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: 0001800692
申報總市值
US$7.5億
US$7.5億
305 檔
14.8%
根據最新整理的 13F 季度數據集，Secure Asset Management, LLC 於 Q3 2025 結束時的管理資產規模為 US$7.5億。該機構在本季度申報了 305 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2025，Secure Asset Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 50 個新部位，並對 70 個既有持股進行加碼（合計增持 120 檔），相較減碼與清倉部位顯著佔優。
整體而言，Secure Asset Management, LLC 的前 5 大持股（包含 VGIT, NVDA, VOO）貢獻了組合市值的 14.8%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 305 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 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 5.24% | -1.35% | +22.38% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.11% | +0.32% | -1.12% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.89% | +0.10% | -8.85% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.63% | +0.53% | +4.26% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.53% | -0.21% | +36.81% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.35% | +0.01% | +21.35% | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.02% | +0.12% | +14.89% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.99% | -0.69% | +24.51% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.98% | -0.01% | +23.59% | |
| 10 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 1.95% | -0.04% | +21.83% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | +0.28% | +7.27% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.78% | -0.05% | +4.12% | |
| 13 | TSLA | Tesla Inc | 股票-循環性消費 | 1.47% | -0.12% | -5.46% | |
| 14 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 1.45% | -0.02% | +7.49% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.22% | -0.07% | -1.03% | |
| 16 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.18% | -0.01% | +25.07% | |
| 17 | GOF | Guggenheim Strategic Opport | 股票-其他 | 1.17% | -0.95% | +8.96% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.14% | -0.28% | -61.29% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.09% | +0.02% | +13.35% | |
| 20 | MSTR | Strategy Inc | 股票-科技 | 0.99% | +0.14% | +8.98% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.96% | -0.04% | +39.28% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.94% | +0.06% | +14.42% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | -0.01% | +48.37% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.84% | +0.01% | -5.27% | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.82% | -0.24% | +31.41% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 0.81% | +0.08% | +26.51% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | -0.08% | -3.49% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.79% | -0.14% | +12.81% | |
| 29 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.75% | +0.26% | +11.09% | |
| 30 | UBER | Uber Technologies Inc | 股票-工業 | 0.71% | +0.05% | +27.03% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.71% | — | -1.36% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.69% | +0.07% | +40.15% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.68% | +0.01% | +63.34% | |
| 34 | OKLO | Oklo Inc | 股票-公用事業 | 0.67% | — | -19.16% | |
| 35 | FSLR | First Solar Inc | 股票-科技 | 0.65% | -0.14% | +7.05% | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 0.64% | +0.03% | NEW | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | +0.62% | +0.86% | |
| 38 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.63% | — | +57.11% | |
| 39 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.62% | — | — | |
| 40 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.60% | -0.03% | -24.51% | |
| 41 | CHDN | Churchill Downs Inc | 股票-循環性消費 | 0.60% | — | +63.01% | |
| 42 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.60% | — | +77.83% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.60% | +0.02% | +6.83% | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.59% | -0.61% | EXIT | |
| 45 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.58% | -0.25% | +6.58% | |
