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
77 檔
14.9%
在 Q2 2025 申報期間，Strategic Planning Group, LLC（CIK: 0001875525）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$9.2億，共持有 77 個公開申報部位。
Strategic Planning Group, LLC 於 Q2 2025 展現出進攻型調倉步調，本季推動了 3 檔股票的新建倉與 39 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 NVDA, AMZN, AAPL）累計市值佔比達 14.9%，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 | NVDA | Nvidia CORP | 股票-科技 | 5.03% | +0.44% | +17.85% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.80% | -0.35% | +11.94% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.56% | -0.67% | +14.41% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.98% | +0.40% | +8.30% | |
| 5 | HYDB | Ishares High Yield Systemati | ETF-非投資等級債 | 3.83% | -0.04% | +8.65% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.50% | -0.04% | +20.23% | |
| 7 | NFLX | Netflix Inc | 股票-通訊服務 | 3.37% | -0.72% | +3.37% | |
| 8 | EVTR | Eaton Vance Total Return | ETF-其他 | 3.01% | -0.02% | +7.75% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.96% | -0.03% | +4.90% | |
| 10 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 2.85% | — | -3.09% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 2.78% | -0.12% | +31.90% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 2.61% | -0.81% | +5.26% | |
| 13 | FIX | Comfort Systems USA Inc | 股票-工業 | 2.50% | +0.39% | +21.76% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.44% | -0.78% | +4.51% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.38% | — | +2.63% | |
| 16 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 2.30% | -0.01% | -7.98% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.05% | -0.56% | +15.90% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.53% | +0.35% | +5.15% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | -0.17% | +4.73% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.41% | — | +4.48% | |
| 21 | OKLO | Oklo Inc | 股票-公用事業 | 1.39% | — | +26.69% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | — | +5.19% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | -0.01% | +3.64% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.24% | +0.23% | +22.64% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 1.24% | +0.02% | — | |
| 26 | NET | Cloudflare Inc - Class A | 股票-科技 | 1.20% | — | +10.81% | |
| 27 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.15% | -0.33% | +5.83% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 1.06% | -0.09% | +6.79% | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.05% | — | +2.93% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.05% | — | +18.37% | |
| 31 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.03% | +0.16% | +4.06% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.02% | -0.01% | +3.51% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.99% | +1.15% | +16.43% | |
| 34 | INTU | Intuit Inc | 股票-科技 | 0.98% | -0.13% | +4.27% | |
| 35 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.97% | — | +0.99% | |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.95% | -0.36% | +2.98% | |
| 37 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.94% | — | +24.73% | |
| 38 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.94% | — | +15.13% | |
| 39 | RTX | Rtx CORP | 股票-工業 | 0.93% | -0.28% | +4.13% | |
| 40 | AMT | American Tower CORP | 股票-房地產 | 0.90% | — | +3.87% | |
| 41 | USB | US Bancorp | 股票-金融 | 0.89% | — | +24.06% | |
| 42 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.89% | +0.03% | NEW | |
| 43 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.89% | -0.35% | +3.24% | |
| 44 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.86% | — | +4.60% | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.85% | +1.08% | +12.54% | |
| 46 | HON | Honeywell International Inc | 股票-工業 | 0.84% | — | +5.42% | |
