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: 0001831187
申報總市值
US$3.0億
US$3.0億
199 檔
20.1%
Q3 2025 季度申報顯示，44 Wealth Management LLC 揭露的美股組合總市值為 US$3.0億，涵蓋 199 個不同之權益投資部位。
44 Wealth Management LLC 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 42 個全新部位及加碼 62 檔持股的同時，亦同步清倉 29 檔並減碼 62 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 NKE, MSFT, AAPL）占據了總市值的 20.1%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | NKE | Nike Inc -cl B | 股票-循環性消費 | 7.92% | -1.64% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.82% | +0.43% | -2.11% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.45% | +1.17% | +16.71% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.90% | -0.02% | +60.38% | |
| 5 | MDT | Medtronic plc | 股票-醫療保健 | 1.47% | -0.48% | -9.97% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 1.43% | +0.42% | -2.51% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.36% | +1.00% | +124.93% | |
| 8 | IBM | Intl Business Machines CORP | 股票-科技 | 1.29% | +0.17% | +147.24% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 1.28% | -0.16% | -10.61% | |
| 10 | C | Citigroup Inc | 股票-金融 | 1.27% | +0.13% | +3.29% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 1.26% | +0.03% | -27.41% | |
| 12 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.14% | -0.49% | -1.12% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.14% | -0.27% | +0.02% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.10% | +0.37% | -1.25% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.09% | -0.13% | — | |
| 16 | UNP | Union Pacific CORP | 股票-工業 | 1.08% | +0.03% | +17.15% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.07% | +0.07% | -8.45% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.03% | -0.02% | -1.18% | |
| 19 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.02% | +0.30% | +16.15% | |
| 20 | SNY | Sanofi-adr | 股票-醫療保健 | 0.97% | -0.32% | -1.08% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.94% | -0.19% | -1.72% | |
| 22 | PM | Philip Morris International | 股票-非循環性消費 | 0.94% | +0.04% | +0.43% | |
| 23 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.93% | +0.61% | +0.10% | |
| 24 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.91% | -0.25% | EXIT | |
| 25 | HON | Honeywell International Inc | 股票-工業 | 0.91% | -1.04% | EXIT | |
| 26 | BP | Bp Plc-spons Adr | 股票-能源 | 0.89% | -0.45% | +21.44% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 0.89% | -0.14% | +0.24% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.89% | -0.22% | +161.36% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.02% | +34.67% | |
| 30 | UL | Unilever PLC | 股票-非循環性消費 | 0.84% | — | +212.08% | |
| 31 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.82% | -0.06% | +405.01% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | +0.10% | -1.89% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.80% | -0.12% | +498.27% | |
| 34 | BLK | Blackrock Inc | 股票-金融 | 0.79% | -0.06% | +454.70% | |
| 35 | SHEL | Shell Plc-adr | 股票-能源 | 0.78% | — | +19.96% | |
| 36 | MA | Mastercard Inc - A | 股票-金融 | 0.78% | -0.02% | +6.41% | |
| 37 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.75% | — | +0.99% | |
| 38 | TPR | Tapestry Inc | 股票-循環性消費 | 0.72% | -0.87% | EXIT | |
| 39 | COR | Cencora Inc | 股票-醫療保健 | 0.68% | -0.16% | -2.05% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.66% | -0.24% | — | |
| 41 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.66% | -0.48% | EXIT | |
| 42 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.65% | -0.34% | -29.24% | |
| 43 | KLAC | Kla CORP | 股票-科技 | 0.65% | +0.69% | — | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.63% | +0.25% | -15.08% | |
| 45 | GE | General Electric | 股票-工業 | 0.62% | +0.11% | -2.98% | |
