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: 0001654175
申報總市值
US$27.9億
US$27.9億
389 檔
16.2%
在 Q1 2025 申報期間，Proficio Capital Partners LLC（CIK: 0001654175）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$27.9億，共持有 389 個公開申報部位。
Proficio Capital Partners LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 89 檔股票的新建倉與 60 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。
從部位權重觀察，前 5 大標的（包含 IAU, VOO, GLD）累計市值佔比達 16.2%，是驅動 Proficio Capital Partners 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 389 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 | IAU | Ishares Gold Trust | ETF-避險與商品 | 10.28% | -3.82% | +2.24% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.53% | -0.41% | +6.70% | |
| 3 | GLD | Spdr Gold Shares | ETF-避險與商品 | 7.67% | -4.18% | +4.28% | |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 4.68% | +0.35% | -4.95% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 3.81% | -0.66% | -9.62% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.44% | +0.41% | -32.39% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.20% | -1.95% | -7.09% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.19% | +0.42% | +0.18% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.89% | +0.57% | +1.76% | |
| 10 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 1.81% | — | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.80% | +0.22% | +4.30% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.77% | -0.56% | +1.23% | |
| 13 | AAAU | Goldman Sachs Physical Gold | ETF-避險與商品 | 1.55% | -1.52% | +0.38% | |
| 14 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 1.39% | +0.13% | -11.87% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.30% | +0.19% | -1.63% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.23% | +0.24% | +1.16% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.19% | -0.01% | -0.45% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.16% | +0.27% | +170.68% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.10% | -0.92% | +23.06% | |
| 20 | CRWV | Coreweave Inc-cl A | 股票-科技 | 1.09% | — | — | |
| 21 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股與成長 | 1.02% | +0.89% | -21.98% | |
| 22 | MTBA | Simplify Mbs ETF | ETF-其他 | 1.01% | -0.41% | +59.70% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.96% | +0.19% | -5.35% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.81% | +0.17% | -3.25% | |
| 25 | BXSL | Blackstone Secured Lending F | 股票-金融 | 0.79% | +0.03% | -34.66% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.78% | — | -73.24% | |
| 27 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.76% | -0.05% | -2.88% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.72% | -0.02% | EXIT | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | +0.04% | -4.51% | |
| 30 | RING | Ishares Msci Global Gold Min | ETF-避險與商品 | 0.71% | -0.23% | +2.75% | |
| 31 | CLOI | Vaneck Clo ETF | ETF-其他 | 0.71% | — | — | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.71% | -0.67% | +3.05% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | +0.03% | -0.21% | |
| 34 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.67% | — | — | |
| 35 | MBB | Ishares Mbs ETF | ETF-其他 | 0.67% | -0.05% | +8.89% | |
| 36 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-其他 | 0.65% | — | — | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.62% | -0.15% | +0.54% | |
| 38 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.57% | +0.03% | NEW | |
| 39 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.57% | -0.08% | +12.39% | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.54% | +0.39% | +10.48% | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.53% | -0.17% | +19.58% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | +0.16% | +2.15% | |
| 43 | BX | Blackstone Inc | 股票-金融 | 0.45% | -0.02% | -2.68% | |
