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
471 檔
15.8%
根據最新整理的 13F 季度數據集，180 Wealth Advisors, LLC 於 Q4 2025 結束時的管理資產規模為 US$10.0億。該機構在本季度申報了 471 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，180 Wealth Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 5 個新部位，並對 24 個既有持股進行加碼（合計增持 29 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, NVDA, AAPL）占據了總市值的 15.8%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 471 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 | 5.95% | -0.54% | -0.47% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.09% | -0.06% | -0.59% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.09% | -0.08% | -3.27% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.52% | +0.02% | +1.05% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.33% | +0.12% | -1.64% | |
| 6 | SLVP | Ishares Msci Global Silver A | ETF-避險與商品 | 2.08% | -0.51% | +0.04% | |
| 7 | MNKD | Mannkind CORP | 股票-其他 | 1.91% | +0.92% | +3.02% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 1.64% | +0.02% | +1.55% | |
| 9 | RING | Ishares Msci Global Gold Min | ETF-避險與商品 | 1.44% | -0.47% | -0.10% | |
| 10 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 1.41% | -0.40% | +1.43% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.38% | +0.11% | +9.39% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.35% | +0.08% | -0.10% | |
| 13 | SIVR | Abrdn Physical Silver Shares | ETF-避險與商品 | 1.27% | -0.40% | +0.92% | |
| 14 | BCX | Blackrock Resources & Commod | 股票-其他 | 1.26% | -0.25% | +14.87% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.25% | -0.03% | +5.67% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.23% | -0.12% | +13.38% | |
| 17 | GRAL | Grail Inc | 股票-醫療保健 | 1.12% | +0.12% | -3.21% | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.08% | -0.30% | -1.04% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.08% | -0.06% | -2.84% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.01% | -0.11% | -1.58% | |
| 21 | PATH | Uipath Inc - Class A | 股票-科技 | 0.98% | -0.09% | -1.90% | |
| 22 | TWLO | Twilio Inc - A | 股票-科技 | 0.91% | +0.27% | -6.97% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.89% | +0.20% | -1.79% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 0.82% | -0.19% | +4.20% | |
| 25 | DFAI | Dimensional International Co | ETF-其他 | 0.80% | +0.01% | +4.89% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.74% | +0.43% | -0.66% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.71% | -0.15% | -0.70% | |
| 28 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.69% | -0.03% | +9.53% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | -0.02% | +1.20% | |
| 30 | SNOW | Snowflake Inc | 股票-科技 | 0.65% | +0.24% | -0.47% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.02% | +5.53% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.63% | -0.06% | -1.95% | |
| 33 | AMGN | Amgen Inc | 股票-醫療保健 | 0.63% | -0.11% | +63.23% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.61% | -0.10% | -3.26% | |
| 35 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.58% | +0.02% | +0.06% | |
| 36 | QCOM | Qualcomm Inc | 股票-科技 | 0.57% | +0.12% | +3.06% | |
| 37 | LRCX | Lam Research CORP | 股票-科技 | 0.55% | +0.53% | +17.17% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 0.54% | -0.09% | -12.23% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.54% | -0.03% | +9.09% | |
| 40 | ILMN | Illumina Inc | 股票-醫療保健 | 0.51% | +0.13% | -2.05% | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 0.51% | -0.21% | +164.74% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.50% | +0.02% | +0.59% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.50% | -0.10% | +3.62% | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.50% | -0.06% | +0.19% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.21% | +12.05% | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.48% | +0.02% | +2.85% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.47% | +0.41% | -4.47% | |