| 46 | CMI | Cummins Inc | 股票-工業 | 0.61% | +0.15% | -2.40% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.61% | -0.38% | EXIT | |
| 48 | ICE | Intercontinental Exchange In | 股票-金融 | 0.60% | -0.45% | +1.04% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.59% | -0.18% | -2.86% | |
| 50 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.59% | -0.06% | -46.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.4% | -2.11% | 加碼 |
| 2 | JPM | Jpmorgan Chase & Co | +0.9% | +60.38% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.9% | +124.93% | 加碼 |
| 4 | IBM | Intl Business Machines CORP | +0.7% | +147.24% | 加碼 |
| 5 | BLK | Blackrock Inc | +0.7% | +454.70% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.7% | +161.36% | 加碼 |
| 7 | ABT | Abbott Laboratories | +0.7% | +498.27% | 加碼 |
| 8 | MDLZ | Mondelez International Inc-a | +0.6% | +405.01% | 加碼 |
| 9 | UL | Unilever PLC | +0.5% | +212.08% | 加碼 |
| 10 | BDX | Becton Dickinson And Co | +0.5% | +103.60% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.4% | -8.45% | 減碼 |
| 12 | AAPL | Apple Inc | +0.4% | +16.71% | 加碼 |
| 13 | HPE | Hewlett Packard Enterprise | +0.3% | +53.29% | 加碼 |
| 14 | TECK | Teck Resources Ltd-cls B | +0.3% | +250.84% | 加碼 |
| 15 | D | Dominion Energy Inc | +0.3% | +41.84% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.3% | +34.67% | 加碼 |
| 17 | C | Citigroup Inc | +0.3% | +3.29% | 加碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -15.08% | 加碼 |
| 19 | TPR | Tapestry Inc | +0.2% | -2.11% | 減碼 |
| 20 | COF | Capital One Financial CORP | +0.2% | -3.23% | 加碼 |
| 21 | NVDA | Nvidia CORP | +0.2% | -3.21% | 加碼 |
| 22 | MU | Micron Technology Inc | +0.2% | -1.23% | 減碼 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.2% | +11.81% | 加碼 |
| 24 | WCC | Wesco International Inc | +0.2% | +94.50% | 加碼 |
| 25 | CG | Carlyle Group Inc/the | +0.2% | +0.95% | 加碼 |
| 26 | GE | General Electric | +0.1% | -2.98% | 減碼 |
| 27 | GEV | GE Vernova Inc | +0.1% | — | 不變 |
| 28 | GLD | Spdr Gold Shares | +0.1% | +0.02% | 加碼 |
| 29 | BP | Bp Plc-spons Adr | +0.1% | +21.44% | 加碼 |
| 30 | SHEL | Shell Plc-adr | +0.1% | +19.96% | 加碼 |
| 31 | CMI | Cummins Inc | +0.1% | -2.40% | 減碼 |
| 32 | SYF | Synchrony Financial | +0.1% | -2.29% | 減碼 |
| 33 | HAS | Hasbro Inc | +0.1% | +10.64% | 加碼 |
| 34 | ASML | ASML Holding N.V. | +0.1% | -0.91% | 加碼 |
| 35 | HPQ | Hp Inc | +0.1% | +16.77% | 加碼 |
| 36 | CGGO | Cap Group Global Growth | +0.1% | +2.20% | 加碼 |
| 37 | TSLA | Tesla Inc | +0.1% | -0.67% | 加碼 |
| 38 | INTC | Intel CORP | +0.1% | +0.47% | 加碼 |
| 39 | LDOS | Leidos Holdings Inc | +0.1% | +1.05% | 加碼 |
| 40 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +0.75% | 加碼 |
| 41 | LW | Lamb Weston Holdings Inc | +0.1% | +0.95% | 加碼 |
| 42 | ORCL | Oracle CORP | +0.1% | -4.84% | 減碼 |
| 43 | SDA | Sealed Air CORP | +0.1% | +2.21% | 加碼 |
| 44 | GD | General Dynamics CORP | +0.1% | +0.73% | 加碼 |
| 45 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -0.91% | 加碼 |
| 46 | WMT | Walmart Inc | +0.1% | +0.24% | 減碼 |
| 47 | CEG | Constellation Energy | +0.1% | +0.09% | 加碼 |
| 48 | FIS | Fidelity National Info Serv | 0% | +16.51% | 加碼 |
| 49 | NFLX | Netflix Inc | 0% | -0.56% | 加碼 |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +0.96% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，44 Wealth Management LLC 在 Q3 2025 季度的美股持倉總市值約為 US$3.0億，共申報了 199 個公開持股部位。
在 Q3 2025 季度，44 Wealth Management LLC 按市值排列的前三大核心持股分別為：NKE (7.9%)、MSFT (6.8%)、AAPL (2.5%)。其中最大持股部位 NKE 佔據整體投資組合約 7.9% 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。
本季最大新建倉標的
ACN
市值: US$194.5萬
本季最大獲利了結 / 清倉標的
CL
前期市值: US$190.8萬
在 Q3 2025 季度中，44 Wealth Management LLC 共進行了 195 項持倉異動，包含新建倉 42 個部位、加碼 62 個部位、減碼 62 個部位以及清倉 29 個部位。 其中最大新建倉標的為 ACN。 本季清倉部位包含 CL。
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。