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: 0002011237
申報總市值
US$7.2億
US$7.2億
242 檔
7.8%
截至 Q1 2025 季度末，Stablepoint Partners, LLC 的美股持倉估值約為 US$7.2億，全數申報部位共有 242 檔。
觀察 Q1 2025 的申報異動，Stablepoint Partners, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 31 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 AAPL, VNLA, SRLN）占據了總市值的 7.8%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
CGNG
市值: US$94.3萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$1791.7萬
僅顯示前 200 大持股（共 242 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 | AAPL | Apple Inc | 股票-科技 | 2.87% | +0.14% | -0.44% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-其他 | 2.01% | -0.06% | -23.98% | |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.87% | -0.09% | +2.97% | |
| 4 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.75% | -0.29% | -4.20% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | +0.06% | -11.23% | |
| 6 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.64% | -0.22% | +5.63% | |
| 7 | AMGN | Amgen Inc | 股票-醫療保健 | 1.63% | -0.06% | +28.62% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | -0.09% | +0.25% | |
| 9 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.51% | -0.18% | -10.10% | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.50% | — | +7.46% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.48% | +0.08% | -7.01% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.34% | -0.11% | +3.34% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.33% | -0.07% | +5.94% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.29% | -0.06% | -0.73% | |
| 15 | T | At&t Inc | 股票-通訊服務 | 1.26% | -0.39% | -6.27% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.21% | -0.34% | +0.52% | |
| 17 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.21% | +0.32% | +28.11% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.20% | +0.20% | -21.05% | |
| 19 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 1.19% | — | +2.06% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.16% | -0.19% | -4.55% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.11% | -0.20% | +13.34% | |
| 22 | CCI | Crown Castle Inc | 股票-房地產 | 1.11% | -0.10% | +32.51% | |
| 23 | MDT | Medtronic plc | 股票-醫療保健 | 1.10% | -0.14% | +3.01% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工業 | 1.10% | -0.25% | +4.03% | |
| 25 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.09% | -0.24% | +14.32% | |
| 26 | UL | Unilever PLC | 股票-非循環性消費 | 1.08% | — | +10.67% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.08% | -0.07% | -2.12% | |
| 28 | PSX | Phillips 66 | 股票-能源 | 1.06% | -0.18% | +8.21% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | -0.03% | +3.67% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 1.04% | -0.17% | -16.67% | |
| 31 | COF | Capital One Financial CORP | 股票-金融 | 1.02% | +0.03% | -20.55% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.98% | +0.01% | +19.39% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.94% | +0.40% | -14.83% | |
| 34 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.91% | -0.12% | -14.06% | |
| 35 | FE | Firstenergy CORP | 股票-公用事業 | 0.91% | -0.12% | +4.06% | |
| 36 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.90% | -0.19% | -4.38% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.90% | +0.28% | +12.09% | |
| 38 | DUK | Duke Energy CORP | 股票-公用事業 | 0.89% | -0.08% | +0.88% | |
| 39 | BX | Blackstone Inc | 股票-金融 | 0.89% | -0.02% | -5.79% | |
| 40 | DOW | Dow Inc | 股票-原物料 | 0.87% | — | +37.79% | |
| 41 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.87% | +0.05% | +15.85% | |
| 42 | D | Dominion Energy Inc | 股票-公用事業 | 0.85% | +0.03% | +29.45% | |
| 43 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.85% | -0.09% | +21.32% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.84% | +0.04% | +1.82% | |
| 45 | TD | Toronto-dominion Bank | 股票-金融 | 0.83% | +0.18% | +5.44% | |