| 47 | DUK | Duke Energy CORP | 股票-公用事業 | 0.82% | -0.17% | +4.68% | |
| 48 | NOC | Northrop Grumman CORP | 股票-工業 | 0.82% | -0.37% | +4.10% | |
| 49 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.78% | -0.21% | +6.33% | |
| 50 | PSX | Phillips 66 | 股票-能源 | 0.76% | — | +10.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +17.85% | 加碼 |
| 2 | MS | Morgan Stanley | +1.2% | NEW | 新建倉 |
| 3 | FIX | Comfort Systems USA Inc | +1% | +21.76% | 加碼 |
| 4 | HCA | Hca Healthcare Inc | +0.9% | NEW | 新建倉 |
| 5 | OKLO | Oklo Inc | +0.9% | +26.69% | 加碼 |
| 6 | SO | Southern Co/the | +0.7% | NEW | 新建倉 |
| 7 | TSLA | Tesla Inc | +0.7% | +31.90% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.6% | +8.30% | 加碼 |
| 9 | NFLX | Netflix Inc | +0.6% | +3.37% | 加碼 |
| 10 | BAC | Bank Of America CORP | +0.5% | +1218.40% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.5% | +22.64% | 加碼 |
| 12 | COIN | Coinbase Global Inc -class A | +0.5% | +24.73% | 加碼 |
| 13 | NET | Cloudflare Inc - Class A | +0.5% | +10.81% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.4% | +20.23% | 加碼 |
| 15 | META | Meta Platforms Inc-class A | +0.4% | +15.90% | 加碼 |
| 16 | AMZN | Amazon.com Inc | +0.3% | +11.94% | 加碼 |
| 17 | ORCL | Oracle CORP | +0.3% | +6.79% | 加碼 |
| 18 | WFC | Wells Fargo & Co | +0.3% | +724.01% | 加碼 |
| 19 | AMD | Advanced Micro Devices | +0.3% | +16.43% | 加碼 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.3% | +3.24% | 加碼 |
| 21 | GS | Goldman Sachs Group Inc | +0.2% | +18.37% | 加碼 |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +2.93% | 加碼 |
| 23 | BWXT | Bwx Technologies Inc | +0.2% | +6.33% | 加碼 |
| 24 | SHOP | Shopify Inc - Class A | +0.1% | +15.13% | 加碼 |
| 25 | JNJ | Johnson & Johnson | +0.1% | +3.51% | 加碼 |
| 26 | INTU | Intuit Inc | +0.1% | +4.27% | 加碼 |
| 27 | ASML | ASML Holding N.V. | +0.1% | +12.54% | 加碼 |
| 28 | DKNG | Draftkings Inc-cl A | +0.1% | +9.68% | 加碼 |
| 29 | USB | US Bancorp | +0.1% | +24.06% | 加碼 |
| 30 | VEEV | Veeva Systems Inc-class A | +0.1% | +4.06% | 加碼 |
| 31 | PANW | Palo Alto Networks Inc | +0.1% | +5.15% | 加碼 |
| 32 | SCHG | Schwab US Large-cap Growth | 0% | +4.90% | 加碼 |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +4.73% | 加碼 |
| 34 | IBM | Intl Business Machines CORP | 0% | +4.48% | 加碼 |
| 35 | CSCO | Cisco Systems Inc | 0% | +5.19% | 加碼 |
| 36 | ISRG | Intuitive Surgical Inc | 0% | +5.83% | 加碼 |
| 37 | WMT | Walmart Inc | -0.1% | +5.26% | 加碼 |
| 38 | RDVY | First Trust Rising Dividend | -0.2% | +2.63% | 加碼 |
| 39 | COST | Costco Wholesale CORP | -0.3% | +4.51% | 加碼 |
| 40 | JGRO | Jpmorgan Active Growth ETF | -0.3% | -7.98% | 減碼 |
| 41 | EVTR | Eaton Vance Total Return | -0.3% | +7.75% | 加碼 |
| 42 | HYDB | Ishares High Yield Systemati | -0.4% | +8.65% | 加碼 |
| 43 | AAPL | Apple Inc | -0.6% | +14.41% | 加碼 |
| 44 | TMO | Thermo Fisher Scientific Inc | -0.7% | -92.27% | 減碼 |
| 45 | DHR | Danaher CORP | -0.8% | EXIT | 清倉 |
| 46 | NEE | Nextera Energy Inc | -0.9% | EXIT | 清倉 |
| 47 | UNH | Unitedhealth Group Inc | -1.1% | EXIT | 清倉 |
| 48 | LLY | Eli Lilly & Co | -1.2% | -93.94% | 減碼 |
| 49 | ABBV | Abbvie Inc | -1.4% | EXIT | 清倉 |
| 50 | AVUV | Avantis US Small Cap Value | -2.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Strategic Planning Group, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$9.2億，共申報了 77 個公開持股部位。
在 Q2 2025 季度，Strategic Planning Group, LLC 按市值排列的前三大核心持股分別為：NVDA (5.0%)、AMZN (4.8%)、AAPL (4.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.0% 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
MS
市值: US$761.1萬
本季最大獲利了結 / 清倉標的
AVUV
前期市值: US$1218.0萬
在 Q2 2025 季度中，Strategic Planning Group, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 39 個部位、減碼 3 個部位以及清倉 5 個部位。 其中最大新建倉標的為 MS。 本季清倉部位包含 AVUV。
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。