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: 0002034793
申報總市值
US$2.3億
US$2.3億
245 檔
16.4%
Ariadne Wealth Management, LP 在 Q3 2025 季度的美股部位總計估值為 US$2.3億，分散於 245 個持倉標的之中，反映其市場參與廣度與投資規模。
Ariadne Wealth Management, LP 於 Q3 2025 展現出進攻型調倉步調，本季推動了 56 檔股票的新建倉與 51 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Ariadne Wealth Management, LP 的前 5 大核心持股（包含 SLV, DFUV, AVUS 等）合計佔整體申報市值的 16.4%，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 245 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 | SLV | Ishares Silver Trust | ETF-避險與商品 | 4.59% | -6.60% | EXIT | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.32% | +0.42% | -1.80% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 2.98% | +0.41% | -4.75% | |
| 4 | CALI | Ishrs Sh-trm Ca Muni Act ETF | ETF-其他 | 2.86% | -0.07% | -4.78% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.84% | -0.07% | -0.53% | |
| 6 | AVDE | Avantis International Equity | ETF-其他 | 2.71% | +0.12% | -9.19% | |
| 7 | DFAT | Dimensional US Target Value | ETF-其他 | 2.66% | +0.26% | +0.00% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.40% | +0.37% | -7.53% | |
| 9 | DFIC | Dimensional International Co | ETF-其他 | 2.33% | +0.11% | -6.09% | |
| 10 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.24% | -2.52% | EXIT | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 2.24% | +0.19% | — | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.18% | -0.19% | -21.62% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.34% | +2.89% | |
| 14 | DFIV | Dimensional International Va | ETF-其他 | 1.68% | — | -1.11% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.49% | +0.14% | -5.51% | |
| 16 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-其他 | 1.47% | +0.01% | -7.12% | |
| 17 | DFIS | Dimensional International Sm | ETF-其他 | 1.34% | +0.04% | -8.08% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.34% | +0.87% | +0.40% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.31% | +0.18% | +0.87% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.16% | +0.12% | -2.97% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.13% | +0.24% | +16.37% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.04% | -0.05% | +0.24% | |
| 23 | DVYE | Ishares Emerging Markets Div | ETF-新興市場 | 1.04% | -0.12% | — | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.00% | +0.08% | +0.68% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.93% | -0.22% | — | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.89% | +0.14% | -4.37% | |
| 27 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.82% | +0.03% | -5.50% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.79% | +0.01% | — | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | +0.08% | +3.93% | |
| 30 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-其他 | 0.78% | +0.07% | -9.22% | |
| 31 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.77% | +0.04% | +4.70% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.74% | -0.01% | — | |
| 33 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.67% | -0.27% | +3.29% | |
| 34 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.65% | — | — | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.62% | +0.06% | +7.26% | |
| 36 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.62% | +0.13% | +42.43% | |
| 37 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.60% | +0.05% | +1.18% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.59% | +0.07% | — | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.58% | +0.16% | -4.32% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | -0.02% | — | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.58% | -0.03% | -1.08% | |
| 42 | XEMDX | Western Asset Emrg Mrkt Dbt | 股票-其他 | 0.58% | +0.04% | -0.32% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.55% | -0.05% | +0.18% | |
