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
60 檔
45.2%
在 Q4 2025 申報期間，Allen Wealth Management, LLC（CIK: 0002012003）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$2.1億，共持有 60 個公開申報部位。
在 Q4 2025 期間，Allen Wealth Management, LLC 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 5 檔新建倉標的之中。
在資產配置集中度方面，Allen Wealth Management, LLC 的前 5 大核心持股（包含 VTV, FNDX, DFIV 等）合計佔整體申報市值的 45.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 17.58% | +2.02% | -3.25% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 15.05% | +1.82% | -5.32% | |
| 3 | DFIV | Dimensional International Va | ETF-其他 | 7.80% | +0.82% | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 7.80% | +1.16% | — | |
| 5 | VDE | Vanguard Energy ETF | ETF-其他 | 7.59% | -2.08% | +4.44% | |
| 6 | AMLP | Alerian Mlp ETF | ETF-其他 | 3.00% | -1.60% | -67.82% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.57% | -0.96% | -1.90% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 2.46% | -0.90% | +0.73% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.91% | +0.47% | -4.57% | |
| 10 | LMT | Lockheed Martin CORP | 股票-工業 | 1.91% | -0.47% | -1.27% | |
| 11 | C | Citigroup Inc | 股票-金融 | 1.74% | +0.17% | -3.52% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.73% | +0.12% | +1.83% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.58% | +0.34% | -7.38% | |
| 14 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.57% | -0.04% | -3.40% | |
| 15 | LNC | Lincoln National CORP | 股票-金融 | 1.50% | -0.08% | +0.72% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.42% | -0.08% | +4.70% | |
| 17 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 1.37% | -0.10% | +1.62% | |
| 18 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.30% | +0.02% | -12.71% | |
| 19 | MDT | Medtronic plc | 股票-醫療保健 | 1.24% | -0.13% | +0.73% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.05% | +0.10% | NEW | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.01% | -0.15% | +4.48% | |
| 22 | SLB | Slb LTD | 股票-能源 | 1.00% | -0.22% | +2.57% | |
| 23 | CAT | Caterpillar Inc | 股票-工業 | 0.96% | +0.22% | -12.61% | |
| 24 | PSA | Public Storage | 股票-房地產 | 0.92% | +0.09% | -8.07% | |
| 25 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.89% | +0.14% | +4.59% | |
| 26 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.87% | +0.20% | -9.16% | |
| 27 | SON | Sonoco Products Co | 股票-循環性消費 | 0.86% | -0.02% | -5.05% | |
| 28 | DUK | Duke Energy CORP | 股票-公用事業 | 0.84% | -0.09% | +9.25% | |
| 29 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.68% | +0.09% | — | |
| 30 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.61% | -0.10% | — | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.61% | -0.07% | +4.72% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | +0.06% | +11.45% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.02% | +3.62% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | — | -6.33% | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.50% | -0.10% | -5.82% | |
| 36 | AMGN | Amgen Inc | 股票-醫療保健 | 0.49% | -0.06% | -0.40% | |
| 37 | PFE | Pfizer Inc | 股票-醫療保健 | 0.47% | -0.15% | -12.21% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.43% | -0.05% | -0.47% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | -0.06% | +5.97% | |
| 40 | FDX | Fedex CORP | 股票-工業 | 0.38% | -0.07% | -1.52% | |
| 41 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.38% | -0.09% | +9.59% | |
| 42 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.30% | -0.02% | -0.90% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | +0.01% | +5.58% | |
