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: 0001817693
申報總市值
US$2.8億
US$2.8億
245 檔
13.7%
在 Q4 2025 的 13F 官方備案中，Retirement Planning Co of New England, Inc. 管理的美股投資組合規模來到 US$2.8億，整體持股檔數為 245 檔。
從 Q4 2025 申報觀察，Retirement Planning Co of New England, Inc. 採取防禦導向的調倉策略，本季減碼 113 檔個股並出清 11 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, QQQ）累計市值佔比達 13.7%，是驅動 Retirement Planning Co of New England, Inc. 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 245 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 | NVDA | Nvidia CORP | 股票-科技 | 3.98% | -0.34% | -2.84% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.70% | -0.30% | -3.30% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.91% | +0.34% | -2.86% | |
| 4 | ZVRA | Zevra Therapeutics Inc | 股票-其他 | 2.38% | +0.80% | +10.35% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.27% | +0.09% | -4.75% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.09% | -0.08% | -1.76% | |
| 7 | BA | Boeing Co/the | 股票-工業 | 1.97% | +0.15% | +28.48% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.91% | -0.05% | +0.27% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.91% | +0.04% | -7.09% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | -0.16% | +2.17% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.84% | +0.03% | -0.34% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.82% | -0.16% | +1.34% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 1.76% | -0.14% | +3.78% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | -0.02% | +0.39% | |
| 15 | EIPI | Ft Energy Income ETF | ETF-其他 | 1.15% | -0.18% | +1.01% | |
| 16 | ETN | Eaton Corporation plc | 股票-工業 | 1.15% | +0.04% | -6.82% | |
| 17 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 1.13% | +0.49% | +107.10% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.13% | -0.03% | -2.70% | |
| 19 | RTX | Rtx CORP | 股票-工業 | 1.10% | -0.15% | -4.01% | |
| 20 | USD | Proshares Ultra Semiconduct | ETF-其他 | 1.06% | -0.02% | +89.72% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.04% | +0.14% | -4.02% | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.01% | -0.13% | -9.10% | |
| 23 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.00% | +0.05% | -0.28% | |
| 24 | TOAK | Twin Oak Shrt Hrz Abs Rtrn | ETF-其他 | 0.97% | -0.26% | +19.73% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | +0.03% | -2.79% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.87% | +0.02% | +0.95% | |
| 27 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.86% | -0.17% | -1.33% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.83% | +0.10% | -0.72% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.83% | -0.05% | -1.05% | |
| 30 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.82% | +0.15% | -2.06% | |
| 31 | PM | Philip Morris International | 股票-非循環性消費 | 0.81% | -0.03% | +0.75% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.77% | +0.69% | -0.02% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.38% | -14.13% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.72% | — | -0.53% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.69% | -0.05% | -0.47% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.65% | +0.06% | +0.83% | |
| 37 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.65% | -0.07% | -2.75% | |
| 38 | NFLX | Netflix Inc | 股票-通訊服務 | 0.64% | -0.25% | +894.95% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.04% | -0.88% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.61% | +0.09% | -2.05% | |
| 41 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.60% | +0.02% | +0.60% | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.58% | -0.02% | +1.19% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.58% | -0.12% | -2.47% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.57% | -0.09% | -4.09% | |
