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: 0001730817
申報總市值
US$10.0億
US$10.0億
455 檔
16.0%
在 Q3 2025 申報期間，180 Wealth Advisors, LLC（CIK: 0001730817）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$10.0億，共持有 455 個公開申報部位。
180 Wealth Advisors, LLC 於 Q3 2025 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 24 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，180 Wealth Advisors, LLC 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合計佔整體申報市值的 16.0%，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 455 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 | MSFT | Microsoft CORP | 股票-科技 | 6.85% | -0.54% | +2.52% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.40% | -0.06% | -1.72% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.20% | -0.08% | -1.91% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.54% | +0.02% | +0.20% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.42% | +0.12% | -2.97% | |
| 6 | MNKD | Mannkind CORP | 股票-其他 | 1.88% | +0.92% | +11.24% | |
| 7 | SLVP | Ishares Msci Global Silver A | ETF-避險與商品 | 1.77% | -0.51% | +3.85% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 1.71% | +0.02% | -6.01% | |
| 9 | RING | Ishares Msci Global Gold Min | ETF-避險與商品 | 1.36% | -0.47% | -0.68% | |
| 10 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 1.34% | -0.40% | +1.65% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.29% | -0.12% | -1.88% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.27% | -0.03% | +1.96% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.17% | -0.06% | -1.19% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.12% | +0.08% | -0.86% | |
| 15 | BCX | Blackrock Resources & Commod | 股票-其他 | 1.08% | -0.25% | +7.94% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.08% | -0.11% | -0.98% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.05% | +0.11% | -2.18% | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.04% | -0.30% | +4.34% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.90% | +0.20% | -2.39% | |
| 20 | SIVR | Abrdn Physical Silver Shares | ETF-避險與商品 | 0.89% | -0.40% | +4.93% | |
| 21 | PATH | Uipath Inc - Class A | 股票-科技 | 0.88% | -0.09% | +0.68% | |
| 22 | GRAL | Grail Inc | 股票-醫療保健 | 0.86% | +0.12% | +4.68% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.84% | +0.43% | +227.89% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | -0.15% | -3.39% | |
| 25 | DFAI | Dimensional International Co | ETF-其他 | 0.78% | +0.01% | +9.08% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 0.78% | -0.19% | -7.69% | |
| 27 | TWLO | Twilio Inc - A | 股票-科技 | 0.74% | +0.27% | -1.95% | |
| 28 | SNOW | Snowflake Inc | 股票-科技 | 0.71% | +0.24% | -1.86% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.02% | -2.80% | |
| 30 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.67% | -0.06% | -2.68% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.02% | -5.63% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.64% | -0.10% | -1.37% | |
| 33 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.64% | -0.03% | +1.77% | |
| 34 | PNC | Pnc Financial Services Group | 股票-金融 | 0.63% | -0.09% | +9.85% | |
| 35 | P | Everpure Inc-a | 股票-科技 | 0.62% | +0.09% | -2.25% | |
| 36 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.61% | +0.02% | -0.18% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.58% | -0.08% | +4.04% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.58% | +0.12% | +3.66% | |
| 39 | ETN | Eaton Corporation plc | 股票-工業 | 0.54% | +0.01% | +0.51% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | +0.02% | +0.50% | |
| 41 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.51% | -0.06% | -0.57% | |
| 42 | BLK | Blackrock Inc | 股票-金融 | 0.50% | -0.05% | -1.01% | |
| 43 | EBAY | Ebay Inc | 股票-循環性消費 | 0.49% | +0.02% | NEW | |
