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
73 檔
21.4%
Strategic Planning Group, LLC 在 Q4 2025 季度的美股部位總計估值為 US$9.2億，分散於 73 個持倉標的之中，反映其市場參與廣度與投資規模。
Q4 2025 數據顯示 Strategic Planning Group, LLC 積極進場，新開立 1 個部位並同步加碼 41 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Strategic Planning Group, LLC 的前 5 大核心持股（包含 AAPL, GOOG, AMZN 等）合計佔整體申報市值的 21.4%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 6.08% | -0.67% | +2.30% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.71% | -0.04% | -6.68% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.79% | -0.35% | +5.07% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.59% | +0.44% | +3.91% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.14% | +0.40% | +6.10% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 3.90% | -0.12% | -0.29% | |
| 7 | HYDB | Ishares High Yield Systemati | ETF-非投資等級債 | 3.46% | -0.04% | +5.13% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 3.38% | -0.81% | +4.41% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.84% | -0.78% | +9.80% | |
| 10 | EVTR | Eaton Vance Total Return | ETF-其他 | 2.80% | -0.02% | +5.45% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.58% | -0.56% | +10.33% | |
| 12 | FIX | Comfort Systems USA Inc | 股票-工業 | 2.24% | +0.39% | -2.14% | |
| 13 | SCIO | Ft Struct Credit Inc Opp ETF | ETF-其他 | 2.11% | -0.43% | +7.49% | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 1.83% | -0.72% | +987.64% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 1.73% | +0.02% | +5.96% | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.72% | — | +7.11% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | -0.17% | +5.18% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.69% | — | +4.32% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.67% | — | +4.52% | |
| 20 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.66% | +0.35% | +5.63% | |
| 21 | RTX | Rtx CORP | 股票-工業 | 1.64% | -0.28% | +6.21% | |
| 22 | USB | US Bancorp | 股票-金融 | 1.61% | — | +7.61% | |
| 23 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.32% | +0.03% | NEW | |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.25% | -0.36% | +7.13% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 1.24% | +1.15% | -1.17% | |
| 26 | ASML | ASML Holding N.V. | 股票-科技 | 1.23% | +1.08% | +1.21% | |
| 27 | NEM | Newmont CORP | 股票-原物料 | 1.21% | -0.44% | +2.12% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 1.19% | +0.23% | +1.88% | |
| 29 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.16% | — | +4.70% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.12% | +0.27% | — | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.12% | -0.01% | +7.21% | |
| 32 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.10% | -0.35% | +6.21% | |
| 33 | GE | General Electric | 股票-工業 | 1.08% | +0.15% | +8.34% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 1.08% | -0.09% | +36.82% | |
| 35 | NET | Cloudflare Inc - Class A | 股票-科技 | 1.04% | — | +6.75% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.04% | — | +5.41% | |
| 37 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.02% | — | +9.43% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 1.01% | — | +9.43% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 0.97% | — | +8.46% | |
| 40 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.97% | — | +32.15% | |
| 41 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.97% | -0.33% | -39.85% | |
| 42 | NOC | Northrop Grumman CORP | 股票-工業 | 0.96% | -0.37% | +9.12% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.94% | -0.13% | +12.77% | |
| 44 | DUK | Duke Energy CORP | 股票-公用事業 | 0.93% | -0.17% | +10.69% | |
| 45 | OKLO | Oklo Inc | 股票-公用事業 | 0.91% | — | -3.17% | |
| 46 | EOG | Eog Resources Inc | 股票-能源 | 0.89% | -0.02% | +17.80% | |
