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
447 檔
13.9%
在 Q4 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 447 個公開申報部位。
Portside Wealth Group, LLC 於 Q4 2025 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 29 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Portside Wealth Group, LLC 的前 5 大核心持股（包含 BIL, NVDA, MSFT 等）合計佔整體申報市值的 13.9%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 447 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.40% | -1.37% | +22.15% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.25% | +0.12% | -3.03% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.02% | -0.22% | +0.42% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.00% | +0.18% | +9.17% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.40% | -0.01% | -0.49% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.22% | -0.01% | +12.21% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.96% | +0.22% | +4.98% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.70% | +0.05% | +23.13% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.70% | -0.05% | +9.72% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.58% | +0.06% | +14.56% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.43% | -0.07% | -2.69% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.41% | -0.15% | -11.46% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.39% | +0.02% | +0.67% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 1.38% | +0.01% | +21.94% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.19% | +0.02% | -5.37% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.12% | +0.10% | -1.17% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.04% | -0.13% | +2.25% | |
| 18 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.00% | -0.14% | -19.95% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.95% | -0.05% | +17.30% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.94% | -0.08% | +2.80% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 0.89% | -0.15% | -11.46% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.87% | +0.11% | +10.63% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.82% | -0.26% | +808.04% | |
| 24 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.78% | -0.07% | +7.07% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | -0.01% | +4.50% | |
| 26 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.71% | -0.27% | +1.91% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.68% | -0.04% | -1.90% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | -0.05% | +3.21% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.66% | — | +16.21% | |
| 30 | BA | Boeing Co/the | 股票-工業 | 0.65% | -0.01% | +15.40% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.65% | -0.07% | +5.62% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.05% | +3.54% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.63% | +0.03% | +17.56% | |
| 34 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.63% | — | +36.38% | |
| 35 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.62% | -0.05% | +8.24% | |
| 36 | RTX | Rtx CORP | 股票-工業 | 0.60% | -0.05% | +0.46% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.59% | -0.07% | +6.82% | |
| 38 | PM | Philip Morris International | 股票-非循環性消費 | 0.58% | -0.02% | +0.82% | |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.57% | — | +7.55% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.55% | — | -1.50% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.21% | +3.07% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.53% | -0.07% | -52.50% | |
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.52% | -0.15% | +5.24% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.51% | -0.01% | +20.72% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.50% | -0.03% | -10.37% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | -0.05% | +6.15% | |
| 47 | MDT | Medtronic plc | 股票-醫療保健 | 0.49% | -0.08% | -2.78% | |
| 48 | NOW | Servicenow Inc | 股票-科技 | 0.49% | -0.14% | +426.08% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.49% | -0.24% | -13.90% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | +0.24% | +176.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +22.15% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +4.98% | 加碼 |
| 3 | ISRG | Intuitive Surgical Inc | +0.3% | +185.29% | 加碼 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +176.74% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +0.67% | 加碼 |
| 6 | SPEM | State Street Sp Ptf Em ETF | +0.3% | +23.13% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.3% | -5.37% | 減碼 |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +12.21% | 加碼 |
| 9 | AAPL | Apple Inc | +0.3% | +14.56% | 加碼 |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +9.17% | 加碼 |
| 11 | TSLA | Tesla Inc | +0.2% | +21.94% | 加碼 |
| 12 | HGER | Harbor Commodity All Weather | +0.2% | +136.32% | 加碼 |
| 13 | CRM | Salesforce Inc | +0.2% | +89.50% | 加碼 |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +9.72% | 加碼 |
| 15 | BBJP | Jpmorgan Betabuilders Japan | +0.2% | +36.38% | 加碼 |
| 16 | C | Citigroup Inc | +0.2% | +53.47% | 加碼 |
| 17 | VUG | Vanguard Growth ETF | +0.1% | +169.25% | 加碼 |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +17.30% | 加碼 |
| 19 | INDA | Ishares Msci India ETF | +0.1% | +57.72% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +2.80% | 加碼 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +17.56% | 加碼 |
| 22 | VXUS | Vanguard Total Intl Stock | +0.1% | +20.72% | 加碼 |
| 23 | MSTR | Strategy Inc | +0.1% | +389.30% | 加碼 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +3.21% | 加碼 |
| 25 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +16.21% | 加碼 |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +10.63% | 加碼 |
| 27 | BA | Boeing Co/the | +0.1% | +15.40% | 加碼 |
| 28 | AMZN | Amazon.com Inc | +0.1% | -0.49% | 減碼 |
| 29 | GLD | Spdr Gold Shares | -0.1% | -74.59% | 減碼 |
| 30 | PAYC | Paycom Software Inc | -0.1% | -18.88% | 減碼 |
| 31 | CSGP | Costar Group Inc | -0.1% | -20.18% | 減碼 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | -27.04% | 減碼 |
| 33 | AON | Aon plc | -0.1% | -21.21% | 減碼 |
| 34 | OLLI | Ollie's Bargain Outlet Holdi | -0.1% | -38.69% | 減碼 |
| 35 | META | Meta Platforms Inc-class A | -0.1% | +2.25% | 加碼 |
| 36 | HD | Home Depot Inc | -0.1% | -13.35% | 減碼 |
| 37 | MA | Mastercard Inc - A | -0.1% | -11.46% | 減碼 |
| 38 | SHOP | Shopify Inc - Class A | -0.2% | -19.95% | 減碼 |
| 39 | ZTS | Zoetis Inc | -0.2% | -20.03% | 減碼 |
| 40 | VT | Vanguard Tot World Stk ETF | -0.2% | -45.48% | 減碼 |
| 41 | WDAY | Workday Inc-class A | -0.2% | -75.42% | 減碼 |
| 42 | ABT | Abbott Laboratories | -0.3% | -41.79% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.3% | +0.42% | 加碼 |
| 44 | NFLX | Netflix Inc | -0.4% | +808.04% | 加碼 |
| 45 | GLDM | Spdr Gold Minishares Trust | -0.5% | -52.50% | 減碼 |
| 46 | ORCL | Oracle CORP | -0.9% | -11.46% | 減碼 |
| 47 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
| 48 | UL | Unilever PLC | — | EXIT | 清倉 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建倉 |
| 50 | RBIL | US Treasury Ultra Short Tips | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Portside Wealth Group, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$8.6億，共申報了 447 個公開持股部位。
在 Q4 2025 季度，Portside Wealth Group, LLC 按市值排列的前三大核心持股分別為：BIL (4.4%)、NVDA (3.3%)、MSFT (3.0%)。其中最大持股部位 BIL 佔據整體投資組合約 4.4% 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
UL
市值: US$277.2萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$270.4萬
在 Q4 2025 季度中，Portside Wealth Group, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 29 個部位、減碼 17 個部位以及清倉 2 個部位。 其中最大新建倉標的為 UL。 本季清倉部位包含 UL。
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。