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。
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CIK: 0002079812
申報總市值
US$8690.6萬
US$8690.6萬
263 檔
33.5%
在 Q4 2025 申報期間，Tripletail Wealth Management, LLC（CIK: 0002079812）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$8690.6萬，共持有 263 個公開申報部位。
從 Q4 2025 申報觀察，Tripletail Wealth Management, LLC 採取防禦導向的調倉策略，本季減碼 86 檔個股並出清 55 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Tripletail Wealth Management, LLC 的前 5 大核心持股（包含 JBTM, NVDA, IVW 等）合計佔整體申報市值的 33.5%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 263 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 | JBTM | Jbt Marel CORP | 股票-工業 | 21.87% | -0.33% | -20.74% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.57% | -0.59% | -0.53% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.76% | +0.01% | +200483.33% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.95% | +0.02% | -3.85% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.77% | -0.26% | -2.63% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.63% | +0.69% | +18.90% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.29% | -0.16% | -3.43% | |
| 8 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-其他 | 2.12% | -0.12% | -2.90% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.99% | -0.28% | -7.29% | |
| 10 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 1.91% | +0.30% | -12.24% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.76% | -0.07% | +4.70% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.62% | -0.05% | -3.79% | |
| 13 | ANET | Arista Networks Inc | 股票-科技 | 1.58% | +0.09% | -3.14% | |
| 14 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-其他 | 1.54% | -0.12% | -6.28% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.51% | +0.03% | +18.76% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.25% | -0.04% | +27.69% | |
| 17 | CAT | Caterpillar Inc | 股票-工業 | 1.14% | +0.12% | -1.13% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | -0.12% | -16.05% | |
| 19 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 1.08% | -0.06% | -11.19% | |
| 20 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.08% | -0.11% | -0.59% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.04% | +0.08% | -2.81% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.03% | -0.14% | -2.75% | |
| 23 | MU | Micron Technology Inc | 股票-科技 | 0.99% | +0.72% | +13.24% | |
| 24 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.96% | -0.20% | -0.02% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.93% | +0.64% | -14.12% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.92% | -0.01% | — | |
| 27 | VOYG | Voyager Technologies Inc-a | 股票-其他 | 0.91% | -0.19% | +300.29% | |
| 28 | NFLX | Netflix Inc | 股票-通訊服務 | 0.80% | -0.29% | +884.01% | |
| 29 | ECOW | Pacer Emerging Markets Cash | ETF-新興市場 | 0.79% | -0.10% | -5.33% | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.79% | +0.10% | -2.05% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.78% | +0.10% | -1.64% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.75% | +0.04% | -0.95% | |
| 33 | MP | Mp Materials CORP | 股票-原物料 | 0.74% | -0.02% | -1.41% | |
| 34 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.72% | -0.21% | — | |
| 35 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.68% | -0.05% | +0.06% | |
| 36 | TEL | TE Connectivity plc | 股票-科技 | 0.62% | -0.11% | -1.38% | |
| 37 | PSX | Phillips 66 | 股票-能源 | 0.60% | -0.18% | -0.59% | |
| 38 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.60% | — | +2.86% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.53% | +0.05% | -0.46% | |
| 40 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.53% | -0.02% | — | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | -0.17% | -1.86% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.49% | -0.13% | -4.27% | |
| 43 | HD | Home Depot Inc | 股票-循環性消費 | 0.49% | +0.01% | -11.69% | |
