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
202 檔
18.8%
在 Q4 2025 申報期間，Alpha Omega Wealth Management LLC（CIK: 0001665633）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$6.6億，共持有 202 個公開申報部位。
數據顯示 Alpha Omega Wealth Management LLC 於 Q4 2025 季度持續回收資金，對 30 個既有部位進行裁減並清倉 4 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Alpha Omega Wealth Management LLC 的前 5 大核心持股（包含 JPST, MSFT, VUSB 等）合計佔整體申報市值的 18.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 202 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 | 6.80% | -0.54% | +1.08% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.18% | -0.21% | -1.67% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 3.97% | -0.33% | +7.39% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.11% | +0.08% | -4.78% | |
| 5 | GSST | Goldman Sachs Ultra Short Bo | ETF-避險與商品 | 2.38% | +0.09% | +8.27% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.97% | +0.08% | +2.50% | |
| 7 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.96% | +0.21% | -0.65% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.94% | -0.66% | +0.12% | |
| 9 | COF | Capital One Financial CORP | 股票-金融 | 1.86% | +0.03% | -0.97% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.85% | +0.11% | -0.71% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.83% | +0.49% | -10.02% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.74% | +0.07% | -4.23% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.70% | -0.10% | -1.32% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.69% | +0.03% | -4.04% | |
| 15 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.58% | -0.34% | +0.15% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.43% | +0.01% | +1.43% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.33% | +0.09% | -2.39% | |
| 18 | TFC | Truist Financial CORP | 股票-金融 | 1.25% | +0.01% | -1.27% | |
| 19 | SPG | Simon Property Group Inc | 股票-房地產 | 1.23% | +0.09% | -0.39% | |
| 20 | MKL | Markel Group Inc | 股票-金融 | 1.19% | -0.03% | -0.92% | |
| 21 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.16% | -0.07% | -1.44% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | +0.12% | -1.95% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.99% | -0.11% | -1.22% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.96% | +0.04% | +0.17% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.95% | +0.06% | +1.82% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.89% | -0.04% | +1.04% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.86% | +0.09% | -0.34% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | -0.06% | -10.34% | |
| 29 | GLW | Corning Inc | 股票-科技 | 0.85% | +0.39% | -18.97% | |
| 30 | ENB | Enbridge Inc | 股票-能源 | 0.84% | -0.09% | +0.06% | |
| 31 | PFE | Pfizer Inc | 股票-醫療保健 | 0.84% | -0.17% | -1.04% | |
| 32 | ETN | Eaton Corporation plc | 股票-工業 | 0.84% | +0.02% | -1.55% | |
| 33 | PSX | Phillips 66 | 股票-能源 | 0.84% | -0.15% | -0.47% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.83% | +0.05% | -2.24% | |
| 35 | O | Realty Income CORP | 股票-房地產 | 0.82% | -0.05% | +0.86% | |
| 36 | FHI | Federated Hermes Inc | 股票-金融 | 0.80% | -0.09% | -2.24% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | -0.02% | -0.81% | |
| 38 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.77% | -0.02% | +0.58% | |
| 39 | T | At&t Inc | 股票-通訊服務 | 0.77% | -0.26% | -0.21% | |
| 40 | SLB | Slb LTD | 股票-能源 | 0.76% | -0.15% | +3.32% | |
| 41 | GIS | General Mills Inc | 股票-非循環性消費 | 0.74% | -0.17% | +2026.01% | |
| 42 | RHI | Robert Half Inc | 股票-工業 | 0.74% | +0.16% | +24.19% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工業 | 0.73% | — | -0.82% | |
| 44 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.72% | -0.05% | -2.79% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.71% | +0.07% | +0.35% | |
