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: 0001665633
申報總市值
US$6.6億
US$6.6億
206 檔
16.2%
在 Q2 2025 的 13F 官方備案中，Alpha Omega Wealth Management LLC 管理的美股投資組合規模來到 US$6.6億，整體持股檔數為 206 檔。
從 Q2 2025 申報觀察，Alpha Omega Wealth Management LLC 採取防禦導向的調倉策略，本季減碼 31 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 JPST, MSFT, AAPL）累計市值佔比達 16.2%，是驅動 Alpha Omega 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 206 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 6.95% | -0.54% | +2.93% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.77% | -0.21% | -1.53% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.72% | +0.08% | -1.38% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.55% | -0.33% | +4415.31% | |
| 5 | GSST | Goldman Sachs Ultra Short Bo | ETF-避險與商品 | 2.10% | +0.09% | +37.40% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 2.00% | +0.49% | -1.90% | |
| 7 | IBM | Intl Business Machines CORP | 股票-科技 | 1.97% | +0.07% | -6.40% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.96% | -0.66% | +1.22% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | +0.03% | -4.76% | |
| 10 | COF | Capital One Financial CORP | 股票-金融 | 1.80% | +0.03% | -0.79% | |
| 11 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.78% | -0.34% | -2.07% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.71% | +0.08% | +17.65% | |
| 13 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.65% | +0.21% | -10.36% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.64% | +0.11% | -0.44% | |
| 15 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.49% | -0.07% | -0.10% | |
| 16 | T | At&t Inc | 股票-通訊服務 | 1.42% | -0.26% | -9.50% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.38% | -0.10% | -1.23% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.34% | +0.01% | +3.69% | |
| 19 | TFC | Truist Financial CORP | 股票-金融 | 1.24% | +0.01% | +0.12% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.22% | +0.09% | -0.48% | |
| 21 | SPG | Simon Property Group Inc | 股票-房地產 | 1.20% | +0.09% | -1.28% | |
| 22 | MKL | Markel Group Inc | 股票-金融 | 1.20% | -0.03% | -6.12% | |
| 23 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.07% | +0.03% | -0.97% | |
| 24 | ETN | Eaton Corporation plc | 股票-工業 | 1.04% | +0.02% | -3.95% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.02% | -0.06% | -6.04% | |
| 26 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.99% | -0.05% | -1.15% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.98% | -0.11% | +0.25% | |
| 28 | ENB | Enbridge Inc | 股票-能源 | 0.96% | -0.09% | -4.83% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.94% | -0.04% | +1.72% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.92% | +0.04% | +1.86% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.90% | +0.05% | -1.95% | |
| 32 | O | Realty Income CORP | 股票-房地產 | 0.89% | -0.05% | -0.16% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.88% | +0.06% | +3.66% | |
| 34 | FHI | Federated Hermes Inc | 股票-金融 | 0.87% | -0.09% | -0.79% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | -0.02% | -0.68% | |
| 36 | PSX | Phillips 66 | 股票-能源 | 0.83% | -0.15% | +16.58% | |
| 37 | PFE | Pfizer Inc | 股票-醫療保健 | 0.82% | -0.17% | +5.66% | |
| 38 | GNTX | Gentex CORP | 股票-循環性消費 | 0.81% | +0.12% | +9.32% | |
| 39 | GLW | Corning Inc | 股票-科技 | 0.80% | +0.39% | -5.87% | |
| 40 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.73% | -0.16% | -3.26% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.73% | +0.07% | +0.33% | |
| 42 | TAP | Molson Coors Beverage Co - B | 股票-非循環性消費 | 0.72% | -0.05% | +2.58% | |
| 43 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.72% | — | +1.43% | |
| 44 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.72% | -0.02% | +2.55% | |
| 45 | AEP | American Electric Power | 股票-公用事業 | 0.71% | -0.02% | -1.68% | |
| 46 | NSC | Norfolk Southern CORP | 股票-工業 | 0.70% | — | -2.25% | |
