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: 0001787274
申報總市值
US$10.3億
US$10.3億
207 檔
18.4%
Sierra Capital LLC 在 Q3 2025 季度的美股部位總計估值為 US$10.3億，分散於 207 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q3 2025 的資金脈絡，Sierra Capital LLC 在獲利結算 10 檔個股的同時，將資本重新部署至 26 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 VOO, iShares Core MSCI EMU UCITS ETF (Acc), iShares $ Short Duration Corp Bond UCITS ETF (Acc)）累計市值佔比達 18.4%，是驅動 Sierra Capital 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 207 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.06% | +0.08% | -3.76% | |
| 2 | ✓ | iShares Core MSCI EMU UCITS ETF (Acc) | ETF-其他 | 4.05% | -0.25% | -1.88% | |
| 3 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Acc) | ETF-投資等級公司債 | 3.82% | +0.25% | +27.63% | |
| 4 | ✓ | iShares S&P 500 Equal Weight UCITS ETF (Acc) | ETF-大型股與成長 | 3.02% | +0.01% | -4.12% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.93% | +0.03% | -3.83% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.72% | -0.08% | -1.47% | |
| 7 | ✓ | iShares Core S&P 500 UCITS ETF (Acc) | ETF-大型股與成長 | 2.64% | +0.01% | -24.79% | |
| 8 | ✓ | iShares MSCI USA Small Cap UCITS ETF (Acc) | ETF-中小型股 | 2.50% | +0.15% | +0.33% | |
| 9 | ✓ | iShares MSCI EM ex-China UCITS ETF (Acc) | ETF-新興市場 | 2.45% | +0.14% | +0.66% | |
| 10 | ✓ | iShares US Mortgage Backed Securities UCITS ETF (Acc) | ETF-其他 | 2.22% | -0.26% | +3.66% | |
| 11 | ✓ | iShares S&P 500 Swap UCITS ETF USD (Acc) | ETF-大型股與成長 | 1.95% | +0.44% | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.86% | -0.02% | +0.84% | |
| 13 | ✓ | iShares MSCI ACWI UCITS ETF | ETF-其他 | 1.70% | +0.02% | -1.47% | |
| 14 | ✓ | Ish Usd Float Bond Usd Acc | 股票-其他 | 1.67% | +0.13% | +0.52% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.67% | +0.02% | -3.99% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.63% | — | +0.02% | |
| 17 | ✓ | iShares MSCI World UCITS ETF | ETF-其他 | 1.62% | -1.58% | EXIT | |
| 18 | ✓ | iShares $ Treasury Bond 0-1yr UCITS ETF (Acc) | ETF-政府公債 | 1.57% | +0.05% | -12.60% | |
| 19 | ✓ | iShares MSCI Japan UCITS ETF (Acc) | ETF-其他 | 1.42% | +0.02% | +0.33% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.29% | -0.07% | -1.57% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.28% | +0.14% | — | |
| 22 | ✓ | iShares J.P. Morgan $ EM Bond UCITS ETF (Acc) | ETF-其他 | 1.20% | -0.14% | -2.96% | |
| 23 | ✓ | iShares Core S&P 500 UCITS ETF USD (Dist) | ETF-大型股與成長 | 1.17% | -1.03% | EXIT | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.11% | -0.05% | +0.02% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.09% | -0.02% | -4.83% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.03% | +0.02% | — | |
| 27 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.01% | -0.11% | +27.88% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.99% | -0.07% | — | |
| 29 | ✓ | iShares $ Short Duration High Yield Corp Bond UCITS ETF (Acc) | ETF-投資等級公司債 | 0.97% | +0.07% | -2.28% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.93% | +0.03% | -0.61% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.93% | -0.03% | +0.93% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.93% | -0.10% | +0.01% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.90% | -0.02% | -1.31% | |
| 34 | ✓ | Invesco Preferred Shares UCITS ETF (Acc) | ETF-其他 | 0.90% | -0.06% | -2.66% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.84% | +0.01% | -10.74% | |
| 36 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 0.83% | -0.03% | +0.41% | |
| 37 | ✓ | SPDR SP400 Midcap UCITS ETF | ETF-其他 | 0.81% | +0.02% | -0.40% | |
| 38 | ✓ | 股票-其他 | 0.80% | -0.08% | +66.56% | ||
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | -0.05% | — | |
| 40 | ✓ | iShares $ Treasury Bond 1-3yr UCITS ETF (Acc) | ETF-政府公債 | 0.78% | +0.10% | -1.97% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.72% | +0.04% | -8.87% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.70% | +0.05% | — | |
| 43 | ✓ | iShares $ Corp Bond UCITS ETF (Acc) | ETF-投資等級公司債 | 0.66% | +0.10% | — | |
| 44 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Dist) | ETF-投資等級公司債 | 0.66% | -0.02% | +32.19% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.60% | +0.07% | — | |
