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: 0002024873
申報總市值
US$1.8億
US$1.8億
104 檔
20.9%
截至 Q3 2025 季度末，Motiv8 Investments LLC 的美股持倉估值約為 US$1.8億，全數申報部位共有 104 檔。
觀察 Q3 2025 的申報異動，Motiv8 Investments LLC 採取了強勁的買進策略，建倉與加碼動作（合計 41 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 SPY, POCT, PJUL）占據了總市值的 20.9%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
FJUL
市值: US$650.6萬
本季最大獲利了結 / 清倉標的
RBUF
前期市值: US$222.9萬
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.47% | — | -2.19% | |
| 2 | POCT | Innovator U.s. Equity Power | ETF-其他 | 3.99% | -0.84% | -1.95% | |
| 3 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 3.98% | -0.83% | -4.27% | |
| 4 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 3.98% | -0.81% | -1.95% | |
| 5 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 3.94% | -0.79% | -0.57% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 3.53% | -3.53% | EXIT | |
| 7 | FJUL | Ft Vest US Equity Buffer ETF | ETF-其他 | 3.46% | — | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 3.35% | — | -3.46% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-其他 | 3.22% | -3.22% | EXIT | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.59% | — | +7.42% | |
| 11 | TDG | Transdigm Group Inc | 股票-工業 | 2.11% | — | — | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.99% | -1.99% | EXIT | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.58% | — | +1.89% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.50% | -0.13% | +25.93% | |
| 15 | BOCT | Innovator U.s. Equity Buffer | ETF-其他 | 1.43% | -0.38% | -2.00% | |
| 16 | BJAN | Innovator U.s. Equity Buffer | ETF-其他 | 1.42% | -0.35% | -1.93% | |
| 17 | BJUL | Innovator U.s. Equity Buffer | ETF-其他 | 1.42% | -0.37% | -2.89% | |
| 18 | BAPR | Innovator U.s. Equity Buffer | ETF-其他 | 1.40% | -0.35% | -0.30% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.28% | -0.12% | +30.27% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | — | +13.55% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.24% | -1.24% | EXIT | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.23% | — | -3.26% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.16% | — | +17.56% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | — | +6.62% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.12% | -0.20% | +15.11% | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 1.11% | — | +3.00% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.10% | -0.20% | +12.11% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.10% | -1.10% | EXIT | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.10% | — | +32.34% | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 1.08% | -0.22% | +7.38% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | — | +13.47% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 1.00% | -0.48% | -11.97% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.98% | -0.20% | +35.55% | |
| 34 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股與成長 | 0.98% | — | +18.97% | |
| 35 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.98% | — | +23.42% | |
| 36 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.95% | -0.95% | EXIT | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.94% | -0.77% | +16.05% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.92% | — | +27.67% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工業 | 0.91% | -0.12% | +33.26% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.91% | — | +13.05% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.91% | -0.84% | +9.51% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | -0.11% | +10.58% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.90% | — | +23.75% | |
