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: 0001766157
申報總市值
US$8.3億
US$8.3億
121 檔
28.5%
根據最新整理的 13F 季度數據集，Sargent Investment Group, LLC 於 Q3 2025 結束時的管理資產規模為 US$8.3億。該機構在本季度申報了 121 檔美股持倉，呈現出該時期的主要投資地圖。
Sargent Investment Group, LLC 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 1 個全新部位及加碼 29 檔持股的同時，亦同步清倉 14 檔並減碼 6 檔標的。
整體而言，Sargent Investment Group, LLC 的前 5 大持股（包含 PLTR, BILS, AAPL）貢獻了組合市值的 28.5%，形成該機構在 Q3 2025 季度的基本面基石。
| # | 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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 12.65% | -2.61% | -2.85% | |
| 2 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 7.42% | +0.55% | -12.84% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.56% | +0.41% | -0.04% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.12% | -0.23% | +1.05% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.07% | +0.29% | -1.94% | |
| 6 | CG | Carlyle Group Inc/the | 股票-金融 | 2.75% | -0.42% | -3.93% | |
| 7 | UITB | Victoryshares Core Intermedi | ETF-其他 | 2.55% | -0.23% | +9.86% | |
| 8 | BX | Blackstone Inc | 股票-金融 | 2.36% | -0.10% | -0.94% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 2.31% | +0.08% | -11.11% | |
| 10 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 2.13% | +0.41% | -1.26% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.11% | +0.10% | +1.41% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.07% | -0.07% | +2.95% | |
| 13 | FTCS | First Trust Capital Strength | ETF-其他 | 2.07% | -0.19% | -4.23% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.06% | +0.10% | +9.48% | |
| 15 | IRM | Iron Mountain Inc | 股票-房地產 | 2.00% | +0.19% | +0.48% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.92% | +0.33% | +4.05% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.65% | -0.09% | -0.50% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | +0.04% | +4.27% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.44% | +0.11% | +4.71% | |
| 20 | OLED | Universal Display CORP | 股票-科技 | 1.30% | -0.14% | -2.07% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 1.30% | -0.25% | +4.48% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 1.23% | -0.05% | +1.67% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.20% | +0.30% | +5.01% | |
| 24 | EXEL | Exelixis Inc | 股票-醫療保健 | 1.14% | +0.18% | -4.90% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.01% | +0.13% | -0.07% | |
| 26 | UTE0 | Cantaloupe Inc | 股票-其他 | 0.95% | -0.63% | EXIT | |
| 27 | TSLA | Tesla Inc | 股票-循環性消費 | 0.90% | +0.08% | +3.30% | |
| 28 | ARCC | Ares Capital CORP | 股票-金融 | 0.84% | -0.02% | -2.09% | |
| 29 | STWD | Starwood Property Trust Inc | 股票-房地產 | 0.79% | -0.09% | +7.02% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | +0.07% | +20.04% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.77% | +0.17% | +5.75% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | -0.11% | +9.38% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.72% | -0.13% | +7.81% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | +0.12% | +27.91% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.71% | -0.12% | +2.76% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | +0.10% | +0.76% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.21% | +6.36% | |
| 38 | GE | General Electric | 股票-工業 | 0.67% | +0.11% | +3.05% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | -0.06% | -0.29% | |
| 40 | ROL | Rollins Inc | 股票-循環性消費 | 0.60% | -0.14% | +4.94% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.59% | -0.08% | +0.09% | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.58% | -0.01% | +7.75% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.57% | +0.02% | +3.49% | |
| 44 | UBER | Uber Technologies Inc | 股票-工業 | 0.56% | -0.01% | +2.01% | |