| 44 | NOC | Northrop Grumman CORP | 股票-工業 | 0.27% | -0.11% | -11.80% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.27% | +0.02% | — | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.25% | -0.02% | -20.64% | |
| 47 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.22% | -0.05% | — | |
| 48 | WM | Waste Management Inc | 股票-工業 | 0.21% | -0.01% | — | |
| 49 | NEM | Newmont CORP | 股票-原物料 | 0.20% | -0.03% | -7.41% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.19% | -0.16% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +1.62% | 加碼 |
| 2 | MRK | Merck & Co. Inc. | +0.1% | -3.40% | 減碼 |
| 3 | JNJ | Johnson & Johnson | +0.1% | +4.70% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | 0% | — | 不變 |
| 5 | FDX | Fedex CORP | 0% | -1.52% | 減碼 |
| 6 | AMGN | Amgen Inc | 0% | -0.40% | 減碼 |
| 7 | NVS | Novartis Ag-sponsored Adr | 0% | +9.59% | 加碼 |
| 8 | SLB | Slb LTD | 0% | +2.57% | 加碼 |
| 9 | VZ | Verizon Communications Inc | 0% | +27.71% | 加碼 |
| 10 | BAC | Bank Of America CORP | — | +5.58% | 加碼 |
| 11 | KO | Coca-cola Co/the | 0% | +4.72% | 加碼 |
| 12 | GLD | Spdr Gold Shares | 0% | — | 不變 |
| 13 | NEM | Newmont CORP | 0% | -7.41% | 減碼 |
| 14 | LNC | Lincoln National CORP | 0% | +0.72% | 加碼 |
| 15 | WMT | Walmart Inc | 0% | -0.47% | 減碼 |
| 16 | C | Citigroup Inc | 0% | -3.52% | 減碼 |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +3.62% | 加碼 |
| 18 | ADP | Automatic Data Processing | 0% | — | 不變 |
| 19 | MSFT | Microsoft CORP | -0.1% | +11.45% | 加碼 |
| 20 | AAPL | Apple Inc | -0.1% | +1.83% | 加碼 |
| 21 | PEP | Pepsico Inc | -0.1% | +4.48% | 加碼 |
| 22 | ABBV | Abbvie Inc | -0.1% | -14.06% | 減碼 |
| 23 | CAT | Caterpillar Inc | -0.1% | -12.61% | 減碼 |
| 24 | TROW | T Rowe Price Group Inc | -0.1% | +4.59% | 加碼 |
| 25 | DUK | Duke Energy CORP | -0.1% | +9.25% | 加碼 |
| 26 | EPD | Enterprise Products Partners | -0.1% | -5.82% | 減碼 |
| 27 | V | Visa Inc-class A Shares | -0.1% | -6.33% | 減碼 |
| 28 | CSCO | Cisco Systems Inc | -0.1% | -4.57% | 減碼 |
| 29 | NOC | Northrop Grumman CORP | -0.1% | -11.80% | 減碼 |
| 30 | SBUX | Starbucks CORP | -0.1% | -20.64% | 減碼 |
| 31 | MDT | Medtronic plc | -0.1% | +0.73% | 加碼 |
| 32 | PFE | Pfizer Inc | -0.2% | -12.21% | 減碼 |
| 33 | SON | Sonoco Products Co | -0.2% | -5.05% | 減碼 |
| 34 | XOM | Exxon Mobil CORP | -0.2% | -1.90% | 減碼 |
| 35 | SWK | Stanley Black & Decker Inc | -0.2% | -9.16% | 減碼 |
| 36 | BNY | Bank Of New York Mellon CORP | -0.3% | -12.71% | 減碼 |
| 37 | PSA | Public Storage | -0.3% | -8.07% | 減碼 |
| 38 | LMT | Lockheed Martin CORP | -0.3% | -1.27% | 減碼 |
| 39 | CVX | Chevron CORP | -0.3% | +0.73% | 加碼 |
| 40 | VDE | Vanguard Energy ETF | -0.6% | +4.44% | 加碼 |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | -2.3% | -5.32% | 減碼 |
| 42 | VTV | Vanguard Value ETF | -2.4% | -3.25% | 減碼 |
| 43 | AMLP | Alerian Mlp ETF | -7.5% | -67.82% | 減碼 |
| 44 | DFIV | Dimensional International Va | — | NEW | 新建倉 |
| 45 | VO | Vanguard Mid-cap ETF | — | NEW | 新建倉 |
| 46 | KMB | Kimberly-clark CORP | — | NEW | 新建倉 |
| 47 | UL | Unilever PLC | — | EXIT | 清倉 |
| 48 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
| 49 | NFLX | Netflix Inc | — | EXIT | 清倉 |
| 50 | TSLA | Tesla Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Allen Wealth Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.1億，共申報了 60 個公開持股部位。
在 Q4 2025 季度，Allen Wealth Management, LLC 按市值排列的前三大核心持股分別為：VTV (17.6%)、FNDX (15.1%)、DFIV (7.8%)。其中最大持股部位 VTV 佔據整體投資組合約 17.6% 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
DFIV
市值: US$1296.0萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$105.9萬
在 Q4 2025 季度中，Allen Wealth Management, LLC 共進行了 47 項持倉異動，包含新建倉 5 個部位、加碼 17 個部位、減碼 23 個部位以及清倉 2 個部位。 其中最大新建倉標的為 DFIV。 本季清倉部位包含 UL。
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。