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: 0001964106
申報總市值
US$7.0億
US$7.0億
107 檔
11.5%
在 Q3 2025 申報期間，Atlas Wealth LLC（CIK: 0001964106）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$7.0億，共持有 107 個公開申報部位。
觀察 Q3 2025 的資金脈絡，Atlas Wealth LLC 在獲利結算 16 檔個股的同時，將資本重新部署至 26 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，Atlas Wealth LLC 的前 5 大核心持股（包含 AAPL, USB F PERP B*, MSFT 等）合計佔整體申報市值的 11.5%，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 | AAPL | Apple Inc | 股票-科技 | 6.72% | -2.77% | -1.28% | |
| 2 | USB F PERP B*債券 | US Bancorp | 債券 | 6.67% | -4.01% | -0.70% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.86% | -1.64% | -0.60% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 4.05% | -1.83% | -0.44% | |
| 5 | BAC F PERP 02債券 | Bank Of America CORP | 債券 | 3.83% | -2.06% | +0.77% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.60% | -1.28% | +12.64% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.58% | -1.59% | -1.30% | |
| 8 | AIRR | First Trust Rba American Ind | ETF-其他 | 3.10% | -1.54% | -0.11% | |
| 9 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 2.91% | -2.34% | +2478.33% | |
| 10 | COF 4.375 PERP L債券 | Capital One Financial Co | 債券 | 2.71% | -1.56% | +8.28% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.71% | -1.05% | -3.38% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 2.69% | -1.17% | +87.17% | |
| 13 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 2.50% | -1.30% | +106.87% | |
| 14 | SLM V0 PERP B債券 | Slm CORP | 債券 | 2.31% | -1.22% | +26.71% | |
| 15 | GS F PERP A債券 | Goldman Sachs Group Inc | 債券 | 2.26% | -0.90% | -0.48% | |
| 16 | FTCS | First Trust Capital Strength | ETF-其他 | 1.91% | -0.92% | +7.88% | |
| 17 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 1.86% | -0.61% | +0.42% | |
| 18 | RF 4.45 PERP E債券 | Regions Financial CORP | 債券 | 1.81% | -0.86% | +40.15% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.62% | -0.65% | -7.42% | |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.58% | -1.17% | -6.23% | |
| 21 | GS F PERP D債券 | Goldman Sachs Group Inc | 債券 | 1.57% | -0.89% | +2.41% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.56% | -0.47% | -70.56% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.54% | -0.55% | -3.52% | |
| 24 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.48% | -0.75% | +32.14% | |
| 25 | JHSC | John Hancock Multi Small Cap | ETF-中小型股 | 1.39% | -0.62% | — | |
| 26 | MS F PERP +A債券 | Morgan Stanley | 債券 | 1.32% | -0.53% | -1.42% | |
| 27 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 1.25% | -0.57% | +0.29% | |
| 28 | BAC F PERP 01債券 | Bank Of America CORP | 債券 | 1.23% | -0.54% | -0.83% | |
| 29 | RFMZ | Rivernorth Flex Muni Ii | 股票-其他 | 1.13% | -0.37% | +10.87% | |
| 30 | TUSI | Touchstone Ultra Short Incom | ETF-其他 | 1.09% | -0.56% | +328.33% | |
| 31 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 1.07% | -0.51% | +13.26% | |
| 32 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 1.02% | -0.50% | — | |
| 33 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.01% | -0.45% | -0.61% | |
| 34 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.00% | -0.60% | -1.13% | |
| 35 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.86% | -0.41% | +2.83% | |
| 36 | AGQI | First Tr Act Glbl Qlty Inc | ETF-其他 | 0.84% | -0.39% | -1.23% | |
| 37 | FEGE | First Eagle Gl Equity ETF | ETF-其他 | 0.83% | -0.34% | +51.61% | |
| 38 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-其他 | 0.82% | -0.39% | +43.18% | |
