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
238 檔
13.5%
在 Q4 2025 申報期間，Quantum Portfolio Management LLC（CIK: 0002003672）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$2.8億，共持有 238 個公開申報部位。
數據顯示 Quantum Portfolio Management LLC 於 Q4 2025 季度持續回收資金，對 106 個既有部位進行裁減並清倉 54 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, FTRB）累計市值佔比達 13.5%，是驅動 Quantum Portfolio Management 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 238 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 | 6.03% | -0.34% | -10.37% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.98% | -0.21% | -20.32% | |
| 3 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 2.26% | -0.38% | +0.50% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.17% | -0.15% | -49.78% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.15% | -0.71% | -38.27% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | -0.35% | -26.97% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.98% | +0.02% | -30.70% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.79% | -0.12% | — | |
| 9 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.64% | -0.10% | -38.49% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.62% | -0.01% | -50.15% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.49% | +0.05% | -15.91% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.46% | -0.06% | -28.62% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.25% | -0.04% | -38.56% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.24% | -0.24% | -29.22% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.18% | -0.09% | -62.03% | |
| 16 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.11% | +0.07% | -43.87% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.01% | -0.12% | -60.94% | |
| 18 | AIA | Ishares Asia 50 ETF | ETF-其他 | 1.01% | +0.07% | NEW | |
| 19 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.98% | -0.13% | -32.08% | |
| 20 | AGX | Argan Inc | 股票-工業 | 0.95% | -0.12% | -42.33% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.88% | -0.24% | -3.06% | |
| 22 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.82% | -0.14% | EXIT | |
| 23 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 0.81% | -0.38% | +64.37% | |
| 24 | IVLU | Ishares Msci International V | ETF-其他 | 0.80% | -0.23% | -38.80% | |
| 25 | KWEB | Kranesh Csi China Internet | ETF-新興市場 | 0.78% | — | +285.94% | |
| 26 | SGI | Somnigroup International Inc | 股票-循環性消費 | 0.73% | -0.08% | -40.73% | |
| 27 | MCK | Mckesson CORP | 股票-醫療保健 | 0.73% | -0.24% | -40.04% | |
| 28 | EUAD | Select Stoxx Eur Aer De ETF | ETF-其他 | 0.71% | -0.22% | EXIT | |
| 29 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.70% | -0.10% | +14.72% | |
| 30 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.70% | -0.09% | -54.60% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.69% | +0.07% | -1.04% | |
| 32 | APPF | Appfolio Inc - A | 股票-科技 | 0.68% | -0.48% | EXIT | |
| 33 | LRCX | Lam Research CORP | 股票-科技 | 0.67% | +0.56% | -33.36% | |
| 34 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.64% | +0.01% | -38.24% | |
| 35 | VST | Vistra CORP | 股票-公用事業 | 0.62% | -0.09% | -28.09% | |
| 36 | PAVE | Global X US Infrastructure | ETF-其他 | 0.62% | -0.02% | -22.96% | |
| 37 | FIVE | Five Below | 股票-循環性消費 | 0.62% | -0.28% | +136.70% | |
| 38 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.60% | -0.10% | -37.23% | |
| 39 | WMB | Williams Cos Inc | 股票-能源 | 0.60% | -0.10% | -30.12% | |
| 40 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.59% | -0.06% | -33.91% | |
| 41 | NFLX | Netflix Inc | 股票-通訊服務 | 0.59% | -0.23% | +341.50% | |
| 42 | TSLA | Tesla Inc | 股票-循環性消費 | 0.58% | -0.04% | -18.14% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.58% | -0.14% | -25.30% | |
| 44 | GII | State Street Spdr S&p Global | ETF-其他 | 0.57% | — | -23.62% | |
