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
421 檔
22.6%
在 Q4 2025 申報期間，Parcion Private Wealth LLC（CIK: 0001801263）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$18.0億，共持有 421 個公開申報部位。
Q4 2025 數據顯示 Parcion Private Wealth LLC 積極進場，新開立 70 個部位並同步加碼 72 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 VIGI, DFEM, IEFA）累計市值佔比達 22.6%，是驅動 Parcion Private Wealth 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 421 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% | +0.52% | |
| 2 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 5.53% | +0.14% | +0.12% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.53% | -2.75% | +1.08% | |
| 4 | AIRR | First Trust Rba American Ind | ETF-其他 | 3.65% | +0.16% | -2.19% | |
| 5 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 3.43% | -0.82% | -0.52% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.31% | -0.45% | +2.09% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.26% | +0.33% | -4.16% | |
| 8 | COIN | Coinbase Global Inc -class A | 股票-金融 | 2.76% | -0.54% | -14.47% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.68% | +0.13% | -0.81% | |
| 10 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 2.66% | -0.29% | +1.30% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.65% | +0.09% | +1.04% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.48% | -0.14% | -2.35% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | -0.11% | -0.79% | |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 2.10% | +0.36% | -1.95% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.83% | +0.16% | -1.58% | |
| 16 | PCAR | Paccar Inc | 股票-工業 | 1.81% | -0.13% | +1.02% | |
| 17 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.65% | -0.46% | -0.78% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.37% | +1.45% | +33715.31% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.22% | +0.08% | -4.16% | |
| 20 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 1.17% | -0.09% | +2.38% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.16% | -0.04% | +1.21% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.13% | -0.10% | -2.91% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.09% | +0.10% | +5.80% | |
| 24 | LFST | Lifestance Health Group Inc | 股票-其他 | 0.90% | -0.22% | -11.01% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | +0.01% | -0.54% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 0.82% | +0.75% | -2.83% | |
| 27 | WY | Weyerhaeuser Co | 股票-房地產 | 0.82% | -0.10% | +0.10% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.72% | -0.04% | -5.21% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 0.69% | +0.12% | -2.23% | |
| 30 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.68% | -0.09% | +2.58% | |
| 31 | ETN | Eaton Corporation plc | 股票-工業 | 0.58% | +0.02% | -0.60% | |
| 32 | AMGN | Amgen Inc | 股票-醫療保健 | 0.57% | -0.04% | -3.87% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.18% | -2.52% | |
| 34 | BLK | Blackrock Inc | 股票-金融 | 0.54% | -0.05% | -0.64% | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.53% | -0.08% | -2.18% | |
| 36 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.52% | -0.08% | +0.56% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.52% | -0.04% | +3.47% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.51% | -0.02% | -0.87% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.50% | +0.01% | -4.39% | |
| 40 | LPX | Louisiana-pacific CORP | 股票-工業 | 0.50% | -0.01% | +0.15% | |
| 41 | CMI | Cummins Inc | 股票-工業 | 0.48% | +0.09% | -1.03% | |
| 42 | RMD | Resmed Inc | 股票-醫療保健 | 0.47% | -0.10% | -2.72% | |
| 43 | ETHA | Ishares Ethereum Trust ETF | ETF-其他 | 0.46% | +0.48% | — | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | -0.05% | -5.33% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.45% | -0.03% | +3.68% | |
