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
93 檔
24.4%
在 Q4 2025 的 13F 官方備案中，Strategic Wealth Investment Group, LLC 管理的美股投資組合規模來到 US$8.2億，整體持股檔數為 93 檔。
從 Q4 2025 申報觀察，Strategic Wealth Investment Group, LLC 採取防禦導向的調倉策略，本季減碼 47 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Strategic Wealth Investment Group, LLC 的前 5 大核心持股（包含 SPTI, VCIT, BCUS 等）合計佔整體申報市值的 24.4%，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 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 7.79% | -0.28% | -34.03% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 4.87% | +1.29% | -23.97% | |
| 3 | BCUS | Bancreek U.s. Large Cap ETF | ETF-大型股與成長 | 4.44% | +0.07% | -35.31% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.03% | -0.33% | -29.19% | |
| 5 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 3.59% | -0.97% | -37.11% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | -0.58% | -31.87% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.38% | +0.03% | -31.61% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.99% | +0.16% | -31.05% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.95% | +0.24% | -49.85% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.78% | -0.10% | -30.13% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.72% | +0.01% | -31.93% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.55% | -0.25% | -28.19% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.47% | -0.32% | -29.92% | |
| 14 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.43% | -0.25% | -41.95% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.01% | +0.20% | -33.77% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.93% | -0.71% | -22.87% | |
| 17 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.91% | -1.95% | -22.35% | |
| 18 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.88% | -0.05% | -29.97% | |
| 19 | CRM | Salesforce Inc | 股票-科技 | 1.86% | -0.31% | -28.23% | |
| 20 | HUBB | Hubbell Inc | 股票-工業 | 1.79% | -0.35% | -27.24% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.70% | -0.04% | -28.89% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.67% | -0.04% | -54.70% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.63% | +0.13% | -32.52% | |
| 24 | BCIL | Bancreek Interl Larg ETF | ETF-其他 | 1.59% | +0.48% | -18.55% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.53% | -0.33% | -31.48% | |
| 26 | DHR | Danaher CORP | 股票-醫療保健 | 1.49% | -0.36% | -30.99% | |
| 27 | AXP | American Express Co | 股票-金融 | 1.48% | -0.27% | -31.17% | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.44% | -0.07% | -25.16% | |
| 29 | UBER | Uber Technologies Inc | 股票-工業 | 1.29% | -0.15% | -29.36% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.25% | -0.05% | -33.37% | |
| 31 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.22% | -1.20% | EXIT | |
| 32 | BA | Boeing Co/the | 股票-工業 | 1.22% | +0.05% | -28.78% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.20% | -0.23% | -29.19% | |
| 34 | LIN | Linde plc | 股票-原物料 | 1.20% | -0.11% | -29.35% | |
| 35 | BX | Blackstone Inc | 股票-金融 | 1.19% | +0.22% | -20.91% | |
| 36 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.19% | +0.15% | -23.51% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.18% | -0.04% | -28.56% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 1.16% | +0.16% | -26.77% | |
| 39 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.15% | -0.02% | -28.32% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.09% | +0.11% | -29.34% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事業 | 1.07% | -0.52% | -23.60% | |
| 42 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.94% | -0.37% | -32.04% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | -0.02% | -32.14% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.82% | -0.78% | -25.06% | |
| 45 | WM | Waste Management Inc | 股票-工業 | 0.76% | -0.23% | -25.19% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.68% | +0.66% | +10.93% | |
