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: 0001977992
申報總市值
US$1.9億
US$1.9億
84 檔
29.2%
在 Q3 2025 的 13F 官方備案中，Trivant Custom Portfolio Group, LLC 管理的美股投資組合規模來到 US$1.9億，整體持股檔數為 84 檔。
數據顯示 Trivant Custom Portfolio Group, LLC 於 Q3 2025 季度持續回收資金，對 42 個既有部位進行裁減並清倉 117 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Trivant Custom Portfolio Group, LLC 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合計佔整體申報市值的 29.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 8.23% | +0.95% | -0.32% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.41% | +0.41% | -0.62% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.18% | -0.13% | +0.04% | |
| 4 | USIG | Ishares Broad Usd Investment | ETF-其他 | 4.76% | -0.16% | +2.08% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 3.62% | -0.15% | +5.42% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.25% | +0.88% | -1.28% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.99% | +0.35% | -1.40% | |
| 8 | GE | General Electric | 股票-工業 | 2.92% | -0.08% | -0.78% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.70% | -1.61% | +0.37% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.56% | +0.20% | -0.71% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.49% | -0.27% | +0.15% | |
| 12 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.40% | +0.03% | -0.12% | |
| 13 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 2.36% | -2.91% | EXIT | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.34% | -0.12% | -0.83% | |
| 15 | RCIRX | Regan Ttl Rtrn Inc-inst | 股票-其他 | 2.22% | -0.06% | -0.12% | |
| 16 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.78% | -1.05% | +0.27% | |
| 17 | SYK | Stryker CORP | 股票-醫療保健 | 1.77% | -0.08% | +0.27% | |
| 18 | BBBI | Bblx Bbb 5-10y Corpbond ETF | ETF-其他 | 1.75% | — | +0.03% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.68% | +0.15% | +0.46% | |
| 20 | NOC | Northrop Grumman CORP | 股票-工業 | 1.41% | -0.50% | -1.34% | |
| 21 | UBS | UBS Group AG | 股票-金融 | 1.36% | -1.38% | EXIT | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.28% | -0.49% | -1.15% | |
| 23 | LNG | Cheniere Energy Inc | 股票-能源 | 1.20% | -0.30% | +3.58% | |
| 24 | UBER | Uber Technologies Inc | 股票-工業 | 1.19% | +0.02% | +93.01% | |
| 25 | AZO | Autozone Inc | 股票-循環性消費 | 1.12% | -0.08% | +1.19% | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.02% | -0.12% | +1.26% | |
| 27 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.02% | -0.11% | +17.29% | |
| 28 | MSCI | Msci Inc | 股票-金融 | 0.96% | +0.06% | +0.64% | |
| 29 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.96% | -0.09% | +1.04% | |
| 30 | AME | Ametek Inc | 股票-工業 | 0.95% | +0.12% | +0.38% | |
| 31 | RNMBY | Rheinmetall Ag-unsp Adr | 股票-其他 | 0.95% | -0.24% | +1.62% | |
| 32 | ASML | ASML Holding N.V. | 股票-科技 | 0.91% | +0.61% | +1.11% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.88% | — | -3.30% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.88% | +0.09% | +0.51% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.86% | +1.02% | -0.49% | |
| 36 | DE | Deere & Co | 股票-工業 | 0.85% | +0.10% | +0.67% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.79% | +0.08% | +1.03% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.79% | +0.42% | +1.54% | |
| 39 | NFLX | Netflix Inc | 股票-通訊服務 | 0.79% | +0.34% | +31.28% | |
| 40 | TCEHY | Tencent Holdings Ltd-uns Adr | 股票-其他 | 0.79% | -0.14% | +1.81% | |
| 41 | SRE | Sempra | 股票-公用事業 | 0.75% | -0.08% | -0.17% | |
| 42 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.74% | +0.16% | -0.12% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.70% | -0.10% | -0.14% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.68% | -0.47% | EXIT | |
