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: 0001766564
申報總市值
US$11.0億
US$11.0億
346 檔
17.2%
在 Q3 2025 申報期間，Trivium Point Advisory, LLC（CIK: 0001766564）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$11.0億，共持有 346 個公開申報部位。
Q3 2025 數據顯示 Trivium Point Advisory, LLC 積極進場，新開立 5 個部位並同步加碼 29 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 SPOT, NVDA, MSFT）累計市值佔比達 17.2%，是驅動 Trivium Point Advisory, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 346 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 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 7.05% | -4.55% | +0.05% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.15% | -0.92% | -2.21% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.35% | -0.70% | +0.86% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.63% | -1.11% | +0.44% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.20% | -0.70% | +2.04% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.09% | -1.13% | -1.98% | |
| 7 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.65% | +0.39% | +5.38% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.65% | +2.99% | -14.63% | |
| 9 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.59% | -0.81% | +3.18% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 1.42% | -0.12% | -7.45% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.25% | +0.83% | +5.05% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.21% | -0.82% | +3.07% | |
| 13 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.18% | +1.30% | +47.40% | |
| 14 | AGNC | Agnc Investment CORP | 股票-房地產 | 1.14% | +0.81% | +19.37% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.12% | +1.00% | +0.38% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.51% | -10.25% | |
| 17 | WMB | Williams Cos Inc | 股票-能源 | 1.07% | +0.61% | +8.73% | |
| 18 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.05% | +0.72% | +7.93% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.01% | -0.41% | +36.40% | |
| 20 | TSLA | Tesla Inc | 股票-循環性消費 | 0.99% | -0.25% | +2.93% | |
| 21 | LNG | Cheniere Energy Inc | 股票-能源 | 0.98% | +0.90% | +16.28% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.97% | +0.39% | -10.32% | |
| 23 | CPNG | Coupang Inc | 股票-循環性消費 | 0.97% | -0.54% | -0.08% | |
| 24 | BKDV | Bny Mellon Dynamic Value | ETF-其他 | 0.94% | +0.08% | +183.32% | |
| 25 | ETN | Eaton Corporation plc | 股票-工業 | 0.89% | -0.05% | +18.55% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.89% | -0.58% | -7.57% | |
| 27 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.88% | +0.34% | +12.61% | |
| 28 | IREN | IREN Limited | 股票-其他 | 0.87% | +0.31% | -29.31% | |
| 29 | CCJ | Cameco CORP | 股票-能源 | 0.85% | +0.49% | +5.85% | |
| 30 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.84% | +0.29% | +6.20% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.83% | — | +6.26% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.82% | -0.62% | +3.65% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.82% | +0.06% | -3.63% | |
| 34 | BYLD | Ishares Yield Optimized Bond | ETF-其他 | 0.81% | +0.59% | NEW | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.77% | +0.31% | -1.42% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.41% | +4.81% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.71% | -0.57% | -3.81% | |
| 38 | MU | Micron Technology Inc | 股票-科技 | 0.71% | +1.56% | +99.03% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.71% | -0.26% | -0.64% | |
| 40 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.67% | -0.45% | -5.84% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.64% | +0.60% | NEW | |
| 42 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.64% | +0.55% | NEW | |
| 43 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.62% | -0.24% | EXIT | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.62% | +0.17% | +26.91% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | -0.25% | -31.64% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.61% | -0.21% | -14.57% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.60% | -0.45% | -10.00% | |
