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
204 檔
18.6%
Q3 2025 季度申報顯示，Alpha Omega Wealth Management LLC 揭露的美股組合總市值為 US$6.6億，涵蓋 204 個不同之權益投資部位。
觀察 Q3 2025 的申報異動，Alpha Omega Wealth Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 28 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 JPST, MSFT, VUSB）占據了總市值的 18.6%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 204 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 | 6.77% | -0.54% | +4.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.57% | -0.21% | -1.01% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 3.72% | -0.33% | +56.52% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.07% | +0.08% | -1.90% | |
| 5 | GSST | Goldman Sachs Ultra Short Bo | ETF-避險與商品 | 2.22% | +0.09% | +13.36% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 1.98% | -0.66% | +0.30% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.90% | +0.11% | -0.52% | |
| 8 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.88% | +0.21% | +12.30% | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.83% | +0.08% | +6.99% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 1.82% | +0.49% | -0.69% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.74% | +0.07% | -0.62% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.73% | +0.03% | -6.56% | |
| 13 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.71% | -0.34% | +1.40% | |
| 14 | COF | Capital One Financial CORP | 股票-金融 | 1.66% | +0.03% | -0.76% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.55% | -0.10% | -0.45% | |
| 16 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.40% | -0.07% | -13.02% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.40% | +0.01% | +5.37% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.30% | +0.09% | -4.63% | |
| 19 | SPG | Simon Property Group Inc | 股票-房地產 | 1.25% | +0.09% | -4.25% | |
| 20 | TFC | Truist Financial CORP | 股票-金融 | 1.18% | +0.01% | -3.48% | |
| 21 | MKL | Markel Group Inc | 股票-金融 | 1.07% | -0.03% | +0.51% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.03% | -0.11% | +11.39% | |
| 23 | ETN | Eaton Corporation plc | 股票-工業 | 1.00% | +0.02% | -0.59% | |
| 24 | GNTX | Gentex CORP | 股票-循環性消費 | 1.00% | +0.12% | +2.89% | |
| 25 | GLW | Corning Inc | 股票-科技 | 0.98% | +0.39% | -15.62% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.93% | +0.04% | +4.22% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.93% | +0.06% | +5.66% | |
| 28 | ENB | Enbridge Inc | 股票-能源 | 0.89% | -0.09% | -10.53% | |
| 29 | PSX | Phillips 66 | 股票-能源 | 0.89% | -0.15% | +0.68% | |
| 30 | O | Realty Income CORP | 股票-房地產 | 0.88% | -0.05% | +0.69% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.88% | -0.04% | -2.30% | |
| 32 | T | At&t Inc | 股票-通訊服務 | 0.88% | -0.26% | -32.06% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | -0.06% | -11.27% | |
| 34 | PFE | Pfizer Inc | 股票-醫療保健 | 0.87% | -0.17% | +8.71% | |
| 35 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.86% | -0.05% | +0.63% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.84% | +0.05% | -7.18% | |
| 37 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.84% | +0.03% | +8.37% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.82% | +0.12% | -0.79% | |
| 39 | FHI | Federated Hermes Inc | 股票-金融 | 0.82% | -0.09% | -13.44% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | -0.02% | -0.51% | |
| 41 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.77% | -0.02% | +5.53% | |
| 42 | NSC | Norfolk Southern CORP | 股票-工業 | 0.77% | — | +0.05% | |
| 43 | RHI | Robert Half Inc | 股票-工業 | 0.74% | +0.16% | +53.34% | |
| 44 | AEP | American Electric Power | 股票-公用事業 | 0.71% | -0.02% | -0.03% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.70% | +0.07% | -1.81% | |
