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: 0002036975
申報總市值
US$2.8億
US$2.8億
283 檔
16.9%
截至 Q1 2025 季度末，YANKCOM Partnership 的美股持倉估值約為 US$2.8億，全數申報部位共有 283 檔。
在 Q1 2025，YANKCOM Partnership 操作展現出積極擴展與加碼意向。本季共新建倉 1 個新部位，並對 27 個既有持股進行加碼（合計增持 28 檔），相較減碼與清倉部位顯著佔優。
整體而言，YANKCOM Partnership 的前 5 大持股（包含 VEA, SCHV, VOO）貢獻了組合市值的 16.9%，形成該機構在 Q1 2025 季度的基本面基石。
僅顯示前 200 大持股（共 283 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.03% | +0.36% | -0.14% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-其他 | 5.91% | +0.59% | -2.88% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.71% | +0.46% | +0.40% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.33% | +0.44% | -2.62% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.92% | -0.04% | +1.31% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.01% | +2.97% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.88% | +0.44% | -0.70% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.88% | +0.01% | +1.01% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.74% | -0.06% | — | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | +0.09% | +4.00% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.70% | +0.12% | -0.52% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.52% | +0.09% | -0.22% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | +0.27% | -12.49% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.32% | — | +1.07% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.20% | -0.02% | -0.84% | |
| 16 | C | Citigroup Inc | 股票-金融 | 1.18% | +0.11% | +0.42% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.10% | +0.04% | -1.74% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.08% | -0.08% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.02% | +0.01% | -0.51% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | +0.11% | +0.09% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.98% | +0.05% | +4.99% | |
| 22 | UNP | Union Pacific CORP | 股票-工業 | 0.96% | — | +1.24% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.96% | -0.16% | -0.66% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | -0.35% | +1.75% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.87% | +0.05% | -0.30% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.87% | -0.20% | -0.65% | |
| 27 | WMB | Williams Cos Inc | 股票-能源 | 0.87% | -0.11% | -12.80% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.85% | -0.06% | +16.41% | |
| 29 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.85% | -0.03% | -28.83% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.82% | -0.11% | +0.13% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.82% | +0.19% | -1.50% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | +0.06% | -1.72% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.78% | -0.13% | -0.36% | |
| 34 | MDT | Medtronic plc | 股票-醫療保健 | 0.76% | -0.05% | +7.07% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.74% | -0.06% | +9.90% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.73% | -0.02% | — | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 0.72% | -0.68% | EXIT | |
| 38 | PM | Philip Morris International | 股票-非循環性消費 | 0.71% | -0.02% | -14.17% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | -0.10% | -2.96% | |
| 40 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.69% | -0.06% | -0.72% | |
| 41 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.65% | -0.01% | -1.70% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | -0.07% | +9.48% | |
| 43 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.62% | — | -6.49% | |
| 44 | TSLA | Tesla Inc | 股票-循環性消費 | 0.60% | +0.03% | +18.77% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.58% | +0.02% | +10.83% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.58% | -0.16% | +0.89% | |