| 47 | SW | Smurfit Westrock Plc | 股票-循環性消費 | 0.67% | +0.15% | -4.89% | |
| 48 | KMX | Carmax Inc | 股票-循環性消費 | 0.66% | +0.13% | +6.01% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.65% | -0.15% | -3.79% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | +0.12% | +1.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | +2.5% | +4415.31% | 加碼 |
| 2 | MSFT | Microsoft CORP | +0.9% | -1.53% | 減碼 |
| 3 | GSST | Goldman Sachs Ultra Short Bo | +0.5% | +37.40% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.4% | -0.48% | 減碼 |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.3% | +17.65% | 加碼 |
| 6 | MAR | Marriott International -cl A | +0.2% | NEW | 新建倉 |
| 7 | COF | Capital One Financial CORP | +0.2% | -0.79% | 減碼 |
| 8 | ETN | Eaton Corporation plc | +0.2% | -3.95% | 減碼 |
| 9 | JNJ | Johnson & Johnson | +0.1% | -6.04% | 減碼 |
| 10 | SCHG | Schwab US Large-cap Growth | +0.1% | +62.43% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -4.76% | 減碼 |
| 12 | ORCL | Oracle CORP | +0.1% | -0.46% | 減碼 |
| 13 | MPC | Marathon Petroleum CORP | +0.1% | -0.10% | 減碼 |
| 14 | FBIN | Fortune Brands Innovations I | +0.1% | +64.16% | 加碼 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | -6.40% | 減碼 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -1.90% | 減碼 |
| 17 | KHC | Kraft Heinz Co/the | +0.1% | +129.67% | 加碼 |
| 18 | SCHF | Schwab Intl Equity ETF | +0.1% | +1.86% | 加碼 |
| 19 | DLS | Wisdomtree Intl S/c Dvd Fund | +0.1% | +1.43% | 加碼 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.10% | 加碼 |
| 21 | AMZN | Amazon.com Inc | +0.1% | — | 不變 |
| 22 | PYPL | Paypal Holdings Inc | +0.1% | +8.29% | 加碼 |
| 23 | PSX | Phillips 66 | 0% | +16.58% | 加碼 |
| 24 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | +2.55% | 加碼 |
| 25 | SCHB | Schwab US Broad Market ETF | 0% | -1.95% | 減碼 |
| 26 | VBR | Vanguard Small-cap Value ETF | 0% | +3.66% | 加碼 |
| 27 | VOE | Vanguard Mid-cap Value ETF | 0% | +3.69% | 加碼 |
| 28 | FTV | Fortive CORP | -0.1% | -0.07% | 減碼 |
| 29 | BMY | Bristol-myers Squibb Co | -0.1% | -0.63% | 減碼 |
| 30 | XOM | Exxon Mobil CORP | -0.1% | -5.83% | 減碼 |
| 31 | PEP | Pepsico Inc | -0.1% | -2.25% | 減碼 |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -0.44% | 減碼 |
| 33 | LNT | Alliant Energy CORP | -0.1% | -3.99% | 減碼 |
| 34 | CTRA | Coterra Energy Inc | -0.1% | -0.12% | 減碼 |
| 35 | MCD | Mcdonald's CORP | -0.1% | -3.79% | 減碼 |
| 36 | SW | Smurfit Westrock Plc | -0.1% | -4.89% | 減碼 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.68% | 減碼 |
| 38 | LOW | Lowe's Cos Inc | -0.2% | -28.61% | 減碼 |
| 39 | AQN | Algonquin Power & Utilities | -0.2% | -52.06% | 減碼 |
| 40 | T | At&t Inc | -0.2% | -9.50% | 減碼 |
| 41 | MLM | Martin Marietta Materials | -0.2% | -49.92% | 減碼 |
| 42 | TAP | Molson Coors Beverage Co - B | -0.2% | +2.58% | 加碼 |
| 43 | JPST | Jpmorgan Ultra-short Income | -0.2% | +2.93% | 加碼 |
| 44 | JNJ | Johnson & Johnson | -0.2% | -1.23% | 減碼 |
| 45 | KVUE | Kenvue Inc | -0.3% | -0.97% | 減碼 |
| 46 | VZ | Verizon Communications Inc | -0.3% | -2.07% | 減碼 |
| 47 | CVS | Cvs Health CORP | -0.3% | -10.36% | 減碼 |
| 48 | ABBV | Abbvie Inc | -0.4% | -0.44% | 減碼 |
| 49 | CVX | Chevron CORP | -0.5% | +1.22% | 加碼 |
| 50 | AAPL | Apple Inc | -0.5% | -1.38% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Alpha Omega Wealth Management LLC 在 Q2 2025 季度的美股持倉總市值約為 US$6.6億，共申報了 206 個公開持股部位。
在 Q2 2025 季度，Alpha Omega Wealth Management LLC 按市值排列的前三大核心持股分別為：JPST (7.0%)、MSFT (4.8%)、AAPL (2.7%)。其中最大持股部位 JPST 佔據整體投資組合約 7.0% 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
MAR
市值: US$123.3萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$2041.6萬
在 Q2 2025 季度中，Alpha Omega Wealth Management LLC 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 17 個部位、減碼 31 個部位以及清倉 0 個部位。 其中最大新建倉標的為 MAR。
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。