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: 0001802534
申報總市值
US$8.8億
US$8.8億
90 檔
23.0%
Absher Wealth Management, LLC 在 Q3 2025 季度的美股部位總計估值為 US$8.8億，分散於 90 個持倉標的之中，反映其市場參與廣度與投資規模。
Absher Wealth Management, LLC 於 Q3 2025 展現出進攻型調倉步調，本季推動了 13 檔股票的新建倉與 15 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。
從部位權重觀察，前 5 大標的（包含 MTB, PEP, MSFT）累計市值佔比達 23.0%，是驅動 Absher Wealth Management, LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
ZBH
市值: US$234.4萬
本季最大獲利了結 / 清倉標的
TROW
前期市值: US$41.6萬
| # | 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 | MTB | M & T Bank CORP | 股票-金融 | 5.88% | -0.26% | +0.63% | |
| 2 | PEP | Pepsico Inc | 股票-非循環性消費 | 4.86% | -0.50% | +16.37% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.82% | -0.06% | -0.97% | |
| 4 | LECO | Lincoln Electric Holdings | 股票-工業 | 4.40% | +0.36% | -16.02% | |
| 5 | ADI | Analog Devices Inc | 股票-科技 | 4.16% | +0.10% | -9.05% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.15% | +0.29% | -1.03% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.15% | +0.06% | -14.38% | |
| 8 | NKE | Nike Inc -cl B | 股票-循環性消費 | 4.03% | -3.10% | EXIT | |
| 9 | EMR | Emerson Electric Co | 股票-工業 | 3.91% | +0.36% | -12.36% | |
| 10 | SNA | Snap-on Inc | 股票-工業 | 3.89% | -0.12% | +2.51% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 3.66% | +0.53% | +0.97% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 3.39% | -0.83% | -4.95% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 3.38% | -0.38% | -0.36% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.35% | +0.50% | -7.99% | |
| 15 | PAYX | Paychex Inc | 股票-科技 | 3.32% | +0.05% | NEW | |
| 16 | DE | Deere & Co | 股票-工業 | 3.31% | +0.35% | +1.12% | |
| 17 | RL | Ralph Lauren CORP | 股票-循環性消費 | 3.28% | +0.39% | -9.17% | |
| 18 | SBUX | Starbucks CORP | 股票-循環性消費 | 3.17% | -2.69% | +4.41% | |
| 19 | FAST | Fastenal Co | 股票-工業 | 3.13% | +0.03% | -20.23% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.74% | -0.25% | +0.43% | |
| 21 | AAPL | Apple Inc | 股票-科技 | 2.70% | +0.25% | -1.82% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.67% | +0.06% | +0.55% | |
| 23 | AMGN | Amgen Inc | 股票-醫療保健 | 2.66% | +0.01% | +2.35% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.53% | +0.61% | +1.31% | |
| 25 | BA | Boeing Co/the | 股票-工業 | 2.49% | +0.19% | -1.20% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.16% | +0.62% | +1.78% | |
| 27 | BF-B | Brown-forman Corp-class B | 股票-其他 | 1.68% | — | -28.21% | |
| 28 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.36% | -0.07% | +53.00% | |
| 29 | CMI | Cummins Inc | 股票-工業 | 0.35% | +0.02% | -3.30% | |
| 30 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.32% | -0.03% | +6.57% | |
| 31 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.30% | — | -35.78% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.30% | -0.01% | -2.52% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.29% | -0.04% | +23.64% | |
| 34 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 0.28% | -0.04% | — | |
| 35 | WMS | Advanced Drainage Systems In | 股票-工業 | 0.27% | +0.02% | -6.20% | |
| 36 | SHEL | Shell Plc-adr | 股票-能源 | 0.22% | -0.03% | +0.69% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.20% | +0.04% | -0.84% | |
| 38 | AME | Ametek Inc | 股票-工業 | 0.19% | +0.01% | +0.06% | |
| 39 | PAYC | Paycom Software Inc | 股票-科技 | 0.15% | — | +52.20% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.15% | -0.01% | -23.30% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.15% | — | — | |
| 42 | TPR | Tapestry Inc | 股票-循環性消費 | 0.14% | — | -19.54% | |
| 43 | DG | Dollar General CORP | 股票-非循環性消費 | 0.13% | — | -42.79% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.13% | -0.09% | — | |
