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: 0002012003
申報總市值
US$2.1億
US$2.1億
59 檔
40.7%
Allen Wealth Management, LLC 在 Q2 2025 季度的美股部位總計估值為 US$2.1億，分散於 59 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Allen Wealth Management, LLC 於 Q2 2025 季度持續回收資金，對 33 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 VTV, FNDX, AMLP）累計市值佔比達 40.7%，是驅動 Allen Wealth Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | VTV | Vanguard Value ETF | ETF-其他 | 19.25% | +2.02% | +0.36% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 16.40% | +1.82% | -0.81% | |
| 3 | AMLP | Alerian Mlp ETF | ETF-其他 | 10.98% | -1.60% | +1.47% | |
| 4 | VDE | Vanguard Energy ETF | ETF-其他 | 7.79% | -2.08% | +0.61% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 4.06% | -0.96% | -1.76% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.77% | -0.90% | -0.73% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 2.44% | +0.47% | -7.76% | |
| 8 | LMT | Lockheed Martin CORP | 股票-工業 | 2.16% | -0.47% | +1.05% | |
| 9 | C | Citigroup Inc | 股票-金融 | 1.83% | +0.17% | -3.90% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.70% | +0.34% | -1.46% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 1.56% | +0.12% | -2.06% | |
| 12 | PFE | Pfizer Inc | 股票-醫療保健 | 1.55% | -0.15% | -1.22% | |
| 13 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.49% | +0.02% | -1.59% | |
| 14 | LNC | Lincoln National CORP | 股票-金融 | 1.44% | -0.08% | +0.85% | |
| 15 | MDT | Medtronic plc | 股票-醫療保健 | 1.32% | -0.13% | +1.69% | |
| 16 | PSA | Public Storage | 股票-房地產 | 1.32% | +0.09% | +0.79% | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.31% | -0.04% | -0.02% | |
| 18 | NTR | Nutrien LTD | 股票-原物料 | 1.26% | — | -0.09% | |
| 19 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.22% | — | -0.09% | |
| 20 | HMC | Honda Motor Co Ltd-spons Adr | 股票-循環性消費 | 1.16% | — | -0.66% | |
| 21 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 1.10% | -0.10% | +3.20% | |
| 22 | CAT | Caterpillar Inc | 股票-工業 | 1.00% | +0.22% | -8.20% | |
| 23 | DUK | Duke Energy CORP | 股票-公用事業 | 0.92% | -0.09% | -1.37% | |
| 24 | IRDM | Iridium Communications Inc | 股票-通訊服務 | 0.92% | — | +7.44% | |
| 25 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.88% | +0.20% | +0.86% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.84% | -0.07% | +0.42% | |
| 27 | UL | Unilever PLC | 股票-非循環性消費 | 0.83% | — | +0.01% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | — | -8.26% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | +0.06% | -3.80% | |
| 30 | EPD | Enterprise Products Partners | 股票-能源 | 0.65% | -0.10% | -2.32% | |
| 31 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.63% | -0.02% | -12.54% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.02% | -3.21% | |
| 33 | AMGN | Amgen Inc | 股票-醫療保健 | 0.53% | -0.06% | -0.72% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | -0.06% | — | |
| 35 | WMT | Walmart Inc | 股票-非循環性消費 | 0.45% | -0.05% | -3.81% | |
| 36 | FDX | Fedex CORP | 股票-工業 | 0.39% | -0.07% | -3.95% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.38% | -0.09% | -15.43% | |
| 38 | DOW | Dow Inc | 股票-原物料 | 0.38% | — | -38.80% | |
| 39 | NOC | Northrop Grumman CORP | 股票-工業 | 0.33% | -0.11% | -5.06% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.33% | -0.08% | -3.16% | |
| 41 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.32% | -0.02% | -5.07% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | +0.01% | -2.70% | |
| 43 | WM | Waste Management Inc | 股票-工業 | 0.26% | -0.01% | — | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.25% | — | +12.98% | |
| 45 | MET | Metlife Inc | 股票-金融 | 0.24% | -0.01% | -10.29% | |
