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: 0001731731
申報總市值
US$4.6億
US$4.6億
115 檔
21.2%
截至 Q4 2025 季度末，SWS Partners 的美股持倉估值約為 US$4.6億，全數申報部位共有 115 檔。
SWS Partners 在 Q4 2025 進行了結構性的板塊輪動與部位換股。在開立 1 個全新部位及加碼 23 檔持股的同時，亦同步清倉 5 檔並減碼 21 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 IVV, SCHR, IJH）占據了總市值的 21.2%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.61% | -0.89% | +1.35% | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-其他 | 3.91% | -0.50% | +3.48% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.73% | -0.36% | +2.87% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.24% | -0.36% | +23.49% | |
| 5 | IDUB | Aptus Intl Enhan Yld ETF | ETF-其他 | 3.17% | -0.14% | +2.50% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 2.57% | -0.58% | +1.05% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.41% | +0.45% | -0.07% | |
| 8 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 2.12% | -0.13% | +3.96% | |
| 9 | PCT | Purecycle Technologies Inc | 股票-其他 | 2.05% | +1.19% | +31.88% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.95% | — | -0.95% | |
| 11 | GH | Guardant Health Inc | 股票-醫療保健 | 1.90% | +0.61% | -18.35% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.80% | -0.26% | +3.00% | |
| 13 | NTRA | Natera Inc | 股票-醫療保健 | 1.60% | +0.32% | -38.40% | |
| 14 | AMBA | Ambarella, Inc. | 股票-科技 | 1.53% | +1.29% | +16.72% | |
| 15 | MRVL | Marvell Technology Inc | 股票-科技 | 1.47% | +0.51% | -0.24% | |
| 16 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.38% | -0.30% | +2.52% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.35% | -0.07% | +1.80% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.21% | -0.03% | +0.56% | |
| 19 | XYZ | Block Inc | 股票-金融 | 1.17% | +0.18% | +69.78% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.04% | +4.85% | |
| 21 | SNOW | Snowflake Inc | 股票-科技 | 1.13% | +0.54% | +16.56% | |
| 22 | MU | Micron Technology Inc | 股票-科技 | 1.13% | +1.75% | -30.95% | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 1.12% | -0.08% | +29.54% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 1.10% | -0.10% | +8.49% | |
| 25 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 1.09% | -0.11% | +4.22% | |
| 26 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.07% | -0.11% | -0.50% | |
| 27 | MP | Mp Materials CORP | 股票-原物料 | 1.03% | +0.04% | -5.98% | |
| 28 | RH | Rh | 股票-循環性消費 | 0.98% | -0.16% | +23.27% | |
| 29 | CIEN | Ciena CORP | 股票-科技 | 0.96% | +0.01% | -14.02% | |
| 30 | GLW | Corning Inc | 股票-科技 | 0.94% | -0.23% | -19.88% | |
| 31 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.94% | -0.11% | +870.30% | |
| 32 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.93% | -0.23% | +19.41% | |
| 33 | UBER | Uber Technologies Inc | 股票-工業 | 0.89% | -0.08% | -0.28% | |
| 34 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.89% | -0.26% | +45.82% | |
| 35 | OKTA | Okta Inc | 股票-科技 | 0.89% | +0.37% | +14.65% | |
| 36 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.88% | -0.08% | +1.94% | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.88% | -0.08% | +1.12% | |
| 38 | XLE | Ss Energy Select Sector | ETF-其他 | 0.85% | -0.30% | +101.93% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.85% | -0.04% | +3.75% | |
| 40 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.79% | +0.06% | -0.45% | |
| 41 | APH | Amphenol Corp-cl A | 股票-科技 | 0.79% | -0.13% | -9.28% | |
| 42 | WMT | Walmart Inc | 股票-非循環性消費 | 0.79% | -0.19% | +1.05% | |
| 43 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.78% | +0.02% | -3.24% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.77% | -0.61% | EXIT | |
| 45 | BLK | Blackrock Inc | 股票-金融 | 0.75% | -0.11% | -6.45% | |
