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: 0002003672
申報總市值
US$2.8億
US$2.8億
262 檔
18.0%
Q3 2025 季度申報顯示，Quantum Portfolio Management LLC 揭露的美股組合總市值為 US$2.8億，涵蓋 262 個不同之權益投資部位。
在 Q3 2025，Quantum Portfolio Management LLC 操作展現出積極擴展與加碼意向。本季共新建倉 48 個新部位，並對 94 個既有持股進行加碼（合計增持 142 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 AAPL, NVDA, IWF）占據了總市值的 18.0%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 262 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 | AAPL | Apple Inc | 股票-科技 | 4.24% | -0.34% | +12.48% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.36% | -0.21% | +28.59% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.88% | -0.15% | +90.08% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.23% | -0.71% | +57.14% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.14% | -0.01% | +98.65% | |
| 6 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 2.06% | -0.04% | +57.52% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | -0.35% | +45.08% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.03% | -0.09% | +88.54% | |
| 9 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.77% | -0.10% | +113.71% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.71% | -0.12% | +87.59% | |
| 11 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 1.51% | -0.38% | +4.71% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.49% | +0.02% | +65.39% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.37% | +0.16% | +57.34% | |
| 14 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.34% | +0.07% | +57.35% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.31% | -0.24% | +50.65% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.31% | -0.06% | +38.71% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.31% | -0.04% | +29.79% | |
| 18 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.25% | -0.14% | EXIT | |
| 19 | NFLX | Netflix Inc | 股票-通訊服務 | 1.14% | -0.23% | +62.88% | |
| 20 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-其他 | 1.08% | — | +57.50% | |
| 21 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.03% | -0.09% | — | |
| 22 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.01% | -0.13% | — | |
| 23 | AGX | Argan Inc | 股票-工業 | 0.96% | -0.12% | +47.59% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.93% | +0.05% | +19.09% | |
| 25 | IVLU | Ishares Msci International V | ETF-其他 | 0.82% | -0.23% | +58.16% | |
| 26 | APPF | Appfolio Inc - A | 股票-科技 | 0.82% | -0.48% | EXIT | |
| 27 | SGI | Somnigroup International Inc | 股票-循環性消費 | 0.79% | -0.08% | +253.94% | |
| 28 | MCK | Mckesson CORP | 股票-醫療保健 | 0.77% | -0.24% | +55.46% | |
| 29 | VST | Vistra CORP | 股票-公用事業 | 0.71% | -0.09% | +102.31% | |
| 30 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.71% | +0.01% | +56.68% | |
| 31 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.66% | -0.06% | +61.80% | |
| 32 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.63% | -0.10% | +50.32% | |
| 33 | AN | Autonation Inc | 股票-循環性消費 | 0.63% | -0.12% | +262.24% | |
| 34 | KR | Kroger Co | 股票-非循環性消費 | 0.63% | +0.26% | NEW | |
| 35 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.62% | -0.07% | +54.24% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.62% | -0.24% | +6.85% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | +0.11% | +68.92% | |
| 38 | WMB | Williams Cos Inc | 股票-能源 | 0.61% | -0.10% | +65.83% | |
| 39 | ACM | Aecom | 股票-工業 | 0.60% | — | +54.76% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.60% | +0.01% | NEW | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.58% | -0.03% | +87.38% | |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.57% | +0.08% | +59.21% | |
| 43 | FFIV | F5 Inc | 股票-科技 | 0.56% | +0.06% | NEW | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | -0.14% | +27.95% | |
| 45 | APH | Amphenol Corp-cl A | 股票-科技 | 0.56% | +0.08% | +59.15% | |
| 46 | EUAD | Select Stoxx Eur Aer De ETF | ETF-其他 | 0.55% | -0.22% | EXIT | |
