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: 0001691919
申報總市值
US$14.8億
US$14.8億
101 檔
51.9%
在 Q1 2025 的 13F 官方備案中，Symmetry Investments LP 管理的美股投資組合規模來到 US$14.8億，整體持股檔數為 101 檔。
在 Q1 2025 期間，Symmetry Investments LP 展現了靈活的資產再平衡步調，透過出清 51 檔弱勢或達到目標價部位，將資金轉置於 53 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 IBIT, HES, GOOGL）累計市值佔比達 51.9%，是驅動 Symmetry Investments LP 該季度整體投資組合績效表現的核心支柱。
| # | 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 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 35.22% | -0.06% | -14.40% | |
| 2 | HES | Hess CORP | 股票-其他 | 8.84% | — | -42.19% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.76% | +0.25% | NEW | |
| 4 | IR | Ingersoll-rand Inc | 股票-工業 | 3.03% | -0.34% | EXIT | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.32% | — | +29.38% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.25% | -1.48% | +9.90% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.13% | -1.74% | +80.96% | |
| 8 | CVNA | Carvana Co | 股票-循環性消費 | 2.06% | — | +0.74% | |
| 9 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 1.90% | -0.68% | — | |
| 10 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 1.83% | -1.41% | +56.04% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.72% | -3.54% | -51.14% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 1.69% | — | -64.10% | |
| 13 | GEV | GE Vernova Inc | 股票-工業 | 1.68% | +0.04% | +62.46% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.63% | — | -40.97% | |
| 15 | GE | General Electric | 股票-工業 | 1.42% | -0.23% | EXIT | |
| 16 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.38% | — | +1456.25% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.30% | — | -58.74% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.19% | -0.14% | EXIT | |
| 19 | SE | Sea Ltd-adr | 股票-通訊服務 | 1.09% | — | — | |
| 20 | XLF | Ss Financial Select Sector | ETF-其他 | 1.04% | +0.12% | +467.11% | |
| 21 | ETN | Eaton Corporation plc | 股票-工業 | 0.91% | — | — | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | — | -32.96% | |
| 23 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.85% | -0.07% | EXIT | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | -1.51% | -4.40% | |
| 25 | ARKK | Ark Innovation ETF | ETF-其他 | 0.78% | — | — | |
| 26 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 0.76% | — | — | |
| 27 | AER | AerCap Holdings N.V. | 股票-工業 | 0.71% | — | — | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.65% | — | +376.44% | |
| 29 | KWEB | Kranesh Csi China Internet | ETF-新興市場 | 0.63% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +88.91% | |
| 31 | APP | Applovin Corp-class A | 股票-科技 | 0.61% | — | +5.34% | |
| 32 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 0.57% | -0.74% | EXIT | |
| 33 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.55% | — | +104.14% | |
| 34 | PLNT | Planet Fitness Inc - Cl A | 股票-循環性消費 | 0.54% | — | +105.43% | |
| 35 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.53% | -0.34% | EXIT | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | — | +46.20% | |
| 37 | AAPL | Apple Inc | 股票-科技 | 0.47% | — | +7.99% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.46% | +0.25% | NEW | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | — | -20.75% | |
| 40 | TDG | Transdigm Group Inc | 股票-工業 | 0.45% | — | -59.31% | |
| 41 | UBER | Uber Technologies Inc | 股票-工業 | 0.45% | -1.92% | -32.97% | |
| 42 | SLB | Slb LTD | 股票-能源 | 0.43% | -0.21% | — | |
| 43 | HON | Honeywell International Inc | 股票-工業 | 0.39% | — | — | |
| 44 | FWONA | Liberty Media Corp-formula-a | 股票-其他 | 0.38% | -0.11% | -16.45% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | — | +5.38% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.31% | +0.31% | -13.80% | |