| 46 | GD | General Dynamics CORP | 股票-工業 | 0.23% | -0.02% | — | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.21% | -0.16% | EXIT | |
| 48 | ALL | Allstate CORP | 股票-金融 | 0.20% | +0.10% | NEW | |
| 49 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.20% | -0.05% | +9.33% | |
| 50 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.19% | -0.06% | +10.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.8% | +0.36% | 加碼 |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.7% | -0.81% | 減碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -1.46% | 減碼 |
| 4 | C | Citigroup Inc | +0.3% | -3.90% | 減碼 |
| 5 | NTR | Nutrien LTD | +0.2% | -0.09% | 減碼 |
| 6 | NFLX | Netflix Inc | +0.2% | NEW | 新建倉 |
| 7 | IRDM | Iridium Communications Inc | +0.2% | +7.44% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.2% | -3.80% | 減碼 |
| 9 | LMT | Lockheed Martin CORP | +0.1% | +1.05% | 加碼 |
| 10 | CSCO | Cisco Systems Inc | +0.1% | -7.76% | 減碼 |
| 11 | BNY | Bank Of New York Mellon CORP | +0.1% | -1.59% | 減碼 |
| 12 | CAT | Caterpillar Inc | +0.1% | -8.20% | 減碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -3.21% | 減碼 |
| 14 | HMC | Honda Motor Co Ltd-spons Adr | +0.1% | -0.66% | 減碼 |
| 15 | ADP | Automatic Data Processing | 0% | +12.98% | 加碼 |
| 16 | WMT | Walmart Inc | 0% | -3.81% | 減碼 |
| 17 | AMZN | Amazon.com Inc | 0% | -5.07% | 減碼 |
| 18 | UL | Unilever PLC | 0% | +0.01% | 加碼 |
| 19 | GLD | Spdr Gold Shares | 0% | +9.33% | 加碼 |
| 20 | BAC | Bank Of America CORP | 0% | -2.70% | 減碼 |
| 21 | PM | Philip Morris International | 0% | — | 不變 |
| 22 | NEM | Newmont CORP | 0% | -4.01% | 減碼 |
| 23 | GOOG | Alphabet Inc-cl C | 0% | — | 不變 |
| 24 | LNC | Lincoln National CORP | 0% | +0.85% | 加碼 |
| 25 | PG | Procter & Gamble Co/the | 0% | — | 不變 |
| 26 | NOC | Northrop Grumman CORP | 0% | -5.06% | 減碼 |
| 27 | LOW | Lowe's Cos Inc | 0% | -8.33% | 減碼 |
| 28 | FDX | Fedex CORP | 0% | -3.95% | 減碼 |
| 29 | DUK | Duke Energy CORP | 0% | -1.37% | 減碼 |
| 30 | JNJ | Johnson & Johnson | 0% | -3.16% | 減碼 |
| 31 | NVS | Novartis Ag-sponsored Adr | 0% | -15.43% | 減碼 |
| 32 | ABBV | Abbvie Inc | 0% | -3.47% | 減碼 |
| 33 | MET | Metlife Inc | 0% | -10.29% | 減碼 |
| 34 | V | Visa Inc-class A Shares | 0% | -8.26% | 減碼 |
| 35 | PFE | Pfizer Inc | -0.1% | -1.22% | 減碼 |
| 36 | AMGN | Amgen Inc | -0.1% | -0.72% | 減碼 |
| 37 | EPD | Enterprise Products Partners | -0.1% | -2.32% | 減碼 |
| 38 | SWK | Stanley Black & Decker Inc | -0.1% | +0.86% | 加碼 |
| 39 | SBUX | Starbucks CORP | -0.1% | -12.54% | 減碼 |
| 40 | AAPL | Apple Inc | -0.1% | -2.06% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -0.02% | 減碼 |
| 42 | PEP | Pepsico Inc | -0.2% | EXIT | 清倉 |
| 43 | KVUE | Kenvue Inc | -0.2% | -0.09% | 減碼 |
| 44 | ENR | Energizer Holdings Inc | -0.2% | EXIT | 清倉 |
| 45 | CVS | Cvs Health CORP | -0.2% | EXIT | 清倉 |
| 46 | AMLP | Alerian Mlp ETF | -0.3% | +1.47% | 加碼 |
| 47 | XOM | Exxon Mobil CORP | -0.4% | -1.76% | 減碼 |
| 48 | CVX | Chevron CORP | -0.4% | -0.73% | 減碼 |
| 49 | DOW | Dow Inc | -0.4% | -38.80% | 減碼 |
| 50 | VDE | Vanguard Energy ETF | -0.5% | +0.61% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Allen Wealth Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$2.1億，共申報了 59 個公開持股部位。
在 Q2 2025 季度，Allen Wealth Management, LLC 按市值排列的前三大核心持股分別為：VTV (19.3%)、FNDX (16.4%)、AMLP (11.0%)。其中最大持股部位 VTV 佔據整體投資組合約 19.3% 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
NFLX
市值: US$27.1萬
本季最大獲利了結 / 清倉標的
ENR
前期市值: US$31.0萬
在 Q2 2025 季度中，Allen Wealth Management, LLC 共進行了 47 項持倉異動，包含新建倉 1 個部位、加碼 10 個部位、減碼 33 個部位以及清倉 3 個部位。 其中最大新建倉標的為 NFLX。 本季清倉部位包含 ENR。
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。