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: 0001080132
申報總市值
US$2.7億
US$2.7億
93 檔
16.7%
Peloton Wealth Strategists 在 Q3 2025 季度的美股部位總計估值為 US$2.7億，分散於 93 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q3 2025 申報觀察，Peloton Wealth Strategists 採取防禦導向的調倉策略，本季減碼 20 檔個股並出清 10 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Peloton Wealth Strategists 的前 5 大核心持股（包含 GOOGL, IBDT, AMZN 等）合計佔整體申報市值的 16.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.05% | +0.68% | -2.04% | |
| 2 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 3.66% | -0.25% | +0.51% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.45% | +0.15% | -1.66% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 3.36% | -0.21% | -3.53% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.27% | -0.21% | -1.61% | |
| 6 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 3.25% | -0.22% | -0.09% | |
| 7 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 3.16% | -0.23% | +0.22% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.06% | +0.01% | -0.86% | |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.91% | -0.28% | +1.27% | |
| 10 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 2.77% | — | -3.20% | |
| 11 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 2.58% | -0.14% | +2.51% | |
| 12 | RTX | Rtx CORP | 股票-工業 | 2.38% | -0.45% | -17.04% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.33% | -0.14% | -2.20% | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 2.22% | -0.61% | -2.65% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.07% | +0.15% | -5.52% | |
| 16 | CMI | Cummins Inc | 股票-工業 | 2.00% | +0.40% | -1.71% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 1.84% | -0.42% | -8.41% | |
| 18 | EMR | Emerson Electric Co | 股票-工業 | 1.75% | -0.03% | -4.29% | |
| 19 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 1.69% | -0.07% | -0.24% | |
| 20 | UBER | Uber Technologies Inc | 股票-工業 | 1.69% | — | +9.35% | |
| 21 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 1.68% | +0.05% | +1.00% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.64% | +0.16% | -4.76% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.46% | — | -7.30% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.35% | -0.19% | — | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 1.28% | -0.11% | +0.41% | |
| 26 | C | Citigroup Inc | 股票-金融 | 1.25% | +0.19% | -3.83% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.23% | +0.05% | -1.13% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.22% | -0.47% | — | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.21% | +0.05% | -3.37% | |
| 30 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.19% | -0.04% | +1.32% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 1.15% | -0.80% | EXIT | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.15% | -0.21% | -0.48% | |
| 33 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.08% | +0.19% | -6.87% | |
| 34 | COF | Capital One Financial CORP | 股票-金融 | 1.03% | +0.33% | +2.71% | |
| 35 | BBY | Best Buy Co Inc | 股票-循環性消費 | 1.00% | — | — | |
| 36 | TFC | Truist Financial CORP | 股票-金融 | 0.99% | — | -3.51% | |
| 37 | YETI | Yeti Holdings Inc | 股票-循環性消費 | 0.96% | — | -6.90% | |
| 38 | TGT | Target CORP | 股票-循環性消費 | 0.94% | -0.05% | +4.13% | |
| 39 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.92% | — | -3.79% | |
| 40 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | 債券 | 0.89% | +0.64% | +24.88% | |
| 41 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.88% | — | -2.06% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.82% | — | -4.90% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.80% | +0.28% | +39.54% | |
| 44 | HON | Honeywell International Inc | 股票-工業 | 0.80% | -0.87% | EXIT | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.79% | — | -4.79% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | — | +0.05% | |