| 47 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.54% | — | +59.30% | |
| 48 | PAVE | Global X US Infrastructure | ETF-其他 | 0.54% | -0.02% | — | |
| 49 | UTI | Universal Technical Institut | 股票-其他 | 0.54% | — | +87.05% | |
| 50 | LRCX | Lam Research CORP | 股票-科技 | 0.53% | +0.56% | +52.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +0.9% | +90.08% | 加碼 |
| 2 | EFV | Ishares Msci Eafe Value ETF | +0.8% | +57.14% | 加碼 |
| 3 | AMLP | Alerian Mlp ETF | +0.8% | — | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.7% | +28.59% | 加碼 |
| 5 | IVW | Ishares S&p 500 Growth ETF | +0.7% | +98.65% | 加碼 |
| 6 | AGX | Argan Inc | +0.7% | +47.59% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.6% | +65.39% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.6% | +29.79% | 加碼 |
| 9 | PXH | Inves Rafi Emer Mrkt-usd Inc | +0.6% | +57.50% | 加碼 |
| 10 | ORLY | O'reilly Automotive Inc | +0.5% | +55.54% | 加碼 |
| 11 | DEM | Wisdomtree Emerging Markets | +0.5% | +57.52% | 加碼 |
| 12 | SGI | Somnigroup International Inc | +0.5% | +253.94% | 加碼 |
| 13 | IWO | Ishares Russell 2000 Growth | +0.5% | +113.71% | 加碼 |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +57.34% | 加碼 |
| 15 | APPF | Appfolio Inc - A | +0.4% | +134.62% | 加碼 |
| 16 | AN | Autonation Inc | +0.4% | +262.24% | 加碼 |
| 17 | SCHV | Schwab US Large-cap Value | +0.4% | +87.59% | 加碼 |
| 18 | NFLX | Netflix Inc | +0.4% | +62.88% | 加碼 |
| 19 | TTWO | Take-two Interactive Softwre | +0.4% | +56.68% | 加碼 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.4% | +6.85% | 加碼 |
| 21 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.4% | +57.35% | 加碼 |
| 22 | IVLU | Ishares Msci International V | +0.4% | +58.16% | 加碼 |
| 23 | LRCX | Lam Research CORP | +0.4% | +52.42% | 加碼 |
| 24 | UTI | Universal Technical Institut | +0.3% | +87.05% | 加碼 |
| 25 | VST | Vistra CORP | +0.3% | +102.31% | 加碼 |
| 26 | SIVR | Abrdn Physical Silver Shares | +0.3% | +118.61% | 加碼 |
| 27 | EZU | Ishares Msci Eurozone ETF | +0.3% | +59.30% | 加碼 |
| 28 | FYC | First Trust Small Cap Growth | +0.3% | +354.00% | 加碼 |
| 29 | XSMO | Invesco S&p Smallcap Momentu | +0.3% | +173.77% | 加碼 |
| 30 | PG | Procter & Gamble Co/the | +0.3% | +27.13% | 加碼 |
| 31 | ORCL | Oracle CORP | +0.2% | +78.25% | 加碼 |
| 32 | APH | Amphenol Corp-cl A | +0.2% | +59.15% | 加碼 |
| 33 | IGV | Ishares Expanded Tech-softwa | +0.2% | +161.74% | 加碼 |
| 34 | IWD | Ishares Russell 1000 Value E | +0.2% | +88.54% | 加碼 |
| 35 | SHLD | Global X Defense Tech ETF | +0.2% | +72.50% | 加碼 |
| 36 | MCK | Mckesson CORP | +0.2% | +55.46% | 加碼 |
| 37 | FXO | First Trust Financial Alphad | +0.2% | +83.89% | 加碼 |
| 38 | IAU | Ishares Gold Trust | +0.2% | +53.99% | 加碼 |
| 39 | KR | Kroger Co | +0.2% | +58.13% | 加碼 |
| 40 | CNP | Centerpoint Energy Inc | +0.2% | +57.52% | 加碼 |
| 41 | INOD | Innodata Inc | +0.2% | +54.50% | 加碼 |
| 42 | CDNS | Cadence Design Sys Inc | +0.2% | +18.27% | 加碼 |
| 43 | CLH | Clean Harbors Inc | +0.2% | +53.87% | 加碼 |
| 44 | MTZ | Mastec Inc | +0.2% | +60.46% | 加碼 |
| 45 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +68.92% | 加碼 |
| 46 | TDG | Transdigm Group Inc | +0.1% | +196.14% | 加碼 |
| 47 | ACM | Aecom | +0.1% | +54.76% | 加碼 |
| 48 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +59.21% | 加碼 |
| 49 | GOOGL | Alphabet Inc-cl A | +0.1% | +19.09% | 加碼 |
| 50 | CEG | Constellation Energy | +0.1% | +43.03% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Quantum Portfolio Management LLC 在 Q3 2025 季度的美股持倉總市值約為 US$2.8億，共申報了 262 個公開持股部位。
在 Q3 2025 季度，Quantum Portfolio Management LLC 按市值排列的前三大核心持股分別為：AAPL (4.2%)、NVDA (3.4%)、IWF (2.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.2% 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
MLPX
市值: US$338.9萬
本季最大獲利了結 / 清倉標的
MPLX
前期市值: US$115.4萬
在 Q3 2025 季度中，Quantum Portfolio Management LLC 共進行了 200 項持倉異動，包含新建倉 48 個部位、加碼 94 個部位、減碼 11 個部位以及清倉 47 個部位。 其中最大新建倉標的為 MLPX。 本季清倉部位包含 MPLX。
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。