| 45 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.56% | -0.13% | -0.07% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.53% | -0.05% | -0.19% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.53% | -0.20% | -0.06% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.52% | -0.03% | +0.25% | |
| 49 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 0.52% | -0.11% | -3.56% | |
| 50 | ROM | Proshares Ultra Technology | ETF-科技型 | 0.52% | +0.25% | -2.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +0.4% | +28.48% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -4.75% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -7.09% | 減碼 |
| 4 | LLY | Eli Lilly & Co | +0.3% | -4.02% | 減碼 |
| 5 | ALB | Albemarle CORP | +0.2% | -4.70% | 減碼 |
| 6 | MU | Micron Technology Inc | +0.2% | -1.40% | 減碼 |
| 7 | TOAK | Twin Oak Shrt Hrz Abs Rtrn | +0.2% | +19.73% | 加碼 |
| 8 | FCX | Freeport-mcmoran Inc | +0.1% | -2.75% | 減碼 |
| 9 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | -4.81% | 減碼 |
| 10 | AAPL | Apple Inc | +0.1% | -3.30% | 減碼 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +0.27% | 加碼 |
| 12 | PAAS | Pan American Silver CORP | +0.1% | -4.44% | 減碼 |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | -0.28% | 減碼 |
| 14 | MRK | Merck & Co. Inc. | +0.1% | +0.22% | 加碼 |
| 15 | ZVRA | Zevra Therapeutics Inc | +0.1% | +10.35% | 加碼 |
| 16 | LVS | Las Vegas Sands CORP | +0.1% | -3.56% | 減碼 |
| 17 | MS | Morgan Stanley | +0.1% | +0.83% | 加碼 |
| 18 | NEM | Newmont CORP | +0.1% | -2.71% | 減碼 |
| 19 | WFC | Wells Fargo & Co | +0.1% | -0.47% | 減碼 |
| 20 | BDX | Becton Dickinson And Co | +0.1% | +29.64% | 加碼 |
| 21 | AVGO | Broadcom Inc | +0.1% | -1.76% | 減碼 |
| 22 | COLD | Americold Realty Trust Inc | +0.1% | +52.30% | 加碼 |
| 23 | SOXL | Direx Dail Semi Bu 3x Et-usd | +0.1% | +24.54% | 加碼 |
| 24 | TQQQ | Proshares Ultrapro Qqq | +0.1% | +107.10% | 加碼 |
| 25 | C | Citigroup Inc | +0.1% | -0.97% | 減碼 |
| 26 | RTX | Rtx CORP | +0.1% | -4.01% | 減碼 |
| 27 | GILD | Gilead Sciences Inc | +0.1% | -0.07% | 減碼 |
| 28 | IVZ | Invesco Ltd. | 0% | -0.25% | 減碼 |
| 29 | JNJ | Johnson & Johnson | 0% | -2.32% | 減碼 |
| 30 | BMY | Bristol-myers Squibb Co | 0% | -0.60% | 減碼 |
| 31 | WDC | Western Digital CORP | 0% | -0.49% | 減碼 |
| 32 | CAT | Caterpillar Inc | 0% | -10.58% | 減碼 |
| 33 | V | Visa Inc-class A Shares | 0% | +0.39% | 加碼 |
| 34 | CCI | Crown Castle Inc | 0% | +22.64% | 加碼 |
| 35 | BAC | Bank Of America CORP | 0% | -2.79% | 減碼 |
| 36 | TMO | Thermo Fisher Scientific Inc | 0% | -0.81% | 減碼 |
| 37 | FISV | Fiserv Inc | 0% | +125.29% | 加碼 |
| 38 | GM | General Motors Co | 0% | -3.33% | 減碼 |
| 39 | CVS | Cvs Health CORP | 0% | -2.06% | 減碼 |
| 40 | CSCO | Cisco Systems Inc | 0% | +0.10% | 加碼 |
| 41 | QQQM | Invesco Nasdaq 100 ETF | 0% | +3.49% | 加碼 |
| 42 | VHT | Vanguard Health Care ETF | 0% | -3.69% | 減碼 |
| 43 | VUG | Vanguard Growth ETF | 0% | +0.95% | 加碼 |
| 44 | VTV | Vanguard Value ETF | 0% | +10.11% | 加碼 |
| 45 | GEV | GE Vernova Inc | 0% | +4.69% | 加碼 |
| 46 | NGG | National Grid Plc-sp Adr | 0% | -2.09% | 減碼 |
| 47 | RSP | Invesco S&p 500 Equal Weight | 0% | +6.26% | 加碼 |
| 48 | AMGN | Amgen Inc | 0% | +0.28% | 加碼 |
| 49 | WMT | Walmart Inc | 0% | -3.56% | 減碼 |
| 50 | INTC | Intel CORP | 0% | -4.31% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Retirement Planning Co of New England, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$2.8億，共申報了 245 個公開持股部位。
在 Q4 2025 季度，Retirement Planning Co of New England, Inc. 按市值排列的前三大核心持股分別為：NVDA (4.0%)、AAPL (3.7%)、QQQ (2.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.0% 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
PGR
市值: US$52.7萬
本季最大獲利了結 / 清倉標的
S9Q
前期市值: US$122.0萬
在 Q4 2025 季度中，Retirement Planning Co of New England, Inc. 共進行了 194 項持倉異動，包含新建倉 10 個部位、加碼 60 個部位、減碼 113 個部位以及清倉 11 個部位。 其中最大新建倉標的為 PGR。 本季清倉部位包含 S9Q。
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。