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: 0001697723
申報總市值
US$214.5億
US$214.5億
2453 檔
11.1%
在 Q4 2025 申報期間，AE Wealth Management LLC（CIK: 0001697723）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$214.5億，共持有 2453 個公開申報部位。
AE Wealth Management LLC 於 Q4 2025 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 35 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 AAPL, NVDA, MSFT）累計市值佔比達 11.1%，是驅動 AE Wealth Management LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 2453 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 | AAPL | Apple Inc | 股票-科技 | 3.36% | +0.14% | +7.00% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | +0.19% | +9.82% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.86% | -0.19% | +17.23% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-其他 | 2.11% | -0.07% | +5.06% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.00% | +0.11% | +9.97% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.99% | -0.08% | +8.57% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.80% | +0.03% | -2.25% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.60% | +0.25% | -3.58% | |
| 9 | AVIG | Avantis Core Fixed Income | ETF-其他 | 1.47% | -0.21% | +19.16% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.32% | -0.12% | +11.69% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.23% | +0.18% | +4.38% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.22% | +0.04% | +1.94% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.14% | -0.08% | +12.23% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.01% | +0.04% | +1.98% | |
| 15 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.99% | -0.21% | +36.04% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | +0.03% | +8.07% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.79% | -0.15% | +47.60% | |
| 18 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-其他 | 0.78% | -0.72% | +35648.24% | |
| 19 | SCEC | Sterling Capital Enh Cb ETF | ETF-其他 | 0.77% | -0.06% | +2.28% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | -0.02% | -4.38% | |
| 21 | DECU | Allianzim US Bf15 Uncap Dec | ETF-其他 | 0.74% | -0.67% | -0.36% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.73% | -0.02% | +4.77% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.92% | EXIT | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.66% | -0.03% | -1.61% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.66% | +0.48% | -0.94% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.66% | +0.20% | +17.52% | |
| 27 | TSLA | Tesla Inc | 股票-循環性消費 | 0.65% | +0.02% | +2.07% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.62% | -0.07% | +44.18% | |
| 29 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 0.62% | +0.04% | +24.31% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.61% | +0.01% | -5.43% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.59% | +0.08% | +11.80% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | -0.05% | +1.81% | |
| 33 | BILZ | Pimco Ultra Shrt Govt Active | ETF-其他 | 0.58% | +0.23% | -15.54% | |
| 34 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.58% | +0.05% | +26.13% | |
| 35 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.57% | +0.03% | +3.16% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | +0.04% | +13.98% | |
| 37 | FDIS | Fidelity Msci Cons Discr Ind | ETF-其他 | 0.57% | +0.03% | +26.74% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.56% | -0.06% | +56.61% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.56% | +0.06% | +4.12% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.55% | -0.01% | +3.95% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.02% | -1.59% | |
| 42 | MU | Micron Technology Inc | 股票-科技 | 0.53% | +0.86% | -9.93% | |
| 43 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.52% | -0.08% | +2.98% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.52% | +0.03% | +58.35% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.50% | +0.01% | +2.49% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.50% | -0.13% | -10.02% | |
