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: 0002061010
申報總市值
US$1.6億
US$1.6億
127 檔
23.1%
AGH Wealth Advisors, LLC 在 Q2 2025 季度的美股部位總計估值為 US$1.6億，分散於 127 個持倉標的之中，反映其市場參與廣度與投資規模。
AGH Wealth Advisors, LLC 於 Q2 2025 展現出進攻型調倉步調，本季推動了 15 檔股票的新建倉與 18 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 SPY, AVDE, JBND）累計市值佔比達 23.1%，是驅動 AGH Wealth Advisors, 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
AMT
市值: US$28.9萬
本季最大獲利了結 / 清倉標的
PFE
前期市值: US$22.2萬
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.82% | +0.12% | +74.58% | |
| 2 | AVDE | Avantis International Equity | ETF-其他 | 6.97% | -0.31% | +0.45% | |
| 3 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 5.25% | -0.57% | +4.94% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.71% | -0.36% | +0.74% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 4.47% | +0.38% | +3.57% | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 4.34% | -1.38% | +22.36% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 4.14% | +0.02% | +3.20% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.97% | +0.36% | -3.82% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.18% | +0.24% | -2.52% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.47% | -0.06% | -4.82% | |
| 11 | PWV | Invesco Large Cap Value ETF | ETF-大型股與成長 | 2.37% | -0.09% | +0.83% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.16% | -0.15% | -0.14% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 2.12% | +0.11% | +2.93% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | -0.01% | -2.79% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 1.27% | -0.35% | -2.78% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | -0.09% | +1.14% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.21% | +0.35% | +4.85% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | +0.05% | -4.04% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.05% | +0.20% | +21.19% | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.03% | +0.04% | +2.84% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 1.02% | +0.01% | -41.18% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | -0.40% | +3.97% | |
| 23 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.88% | -0.23% | +23.44% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.85% | +0.10% | +0.65% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | +0.09% | +3.88% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.72% | -0.04% | — | |
| 27 | EVRG | Evergy Inc | 股票-公用事業 | 0.68% | -0.07% | +21.43% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.68% | -0.09% | -0.88% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.68% | +0.08% | +9.75% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | +0.06% | +32.49% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.57% | -0.07% | -1.98% | |
| 32 | RTX | Rtx CORP | 股票-工業 | 0.55% | -0.09% | -5.31% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.55% | — | +0.27% | |
| 34 | GD | General Dynamics CORP | 股票-工業 | 0.53% | -0.06% | +0.36% | |
| 35 | WMT | Walmart Inc | 股票-非循環性消費 | 0.51% | -0.11% | +0.40% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | -0.01% | — | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.50% | -0.07% | — | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.50% | +0.05% | +12.00% | |
| 39 | ETN | Eaton Corporation plc | 股票-工業 | 0.46% | +0.01% | +3.69% | |
| 40 | BA | Boeing Co/the | 股票-工業 | 0.46% | -0.04% | +11.80% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.45% | -0.16% | +21.92% | |
| 42 | T | At&t Inc | 股票-通訊服務 | 0.45% | -0.14% | +1.07% | |
| 43 | GE | General Electric | 股票-工業 | 0.44% | +0.07% | -2.51% | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.44% | -0.02% | +1.48% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.44% | — | — | |