| 46 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.82% | -0.02% | +21.13% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.81% | +0.12% | -1.82% | |
| 48 | WBS | Webster Financial CORP | 股票-金融 | 0.80% | +0.03% | -9.93% | |
| 49 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.78% | +0.75% | -1.91% | |
| 50 | EIX | Edison International | 股票-公用事業 | 0.76% | -0.05% | +32.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVS | Cvs Health CORP | +0.6% | +28.11% | 加碼 |
| 2 | AMGN | Amgen Inc | +0.6% | +28.62% | 加碼 |
| 3 | CCI | Crown Castle Inc | +0.4% | +32.51% | 加碼 |
| 4 | KO | Coca-cola Co/the | +0.3% | +7.46% | 加碼 |
| 5 | VZ | Verizon Communications Inc | +0.2% | +14.32% | 加碼 |
| 6 | GSK | Gsk Plc-spon Adr | +0.2% | +21.32% | 加碼 |
| 7 | D | Dominion Energy Inc | +0.2% | +29.45% | 加碼 |
| 8 | IAU | Ishares Gold Trust | +0.2% | -4.20% | 減碼 |
| 9 | KMB | Kimberly-clark CORP | +0.2% | +15.85% | 加碼 |
| 10 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.2% | +35.99% | 加碼 |
| 11 | CGNG | Cap Group New Geography Eq | +0.2% | NEW | 新建倉 |
| 12 | T | At&t Inc | +0.2% | -6.27% | 減碼 |
| 13 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +33.63% | 加碼 |
| 14 | CVX | Chevron CORP | +0.2% | +0.52% | 加碼 |
| 15 | JNJ | Johnson & Johnson | +0.2% | +3.67% | 加碼 |
| 16 | PSX | Phillips 66 | +0.2% | +8.21% | 加碼 |
| 17 | DG | Dollar General CORP | +0.2% | +90.39% | 加碼 |
| 18 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +8.08% | 加碼 |
| 19 | MDT | Medtronic plc | +0.1% | +3.01% | 加碼 |
| 20 | UL | Unilever PLC | +0.1% | +10.67% | 加碼 |
| 21 | DOW | Dow Inc | +0.1% | +37.79% | 加碼 |
| 22 | MDLZ | Mondelez International Inc-a | +0.1% | +16.12% | 加碼 |
| 23 | ABBV | Abbvie Inc | +0.1% | +1.82% | 加碼 |
| 24 | TD | Toronto-dominion Bank | +0.1% | +5.44% | 加碼 |
| 25 | TMUS | T-mobile US Inc | +0.1% | -4.38% | 減碼 |
| 26 | WEC | Wec Energy Group Inc | +0.1% | +75.72% | 加碼 |
| 27 | UBER | Uber Technologies Inc | +0.1% | +1.94% | 加碼 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +68.41% | 加碼 |
| 29 | CGDV | Cap Group Dividend Value | +0.1% | NEW | 新建倉 |
| 30 | PEP | Pepsico Inc | +0.1% | +13.34% | 加碼 |
| 31 | DUK | Duke Energy CORP | +0.1% | +0.88% | 加碼 |
| 32 | CSCO | Cisco Systems Inc | -0.1% | -14.83% | 減碼 |
| 33 | TTD | Trade Desk Inc/the -class A | -0.1% | +2.32% | 加碼 |
| 34 | ARKK | Ark Innovation ETF | -0.2% | -57.77% | 減碼 |
| 35 | NVDA | Nvidia CORP | -0.2% | +2.95% | 加碼 |
| 36 | WBS | Webster Financial CORP | -0.2% | -9.93% | 減碼 |
| 37 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -52.23% | 減碼 |
| 38 | FTSM | First Trust Enh Short Mat Fd | -0.2% | -10.10% | 減碼 |
| 39 | JPM | Jpmorgan Chase & Co | -0.2% | -11.23% | 減碼 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.82% | 減碼 |
| 41 | MSFT | Microsoft CORP | -0.2% | +0.25% | 加碼 |
| 42 | COIN | Coinbase Global Inc -class A | -0.2% | -30.11% | 減碼 |
| 43 | WMT | Walmart Inc | -0.3% | -16.67% | 減碼 |
| 44 | COF | Capital One Financial CORP | -0.3% | -20.55% | 減碼 |
| 45 | BX | Blackstone Inc | -0.3% | -5.79% | 減碼 |
| 46 | TSLA | Tesla Inc | -0.3% | -11.53% | 減碼 |
| 47 | AMZN | Amazon.com Inc | -0.4% | -7.01% | 減碼 |
| 48 | AAPL | Apple Inc | -0.4% | -0.44% | 減碼 |
| 49 | VNLA | Janus Henderson Short Durati | -0.7% | -23.98% | 減碼 |
| 50 | AVGO | Broadcom Inc | -0.9% | -21.05% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Stablepoint Partners, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$7.2億，共申報了 242 個公開持股部位。
在 Q1 2025 季度，Stablepoint Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (2.9%)、VNLA (2.0%)、SRLN (1.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 2.9% 的權重。
在 Q1 2025 季度中，Stablepoint Partners, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 29 個部位、減碼 19 個部位以及清倉 0 個部位。 其中最大新建倉標的為 CGNG。
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。
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。
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。