| 47 | SPGI | S&p Global Inc | 股票-金融 | 0.78% | -0.28% | -7.16% | |
| 48 | NBIX | Neurocrine Biosciences Inc | 股票-醫療保健 | 0.76% | +0.19% | -7.38% | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.75% | -0.04% | -1.01% | |
| 50 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.74% | — | -5.09% |
| # | 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 | +1.1% | -2.04% | 減碼 |
| 2 | UBER | Uber Technologies Inc | +0.7% | +9.35% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.7% | -1.61% | 減碼 |
| 4 | C | Citigroup Inc | +0.6% | -3.83% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.5% | -0.86% | 減碼 |
| 6 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +39.54% | 加碼 |
| 7 | GS | Goldman Sachs Group Inc | +0.4% | -5.52% | 減碼 |
| 8 | CMI | Cummins Inc | +0.4% | -1.71% | 減碼 |
| 9 | SLB | Slb LTD | +0.4% | +64.29% | 加碼 |
| 10 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | +0.4% | +24.88% | 加碼 |
| 11 | IDXX | Idexx Laboratories Inc | +0.3% | -5.59% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.3% | -8.41% | 減碼 |
| 13 | COF | Capital One Financial CORP | +0.2% | +2.71% | 加碼 |
| 14 | OEF | Ishares S&p 100 ETF | +0.2% | -4.76% | 減碼 |
| 15 | AMZN | Amazon.com Inc | +0.2% | -1.66% | 減碼 |
| 16 | NVDA | Nvidia CORP | +0.2% | -3.10% | 減碼 |
| 17 | EMR | Emerson Electric Co | +0.1% | -4.29% | 減碼 |
| 18 | VEEV | Veeva Systems Inc-class A | +0.1% | -3.79% | 減碼 |
| 19 | TGT | Target CORP | +0.1% | +4.13% | 加碼 |
| 20 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +2.51% | 加碼 |
| 21 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +0.44% | 加碼 |
| 22 | IWN | Ishares Russell 2000 Value E | +0.1% | -5.09% | 加碼 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | — | 不變 |
| 24 | TPL | Texas Pacific Land CORP | -0.2% | -5.79% | 減碼 |
| 25 | SBUX | Starbucks CORP | -0.2% | -1.56% | 減碼 |
| 26 | AMGN | Amgen Inc | -0.2% | +0.41% | 加碼 |
| 27 | TREX | Trex Company Inc | -0.3% | -8.34% | 減碼 |
| 28 | TMO | Thermo Fisher Scientific Inc | -0.3% | -2.20% | 減碼 |
| 29 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.3% | -3.20% | 減碼 |
| 30 | CMG | Chipotle Mexican Grill Inc | -0.4% | -2.06% | 減碼 |
| 31 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | -3.37% | 減碼 |
| 32 | CRM | Salesforce Inc | -0.4% | -2.65% | 加碼 |
| 33 | HON | Honeywell International Inc | -0.4% | -29.62% | 減碼 |
| 34 | UNH | Unitedhealth Group Inc | -0.8% | -7.30% | 加碼 |
| 35 | LULU | Lululemon Athletica Inc | -1% | -38.16% | 減碼 |
| 36 | ABNB | Airbnb Inc-class A | — | NEW | 新建倉 |
| 37 | VRT | Vertiv Holdings Co-a | — | NEW | 新建倉 |
| 38 | ✓ | On Holding AG | — | EXIT | 清倉 |
| 39 | EXEL | Exelixis Inc | — | EXIT | 清倉 |
| 40 | KNSL | Kinsale Capital Group Inc | — | NEW | 新建倉 |
| 41 | MANH | Manhattan Associates Inc | — | NEW | 新建倉 |
| 42 | KEYS | Keysight Technologies In | — | EXIT | 清倉 |
| 43 | DVN | Devon Energy CORP | — | EXIT | 清倉 |
| 44 | FANG | Diamondback Energy Inc | — | EXIT | 清倉 |
| 45 | EG | Everest Group, Ltd. | — | EXIT | 清倉 |
| 46 | ISRG | Intuitive Surgical Inc | — | NEW | 新建倉 |
| 47 | ELF | Elf Beauty Inc | — | EXIT | 清倉 |
| 48 | FTNT | Fortinet Inc | — | EXIT | 清倉 |
| 49 | JNJ | Johnson & Johnson | — | EXIT | 清倉 |
| 50 | TECH | Bio-techne CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Peloton Wealth Strategists 在 Q3 2025 季度的美股持倉總市值約為 US$2.7億，共申報了 93 個公開持股部位。
在 Q3 2025 季度，Peloton Wealth Strategists 按市值排列的前三大核心持股分別為：GOOGL (4.0%)、IBDT (3.7%)、AMZN (3.5%)。其中最大持股部位 GOOGL 佔據整體投資組合約 4.0% 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
ABNB
市值: US$156.6萬
本季最大獲利了結 / 清倉標的
ON HOLDING AG
前期市值: US$117.7萬
在 Q3 2025 季度中，Peloton Wealth Strategists 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 14 個部位、減碼 20 個部位以及清倉 10 個部位。 其中最大新建倉標的為 ABNB。 本季清倉部位包含 ON HOLDING AG。
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。