| 44 | T | At&t Inc | 股票-通訊服務 | 0.45% | +0.02% | NEW | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.44% | -0.06% | -13.80% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.44% | +0.29% | -1.13% | |
| 47 | GLP | Global Partners LP | 股票-其他 | 0.43% | -0.05% | -17.10% | |
| 48 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.42% | +0.12% | NEW | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.41% | +0.02% | NEW | |
| 50 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.41% | — | -54.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +7.5% | +4.28% | 加碼 |
| 2 | VOO | Vanguard S&p 500 ETF | +6.2% | +6.70% | 加碼 |
| 3 | IAU | Ishares Gold Trust | +2.9% | +2.24% | 加碼 |
| 4 | IWV | Ishares Russell 3000 ETF | +2.9% | -9.62% | 加碼 |
| 5 | NVDA | Nvidia CORP | +1.9% | +0.18% | 加碼 |
| 6 | FLOT | Ishares Floating Rate Bond E | +1% | +23.06% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +1% | +170.68% | 加碼 |
| 8 | AMLP | Alerian Mlp ETF | +1% | +1.23% | 加碼 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.9% | -0.45% | 加碼 |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | +0.7% | +3.05% | 加碼 |
| 11 | IWM | Ishares Russell 2000 ETF | +0.6% | -73.24% | 加碼 |
| 12 | TMUS | T-mobile US Inc | +0.5% | +868.68% | 加碼 |
| 13 | WMT | Walmart Inc | +0.4% | +0.54% | 加碼 |
| 14 | MBB | Ishares Mbs ETF | +0.4% | +8.89% | 加碼 |
| 15 | BX | Blackstone Inc | +0.4% | -2.68% | 加碼 |
| 16 | T | At&t Inc | +0.4% | +607.93% | 加碼 |
| 17 | RING | Ishares Msci Global Gold Min | +0.4% | +2.75% | 加碼 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -4.51% | 加碼 |
| 19 | GOOG | Alphabet Inc-cl C | +0.3% | -5.35% | 加碼 |
| 20 | VZ | Verizon Communications Inc | +0.3% | +963.72% | 加碼 |
| 21 | AAPL | Apple Inc | +0.3% | +1.76% | 加碼 |
| 22 | GS | Goldman Sachs Group Inc | +0.3% | +1.15% | 加碼 |
| 23 | ORCL | Oracle CORP | +0.2% | +4.26% | 加碼 |
| 24 | KKR | Kkr & Co Inc | +0.2% | +3.41% | 加碼 |
| 25 | MSFT | Microsoft CORP | +0.2% | +4.30% | 加碼 |
| 26 | V | Visa Inc-class A Shares | +0.1% | -0.21% | 加碼 |
| 27 | AVGO | Broadcom Inc | +0.1% | +2.17% | 加碼 |
| 28 | COP | Conocophillips | +0.1% | +59.47% | 加碼 |
| 29 | CVX | Chevron CORP | +0.1% | +173.66% | 加碼 |
| 30 | HD | Home Depot Inc | +0.1% | +12.80% | 加碼 |
| 31 | SBAC | Sba Communications CORP | +0.1% | — | 加碼 |
| 32 | XOM | Exxon Mobil CORP | +0.1% | +4.34% | 加碼 |
| 33 | COST | Costco Wholesale CORP | +0.1% | +2.78% | 加碼 |
| 34 | AMD | Advanced Micro Devices | +0.1% | +201.99% | 加碼 |
| 35 | BRO | Brown & Brown Inc | +0.1% | -0.59% | 加碼 |
| 36 | LMT | Lockheed Martin CORP | +0.1% | -0.51% | 加碼 |
| 37 | CCI | Crown Castle Inc | 0% | +69.54% | 加碼 |
| 38 | IBM | Intl Business Machines CORP | 0% | +61.39% | 加碼 |
| 39 | RTX | Rtx CORP | 0% | +2.94% | 加碼 |
| 40 | NFLX | Netflix Inc | 0% | +5.32% | 加碼 |
| 41 | AXP | American Express Co | 0% | +0.85% | 加碼 |
| 42 | TDG | Transdigm Group Inc | 0% | +2.08% | 加碼 |
| 43 | CSCO | Cisco Systems Inc | — | +103.72% | 加碼 |
| 44 | NKE | Nike Inc -cl B | — | +2.73% | 加碼 |
| 45 | PH | Parker Hannifin CORP | — | +0.45% | 加碼 |
| 46 | APH | Amphenol Corp-cl A | — | +0.26% | 加碼 |
| 47 | ABBV | Abbvie Inc | 0% | +4.33% | 加碼 |
| 48 | MRK | Merck & Co. Inc. | 0% | +4.08% | 加碼 |
| 49 | KO | Coca-cola Co/the | 0% | +55.22% | 加碼 |
| 50 | ADP | Automatic Data Processing | 0% | -0.24% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Proficio Capital Partners LLC 在 Q1 2025 季度的美股持倉總市值約為 US$27.9億，共申報了 389 個公開持股部位。
在 Q1 2025 季度，Proficio Capital Partners LLC 按市值排列的前三大核心持股分別為：IAU (10.3%)、VOO (8.5%)、GLD (7.7%)。其中最大持股部位 IAU 佔據整體投資組合約 10.3% 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
BILS
市值: US$6049.1萬
本季最大獲利了結 / 清倉標的
PPLT
前期市值: US$2624.6萬
在 Q1 2025 季度中，Proficio Capital Partners LLC 共進行了 200 項持倉異動，包含新建倉 89 個部位、加碼 60 個部位、減碼 12 個部位以及清倉 39 個部位。 其中最大新建倉標的為 BILS。 本季清倉部位包含 PPLT。
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。