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: 0001629931
申報總市值
US$9.1億
US$9.1億
177 檔
22.3%
截至 Q3 2025 季度末，Teamwork Financial Advisors, LLC 的美股持倉估值約為 US$9.1億，全數申報部位共有 177 檔。
Teamwork Financial Advisors, LLC 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 38 個全新部位及加碼 64 檔持股的同時，亦同步清倉 16 檔並減碼 73 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, AMZN, BIL）占據了總市值的 22.3%，展現出該機構在 Q3 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 | AAPL | Apple Inc | 股票-科技 | 5.21% | +0.03% | +35.13% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.14% | +0.87% | -20.62% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.64% | -1.64% | -29.24% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | +0.24% | -9.22% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.35% | +0.81% | -29.48% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.88% | -0.06% | -45.99% | |
| 7 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-其他 | 2.50% | -0.14% | +17.59% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 2.38% | -0.11% | +97.84% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.02% | +0.09% | +116.29% | |
| 10 | ANET | Arista Networks Inc | 股票-科技 | 2.00% | — | +74.73% | |
| 11 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.94% | -0.33% | +143.96% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.93% | -1.05% | -26.20% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 1.92% | +0.07% | +142.64% | |
| 14 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.86% | +0.41% | +181.90% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | -0.09% | -31.96% | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.83% | -0.04% | +229.22% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 1.82% | +0.01% | +21.32% | |
| 18 | PWR | Quanta Services Inc | 股票-工業 | 1.77% | +0.15% | -24.21% | |
| 19 | GEV | GE Vernova Inc | 股票-工業 | 1.72% | -0.09% | -35.98% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.71% | +0.34% | +107.81% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.67% | -0.03% | +276.21% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.66% | +0.05% | -14.99% | |
| 23 | CAT | Caterpillar Inc | 股票-工業 | 1.60% | -0.02% | +319.71% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.56% | -1.66% | EXIT | |
| 25 | EMR | Emerson Electric Co | 股票-工業 | 1.56% | -0.02% | EXIT | |
| 26 | GRMN | Garmin Ltd. | 股票-科技 | 1.55% | — | +428.40% | |
| 27 | AXP | American Express Co | 股票-金融 | 1.54% | -1.10% | +212.93% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 1.41% | -1.01% | +481.08% | |
| 29 | LRCX | Lam Research CORP | 股票-科技 | 1.41% | +0.02% | — | |
| 30 | MSTR | Strategy Inc | 股票-科技 | 1.38% | -0.12% | +396.33% | |
| 31 | KLAC | Kla CORP | 股票-科技 | 1.38% | -0.37% | +299.10% | |
| 32 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.36% | +0.12% | -44.47% | |
| 33 | AXON | Axon Enterprise Inc | 股票-工業 | 1.33% | — | +233.06% | |
| 34 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.33% | +0.15% | +377.58% | |
| 35 | GE | General Electric | 股票-工業 | 1.33% | +0.01% | +344.76% | |
| 36 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.30% | +0.07% | +431.09% | |
| 37 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.27% | +0.32% | +348.90% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 1.27% | +0.30% | +396.59% | |
| 39 | SPGI | S&p Global Inc | 股票-金融 | 1.24% | — | +254.20% | |
| 40 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.24% | — | — | |
| 41 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 1.24% | -0.03% | EXIT | |
| 42 | EXPE | Expedia Group Inc | 股票-循環性消費 | 1.16% | — | — | |
| 43 | VST | Vistra CORP | 股票-公用事業 | 1.14% | +0.28% | — | |
| 44 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 1.07% | +0.13% | +24.18% | |
| 45 | LAC | Lithium Americas CORP | 股票-其他 | 0.75% | -0.29% | +26.55% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.57% | -0.45% | +6.21% | |