| 46 | WMB | Williams Cos Inc | 股票-能源 | 0.43% | -0.05% | -7.40% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.43% | +0.09% | -23.98% | |
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.42% | — | -7.34% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | -0.02% | +10.01% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.41% | -0.25% | -0.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.5% | +74.58% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.9% | +3.20% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.7% | +2.93% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.6% | +0.74% | 加碼 |
| 5 | GLD | Spdr Gold Shares | +0.4% | +22.36% | 加碼 |
| 6 | AMT | American Tower CORP | +0.2% | NEW | 新建倉 |
| 7 | INTC | Intel CORP | +0.2% | NEW | 新建倉 |
| 8 | SNPS | Synopsys Inc | +0.2% | NEW | 新建倉 |
| 9 | BSX | Boston Scientific CORP | +0.2% | NEW | 新建倉 |
| 10 | NFLX | Netflix Inc | +0.2% | -2.78% | 減碼 |
| 11 | NOW | Servicenow Inc | +0.2% | NEW | 新建倉 |
| 12 | MS | Morgan Stanley | +0.2% | NEW | 新建倉 |
| 13 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | NEW | 新建倉 |
| 14 | DE | Deere & Co | +0.2% | NEW | 新建倉 |
| 15 | BKNG | Booking Holdings Inc | +0.2% | NEW | 新建倉 |
| 16 | META | Meta Platforms Inc-class A | +0.2% | -0.14% | 減碼 |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | +21.92% | 加碼 |
| 18 | WFC | Wells Fargo & Co | +0.2% | NEW | 新建倉 |
| 19 | AMD | Advanced Micro Devices | +0.2% | NEW | 新建倉 |
| 20 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +3.57% | 加碼 |
| 21 | IWB | Ishares Russell 1000 ETF | +0.2% | NEW | 新建倉 |
| 22 | ADP | Automatic Data Processing | +0.2% | NEW | 新建倉 |
| 23 | MNST | Monster Beverage CORP | +0.2% | NEW | 新建倉 |
| 24 | DIS | Walt Disney Co/the | +0.2% | NEW | 新建倉 |
| 25 | GOOG | Alphabet Inc-cl C | +0.2% | +21.19% | 加碼 |
| 26 | BAC | Bank Of America CORP | +0.2% | +32.49% | 加碼 |
| 27 | ORCL | Oracle CORP | +0.1% | +1.79% | 加碼 |
| 28 | TSLA | Tesla Inc | +0.1% | +9.75% | 加碼 |
| 29 | BA | Boeing Co/the | +0.1% | +11.80% | 加碼 |
| 30 | ETN | Eaton Corporation plc | +0.1% | +3.69% | 加碼 |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +4.85% | 加碼 |
| 32 | EVRG | Evergy Inc | 0% | +21.43% | 加碼 |
| 33 | VZ | Verizon Communications Inc | 0% | +23.44% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | 0% | -2.79% | 減碼 |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -2.52% | 減碼 |
| 36 | F | Ford Motor Co | -0.2% | EXIT | 清倉 |
| 37 | AMZN | Amazon.com Inc | -0.2% | -4.82% | 減碼 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.2% | -13.59% | 減碼 |
| 39 | BDX | Becton Dickinson And Co | -0.2% | EXIT | 清倉 |
| 40 | ZTS | Zoetis Inc | -0.2% | EXIT | 清倉 |
| 41 | NOC | Northrop Grumman CORP | -0.2% | EXIT | 清倉 |
| 42 | PFE | Pfizer Inc | -0.2% | EXIT | 清倉 |
| 43 | PRU | Prudential Financial Inc | -0.2% | EXIT | 清倉 |
| 44 | USB | US Bancorp | -0.2% | -42.75% | 減碼 |
| 45 | CVX | Chevron CORP | -0.2% | -16.97% | 減碼 |
| 46 | AVDE | Avantis International Equity | -0.3% | +0.45% | 加碼 |
| 47 | JBND | Jpmorgan Active Bond ETF | -0.6% | +4.94% | 加碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.7% | -23.98% | 減碼 |
| 49 | AVLV | Avantis US Large Cap Value | -0.9% | -41.18% | 減碼 |
| 50 | AAPL | Apple Inc | -1.3% | -3.82% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，AGH Wealth Advisors, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 127 個公開持股部位。
在 Q2 2025 季度，AGH Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：SPY (8.8%)、AVDE (7.0%)、JBND (5.3%)。其中最大持股部位 SPY 佔據整體投資組合約 8.8% 的權重。
在 Q2 2025 季度中，AGH Wealth Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 15 個部位、加碼 18 個部位、減碼 11 個部位以及清倉 6 個部位。 其中最大新建倉標的為 AMT。 本季清倉部位包含 PFE。
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。