| 45 | RMD | Resmed Inc | 股票-醫療保健 | 0.67% | -0.13% | +1.55% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.66% | +0.23% | +2.67% | |
| 47 | EVR | Evercore Inc - A | 股票-金融 | 0.62% | +0.04% | -0.36% | |
| 48 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.61% | -0.04% | -12.40% | |
| 49 | AVGO | Broadcom Inc | 股票-科技 | 0.60% | +0.25% | +1.67% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.58% | -0.33% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -0.62% | 減碼 |
| 2 | MSFT | Microsoft CORP | +0.9% | +0.04% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | -1.28% | 減碼 |
| 4 | GE | General Electric | +0.7% | -0.78% | 減碼 |
| 5 | NVO | Novo-nordisk A/s-spons Adr | +0.7% | +9.89% | 加碼 |
| 6 | UBER | Uber Technologies Inc | +0.7% | +93.01% | 加碼 |
| 7 | NOW | Servicenow Inc | +0.4% | — | 加碼 |
| 8 | ORCL | Oracle CORP | +0.3% | -1.06% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | -0.71% | 減碼 |
| 10 | NFLX | Netflix Inc | +0.3% | +31.28% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.3% | +1.67% | 加碼 |
| 12 | AMD | Advanced Micro Devices | +0.2% | -0.49% | 減碼 |
| 13 | UBS | UBS Group AG | +0.2% | -0.09% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | -0.83% | 減碼 |
| 15 | MELI | Mercadolibre Inc | +0.2% | +17.29% | 加碼 |
| 16 | ASML | ASML Holding N.V. | +0.2% | +1.11% | 加碼 |
| 17 | ULTA | Ulta Beauty Inc | +0.2% | +1.04% | 減碼 |
| 18 | EVR | Evercore Inc - A | +0.2% | -0.36% | 減碼 |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +1.03% | 加碼 |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +8.06% | 加碼 |
| 21 | AAPL | Apple Inc | +0.1% | -0.32% | 減碼 |
| 22 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +0.51% | 加碼 |
| 23 | SHOP | Shopify Inc - Class A | +0.1% | -0.52% | 減碼 |
| 24 | TSLA | Tesla Inc | +0.1% | — | 加碼 |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | — | 加碼 |
| 26 | BKNG | Booking Holdings Inc | +0.1% | -0.12% | 減碼 |
| 27 | WMT | Walmart Inc | +0.1% | +0.37% | 減碼 |
| 28 | SRE | Sempra | +0.1% | -0.17% | 減碼 |
| 29 | RMD | Resmed Inc | +0.1% | +1.55% | 加碼 |
| 30 | WSM | Williams-sonoma Inc | +0.1% | -0.12% | 減碼 |
| 31 | AZO | Autozone Inc | +0.1% | +1.19% | 加碼 |
| 32 | CDNS | Cadence Design Sys Inc | +0.1% | +1.89% | 減碼 |
| 33 | LLY | Eli Lilly & Co | 0% | +2.67% | 加碼 |
| 34 | IMCV | Ishares Morningstar Mid-cap | 0% | +1.74% | 加碼 |
| 35 | EFA | Ishares Msci Eafe ETF | 0% | +3.33% | 加碼 |
| 36 | BAC | Bank Of America CORP | 0% | -3.30% | 減碼 |
| 37 | IWP | Ishares Russell Mid-cap Grow | 0% | — | 不變 |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | — | +5.42% | 加碼 |
| 39 | AMZN | Amazon.com Inc | — | -1.40% | 減碼 |
| 40 | INTU | Intuit Inc | — | — | 不變 |
| 41 | FIW | First Trust Water ETF | — | — | 不變 |
| 42 | QCOM | Qualcomm Inc | 0% | — | 不變 |
| 43 | AME | Ametek Inc | 0% | +0.38% | 減碼 |
| 44 | HSY | Hershey Co/the | 0% | +0.35% | 減碼 |
| 45 | VWUAX | Vanguard US Growth Fund-adm | 0% | — | 減碼 |
| 46 | VTSAX | Vanguard Ttl Stk Mkt-adm | 0% | — | 減碼 |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.90% | 減碼 |
| 48 | VOO | Vanguard S&p 500 ETF | 0% | +0.24% | 減碼 |
| 49 | MAS | Masco CORP | -0.1% | -7.36% | 減碼 |
| 50 | LOW | Lowe's Cos Inc | -0.1% | +0.27% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Trivant Custom Portfolio Group, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$1.9億，共申報了 84 個公開持股部位。
在 Q3 2025 季度，Trivant Custom Portfolio Group, LLC 按市值排列的前三大核心持股分別為：AAPL (8.2%)、NVDA (6.4%)、MSFT (5.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.2% 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
SWVXX
市值: US$459.1萬
本季最大獲利了結 / 清倉標的
MBSD
前期市值: US$638.6萬
在 Q3 2025 季度中，Trivant Custom Portfolio Group, LLC 共進行了 196 項持倉異動，包含新建倉 12 個部位、加碼 25 個部位、減碼 42 個部位以及清倉 117 個部位。 其中最大新建倉標的為 SWVXX。 本季清倉部位包含 MBSD。
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。