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: 0001635633
申報總市值
US$11.8億
US$11.8億
457 檔
45.7%
在 Q1 2025 申報期間，Trust Point Inc.（CIK: 0001635633）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$11.8億，共持有 457 個公開申報部位。
數據顯示 Trust Point Inc. 於 Q1 2025 季度持續回收資金，對 45 個既有部位進行裁減並清倉 2 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，Trust Point Inc. 的前 5 大核心持股（包含 VIG, QGRW, ISTB 等）合計佔整體申報市值的 45.7%，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 457 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 20.87% | +0.62% | -10.55% | |
| 2 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 11.91% | +2.24% | -1.42% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 8.02% | -0.11% | -46.58% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 5.48% | +1.44% | -10.79% | |
| 5 | PFG | Principal Financial Group | 股票-金融 | 2.85% | -0.71% | -0.10% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.09% | -2.30% | EXIT | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.69% | -0.08% | — | |
| 8 | PWR | Quanta Services Inc | 股票-工業 | 1.64% | -3.36% | EXIT | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.29% | +0.16% | -0.57% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | — | -27.88% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.22% | +0.06% | — | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.15% | +0.11% | +0.09% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | +0.51% | -29.34% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.04% | +0.16% | -0.74% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | +0.12% | +4.24% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.82% | +0.08% | -0.34% | |
| 17 | WTPI | Wisdomtree Equity Premium In | ETF-其他 | 0.81% | -0.07% | -19.04% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | -0.21% | -4.47% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | -0.62% | EXIT | |
| 20 | IVLU | Ishares Msci International V | ETF-其他 | 0.74% | +0.05% | -52.78% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.67% | +0.12% | -0.05% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.58% | +0.09% | +2.96% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.58% | -0.60% | EXIT | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | +0.31% | -27.37% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.50% | +0.03% | +19.10% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | -0.03% | -16.53% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.49% | +0.19% | -25.43% | |
| 28 | FAST | Fastenal Co | 股票-工業 | 0.47% | +0.18% | -12.51% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | +0.01% | -28.60% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.44% | +0.06% | -68.60% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.43% | -0.06% | -10.13% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.04% | -23.75% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.34% | +0.03% | -0.45% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.33% | +0.03% | -14.99% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.32% | +0.02% | -8.86% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.31% | +0.02% | -8.89% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.31% | +0.01% | -23.92% | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.30% | +0.29% | +5.81% | |
| 39 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 0.30% | +0.02% | +0.24% | |
| 40 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.29% | — | -0.07% | |
| 41 | TSLA | Tesla Inc | 股票-循環性消費 | 0.29% | +0.08% | -33.25% | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.28% | -0.05% | -3.68% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.27% | -0.18% | EXIT | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.27% | +0.10% | -25.95% | |
| 45 | BND | Vanguard Total Bond Market | ETF-其他 | 0.26% | -0.04% | +37.89% | |
