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: 0002022908
申報總市值
US$12.3億
US$12.3億
313 檔
21.6%
截至 Q4 2025 季度末，Spirepoint Private Client, LLC 的美股持倉估值約為 US$12.3億，全數申報部位共有 313 檔。
觀察 Q4 2025 的申報異動，Spirepoint Private Client, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 35 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 UPS, AAPL, VOO）占據了總市值的 21.6%，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 313 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 | UPS | United Parcel Service-cl B | 股票-工業 | 9.73% | -0.68% | -0.31% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.42% | -0.14% | +10.51% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.22% | +0.46% | +319.39% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.67% | -0.10% | +7.07% | |
| 5 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.48% | -0.90% | +2.04% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.07% | +0.47% | +1.32% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.83% | +0.83% | +5.20% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.62% | +0.44% | +3.94% | |
| 9 | CLH | Clean Harbors Inc | 股票-工業 | 2.37% | -0.33% | +1.37% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.12% | -0.30% | +3.47% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.10% | +0.30% | +12.61% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.95% | +0.22% | +12.45% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.70% | +0.39% | +120.30% | |
| 14 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.68% | -0.25% | +14.48% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.60% | -0.08% | +149.78% | |
| 16 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.44% | -0.32% | +7.01% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.31% | -0.37% | +9.24% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | -0.01% | +8.62% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 1.24% | -0.39% | +29.17% | |
| 20 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.21% | -0.24% | +10.09% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.18% | -0.53% | +8.96% | |
| 22 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.17% | +1.30% | +10.24% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.16% | -0.11% | +9.64% | |
| 24 | AXON | Axon Enterprise Inc | 股票-工業 | 1.10% | +0.23% | +5.27% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 1.09% | -0.28% | +10.88% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.05% | -0.47% | +10.71% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.04% | -0.45% | +11.06% | |
| 28 | GD | General Dynamics CORP | 股票-工業 | 1.02% | +0.25% | +15.35% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.92% | -0.05% | -10.46% | |
| 30 | NOC | Northrop Grumman CORP | 股票-工業 | 0.92% | -0.42% | +7.74% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | -0.05% | +13.21% | |
| 32 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.90% | -0.24% | +16.44% | |
| 33 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.86% | -0.61% | +9.30% | |
| 34 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 0.81% | -0.01% | -40.82% | |
| 35 | SO | Southern Co/the | 股票-公用事業 | 0.81% | -0.14% | +13.30% | |
| 36 | MA | Mastercard Inc - A | 股票-金融 | 0.79% | -0.08% | +12.85% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.78% | -0.05% | -3.70% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | +0.09% | +5.87% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.74% | +0.01% | +0.09% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | -0.19% | +2.34% | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.71% | -0.79% | +10.91% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | -0.09% | -44.04% | |
| 43 | UBER | Uber Technologies Inc | 股票-工業 | 0.68% | -0.07% | +16.65% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.67% | -0.09% | +27.01% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.61% | +0.03% | +14.76% | |