| 47 | NFLX | Netflix Inc | 股票-通訊服務 | 0.65% | +0.31% | +685.05% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.61% | +1.34% | -15.36% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | -0.19% | -12.33% | |
| 50 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.31% | +0.01% | -49.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | +0.5% | -23.97% | 減碼 |
| 2 | TMO | Thermo Fisher Scientific Inc | +0.5% | -29.92% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -33.77% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.3% | -29.19% | 減碼 |
| 5 | CRM | Salesforce Inc | +0.3% | -28.23% | 減碼 |
| 6 | AAPL | Apple Inc | +0.2% | -31.61% | 減碼 |
| 7 | ANGL | Vaneck Fallen Angel High Yld | +0.2% | -22.35% | 減碼 |
| 8 | GS | Goldman Sachs Group Inc | +0.2% | -29.97% | 減碼 |
| 9 | BCIL | Bancreek Interl Larg ETF | +0.2% | -18.55% | 減碼 |
| 10 | DHR | Danaher CORP | +0.2% | -30.99% | 減碼 |
| 11 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | -25.16% | 減碼 |
| 12 | AVGO | Broadcom Inc | +0.2% | -31.05% | 減碼 |
| 13 | VNQ | Vanguard Real Estate ETF | +0.2% | -22.87% | 減碼 |
| 14 | HUBB | Hubbell Inc | +0.2% | -27.24% | 減碼 |
| 15 | JNJ | Johnson & Johnson | +0.2% | -31.48% | 減碼 |
| 16 | AXP | American Express Co | +0.2% | -31.17% | 減碼 |
| 17 | IBM | Intl Business Machines CORP | +0.1% | -26.77% | 減碼 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -30.13% | 減碼 |
| 19 | V | Visa Inc-class A Shares | +0.1% | -28.89% | 減碼 |
| 20 | BSX | Boston Scientific CORP | +0.1% | -23.51% | 減碼 |
| 21 | BA | Boeing Co/the | +0.1% | -28.78% | 減碼 |
| 22 | PEP | Pepsico Inc | +0.1% | -29.19% | 減碼 |
| 23 | WM | Waste Management Inc | +0.1% | -25.19% | 減碼 |
| 24 | DUK | Duke Energy CORP | +0.1% | -23.60% | 減碼 |
| 25 | PFF | Ishares Preferred & Income S | +0.1% | -25.06% | 減碼 |
| 26 | BX | Blackstone Inc | 0% | -20.91% | 減碼 |
| 27 | ABBV | Abbvie Inc | 0% | -28.56% | 減碼 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | -32.14% | 減碼 |
| 29 | IXC | Ishares Global Energy ETF | 0% | -32.04% | 減碼 |
| 30 | NVDA | Nvidia CORP | 0% | -31.93% | 減碼 |
| 31 | GLTR | Abrdn Precious Metals Basket | 0% | -49.69% | 減碼 |
| 32 | COST | Costco Wholesale CORP | 0% | -29.34% | 減碼 |
| 33 | BLOK | Amplify Blockchain Tech ETF | 0% | -32.20% | 減碼 |
| 34 | MRSH | Marsh & Mclennan Cos | -0.1% | -29.75% | 減碼 |
| 35 | NFLX | Netflix Inc | -0.1% | +685.05% | 加碼 |
| 36 | LIN | Linde plc | -0.1% | -29.35% | 減碼 |
| 37 | PG | Procter & Gamble Co/the | -0.1% | -33.37% | 減碼 |
| 38 | GLD | Spdr Gold Shares | -0.1% | -41.95% | 減碼 |
| 39 | ORLY | O'reilly Automotive Inc | -0.2% | -28.32% | 減碼 |
| 40 | META | Meta Platforms Inc-class A | -0.2% | -28.19% | 減碼 |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.2% | +10.93% | 加碼 |
| 42 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -82.17% | 減碼 |
| 43 | UBER | Uber Technologies Inc | -0.2% | -29.36% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.3% | -31.87% | 減碼 |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.3% | -34.03% | 減碼 |
| 46 | BCUS | Bancreek U.s. Large Cap ETF | -0.3% | -35.31% | 減碼 |
| 47 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.4% | -37.11% | 減碼 |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.9% | -54.70% | 減碼 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1% | -49.85% | 減碼 |
| 50 | ROPE | Coastal Compass 100 ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Strategic Wealth Investment Group, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$8.2億，共申報了 93 個公開持股部位。
在 Q4 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 (7.8%)、VCIT (4.9%)、BCUS (4.4%)。其中最大持股部位 SPTI 佔據整體投資組合約 7.8% 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
ROPE
市值: US$207.9萬
本季最大獲利了結 / 清倉標的
SPTI
前期市值: US$9629.7萬
在 Q4 2025 季度中，Strategic Wealth Investment Group, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 2 個部位、減碼 47 個部位以及清倉 0 個部位。 其中最大新建倉標的為 ROPE。
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。