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: 0001801263
申報總市值
US$18.0億
US$18.0億
356 檔
23.4%
Q3 2025 季度申報顯示，Parcion Private Wealth LLC 揭露的美股組合總市值為 US$18.0億，涵蓋 356 個不同之權益投資部位。
在 Q3 2025，Parcion Private Wealth LLC 操作展現出積極擴展與加碼意向。本季共新建倉 67 個新部位，並對 79 個既有持股進行加碼（合計增持 146 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 VIGI, DFEM, IEFA）占據了總市值的 23.4%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 356 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 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 6.62% | -0.01% | +0.09% | |
| 2 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 5.49% | +0.14% | -1.14% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.47% | -2.75% | +78.38% | |
| 4 | COIN | Coinbase Global Inc -class A | 股票-金融 | 4.93% | -0.54% | +0.04% | |
| 5 | AIRR | First Trust Rba American Ind | ETF-其他 | 3.76% | +0.16% | -4.72% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.41% | +0.33% | -8.32% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.30% | -0.45% | +133.35% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 3.17% | -0.82% | +0.31% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.77% | +0.13% | +5.93% | |
| 10 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 2.62% | -0.29% | — | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.55% | -0.14% | -34.00% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.52% | +0.09% | +0.45% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | -0.11% | +2.63% | |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 2.25% | +0.36% | -0.74% | |
| 15 | PCAR | Paccar Inc | 股票-工業 | 1.65% | -0.13% | +0.35% | |
| 16 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.53% | -0.46% | -1.01% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.48% | +0.16% | +1.18% | |
| 18 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-其他 | 1.30% | -1.27% | EXIT | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.25% | +0.08% | -1.57% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.19% | -0.04% | +0.21% | |
| 21 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 1.18% | -0.09% | +20.40% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.18% | -0.10% | — | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.12% | -0.04% | -2.98% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.01% | +0.10% | +7.48% | |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.89% | -0.09% | -0.18% | |
| 26 | WY | Weyerhaeuser Co | 股票-房地產 | 0.88% | -0.10% | +0.04% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | +0.01% | +2.62% | |
| 28 | LFST | Lifestance Health Group Inc | 股票-其他 | 0.81% | -0.22% | +0.06% | |
| 29 | KLAC | Kla CORP | 股票-科技 | 0.77% | +0.75% | -0.98% | |
| 30 | ETN | Eaton Corporation plc | 股票-工業 | 0.70% | +0.02% | +0.93% | |
| 31 | BLK | Blackrock Inc | 股票-金融 | 0.61% | -0.05% | +0.72% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.60% | +0.12% | +0.57% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.59% | -0.08% | -0.97% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.58% | -0.18% | +0.48% | |
| 35 | LPX | Louisiana-pacific CORP | 股票-工業 | 0.57% | -0.01% | -0.14% | |
| 36 | RMD | Resmed Inc | 股票-醫療保健 | 0.56% | -0.10% | -1.46% | |
| 37 | GRMN | Garmin Ltd. | 股票-科技 | 0.55% | -0.04% | -0.71% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.05% | +1.48% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.53% | +0.01% | -11.42% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 0.52% | -0.04% | -6.98% | |
| 41 | LIN | Linde plc | 股票-原物料 | 0.51% | -0.03% | +1.03% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.50% | -0.02% | -1.26% | |
| 43 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.50% | -0.08% | +1.04% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.49% | -0.04% | -8.63% | |
