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: 0001720777
申報總市值
US$16.2億
US$16.2億
1458 檔
18.5%
截至 Q4 2025 季度末，Strategic Wealth Partners, Ltd. 的美股持倉估值約為 US$16.2億，全數申報部位共有 1458 檔。
Strategic Wealth Partners, Ltd. 在 Q4 2025 進行了結構性的板塊輪動與部位換股。在開立 9 個全新部位及加碼 91 檔持股的同時，亦同步清倉 3 檔並減碼 96 檔標的。
整體而言，Strategic Wealth Partners, Ltd. 的前 5 大持股（包含 SWP, MBB, MSFT）貢獻了組合市值的 18.5%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 1458 檔）
| # | 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 | SWP | Swp Growth & Income ETF | ETF-其他 | 9.00% | -0.11% | +36.24% | |
| 2 | MBB | Ishares Mbs ETF | ETF-其他 | 3.05% | -0.17% | +11.75% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | -0.10% | -6.68% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.75% | +0.11% | -10.70% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.75% | +0.15% | -3.90% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.52% | -0.12% | +13.67% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.49% | -0.09% | +9.19% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.02% | +0.27% | -6.12% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.89% | -0.10% | +13.76% | |
| 10 | PID | Invesco International Divide | ETF-其他 | 1.60% | -0.14% | +10.83% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 1.50% | +0.06% | +64.07% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.45% | +0.21% | +15.74% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.40% | -0.08% | +14.02% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | +0.06% | +18.67% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.37% | +0.33% | +231.53% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | +0.03% | +2.64% | |
| 17 | JEF | Jefferies Financial Group In | 股票-金融 | 1.19% | -0.06% | +42.48% | |
| 18 | PLD | Prologis Inc | 股票-房地產 | 1.18% | -0.02% | +38.23% | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.16% | -0.05% | +14.32% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 1.06% | -0.10% | +4.92% | |
| 21 | AZN | AstraZeneca PLC | 股票-醫療保健 | 1.04% | -0.09% | — | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.98% | +0.10% | +0.18% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.98% | +0.04% | +3.19% | |
| 24 | PM | Philip Morris International | 股票-非循環性消費 | 0.96% | +0.05% | +3.95% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.96% | +0.05% | +1.02% | |
| 26 | FLS | Flowserve CORP | 股票-工業 | 0.95% | -0.76% | +15.40% | |
| 27 | MDT | Medtronic plc | 股票-醫療保健 | 0.91% | -0.10% | +10.17% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.91% | +0.33% | -14.31% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.91% | +0.08% | +10.14% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | +0.12% | -0.72% | |
| 31 | BX | Blackstone Inc | 股票-金融 | 0.90% | -0.05% | +1.98% | |
| 32 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.89% | -0.05% | +11.77% | |
| 33 | PNC | Pnc Financial Services Group | 股票-金融 | 0.88% | +0.17% | -6.72% | |
| 34 | COR | Cencora Inc | 股票-醫療保健 | 0.88% | -0.10% | +13.09% | |
| 35 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.85% | -0.01% | +4.98% | |
| 36 | C | Citigroup Inc | 股票-金融 | 0.83% | +0.09% | -1.40% | |
| 37 | CCJ | Cameco CORP | 股票-能源 | 0.82% | +0.16% | +13.01% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.81% | +0.07% | +10.12% | |
| 39 | TOL | Toll Brothers Inc | 股票-循環性消費 | 0.81% | -0.88% | +90.55% | |
| 40 | EMR | Emerson Electric Co | 股票-工業 | 0.81% | +0.04% | +12.54% | |
| 41 | BLK | Blackrock Inc | 股票-金融 | 0.81% | -0.06% | +13.25% | |
| 42 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.75% | +0.08% | +6.15% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.75% | -0.08% | +8.96% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.75% | +0.07% | +0.73% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.69% | +0.08% | +13.89% | |
| 46 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.69% | — | -2.61% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.69% | -0.05% | -16.59% | |
