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: 0002056976
申報總市值
US$2.2億
US$2.2億
116 檔
32.8%
Pacific Point Advisors, LLC 在 Q2 2025 季度的美股部位總計估值為 US$2.2億，分散於 116 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 Pacific Point Advisors, LLC 積極進場，新開立 9 個部位並同步加碼 17 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 BIL, CHRW, TSLA）累計市值佔比達 32.8%，是驅動 Pacific Point Advisors, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 16.18% | -1.19% | -13.46% | |
| 2 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 14.14% | — | — | |
| 3 | TSLA | Tesla Inc | 股票-循環性消費 | 3.33% | — | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.98% | -0.36% | +0.37% | |
| 5 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.33% | -0.80% | — | |
| 6 | INTU | Intuit Inc | 股票-科技 | 2.32% | -1.03% | -1.34% | |
| 7 | HUBB | Hubbell Inc | 股票-工業 | 1.79% | -0.16% | -27.67% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.65% | -0.08% | -0.74% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.60% | +0.05% | +3.12% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.35% | -0.11% | -7.63% | |
| 11 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.31% | -0.88% | -0.15% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.29% | -0.19% | +2.04% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.15% | -0.26% | +1416.30% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.14% | +0.86% | +64.59% | |
| 15 | ANET | Arista Networks Inc | 股票-科技 | 1.10% | +0.04% | +4.68% | |
| 16 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.06% | -0.27% | +5.18% | |
| 17 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.04% | -0.38% | — | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 0.97% | +0.17% | +4.74% | |
| 19 | COR | Cencora Inc | 股票-醫療保健 | 0.96% | -0.29% | +4.57% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.96% | — | — | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 0.93% | -0.23% | +1.47% | |
| 22 | ROL | Rollins Inc | 股票-循環性消費 | 0.92% | -0.37% | +4.78% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | +0.45% | +77.52% | |
| 24 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.88% | -0.86% | EXIT | |
| 25 | AZO | Autozone Inc | 股票-循環性消費 | 0.88% | -0.57% | EXIT | |
| 26 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.87% | -0.11% | +29.99% | |
| 27 | RMD | Resmed Inc | 股票-醫療保健 | 0.87% | -0.05% | +5.80% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 0.85% | -0.26% | +5.38% | |
| 29 | WMT | Walmart Inc | 股票-非循環性消費 | 0.84% | -0.31% | +1.52% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.84% | +0.25% | — | |
| 31 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.84% | -0.31% | +5.10% | |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.83% | -0.52% | EXIT | |
| 33 | PAYX | Paychex Inc | 股票-科技 | 0.82% | -0.49% | EXIT | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.82% | -0.10% | — | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.81% | — | +2.69% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | -0.32% | +3.31% | |
| 37 | FDS | Factset Research Systems Inc | 股票-金融 | 0.78% | -0.40% | EXIT | |
| 38 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.78% | -0.42% | +6.05% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.75% | +0.14% | -1.91% | |
| 40 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.73% | -0.39% | +7.27% | |
| 41 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.73% | -0.31% | +5.71% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.71% | +0.02% | -1.64% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.67% | -0.09% | — | |
| 44 | FISV | Fiserv Inc | 股票-其他 | 0.67% | — | +6.46% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.66% | — | +7.26% | |
