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: 0002096913
申報總市值
US$1.3億
US$1.3億
59 檔
15.1%
SHUTTLEWORTH & Co 在 Q4 2025 季度的美股部位總計估值為 US$1.3億，分散於 59 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2025 期間，SHUTTLEWORTH & Co 展現了靈活的資產再平衡步調，透過出清 5 檔弱勢或達到目標價部位，將資金轉置於 1 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 AAPL, SPYM, QQQM）累計市值佔比達 15.1%，是驅動 SHUTTLEWORTH & Co 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 4.23% | +0.01% | -5.18% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 3.50% | +0.69% | +47.31% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 3.27% | +1.45% | +9.02% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.16% | -0.13% | +0.63% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.08% | -0.04% | -1.40% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.78% | +0.10% | +0.19% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.72% | +0.89% | +1.68% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.69% | +0.28% | -3.32% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.65% | +0.30% | -0.47% | |
| 10 | ETN | Eaton Corporation plc | 股票-工業 | 2.57% | +0.15% | -0.98% | |
| 11 | XLF | Ss Financial Select Sector | ETF-其他 | 2.52% | -0.06% | +1.67% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.46% | -0.18% | -1.95% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.37% | -1.79% | +0.81% | |
| 14 | AMAT | Applied Materials Inc | 股票-科技 | 2.37% | +2.50% | -0.23% | |
| 15 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.32% | -0.43% | -0.03% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 2.30% | +0.22% | +3.49% | |
| 17 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.27% | -0.30% | -0.32% | |
| 18 | MCK | Mckesson CORP | 股票-醫療保健 | 2.26% | -0.42% | +1.14% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 2.20% | +0.06% | +1.45% | |
| 20 | APH | Amphenol Corp-cl A | 股票-科技 | 2.16% | +0.50% | -1.93% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.15% | -0.50% | -0.60% | |
| 22 | WM | Waste Management Inc | 股票-工業 | 2.05% | -0.37% | +2.18% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 1.94% | +0.93% | +25.71% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.94% | -0.17% | +104.28% | |
| 25 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 1.93% | -0.29% | +13.87% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.92% | -0.28% | +1.21% | |
| 27 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.91% | -0.42% | +0.49% | |
| 28 | PKG | Packaging CORP Of America | 股票-循環性消費 | 1.91% | +0.12% | +1.21% | |
| 29 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.73% | +0.18% | +1.44% | |
| 30 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.58% | — | +2.49% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 1.52% | -0.24% | +3.36% | |
| 32 | VDE | Vanguard Energy ETF | ETF-其他 | 1.47% | -0.43% | +1.13% | |
| 33 | NFLX | Netflix Inc | 股票-通訊服務 | 1.41% | -0.38% | +820.11% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.39% | — | +4.78% | |
| 35 | ANET | Arista Networks Inc | 股票-科技 | 1.35% | +0.60% | — | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 1.29% | -0.05% | -10.75% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 1.26% | -1.26% | EXIT | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 1.24% | -0.23% | +23.74% | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.22% | -0.12% | +8.28% | |
| 40 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.22% | -1.35% | EXIT | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.20% | -0.23% | +29.44% | |
| 42 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.18% | +0.20% | +5.93% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.17% | -0.23% | +27.53% | |
| 44 | EQIX | Equinix Inc | 股票-房地產 | 1.12% | +0.27% | -14.58% | |