| 46 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.25% | — | +2.02% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.25% | -0.05% | -14.34% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.24% | +0.01% | -27.53% | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.23% | — | -13.21% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.22% | +0.04% | -0.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +3% | -10.55% | 減碼 |
| 2 | QGRW | Wisdomtree US Quality Growth | +1.6% | -1.42% | 減碼 |
| 3 | PFG | Principal Financial Group | +0.9% | -0.10% | 減碼 |
| 4 | VV | Vanguard Large-cap ETF | +0.6% | -10.79% | 減碼 |
| 5 | IWB | Ishares Russell 1000 ETF | +0.3% | — | 不變 |
| 6 | SCHM | Schwab US Mid Cap ETF | +0.2% | +0.09% | 加碼 |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -0.57% | 減碼 |
| 8 | BND | Vanguard Total Bond Market | +0.1% | +37.89% | 加碼 |
| 9 | WMT | Walmart Inc | +0.1% | -10.13% | 減碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -16.53% | 減碼 |
| 11 | V | Visa Inc-class A Shares | +0.1% | -23.75% | 減碼 |
| 12 | WTPI | Wisdomtree Equity Premium In | 0% | -19.04% | 減碼 |
| 13 | VWO | Vanguard Ftse Emerging Marke | 0% | -23.92% | 減碼 |
| 14 | MA | Mastercard Inc - A | — | -27.53% | 減碼 |
| 15 | LLY | Eli Lilly & Co | — | -28.98% | 減碼 |
| 16 | GS | Goldman Sachs Group Inc | — | -21.42% | 減碼 |
| 17 | UNH | Unitedhealth Group Inc | 0% | -30.72% | 減碼 |
| 18 | COST | Costco Wholesale CORP | 0% | -28.64% | 減碼 |
| 19 | NFLX | Netflix Inc | 0% | -33.90% | 減碼 |
| 20 | EMR | Emerson Electric Co | 0% | -27.27% | 減碼 |
| 21 | MEDP | Medpace Holdings Inc | 0% | -36.45% | 減碼 |
| 22 | ORCL | Oracle CORP | 0% | -15.86% | 減碼 |
| 23 | GWRE | Guidewire Software Inc | 0% | -55.54% | 減碼 |
| 24 | WK | Workiva Inc | 0% | -22.12% | 減碼 |
| 25 | ALKT | Alkami Technology Inc | 0% | -47.73% | 減碼 |
| 26 | DSGX | Descartes Systems Grp/the | 0% | -44.70% | 減碼 |
| 27 | META | Meta Platforms Inc-class A | 0% | -28.60% | 減碼 |
| 28 | NOW | Servicenow Inc | 0% | -22.42% | 減碼 |
| 29 | EME | Emcor Group Inc | 0% | -61.58% | 減碼 |
| 30 | FIVE | Five Below | 0% | -34.70% | 減碼 |
| 31 | GKOS | Glaukos CORP | 0% | -53.72% | 減碼 |
| 32 | CRM | Salesforce Inc | -0.1% | -33.66% | 減碼 |
| 33 | MBB | Ishares Mbs ETF | -0.1% | EXIT | 清倉 |
| 34 | FRPT | Freshpet Inc | -0.1% | -31.26% | 減碼 |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | -25.95% | 減碼 |
| 36 | SPSC | Sps Commerce Inc | -0.1% | -33.46% | 減碼 |
| 37 | GLOB | Globant S.A. | -0.1% | -32.56% | 減碼 |
| 38 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.1% | -76.18% | 減碼 |
| 39 | AMZN | Amazon.com Inc | -0.2% | -31.39% | 減碼 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | -27.37% | 減碼 |
| 41 | AAPL | Apple Inc | -0.2% | -20.72% | 減碼 |
| 42 | AVGO | Broadcom Inc | -0.2% | -25.43% | 減碼 |
| 43 | TSLA | Tesla Inc | -0.2% | -33.25% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.2% | -27.88% | 減碼 |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | EXIT | 清倉 |
| 46 | IVLU | Ishares Msci International V | -0.3% | -52.78% | 減碼 |
| 47 | NVDA | Nvidia CORP | -0.4% | -29.34% | 減碼 |
| 48 | VEU | Vanguard Ftse All-world Ex-u | -0.6% | -68.60% | 減碼 |
| 49 | PWR | Quanta Services Inc | -2% | -57.16% | 減碼 |
| 50 | ISTB | Ishares Core 1-5 Year Usd Bo | -3.3% | -46.58% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Trust Point Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$11.8億，共申報了 457 個公開持股部位。
在 Q1 2025 季度，Trust Point Inc. 按市值排列的前三大核心持股分別為：VIG (20.9%)、QGRW (11.9%)、ISTB (8.0%)。其中最大持股部位 VIG 佔據整體投資組合約 20.9% 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。
本季最大獲利了結 / 清倉標的
IUSB
前期市值: US$392.4萬
在 Q1 2025 季度中，Trust Point Inc. 共進行了 49 項持倉異動，包含新建倉 0 個部位、加碼 2 個部位、減碼 45 個部位以及清倉 2 個部位。 本季清倉部位包含 IUSB。
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。