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: 0001802365
申報總市值
US$8.2億
US$8.2億
130 檔
36.3%
Q3 2025 季度申報顯示，Strategic Wealth Investment Group, LLC 揭露的美股組合總市值為 US$8.2億，涵蓋 130 個不同之權益投資部位。
觀察 Q3 2025 的申報異動，Strategic Wealth Investment Group, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 50 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 SPTI, BCUS, VCIT）占據了總市值的 36.3%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
BX
市值: US$1362.4萬
| # | 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 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 8.10% | -0.28% | +4104.66% | |
| 2 | BCUS | Bancreek U.s. Large Cap ETF | ETF-大型股與成長 | 4.77% | +0.07% | +2712.35% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 4.41% | +1.29% | +3236.69% | |
| 4 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 3.98% | -0.97% | +1792.41% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.93% | +0.24% | +2126.62% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | -0.58% | +1486.78% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.71% | -0.33% | +1613.46% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.17% | +0.03% | +1242.49% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.83% | +0.16% | +1269.94% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.74% | +0.01% | +1112.55% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.71% | -0.25% | +1304.59% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.67% | -0.10% | +1471.55% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.57% | -0.25% | +2742.71% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.53% | -0.04% | +149.80% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.02% | -0.32% | +1421.61% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.77% | -0.71% | +2864.15% | |
| 17 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.70% | -1.95% | +3726.63% | |
| 18 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.67% | -0.05% | +1507.90% | |
| 19 | HUBB | Hubbell Inc | 股票-工業 | 1.63% | -0.35% | +1756.47% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.61% | +0.20% | +904.59% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.59% | -0.04% | +1397.49% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.59% | -0.31% | +2272.52% | |
| 23 | UBER | Uber Technologies Inc | 股票-工業 | 1.50% | -0.15% | +992.74% | |
| 24 | BCIL | Bancreek Interl Larg ETF | ETF-其他 | 1.38% | +0.48% | +5143.10% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.38% | -0.05% | +1071.90% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.37% | -0.33% | +1386.76% | |
| 27 | AXP | American Express Co | 股票-金融 | 1.32% | -0.27% | +1304.02% | |
| 28 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.30% | -0.02% | +1414.26% | |
| 29 | LIN | Linde plc | 股票-原物料 | 1.30% | -0.11% | +1080.77% | |
| 30 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.29% | -1.20% | EXIT | |
| 31 | DHR | Danaher CORP | 股票-醫療保健 | 1.28% | -0.36% | +1141.27% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.24% | -0.07% | +2570.81% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.17% | +0.13% | +2653.39% | |
| 34 | BA | Boeing Co/the | 股票-工業 | 1.16% | +0.05% | +1108.96% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.15% | -0.04% | +2262.66% | |
| 36 | BX | Blackstone Inc | 股票-金融 | 1.15% | +0.22% | +664433.33% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.14% | -0.23% | +1283.95% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.13% | +0.11% | +1454.18% | |
| 39 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.09% | +0.15% | — | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 1.04% | +0.16% | +2789.07% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事業 | 1.02% | -0.52% | +2580.09% | |
| 42 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.95% | -0.37% | +2134.49% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.87% | -0.02% | +1264.21% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.86% | +0.66% | +1984.82% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.77% | -0.78% | +1693.83% | |