| 45 | MCY | Mercury General CORP | 股票-其他 | 0.13% | +0.02% | -2.54% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.13% | +0.01% | -7.29% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.11% | — | +18.92% | |
| 48 | WAT | Waters CORP | 股票-醫療保健 | 0.10% | +0.03% | +33.42% | |
| 49 | PSA | Public Storage | 股票-房地產 | 0.10% | -0.04% | — | |
| 50 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.09% | — | -0.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -7.99% | 減碼 |
| 2 | PAYX | Paychex Inc | +0.8% | +69.21% | 加碼 |
| 3 | NKE | Nike Inc -cl B | +0.5% | +0.53% | 加碼 |
| 4 | SNA | Snap-on Inc | +0.5% | +2.51% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.5% | -0.97% | 減碼 |
| 6 | MTB | M & T Bank CORP | +0.5% | +0.63% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | -1.03% | 減碼 |
| 8 | PEP | Pepsico Inc | +0.3% | +16.37% | 加碼 |
| 9 | BA | Boeing Co/the | +0.3% | -1.20% | 減碼 |
| 10 | RL | Ralph Lauren CORP | +0.2% | -9.17% | 減碼 |
| 11 | WMT | Walmart Inc | +0.2% | -0.36% | 減碼 |
| 12 | CMI | Cummins Inc | +0.1% | -3.30% | 加碼 |
| 13 | ADI | Analog Devices Inc | +0.1% | -9.05% | 減碼 |
| 14 | LULU | Lululemon Athletica Inc | +0.1% | +53.00% | 加碼 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -0.84% | 減碼 |
| 16 | META | Meta Platforms Inc-class A | 0% | -2.52% | 減碼 |
| 17 | WMS | Advanced Drainage Systems In | 0% | -6.20% | 減碼 |
| 18 | PAYC | Paycom Software Inc | 0% | +52.20% | 加碼 |
| 19 | LMT | Lockheed Martin CORP | 0% | +85.36% | 加碼 |
| 20 | ADBE | Adobe Inc | 0% | +23.64% | 加碼 |
| 21 | LOW | Lowe's Cos Inc | 0% | +6.57% | 加碼 |
| 22 | AAPL | Apple Inc | — | -1.82% | 減碼 |
| 23 | CVX | Chevron CORP | -0.1% | -4.95% | 加碼 |
| 24 | LECO | Lincoln Electric Holdings | -0.2% | -16.02% | 減碼 |
| 25 | HSY | Hershey Co/the | -0.2% | -35.78% | 減碼 |
| 26 | DG | Dollar General CORP | -0.2% | -42.79% | 減碼 |
| 27 | EMR | Emerson Electric Co | -0.2% | -12.36% | 減碼 |
| 28 | SBUX | Starbucks CORP | -0.2% | +4.41% | 加碼 |
| 29 | COST | Costco Wholesale CORP | -0.4% | +0.43% | 減碼 |
| 30 | AMGN | Amgen Inc | -0.4% | +2.35% | 加碼 |
| 31 | V | Visa Inc-class A Shares | -0.4% | +0.97% | 加碼 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +0.55% | 減碼 |
| 33 | MCD | Mcdonald's CORP | -0.5% | +1.78% | 減碼 |
| 34 | JNJ | Johnson & Johnson | -0.5% | -14.38% | 減碼 |
| 35 | DE | Deere & Co | -0.8% | +1.12% | 減碼 |
| 36 | BF-B | Brown-forman Corp-class B | -1.5% | -28.21% | 減碼 |
| 37 | ZBH | Zimmer Biomet Holdings Inc | — | NEW | 新建倉 |
| 38 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新建倉 |
| 39 | ACN | Accenture plc | — | NEW | 新建倉 |
| 40 | PSA | Public Storage | — | NEW | 新建倉 |
| 41 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新建倉 |
| 42 | TROW | T Rowe Price Group Inc | — | EXIT | 清倉 |
| 43 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | 新建倉 |
| 44 | UI | Ubiquiti Inc | — | NEW | 新建倉 |
| 45 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 46 | FDS | Factset Research Systems Inc | — | NEW | 新建倉 |
| 47 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建倉 |
| 48 | BND | Vanguard Total Bond Market | — | NEW | 新建倉 |
| 49 | IEMG | Ishares Core Msci Emerging | — | NEW | 新建倉 |
| 50 | GWW | Ww Grainger Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Absher Wealth Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$8.8億，共申報了 90 個公開持股部位。
在 Q3 2025 季度，Absher Wealth Management, LLC 按市值排列的前三大核心持股分別為：MTB (5.9%)、PEP (4.9%)、MSFT (4.8%)。其中最大持股部位 MTB 佔據整體投資組合約 5.9% 的權重。
在 Q3 2025 季度中，Absher Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 13 個部位、加碼 15 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 ZBH。 本季清倉部位包含 TROW。
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。
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。
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。