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
57 檔
42.2%
Q3 2025 季度申報顯示，Allen Wealth Management, LLC 揭露的美股組合總市值為 US$2.1億，涵蓋 57 個不同之權益投資部位。
Allen Wealth Management, LLC 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 32 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Allen Wealth Management, LLC 的前 5 大持股（包含 VTV, FNDX, AMLP）貢獻了組合市值的 42.2%，形成該機構在 Q3 2025 季度的基本面基石。
| # | 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 | 19.99% | +2.02% | +1.50% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 17.30% | +1.82% | +1.57% | |
| 3 | AMLP | Alerian Mlp ETF | ETF-其他 | 10.48% | -1.60% | +2.55% | |
| 4 | VDE | Vanguard Energy ETF | ETF-其他 | 8.18% | -2.08% | +2.48% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 2.80% | -0.90% | -3.57% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.77% | -0.96% | -32.86% | |
| 7 | LMT | Lockheed Martin CORP | 股票-工業 | 2.24% | -0.47% | -0.36% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.01% | +0.47% | -13.87% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.79% | +0.12% | -4.49% | |
| 10 | C | Citigroup Inc | 股票-金融 | 1.77% | +0.17% | -16.58% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.77% | +0.34% | -12.98% | |
| 12 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.58% | +0.02% | -8.79% | |
| 13 | LNC | Lincoln National CORP | 股票-金融 | 1.52% | -0.08% | -6.62% | |
| 14 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.46% | -0.04% | +8.47% | |
| 15 | MDT | Medtronic plc | 股票-醫療保健 | 1.38% | -0.13% | -1.32% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.37% | -0.08% | +257.09% | |
| 17 | PSA | Public Storage | 股票-房地產 | 1.25% | +0.09% | -0.36% | |
| 18 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 1.25% | -0.10% | +3.44% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.16% | +0.10% | NEW | |
| 20 | SWK | Stanley Black & Decker Inc | 股票-工業 | 1.09% | +0.20% | +15.40% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.07% | -0.15% | — | |
| 22 | CAT | Caterpillar Inc | 股票-工業 | 1.03% | +0.22% | -13.85% | |
| 23 | SON | Sonoco Products Co | 股票-循環性消費 | 1.01% | -0.02% | — | |
| 24 | SLB | Slb LTD | 股票-能源 | 0.99% | -0.22% | — | |
| 25 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.96% | +0.14% | +459.35% | |
| 26 | DUK | Duke Energy CORP | 股票-公用事業 | 0.92% | -0.09% | -1.90% | |
| 27 | UL | Unilever PLC | 股票-非循環性消費 | 0.72% | — | -7.68% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | +0.06% | -2.13% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | — | -3.49% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.62% | -0.07% | -18.54% | |
| 31 | PFE | Pfizer Inc | 股票-醫療保健 | 0.62% | -0.15% | -60.98% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | +0.02% | -4.64% | |
| 33 | EPD | Enterprise Products Partners | 股票-能源 | 0.58% | -0.10% | -7.77% | |
| 34 | AMGN | Amgen Inc | 股票-醫療保健 | 0.47% | -0.06% | -9.53% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | -0.06% | -4.31% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.45% | -0.05% | -1.53% | |
| 37 | NOC | Northrop Grumman CORP | 股票-工業 | 0.37% | -0.11% | -3.30% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.36% | -0.09% | -8.25% | |
| 39 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.36% | -0.02% | -36.09% | |
| 40 | FDX | Fedex CORP | 股票-工業 | 0.36% | -0.07% | -7.86% | |
| 41 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.33% | -0.02% | +7.48% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | +0.01% | -4.62% | |
| 43 | WM | Waste Management Inc | 股票-工業 | 0.24% | -0.01% | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.24% | +0.02% | +7.03% | |
| 45 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.23% | -0.05% | — | |