| 47 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 0.56% | -0.68% | +16.88% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.55% | -0.43% | +14.04% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | +0.02% | +4.33% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.44% | -0.02% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HOOD | Robinhood Markets Inc - A | +1.8% | +143.96% | 加碼 |
| 2 | PLTR | Palantir Technologies Inc-a | +1.5% | +181.90% | 加碼 |
| 3 | PWR | Quanta Services Inc | +1.4% | -24.21% | 加碼 |
| 4 | MSFT | Microsoft CORP | +1.4% | -9.22% | 加碼 |
| 5 | GEV | GE Vernova Inc | +1.3% | -35.98% | 加碼 |
| 6 | KLAC | Kla CORP | +1.3% | +299.10% | 加碼 |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +1.3% | +229.22% | 加碼 |
| 8 | PANW | Palo Alto Networks Inc | +1.2% | +276.21% | 加碼 |
| 9 | AMD | Advanced Micro Devices | +1.2% | +142.64% | 加碼 |
| 10 | LYV | Live Nation Entertainment In | +1.2% | +1842.22% | 加碼 |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.1% | -29.24% | 加碼 |
| 12 | ORCL | Oracle CORP | +1.1% | +107.81% | 加碼 |
| 13 | GRMN | Garmin Ltd. | +1.1% | +428.40% | 加碼 |
| 14 | AVGO | Broadcom Inc | +1.1% | +481.08% | 加碼 |
| 15 | CAT | Caterpillar Inc | +1.1% | +319.71% | 加碼 |
| 16 | AXP | American Express Co | +1% | +212.93% | 加碼 |
| 17 | MSTR | Strategy Inc | +1% | +396.33% | 加碼 |
| 18 | GS | Goldman Sachs Group Inc | +1% | -44.47% | 加碼 |
| 19 | GOOGL | Alphabet Inc-cl A | +1% | +116.29% | 加碼 |
| 20 | EMR | Emerson Electric Co | +0.9% | +283.08% | 加碼 |
| 21 | BNY | Bank Of New York Mellon CORP | +0.9% | +377.58% | 加碼 |
| 22 | ETN | Eaton Corporation plc | +0.9% | +396.59% | 加碼 |
| 23 | AXON | Axon Enterprise Inc | +0.9% | +233.06% | 加碼 |
| 24 | CDNS | Cadence Design Sys Inc | +0.8% | +348.90% | 加碼 |
| 25 | SPGI | S&p Global Inc | +0.8% | +254.20% | 加碼 |
| 26 | LAC | Lithium Americas CORP | +0.4% | +26.55% | 加碼 |
| 27 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.3% | +24.18% | 加碼 |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +6.21% | 加碼 |
| 29 | UNH | Unitedhealth Group Inc | +0.2% | +30.61% | 加碼 |
| 30 | EPD | Enterprise Products Partners | +0.2% | +164.78% | 加碼 |
| 31 | ADBE | Adobe Inc | +0.1% | +62.53% | 加碼 |
| 32 | MU | Micron Technology Inc | +0.1% | +0.36% | 減碼 |
| 33 | SOFI | Sofi Technologies Inc | +0.1% | -27.14% | 減碼 |
| 34 | EOG | Eog Resources Inc | +0.1% | -0.05% | 加碼 |
| 35 | QCOM | Qualcomm Inc | +0.1% | +36.90% | 加碼 |
| 36 | PEP | Pepsico Inc | +0.1% | +27.85% | 加碼 |
| 37 | PFE | Pfizer Inc | 0% | +27.09% | 加碼 |
| 38 | ARE | Alexandria Real Estate Equit | 0% | +22.50% | 加碼 |
| 39 | IBIT | Ishares Bitcoin Trust ETF | 0% | -95.99% | 加碼 |
| 40 | WMT | Walmart Inc | 0% | +18.37% | 加碼 |
| 41 | HD | Home Depot Inc | 0% | +32.23% | 加碼 |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | +2.16% | 加碼 |
| 43 | VLO | Valero Energy CORP | 0% | -0.18% | 加碼 |
| 44 | UPS | United Parcel Service-cl B | 0% | +35.38% | 加碼 |
| 45 | CRM | Salesforce Inc | 0% | +53.68% | 加碼 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | 0% | +12.26% | 加碼 |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.16% | 加碼 |
| 48 | DGRO | Ishares Core Dividend Growth | — | +4.95% | 加碼 |
| 49 | IAU | Ishares Gold Trust | — | +10.32% | 加碼 |
| 50 | MTUM | Ishares Msci USA Momentum Fa | — | -1.29% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Teamwork Financial Advisors, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$9.1億，共申報了 177 個公開持股部位。
在 Q3 2025 季度，Teamwork Financial Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (5.2%)、AMZN (5.1%)、BIL (3.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.2% 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
COWG
市值: US$2424.9萬
本季最大獲利了結 / 清倉標的
SCHV
前期市值: US$1808.2萬
在 Q3 2025 季度中，Teamwork Financial Advisors, LLC 共進行了 191 項持倉異動，包含新建倉 38 個部位、加碼 64 個部位、減碼 73 個部位以及清倉 16 個部位。 其中最大新建倉標的為 COWG。 本季清倉部位包含 SCHV。
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。