| 46 | GNTX | Gentex CORP | 股票-循環性消費 | 0.67% | +0.12% | -18.70% | |
| 47 | AEP | American Electric Power | 股票-公用事業 | 0.65% | -0.02% | -10.96% | |
| 48 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.64% | -0.16% | -12.56% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.63% | -0.15% | -0.89% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.59% | +0.05% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GIS | General Mills Inc | +0.7% | +2026.01% | 加碼 |
| 2 | RAL | Ralliant CORP | +0.3% | +615.78% | 加碼 |
| 3 | VUSB | Vanguard Ultra Short Bond Et | +0.3% | +7.39% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.95% | 減碼 |
| 5 | COF | Capital One Financial CORP | +0.2% | -0.97% | 減碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -0.34% | 減碼 |
| 7 | GSST | Goldman Sachs Ultra Short Bo | +0.2% | +8.27% | 加碼 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -1.32% | 減碼 |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +2.50% | 加碼 |
| 10 | MKL | Markel Group Inc | +0.1% | -0.92% | 減碼 |
| 11 | MRK | Merck & Co. Inc. | +0.1% | -0.61% | 減碼 |
| 12 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +40.28% | 加碼 |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +48.11% | 加碼 |
| 14 | SLB | Slb LTD | +0.1% | +3.32% | 加碼 |
| 15 | PYPL | Paypal Holdings Inc | +0.1% | +47.37% | 加碼 |
| 16 | LLY | Eli Lilly & Co | +0.1% | -2.16% | 減碼 |
| 17 | CVS | Cvs Health CORP | +0.1% | -0.65% | 減碼 |
| 18 | TFC | Truist Financial CORP | +0.1% | -1.27% | 減碼 |
| 19 | DHR | Danaher CORP | +0.1% | -0.92% | 減碼 |
| 20 | ACN | Accenture plc | +0.1% | +7.73% | 加碼 |
| 21 | AAPL | Apple Inc | 0% | -4.78% | 減碼 |
| 22 | CTRA | Coterra Energy Inc | 0% | -0.73% | 減碼 |
| 23 | JPST | Jpmorgan Ultra-short Income | 0% | +1.08% | 加碼 |
| 24 | AEP | American Electric Power | -0.1% | -10.96% | 減碼 |
| 25 | O | Realty Income CORP | -0.1% | +0.86% | 加碼 |
| 26 | HD | Home Depot Inc | -0.1% | -0.13% | 減碼 |
| 27 | DLS | Wisdomtree Intl S/c Dvd Fund | -0.1% | -16.71% | 減碼 |
| 28 | INTC | Intel CORP | -0.1% | -28.75% | 減碼 |
| 29 | T | At&t Inc | -0.1% | -0.21% | 減碼 |
| 30 | DOC | Healthpeak Properties Inc | -0.1% | -7.08% | 減碼 |
| 31 | GLW | Corning Inc | -0.1% | -18.97% | 減碼 |
| 32 | LNT | Alliant Energy CORP | -0.1% | -18.29% | 減碼 |
| 33 | VZ | Verizon Communications Inc | -0.1% | +0.15% | 加碼 |
| 34 | MDLZ | Mondelez International Inc-a | -0.1% | -2.79% | 減碼 |
| 35 | ETN | Eaton Corporation plc | -0.2% | -1.55% | 減碼 |
| 36 | TAP | Molson Coors Beverage Co - B | -0.2% | -27.27% | 減碼 |
| 37 | KMX | Carmax Inc | -0.2% | -29.00% | 減碼 |
| 38 | PSKY | Paramount Skydance Cl B | -0.2% | -6.19% | 減碼 |
| 39 | MPC | Marathon Petroleum CORP | -0.2% | -1.44% | 減碼 |
| 40 | SW | Smurfit Westrock Plc | -0.3% | -42.95% | 減碼 |
| 41 | GNTX | Gentex CORP | -0.3% | -18.70% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.4% | -1.67% | 減碼 |
| 43 | KVUE | Kenvue Inc | -0.4% | -53.95% | 減碼 |
| 44 | KMB | Kimberly-clark CORP | — | NEW | 新建倉 |
| 45 | IP | International Paper Co | — | NEW | 新建倉 |
| 46 | MKTX | Marketaxess Holdings Inc | — | NEW | 新建倉 |
| 47 | STZ | Constellation Brands Inc-a | — | EXIT | 清倉 |
| 48 | KHC | Kraft Heinz Co/the | — | EXIT | 清倉 |
| 49 | CMCSA | Comcast Corp-class A | — | EXIT | 清倉 |
| 50 | MMM | 3m Co | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Alpha Omega Wealth Management LLC 在 Q4 2025 季度的美股持倉總市值約為 US$6.6億，共申報了 202 個公開持股部位。
在 Q4 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 (4.2%)、VUSB (4.0%)。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
KMB
市值: US$355.3萬
本季最大獲利了結 / 清倉標的
STZ
前期市值: US$131.7萬
在 Q4 2025 季度中，Alpha Omega Wealth Management LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 13 個部位、減碼 30 個部位以及清倉 4 個部位。 其中最大新建倉標的為 KMB。 本季清倉部位包含 STZ。
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。