| 47 | URI | United Rentals Inc | 股票-工業 | 0.31% | — | -10.44% | |
| 48 | CPRT | Copart Inc | 股票-工業 | 0.29% | — | -17.29% | |
| 49 | WRBY | Warby Parker Inc-class A | 股票-其他 | 0.29% | — | -36.06% | |
| 50 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.28% | — | -18.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +33.5% | -14.40% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +3% | +205.24% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +1.3% | +29.38% | 加碼 |
| 4 | IR | Ingersoll-rand Inc | +1.2% | +2518.13% | 加碼 |
| 5 | CVNA | Carvana Co | +1.1% | +0.74% | 加碼 |
| 6 | TKO | Tko Group Holdings Inc | +1% | — | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.7% | +80.96% | 加碼 |
| 8 | GEV | GE Vernova Inc | +0.6% | +62.46% | 加碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -51.14% | 加碼 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +88.91% | 加碼 |
| 11 | FWONK | Liberty Media Corp-formula-c | +0.5% | +56.04% | 加碼 |
| 12 | SPOT | Spotify Technology S.A. | +0.4% | +29.45% | 加碼 |
| 13 | LYV | Live Nation Entertainment In | +0.1% | +177.09% | 加碼 |
| 14 | TSCO | Tractor Supply Company | +0.1% | — | 加碼 |
| 15 | MMM | 3m Co | +0.1% | — | 加碼 |
| 16 | BE | Bloom Energy Corp- A | +0.1% | — | 加碼 |
| 17 | DELL | Dell Technologies -c | 0% | -89.08% | 加碼 |
| 18 | LITE | Lumentum Holdings Inc | 0% | -71.01% | 加碼 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | 0% | -40.97% | 加碼 |
| 20 | PLNT | Planet Fitness Inc - Cl A | 0% | +105.43% | 加碼 |
| 21 | ENVX | Enovix CORP | 0% | -5.00% | 減碼 |
| 22 | MRVI | Maravai Lifesciences Hldgs-a | 0% | +150.00% | 加碼 |
| 23 | HD | Home Depot Inc | 0% | — | 加碼 |
| 24 | DE | Deere & Co | -0.1% | -77.58% | 加碼 |
| 25 | SNPS | Synopsys Inc | -0.1% | +19.39% | 加碼 |
| 26 | TMUS | T-mobile US Inc | -0.1% | -18.37% | 加碼 |
| 27 | HWM | Howmet Aerospace Inc | -0.1% | -9.52% | 減碼 |
| 28 | URI | United Rentals Inc | -0.1% | -10.44% | 加碼 |
| 29 | TXN | Texas Instruments Inc | -0.2% | +342.25% | 加碼 |
| 30 | AMD | Advanced Micro Devices | -0.3% | +385.69% | 加碼 |
| 31 | RACE | Ferrari N.V. | -0.3% | -84.27% | 加碼 |
| 32 | FWONA | Liberty Media Corp-formula-a | -0.3% | -16.45% | 減碼 |
| 33 | AAPL | Apple Inc | -0.3% | +7.99% | 加碼 |
| 34 | CPRT | Copart Inc | -0.4% | -17.29% | 減碼 |
| 35 | UNH | Unitedhealth Group Inc | -0.4% | -86.15% | 減碼 |
| 36 | XOM | Exxon Mobil CORP | -0.4% | +5.38% | 減碼 |
| 37 | VMC | Vulcan Materials Co | -0.5% | +159.31% | 減碼 |
| 38 | V | Visa Inc-class A Shares | -0.5% | -20.75% | 減碼 |
| 39 | WDC | Western Digital CORP | -0.8% | -75.61% | 減碼 |
| 40 | TDG | Transdigm Group Inc | -1% | -59.31% | 減碼 |
| 41 | XLY | Ss Consumer Disc Select Sect | -1.1% | — | 減碼 |
| 42 | UBER | Uber Technologies Inc | -1.3% | -32.97% | 減碼 |
| 43 | HES | Hess CORP | -1.5% | -42.19% | 加碼 |
| 44 | SPHR | Sphere Entertainment Co | -1.8% | -55.72% | 減碼 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.6% | -58.74% | 減碼 |
| 46 | AMZN | Amazon.com Inc | -3.7% | +9.90% | 減碼 |
| 47 | IWM | Ishares Russell 2000 ETF | -4.5% | +46.20% | 減碼 |
| 48 | MSFT | Microsoft CORP | -7.6% | -4.40% | 減碼 |
| 49 | AMAT | Applied Materials Inc | — | EXIT | 清倉 |
| 50 | ASML | ASML Holding N.V. | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Symmetry Investments LP 在 Q1 2025 季度的美股持倉總市值約為 US$14.8億，共申報了 101 個公開持股部位。
在 Q1 2025 季度，Symmetry Investments LP 按市值排列的前三大核心持股分別為：IBIT (35.2%)、HES (8.8%)、GOOGL (3.8%)。其中最大持股部位 IBIT 佔據整體投資組合約 35.2% 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
WFC
市值: US$2431.5萬
本季最大獲利了結 / 清倉標的
AMAT
前期市值: US$4303.7萬
在 Q1 2025 季度中，Symmetry Investments LP 共進行了 152 項持倉異動，包含新建倉 53 個部位、加碼 31 個部位、減碼 17 個部位以及清倉 51 個部位。 其中最大新建倉標的為 WFC。 本季清倉部位包含 AMAT。
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。