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: 0001875525
申報總市值
US$9.2億
US$9.2億
79 檔
11.6%
在 Q1 2025 的 13F 官方備案中，Strategic Planning Group, LLC 管理的美股投資組合規模來到 US$9.2億，整體持股檔數為 79 檔。
在 Q1 2025 期間，Strategic Planning Group, LLC 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 2 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 AAPL, AMZN, HYDB）累計市值佔比達 11.6%，是驅動 Strategic Planning Group, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 5.20% | -0.67% | +0.54% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.48% | -0.35% | -0.44% | |
| 3 | HYDB | Ishares High Yield Systemati | ETF-非投資等級債 | 4.21% | -0.04% | — | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.53% | +0.44% | -18.74% | |
| 5 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 3.44% | — | -3.65% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.35% | +0.40% | +15.03% | |
| 7 | EVTR | Eaton Vance Total Return | ETF-其他 | 3.35% | -0.02% | — | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.09% | -0.04% | +5.05% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.92% | -0.03% | +2.99% | |
| 10 | NFLX | Netflix Inc | 股票-通訊服務 | 2.74% | -0.72% | -17.64% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 2.69% | -0.81% | -10.66% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.69% | -0.78% | -1.45% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.60% | — | +17.59% | |
| 14 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 2.59% | -0.01% | -1.62% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.38% | — | +9.77% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 2.07% | -0.12% | -34.64% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.66% | -0.56% | -10.37% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.60% | -0.01% | +1.21% | |
| 19 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.49% | +0.39% | +3.07% | |
| 20 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.47% | +0.35% | -1.60% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.44% | — | -0.74% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.42% | -0.17% | -2.14% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.38% | — | -10.65% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 1.37% | — | -18.03% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.21% | +0.27% | +9.24% | |
| 26 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.19% | -0.33% | -6.74% | |
| 27 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 1.15% | — | +11.86% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.12% | — | +6.88% | |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.10% | -0.36% | +12.98% | |
| 30 | AMT | American Tower CORP | 股票-房地產 | 1.02% | — | +15.52% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.98% | -0.28% | +6.88% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事業 | 0.98% | -0.17% | +8.20% | |
| 33 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.97% | — | +11.84% | |
| 34 | NOC | Northrop Grumman CORP | 股票-工業 | 0.97% | -0.37% | +6.92% | |
| 35 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.96% | +0.16% | +0.32% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.91% | — | +24.38% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.90% | -0.01% | +6.93% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.90% | — | +26.48% | |
| 39 | INTU | Intuit Inc | 股票-科技 | 0.88% | -0.13% | +13.49% | |
| 40 | HON | Honeywell International Inc | 股票-工業 | 0.87% | — | +12.71% | |
| 41 | EOG | Eog Resources Inc | 股票-能源 | 0.87% | -0.02% | +6.52% | |
| 42 | PSX | Phillips 66 | 股票-能源 | 0.85% | — | +23.71% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.85% | — | -0.78% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.82% | — | -2.11% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.82% | — | +15.10% | |