| 47 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.58% | -0.07% | -1.57% | |
| 48 | DOW | Dow Inc | 股票-原物料 | 0.57% | -0.27% | EXIT | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.57% | -0.13% | +0.20% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.56% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.6% | -0.14% | 減碼 |
| 2 | NEE | Nextera Energy Inc | +0.2% | +129.09% | 加碼 |
| 3 | ABBV | Abbvie Inc | +0.2% | -1.74% | 減碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +0.09% | 加碼 |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | — | 不變 |
| 6 | VCIT | Vanguard Int-term Corporate | +0.2% | +3265.00% | 加碼 |
| 7 | PG | Procter & Gamble Co/the | +0.2% | +16.41% | 加碼 |
| 8 | JNJ | Johnson & Johnson | +0.2% | +9.48% | 加碼 |
| 9 | AEP | American Electric Power | +0.1% | +39.89% | 加碼 |
| 10 | MDT | Medtronic plc | +0.1% | +7.07% | 加碼 |
| 11 | ABT | Abbott Laboratories | +0.1% | +0.13% | 加碼 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +1.75% | 加碼 |
| 13 | COP | Conocophillips | +0.1% | +46.50% | 加碼 |
| 14 | NVS | Novartis Ag-sponsored Adr | +0.1% | +8.46% | 加碼 |
| 15 | DOW | Dow Inc | +0.1% | +39.84% | 加碼 |
| 16 | PM | Philip Morris International | +0.1% | -14.17% | 減碼 |
| 17 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | — | 不變 |
| 18 | VZ | Verizon Communications Inc | +0.1% | +0.20% | 加碼 |
| 19 | TRP | Tc Energy CORP | +0.1% | +22.10% | 加碼 |
| 20 | CVX | Chevron CORP | +0.1% | +0.71% | 加碼 |
| 21 | V | Visa Inc-class A Shares | +0.1% | -1.72% | 減碼 |
| 22 | HIMU | Ishares High Yild Muni A ETF | +0.1% | NEW | 新建倉 |
| 23 | HAS | Hasbro Inc | +0.1% | +13.14% | 加碼 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.84% | 減碼 |
| 25 | GOOG | Alphabet Inc-cl C | -0.1% | +5.80% | 加碼 |
| 26 | ETN | Eaton Corporation plc | -0.1% | +1.03% | 加碼 |
| 27 | CRM | Salesforce Inc | -0.1% | +1.38% | 加碼 |
| 28 | DUK | Duke Energy CORP | -0.1% | -33.93% | 減碼 |
| 29 | VOO | Vanguard S&p 500 ETF | -0.1% | +0.40% | 加碼 |
| 30 | RIGS | Alps Strategic Incme Fd-usdi | -0.1% | -55.39% | 減碼 |
| 31 | PYPL | Paypal Holdings Inc | -0.1% | -0.15% | 減碼 |
| 32 | TGT | Target CORP | -0.1% | +0.10% | 加碼 |
| 33 | DSI | Ishares Esg Msci Kld 400 ETF | -0.1% | -35.72% | 減碼 |
| 34 | JPM | Jpmorgan Chase & Co | -0.1% | -12.49% | 減碼 |
| 35 | IJR | Ishares Core S&p Small-cap E | -0.1% | -0.22% | 減碼 |
| 36 | GLW | Corning Inc | -0.1% | -29.98% | 減碼 |
| 37 | F | Ford Motor Co | -0.1% | EXIT | 清倉 |
| 38 | DLR | Digital Realty Trust Inc | -0.1% | -1.57% | 減碼 |
| 39 | TSLA | Tesla Inc | -0.2% | +18.77% | 加碼 |
| 40 | MSFT | Microsoft CORP | -0.2% | +2.97% | 加碼 |
| 41 | DIS | Walt Disney Co/the | -0.2% | -91.49% | 減碼 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.07% | 加碼 |
| 43 | AAPL | Apple Inc | -0.3% | +1.01% | 加碼 |
| 44 | IWY | Ishares Russell Top 200 Grow | -0.3% | -0.70% | 減碼 |
| 45 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -2.62% | 減碼 |
| 46 | NVDA | Nvidia CORP | -0.3% | +4.00% | 加碼 |
| 47 | AMZN | Amazon.com Inc | -0.3% | +1.31% | 加碼 |
| 48 | AVGO | Broadcom Inc | -0.3% | -0.65% | 減碼 |
| 49 | AMP | Ameriprise Financial Inc | -0.4% | -28.83% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.4% | -75.33% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，YANKCOM Partnership 在 Q1 2025 季度的美股持倉總市值約為 US$2.8億，共申報了 283 個公開持股部位。
在 Q1 2025 季度，YANKCOM Partnership 按市值排列的前三大核心持股分別為：VEA (7.0%)、SCHV (5.9%)、VOO (5.7%)。其中最大持股部位 VEA 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
HIMU
市值: US$12.8萬
本季最大獲利了結 / 清倉標的
F
前期市值: US$23.3萬
在 Q1 2025 季度中，YANKCOM Partnership 共進行了 48 項持倉異動，包含新建倉 1 個部位、加碼 27 個部位、減碼 19 個部位以及清倉 1 個部位。 其中最大新建倉標的為 HIMU。 本季清倉部位包含 F。
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。