| 47 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-其他 | 0.50% | -0.46% | +27776.23% | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.49% | +0.01% | +24.21% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.49% | +0.02% | +2.56% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.48% | -0.16% | +56.25% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SIXO | Allian US Equ 6 Mon Bu10-usd | +0.8% | +35648.24% | 加碼 |
| 2 | OCTW | Alianzim US Eq Bfr20 Oct-usd | +0.5% | +27776.23% | 加碼 |
| 3 | GSEP | Ft Vest US Equity Moderate B | +0.4% | +74173.79% | 加碼 |
| 4 | PVEX | Trueshare Convequity Etf-usd | +0.3% | +4084.72% | 加碼 |
| 5 | BOND | Pimco Active Bond Exchange-t | +0.2% | +47.60% | 加碼 |
| 6 | WMT | Walmart Inc | +0.2% | +56.61% | 加碼 |
| 7 | PYLD | Pimco Multisector Bond Actv | +0.2% | +36.04% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.58% | 減碼 |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +58.35% | 加碼 |
| 10 | BAC | Bank Of America CORP | +0.2% | +58.06% | 加碼 |
| 11 | MU | Micron Technology Inc | +0.2% | -9.93% | 減碼 |
| 12 | LRCX | Lam Research CORP | +0.2% | +256.83% | 加碼 |
| 13 | LEN | Lennar Corp-a | +0.2% | +1549.12% | 加碼 |
| 14 | ACN | Accenture plc | +0.2% | +1324.88% | 加碼 |
| 15 | MA | Mastercard Inc - A | +0.1% | +44.18% | 加碼 |
| 16 | LLY | Eli Lilly & Co | +0.1% | +4.12% | 加碼 |
| 17 | BNY | Bank Of New York Mellon CORP | +0.1% | +997.50% | 加碼 |
| 18 | JANZ | Trueshares Struct Outc Jan | +0.1% | +8918.26% | 加碼 |
| 19 | MS | Morgan Stanley | +0.1% | +619.00% | 加碼 |
| 20 | PM | Philip Morris International | +0.1% | +56.25% | 加碼 |
| 21 | AVXC | Avantis Emg Mkt Ex China ETF | +0.1% | +56.37% | 加碼 |
| 22 | COST | Costco Wholesale CORP | +0.1% | +77.25% | 加碼 |
| 23 | CPB | THE Campbell's Company | +0.1% | +2690.09% | 加碼 |
| 24 | IVE | Ishares S&p 500 Value ETF | +0.1% | +38.50% | 加碼 |
| 25 | RTX | Rtx CORP | +0.1% | +95.48% | 加碼 |
| 26 | AAPL | Apple Inc | +0.1% | +7.00% | 加碼 |
| 27 | AVIG | Avantis Core Fixed Income | +0.1% | +19.16% | 加碼 |
| 28 | GE | General Electric | +0.1% | +55.28% | 加碼 |
| 29 | AMZN | Amazon.com Inc | +0.1% | +9.97% | 加碼 |
| 30 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +26.13% | 加碼 |
| 31 | FIDU | Fidelity Msci Indust Indx | +0.1% | +24.31% | 加碼 |
| 32 | CSCO | Cisco Systems Inc | +0.1% | +11.80% | 加碼 |
| 33 | FDIS | Fidelity Msci Cons Discr Ind | +0.1% | +26.74% | 加碼 |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +12.23% | 加碼 |
| 35 | IVV | Ishares Core S&p 500 ETF | — | +8.57% | 加碼 |
| 36 | NVDA | Nvidia CORP | 0% | +9.82% | 加碼 |
| 37 | MSFT | Microsoft CORP | -0.1% | +17.23% | 加碼 |
| 38 | YUM | Yum! Brands Inc | -0.2% | -93.41% | 減碼 |
| 39 | IEX | Idex CORP | -0.2% | -98.36% | 減碼 |
| 40 | EXC | Exelon CORP | -0.2% | -55.86% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -56.06% | 減碼 |
| 42 | TJX | Tjx Companies Inc | -0.2% | -86.11% | 減碼 |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.2% | -92.38% | 減碼 |
| 44 | AFL | Aflac Inc | -0.2% | -93.81% | 減碼 |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -32.00% | 減碼 |
| 46 | GJUL | Ft Vest US Equity Moderate B | -0.4% | -98.86% | 減碼 |
| 47 | DECW | Alianzim US Eq Bfr20 Dec-usd | -0.5% | -72.05% | 減碼 |
| 48 | SIXP | Allian US Equ 6 Mon Bu10-usd | -0.9% | -99.44% | 減碼 |
| 49 | DOV | Dover CORP | — | NEW | 新建倉 |
| 50 | CHD | Church & Dwight Co Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，AE Wealth Management LLC 在 Q4 2025 季度的美股持倉總市值約為 US$214.5億，共申報了 2453 個公開持股部位。
在 Q4 2025 季度，AE Wealth Management LLC 按市值排列的前三大核心持股分別為：AAPL (3.4%)、NVDA (3.3%)、MSFT (2.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.4% 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
DOV
市值: US$2495.3萬
本季最大獲利了結 / 清倉標的
GOOGL
前期市值: US$2.2億
在 Q4 2025 季度中，AE Wealth Management LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 35 個部位、減碼 13 個部位以及清倉 0 個部位。 其中最大新建倉標的為 DOV。
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。