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: 0001551017
申報總市值
US$55.5億
US$55.5億
1535 檔
21.4%
截至 Q3 2025 季度末，TD Private Client Wealth LLC 的美股持倉估值約為 US$55.5億，全數申報部位共有 1535 檔。
觀察 Q3 2025 的申報異動，TD Private Client Wealth LLC 採取了強勁的買進策略，建倉與加碼動作（合計 130 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 SPYM, IEFA, SPY）占據了總市值的 21.4%，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
QQQ
市值: US$4614.7萬
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$306.9萬
僅顯示前 200 大持股（共 1535 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 8.04% | +0.51% | +5.63% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.62% | +0.34% | +7.77% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.84% | -0.13% | -6.51% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 4.73% | -0.10% | +7.95% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.49% | -0.01% | +4.91% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.30% | +0.11% | +14.98% | |
| 7 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 2.27% | +0.22% | +12.45% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.25% | -0.12% | +0.27% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 2.16% | +0.13% | +22.58% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.14% | +0.05% | +14.38% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.13% | -0.01% | +7.33% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.74% | -0.05% | +3.66% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | +0.33% | -0.92% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.27% | -0.09% | +13.19% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.20% | -0.06% | +6.18% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.16% | +0.12% | -2.87% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | +0.12% | +11.19% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.13% | -0.01% | +13.52% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.10% | -0.08% | +15.48% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.07% | +0.31% | +14.19% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.05% | -0.05% | +0.94% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.04% | -0.94% | EXIT | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.02% | +0.07% | -8.39% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.94% | +0.05% | -6.41% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.86% | +0.04% | +18.76% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.81% | -0.03% | +1.58% | |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.81% | +0.01% | +460.63% | |
| 28 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.78% | -0.04% | -3.20% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.72% | +0.03% | -8.30% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | +0.09% | +0.44% | |
| 31 | AAPL | Apple Inc | 股票-科技 | 0.68% | +0.04% | -0.98% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.67% | +0.01% | -11.27% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.01% | -12.44% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.57% | -0.03% | +12.64% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.56% | +0.02% | -5.41% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.53% | -0.01% | +2.62% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | +0.02% | +11.03% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.51% | +0.03% | +2.51% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.50% | -0.04% | -5.71% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.49% | +0.08% | -20.57% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.49% | +0.06% | -5.52% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.45% | -0.02% | +1.55% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.44% | +0.02% | +16.50% | |
| 44 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.42% | +0.02% | +2.06% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.41% | -0.03% | -20.15% | |
| 46 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.41% | -0.04% | -2.81% | |
| 47 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.39% | +0.01% | +14.80% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.38% | +0.02% | +3.96% | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.35% | +0.02% | -6.22% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.35% | — | -6.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.8% | +5.63% | 加碼 |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | +0.6% | +12.45% | 加碼 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +7.77% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | +11.19% | 加碼 |
| 5 | DGRO | Ishares Core Dividend Growth | +0.4% | +14.98% | 加碼 |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | +0.3% | +22.58% | 加碼 |
| 7 | VXF | Vanguard Extended Market ETF | +0.2% | +7.33% | 加碼 |
| 8 | IDV | Ishares International Select | +0.1% | +33.86% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.1% | -0.92% | 減碼 |
| 10 | AVGO | Broadcom Inc | +0.1% | -20.15% | 減碼 |
| 11 | XLF | Ss Financial Select Sector | +0.1% | +545.21% | 加碼 |
| 12 | VONG | Vanguard Russell 1000 Growth | +0.1% | -5.41% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.03% | 減碼 |
| 14 | BTI | British American Tob-sp Adr | +0.1% | +12.86% | 加碼 |
| 15 | COF | Capital One Financial CORP | +0.1% | -1.38% | 加碼 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +7.67% | 加碼 |
| 17 | APH | Amphenol Corp-cl A | +0.1% | -2.80% | 加碼 |
| 18 | GE | General Electric | +0.1% | +17.58% | 加碼 |
| 19 | TTC | Toro Co | +0.1% | +14306.04% | 加碼 |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +18.76% | 加碼 |
| 21 | SCHG | Schwab US Large-cap Growth | +0.1% | +2.51% | 加碼 |
| 22 | GLD | Spdr Gold Shares | +0.1% | +2.06% | 加碼 |
| 23 | ORLY | O'reilly Automotive Inc | +0.1% | +11.43% | 加碼 |
| 24 | GSK | Gsk Plc-spon Adr | +0.1% | +11.76% | 加碼 |
| 25 | COLB | Columbia Banking System Inc | +0.1% | +1401.52% | 加碼 |
| 26 | MCHP | Microchip Technology Inc | +0.1% | +258.85% | 加碼 |
| 27 | KMB | Kimberly-clark CORP | +0.1% | +62.46% | 加碼 |
| 28 | WFC | Wells Fargo & Co | +0.1% | +48.44% | 加碼 |
| 29 | TSLA | Tesla Inc | +0.1% | +2.96% | 加碼 |
| 30 | MDLZ | Mondelez International Inc-a | +0.1% | +344.12% | 加碼 |
| 31 | ANET | Arista Networks Inc | +0.1% | +192.17% | 加碼 |
| 32 | CL | Colgate-palmolive Co | +0.1% | +1485.79% | 加碼 |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +8.64% | 加碼 |
| 34 | VO | Vanguard Mid-cap ETF | +0.1% | +16.50% | 加碼 |
| 35 | SUB | Ishares Short-term National | +0.1% | +18.50% | 加碼 |
| 36 | CVS | Cvs Health CORP | +0.1% | +17.11% | 加碼 |
| 37 | FE | Firstenergy CORP | +0.1% | +23.56% | 加碼 |
| 38 | ADSK | Autodesk Inc | +0.1% | +46.23% | 加碼 |
| 39 | PNW | Pinnacle West Capital | +0.1% | +1151.10% | 加碼 |
| 40 | HSY | Hershey Co/the | +0.1% | +4700.44% | 加碼 |
| 41 | CME | Cme Group Inc | +0.1% | +118.25% | 加碼 |
| 42 | EFA | Ishares Msci Eafe ETF | 0% | +13.52% | 加碼 |
| 43 | HYLB | Xtrackers Usd High Yield Cor | 0% | +22.40% | 加碼 |
| 44 | IUSG | Ishares Core S&p U.s. Growth | 0% | +2.26% | 加碼 |
| 45 | PFE | Pfizer Inc | 0% | +52.62% | 加碼 |
| 46 | T | At&t Inc | 0% | +35.11% | 加碼 |
| 47 | GEV | GE Vernova Inc | 0% | -25.39% | 減碼 |
| 48 | SCHW | Schwab (charles) CORP | 0% | +4.49% | 加碼 |
| 49 | SLV | Ishares Silver Trust | 0% | +10.38% | 加碼 |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +15.72% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，TD Private Client Wealth LLC 在 Q3 2025 季度的美股持倉總市值約為 US$55.5億，共申報了 1535 個公開持股部位。
在 Q3 2025 季度，TD Private Client Wealth LLC 按市值排列的前三大核心持股分別為：SPYM (8.0%)、IEFA (5.6%)、SPY (4.8%)。其中最大持股部位 SPYM 佔據整體投資組合約 8.0% 的權重。
在 Q3 2025 季度中，TD Private Client Wealth LLC 共進行了 200 項持倉異動，包含新建倉 13 個部位、加碼 117 個部位、減碼 67 個部位以及清倉 3 個部位。 其中最大新建倉標的為 QQQ。 本季清倉部位包含 DFSEUR。
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。