| 46 | NFLX | Netflix Inc | 股票-通訊服務 | 0.73% | +0.31% | +7942.22% | |
| 47 | WM | Waste Management Inc | 股票-工業 | 0.70% | -0.23% | +2793.05% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.48% | +1.34% | — | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | -0.19% | — | |
| 50 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.34% | +0.01% | +1744.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPTI | Ss Spdr P Int Term Tsy ETF | +4.8% | +4104.66% | 加碼 |
| 2 | BCUS | Bancreek U.s. Large Cap ETF | +2.2% | +2712.35% | 加碼 |
| 3 | VCIT | Vanguard Int-term Corporate | +2% | +3236.69% | 加碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.4% | +2126.62% | 加碼 |
| 5 | GLD | Spdr Gold Shares | +1.1% | +2742.71% | 加碼 |
| 6 | BCIL | Bancreek Interl Larg ETF | +0.9% | +5143.10% | 加碼 |
| 7 | ANGL | Vaneck Fallen Angel High Yld | +0.9% | +3726.63% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.8% | +1269.94% | 加碼 |
| 9 | VNQ | Vanguard Real Estate ETF | +0.6% | +2864.15% | 加碼 |
| 10 | VYMI | Vanguard Int High Dvd Yld In | +0.5% | +2570.81% | 加碼 |
| 11 | IBM | Intl Business Machines CORP | +0.4% | +2789.07% | 加碼 |
| 12 | ABBV | Abbvie Inc | +0.4% | +2262.66% | 加碼 |
| 13 | HUBB | Hubbell Inc | +0.3% | +1756.47% | 加碼 |
| 14 | DUK | Duke Energy CORP | +0.3% | +2580.09% | 加碼 |
| 15 | LLY | Eli Lilly & Co | +0.3% | +2653.39% | 加碼 |
| 16 | MSFT | Microsoft CORP | +0.3% | +1486.78% | 加碼 |
| 17 | GS | Goldman Sachs Group Inc | +0.2% | +1507.90% | 加碼 |
| 18 | WM | Waste Management Inc | +0.2% | +2793.05% | 加碼 |
| 19 | CRM | Salesforce Inc | +0.2% | +2272.52% | 加碼 |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +1984.82% | 加碼 |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | +1792.41% | 加碼 |
| 22 | IXC | Ishares Global Energy ETF | +0.2% | +2134.49% | 加碼 |
| 23 | AMZN | Amazon.com Inc | +0.2% | +1613.46% | 加碼 |
| 24 | NVDA | Nvidia CORP | +0.1% | +1112.55% | 加碼 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +1471.55% | 加碼 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | — | +1264.21% | 加碼 |
| 27 | PFF | Ishares Preferred & Income S | — | +1693.83% | 加碼 |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +1304.59% | 加碼 |
| 29 | AXP | American Express Co | -0.2% | +1304.02% | 加碼 |
| 30 | ORLY | O'reilly Automotive Inc | -0.2% | +1414.26% | 加碼 |
| 31 | JNJ | Johnson & Johnson | -0.3% | +1386.76% | 加碼 |
| 32 | COST | Costco Wholesale CORP | -0.4% | +1454.18% | 加碼 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.4% | +904.59% | 加碼 |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.4% | +1421.61% | 加碼 |
| 35 | BA | Boeing Co/the | -0.5% | +1108.96% | 加碼 |
| 36 | PEP | Pepsico Inc | -0.5% | +1283.95% | 加碼 |
| 37 | UBER | Uber Technologies Inc | -0.6% | +992.74% | 加碼 |
| 38 | V | Visa Inc-class A Shares | -0.6% | +1397.49% | 加碼 |
| 39 | AAPL | Apple Inc | -0.7% | +1242.49% | 加碼 |
| 40 | LIN | Linde plc | -0.8% | +1080.77% | 加碼 |
| 41 | DHR | Danaher CORP | -0.8% | +1141.27% | 加碼 |
| 42 | MRSH | Marsh & Mclennan Cos | -0.9% | +1251.75% | 加碼 |
| 43 | PG | Procter & Gamble Co/the | -1.2% | +1071.90% | 加碼 |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -17.4% | +149.80% | 加碼 |
| 45 | BX | Blackstone Inc | — | NEW | 新建倉 |
| 46 | BSX | Boston Scientific CORP | — | NEW | 新建倉 |
| 47 | NFLX | Netflix Inc | — | NEW | 新建倉 |
| 48 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | 新建倉 |
| 49 | XOM | Exxon Mobil CORP | — | NEW | 新建倉 |
| 50 | GLTR | Abrdn Precious Metals Basket | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Strategic Wealth Investment Group, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$8.2億，共申報了 130 個公開持股部位。
在 Q3 2025 季度，Strategic Wealth Investment Group, LLC 按市值排列的前三大核心持股分別為：SPTI (8.1%)、BCUS (4.8%)、VCIT (4.4%)。其中最大持股部位 SPTI 佔據整體投資組合約 8.1% 的權重。
在 Q3 2025 季度中，Strategic Wealth Investment Group, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 44 個部位、減碼 0 個部位以及清倉 0 個部位。 其中最大新建倉標的為 BX。
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。