| 46 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.81% | — | -26.92% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.81% | — | -0.26% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.79% | — | -5.63% | |
| 49 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.77% | — | +19.86% | |
| 50 | MMM | 3m Co | 股票-工業 | 0.77% | — | -6.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HYDB | Ishares High Yield Systemati | +4.2% | NEW | 新建倉 |
| 2 | EVTR | Eaton Vance Total Return | +3.4% | NEW | 新建倉 |
| 3 | RDVY | First Trust Rising Dividend | +0.5% | +17.59% | 加碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +1.21% | 加碼 |
| 5 | AMT | American Tower CORP | +0.3% | +15.52% | 加碼 |
| 6 | ABBV | Abbvie Inc | +0.3% | -0.74% | 減碼 |
| 7 | PSX | Phillips 66 | +0.3% | +23.71% | 加碼 |
| 8 | LLY | Eli Lilly & Co | +0.2% | +9.24% | 加碼 |
| 9 | PG | Procter & Gamble Co/the | +0.2% | +24.38% | 加碼 |
| 10 | NEE | Nextera Energy Inc | +0.2% | +26.48% | 加碼 |
| 11 | DUK | Duke Energy CORP | +0.2% | +8.20% | 加碼 |
| 12 | RTX | Rtx CORP | +0.2% | +6.88% | 加碼 |
| 13 | AMD | Advanced Micro Devices | +0.2% | +56.80% | 加碼 |
| 14 | ASML | ASML Holding N.V. | +0.2% | +38.62% | 加碼 |
| 15 | TRV | Travelers Cos Inc/the | +0.2% | +11.84% | 加碼 |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | +12.98% | 加碼 |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.2% | +11.86% | 加碼 |
| 18 | NOC | Northrop Grumman CORP | +0.2% | +6.92% | 加碼 |
| 19 | UNH | Unitedhealth Group Inc | +0.2% | +6.88% | 加碼 |
| 20 | DHR | Danaher CORP | +0.2% | +30.63% | 加碼 |
| 21 | MA | Mastercard Inc - A | +0.1% | +14.12% | 加碼 |
| 22 | TMO | Thermo Fisher Scientific Inc | +0.1% | +19.86% | 加碼 |
| 23 | VFLO | Victoryshares Free Cash Flow | +0.1% | -3.65% | 減碼 |
| 24 | CSCO | Cisco Systems Inc | 0% | -10.65% | 減碼 |
| 25 | PANW | Palo Alto Networks Inc | 0% | -1.60% | 減碼 |
| 26 | IBM | Intl Business Machines CORP | 0% | -18.03% | 減碼 |
| 27 | SCHG | Schwab US Large-cap Growth | 0% | +2.99% | 加碼 |
| 28 | USB | US Bancorp | -0.1% | -0.26% | 減碼 |
| 29 | ORCL | Oracle CORP | -0.1% | +2.33% | 加碼 |
| 30 | ISRG | Intuitive Surgical Inc | -0.1% | -6.74% | 減碼 |
| 31 | COIN | Coinbase Global Inc -class A | -0.1% | +12.42% | 加碼 |
| 32 | META | Meta Platforms Inc-class A | -0.1% | -10.37% | 減碼 |
| 33 | JGRO | Jpmorgan Active Growth ETF | -0.1% | -1.62% | 減碼 |
| 34 | FVD | First Trust Value Line Dvd | -0.1% | -69.65% | 減碼 |
| 35 | QQQM | Invesco Nasdaq 100 ETF | -0.2% | -57.36% | 減碼 |
| 36 | CRM | Salesforce Inc | -0.2% | -5.63% | 減碼 |
| 37 | WMT | Walmart Inc | -0.2% | -10.66% | 減碼 |
| 38 | NET | Cloudflare Inc - Class A | -0.2% | -31.58% | 減碼 |
| 39 | JAVA | Jpmorgan Active Value ETF | -0.2% | -43.09% | 減碼 |
| 40 | NFLX | Netflix Inc | -0.2% | -17.64% | 減碼 |
| 41 | AAPL | Apple Inc | -0.3% | +0.54% | 加碼 |
| 42 | GOOG | Alphabet Inc-cl C | -0.3% | +5.05% | 加碼 |
| 43 | FIX | Comfort Systems USA Inc | -0.3% | +3.07% | 加碼 |
| 44 | SHOP | Shopify Inc - Class A | -0.4% | -26.92% | 減碼 |
| 45 | AVGO | Broadcom Inc | -0.4% | -13.76% | 減碼 |
| 46 | AMZN | Amazon.com Inc | -0.4% | -0.44% | 減碼 |
| 47 | NVDA | Nvidia CORP | -1.5% | -18.74% | 減碼 |
| 48 | TSLA | Tesla Inc | -2.6% | -34.64% | 減碼 |
| 49 | NFLT | Virtus Newfleet Multi-sector | -2.8% | EXIT | 清倉 |
| 50 | YLD | Principal Act Hi Yld ETF | -3.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Strategic Planning Group, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$9.2億，共申報了 79 個公開持股部位。
在 Q1 2025 季度，Strategic Planning Group, LLC 按市值排列的前三大核心持股分別為：AAPL (5.2%)、AMZN (4.5%)、HYDB (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.2% 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
HYDB
市值: US$2150.6萬
本季最大獲利了結 / 清倉標的
YLD
前期市值: US$2016.1萬
在 Q1 2025 季度中，Strategic Planning Group, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 25 個部位、減碼 21 個部位以及清倉 2 個部位。 其中最大新建倉標的為 HYDB。 本季清倉部位包含 YLD。
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。