| 48 | BKR | Baker Hughes Co | 股票-能源 | 0.68% | -0.11% | +11.24% | |
| 49 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.64% | -0.02% | +11.60% | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.61% | +0.06% | +15.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SWP | Swp Growth & Income ETF | +1.8% | +36.24% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +0.9% | +231.53% | 加碼 |
| 3 | ITB | Ishares U.s. Home Constructi | +0.6% | +18111.76% | 加碼 |
| 4 | DRI | Darden Restaurants Inc | +0.5% | +53765.38% | 加碼 |
| 5 | SIMO | Silicon Motion Technol-adr | +0.5% | +5450.62% | 加碼 |
| 6 | UPS | United Parcel Service-cl B | +0.5% | +6716.62% | 加碼 |
| 7 | URA | Global X Uranium ETF | +0.5% | +12437.60% | 加碼 |
| 8 | URI | United Rentals Inc | +0.4% | +8663.44% | 加碼 |
| 9 | NKE | Nike Inc -cl B | +0.4% | +1829.92% | 加碼 |
| 10 | KTB | Kontoor Brands Inc | +0.4% | +1476833.33% | 加碼 |
| 11 | PLD | Prologis Inc | +0.3% | +38.23% | 加碼 |
| 12 | TOL | Toll Brothers Inc | +0.3% | +90.55% | 加碼 |
| 13 | FLS | Flowserve CORP | +0.3% | +15.40% | 加碼 |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +97.98% | 加碼 |
| 15 | JEF | Jefferies Financial Group In | +0.2% | +42.48% | 加碼 |
| 16 | QXO | Qxo Inc | +0.2% | +1188.62% | 加碼 |
| 17 | XOM | Exxon Mobil CORP | +0.2% | +102.22% | 加碼 |
| 18 | ENB | Enbridge Inc | +0.2% | +67.03% | 加碼 |
| 19 | PWR | Quanta Services Inc | +0.2% | +1513.41% | 加碼 |
| 20 | IBM | Intl Business Machines CORP | +0.2% | +15.74% | 加碼 |
| 21 | CNQ | Canadian Natural Resources | +0.2% | +48.79% | 加碼 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | -10.70% | 減碼 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +18.67% | 加碼 |
| 24 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +13.89% | 加碼 |
| 25 | TM | Toyota Motor CORP -spon Adr | +0.1% | +28.12% | 加碼 |
| 26 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +276.38% | 加碼 |
| 27 | WMT | Walmart Inc | +0.1% | +114.19% | 加碼 |
| 28 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +13.67% | 加碼 |
| 29 | COR | Cencora Inc | +0.1% | +13.09% | 加碼 |
| 30 | CCJ | Cameco CORP | +0.1% | +13.01% | 加碼 |
| 31 | OWL | Blue Owl Capital Inc | +0.1% | +60.19% | 加碼 |
| 32 | LLY | Eli Lilly & Co | +0.1% | -14.31% | 減碼 |
| 33 | FCX | Freeport-mcmoran Inc | +0.1% | -2.61% | 減碼 |
| 34 | MBB | Ishares Mbs ETF | +0.1% | +11.75% | 加碼 |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +13.76% | 加碼 |
| 36 | PID | Invesco International Divide | +0.1% | +10.83% | 加碼 |
| 37 | XLK | Ss Technology Select Sector | +0.1% | +334.87% | 加碼 |
| 38 | EFA | Ishares Msci Eafe ETF | +0.1% | +9.19% | 加碼 |
| 39 | TJX | Tjx Companies Inc | +0.1% | +11.77% | 加碼 |
| 40 | OBDC | Blue Owl Capital CORP | +0.1% | +103.44% | 加碼 |
| 41 | ORCL | Oracle CORP | +0.1% | +64.07% | 加碼 |
| 42 | RTX | Rtx CORP | +0.1% | +4.92% | 加碼 |
| 43 | BUG | Global X Cybersecurity ETF | +0.1% | +39.10% | 加碼 |
| 44 | GOOG | Alphabet Inc-cl C | +0.1% | +1.01% | 加碼 |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +14.32% | 加碼 |
| 46 | GS | Goldman Sachs Group Inc | +0.1% | +6.15% | 加碼 |
| 47 | NEE | Nextera Energy Inc | +0.1% | +8.96% | 加碼 |
| 48 | ✓ | Establishment Labs Holdings In | +0.1% | -23.41% | 減碼 |
| 49 | VUG | Vanguard Growth ETF | +0.1% | +66.15% | 加碼 |
| 50 | XLC | Ss Comm Select Sector Spdr | +0.1% | +1277.63% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Strategic Wealth Partners, Ltd. 在 Q4 2025 季度的美股持倉總市值約為 US$16.2億，共申報了 1458 個公開持股部位。
在 Q4 2025 季度，Strategic Wealth Partners, Ltd. 按市值排列的前三大核心持股分別為：SWP (9.0%)、MBB (3.0%)、MSFT (3.0%)。其中最大持股部位 SWP 佔據整體投資組合約 9.0% 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
AZN
市值: US$1513.7萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$1390.3萬
在 Q4 2025 季度中，Strategic Wealth Partners, Ltd. 共進行了 199 項持倉異動，包含新建倉 9 個部位、加碼 91 個部位、減碼 96 個部位以及清倉 3 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 AZNN。
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。