| 48 | CACI | Caci International Inc -cl A | 股票-科技 | 0.59% | +0.32% | +17.48% | |
| 49 | ETR | Entergy CORP | 股票-公用事業 | 0.59% | +0.64% | +258.71% | |
| 50 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 0.53% | +0.23% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -2.21% | 減碼 |
| 2 | ORCL | Oracle CORP | +0.8% | -7.45% | 加碼 |
| 3 | IREN | IREN Limited | +0.8% | -29.31% | 加碼 |
| 4 | GDX | Vaneck Gold Miners ETF | +0.7% | +5.38% | 加碼 |
| 5 | BKDV | Bny Mellon Dynamic Value | +0.6% | +183.32% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.6% | +0.86% | 加碼 |
| 7 | CCJ | Cameco CORP | +0.5% | +5.85% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.98% | 減碼 |
| 9 | AMLP | Alerian Mlp ETF | +0.4% | +47.40% | 加碼 |
| 10 | MU | Micron Technology Inc | +0.4% | +99.03% | 加碼 |
| 11 | ETR | Entergy CORP | +0.4% | +258.71% | 加碼 |
| 12 | RDVY | First Trust Rising Dividend | +0.4% | +131.28% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.4% | +5.05% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.3% | +36.40% | 加碼 |
| 15 | ETN | Eaton Corporation plc | +0.3% | +18.55% | 加碼 |
| 16 | TEM | Tempus Ai Inc-cl A | +0.3% | +14.69% | 加碼 |
| 17 | SPOT | Spotify Technology S.A. | +0.3% | +0.05% | 加碼 |
| 18 | AGNC | Agnc Investment CORP | +0.3% | +19.37% | 加碼 |
| 19 | TSLA | Tesla Inc | +0.3% | +2.93% | 加碼 |
| 20 | CACI | Caci International Inc -cl A | +0.3% | +17.48% | 加碼 |
| 21 | MDT | Medtronic plc | +0.3% | +95.45% | 加碼 |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | -14.63% | 加碼 |
| 23 | AVGO | Broadcom Inc | +0.3% | -0.64% | 減碼 |
| 24 | CSCO | Cisco Systems Inc | +0.2% | +125.53% | 加碼 |
| 25 | AMD | Advanced Micro Devices | +0.2% | -4.09% | 加碼 |
| 26 | URA | Global X Uranium ETF | +0.2% | +4.48% | 加碼 |
| 27 | GLD | Spdr Gold Shares | +0.2% | +7.93% | 加碼 |
| 28 | IWY | Ishares Russell Top 200 Grow | +0.2% | +12.61% | 加碼 |
| 29 | LNG | Cheniere Energy Inc | +0.2% | +16.28% | 加碼 |
| 30 | CPNG | Coupang Inc | +0.2% | -0.08% | 減碼 |
| 31 | WMB | Williams Cos Inc | +0.1% | +8.73% | 加碼 |
| 32 | AMZN | Amazon.com Inc | 0% | +2.04% | 加碼 |
| 33 | AAPL | Apple Inc | -0.2% | +0.44% | 加碼 |
| 34 | SPHY | Ss Spdr P High Yield ETF | -0.3% | -91.29% | 減碼 |
| 35 | SPGI | S&p Global Inc | -0.3% | -67.93% | 減碼 |
| 36 | AWK | American Water Works Co Inc | -0.3% | -60.37% | 減碼 |
| 37 | AMGN | Amgen Inc | -0.5% | +6.20% | 減碼 |
| 38 | ✓ | Cyberark Software LTD. Cmn | -0.5% | -96.41% | 減碼 |
| 39 | V | Visa Inc-class A Shares | -0.6% | -31.64% | 減碼 |
| 40 | UNH | Unitedhealth Group Inc | -0.7% | -22.72% | 減碼 |
| 41 | IHI | Ishares U.s. Medical Devices | -1% | +344.00% | 減碼 |
| 42 | RWL | Invesco S&p 500 Revenue ETF | — | EXIT | 清倉 |
| 43 | BINC | Ishares Flex I A Etf-usd Inc | — | NEW | 新建倉 |
| 44 | COPX | Global X Copper Miners ETF | — | NEW | 新建倉 |
| 45 | NVT | nVent Electric plc | — | NEW | 新建倉 |
| 46 | IWR | Ishares Russell Mid-cap ETF | — | NEW | 新建倉 |
| 47 | FLBL | Franklin Senior Loan ETF | — | EXIT | 清倉 |
| 48 | IWM | Ishares Russell 2000 ETF | — | NEW | 新建倉 |
| 49 | AMT | American Tower CORP | — | EXIT | 清倉 |
| 50 | NLR | Vaneck Urani & Nuclr Etf-usd | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Trivium Point Advisory, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$11.0億，共申報了 346 個公開持股部位。
在 Q3 2025 季度，Trivium Point Advisory, LLC 按市值排列的前三大核心持股分別為：SPOT (7.0%)、NVDA (4.2%)、MSFT (3.4%)。其中最大持股部位 SPOT 佔據整體投資組合約 7.0% 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
BINC
市值: US$515.2萬
本季最大獲利了結 / 清倉標的
RWL
前期市值: US$719.1萬
在 Q3 2025 季度中，Trivium Point Advisory, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 29 個部位、減碼 12 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BINC。 本季清倉部位包含 RWL。
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。