| 48 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.46% | -0.05% | -0.17% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | — | +0.24% | |
| 50 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.46% | -0.03% | +4.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SIVR | Abrdn Physical Silver Shares | +0.4% | +0.92% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +9.39% | 加碼 |
| 3 | SLVP | Ishares Msci Global Silver A | +0.3% | +0.04% | 加碼 |
| 4 | AMGN | Amgen Inc | +0.3% | +63.23% | 加碼 |
| 5 | GRAL | Grail Inc | +0.3% | -3.21% | 減碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -0.10% | 減碼 |
| 7 | AXON | Axon Enterprise Inc | +0.2% | +552.13% | 加碼 |
| 8 | CMG | Chipotle Mexican Grill Inc | +0.2% | +379.77% | 加碼 |
| 9 | BCX | Blackrock Resources & Commod | +0.2% | +14.87% | 加碼 |
| 10 | TWLO | Twilio Inc - A | +0.2% | -6.97% | 減碼 |
| 11 | LRCX | Lam Research CORP | +0.2% | +17.17% | 加碼 |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +9.09% | 加碼 |
| 13 | ILMN | Illumina Inc | +0.1% | -2.05% | 減碼 |
| 14 | NEM | Newmont CORP | +0.1% | +49.22% | 加碼 |
| 15 | ACN | Accenture plc | +0.1% | +343.55% | 加碼 |
| 16 | PATH | Uipath Inc - Class A | +0.1% | -1.90% | 減碼 |
| 17 | XLE | Ss Energy Select Sector | +0.1% | +164.74% | 加碼 |
| 18 | PL | Planet Labs Pbc | +0.1% | +0.87% | 加碼 |
| 19 | MCK | Mckesson CORP | +0.1% | +254.15% | 加碼 |
| 20 | ILF | Ishares Latin America 40 ETF | +0.1% | +94.10% | 加碼 |
| 21 | RING | Ishares Msci Global Gold Min | +0.1% | -0.10% | 減碼 |
| 22 | LLY | Eli Lilly & Co | +0.1% | -0.89% | 減碼 |
| 23 | SGOL | Abrdn Physical Gold Shares | +0.1% | +1.43% | 加碼 |
| 24 | RKLB | Rocket Lab CORP | +0.1% | -0.58% | 減碼 |
| 25 | AEM | Agnico Eagle Mines LTD | +0.1% | +184.11% | 加碼 |
| 26 | AMD | Advanced Micro Devices | +0.1% | +19.63% | 加碼 |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +12.05% | 加碼 |
| 28 | IOO | Ishares Global 100 ETF | +0.1% | +9.53% | 加碼 |
| 29 | GDX | Vaneck Gold Miners ETF | 0% | -1.04% | 減碼 |
| 30 | WMT | Walmart Inc | 0% | +4.20% | 加碼 |
| 31 | MNKD | Mannkind CORP | 0% | +3.02% | 加碼 |
| 32 | DFAI | Dimensional International Co | 0% | +4.89% | 加碼 |
| 33 | AMZN | Amazon.com Inc | 0% | +1.05% | 加碼 |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -29.19% | 減碼 |
| 35 | AVGO | Broadcom Inc | -0.1% | -1.64% | 減碼 |
| 36 | ZS | Zscaler Inc | -0.1% | -1.82% | 減碼 |
| 37 | AAPL | Apple Inc | -0.1% | -3.27% | 減碼 |
| 38 | GRMN | Garmin Ltd. | -0.1% | -74.30% | 減碼 |
| 39 | ETN | Eaton Corporation plc | -0.1% | -4.57% | 減碼 |
| 40 | P | Everpure Inc-a | -0.2% | -1.97% | 減碼 |
| 41 | QLD | Proshares Ultra Qqq | -0.2% | -6.65% | 減碼 |
| 42 | CMCSA | Comcast Corp-class A | -0.3% | -52.35% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.9% | -0.47% | 減碼 |
| 44 | EBAY | Ebay Inc | — | EXIT | 清倉 |
| 45 | TGT | Target CORP | — | NEW | 新建倉 |
| 46 | FBTC | Fidelity Wise Origin Bitcoin | — | NEW | 新建倉 |
| 47 | CRWV | Coreweave Inc-cl A | — | NEW | 新建倉 |
| 48 | MAGX | Rdhill Daily 2x Lm Seven ETF | — | NEW | 新建倉 |
| 49 | CCK | Crown Holdings Inc | — | NEW | 新建倉 |
| 50 | MTB | M & T Bank CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，180 Wealth Advisors, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$10.0億，共申報了 471 個公開持股部位。
在 Q4 2025 季度，180 Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：MSFT (6.0%)、NVDA (4.1%)、AAPL (3.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.0% 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
TGT
市值: US$315.9萬
本季最大獲利了結 / 清倉標的
EBAY
前期市值: US$405.0萬
在 Q4 2025 季度中，180 Wealth Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 24 個部位、減碼 19 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TGT。 本季清倉部位包含 EBAY。
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。