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: 0002033266
申報總市值
US$2.8億
US$2.8億
320 檔
5.7%
Optimize Financial Inc. 在 Q4 2025 季度的美股部位總計估值為 US$2.8億，分散於 320 個持倉標的之中，反映其市場參與廣度與投資規模。
Optimize Financial Inc. 於 Q4 2025 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 188 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Optimize Financial Inc. 的前 5 大核心持股（包含 PAL, WBD, LITE 等）合計佔整體申報市值的 5.7%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
DNOW
市值: US$26.8萬
本季最大獲利了結 / 清倉標的
ETNBGBP
前期市值: US$70.4萬
僅顯示前 200 大持股（共 320 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 | PAL | Proficient Auto Logistics In | 股票-其他 | 1.81% | — | -18.87% | |
| 2 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 1.80% | — | +1.46% | |
| 3 | LITE | Lumentum Holdings Inc | 股票-科技 | 1.74% | -0.18% | +1.43% | |
| 4 | MU | Micron Technology Inc | 股票-科技 | 1.54% | +1.87% | +1.44% | |
| 5 | AMAT | Applied Materials Inc | 股票-科技 | 1.11% | +0.78% | +1.42% | |
| 6 | MKSI | Mks Inc | 股票-科技 | 1.08% | — | +1.45% | |
| 7 | APP | Applovin Corp-class A | 股票-科技 | 1.04% | -0.01% | +1.33% | |
| 8 | TDC | Teradata CORP | 股票-科技 | 1.02% | — | +1.46% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 1.00% | +1.57% | +1.45% | |
| 10 | TWLO | Twilio Inc - A | 股票-科技 | 0.99% | — | +1.44% | |
| 11 | KLAC | Kla CORP | 股票-科技 | 0.95% | +0.74% | +1.31% | |
| 12 | SMTC | Semtech CORP | 股票-科技 | 0.86% | — | +1.46% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | -0.20% | +1.44% | |
| 14 | SBGI | Sinclair Inc | 股票-其他 | 0.84% | -0.04% | +1.46% | |
| 15 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 0.82% | — | +1.41% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | -0.22% | +0.45% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 0.78% | -0.13% | +1.43% | |
| 18 | JBL | Jabil Inc | 股票-科技 | 0.76% | — | +1.40% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 0.76% | — | +1.43% | |
| 20 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 0.74% | -0.05% | +1.44% | |
| 21 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.74% | — | +1.25% | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.73% | — | +1.43% | |
| 23 | UCTT | Ultra Clean Holdings Inc | 股票-其他 | 0.73% | — | +1.46% | |
| 24 | ARRY | Array Technologies Inc | 股票-其他 | 0.73% | — | +1.46% | |
| 25 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.73% | -0.02% | +1.42% | |
| 26 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.72% | — | +1.42% | |
| 27 | DELL | Dell Technologies -c | 股票-科技 | 0.71% | — | +1.45% | |
| 28 | OKTA | Okta Inc | 股票-科技 | 0.67% | — | +1.45% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.67% | — | +1.11% | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.67% | — | +1.46% | |
| 31 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.66% | — | +1.43% | |
| 32 | QRVO | Qorvo Inc | 股票-科技 | 0.64% | -0.16% | +1.46% | |
| 33 | VSXY | Victoria's Secret & Co | 股票-循環性消費 | 0.63% | — | +1.46% | |
| 34 | LBRDK | Liberty Broadband-c | 股票-通訊服務 | 0.61% | — | +1.46% | |
| 35 | ARW | Arrow Electronics Inc | 股票-科技 | 0.61% | +0.12% | +1.44% | |
| 36 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.61% | — | +1.43% | |
| 37 | ROP | Roper Technologies Inc | 股票-科技 | 0.61% | — | +1.35% | |
| 38 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 0.60% | — | +1.41% | |
| 39 | NOW | Servicenow Inc | 股票-科技 | 0.59% | — | +406.87% | |
| 40 | COGT | Cogent Biosciences Inc | 股票-其他 | 0.59% | — | +1.45% | |
| 41 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 0.58% | — | +1.45% | |
| 42 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.58% | — | +1.42% | |
| 43 | PTC | Ptc Inc | 股票-科技 | 0.58% | -0.51% | +1.42% | |
| 44 | NFLX | Netflix Inc | 股票-通訊服務 | 0.58% | -0.11% | +914.32% | |