| 44 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.89% | — | +50.99% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.89% | — | +26.33% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.86% | — | +20.95% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.86% | — | +29.83% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.86% | — | +28.63% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.85% | — | +24.53% | |
| 50 | LIN | Linde plc | 股票-原物料 | 0.85% | — | +17.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +30.27% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.5% | +7.38% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.5% | +12.11% | 加碼 |
| 4 | ORCL | Oracle CORP | +0.4% | -11.97% | 減碼 |
| 5 | VUG | Vanguard Growth ETF | +0.4% | -3.46% | 加碼 |
| 6 | AMAT | Applied Materials Inc | +0.4% | +27.67% | 加碼 |
| 7 | AAPL | Apple Inc | +0.3% | +25.93% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.3% | +13.47% | 加碼 |
| 9 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.3% | +18.97% | 加碼 |
| 10 | HD | Home Depot Inc | +0.3% | +35.55% | 加碼 |
| 11 | TJX | Tjx Companies Inc | +0.2% | +23.42% | 加碼 |
| 12 | LMT | Lockheed Martin CORP | +0.2% | +33.26% | 加碼 |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | +37.57% | 加碼 |
| 14 | NOW | Servicenow Inc | +0.2% | +37.87% | 加碼 |
| 15 | MRK | Merck & Co. Inc. | +0.2% | +50.99% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +10.58% | 加碼 |
| 17 | CAT | Caterpillar Inc | +0.2% | +3.00% | 加碼 |
| 18 | QCOM | Qualcomm Inc | +0.2% | +29.83% | 加碼 |
| 19 | ADI | Analog Devices Inc | +0.2% | +15.68% | 加碼 |
| 20 | BLK | Blackrock Inc | +0.2% | +13.06% | 加碼 |
| 21 | JNJ | Johnson & Johnson | +0.2% | +17.56% | 加碼 |
| 22 | ADBE | Adobe Inc | +0.1% | +47.29% | 加碼 |
| 23 | CRM | Salesforce Inc | +0.1% | +51.88% | 加碼 |
| 24 | ABBV | Abbvie Inc | +0.1% | +15.11% | 加碼 |
| 25 | UNP | Union Pacific CORP | +0.1% | +28.63% | 加碼 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.19% | 加碼 |
| 27 | CVX | Chevron CORP | +0.1% | +32.34% | 加碼 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +13.05% | 加碼 |
| 29 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -3.26% | 加碼 |
| 30 | MA | Mastercard Inc - A | +0.1% | +20.95% | 加碼 |
| 31 | MCD | Mcdonald's CORP | +0.1% | +23.75% | 加碼 |
| 32 | LIN | Linde plc | +0.1% | +17.95% | 加碼 |
| 33 | COST | Costco Wholesale CORP | +0.1% | +24.53% | 加碼 |
| 34 | WM | Waste Management Inc | 0% | +21.33% | 加碼 |
| 35 | USIG | Ishares Broad Usd Investment | 0% | +29.91% | 加碼 |
| 36 | VTV | Vanguard Value ETF | -0.1% | +7.42% | 加碼 |
| 37 | BOCT | Innovator U.s. Equity Buffer | -0.1% | -2.00% | 加碼 |
| 38 | BJUL | Innovator U.s. Equity Buffer | -0.1% | -2.89% | 加碼 |
| 39 | BND | Vanguard Total Bond Market | -0.1% | +30.16% | 加碼 |
| 40 | PJUL | Innovator U.s. Equity Power | -0.7% | -4.27% | 減碼 |
| 41 | POCT | Innovator U.s. Equity Power | -0.7% | -1.95% | 減碼 |
| 42 | PAPR | Innovator U.s. Equity Power | -0.7% | -0.57% | 減碼 |
| 43 | PJAN | Innovator U.s. Equity Power | -0.7% | -1.95% | 減碼 |
| 44 | ZALT | Innovator US Eq 10 Buffer | -1.1% | -88.87% | 減碼 |
| 45 | GLDM | Spdr Gold Minishares Trust | -2.6% | -86.06% | 減碼 |
| 46 | QBUF | Innv Nasdaq -100 10 B - Qrt | -2.8% | -94.11% | 減碼 |
| 47 | FJUL | Ft Vest US Equity Buffer ETF | — | NEW | 新建倉 |
| 48 | TDG | Transdigm Group Inc | — | NEW | 新建倉 |
| 49 | RBUF | Invv US Sml C 10 B Etf-qrt | — | EXIT | 清倉 |
| 50 | FSEP | Ft Vest U.s. Equity Buffer E | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Motiv8 Investments LLC 在 Q3 2025 季度的美股持倉總市值約為 US$1.8億，共申報了 104 個公開持股部位。
在 Q3 2025 季度，Motiv8 Investments LLC 按市值排列的前三大核心持股分別為：SPY (4.5%)、POCT (4.0%)、PJUL (4.0%)。其中最大持股部位 SPY 佔據整體投資組合約 4.5% 的權重。
在 Q3 2025 季度中，Motiv8 Investments LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 38 個部位、減碼 8 個部位以及清倉 1 個部位。 其中最大新建倉標的為 FJUL。 本季清倉部位包含 RBUF。
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。