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: 0001546865
申報總市值
US$10.0億
US$10.0億
183 檔
23.6%
在 Q4 2025 的 13F 官方備案中，Ascent Wealth Partners, LLC 管理的美股投資組合規模來到 US$10.0億，整體持股檔數為 183 檔。
觀察 Q4 2025 的資金脈絡，Ascent Wealth Partners, LLC 在獲利結算 5 檔個股的同時，將資本重新部署至 7 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Ascent Wealth Partners, LLC 的前 5 大核心持股（包含 IWF, QQQ, AAPL 等）合計佔整體申報市值的 23.6%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.54% | +0.10% | -2.22% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.65% | +0.90% | -0.96% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.70% | +0.16% | -1.63% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.47% | +0.05% | +1.09% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.79% | — | -0.79% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | +0.15% | +0.45% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.25% | +0.09% | +2.11% | |
| 8 | IQLT | Ishares Msci International Q | ETF-其他 | 2.20% | -0.07% | +1.48% | |
| 9 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.92% | -0.50% | +0.32% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | -0.05% | -1.14% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.58% | -0.33% | -1.52% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.55% | -0.09% | +30.71% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.54% | +0.10% | -1.70% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.48% | -1.13% | -1.52% | |
| 15 | AMAT | Applied Materials Inc | 股票-科技 | 1.41% | +1.60% | -1.52% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | -0.02% | +0.43% | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.33% | -0.15% | -1.67% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 1.32% | -0.19% | -0.94% | |
| 19 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 1.27% | -0.87% | -2.98% | |
| 20 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.27% | -0.10% | -1.16% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.22% | +0.01% | +1.00% | |
| 22 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 1.21% | -0.22% | -0.75% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 1.19% | -0.16% | -3.54% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.15% | +0.13% | -0.73% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | -0.01% | -0.78% | |
| 26 | CMI | Cummins Inc | 股票-工業 | 1.07% | +0.17% | -0.43% | |
| 27 | ACN | Accenture plc | 股票-科技 | 1.06% | -0.03% | -2.04% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 1.06% | -0.09% | +18.86% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 1.03% | -0.05% | -1.26% | |
| 30 | CAT | Caterpillar Inc | 股票-工業 | 1.02% | +0.43% | -3.07% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.01% | -0.93% | EXIT | |
| 32 | AXON | Axon Enterprise Inc | 股票-工業 | 0.97% | +0.16% | +1.94% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | +0.06% | +2.24% | |
| 34 | MSCI | Msci Inc | 股票-金融 | 0.86% | — | -2.46% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.86% | -0.07% | -0.80% | |
| 36 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.86% | +0.67% | +1.32% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.82% | +0.04% | -1.94% | |
| 38 | WM | Waste Management Inc | 股票-工業 | 0.79% | -0.13% | -1.47% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.77% | +0.15% | +1.05% | |
| 40 | ITW | Illinois Tool Works | 股票-工業 | 0.76% | -0.07% | -1.73% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.76% | -0.01% | +7.89% | |
| 42 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.73% | +0.04% | +0.77% | |
| 43 | GEV | GE Vernova Inc | 股票-工業 | 0.71% | +0.21% | -2.83% | |
| 44 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.70% | -0.02% | -4.78% | |
| 45 | ROP | Roper Technologies Inc | 股票-科技 | 0.68% | -0.01% | -5.86% | |