| 44 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 0.54% | -0.01% | — | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | +0.02% | +2.30% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | +0.09% | +10.64% | |
| 47 | TYG | Tortoise Energy Infrastruct | 股票-其他 | 0.50% | -0.08% | — | |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.47% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | +0.11% | -20.68% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.46% | +0.52% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CALI | Ishrs Sh-trm Ca Muni Act ETF | +2.6% | -4.78% | 加碼 |
| 2 | SLV | Ishares Silver Trust | +1.2% | — | 不變 |
| 3 | NVDA | Nvidia CORP | +0.8% | -0.53% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.87% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.4% | -5.51% | 減碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | +0.68% | 加碼 |
| 7 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | +42.43% | 加碼 |
| 8 | AAPL | Apple Inc | +0.3% | +0.40% | 加碼 |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | +0.2% | +3.57% | 加碼 |
| 10 | AVEM | Avantis Emerging Markets Eq | +0.2% | +16.37% | 加碼 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.2% | +3.29% | 加碼 |
| 12 | GLD | Spdr Gold Shares | +0.2% | — | 不變 |
| 13 | FIX | Comfort Systems USA Inc | +0.2% | +0.60% | 加碼 |
| 14 | LRCX | Lam Research CORP | +0.2% | +14.86% | 加碼 |
| 15 | SNOW | Snowflake Inc | +0.1% | +0.81% | 加碼 |
| 16 | FDX | Fedex CORP | +0.1% | +44.93% | 加碼 |
| 17 | ORCL | Oracle CORP | +0.1% | -1.08% | 加碼 |
| 18 | TSLA | Tesla Inc | +0.1% | +4.46% | 加碼 |
| 19 | GM | General Motors Co | +0.1% | +0.57% | 加碼 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.60% | 減碼 |
| 21 | AMZN | Amazon.com Inc | +0.1% | -2.97% | 加碼 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +0.89% | 加碼 |
| 23 | RBLX | Roblox CORP -class A | +0.1% | +0.42% | 加碼 |
| 24 | HOOD | Robinhood Markets Inc - A | +0.1% | -21.31% | 減碼 |
| 25 | RTX | Rtx CORP | +0.1% | +72.73% | 加碼 |
| 26 | LLY | Eli Lilly & Co | +0.1% | +2.30% | 減碼 |
| 27 | ANET | Arista Networks Inc | +0.1% | +0.98% | 減碼 |
| 28 | C | Citigroup Inc | +0.1% | -2.54% | 加碼 |
| 29 | VRT | Vertiv Holdings Co-a | +0.1% | -6.29% | 加碼 |
| 30 | BMY | Bristol-myers Squibb Co | +0.1% | +17.46% | 加碼 |
| 31 | IBM | Intl Business Machines CORP | +0.1% | +10.53% | 加碼 |
| 32 | MRK | Merck & Co. Inc. | +0.1% | +15.28% | 加碼 |
| 33 | DDOG | Datadog Inc - Class A | +0.1% | -2.33% | 減碼 |
| 34 | GE | General Electric | +0.1% | -5.36% | 加碼 |
| 35 | ILMN | Illumina Inc | +0.1% | +6.69% | 減碼 |
| 36 | VZ | Verizon Communications Inc | +0.1% | +114.10% | 加碼 |
| 37 | SHOP | Shopify Inc - Class A | +0.1% | — | 加碼 |
| 38 | KLAC | Kla CORP | 0% | +37.76% | 減碼 |
| 39 | DELL | Dell Technologies -c | 0% | +1.05% | 加碼 |
| 40 | GD | General Dynamics CORP | 0% | +6.69% | 加碼 |
| 41 | XOM | Exxon Mobil CORP | 0% | +56.41% | 加碼 |
| 42 | BTI | British American Tob-sp Adr | 0% | +3.57% | 加碼 |
| 43 | SHG | Shinhan Financial Group-adr | 0% | -0.64% | 減碼 |
| 44 | NVS | Novartis Ag-sponsored Adr | 0% | +5.21% | 加碼 |
| 45 | WF | Woori Financial-spon Adr | 0% | +2.45% | 加碼 |
| 46 | BCS | Barclays Plc-spons Adr | 0% | -1.83% | 加碼 |
| 47 | MS | Morgan Stanley | 0% | -11.30% | 加碼 |
| 48 | PNC | Pnc Financial Services Group | 0% | -0.11% | 加碼 |
| 49 | DINO | Hf Sinclair CORP | 0% | — | 減碼 |
| 50 | LYFT | Lyft Inc-a | 0% | +10.00% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ariadne Wealth Management, LP 在 Q3 2025 季度的美股持倉總市值約為 US$2.3億，共申報了 245 個公開持股部位。
在 Q3 2025 季度，Ariadne Wealth Management, LP 按市值排列的前三大核心持股分別為：SLV (4.6%)、DFUV (3.3%)、AVUS (3.0%)。其中最大持股部位 SLV 佔據整體投資組合約 4.6% 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
INTC
市值: US$61.5萬
本季最大獲利了結 / 清倉標的
OBDC
前期市值: US$155.0萬
在 Q3 2025 季度中，Ariadne Wealth Management, LP 共進行了 189 項持倉異動，包含新建倉 56 個部位、加碼 51 個部位、減碼 61 個部位以及清倉 21 個部位。 其中最大新建倉標的為 INTC。 本季清倉部位包含 OBDC。
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。