| 46 | ✓ | iShares Core S&P 500 UCITS ETF (Acc) | ETF-大型股與成長 | 0.57% | — | -58.08% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.56% | +0.10% | -0.12% | |
| 48 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.55% | -0.08% | — | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | +0.01% | -3.35% | |
| 50 | ✓ | iShares Core MSCI Europe UCITS ETF (Dist) | ETF-其他 | 0.51% | -0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Acc) | +0.6% | +27.63% | 加碼 |
| 2 | ✓ | +0.5% | +66.56% | 加碼 | |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | — | 減碼 |
| 4 | ✓ | iShares MSCI EM ex-China UCITS ETF (Acc) | +0.3% | +0.66% | 加碼 |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +19.74% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | — | 不變 |
| 7 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Dist) | +0.2% | +32.19% | 加碼 |
| 8 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.2% | +27.88% | 加碼 |
| 9 | ✓ | iShares MSCI USA Small Cap UCITS ETF (Acc) | +0.2% | +0.33% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.2% | +0.93% | 減碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | -3.35% | 加碼 |
| 12 | VGT | Vanguard Info Tech ETF | +0.2% | — | 加碼 |
| 13 | ✓ | iShares Core MSCI EMU UCITS ETF (Acc) | +0.2% | — | 加碼 |
| 14 | PFF | Ishares Preferred & Income S | +0.2% | +6.79% | 加碼 |
| 15 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | +95.97% | 加碼 |
| 16 | ✓ | iShares MSCI World UCITS ETF | +0.1% | — | 不變 |
| 17 | ✓ | iShares MSCI Japan UCITS ETF (Acc) | +0.1% | +0.33% | 加碼 |
| 18 | BAC | Bank Of America CORP | +0.1% | — | 不變 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | — | 減碼 |
| 20 | IVW | Ishares S&p 500 Growth ETF | +0.1% | — | 不變 |
| 21 | IWF | Ishares Russell 1000 Growth | +0.1% | — | 不變 |
| 22 | ✓ | iShares MSCI EM UCITS ETF USD (Acc) | +0.1% | +8.40% | 加碼 |
| 23 | AMZN | Amazon.com Inc | +0.1% | +0.02% | 減碼 |
| 24 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +22.81% | 加碼 |
| 25 | TSLA | Tesla Inc | +0.1% | +0.41% | 減碼 |
| 26 | ✓ | iShares Core MSCI EMU UCITS ETF (Acc) | +0.1% | -1.88% | 減碼 |
| 27 | ✓ | iShares MSCI ACWI UCITS ETF | +0.1% | -1.47% | 減碼 |
| 28 | IVV | Ishares Core S&p 500 ETF | +0.1% | -3.99% | 減碼 |
| 29 | ✓ | +0.1% | — | 不變 | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.78% | 加碼 |
| 31 | VO | Vanguard Mid-cap ETF | +0.1% | +0.84% | 減碼 |
| 32 | ✓ | SPDR SP400 Midcap UCITS ETF | +0.1% | -0.40% | 加碼 |
| 33 | VIOO | Vanguard S&p Small-cap 600 E | +0.1% | +3.08% | 加碼 |
| 34 | ✓ | iShares Core S&P 500 UCITS ETF USD (Dist) | 0% | -4.73% | 減碼 |
| 35 | ✓ | 0% | -0.06% | 減碼 | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +57.60% | 加碼 |
| 37 | ARKK | Ark Innovation ETF | 0% | — | 不變 |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -0.12% | 減碼 |
| 39 | ✓ | iShares S&P 500 UCITS ETF (Dist) | 0% | -1.20% | 減碼 |
| 40 | VIS | Vanguard Industrials ETF | 0% | — | 不變 |
| 41 | ✓ | iShares Core MSCI World UCITS ETF (Acc) | 0% | — | 不變 |
| 42 | ✓ | Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (Acc) | 0% | — | 不變 |
| 43 | ✓ | Ishares Core Msci Emu-usd Ha | 0% | — | 加碼 |
| 44 | RTX | Rtx CORP | 0% | +7.78% | 加碼 |
| 45 | EZBC | Franklin Bitcoin ETF | 0% | -2.20% | 減碼 |
| 46 | ✓ | iShares $ Short Duration High Yield Corp Bond UCITS ETF (Acc) | 0% | -2.28% | 加碼 |
| 47 | GSEW | Goldman Sachs Eql Wght Large | 0% | +0.41% | 減碼 |
| 48 | ✓ | iShares Core MSCI Europe UCITS ETF (Dist) | 0% | — | 不變 |
| 49 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | -0.53% | 減碼 |
| 50 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Sierra Capital LLC 在 Q3 2025 季度的美股持倉總市值約為 US$10.3億，共申報了 207 個公開持股部位。
在 Q3 2025 季度，Sierra Capital LLC 按市值排列的前三大核心持股分別為：VOO (7.1%)、iShares Core MSCI EMU UCITS ETF (Acc) (4.0%)、iShares $ Short Duration Corp Bond UCITS ETF (Acc) (3.8%)。其中最大持股部位 VOO 佔據整體投資組合約 7.1% 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
iShares S&P 500 Swap UCITS ETF USD (Acc)
市值: US$1779.3萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$227.1萬
在 Q3 2025 季度中，Sierra Capital LLC 共進行了 150 項持倉異動，包含新建倉 26 個部位、加碼 41 個部位、減碼 73 個部位以及清倉 10 個部位。 其中最大新建倉標的為 iShares S&P 500 Swap UCITS ETF USD (Acc)。 本季清倉部位包含 XOM。
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。