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: 0001858740
申報總市值
US$33.1億
US$33.1億
2298 檔
16.0%
Q4 2025 季度申報顯示，Spire Wealth Management 揭露的美股組合總市值為 US$33.1億，涵蓋 2298 個不同之權益投資部位。
在 Q4 2025，Spire Wealth Management 操作展現出積極擴展與加碼意向。本季共新建倉 1 個新部位，並對 28 個既有持股進行加碼（合計增持 29 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 IVV, NVDA, AAPL）占據了總市值的 16.0%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2298 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.55% | -0.02% | -0.80% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.90% | -0.13% | +2.23% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.52% | -0.12% | +0.66% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.57% | -0.03% | +4.26% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | -0.19% | +0.75% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.12% | +0.30% | -2.72% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.93% | +0.06% | -7.76% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.34% | +0.06% | -6.69% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.27% | -0.02% | +9.02% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.22% | -0.31% | -4.01% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.10% | +0.06% | +12.00% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.00% | +0.14% | +2.18% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 0.99% | -0.06% | -3.80% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.97% | -0.12% | -0.68% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.93% | -0.05% | +4.80% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.89% | -0.05% | +3.19% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.87% | -0.12% | -63.98% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.87% | +0.13% | +3.87% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.85% | +0.06% | +2.43% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.82% | -0.16% | +1.71% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | -0.01% | +1.99% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.80% | +0.01% | -0.70% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.80% | +0.06% | -2.21% | |
| 24 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.79% | -0.10% | +1.74% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.79% | +0.14% | +93.46% | |
| 26 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.76% | -0.09% | +0.22% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.73% | -0.03% | -2.23% | |
| 28 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.72% | +0.04% | +116.32% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.71% | -0.17% | -2.84% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.69% | -0.12% | -1.03% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 0.67% | -0.06% | +6.22% | |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.66% | -0.10% | +0.41% | |
| 33 | EVTR | Eaton Vance Total Return | ETF-其他 | 0.63% | -0.10% | +0.49% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.62% | +0.02% | +1.31% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | +0.11% | -5.60% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.59% | — | +2.95% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.56% | +0.01% | -3.99% | |
| 38 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.56% | -0.03% | -2.67% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.53% | -0.10% | -1.37% | |
| 40 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 0.53% | -0.17% | -2.18% | |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.51% | -0.02% | +1.45% | |
| 42 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.51% | -0.15% | +6.78% | |
| 43 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.50% | +0.01% | +1.38% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.01% | +0.61% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.46% | +0.12% | +0.10% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.45% | -0.03% | -5.40% | |