| 46 | CLX | Clorox Company | 股票-非循環性消費 | 0.63% | -0.53% | EXIT | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | +0.33% | — | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | +0.31% | +75.00% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.56% | -0.19% | — | |
| 50 | CORZ | Core Scientific Inc | 股票-科技 | 0.56% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +1% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +0.7% | +64.59% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.7% | +0.37% | 加碼 |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | +0.6% | NEW | 新建倉 |
| 5 | CORZ | Core Scientific Inc | +0.6% | NEW | 新建倉 |
| 6 | TSLA | Tesla Inc | +0.6% | — | 不變 |
| 7 | META | Meta Platforms Inc-class A | +0.5% | +77.52% | 加碼 |
| 8 | INTU | Intuit Inc | +0.4% | -1.34% | 減碼 |
| 9 | BE | Bloom Energy Corp- A | +0.4% | NEW | 新建倉 |
| 10 | NVDA | Nvidia CORP | +0.4% | +75.00% | 加碼 |
| 11 | RH | Rh | +0.3% | NEW | 新建倉 |
| 12 | ANET | Arista Networks Inc | +0.3% | +4.68% | 加碼 |
| 13 | ALAB | Astera Labs Inc | +0.3% | +42.86% | 加碼 |
| 14 | IDXX | Idexx Laboratories Inc | +0.3% | +5.18% | 加碼 |
| 15 | AMD | Advanced Micro Devices | +0.2% | +33.32% | 加碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | +3.12% | 加碼 |
| 17 | ASML | ASML Holding N.V. | +0.2% | +4.74% | 加碼 |
| 18 | COIN | Coinbase Global Inc -class A | +0.2% | — | 不變 |
| 19 | DNUT | Krispy Kreme Inc | +0.2% | NEW | 新建倉 |
| 20 | AXON | Axon Enterprise Inc | +0.2% | — | 不變 |
| 21 | RMD | Resmed Inc | +0.1% | +5.80% | 加碼 |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | 不變 |
| 23 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 24 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | 新建倉 |
| 25 | RTX | Rtx CORP | +0.1% | NEW | 新建倉 |
| 26 | COR | Cencora Inc | +0.1% | +4.57% | 加碼 |
| 27 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +22.08% | 加碼 |
| 28 | IAU | Ishares Gold Trust | +0.1% | — | 不變 |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不變 |
| 30 | WMT | Walmart Inc | +0.1% | +1.52% | 加碼 |
| 31 | BILS | Ss Spdrb B 3-12m T-bill ETF | -0.1% | -16.20% | 減碼 |
| 32 | NSA | National Storage Affiliates | -0.1% | EXIT | 清倉 |
| 33 | CLX | Clorox Company | -0.1% | +2.75% | 加碼 |
| 34 | FISV | Fiserv Inc | -0.2% | +6.46% | 加碼 |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -7.63% | 減碼 |
| 36 | MRVL | Marvell Technology Inc | -0.2% | EXIT | 清倉 |
| 37 | AAPL | Apple Inc | -0.2% | -0.74% | 減碼 |
| 38 | GOOG | Alphabet Inc. | -0.2% | EXIT | 清倉 |
| 39 | PEP | Pepsico Inc | -0.2% | -0.15% | 減碼 |
| 40 | SCHA | Schwab US Small-cap ETF | -0.3% | EXIT | 清倉 |
| 41 | HUBB | Hubbell Inc | -0.3% | -27.67% | 減碼 |
| 42 | UNH | Unitedhealth Group Inc | -0.3% | +29.99% | 加碼 |
| 43 | APP | Applovin Corp-class A | -0.3% | EXIT | 清倉 |
| 44 | KWEB | Kranesh Csi China Internet | -0.3% | EXIT | 清倉 |
| 45 | QID | Proshares Ultrashort Qqq | -0.3% | EXIT | 清倉 |
| 46 | CCS | Century Communities Inc | -0.3% | -55.30% | 減碼 |
| 47 | DELL | Dell Technologies -c | -0.4% | EXIT | 清倉 |
| 48 | TLTW | Ishares 20+ Bond Buywrite | -1.2% | EXIT | 清倉 |
| 49 | CHRW | C.h. Robinson Worldwide Inc | -1.3% | — | 不變 |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -3% | -13.46% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Pacific Point Advisors, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$2.2億，共申報了 116 個公開持股部位。
在 Q2 2025 季度，Pacific Point Advisors, LLC 按市值排列的前三大核心持股分別為：BIL (16.2%)、CHRW (14.1%)、TSLA (3.3%)。其中最大持股部位 BIL 佔據整體投資組合約 16.2% 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
TLT
市值: US$176.5萬
本季最大獲利了結 / 清倉標的
TLTW
前期市值: US$208.2萬
在 Q2 2025 季度中，Pacific Point Advisors, LLC 共進行了 43 項持倉異動，包含新建倉 9 個部位、加碼 17 個部位、減碼 8 個部位以及清倉 9 個部位。 其中最大新建倉標的為 TLT。 本季清倉部位包含 TLTW。
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。