| 46 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.60% | -0.03% | -6.10% | |
| 47 | P | Everpure Inc-a | 股票-科技 | 0.58% | +0.07% | — | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | -0.01% | +123.03% | |
| 49 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.54% | -0.45% | +14.63% | |
| 50 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.49% | -0.08% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.1% | +319.39% | 加碼 |
| 2 | UPS | United Parcel Service-cl B | +0.7% | -0.31% | 減碼 |
| 3 | LLY | Eli Lilly & Co | +0.6% | +12.45% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +5.20% | 加碼 |
| 5 | AAPL | Apple Inc | +0.3% | +10.51% | 加碼 |
| 6 | IWF | Ishares Russell 1000 Growth | +0.3% | +123.03% | 加碼 |
| 7 | BND | Vanguard Total Bond Market | +0.2% | +29.17% | 加碼 |
| 8 | IWD | Ishares Russell 1000 Value E | +0.2% | +578.73% | 加碼 |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +149.78% | 加碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +14.76% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.2% | +12.61% | 加碼 |
| 12 | GILD | Gilead Sciences Inc | +0.1% | +16.44% | 加碼 |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | +10.91% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +3.47% | 加碼 |
| 15 | WMT | Walmart Inc | +0.1% | +10.88% | 加碼 |
| 16 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +27.01% | 加碼 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +186.89% | 加碼 |
| 18 | AMLP | Alerian Mlp ETF | +0.1% | +14.48% | 加碼 |
| 19 | TJX | Tjx Companies Inc | +0.1% | +10.09% | 加碼 |
| 20 | C | Citigroup Inc | +0.1% | +34.13% | 加碼 |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +8.96% | 加碼 |
| 22 | NEE | Nextera Energy Inc | +0.1% | +7.01% | 加碼 |
| 23 | XLK | Ss Technology Select Sector | 0% | +120.30% | 加碼 |
| 24 | GD | General Dynamics CORP | 0% | +15.35% | 加碼 |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +13.21% | 加碼 |
| 26 | V | Visa Inc-class A Shares | 0% | +8.62% | 加碼 |
| 27 | MA | Mastercard Inc - A | 0% | +12.85% | 加碼 |
| 28 | VIG | Vanguard Dividend Apprec ETF | 0% | +9.24% | 加碼 |
| 29 | ABBV | Abbvie Inc | — | +10.71% | 加碼 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +9.64% | 加碼 |
| 31 | CVX | Chevron CORP | 0% | +11.06% | 加碼 |
| 32 | FISV | Fiserv Inc | -0.1% | +0.04% | 加碼 |
| 33 | AVGO | Broadcom Inc | -0.1% | +1.32% | 加碼 |
| 34 | FTNT | Fortinet Inc | -0.1% | -12.92% | 減碼 |
| 35 | ORLY | O'reilly Automotive Inc | -0.2% | — | 不變 |
| 36 | NVDA | Nvidia CORP | -0.2% | +3.94% | 加碼 |
| 37 | RCL | Royal Caribbean Cruises Ltd. | -0.2% | -6.10% | 減碼 |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -10.46% | 減碼 |
| 39 | P | Everpure Inc-a | -0.2% | — | 不變 |
| 40 | RIVN | Rivian Automotive Inc-a | -0.3% | -40.82% | 減碼 |
| 41 | CARR | Carrier Global CORP | -0.4% | -88.99% | 減碼 |
| 42 | AXON | Axon Enterprise Inc | -0.4% | +5.27% | 加碼 |
| 43 | INGR | Ingredion Inc | -0.4% | -93.43% | 減碼 |
| 44 | HD | Home Depot Inc | -0.7% | -68.54% | 減碼 |
| 45 | PG | Procter & Gamble Co/the | -0.8% | -44.04% | 減碼 |
| 46 | CI | THE Cigna Group | -0.8% | -95.90% | 減碼 |
| 47 | SFM | Sprouts Farmers Market Inc | — | EXIT | 清倉 |
| 48 | VLTO | Veralto CORP | — | EXIT | 清倉 |
| 49 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
| 50 | UL | Unilever PLC | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Spirepoint Private Client, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$12.3億，共申報了 313 個公開持股部位。
在 Q4 2025 季度，Spirepoint Private Client, LLC 按市值排列的前三大核心持股分別為：UPS (9.7%)、AAPL (4.4%)、VOO (4.2%)。其中最大持股部位 UPS 佔據整體投資組合約 9.7% 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
UL
市值: US$167.4萬
本季最大獲利了結 / 清倉標的
SFM
前期市值: US$431.0萬
在 Q4 2025 季度中，Spirepoint Private Client, LLC 共進行了 48 項持倉異動，包含新建倉 1 個部位、加碼 34 個部位、減碼 10 個部位以及清倉 3 個部位。 其中最大新建倉標的為 UL。 本季清倉部位包含 SFM。
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。