| 46 | GRMN | Garmin Ltd. | 股票-科技 | 0.43% | -0.04% | -2.74% | |
| 47 | NXST | Nexstar Media Group Inc | 股票-通訊服務 | 0.43% | -0.05% | -1.25% | |
| 48 | LIN | Linde plc | 股票-原物料 | 0.43% | -0.03% | -3.24% | |
| 49 | BIPC | Brookfield Infrastructure-a | 股票-公用事業 | 0.42% | -0.06% | -1.10% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | -0.09% | -0.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.3% | +33715.31% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.58% | 減碼 |
| 3 | GLDM | Spdr Gold Minishares Trust | +0.3% | -0.52% | 減碼 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | +724.54% | 加碼 |
| 5 | PCAR | Paccar Inc | +0.2% | +1.02% | 加碼 |
| 6 | AAPL | Apple Inc | +0.1% | +1.04% | 加碼 |
| 7 | IAU | Ishares Gold Trust | +0.1% | -0.78% | 減碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +4.50% | 加碼 |
| 9 | LFST | Lifestance Health Group Inc | +0.1% | -11.01% | 減碼 |
| 10 | CAT | Caterpillar Inc | +0.1% | -2.23% | 減碼 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +5.80% | 加碼 |
| 12 | FCX | Freeport-mcmoran Inc | +0.1% | +5.14% | 加碼 |
| 13 | CMI | Cummins Inc | +0.1% | -1.03% | 減碼 |
| 14 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +148.54% | 加碼 |
| 15 | LLY | Eli Lilly & Co | +0.1% | +24.64% | 加碼 |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +249.20% | 加碼 |
| 17 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +1.08% | 加碼 |
| 18 | CNC | Centene CORP | +0.1% | +251.50% | 加碼 |
| 19 | CB | Chubb Limited | +0.1% | +233.21% | 加碼 |
| 20 | TEAM | Atlassian Corp-cl A | +0.1% | +447.15% | 加碼 |
| 21 | KLAC | Kla CORP | +0.1% | -2.83% | 減碼 |
| 22 | AMGN | Amgen Inc | +0.1% | -3.87% | 減碼 |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +13.11% | 加碼 |
| 24 | CTSH | Cognizant Tech Solutions-a | +0.1% | -2.24% | 減碼 |
| 25 | WMT | Walmart Inc | +0.1% | +72.97% | 加碼 |
| 26 | DFEM | Dimensional Emrg Mrkt Core | 0% | +0.12% | 加碼 |
| 27 | DBMF | Imgp Dbi Managed Futures Str | 0% | +1.30% | 加碼 |
| 28 | PCG | P G & E CORP | 0% | +108.75% | 加碼 |
| 29 | ZM | Zoom Communications Inc | 0% | +189.81% | 加碼 |
| 30 | REGN | Regeneron Pharmaceuticals | 0% | +139.47% | 加碼 |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +3.47% | 加碼 |
| 32 | MU | Micron Technology Inc | 0% | +46.84% | 加碼 |
| 33 | EIX | Edison International | 0% | +117.39% | 加碼 |
| 34 | ROST | Ross Stores Inc | 0% | +4.82% | 加碼 |
| 35 | WFC | Wells Fargo & Co | 0% | +0.69% | 加碼 |
| 36 | LMT | Lockheed Martin CORP | 0% | +44.68% | 加碼 |
| 37 | GLD | Spdr Gold Shares | 0% | +5.33% | 加碼 |
| 38 | ABNB | Airbnb Inc-class A | 0% | +126.61% | 加碼 |
| 39 | COF | Capital One Financial CORP | 0% | +60.92% | 加碼 |
| 40 | ACN | Accenture plc | 0% | +67.64% | 加碼 |
| 41 | USB | US Bancorp | 0% | +7.93% | 加碼 |
| 42 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | +112.49% | 加碼 |
| 43 | SCHC | Schwab Intl Small-cap Equity | 0% | +311.87% | 加碼 |
| 44 | MEDP | Medpace Holdings Inc | 0% | +79.42% | 加碼 |
| 45 | DG | Dollar General CORP | 0% | +108.77% | 加碼 |
| 46 | ALSN | Allison Transmission Holding | 0% | -3.05% | 減碼 |
| 47 | BIPC | Brookfield Infrastructure-a | 0% | -1.10% | 減碼 |
| 48 | TJX | Tjx Companies Inc | 0% | +0.56% | 加碼 |
| 49 | FIX | Comfort Systems USA Inc | 0% | +64.87% | 加碼 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +13.63% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Parcion Private Wealth LLC 在 Q4 2025 季度的美股持倉總市值約為 US$18.0億，共申報了 421 個公開持股部位。
在 Q4 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
ETHA
市值: US$761.4萬
本季最大獲利了結 / 清倉標的
IBTM
前期市值: US$2087.1萬
在 Q4 2025 季度中，Parcion Private Wealth LLC 共進行了 200 項持倉異動，包含新建倉 70 個部位、加碼 72 個部位、減碼 42 個部位以及清倉 16 個部位。 其中最大新建倉標的為 ETHA。 本季清倉部位包含 IBTM。
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。