| 46 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.67% | -0.10% | -4.67% | |
| 47 | PWR | Quanta Services Inc | 股票-工業 | 0.67% | +0.14% | -1.54% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.66% | -0.03% | -0.14% | |
| 49 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.66% | -0.12% | -3.29% | |
| 50 | BX | Blackstone Inc | 股票-金融 | 0.66% | — | -28.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.79% | 減碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +30.71% | 加碼 |
| 3 | LLY | Eli Lilly & Co | +0.3% | +0.49% | 加碼 |
| 4 | AMAT | Applied Materials Inc | +0.3% | -1.52% | 減碼 |
| 5 | AMGN | Amgen Inc | +0.2% | +50.82% | 加碼 |
| 6 | AAPL | Apple Inc | +0.2% | -1.63% | 減碼 |
| 7 | GLD | Spdr Gold Shares | +0.2% | +0.32% | 加碼 |
| 8 | CMI | Cummins Inc | +0.2% | -0.43% | 減碼 |
| 9 | MA | Mastercard Inc - A | +0.2% | +18.86% | 加碼 |
| 10 | ICE | Intercontinental Exchange In | +0.2% | +40.09% | 加碼 |
| 11 | CAT | Caterpillar Inc | +0.1% | -3.07% | 減碼 |
| 12 | MCO | Moody's CORP | +0.1% | +32.31% | 加碼 |
| 13 | RTX | Rtx CORP | +0.1% | -0.94% | 減碼 |
| 14 | PNOV | Innovator U.s. Equity Power | +0.1% | +99.57% | 加碼 |
| 15 | WMT | Walmart Inc | +0.1% | -1.52% | 減碼 |
| 16 | IQLT | Ishares Msci International Q | +0.1% | +1.48% | 加碼 |
| 17 | MDY | State Street Spdr S&p Midcap | +0.1% | +1.09% | 加碼 |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | +0.77% | 加碼 |
| 19 | AMZN | Amazon.com Inc | +0.1% | +1.00% | 加碼 |
| 20 | IWV | Ishares Russell 3000 ETF | +0.1% | +7.89% | 加碼 |
| 21 | ACN | Accenture plc | +0.1% | -2.04% | 減碼 |
| 22 | CAH | Cardinal Health Inc | +0.1% | -2.55% | 減碼 |
| 23 | KLAC | Kla CORP | +0.1% | +1.09% | 加碼 |
| 24 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +2.11% | 加碼 |
| 25 | AVGO | Broadcom Inc | +0.1% | +2.24% | 加碼 |
| 26 | POCT | Innovator U.s. Equity Power | +0.1% | +97.61% | 加碼 |
| 27 | ROK | Rockwell Automation Inc | +0.1% | -2.19% | 減碼 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.96% | 減碼 |
| 29 | PFE | Pfizer Inc | 0% | +27.08% | 加碼 |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +0.11% | 加碼 |
| 31 | MRK | Merck & Co. Inc. | 0% | -1.67% | 減碼 |
| 32 | FICO | Fair Isaac CORP | 0% | +2.73% | 加碼 |
| 33 | QCOM | Qualcomm Inc | 0% | +1.05% | 加碼 |
| 34 | SHOP | Shopify Inc - Class A | 0% | +0.55% | 加碼 |
| 35 | CRM | Salesforce Inc | 0% | -0.19% | 減碼 |
| 36 | PH | Parker Hannifin CORP | 0% | — | 不變 |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | -0.14% | 減碼 |
| 38 | PDEC | Innovator U.s. Equity Power | 0% | +14.53% | 加碼 |
| 39 | NFLX | Netflix Inc | 0% | +1258.16% | 加碼 |
| 40 | GEV | GE Vernova Inc | 0% | -2.83% | 減碼 |
| 41 | IVE | Ishares S&p 500 Value ETF | 0% | +1.20% | 加碼 |
| 42 | RKLB | Rocket Lab CORP | 0% | +25.33% | 加碼 |
| 43 | NVS | Novartis Ag-sponsored Adr | 0% | +0.12% | 加碼 |
| 44 | V | Visa Inc-class A Shares | 0% | -0.78% | 減碼 |
| 45 | BNY | Bank Of New York Mellon CORP | 0% | -0.31% | 減碼 |
| 46 | VTR | Ventas Inc | 0% | -1.65% | 減碼 |
| 47 | JPM | Jpmorgan Chase & Co | 0% | -1.14% | 減碼 |
| 48 | TJX | Tjx Companies Inc | 0% | -3.29% | 減碼 |
| 49 | SCHW | Schwab (charles) CORP | 0% | +0.17% | 加碼 |
| 50 | PAUG | Innovator U.s. Equity Power | 0% | -0.75% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ascent Wealth Partners, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$10.0億，共申報了 183 個公開持股部位。
在 Q4 2025 季度，Ascent Wealth Partners, LLC 按市值排列的前三大核心持股分別為：IWF (8.5%)、QQQ (6.7%)、AAPL (4.7%)。其中最大持股部位 IWF 佔據整體投資組合約 8.5% 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
MDB
市值: US$30.8萬
本季最大獲利了結 / 清倉標的
WY
前期市值: US$322.1萬
在 Q4 2025 季度中，Ascent Wealth Partners, LLC 共進行了 165 項持倉異動，包含新建倉 7 個部位、加碼 70 個部位、減碼 83 個部位以及清倉 5 個部位。 其中最大新建倉標的為 MDB。 本季清倉部位包含 WY。
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。