| 44 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.48% | +0.02% | +1.76% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.48% | +0.41% | -0.85% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | — | +0.01% | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.47% | -0.05% | +2.08% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.46% | -0.10% | -5.51% | |
| 49 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.46% | +0.09% | +4.91% | |
| 50 | EMR | Emerson Electric Co | 股票-工業 | 0.45% | -0.02% | +0.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | -1.72% | 減碼 |
| 2 | AVGO | Broadcom Inc | +0.7% | -2.97% | 減碼 |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +0.6% | +227.89% | 加碼 |
| 4 | SLVP | Ishares Msci Global Silver A | +0.6% | +3.85% | 加碼 |
| 5 | GRAL | Grail Inc | +0.5% | +4.68% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.3% | -6.01% | 減碼 |
| 7 | RING | Ishares Msci Global Gold Min | +0.3% | -0.68% | 減碼 |
| 8 | GDX | Vaneck Gold Miners ETF | +0.3% | +4.34% | 加碼 |
| 9 | SYM | Symbotic Inc | +0.2% | -1.21% | 加碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.86% | 加碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -2.39% | 減碼 |
| 12 | ARM | Arm Holdings Plc-adr | +0.2% | +1.11% | 加碼 |
| 13 | MSFT | Microsoft CORP | +0.2% | +2.52% | 減碼 |
| 14 | P | Everpure Inc-a | +0.2% | -2.25% | 減碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.18% | 減碼 |
| 16 | PL | Planet Labs Pbc | +0.2% | +0.76% | 減碼 |
| 17 | DFAS | Dimensional US Small Cap ETF | +0.1% | +13.99% | 加碼 |
| 18 | GEV | GE Vernova Inc | +0.1% | -2.88% | 加碼 |
| 19 | MNKD | Mannkind CORP | +0.1% | +11.24% | 加碼 |
| 20 | LRCX | Lam Research CORP | +0.1% | +0.04% | 減碼 |
| 21 | REMX | Vaneck Rar Earth Nd Stg-usdi | +0.1% | -2.57% | 加碼 |
| 22 | QS | Quantumscape CORP | +0.1% | +5.81% | 加碼 |
| 23 | SIVR | Abrdn Physical Silver Shares | +0.1% | +4.93% | 加碼 |
| 24 | XME | Ss Spdr S&p Metals Mining | +0.1% | +1.46% | 加碼 |
| 25 | MP | Mp Materials CORP | +0.1% | -8.64% | 減碼 |
| 26 | ORCL | Oracle CORP | +0.1% | +1.75% | 加碼 |
| 27 | DFAI | Dimensional International Co | +0.1% | +9.08% | 加碼 |
| 28 | SNOW | Snowflake Inc | +0.1% | -1.86% | 減碼 |
| 29 | MCHI | Ishares Msci China ETF | +0.1% | +8.91% | 加碼 |
| 30 | ETN | Eaton Corporation plc | +0.1% | +0.51% | 加碼 |
| 31 | XLE | Ss Energy Select Sector | 0% | +19.92% | 加碼 |
| 32 | BCX | Blackrock Resources & Commod | 0% | +7.94% | 加碼 |
| 33 | INTC | Intel CORP | 0% | -0.85% | 減碼 |
| 34 | EBAY | Ebay Inc | 0% | -0.85% | 加碼 |
| 35 | GS | Goldman Sachs Group Inc | 0% | -5.51% | 減碼 |
| 36 | PATH | Uipath Inc - Class A | 0% | +0.68% | 減碼 |
| 37 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.96% | 加碼 |
| 38 | JPM | Jpmorgan Chase & Co | 0% | -2.80% | 減碼 |
| 39 | IOO | Ishares Global 100 ETF | 0% | +1.77% | 減碼 |
| 40 | SGOL | Abrdn Physical Gold Shares | -0.1% | +1.65% | 加碼 |
| 41 | META | Meta Platforms Inc-class A | -0.1% | -1.88% | 減碼 |
| 42 | AER | AerCap Holdings N.V. | -0.2% | -83.31% | 減碼 |
| 43 | TMUS | T-mobile US Inc | -0.3% | -27.06% | 減碼 |
| 44 | AMZN | Amazon.com Inc | -0.3% | +0.20% | 加碼 |
| 45 | AAPL | Apple Inc | -0.5% | -1.91% | 減碼 |
| 46 | QLD | Proshares Ultra Qqq | — | NEW | 新建倉 |
| 47 | RKLB | Rocket Lab CORP | — | NEW | 新建倉 |
| 48 | GBTC | Grayscale Bitcoin Trust ETF | — | NEW | 新建倉 |
| 49 | CROX | Crocs Inc | — | EXIT | 清倉 |
| 50 | KR | Kroger Co | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，180 Wealth Advisors, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$10.0億，共申報了 455 個公開持股部位。
在 Q3 2025 季度，180 Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：MSFT (6.8%)、NVDA (4.4%)、AAPL (3.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.8% 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
QLD
市值: US$293.6萬
本季最大獲利了結 / 清倉標的
CROX
前期市值: US$133.3萬
在 Q3 2025 季度中，180 Wealth Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 24 個部位、減碼 21 個部位以及清倉 1 個部位。 其中最大新建倉標的為 QLD。 本季清倉部位包含 CROX。
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。