| 45 | CRH | CRH plc | 股票-原物料 | 0.47% | -0.03% | +1.09% | |
| 46 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.45% | -0.03% | +1.36% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.44% | +0.01% | +2.58% | |
| 48 | NXST | Nexstar Media Group Inc | 股票-通訊服務 | 0.44% | -0.05% | -1.37% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | -0.09% | -1.05% | |
| 50 | CMI | Cummins Inc | 股票-工業 | 0.41% | +0.09% | +0.18% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +2.1% | +78.38% | 加碼 |
| 2 | COIN | Coinbase Global Inc -class A | +1.6% | +0.04% | 加碼 |
| 3 | AIRR | First Trust Rba American Ind | +1.4% | -4.72% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.8% | +5.93% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.7% | +1.18% | 加碼 |
| 6 | ETN | Eaton Corporation plc | +0.6% | +0.93% | 加碼 |
| 7 | AMGN | Amgen Inc | +0.5% | -6.98% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.4% | -1.57% | 減碼 |
| 9 | ORCL | Oracle CORP | +0.4% | -2.98% | 減碼 |
| 10 | EEM | Ishares Msci Emerging Market | +0.4% | -11.42% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.2% | +2.63% | 加碼 |
| 12 | TSLA | Tesla Inc | +0.1% | +24.02% | 加碼 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +11.91% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +11.84% | 加碼 |
| 15 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | -0.18% | 加碼 |
| 16 | CAT | Caterpillar Inc | +0.1% | +0.57% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +25.38% | 加碼 |
| 18 | RBLX | Roblox CORP -class A | +0.1% | +19.22% | 加碼 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | 0% | -8.32% | 加碼 |
| 20 | SNX | TD Synnex CORP | 0% | +0.45% | 加碼 |
| 21 | APP | Applovin Corp-class A | 0% | +7.81% | 加碼 |
| 22 | INTC | Intel CORP | 0% | +4.23% | 加碼 |
| 23 | PEP | Pepsico Inc | 0% | +101.90% | 加碼 |
| 24 | VRT | Vertiv Holdings Co-a | 0% | -8.33% | 加碼 |
| 25 | WMT | Walmart Inc | 0% | +127.54% | 加碼 |
| 26 | GEV | GE Vernova Inc | 0% | +34.22% | 加碼 |
| 27 | CRH | CRH plc | 0% | +1.09% | 減碼 |
| 28 | GE | General Electric | 0% | +14.48% | 加碼 |
| 29 | ANET | Arista Networks Inc | 0% | +10.42% | 減碼 |
| 30 | GD | General Dynamics CORP | 0% | +28.01% | 加碼 |
| 31 | TLN | Talen Energy CORP | 0% | +7.67% | 加碼 |
| 32 | APH | Amphenol Corp-cl A | 0% | +9.09% | 加碼 |
| 33 | EXPE | Expedia Group Inc | 0% | +37.52% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | 0% | +2.62% | 加碼 |
| 35 | MPC | Marathon Petroleum CORP | 0% | +0.14% | 加碼 |
| 36 | CMI | Cummins Inc | 0% | +0.18% | 減碼 |
| 37 | QGRO | American Century US Quality | 0% | +4.05% | 加碼 |
| 38 | NFLX | Netflix Inc | 0% | +6.45% | 加碼 |
| 39 | FLEX | Flex Ltd. | 0% | +0.22% | 加碼 |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 0% | +14.35% | 加碼 |
| 41 | DELL | Dell Technologies -c | 0% | +2.71% | 加碼 |
| 42 | SNOW | Snowflake Inc | 0% | +7.71% | 加碼 |
| 43 | INTU | Intuit Inc | 0% | +27.65% | 加碼 |
| 44 | ADT | Adt Inc | 0% | +163.33% | 加碼 |
| 45 | BAC | Bank Of America CORP | — | +5.12% | 加碼 |
| 46 | BAND | Bandwidth Inc-class A | — | -0.05% | 加碼 |
| 47 | IEMG | Ishares Core Msci Emerging | — | +7.00% | 加碼 |
| 48 | IVV | Ishares Core S&p 500 ETF | — | -99.71% | 加碼 |
| 49 | BA | Boeing Co/the | — | +0.36% | 加碼 |
| 50 | PSX | Phillips 66 | — | +13.65% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Parcion Private Wealth LLC 在 Q3 2025 季度的美股持倉總市值約為 US$18.0億，共申報了 356 個公開持股部位。
在 Q3 2025 季度，Parcion Private Wealth LLC 按市值排列的前三大核心持股分別為：VIGI (6.6%)、DFEM (5.5%)、IEFA (5.5%)。其中最大持股部位 VIGI 佔據整體投資組合約 6.6% 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
MUB
市值: US$5293.6萬
本季最大獲利了結 / 清倉標的
JMBS
前期市值: US$3348.0萬
在 Q3 2025 季度中，Parcion Private Wealth LLC 共進行了 200 項持倉異動，包含新建倉 67 個部位、加碼 79 個部位、減碼 36 個部位以及清倉 18 個部位。 其中最大新建倉標的為 MUB。 本季清倉部位包含 JMBS。
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。