -94.51% | 減碼 |
| 50 | HTRB | Hartford Ttl Rtrn Bnd ETF | -3.9% | -80.89% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Marshall Financial Group, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$6.9億，共申報了 251 個公開持股部位。
在 Q2 2025 季度，Marshall Financial Group, LLC 按市值排列的前三大核心持股分別為：QLD (5.9%)、OBND (5.2%)、SSO (4.9%)。其中最大持股部位 QLD 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
MFSB
市值: US$1824.5萬
本季最大獲利了結 / 清倉標的
HALO
前期市值: US$214.1萬
在 Q2 2025 季度中，Marshall Financial Group, LLC 共進行了 50 項持倉異動，包含新建倉 20 個部位、加碼 9 個部位、減碼 8 個部位以及清倉 13 個部位。 其中最大新建倉標的為 MFSB。 本季清倉部位包含 HALO。
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。