| 45 | TYL | Tyler Technologies Inc | 股票-科技 | 0.57% | — | +1.46% | |
| 46 | FFIV | F5 Inc | 股票-科技 | 0.57% | — | +1.37% | |
| 47 | MSI | Motorola Solutions Inc | 股票-科技 | 0.57% | -0.40% | +1.39% | |
| 48 | OPTU | Optimum Communications Inc-a | 股票-通訊服務 | 0.56% | — | +1.46% | |
| 49 | PENG | Penguin Solutions Inc | 股票-其他 | 0.56% | +2.85% | +1.45% | |
| 50 | VYX | Ncr Voyix CORP | 股票-科技 | 0.54% | -0.07% | +1.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | +1% | +1.43% | 加碼 |
| 2 | MU | Micron Technology Inc | +0.6% | +1.44% | 加碼 |
| 3 | WBD | Warner Bros Discovery Inc | +0.6% | +1.46% | 加碼 |
| 4 | COGT | Cogent Biosciences Inc | +0.4% | +1.45% | 加碼 |
| 5 | VSXY | Victoria's Secret & Co | +0.3% | +1.46% | 加碼 |
| 6 | TDC | Teradata CORP | +0.3% | +1.46% | 加碼 |
| 7 | TWLO | Twilio Inc - A | +0.3% | +1.44% | 加碼 |
| 8 | MKSI | Mks Inc | +0.2% | +1.45% | 加碼 |
| 9 | AMD | Advanced Micro Devices | +0.2% | +1.45% | 加碼 |
| 10 | AMAT | Applied Materials Inc | +0.2% | +1.42% | 加碼 |
| 11 | SYRE | Spyre Therapeutics Inc | +0.2% | +1.46% | 加碼 |
| 12 | VERA | Vera Therapeutics Inc | +0.2% | +1.46% | 加碼 |
| 13 | PAL | Proficient Auto Logistics In | +0.2% | -18.87% | 減碼 |
| 14 | HLF | Herbalife Ltd. | +0.1% | +1.45% | 加碼 |
| 15 | EWTX | Edgewise Therapeutics Inc | +0.1% | +1.45% | 加碼 |
| 16 | GMED | Globus Medical Inc - A | +0.1% | +1.43% | 加碼 |
| 17 | TRVI | Trevi Therapeutics Inc | +0.1% | +1.46% | 加碼 |
| 18 | DYN | Dyne Therapeutics Inc | +0.1% | +1.46% | 加碼 |
| 19 | KLAC | Kla CORP | +0.1% | +1.31% | 加碼 |
| 20 | KRYS | Krystal Biotech Inc | +0.1% | +1.42% | 加碼 |
| 21 | ANDE | Andersons Inc/the | +0.1% | +1.44% | 加碼 |
| 22 | KSS | Kohls CORP | +0.1% | +1.45% | 加碼 |
| 23 | ZIM | ZIM Integrated Shipping Services Ltd. | +0.1% | +1.45% | 加碼 |
| 24 | LLY | Eli Lilly & Co | +0.1% | +1.35% | 加碼 |
| 25 | ARRY | Array Technologies Inc | +0.1% | +1.46% | 加碼 |
| 26 | DLTR | Dollar Tree Inc | +0.1% | +1.42% | 加碼 |
| 27 | DG | Dollar General CORP | +0.1% | +1.39% | 加碼 |
| 28 | ILMN | Illumina Inc | +0.1% | +1.40% | 加碼 |
| 29 | REGN | Regeneron Pharmaceuticals | +0.1% | +1.08% | 加碼 |
| 30 | VFC | Vf CORP | +0.1% | +1.46% | 加碼 |
| 31 | HA7 | Enviri CORP | +0.1% | +1.46% | 加碼 |
| 32 | ADI | Analog Devices Inc | +0.1% | +1.43% | 加碼 |
| 33 | FIVE | Five Below | +0.1% | +1.44% | 加碼 |
| 34 | LEG | Leggett & Platt Inc | +0.1% | +1.46% | 加碼 |
| 35 | BHF | Brighthouse Financial Inc | +0.1% | +1.45% | 加碼 |
| 36 | MDGL | Madrigal Pharmaceuticals Inc | +0.1% | +1.22% | 加碼 |
| 37 | RTX | Rtx CORP | +0.1% | +25.42% | 加碼 |
| 38 | MAR | Marriott International -cl A | +0.1% | +1.42% | 加碼 |
| 39 | ISRG | Intuitive Surgical Inc | +0.1% | +1.32% | 加碼 |
| 40 | ALGN | Align Technology Inc | 0% | +1.44% | 加碼 |
| 41 | JKHY | Jack Henry & Associates Inc | 0% | +1.44% | 加碼 |
| 42 | VIK | Viking Holdings Ltd | 0% | +1.43% | 加碼 |
| 43 | PEN | Penumbra Inc | 0% | +1.33% | 加碼 |
| 44 | AER | AerCap Holdings N.V. | 0% | +1.43% | 加碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | 0% | +1.39% | 加碼 |
| 46 | CRS | Carpenter Technology | 0% | +1.33% | 加碼 |
| 47 | BMY | Bristol-myers Squibb Co | 0% | +1.42% | 加碼 |
| 48 | AEIS | Advanced Energy Industries | 0% | +1.36% | 加碼 |
| 49 | RL | Ralph Lauren CORP | 0% | +1.25% | 加碼 |
| 50 | CVNA | Carvana Co | 0% | +1.24% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Optimize Financial Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$2.8億，共申報了 320 個公開持股部位。
在 Q4 2025 季度，Optimize Financial Inc. 按市值排列的前三大核心持股分別為：PAL (1.8%)、WBD (1.8%)、LITE (1.7%)。其中最大持股部位 PAL 佔據整體投資組合約 1.8% 的權重。
在 Q4 2025 季度中，Optimize Financial Inc. 共進行了 199 項持倉異動，包含新建倉 2 個部位、加碼 188 個部位、減碼 4 個部位以及清倉 5 個部位。 其中最大新建倉標的為 DNOW。 本季清倉部位包含 ETNBGBP。
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。