| 45 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.54% | -0.02% | +21.29% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.51% | -0.05% | +32.80% | |
| 47 | DUK | Duke Energy CORP | 股票-公用事業 | 0.51% | +0.03% | +30.65% | |
| 48 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.50% | -0.07% | +13.32% | |
| 49 | ✓ | Firstservice CORP New | 股票-其他 | 0.50% | — | — | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.49% | -0.01% | +0.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +5.1% | -2.85% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.9% | +9.48% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.9% | +1.05% | 加碼 |
| 4 | CG | Carlyle Group Inc/the | +0.7% | -3.93% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.7% | +4.05% | 加碼 |
| 6 | BX | Blackstone Inc | +0.4% | -0.94% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.4% | +3.30% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.4% | +0.76% | 加碼 |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | +0.4% | +7.81% | 加碼 |
| 10 | VRT | Vertiv Holdings Co-a | +0.4% | +21.29% | 加碼 |
| 11 | DUK | Duke Energy CORP | +0.3% | +30.65% | 加碼 |
| 12 | IRM | Iron Mountain Inc | +0.3% | +0.48% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.3% | -0.07% | 加碼 |
| 14 | ORCL | Oracle CORP | +0.3% | +32.80% | 加碼 |
| 15 | SO | Southern Co/the | +0.3% | +0.05% | 加碼 |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | -1.94% | 減碼 |
| 17 | JPM | Jpmorgan Chase & Co | +0.3% | +4.27% | 加碼 |
| 18 | LLY | Eli Lilly & Co | +0.2% | +27.91% | 加碼 |
| 19 | BAC | Bank Of America CORP | +0.2% | +20.04% | 加碼 |
| 20 | META | Meta Platforms Inc-class A | +0.2% | +9.38% | 加碼 |
| 21 | JMST | JPM Ultra-short Muni Income | +0.2% | +9.46% | 加碼 |
| 22 | UBER | Uber Technologies Inc | +0.2% | +2.01% | 加碼 |
| 23 | CIBR | First Trust Nasdaq Cybersecu | +0.2% | -1.26% | 加碼 |
| 24 | GE | General Electric | +0.2% | +3.05% | 加碼 |
| 25 | AMZN | Amazon.com Inc | +0.2% | +1.41% | 加碼 |
| 26 | ABBV | Abbvie Inc | +0.2% | +4.71% | 加碼 |
| 27 | GEV | GE Vernova Inc | +0.2% | +2.92% | 加碼 |
| 28 | WMT | Walmart Inc | +0.1% | +4.48% | 加碼 |
| 29 | CAT | Caterpillar Inc | +0.1% | +2.52% | 加碼 |
| 30 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | -4.23% | 加碼 |
| 31 | AAPL | Apple Inc | +0.1% | -0.04% | 減碼 |
| 32 | UITB | Victoryshares Core Intermedi | 0% | +9.86% | 加碼 |
| 33 | ERII | Energy Recovery Inc | -0.2% | -27.11% | 減碼 |
| 34 | UTE0 | Cantaloupe Inc | -0.7% | -27.04% | 減碼 |
| 35 | BILS | Ss Spdrb B 3-12m T-bill ETF | -1.8% | -12.84% | 減碼 |
| 36 | FSV | Firstservice CORP | — | EXIT | 清倉 |
| 37 | ✓ | Firstservice CORP New | — | NEW | 新建倉 |
| 38 | UNH | Unitedhealth Group Inc | — | EXIT | 清倉 |
| 39 | FDX | Fedex CORP | — | EXIT | 清倉 |
| 40 | V | Visa Inc-class A Shares | — | EXIT | 清倉 |
| 41 | NOC | Northrop Grumman CORP | — | EXIT | 清倉 |
| 42 | VMC | Vulcan Materials Co | — | EXIT | 清倉 |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 清倉 |
| 44 | MAR | Marriott International -cl A | — | EXIT | 清倉 |
| 45 | COF | Capital One Financial CORP | — | EXIT | 清倉 |
| 46 | INTU | Intuit Inc | — | EXIT | 清倉 |
| 47 | CRM | Salesforce Inc | — | EXIT | 清倉 |
| 48 | FDN | First Trust Dj Internet Ind | — | EXIT | 清倉 |
| 49 | FISV | Fiserv Inc | — | EXIT | 清倉 |
| 50 | MELI | Mercadolibre Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Sargent Investment Group, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$8.3億，共申報了 121 個公開持股部位。
在 Q3 2025 季度，Sargent Investment Group, LLC 按市值排列的前三大核心持股分別為：PLTR (12.7%)、BILS (7.4%)、AAPL (6.6%)。其中最大持股部位 PLTR 佔據整體投資組合約 12.7% 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
FIRSTSERVICE CORP NEW
市值: US$352.3萬
本季最大獲利了結 / 清倉標的
FSV
前期市值: US$478.6萬
在 Q3 2025 季度中，Sargent Investment Group, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 29 個部位、減碼 6 個部位以及清倉 14 個部位。 其中最大新建倉標的為 FIRSTSERVICE CORP NEW。 本季清倉部位包含 FSV。
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。