| 46 | MIRM | Mirum Pharmaceuticals Inc | 股票-其他 | 0.58% | -0.18% | -5.01% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.58% | — | +5.80% | |
| 48 | ASTS | Ast Spacemobile Inc | 股票-科技 | 0.58% | -0.21% | +23.67% | |
| 49 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.57% | +0.03% | +0.55% | |
| 50 | OUSM | Alps Oshares US Small-cap Qu | ETF-其他 | 0.57% | — | +29.47% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | -1.12% | 減碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +1% | +21.35% | 加碼 |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +0.9% | +36.81% | 加碼 |
| 4 | VGIT | Vanguard Intermediate-term T | +0.7% | +22.38% | 加碼 |
| 5 | SCHG | Schwab US Large-cap Growth | +0.6% | +63.34% | 加碼 |
| 6 | UBER | Uber Technologies Inc | +0.6% | +27.03% | 加碼 |
| 7 | CGDV | Cap Group Dividend Value | +0.5% | +25.07% | 加碼 |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | +0.5% | +24.51% | 加碼 |
| 9 | OKLO | Oklo Inc | +0.4% | -19.16% | 減碼 |
| 10 | QVOY | Q3 All-season Active Rot ETF | +0.4% | +607.23% | 加碼 |
| 11 | LLY | Eli Lilly & Co | +0.3% | +39.28% | 加碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +12.81% | 加碼 |
| 13 | VZ | Verizon Communications Inc | +0.3% | +177.61% | 加碼 |
| 14 | MSFT | Microsoft CORP | +0.3% | +7.27% | 加碼 |
| 15 | KR | Kroger Co | +0.3% | +671.11% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.3% | +48.37% | 加碼 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +31.41% | 加碼 |
| 18 | WMT | Walmart Inc | +0.2% | +26.51% | 加碼 |
| 19 | BBEU | Jpmorgan Betabuilders Europe | +0.2% | +31.01% | 加碼 |
| 20 | WM | Waste Management Inc | +0.2% | +182.56% | 加碼 |
| 21 | VT | Vanguard Tot World Stk ETF | +0.2% | +14.42% | 加碼 |
| 22 | FSLR | First Solar Inc | +0.2% | +7.05% | 加碼 |
| 23 | OUSM | Alps Oshares US Small-cap Qu | +0.2% | +29.47% | 加碼 |
| 24 | TSLA | Tesla Inc | +0.2% | -5.46% | 減碼 |
| 25 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +11.09% | 加碼 |
| 26 | FIX | Comfort Systems USA Inc | +0.2% | -24.51% | 減碼 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -3.49% | 加碼 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.2% | -5.27% | 減碼 |
| 29 | PYPL | Paypal Holdings Inc | +0.2% | +57.11% | 加碼 |
| 30 | AMZN | Amazon.com Inc | +0.2% | +13.35% | 加碼 |
| 31 | GEV | GE Vernova Inc | +0.2% | +6.29% | 加碼 |
| 32 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +7.49% | 加碼 |
| 33 | VOO | Vanguard S&p 500 ETF | +0.1% | -8.85% | 加碼 |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +4.12% | 加碼 |
| 35 | CRM | Salesforce Inc | +0.1% | +71.16% | 加碼 |
| 36 | CHDN | Churchill Downs Inc | +0.1% | +63.01% | 加碼 |
| 37 | MIRM | Mirum Pharmaceuticals Inc | +0.1% | -5.01% | 減碼 |
| 38 | BGH | Barings Glbl Shrt Dur Hi Yld | +0.1% | +23.15% | 加碼 |
| 39 | SCHW | Schwab (charles) CORP | +0.1% | +31.21% | 加碼 |
| 40 | GNRC | Generac Holdings Inc | +0.1% | +5.50% | 加碼 |
| 41 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -34.86% | 加碼 |
| 42 | MSTR | Strategy Inc | +0.1% | +8.98% | 加碼 |
| 43 | ORCL | Oracle CORP | +0.1% | -26.48% | 減碼 |
| 44 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +0.55% | 加碼 |
| 45 | AVGO | Broadcom Inc | +0.1% | +6.32% | 減碼 |
| 46 | VGT | Vanguard Info Tech ETF | +0.1% | — | 加碼 |
| 47 | GS | Goldman Sachs Group Inc | +0.1% | +0.34% | 加碼 |
| 48 | MCD | Mcdonald's CORP | +0.1% | +40.15% | 加碼 |
| 49 | VB | Vanguard Small-cap ETF | +0.1% | -16.23% | 加碼 |
| 50 | PLTR | Palantir Technologies Inc-a | +0.1% | -16.96% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Secure Asset Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$7.5億，共申報了 305 個公開持股部位。
在 Q3 2025 季度，Secure Asset Management, LLC 按市值排列的前三大核心持股分別為：VGIT (5.2%)、NVDA (4.1%)、VOO (3.9%)。其中最大持股部位 VGIT 佔據整體投資組合約 5.2% 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
LDOS
市值: US$376.4萬
本季最大獲利了結 / 清倉標的
FTCS
前期市值: US$456.7萬
在 Q3 2025 季度中，Secure Asset Management, LLC 共進行了 200 項持倉異動，包含新建倉 50 個部位、加碼 70 個部位、減碼 37 個部位以及清倉 43 個部位。 其中最大新建倉標的為 LDOS。 本季清倉部位包含 FTCS。
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。