| 46 | CPRI | Capri Holdings Limited | 股票-循環性消費 | 0.74% | -0.56% | EXIT | |
| 47 | TER | Teradyne Inc | 股票-科技 | 0.73% | +0.43% | -1.11% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | +0.15% | +1.08% | |
| 49 | MET | Metlife Inc | 股票-金融 | 0.71% | +0.02% | +11.36% | |
| 50 | ANET | Arista Networks Inc | 股票-科技 | 0.69% | +0.17% | -0.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.2% | +23.49% | 加碼 |
| 2 | GH | Guardant Health Inc | +0.5% | -18.35% | 減碼 |
| 3 | XYZ | Block Inc | +0.4% | +69.78% | 加碼 |
| 4 | MNDY | monday.com Ltd. | +0.3% | +162.72% | 加碼 |
| 5 | DXCM | Dexcom Inc | +0.3% | +45.82% | 加碼 |
| 6 | CIEN | Ciena CORP | +0.3% | -14.02% | 減碼 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +1.35% | 加碼 |
| 8 | PM | Philip Morris International | +0.2% | +29.54% | 加碼 |
| 9 | TER | Teradyne Inc | +0.2% | -1.11% | 減碼 |
| 10 | WFC | Wells Fargo & Co | +0.2% | +8.49% | 加碼 |
| 11 | MU | Micron Technology Inc | +0.2% | -30.95% | 減碼 |
| 12 | IDUB | Aptus Intl Enhan Yld ETF | +0.2% | +2.50% | 加碼 |
| 13 | CELH | Celsius Holdings Inc | +0.1% | +61.81% | 加碼 |
| 14 | ACN | Accenture plc | +0.1% | +13.15% | 加碼 |
| 15 | CPRI | Capri Holdings Limited | +0.1% | -0.03% | 減碼 |
| 16 | SNOW | Snowflake Inc | +0.1% | +16.56% | 加碼 |
| 17 | INTU | Intuit Inc | +0.1% | +27.12% | 加碼 |
| 18 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.87% | 加碼 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +35.01% | 加碼 |
| 20 | GDDY | Godaddy Inc - Class A | +0.1% | +44.58% | 加碼 |
| 21 | ED | Consolidated Edison Inc | +0.1% | +23.74% | 加碼 |
| 22 | SCHR | Schwab Intermediate-term US | +0.1% | +3.48% | 加碼 |
| 23 | RH | Rh | +0.1% | +23.27% | 加碼 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +4.85% | 加碼 |
| 25 | FNF | Fidelity National Financial | -0.1% | +900.01% | 加碼 |
| 26 | ABBV | Abbvie Inc | -0.1% | -9.08% | 減碼 |
| 27 | META | Meta Platforms Inc-class A | -0.1% | +1.08% | 加碼 |
| 28 | KMB | Kimberly-clark CORP | -0.1% | -11.08% | 減碼 |
| 29 | PFE | Pfizer Inc | -0.1% | -15.00% | 減碼 |
| 30 | ANET | Arista Networks Inc | -0.1% | -0.24% | 減碼 |
| 31 | NET | Cloudflare Inc - Class A | -0.1% | -0.45% | 減碼 |
| 32 | ABT | Abbott Laboratories | -0.1% | -9.00% | 減碼 |
| 33 | SW | Smurfit Westrock Plc | -0.1% | -7.66% | 減碼 |
| 34 | BLK | Blackrock Inc | -0.1% | -6.45% | 減碼 |
| 35 | NOW | Servicenow Inc | -0.1% | +399.06% | 加碼 |
| 36 | MPC | Marathon Petroleum CORP | -0.2% | -7.92% | 減碼 |
| 37 | GLW | Corning Inc | -0.2% | -19.88% | 減碼 |
| 38 | MELI | Mercadolibre Inc | -0.2% | -0.50% | 減碼 |
| 39 | ETN | Eaton Corporation plc | -0.2% | -7.44% | 減碼 |
| 40 | UBER | Uber Technologies Inc | -0.2% | -0.28% | 減碼 |
| 41 | NTRA | Natera Inc | -0.3% | -38.40% | 減碼 |
| 42 | PCT | Purecycle Technologies Inc | -0.4% | +31.88% | 加碼 |
| 43 | MP | Mp Materials CORP | -0.4% | -5.98% | 減碼 |
| 44 | ORCL | Oracle CORP | -0.6% | -20.49% | 減碼 |
| 45 | 8QR | Confluent Inc-class A | — | EXIT | 清倉 |
| 46 | LLY | Eli Lilly & Co | — | NEW | 新建倉 |
| 47 | LYB | LyondellBasell Industries N.V. | — | EXIT | 清倉 |
| 48 | NFLX | Netflix Inc | — | EXIT | 清倉 |
| 49 | ABNB | Airbnb Inc-class A | — | EXIT | 清倉 |
| 50 | CMCSA | Comcast Corp-class A | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，SWS Partners 在 Q4 2025 季度的美股持倉總市值約為 US$4.6億，共申報了 115 個公開持股部位。
在 Q4 2025 季度，SWS Partners 按市值排列的前三大核心持股分別為：IVV (9.6%)、SCHR (3.9%)、IJH (3.7%)。其中最大持股部位 IVV 佔據整體投資組合約 9.6% 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$238.9萬
本季最大獲利了結 / 清倉標的
8QR
前期市值: US$326.3萬
在 Q4 2025 季度中，SWS Partners 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 23 個部位、減碼 21 個部位以及清倉 5 個部位。 其中最大新建倉標的為 LLY。 本季清倉部位包含 8QR。
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。