| 47 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.85% | -0.21% | +4.70% | |
| 48 | TT | Trane Technologies plc | 股票-工業 | 0.84% | -0.05% | +12.28% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.83% | — | +6.06% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.81% | — | +7.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | -6.68% | 減碼 |
| 2 | AMD | Advanced Micro Devices | +0.3% | -1.17% | 減碼 |
| 3 | AAPL | Apple Inc | +0.2% | +2.30% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.2% | +5.07% | 加碼 |
| 5 | WMT | Walmart Inc | +0.2% | +4.41% | 加碼 |
| 6 | MS | Morgan Stanley | +0.2% | +5.96% | 加碼 |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | +7.11% | 加碼 |
| 8 | USB | US Bancorp | +0.2% | +7.61% | 加碼 |
| 9 | TTWO | Take-two Interactive Softwre | +0.2% | +32.15% | 加碼 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +4.52% | 加碼 |
| 11 | RTX | Rtx CORP | +0.2% | +6.21% | 加碼 |
| 12 | NEM | Newmont CORP | +0.2% | +2.12% | 加碼 |
| 13 | CRM | Salesforce Inc | +0.2% | +9.43% | 加碼 |
| 14 | FIX | Comfort Systems USA Inc | +0.1% | -2.14% | 減碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +7.21% | 加碼 |
| 16 | HCA | Hca Healthcare Inc | +0.1% | +3.89% | 加碼 |
| 17 | WFC | Wells Fargo & Co | +0.1% | +7.88% | 加碼 |
| 18 | AXP | American Express Co | +0.1% | +6.06% | 加碼 |
| 19 | SHOP | Shopify Inc - Class A | +0.1% | +4.70% | 加碼 |
| 20 | TRV | Travelers Cos Inc/the | +0.1% | +9.43% | 加碼 |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +4.32% | 加碼 |
| 22 | ASML | ASML Holding N.V. | +0.1% | +1.21% | 加碼 |
| 23 | BAC | Bank Of America CORP | +0.1% | +7.72% | 加碼 |
| 24 | BSX | Boston Scientific CORP | +0.1% | +18.56% | 加碼 |
| 25 | GE | General Electric | +0.1% | +8.34% | 加碼 |
| 26 | SCIO | Ft Struct Credit Inc Opp ETF | +0.1% | +7.49% | 加碼 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +5.18% | 加碼 |
| 28 | EOG | Eog Resources Inc | 0% | +17.80% | 加碼 |
| 29 | INTU | Intuit Inc | 0% | +12.77% | 加碼 |
| 30 | MA | Mastercard Inc - A | 0% | +11.04% | 加碼 |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +7.13% | 加碼 |
| 32 | AVGO | Broadcom Inc | 0% | +1.88% | 加碼 |
| 33 | LOW | Lowe's Cos Inc | 0% | +12.32% | 加碼 |
| 34 | EVTR | Eaton Vance Total Return | 0% | +5.45% | 加碼 |
| 35 | DUK | Duke Energy CORP | — | +10.69% | 加碼 |
| 36 | HYDB | Ishares High Yield Systemati | 0% | +5.13% | 加碼 |
| 37 | NVDA | Nvidia CORP | -0.1% | +3.91% | 加碼 |
| 38 | COST | Costco Wholesale CORP | -0.1% | +9.80% | 加碼 |
| 39 | ORCL | Oracle CORP | -0.1% | +36.82% | 加碼 |
| 40 | IONQ | Ionq Inc | -0.2% | +17.68% | 加碼 |
| 41 | PANW | Palo Alto Networks Inc | -0.2% | +5.63% | 加碼 |
| 42 | VEEV | Veeva Systems Inc-class A | -0.2% | +12.01% | 加碼 |
| 43 | COIN | Coinbase Global Inc -class A | -0.3% | +9.72% | 加碼 |
| 44 | ISRG | Intuitive Surgical Inc | -0.4% | -39.85% | 減碼 |
| 45 | NFLX | Netflix Inc | -0.4% | +987.64% | 加碼 |
| 46 | SCHG | Schwab US Large-cap Growth | -0.6% | -82.87% | 減碼 |
| 47 | OKLO | Oklo Inc | -0.6% | -3.17% | 減碼 |
| 48 | LLY | Eli Lilly & Co | — | NEW | 新建倉 |
| 49 | AMT | American Tower CORP | — | EXIT | 清倉 |
| 50 | DKNG | Draftkings Inc-cl A | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Strategic Planning Group, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$9.2億，共申報了 73 個公開持股部位。
在 Q4 2025 季度，Strategic Planning Group, LLC 按市值排列的前三大核心持股分別為：AAPL (6.1%)、GOOG (5.7%)、AMZN (4.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.1% 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
LLY
市值: US$873.9萬
本季最大獲利了結 / 清倉標的
AMT
前期市值: US$634.8萬
在 Q4 2025 季度中，Strategic Planning Group, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 41 個部位、減碼 6 個部位以及清倉 2 個部位。 其中最大新建倉標的為 LLY。 本季清倉部位包含 AMT。
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。