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: 0001978608
申報總市值
US$8.6億
US$8.6億
419 檔
9.8%
在 Q1 2025 申報期間，Portside Wealth Group, LLC（CIK: 0001978608）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$8.6億，共持有 419 個公開申報部位。
Q1 2025 數據顯示 Portside Wealth Group, LLC 積極進場，新開立 6 個部位並同步加碼 24 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 JPST, AMZN, MSFT）累計市值佔比達 9.8%，是驅動 Portside Wealth Group, 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 419 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.36% | -0.02% | +5.16% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.05% | -0.01% | +0.98% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.74% | -0.22% | +2.41% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.49% | +0.18% | +6.67% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | -0.07% | +0.44% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.91% | +0.06% | -18.19% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.69% | -0.01% | +6.79% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 1.56% | -0.15% | +10.23% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.50% | +0.12% | +13.80% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.36% | -0.05% | +7.10% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.27% | +0.02% | +37.00% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.25% | -0.15% | -2.24% | |
| 13 | NFLX | Netflix Inc | 股票-通訊服務 | 1.18% | -0.26% | -26.27% | |
| 14 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.10% | -0.14% | -2.96% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.04% | -0.07% | +5.86% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.02% | +0.02% | -20.37% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.01% | +0.22% | +0.73% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.98% | -0.02% | -2.43% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.96% | -1.37% | -3.72% | |
| 20 | PM | Philip Morris International | 股票-非循環性消費 | 0.95% | -0.02% | -0.87% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.94% | -0.01% | +71.93% | |
| 22 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.90% | -0.26% | EXIT | |
| 23 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.90% | -0.27% | +56.37% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.86% | -0.02% | +0.20% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.84% | -0.13% | +15.39% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.83% | +0.03% | +7.30% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.81% | +0.05% | +24.95% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.80% | -0.08% | +96.83% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 0.80% | -0.04% | -1.82% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | -0.05% | +7.27% | |
| 31 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.79% | -0.07% | +4.26% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.78% | -0.24% | -0.57% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.74% | -0.07% | -3.99% | |
| 34 | AON | Aon plc | 股票-金融 | 0.72% | -0.18% | EXIT | |
| 35 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.71% | +0.04% | +7.14% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.68% | -0.05% | -11.40% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.01% | -1.57% | |
| 38 | MSCI | Msci Inc | 股票-金融 | 0.66% | -0.07% | -1.79% | |
| 39 | RTX | Rtx CORP | 股票-工業 | 0.66% | -0.05% | -23.40% | |
| 40 | TSLA | Tesla Inc | 股票-循環性消費 | 0.66% | +0.01% | +2.05% | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.65% | +0.11% | +7.87% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.62% | — | +19.63% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.62% | -0.21% | +17.86% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.62% | — | +8.63% | |
