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: 0001913842
申報總市值
US$2.1億
US$2.1億
117 檔
10.3%
截至 Q1 2025 季度末，apricus wealth, LLC 的美股持倉估值約為 US$2.1億，全數申報部位共有 117 檔。
觀察 Q1 2025 的申報異動，apricus wealth, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 32 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 CVX, ABBV, AMGN）占據了總市值的 10.3%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | CVX | Chevron CORP | 股票-能源 | 3.23% | -0.71% | +2.77% | |
| 2 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.49% | +0.93% | +1.94% | |
| 3 | AMGN | Amgen Inc | 股票-醫療保健 | 2.46% | +0.04% | +4.85% | |
| 4 | EXE | Expand Energy CORP | 股票-能源 | 2.34% | -0.35% | -10.12% | |
| 5 | BG | Bunge Global SA | 股票-非循環性消費 | 2.28% | -0.66% | +150.35% | |
| 6 | SLB | Slb LTD | 股票-能源 | 2.27% | -0.25% | +3.59% | |
| 7 | STT | State Street CORP | 股票-金融 | 2.26% | -0.55% | +3.31% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 2.16% | +0.27% | -7.85% | |
| 9 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 2.16% | -0.21% | +4.87% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.14% | +0.05% | -16.82% | |
| 11 | KR | Kroger Co | 股票-非循環性消費 | 2.08% | +0.10% | +4.71% | |
| 12 | UL | Unilever PLC | 股票-非循環性消費 | 2.08% | — | +3.93% | |
| 13 | MDXG | Mimedx Group Inc | 股票-其他 | 2.04% | -0.04% | — | |
| 14 | C | Citigroup Inc | 股票-金融 | 2.04% | -0.52% | +8.87% | |
| 15 | KT | Kt Corp-sp Adr | 股票-其他 | 2.04% | -0.36% | -0.01% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 2.03% | +0.22% | +0.75% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 2.00% | -0.17% | +1.18% | |
| 18 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 1.99% | +0.36% | +18.05% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.97% | +0.06% | +12.46% | |
| 20 | CTRA | Coterra Energy Inc | 股票-能源 | 1.95% | -2.08% | EXIT | |
| 21 | CB | Chubb Limited | 股票-金融 | 1.88% | +0.10% | +0.97% | |
| 22 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 1.84% | +0.17% | — | |
| 23 | SO | Southern Co/the | 股票-公用事業 | 1.75% | -0.03% | +3.94% | |
| 24 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.74% | -0.09% | -47.05% | |
| 25 | UNM | Unum Group | 股票-金融 | 1.71% | +0.26% | -44.65% | |
| 26 | PFE | Pfizer Inc | 股票-醫療保健 | 1.67% | -1.57% | +22.58% | |
| 27 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.63% | -0.04% | +9.32% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.60% | +0.14% | +36.39% | |
| 29 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 1.58% | -0.04% | +35.88% | |
| 30 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.55% | +0.04% | +6.85% | |
| 31 | TRP | Tc Energy CORP | 股票-能源 | 1.54% | -0.72% | +6.82% | |
| 32 | NEM | Newmont CORP | 股票-原物料 | 1.54% | -0.21% | -7.06% | |
| 33 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 1.52% | -0.26% | +7.68% | |
| 34 | COP | Conocophillips | 股票-能源 | 1.50% | — | +1.31% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事業 | 1.50% | -0.07% | +3.07% | |
| 36 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.47% | — | -1.86% | |
| 37 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.45% | -0.48% | +14.04% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 1.38% | +0.19% | +1.54% | |
| 39 | SHEL | Shell Plc-adr | 股票-能源 | 1.32% | -0.27% | +14.81% | |
| 40 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.30% | -0.16% | +6.64% | |
| 41 | NUE | Nucor CORP | 股票-原物料 | 1.25% | -0.75% | — | |
| 42 | ABX | Barrick Gold CORP | 股票-金融 | 1.22% | — | -1.60% | |