| 45 | INTU | Intuit Inc | 股票-科技 | 1.10% | — | -13.52% | |
| 46 | FTNT | Fortinet Inc | 股票-科技 | 1.04% | — | -11.18% | |
| 47 | PGR | Progressive CORP | 股票-金融 | 1.03% | — | -20.32% | |
| 48 | FAST | Fastenal Co | 股票-工業 | 0.92% | +0.20% | -1.96% | |
| 49 | SO | Southern Co/the | 股票-公用事業 | 0.89% | -0.23% | -19.39% | |
| 50 | CTAS | Cintas CORP | 股票-工業 | 0.72% | -0.02% | -8.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.2% | +47.31% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.47% | 減碼 |
| 3 | AMAT | Applied Materials Inc | +0.5% | -0.23% | 減碼 |
| 4 | VTV | Vanguard Value ETF | +0.4% | +25.71% | 加碼 |
| 5 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +9.02% | 加碼 |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +29.44% | 加碼 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.3% | +27.53% | 加碼 |
| 8 | GLD | Spdr Gold Shares | +0.3% | -0.03% | 減碼 |
| 9 | BND | Vanguard Total Bond Market | +0.2% | +23.74% | 加碼 |
| 10 | QLTA | Ishares Aaa - A Rated Corpor | +0.2% | +13.87% | 加碼 |
| 11 | MCK | Mckesson CORP | +0.2% | +1.14% | 加碼 |
| 12 | WMT | Walmart Inc | +0.2% | +3.36% | 加碼 |
| 13 | APH | Amphenol Corp-cl A | +0.2% | -1.93% | 減碼 |
| 14 | SCHF | Schwab Intl Equity ETF | +0.2% | +1.68% | 加碼 |
| 15 | TJX | Tjx Companies Inc | +0.2% | -0.32% | 減碼 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +1.44% | 加碼 |
| 17 | V | Visa Inc-class A Shares | +0.1% | +1.45% | 加碼 |
| 18 | XLF | Ss Financial Select Sector | +0.1% | +1.67% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | +3.49% | 加碼 |
| 20 | BSV | Vanguard Short-term Bond ETF | +0.1% | +17.16% | 加碼 |
| 21 | XLC | Ss Comm Select Sector Spdr | +0.1% | +8.28% | 加碼 |
| 22 | AAPL | Apple Inc | +0.1% | -5.18% | 減碼 |
| 23 | CBOE | Cboe Global Markets Inc | +0.1% | +0.49% | 加碼 |
| 24 | SMH | Vaneck Semiconductor ETF | +0.1% | -0.25% | 減碼 |
| 25 | AVGO | Broadcom Inc | +0.1% | -3.32% | 減碼 |
| 26 | SCHB | Schwab US Broad Market ETF | 0% | +6.59% | 加碼 |
| 27 | PLTR | Palantir Technologies Inc-a | -0.1% | -0.60% | 減碼 |
| 28 | PKG | Packaging CORP Of America | -0.1% | +1.21% | 加碼 |
| 29 | COST | Costco Wholesale CORP | -0.1% | +1.21% | 加碼 |
| 30 | ABT | Abbott Laboratories | -0.1% | +0.81% | 加碼 |
| 31 | CTAS | Cintas CORP | -0.1% | -8.98% | 減碼 |
| 32 | EMR | Emerson Electric Co | -0.1% | -10.75% | 減碼 |
| 33 | TMUS | T-mobile US Inc | -0.1% | +6.01% | 加碼 |
| 34 | MSFT | Microsoft CORP | -0.2% | +0.63% | 加碼 |
| 35 | FTNT | Fortinet Inc | -0.2% | -11.18% | 減碼 |
| 36 | INTU | Intuit Inc | -0.2% | -13.52% | 減碼 |
| 37 | EQIX | Equinix Inc | -0.2% | -14.58% | 減碼 |
| 38 | FAST | Fastenal Co | -0.2% | -1.96% | 減碼 |
| 39 | SO | Southern Co/the | -0.3% | -19.39% | 減碼 |
| 40 | PGR | Progressive CORP | -0.4% | -20.32% | 減碼 |
| 41 | SYK | Stryker CORP | -0.4% | -21.64% | 減碼 |
| 42 | ETN | Eaton Corporation plc | -0.5% | -0.98% | 減碼 |
| 43 | NFLX | Netflix Inc | -0.5% | +820.11% | 加碼 |
| 44 | ORCL | Oracle CORP | -1.1% | -1.95% | 減碼 |
| 45 | ANET | Arista Networks Inc | — | NEW | 新建倉 |
| 46 | VBR | Vanguard Small-cap Value ETF | — | EXIT | 清倉 |
| 47 | CMG | Chipotle Mexican Grill Inc | — | EXIT | 清倉 |
| 48 | VGSH | Vanguard Short-term Treasury | — | EXIT | 清倉 |
| 49 | CVX | Chevron CORP | — | EXIT | 清倉 |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，SHUTTLEWORTH & Co 在 Q4 2025 季度的美股持倉總市值約為 US$1.3億，共申報了 59 個公開持股部位。
在 Q4 2025 季度，SHUTTLEWORTH & Co 按市值排列的前三大核心持股分別為：AAPL (4.2%)、SPYM (3.5%)、QQQM (3.3%)。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
ANET
市值: US$148.0萬
本季最大獲利了結 / 清倉標的
VBR
前期市值: US$107.4萬
在 Q4 2025 季度中，SHUTTLEWORTH & Co 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 24 個部位、減碼 20 個部位以及清倉 5 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 VBR。
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。