| 45 | FYC | First Trust Small Cap Growth | ETF-中小型股 | 0.56% | +0.19% | -18.69% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.56% | +0.16% | -72.47% | |
| 47 | KR | Kroger Co | 股票-非循環性消費 | 0.55% | +0.26% | NEW | |
| 48 | CEG | Constellation Energy | 股票-公用事業 | 0.54% | -0.11% | -18.48% | |
| 49 | AN | Autonation Inc | 股票-循環性消費 | 0.54% | -0.12% | -38.83% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.54% | +0.08% | -39.88% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.8% | -10.37% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.6% | -20.32% | 減碼 |
| 3 | KWEB | Kranesh Csi China Internet | +0.6% | +285.94% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -15.91% | 減碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | -30.70% | 減碼 |
| 6 | FIVE | Five Below | +0.5% | +136.70% | 加碼 |
| 7 | VCLT | Vanguard Long-term CORP Bond | +0.5% | +64.37% | 加碼 |
| 8 | MU | Micron Technology Inc | +0.3% | +28.45% | 加碼 |
| 9 | LNT | Alliant Energy CORP | +0.2% | +163.94% | 加碼 |
| 10 | EUAD | Select Stoxx Eur Aer De ETF | +0.2% | -2.76% | 減碼 |
| 11 | AMZN | Amazon.com Inc | +0.2% | -28.62% | 減碼 |
| 12 | LRCX | Lam Research CORP | +0.1% | -33.36% | 減碼 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +79.68% | 加碼 |
| 14 | TSLA | Tesla Inc | +0.1% | -18.14% | 減碼 |
| 15 | PAVE | Global X US Infrastructure | +0.1% | -22.96% | 減碼 |
| 16 | V | Visa Inc-class A Shares | +0.1% | -21.99% | 減碼 |
| 17 | GII | State Street Spdr S&p Global | +0.1% | -23.62% | 減碼 |
| 18 | SIVR | Abrdn Physical Silver Shares | +0.1% | -49.96% | 減碼 |
| 19 | CLH | Clean Harbors Inc | +0.1% | -22.97% | 減碼 |
| 20 | MA | Mastercard Inc - A | +0.1% | -23.39% | 減碼 |
| 21 | AXP | American Express Co | +0.1% | -29.13% | 減碼 |
| 22 | IWX | Ishares Russell Top 200 Valu | +0.1% | -24.87% | 減碼 |
| 23 | ATO | Atmos Energy CORP | 0% | -23.54% | 減碼 |
| 24 | AWI | Armstrong World Industries | 0% | -22.38% | 減碼 |
| 25 | MSFT | Microsoft CORP | 0% | -26.97% | 減碼 |
| 26 | WELL | Welltower Inc | 0% | -31.66% | 減碼 |
| 27 | AXS | AXIS Capital Holdings Limited | 0% | -35.50% | 減碼 |
| 28 | AMG | Affiliated Managers Group | 0% | -37.79% | 減碼 |
| 29 | COST | Costco Wholesale CORP | 0% | -25.30% | 減碼 |
| 30 | NY4B | Clearway Energy Inc-a | 0% | -40.37% | 減碼 |
| 31 | SE | Sea Ltd-adr | 0% | -2.03% | 減碼 |
| 32 | CNP | Centerpoint Energy Inc | 0% | -28.40% | 減碼 |
| 33 | HWM | Howmet Aerospace Inc | 0% | -33.49% | 減碼 |
| 34 | GWRE | Guidewire Software Inc | 0% | -22.11% | 減碼 |
| 35 | WMT | Walmart Inc | 0% | -35.78% | 減碼 |
| 36 | DOV | Dover CORP | — | -43.07% | 減碼 |
| 37 | HLI | Houlihan Lokey Inc | — | -20.87% | 減碼 |
| 38 | PFGC | Performance Food Group Co | — | -22.35% | 減碼 |
| 39 | SMH | Vaneck Semiconductor ETF | — | -41.03% | 減碼 |
| 40 | AGX | Argan Inc | 0% | -42.33% | 減碼 |
| 41 | WMB | Williams Cos Inc | 0% | -30.12% | 減碼 |
| 42 | BKR | Baker Hughes Co | 0% | -29.75% | 減碼 |
| 43 | DECK | Deckers Outdoor CORP | 0% | -35.58% | 減碼 |
| 44 | NVMI | Nova Ltd. | 0% | -38.99% | 減碼 |
| 45 | IVLU | Ishares Msci International V | 0% | -38.80% | 減碼 |
| 46 | APH | Amphenol Corp-cl A | 0% | -39.88% | 減碼 |
| 47 | EBC | Eastern Bankshares Inc | 0% | -37.55% | 減碼 |
| 48 | CDNS | Cadence Design Sys Inc | 0% | -27.88% | 減碼 |
| 49 | GDXJ | Vaneck Junior Gold Miners | 0% | -45.17% | 減碼 |
| 50 | MTZ | Mastec Inc | 0% | -38.87% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Quantum Portfolio Management LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.8億，共申報了 238 個公開持股部位。
在 Q4 2025 季度，Quantum Portfolio Management LLC 按市值排列的前三大核心持股分別為：AAPL (6.0%)、NVDA (4.0%)、FTRB (2.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.0% 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
EEM
市值: US$405.1萬
本季最大獲利了結 / 清倉標的
PXH
前期市值: US$364.4萬
在 Q4 2025 季度中，Quantum Portfolio Management LLC 共進行了 200 項持倉異動，包含新建倉 32 個部位、加碼 8 個部位、減碼 106 個部位以及清倉 54 個部位。 其中最大新建倉標的為 EEM。 本季清倉部位包含 PXH。
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。