| 44 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.47% | -0.12% | -1.06% | |
| 45 | DCTH | Delcath Systems Inc | 股票-其他 | 0.47% | -0.22% | — | |
| 46 | UNM | Unum Group | 股票-金融 | 0.46% | +0.02% | -9.47% | |
| 47 | VST | Vistra CORP | 股票-公用事業 | 0.46% | -0.07% | +4.70% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.35% | -0.08% | -6.08% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.35% | -0.01% | -11.35% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.35% | -0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +3.8% | +200483.33% | 加碼 |
| 2 | VOYG | Voyager Technologies Inc-a | +0.6% | +300.29% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +18.76% | 加碼 |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.6% | +18.90% | 加碼 |
| 5 | MU | Micron Technology Inc | +0.4% | +13.24% | 加碼 |
| 6 | IBM | Intl Business Machines CORP | +0.3% | +27.69% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.3% | -0.53% | 減碼 |
| 8 | LLY | Eli Lilly & Co | +0.3% | -2.81% | 減碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | +4.70% | 加碼 |
| 10 | AAPL | Apple Inc | +0.2% | -3.85% | 減碼 |
| 11 | CAT | Caterpillar Inc | +0.2% | -1.13% | 減碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | -3.43% | 減碼 |
| 13 | AXP | American Express Co | +0.2% | — | 不變 |
| 14 | GSK | Gsk Plc-spon Adr | +0.1% | — | 不變 |
| 15 | GEV | GE Vernova Inc | +0.1% | +37.86% | 加碼 |
| 16 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -1.06% | 減碼 |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +2.86% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | -3.79% | 減碼 |
| 19 | KKR | Kkr & Co Inc | +0.1% | +39.26% | 加碼 |
| 20 | MS | Morgan Stanley | +0.1% | -0.46% | 減碼 |
| 21 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.1% | -2.90% | 減碼 |
| 22 | ISRG | Intuitive Surgical Inc | +0.1% | -6.08% | 減碼 |
| 23 | C | Citigroup Inc | +0.1% | +2.27% | 加碼 |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | -7.29% | 減碼 |
| 25 | MATW | Matthews Intl Corp-class A | +0.1% | +206.52% | 加碼 |
| 26 | V | Visa Inc-class A Shares | +0.1% | +29.41% | 加碼 |
| 27 | COP | Conocophillips | +0.1% | +25.84% | 加碼 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | — | 不變 |
| 29 | WMT | Walmart Inc | +0.1% | — | 不變 |
| 30 | AMGN | Amgen Inc | +0.1% | -2.59% | 減碼 |
| 31 | KMI | Kinder Morgan, Inc. | +0.1% | -0.59% | 減碼 |
| 32 | XOM | Exxon Mobil CORP | +0.1% | -1.86% | 減碼 |
| 33 | TH | Target Hospitality CORP | 0% | +62.20% | 加碼 |
| 34 | BBSI | Barrett Business Svcs Inc | 0% | +152.63% | 加碼 |
| 35 | AMAT | Applied Materials Inc | 0% | -2.13% | 減碼 |
| 36 | BAC | Bank Of America CORP | 0% | — | 不變 |
| 37 | PH | Parker Hannifin CORP | 0% | — | 不變 |
| 38 | HCA | Hca Healthcare Inc | 0% | +1.11% | 加碼 |
| 39 | TSLA | Tesla Inc | 0% | -2.05% | 減碼 |
| 40 | QCOM | Qualcomm Inc | 0% | -1.64% | 減碼 |
| 41 | KO | Coca-cola Co/the | 0% | -1.94% | 減碼 |
| 42 | ABBV | Abbvie Inc | 0% | -0.95% | 減碼 |
| 43 | ATRO | Astronics CORP | 0% | -18.05% | 減碼 |
| 44 | CEG | Constellation Energy | 0% | +15.82% | 加碼 |
| 45 | MRK | Merck & Co. Inc. | 0% | -13.10% | 減碼 |
| 46 | PSX | Phillips 66 | 0% | -0.59% | 減碼 |
| 47 | XLV | Ss Health Care Select Sector | 0% | — | 不變 |
| 48 | GLD | Spdr Gold Shares | 0% | — | 不變 |
| 49 | ADI | Analog Devices Inc | 0% | -3.45% | 減碼 |
| 50 | NBIS | Nebius Group N.V. | 0% | +56.94% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Tripletail Wealth Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$8690.6萬，共申報了 263 個公開持股部位。
在 Q4 2025 季度，Tripletail Wealth Management, LLC 按市值排列的前三大核心持股分別為：JBTM (21.9%)、NVDA (5.6%)、IVW (3.8%)。其中最大持股部位 JBTM 佔據整體投資組合約 21.9% 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
INOD
市值: US$26.1萬
本季最大獲利了結 / 清倉標的
SECT
前期市值: US$118.2萬
在 Q4 2025 季度中，Tripletail Wealth Management, LLC 共進行了 181 項持倉異動，包含新建倉 11 個部位、加碼 29 個部位、減碼 86 個部位以及清倉 55 個部位。 其中最大新建倉標的為 INOD。 本季清倉部位包含 SECT。
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。