| 46 | MET | Metlife Inc | 股票-金融 | 0.22% | -0.01% | -8.50% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.22% | -0.16% | EXIT | |
| 48 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.21% | -0.03% | +13.62% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.21% | — | -6.14% | |
| 50 | GD | General Dynamics CORP | 股票-工業 | 0.21% | -0.02% | -18.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | +1.6% | +1.57% | 加碼 |
| 2 | VTV | Vanguard Value ETF | +1.5% | +1.50% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +1% | +257.09% | 加碼 |
| 4 | NVO | Novo-nordisk A/s-spons Adr | +1% | +960.21% | 加碼 |
| 5 | PEP | Pepsico Inc | +0.9% | — | 加碼 |
| 6 | TROW | T Rowe Price Group Inc | +0.8% | +459.35% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -12.98% | 減碼 |
| 8 | LMT | Lockheed Martin CORP | +0.2% | -0.36% | 加碼 |
| 9 | BNY | Bank Of New York Mellon CORP | +0.2% | -8.79% | 減碼 |
| 10 | C | Citigroup Inc | +0.2% | -16.58% | 減碼 |
| 11 | RIO | Rio Tinto Plc-spon Adr | +0.2% | +3.44% | 加碼 |
| 12 | MSFT | Microsoft CORP | +0.1% | -2.13% | 減碼 |
| 13 | CAT | Caterpillar Inc | +0.1% | -13.85% | 減碼 |
| 14 | SWK | Stanley Black & Decker Inc | +0.1% | +15.40% | 加碼 |
| 15 | AAPL | Apple Inc | +0.1% | -4.49% | 減碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -4.64% | 減碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +7.03% | 加碼 |
| 18 | LNC | Lincoln National CORP | +0.1% | -6.62% | 減碼 |
| 19 | MDT | Medtronic plc | +0.1% | -1.32% | 加碼 |
| 20 | NEM | Newmont CORP | +0.1% | -16.26% | 減碼 |
| 21 | GLD | Spdr Gold Shares | +0.1% | — | 加碼 |
| 22 | AMZN | Amazon.com Inc | +0.1% | +7.48% | 加碼 |
| 23 | WMT | Walmart Inc | 0% | -1.53% | 減碼 |
| 24 | NVS | Novartis Ag-sponsored Adr | -0.1% | -8.25% | 減碼 |
| 25 | MET | Metlife Inc | -0.1% | -8.50% | 減碼 |
| 26 | FDX | Fedex CORP | -0.1% | -7.86% | 減碼 |
| 27 | PSA | Public Storage | -0.1% | -0.36% | 加碼 |
| 28 | ALL | Allstate CORP | -0.1% | -33.77% | 減碼 |
| 29 | UL | Unilever PLC | -0.1% | -7.68% | 減碼 |
| 30 | PG | Procter & Gamble Co/the | -0.1% | -4.31% | 減碼 |
| 31 | V | Visa Inc-class A Shares | -0.1% | -3.49% | 減碼 |
| 32 | AMGN | Amgen Inc | -0.1% | -9.53% | 減碼 |
| 33 | EPD | Enterprise Products Partners | -0.1% | -7.77% | 減碼 |
| 34 | KO | Coca-cola Co/the | -0.2% | -18.54% | 減碼 |
| 35 | CSCO | Cisco Systems Inc | -0.3% | -13.87% | 減碼 |
| 36 | SBUX | Starbucks CORP | -0.4% | -36.09% | 減碼 |
| 37 | CVX | Chevron CORP | -0.4% | -3.57% | 減碼 |
| 38 | AMLP | Alerian Mlp ETF | -0.8% | +2.55% | 加碼 |
| 39 | PFE | Pfizer Inc | -1% | -60.98% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -1.7% | -32.86% | 減碼 |
| 41 | KVUE | Kenvue Inc | — | EXIT | 清倉 |
| 42 | HMC | Honda Motor Co Ltd-spons Adr | — | EXIT | 清倉 |
| 43 | NTR | Nutrien LTD | — | EXIT | 清倉 |
| 44 | SON | Sonoco Products Co | — | NEW | 新建倉 |
| 45 | SLB | Slb LTD | — | NEW | 新建倉 |
| 46 | DOW | Dow Inc | — | EXIT | 清倉 |
| 47 | IRDM | Iridium Communications Inc | — | EXIT | 清倉 |
| 48 | ENR | Energizer Holdings Inc | — | EXIT | 清倉 |
| 49 | CVS | Cvs Health CORP | — | EXIT | 清倉 |
| 50 | NFLX | Netflix Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Allen Wealth Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$2.1億，共申報了 57 個公開持股部位。
在 Q3 2025 季度，Allen Wealth Management, LLC 按市值排列的前三大核心持股分別為：VTV (20.0%)、FNDX (17.3%)、AMLP (10.5%)。其中最大持股部位 VTV 佔據整體投資組合約 20.0% 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
SON
市值: US$148.9萬
本季最大獲利了結 / 清倉標的
KVUE
前期市值: US$200.6萬
在 Q3 2025 季度中，Allen Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 15 個部位、減碼 25 個部位以及清倉 7 個部位。 其中最大新建倉標的為 SON。 本季清倉部位包含 KVUE。
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。