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: 0001445911
申報總市值
US$9.2億
US$9.2億
376 檔
25.7%
截至 Q4 2025 季度末，Quantitative Investment Management, LLC 的美股持倉估值約為 US$9.2億，全數申報部位共有 376 檔。
在 Q4 2025，Quantitative Investment Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 96 個新部位，並對 32 個既有持股進行加碼（合計增持 128 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 XLF, XLB, IBIT）占據了總市值的 25.7%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 376 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 | XLF | Ss Financial Select Sector | ETF-其他 | 6.44% | +1.04% | +667.91% | |
| 2 | XLB | Ss Materials Select Sector | ETF-其他 | 4.97% | — | — | |
| 3 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 4.22% | -0.64% | — | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.99% | — | +44.85% | |
| 5 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 3.33% | +3.63% | NEW | |
| 6 | MSTR | Strategy Inc | 股票-科技 | 2.63% | +0.57% | NEW | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.22% | -1.84% | EXIT | |
| 8 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.10% | -3.02% | EXIT | |
| 9 | ETHA | Ishares Ethereum Trust ETF | ETF-其他 | 1.67% | -0.96% | +50.53% | |
| 10 | CVNA | Carvana Co | 股票-循環性消費 | 1.57% | -0.12% | EXIT | |
| 11 | NFLX | Netflix Inc | 股票-通訊服務 | 1.53% | — | — | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.50% | — | — | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 1.11% | +1.18% | NEW | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.06% | +0.14% | NEW | |
| 15 | TXN | Texas Instruments Inc | 股票-科技 | 1.02% | — | — | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | -0.38% | EXIT | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 0.92% | +0.38% | NEW | |
| 18 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.90% | +0.61% | NEW | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.87% | -1.11% | +50.16% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 0.86% | — | -60.42% | |
| 21 | C | Citigroup Inc | 股票-金融 | 0.80% | +1.65% | — | |
| 22 | SNPS | Synopsys Inc | 股票-科技 | 0.77% | -0.21% | +170.93% | |
| 23 | IREN | IREN Limited | 股票-其他 | 0.72% | — | — | |
| 24 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.69% | -0.10% | +1165.26% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | +1.41% | NEW | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.67% | +0.40% | — | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.64% | +0.14% | NEW | |
| 28 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.63% | -0.01% | +1348.88% | |
| 29 | BE | Bloom Energy Corp- A | 股票-工業 | 0.58% | -0.11% | EXIT | |
| 30 | COF | Capital One Financial CORP | 股票-金融 | 0.58% | -0.35% | EXIT | |
| 31 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.57% | -0.16% | EXIT | |
| 32 | MP | Mp Materials CORP | 股票-原物料 | 0.56% | — | — | |
| 33 | VST | Vistra CORP | 股票-公用事業 | 0.56% | +0.65% | NEW | |
| 34 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.56% | +0.35% | NEW | |
| 35 | CI | THE Cigna Group | 股票-醫療保健 | 0.56% | +0.11% | NEW | |
| 36 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.54% | — | — | |
| 37 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.54% | — | — | |
| 38 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.53% | -1.12% | EXIT | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.52% | -0.32% | EXIT | |
| 40 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.52% | +0.27% | NEW | |
| 41 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.51% | +0.47% | NEW | |
| 42 | ADI | Analog Devices Inc | 股票-科技 | 0.48% | — | — | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.47% | +2.02% | NEW | |
| 44 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.46% | +0.52% | NEW | |
| 45 | MCHP | Microchip Technology Inc | 股票-科技 | 0.45% | +0.08% | NEW | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.45% | -0.89% | +60.47% | |
