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: 0001812198
申報總市值
US$19.7億
US$19.7億
628 檔
27.7%
在 Q3 2025 的 13F 官方備案中，Aaron Wealth Advisors LLC 管理的美股投資組合規模來到 US$19.7億，整體持股檔數為 628 檔。
Q3 2025 數據顯示 Aaron Wealth Advisors LLC 積極進場，新開立 1 個部位並同步加碼 44 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Aaron Wealth Advisors LLC 的前 5 大核心持股（包含 SGOV, NVDA, IEFA 等）合計佔整體申報市值的 27.7%，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 628 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 9.84% | -3.44% | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.24% | +0.21% | +336.36% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.13% | — | +16.66% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 4.79% | -0.19% | +9.74% | |
| 5 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 4.29% | -0.51% | +10.79% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | -0.15% | +51.65% | |
| 7 | AMGN | Amgen Inc | 股票-醫療保健 | 3.03% | -0.29% | -2.45% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.82% | +0.11% | +65.22% | |
| 9 | GUNR | Flexshares Global Upstream N | ETF-其他 | 2.32% | -0.52% | +49.27% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.06% | +0.55% | -0.63% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.69% | -0.11% | +41.53% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.50% | +0.13% | +47.55% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.35% | +0.14% | +79.88% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.11% | — | +4.74% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.03% | -0.16% | -1.98% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | -0.04% | +76.55% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.95% | +0.30% | -2.93% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.93% | +0.19% | +65.49% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.84% | +0.12% | +68.11% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | -0.08% | +40.60% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | +0.06% | +57.58% | |
| 22 | TSLA | Tesla Inc | 股票-循環性消費 | 0.76% | — | +88.91% | |
| 23 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.70% | -0.07% | -23.35% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | +0.01% | +55.24% | |
| 25 | TOLZ | Proshares Glb Infrastructure | ETF-其他 | 0.61% | -0.06% | +18.89% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 0.59% | -0.13% | +43.72% | |
| 27 | SUB | Ishares Short-term National | ETF-其他 | 0.58% | -0.04% | +4.23% | |
| 28 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.50% | +0.01% | -0.60% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | +0.10% | +39.57% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | +0.11% | +78.27% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.41% | +0.46% | +1.39% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.39% | -0.02% | +72.05% | |
| 33 | NFLX | Netflix Inc | 股票-通訊服務 | 0.38% | -0.07% | +89.80% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.35% | -0.02% | -12.77% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.33% | -0.01% | +15.81% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | -0.15% | +72.19% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.32% | +0.07% | +67.53% | |
| 38 | UBER | Uber Technologies Inc | 股票-工業 | 0.31% | -0.01% | +17.62% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.31% | — | -3.75% | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.30% | -0.07% | +119.05% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.29% | +0.01% | +76.90% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.29% | +0.01% | -51.02% | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.29% | +0.02% | +38.68% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.28% | -0.07% | +28.43% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.26% | -0.05% | +7.64% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.25% | — | — | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.24% | -0.05% | +59.88% | |
| 48 | GE | General Electric | 股票-工業 | 0.24% | +0.02% | +94.38% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.24% | +0.01% | +0.20% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.23% | +0.09% | +64.70% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.5% | +336.36% | 加碼 |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | +0.5% | +4.74% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.4% | +51.65% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.4% | +68.11% | 加碼 |
| 5 | TSLA | Tesla Inc | +0.3% | +88.91% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +65.49% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +76.55% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +57.58% | 加碼 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | +119.05% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +79.88% | 加碼 |
| 11 | AAPL | Apple Inc | +0.1% | +65.22% | 加碼 |
| 12 | GE | General Electric | +0.1% | +94.38% | 加碼 |
| 13 | ANET | Arista Networks Inc | +0.1% | +130.85% | 加碼 |
| 14 | GD | General Dynamics CORP | +0.1% | +275.41% | 加碼 |
| 15 | NFLX | Netflix Inc | +0.1% | +89.80% | 加碼 |
| 16 | LRCX | Lam Research CORP | +0.1% | +90.93% | 加碼 |
| 17 | MNST | Monster Beverage CORP | +0.1% | +295.10% | 加碼 |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | +246.02% | 加碼 |
| 19 | ORCL | Oracle CORP | +0.1% | +15.81% | 加碼 |
| 20 | C | Citigroup Inc | +0.1% | +108.55% | 加碼 |
| 21 | CVS | Cvs Health CORP | +0.1% | +177.45% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +55.24% | 加碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +99.51% | 加碼 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.39% | 加碼 |
| 25 | MS | Morgan Stanley | +0.1% | +94.78% | 加碼 |
| 26 | RTX | Rtx CORP | 0% | +93.26% | 加碼 |
| 27 | JNJ | Johnson & Johnson | 0% | +72.05% | 加碼 |
| 28 | ABBV | Abbvie Inc | 0% | +76.90% | 加碼 |
| 29 | HD | Home Depot Inc | — | +67.53% | 加碼 |
| 30 | BAC | Bank Of America CORP | — | +48.89% | 加碼 |
| 31 | CSCO | Cisco Systems Inc | 0% | +64.70% | 加碼 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | +72.19% | 加碼 |
| 33 | UBER | Uber Technologies Inc | -0.1% | +17.62% | 加碼 |
| 34 | WMT | Walmart Inc | -0.1% | +43.72% | 加碼 |
| 35 | LLY | Eli Lilly & Co | -0.1% | +78.27% | 加碼 |
| 36 | V | Visa Inc-class A Shares | -0.2% | +39.57% | 加碼 |
| 37 | VBK | Vanguard Small-cap Grwth ETF | -0.2% | +47.55% | 加碼 |
| 38 | GUNR | Flexshares Global Upstream N | -0.3% | +49.27% | 加碼 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +40.60% | 加碼 |
| 40 | TOLZ | Proshares Glb Infrastructure | -0.4% | +18.89% | 加碼 |
| 41 | VBR | Vanguard Small-cap Value ETF | -0.5% | +41.53% | 加碼 |
| 42 | IWF | Ishares Russell 1000 Growth | -0.6% | -51.02% | 減碼 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | -2.93% | 減碼 |
| 44 | FCX | Freeport-mcmoran Inc | -1% | -23.35% | 減碼 |
| 45 | VONG | Vanguard Russell 1000 Growth | -1.4% | +9.74% | 加碼 |
| 46 | IEMG | Ishares Core Msci Emerging | -1.4% | -0.63% | 減碼 |
| 47 | VONV | Vanguard Russell 1000 Value | -2.5% | +10.79% | 加碼 |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -3.2% | +16.66% | 加碼 |
| 49 | AMGN | Amgen Inc | -3.6% | -2.45% | 減碼 |
| 50 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Aaron Wealth Advisors LLC 在 Q3 2025 季度的美股持倉總市值約為 US$19.7億，共申報了 628 個公開持股部位。
在 Q3 2025 季度，Aaron Wealth Advisors LLC 按市值排列的前三大核心持股分別為：SGOV (9.8%)、NVDA (7.2%)、IEFA (6.1%)。其中最大持股部位 SGOV 佔據整體投資組合約 9.8% 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
SGOV
市值: US$1.7億
本季最大獲利了結 / 清倉標的
AMGN
前期市值: US$5800.3萬
在 Q3 2025 季度中，Aaron Wealth Advisors LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 44 個部位、減碼 5 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SGOV。
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。