| 46 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.69% | -0.16% | -14.44% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | +0.09% | +0.06% | |
| 48 | SLB | Slb LTD | 股票-能源 | 0.66% | -0.15% | — | |
| 49 | TAP | Molson Coors Beverage Co - B | 股票-非循環性消費 | 0.66% | -0.05% | +3.45% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.63% | -0.15% | +0.36% |
| # | 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 | +3.7% | +56.52% | 加碼 |
| 2 | MSFT | Microsoft CORP | +0.7% | -1.01% | 減碼 |
| 3 | GSST | Goldman Sachs Ultra Short Bo | +0.6% | +13.36% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.5% | -4.63% | 減碼 |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.4% | +6.99% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.79% | 加碼 |
| 7 | GLW | Corning Inc | +0.2% | -15.62% | 減碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +0.06% | 加碼 |
| 9 | GNTX | Gentex CORP | +0.2% | +2.89% | 加碼 |
| 10 | FBIN | Fortune Brands Innovations I | +0.2% | +18.67% | 加碼 |
| 11 | RHI | Robert Half Inc | +0.1% | +53.34% | 加碼 |
| 12 | ETN | Eaton Corporation plc | +0.1% | -0.59% | 減碼 |
| 13 | INTC | Intel CORP | +0.1% | +0.87% | 減碼 |
| 14 | PSX | Phillips 66 | +0.1% | +0.68% | 加碼 |
| 15 | VTRS | Viatris Inc | +0.1% | +16.87% | 加碼 |
| 16 | SCHF | Schwab Intl Equity ETF | +0.1% | +4.22% | 加碼 |
| 17 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.1% | +5.53% | 加碼 |
| 18 | VBR | Vanguard Small-cap Value ETF | +0.1% | +5.66% | 加碼 |
| 19 | NSC | Norfolk Southern CORP | +0.1% | +0.05% | 減碼 |
| 20 | IEMG | Ishares Core Msci Emerging | +0.1% | +5.14% | 加碼 |
| 21 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +5.37% | 加碼 |
| 22 | COF | Capital One Financial CORP | 0% | -0.76% | 減碼 |
| 23 | JPM | Jpmorgan Chase & Co | — | -6.56% | 減碼 |
| 24 | MPC | Marathon Petroleum CORP | — | -13.02% | 減碼 |
| 25 | PFE | Pfizer Inc | — | +8.71% | 加碼 |
| 26 | JNJ | Johnson & Johnson | — | -11.27% | 減碼 |
| 27 | SCHP | Schwab U.s. Tips ETF | 0% | +11.39% | 加碼 |
| 28 | CVS | Cvs Health CORP | -0.1% | +12.30% | 加碼 |
| 29 | JNJ | Johnson & Johnson | -0.1% | -0.45% | 減碼 |
| 30 | ABBV | Abbvie Inc | -0.1% | -0.52% | 減碼 |
| 31 | AAPL | Apple Inc | -0.1% | -1.90% | 減碼 |
| 32 | CSCO | Cisco Systems Inc | -0.1% | -0.69% | 減碼 |
| 33 | STZ | Constellation Brands Inc-a | -0.2% | -4.72% | 減碼 |
| 34 | CTRA | Coterra Energy Inc | -0.2% | -0.27% | 減碼 |
| 35 | LOW | Lowe's Cos Inc | -0.2% | -3.78% | 減碼 |
| 36 | MLM | Martin Marietta Materials | -0.2% | — | 減碼 |
| 37 | TAP | Molson Coors Beverage Co - B | -0.3% | +3.45% | 加碼 |
| 38 | KMX | Carmax Inc | -0.3% | +13.56% | 加碼 |
| 39 | JPST | Jpmorgan Ultra-short Income | -0.4% | +4.78% | 加碼 |
| 40 | AQN | Algonquin Power & Utilities | -0.4% | -94.37% | 減碼 |
| 41 | CVX | Chevron CORP | -0.4% | +0.30% | 加碼 |
| 42 | KVUE | Kenvue Inc | -0.5% | +8.37% | 加碼 |
| 43 | T | At&t Inc | -0.8% | -32.06% | 減碼 |
| 44 | SLB | Slb LTD | — | NEW | 新建倉 |
| 45 | DOC | Healthpeak Properties Inc | — | NEW | 新建倉 |
| 46 | PSKY | Paramount Skydance Cl B | — | NEW | 新建倉 |
| 47 | AVDV | Avantis Intl S/c Value ETF | — | NEW | 新建倉 |
| 48 | EMR | Emerson Electric Co | — | EXIT | 清倉 |
| 49 | ORCL | Oracle CORP | — | EXIT | 清倉 |
| 50 | MAR | Marriott International -cl A | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Alpha Omega Wealth Management LLC 在 Q3 2025 季度的美股持倉總市值約為 US$6.6億，共申報了 204 個公開持股部位。
在 Q3 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 (6.8%)、MSFT (4.6%)、VUSB (3.7%)。其中最大持股部位 JPST 佔據整體投資組合約 6.8% 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
SLB
市值: US$396.0萬
本季最大獲利了結 / 清倉標的
EMR
前期市值: US$120.5萬
在 Q3 2025 季度中，Alpha Omega Wealth Management LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 23 個部位、減碼 20 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SLB。 本季清倉部位包含 EMR。
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。