| 47 | SMCI | Super Micro Computer Inc | 股票-科技 | 0.42% | +0.21% | NEW | |
| 48 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.41% | +0.17% | NEW | |
| 49 | COP | Conocophillips | 股票-能源 | 0.39% | +0.50% | NEW | |
| 50 | MSCI | Msci Inc | 股票-金融 | 0.38% | — | +500.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | +5.3% | +667.91% | 加碼 |
| 2 | KRE | Ss Spdr S&p Regional Bank | +3.2% | +3765.62% | 加碼 |
| 3 | XLI | Ss Industrial Select Sector | +2% | +3185.94% | 加碼 |
| 4 | BAC | Bank Of America CORP | +0.6% | +1300.95% | 加碼 |
| 5 | MDLZ | Mondelez International Inc-a | +0.6% | +1165.26% | 加碼 |
| 6 | BABA | Alibaba Group Holding-sp Adr | +0.6% | +1348.88% | 加碼 |
| 7 | WFC | Wells Fargo & Co | +0.5% | +168.38% | 加碼 |
| 8 | CI | THE Cigna Group | +0.5% | +801.22% | 加碼 |
| 9 | KBE | Ss Spdr S&p Bank ETF | +0.4% | +1074.68% | 加碼 |
| 10 | SNPS | Synopsys Inc | +0.3% | +170.93% | 加碼 |
| 11 | MSCI | Msci Inc | +0.3% | +500.79% | 加碼 |
| 12 | LUV | Southwest Airlines Co | +0.3% | +360.47% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +324.04% | 加碼 |
| 14 | RF | Regions Financial CORP | +0.2% | +1098.88% | 加碼 |
| 15 | ROP | Roper Technologies Inc | +0.2% | +892.09% | 加碼 |
| 16 | MCHP | Microchip Technology Inc | +0.2% | +162.41% | 加碼 |
| 17 | GWW | Ww Grainger Inc | +0.2% | +460.00% | 加碼 |
| 18 | CRM | Salesforce Inc | +0.2% | +85.13% | 加碼 |
| 19 | DVN | Devon Energy CORP | +0.2% | +420.09% | 加碼 |
| 20 | OIH | Vaneck Oil Services ETF | +0.2% | +539.68% | 加碼 |
| 21 | CHTR | Charter Communications Inc-a | +0.1% | +326.30% | 加碼 |
| 22 | AJG | Arthur J Gallagher & Co | +0.1% | +372.27% | 加碼 |
| 23 | DHR | Danaher CORP | +0.1% | +138.15% | 加碼 |
| 24 | EWG | Ishares Msci Germany ETF | +0.1% | +325.33% | 加碼 |
| 25 | SLB | Slb LTD | +0.1% | +443.26% | 加碼 |
| 26 | CVX | Chevron CORP | +0.1% | +192.61% | 加碼 |
| 27 | DXCM | Dexcom Inc | +0.1% | +155.44% | 加碼 |
| 28 | CCL1EUR | Carnival CORP LTD | +0.1% | +88.90% | 加碼 |
| 29 | NVDA | Nvidia CORP | +0.1% | +44.85% | 加碼 |
| 30 | LMT | Lockheed Martin CORP | 0% | +60.47% | 加碼 |
| 31 | WMT | Walmart Inc | -0.1% | +24.96% | 加碼 |
| 32 | NTRA | Natera Inc | -0.3% | -67.80% | 減碼 |
| 33 | WAT | Waters CORP | -0.3% | -81.69% | 減碼 |
| 34 | QCOM | Qualcomm Inc | -0.3% | -75.64% | 減碼 |
| 35 | CVS | Cvs Health CORP | -0.3% | -71.54% | 減碼 |
| 36 | NU | Nu Holdings Ltd. | -0.4% | -58.04% | 減碼 |
| 37 | FISV | Fiserv Inc | -0.4% | +29.65% | 加碼 |
| 38 | SMCI | Super Micro Computer Inc | -0.6% | -1.70% | 減碼 |
| 39 | RIVN | Rivian Automotive Inc-a | -0.7% | -86.50% | 減碼 |
| 40 | UNP | Union Pacific CORP | -1% | -81.61% | 減碼 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -1.2% | -62.27% | 減碼 |
| 42 | AMD | Advanced Micro Devices | -1.5% | -60.42% | 減碼 |
| 43 | RGTI | Rigetti Computing Inc | -1.6% | -63.61% | 減碼 |
| 44 | NEE | Nextera Energy Inc | -1.7% | -90.18% | 減碼 |
| 45 | XLE | Ss Energy Select Sector | -2.5% | -54.46% | 減碼 |
| 46 | MRVL | Marvell Technology Inc | -2.8% | -95.99% | 減碼 |
| 47 | XLB | Ss Materials Select Sector | — | NEW | 新建倉 |
| 48 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | 新建倉 |
| 49 | TSLA | Tesla Inc | — | EXIT | 清倉 |
| 50 | MSTR | Strategy Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Quantitative Investment Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$9.2億，共申報了 376 個公開持股部位。
在 Q4 2025 季度，Quantitative Investment Management, LLC 按市值排列的前三大核心持股分別為：XLF (6.4%)、XLB (5.0%)、IBIT (4.2%)。其中最大持股部位 XLF 佔據整體投資組合約 6.4% 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
XLB
市值: US$5109.3萬
本季最大獲利了結 / 清倉標的
TSLA
前期市值: US$3500.7萬
在 Q4 2025 季度中，Quantitative Investment Management, LLC 共進行了 200 項持倉異動，包含新建倉 96 個部位、加碼 32 個部位、減碼 14 個部位以及清倉 58 個部位。 其中最大新建倉標的為 XLB。 本季清倉部位包含 TSLA。
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。