| 45 | MDT | Medtronic plc | 股票-醫療保健 | 0.60% | -0.08% | -28.84% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.60% | -0.04% | -9.54% | |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.59% | — | +6.63% | |
| 48 | NOW | Servicenow Inc | 股票-科技 | 0.58% | -0.14% | -37.63% | |
| 49 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.58% | -0.05% | -3.26% | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.58% | -0.03% | +141.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AON | Aon plc | +0.6% | +530.63% | 加碼 |
| 2 | JNJ | Johnson & Johnson | +0.4% | +96.83% | 加碼 |
| 3 | TIP | Ishares Tips Bond ETF | +0.4% | +71.93% | 加碼 |
| 4 | LLY | Eli Lilly & Co | +0.4% | +37.00% | 加碼 |
| 5 | VZ | Verizon Communications Inc | +0.4% | +56.37% | 加碼 |
| 6 | SBUX | Starbucks CORP | +0.4% | +141.09% | 加碼 |
| 7 | PM | Philip Morris International | +0.2% | -0.87% | 減碼 |
| 8 | V | Visa Inc-class A Shares | +0.2% | +0.44% | 加碼 |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +6.79% | 加碼 |
| 10 | ZTS | Zoetis Inc | +0.2% | +24.68% | 加碼 |
| 11 | ABBV | Abbvie Inc | +0.2% | +19.63% | 加碼 |
| 12 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +24.95% | 加碼 |
| 13 | VXUS | Vanguard Total Intl Stock | +0.2% | +70.31% | 加碼 |
| 14 | MDLZ | Mondelez International Inc-a | +0.2% | +66.97% | 加碼 |
| 15 | CVX | Chevron CORP | +0.2% | +17.86% | 加碼 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +7.27% | 加碼 |
| 17 | SHEL | Shell Plc-adr | +0.1% | +29.86% | 加碼 |
| 18 | CVS | Cvs Health CORP | +0.1% | +14.72% | 加碼 |
| 19 | JPST | Jpmorgan Ultra-short Income | +0.1% | +5.16% | 加碼 |
| 20 | ABT | Abbott Laboratories | +0.1% | -2.43% | 減碼 |
| 21 | WMT | Walmart Inc | -0.1% | -33.61% | 減碼 |
| 22 | ADBE | Adobe Inc | -0.2% | -1.82% | 減碼 |
| 23 | AAON | Aaon Inc | -0.2% | -25.23% | 減碼 |
| 24 | ORCL | Oracle CORP | -0.2% | +10.23% | 加碼 |
| 25 | MDT | Medtronic plc | -0.2% | -28.84% | 減碼 |
| 26 | NVDA | Nvidia CORP | -0.2% | +13.80% | 加碼 |
| 27 | SHOP | Shopify Inc - Class A | -0.2% | -2.96% | 減碼 |
| 28 | IBM | Intl Business Machines CORP | -0.2% | -49.86% | 減碼 |
| 29 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.73% | 加碼 |
| 30 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -17.01% | 減碼 |
| 31 | MSFT | Microsoft CORP | -0.3% | +2.41% | 加碼 |
| 32 | VIG | Vanguard Dividend Apprec ETF | -0.4% | -68.62% | 減碼 |
| 33 | TSLA | Tesla Inc | -0.4% | +2.05% | 加碼 |
| 34 | NFLX | Netflix Inc | -0.4% | -26.27% | 減碼 |
| 35 | AMZN | Amazon.com Inc | -0.5% | +0.98% | 加碼 |
| 36 | GOOG | Alphabet Inc-cl C | -0.6% | -20.37% | 減碼 |
| 37 | NOW | Servicenow Inc | -0.7% | -37.63% | 減碼 |
| 38 | AAPL | Apple Inc | -0.8% | -18.19% | 減碼 |
| 39 | IVVB | Ishares Large Cap Deep Quart | — | NEW | 新建倉 |
| 40 | SHLD | Global X Defense Tech ETF | — | EXIT | 清倉 |
| 41 | INDA | Ishares Msci India ETF | — | EXIT | 清倉 |
| 42 | QUAL | Ishares Msci USA Quality Fac | — | EXIT | 清倉 |
| 43 | UNP | Union Pacific CORP | — | NEW | 新建倉 |
| 44 | SCHW | Schwab (charles) CORP | — | NEW | 新建倉 |
| 45 | ETR | Entergy CORP | — | EXIT | 清倉 |
| 46 | USDU | Wisdomtree Bbg Usd Bullish | — | EXIT | 清倉 |
| 47 | AZPN1USD | Aspen Technology Inc | — | EXIT | 清倉 |
| 48 | CMDT | Pimco Commodity Active Strat | — | NEW | 新建倉 |
| 49 | APPF | Appfolio Inc - A | — | NEW | 新建倉 |
| 50 | RBIL | US Treasury Ultra Short Tips | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Portside Wealth Group, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$8.6億，共申報了 419 個公開持股部位。
在 Q1 2025 季度，Portside Wealth Group, LLC 按市值排列的前三大核心持股分別為：JPST (3.4%)、AMZN (3.0%)、MSFT (2.7%)。其中最大持股部位 JPST 佔據整體投資組合約 3.4% 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
IVVB
市值: US$253.4萬
本季最大獲利了結 / 清倉標的
SHLD
前期市值: US$159.2萬
在 Q1 2025 季度中，Portside Wealth Group, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 24 個部位、減碼 14 個部位以及清倉 6 個部位。 其中最大新建倉標的為 IVVB。 本季清倉部位包含 SHLD。
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。