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: 0000913760
申報總市值
US$24.8億
US$24.8億
869 檔
15.5%
StoneX Group Inc. 在 Q2 2025 季度的美股部位總計估值為 US$24.8億，分散於 869 個持倉標的之中，反映其市場參與廣度與投資規模。
StoneX Group Inc. 於 Q2 2025 展現出進攻型調倉步調，本季推動了 122 檔股票的新建倉與 42 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 IVV, VOO, IWD）累計市值佔比達 15.5%，是驅動 StoneX Group Inc. 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 869 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 | 5.51% | -0.81% | +4.38% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.42% | -0.83% | +1.98% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.23% | -0.57% | +2.56% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.59% | -0.60% | +1.43% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.98% | -0.02% | -3.14% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.90% | -0.35% | +1.61% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.83% | -0.14% | +0.21% | |
| 8 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 1.80% | -0.29% | +3.43% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.27% | +4.37% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.48% | -0.03% | +7.80% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.46% | — | — | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.43% | -0.22% | -0.05% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.40% | -0.30% | +5.39% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.32% | +0.28% | — | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.19% | -0.06% | -7.75% | |
| 16 | RSMC | Rockefeller US Small-mid Cap | ETF-其他 | 1.19% | -0.15% | +0.41% | |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.19% | -0.30% | +0.87% | |
| 18 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.01% | -0.32% | -6.85% | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.01% | -0.09% | +366.91% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.89% | -0.17% | +3.69% | |
| 21 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.88% | -0.06% | +1.33% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.86% | -0.07% | +4.38% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | -0.07% | +3.16% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | -0.07% | +10.02% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.72% | -0.07% | +22.07% | |
| 26 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 0.69% | -0.11% | +15.45% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.57% | -0.09% | -10.45% | |
| 28 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.55% | -0.01% | EXIT | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.54% | +0.02% | +6.36% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.54% | -0.05% | -0.19% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.48% | +0.73% | -7.27% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.47% | +0.02% | +4.37% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.47% | +0.05% | +6.92% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | +0.02% | +9.77% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.45% | -0.06% | +0.84% | |
| 36 | SO | Southern Co/the | 股票-公用事業 | 0.45% | -0.11% | +2.59% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.44% | -0.09% | +3.00% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.44% | -0.10% | +1.36% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.43% | -0.09% | +8.86% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.43% | -0.08% | +11.68% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.43% | — | -5.89% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | -0.17% | +0.21% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.42% | -0.01% | — | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.41% | -0.09% | +0.19% | |
| 45 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.40% | — | -3.95% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.39% | -0.03% | -0.72% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.39% | -0.14% | +13.01% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.37% | -0.01% | +3.11% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.37% | -0.05% | — | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | -0.09% | +4.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +1.5% | NEW | 新建倉 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.3% | NEW | 新建倉 |
| 3 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.7% | +366.91% | 加碼 |
| 4 | LLY | Eli Lilly & Co | +0.4% | NEW | 新建倉 |
| 5 | COST | Costco Wholesale CORP | +0.4% | NEW | 新建倉 |
| 6 | GE | General Electric | +0.2% | NEW | 新建倉 |
| 7 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 8 | GEV | GE Vernova Inc | +0.2% | NEW | 新建倉 |
| 9 | NFLX | Netflix Inc | +0.2% | NEW | 新建倉 |
| 10 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | 新建倉 |
| 11 | NVDA | Nvidia CORP | +0.2% | -3.14% | 減碼 |
| 12 | UNH | Unitedhealth Group Inc | +0.2% | NEW | 新建倉 |
| 13 | AVGO | Broadcom Inc | +0.1% | +6.36% | 加碼 |
| 14 | ✓ | Oxley Bridge Acq LTD | +0.1% | NEW | 新建倉 |
| 15 | FDN | First Trust Dj Internet Ind | +0.1% | NEW | 新建倉 |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | NEW | 新建倉 |
| 17 | RTX | Rtx CORP | +0.1% | NEW | 新建倉 |
| 18 | FTCS | First Trust Capital Strength | +0.1% | NEW | 新建倉 |
| 19 | COP | Conocophillips | +0.1% | NEW | 新建倉 |
| 20 | ✓ | Thayer Ventures Acq CORP Ii | +0.1% | NEW | 新建倉 |
| 21 | ETHE | Grayscale Ethereum Staking E | +0.1% | +510.49% | 加碼 |
| 22 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | 新建倉 |
| 23 | CRM | Salesforce Inc | +0.1% | NEW | 新建倉 |
| 24 | MSFT | Microsoft CORP | +0.1% | +4.37% | 加碼 |
| 25 | FBND | Fidelity Total Bond ETF | +0.1% | NEW | 新建倉 |
| 26 | ✓ | Blue Wtr Acquisition CORP. I | +0.1% | NEW | 新建倉 |
| 27 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | NEW | 新建倉 |
| 28 | SHW | Sherwin-williams Co/the | +0.1% | NEW | 新建倉 |
| 29 | PLTR | Palantir Technologies Inc-a | +0.1% | +75.52% | 加碼 |
| 30 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | NEW | 新建倉 |
| 31 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | NEW | 新建倉 |
| 32 | LMT | Lockheed Martin CORP | +0.1% | NEW | 新建倉 |
| 33 | QTEC | First Trust Nasdq 100 Tech I | +0.1% | NEW | 新建倉 |
| 34 | PH | Parker Hannifin CORP | +0.1% | NEW | 新建倉 |
| 35 | TGT | Target CORP | +0.1% | NEW | 新建倉 |
| 36 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建倉 |
| 37 | CI | THE Cigna Group | +0.1% | NEW | 新建倉 |
| 38 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | NEW | 新建倉 |
| 39 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建倉 |
| 40 | ✓ | +0.1% | NEW | 新建倉 | |
| 41 | XLY | Ss Consumer Disc Select Sect | +0.1% | NEW | 新建倉 |
| 42 | INTU | Intuit Inc | +0.1% | NEW | 新建倉 |
| 43 | FTNT | Fortinet Inc | +0.1% | NEW | 新建倉 |
| 44 | ✓ | Tidal Tr Ii | +0.1% | +369.24% | 加碼 |
| 45 | ✓ | Lightwave Acquisition CORP | +0.1% | NEW | 新建倉 |
| 46 | TSLL | Dirx Dly Tsla Bul 2x Etf-aui | +0.1% | NEW | 新建倉 |
| 47 | ✓ | Egh Acquisition CORP. | +0.1% | NEW | 新建倉 |
| 48 | TMO | Thermo Fisher Scientific Inc | +0.1% | NEW | 新建倉 |
| 49 | ✓ | +0.1% | NEW | 新建倉 | |
| 50 | DHR | Danaher CORP | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，StoneX Group Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$24.8億，共申報了 869 個公開持股部位。
在 Q2 2025 季度，StoneX Group Inc. 按市值排列的前三大核心持股分別為：IVV (5.5%)、VOO (5.4%)、IWD (3.2%)。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
ACWI
市值: US$3004.2萬
本季最大獲利了結 / 清倉標的
CNRG
前期市值: US$476.4萬
在 Q2 2025 季度中，StoneX Group Inc. 共進行了 200 項持倉異動，包含新建倉 122 個部位、加碼 42 個部位、減碼 25 個部位以及清倉 11 個部位。 其中最大新建倉標的為 ACWI。 本季清倉部位包含 CNRG。
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。