| 43 | SOBO | South Bow CORP | 股票-其他 | 1.11% | +0.01% | +22.98% | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.08% | -0.23% | — | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | -0.02% | +9.55% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.93% | +0.10% | NEW | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | +0.02% | -0.93% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | +0.16% | -14.91% | |
| 49 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.64% | +0.49% | +8.55% | |
| 50 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.62% | -0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BG | Bunge Global SA | +1.3% | +150.35% | 加碼 |
| 2 | NUE | Nucor CORP | +1.3% | NEW | 新建倉 |
| 3 | CMCSA | Comcast Corp-class A | +1.1% | NEW | 新建倉 |
| 4 | CVS | Cvs Health CORP | +0.4% | -1.86% | 減碼 |
| 5 | AMGN | Amgen Inc | +0.3% | +4.85% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.3% | +12.46% | 加碼 |
| 7 | SJM | Jm Smucker Co/the | +0.3% | +18.05% | 加碼 |
| 8 | CVX | Chevron CORP | +0.3% | +2.77% | 加碼 |
| 9 | ADM | Archer-daniels-midland Co | +0.3% | +35.88% | 加碼 |
| 10 | SHEL | Shell Plc-adr | +0.3% | +14.81% | 加碼 |
| 11 | ABBV | Abbvie Inc | +0.2% | +1.94% | 加碼 |
| 12 | WEC | Wec Energy Group Inc | +0.2% | +9.32% | 加碼 |
| 13 | SOBO | South Bow CORP | +0.2% | +22.98% | 加碼 |
| 14 | MRK | Merck & Co. Inc. | +0.2% | +36.39% | 加碼 |
| 15 | PAYX | Paychex Inc | +0.2% | NEW | 新建倉 |
| 16 | NVS | Novartis Ag-sponsored Adr | +0.2% | +6.85% | 加碼 |
| 17 | GLW | Corning Inc | +0.2% | NEW | 新建倉 |
| 18 | MMSI | Merit Medical Systems Inc | +0.2% | NEW | 新建倉 |
| 19 | NEM | Newmont CORP | +0.2% | -7.06% | 減碼 |
| 20 | TJX | Tjx Companies Inc | +0.2% | NEW | 新建倉 |
| 21 | DRI | Darden Restaurants Inc | +0.2% | NEW | 新建倉 |
| 22 | TSN | Tyson Foods Inc-cl A | +0.1% | +4.87% | 加碼 |
| 23 | ABX | Barrick Gold CORP | +0.1% | -1.60% | 減碼 |
| 24 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | 新建倉 |
| 25 | VZ | Verizon Communications Inc | +0.1% | +6.64% | 加碼 |
| 26 | KR | Kroger Co | +0.1% | +4.71% | 加碼 |
| 27 | PFE | Pfizer Inc | +0.1% | +22.58% | 加碼 |
| 28 | SO | Southern Co/the | +0.1% | +3.94% | 加碼 |
| 29 | DUK | Duke Energy CORP | +0.1% | +3.07% | 加碼 |
| 30 | KT | Kt Corp-sp Adr | +0.1% | -0.01% | 減碼 |
| 31 | SLB | Slb LTD | +0.1% | +3.59% | 加碼 |
| 32 | CTRA | Coterra Energy Inc | +0.1% | -0.24% | 減碼 |
| 33 | CB | Chubb Limited | 0% | +0.97% | 加碼 |
| 34 | C | Citigroup Inc | 0% | +8.87% | 加碼 |
| 35 | UL | Unilever PLC | — | +3.93% | 加碼 |
| 36 | V | Visa Inc-class A Shares | -0.2% | EXIT | 清倉 |
| 37 | DELL | Dell Technologies -c | -0.2% | EXIT | 清倉 |
| 38 | VGT | Vanguard Info Tech ETF | -0.2% | -30.35% | 減碼 |
| 39 | MUFG | Mitsubishi Ufj Finl-spon Adr | -0.3% | -77.39% | 減碼 |
| 40 | STT | State Street CORP | -0.4% | +3.31% | 加碼 |
| 41 | GOOG | Alphabet Inc-cl C | -0.4% | -14.91% | 減碼 |
| 42 | ABNB | Airbnb Inc-class A | -0.4% | — | 不變 |
| 43 | AAPL | Apple Inc | -0.5% | +0.75% | 加碼 |
| 44 | T | At&t Inc | -0.5% | -51.93% | 減碼 |
| 45 | BAC | Bank Of America CORP | -0.5% | -7.85% | 減碼 |
| 46 | JPM | Jpmorgan Chase & Co | -0.6% | -16.82% | 減碼 |
| 47 | MDXG | Mimedx Group Inc | -0.8% | — | 不變 |
| 48 | UNM | Unum Group | -1.3% | -44.65% | 減碼 |
| 49 | BERYEUR | Berry Global Group Inc | -1.4% | EXIT | 清倉 |
| 50 | KMI | Kinder Morgan, Inc. | -1.7% | -47.05% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，apricus wealth, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$2.1億，共申報了 117 個公開持股部位。
在 Q1 2025 季度，apricus wealth, LLC 按市值排列的前三大核心持股分別為：CVX (3.2%)、ABBV (2.5%)、AMGN (2.5%)。其中最大持股部位 CVX 佔據整體投資組合約 3.2% 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
NUE
市值: US$210.9萬
本季最大獲利了結 / 清倉標的
BERYEUR
前期市值: US$214.2萬
在 Q1 2025 季度中，apricus wealth, LLC 共進行了 48 項持倉異動，包含新建倉 8 個部位、加碼 24 個部位、減碼 13 個部位以及清倉 3 個部位。 其中最大新建倉標的為 NUE。 本季清倉部位包含 BERYEUR。
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。