| 47 | NFLX | Netflix Inc | 股票-通訊服務 | 0.43% | -0.17% | +726.92% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.43% | -0.03% | -3.26% | |
| 49 | KLAC | Kla CORP | 股票-科技 | 0.43% | +0.40% | +0.10% | |
| 50 | CAT | Caterpillar Inc | 股票-工業 | 0.42% | +0.18% | +68.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.3% | +12.00% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +0.3% | +2.18% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -7.76% | 減碼 |
| 4 | XBI | Ss Spdr S&p Biotech ETF | +0.3% | +507.21% | 加碼 |
| 5 | LITE | Lumentum Holdings Inc | +0.2% | +260.90% | 加碼 |
| 6 | SCCO | Southern Copper CORP | +0.2% | +7891.30% | 加碼 |
| 7 | CAT | Caterpillar Inc | +0.2% | +68.57% | 加碼 |
| 8 | CTSH | Cognizant Tech Solutions-a | +0.2% | +16271.75% | 加碼 |
| 9 | DELL | Dell Technologies -c | +0.2% | +993.32% | 加碼 |
| 10 | IDEV | Ishares Core Msci Dev Mkts | +0.2% | +6729.90% | 加碼 |
| 11 | AAPL | Apple Inc | +0.2% | +0.66% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +4.26% | 加碼 |
| 13 | TAN | Invesco Solar ETF | +0.2% | +7913.50% | 加碼 |
| 14 | MEDP | Medpace Holdings Inc | +0.2% | +946700.00% | 加碼 |
| 15 | AXP | American Express Co | +0.2% | +223.49% | 加碼 |
| 16 | NVS | Novartis Ag-sponsored Adr | +0.2% | +2560.96% | 加碼 |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +177.48% | 加碼 |
| 18 | TER | Teradyne Inc | +0.2% | +19245.04% | 加碼 |
| 19 | FIX | Comfort Systems USA Inc | +0.2% | +658.09% | 加碼 |
| 20 | VRT | Vertiv Holdings Co-a | +0.2% | +335.69% | 加碼 |
| 21 | ROK | Rockwell Automation Inc | +0.2% | +6641.07% | 加碼 |
| 22 | PULS | Pgim Ultra Short Bond ETF | +0.2% | +7574.28% | 加碼 |
| 23 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +3644.38% | 加碼 |
| 24 | AVGO | Broadcom Inc | +0.1% | +9.02% | 加碼 |
| 25 | WELL | Welltower Inc | +0.1% | +552.96% | 加碼 |
| 26 | BLD | Topbuild CORP | +0.1% | +3846.06% | 加碼 |
| 27 | ISRG | Intuitive Surgical Inc | +0.1% | +63.68% | 加碼 |
| 28 | CDNS | Cadence Design Sys Inc | -0.1% | -64.52% | 減碼 |
| 29 | HD | Home Depot Inc | -0.2% | -23.32% | 減碼 |
| 30 | ACN | Accenture plc | -0.2% | -95.39% | 減碼 |
| 31 | LIN | Linde plc | -0.2% | -93.46% | 減碼 |
| 32 | SPOT | Spotify Technology S.A. | -0.2% | -90.33% | 減碼 |
| 33 | RKT | Rocket Cos Inc-class A | -0.2% | -91.08% | 減碼 |
| 34 | PM | Philip Morris International | -0.2% | -70.12% | 減碼 |
| 35 | XHB | Ss Spdr S&p Homebldrs ETF | -0.2% | -88.64% | 減碼 |
| 36 | GEV | GE Vernova Inc | -0.2% | -56.88% | 減碼 |
| 37 | MSFT | Microsoft CORP | -0.2% | +0.75% | 加碼 |
| 38 | ADBE | Adobe Inc | -0.2% | -66.98% | 減碼 |
| 39 | AXON | Axon Enterprise Inc | -0.2% | -82.64% | 減碼 |
| 40 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | -88.86% | 減碼 |
| 41 | MELI | Mercadolibre Inc | -0.2% | -90.88% | 減碼 |
| 42 | VEEV | Veeva Systems Inc-class A | -0.2% | -97.86% | 減碼 |
| 43 | META | Meta Platforms Inc-class A | -0.2% | -4.01% | 減碼 |
| 44 | NFLX | Netflix Inc | -0.2% | +726.92% | 加碼 |
| 45 | ORCL | Oracle CORP | -0.2% | -64.71% | 減碼 |
| 46 | FBTC | Fidelity Wise Origin Bitcoin | -0.3% | -52.36% | 減碼 |
| 47 | VOT | Vanguard Mid-cap Growth ETF | -0.3% | -87.28% | 減碼 |
| 48 | UBER | Uber Technologies Inc | -0.3% | -57.20% | 減碼 |
| 49 | JPST | Jpmorgan Ultra-short Income | -1.6% | -63.98% | 減碼 |
| 50 | COPX | Global X Copper Miners ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Spire Wealth Management 在 Q4 2025 季度的美股持倉總市值約為 US$33.1億，共申報了 2298 個公開持股部位。
在 Q4 2025 季度，Spire Wealth Management 按市值排列的前三大核心持股分別為：IVV (5.5%)、NVDA (3.9%)、AAPL (3.5%)。其中最大持股部位 IVV 佔據整體投資組合約 5.5% 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
COPX
市值: US$483.6萬
本季最大獲利了結 / 清倉標的
JPST
前期市值: US$7267.2萬
在 Q4 2025 季度中，Spire Wealth Management 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 28 個部位、減碼 21 個部位以及清倉 0 個部位。 其中最大新建倉標的為 COPX。
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。