| 39 | DINT | Davis Select International | ETF-其他 | 0.78% | -0.43% | +41.32% | |
| 40 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.78% | -0.35% | +10.17% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | -0.28% | -8.21% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.71% | -0.26% | -0.82% | |
| 43 | FEOE | First Eagle Overseas Eq ETF | ETF-其他 | 0.70% | -0.39% | +51.94% | |
| 44 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.64% | -0.31% | -1.21% | |
| 45 | RJF | Raymond James Financial Inc | 股票-金融 | 0.54% | -0.20% | -0.32% | |
| 46 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.48% | -0.30% | — | |
| 47 | EVMO | Eaton Vance Mortgage Opp ETF | ETF-其他 | 0.48% | -0.23% | — | |
| 48 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 0.44% | -0.19% | — | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.43% | -0.12% | — | |
| 50 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.40% | -0.24% | +0.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +2.2% | +87.17% | 加碼 |
| 2 | TCAF | T Rowe Prc Cap Appreciation | +1% | +32.14% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.6% | -0.60% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -1.30% | 減碼 |
| 5 | FEOE | First Eagle Overseas Eq ETF | +0.6% | +51.94% | 加碼 |
| 6 | AIRR | First Trust Rba American Ind | +0.5% | -0.11% | 加碼 |
| 7 | RF 4.45 PERP E債券 | Regions Financial CORP | +0.4% | +40.15% | 加碼 |
| 8 | DINT | Davis Select International | +0.4% | +41.32% | 加碼 |
| 9 | RFMZ | Rivernorth Flex Muni Ii | +0.4% | +10.87% | 加碼 |
| 10 | SLM V0 PERP B債券 | Slm CORP | +0.4% | +26.71% | 加碼 |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +12.64% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.2% | -8.21% | 減碼 |
| 13 | TBUX | T Rowe Price Ultra Short-ter | +0.2% | +90.28% | 加碼 |
| 14 | FTCS | First Trust Capital Strength | +0.1% | +7.88% | 加碼 |
| 15 | ORCL | Oracle CORP | +0.1% | -6.33% | 減碼 |
| 16 | AVSC | Avantis US Small Cap Equity | +0.1% | +0.05% | 加碼 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -3.38% | 減碼 |
| 18 | GE | General Electric | +0.1% | +0.55% | 加碼 |
| 19 | TSLA | Tesla Inc | +0.1% | -3.62% | 減碼 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.02% | 減碼 |
| 21 | COF 4.375 PERP L債券 | Capital One Financial Co | 0% | +8.28% | 加碼 |
| 22 | GLW | Corning Inc | 0% | — | 不變 |
| 23 | EMR | Emerson Electric Co | 0% | — | 加碼 |
| 24 | RDVI | Ft Vest Rising Dividend Achi | 0% | +13.26% | 加碼 |
| 25 | META | Meta Platforms Inc-class A | 0% | -0.82% | 減碼 |
| 26 | SYF | Synchrony Financial | 0% | -0.73% | 減碼 |
| 27 | RJF | Raymond James Financial Inc | 0% | -0.32% | 減碼 |
| 28 | AVEM | Avantis Emerging Markets Eq | 0% | — | 不變 |
| 29 | AVDV | Avantis Intl S/c Value ETF | 0% | — | 不變 |
| 30 | WMT | Walmart Inc | — | — | 不變 |
| 31 | DIVO | Amplify Cwp Enhan Divid ETF | — | — | 加碼 |
| 32 | GNW | Genworth Financial Inc | — | — | 不變 |
| 33 | PVCT | Provectus Biopharmaceutica-a | — | — | 不變 |
| 34 | PNC | Pnc Financial Services Group | 0% | — | 不變 |
| 35 | FLR | Fluor CORP | 0% | — | 不變 |
| 36 | AVUV | Avantis US Small Cap Value | 0% | — | 不變 |
| 37 | NOC | Northrop Grumman CORP | 0% | — | 不變 |
| 38 | JNJ | Johnson & Johnson | 0% | — | 不變 |
| 39 | MOTI | Vaneck Mstar Int Moat ETF | 0% | — | 不變 |
| 40 | HD | Home Depot Inc | 0% | -2.22% | 減碼 |
| 41 | AEP | American Electric Power | 0% | — | 不變 |
| 42 | RDVY | First Trust Rising Dividend | 0% | +10.17% | 加碼 |
| 43 | GS F PERP C債券 | Goldman Sachs Group Inc | 0% | +9.24% | 加碼 |
| 44 | KR | Kroger Co | 0% | — | 不變 |
| 45 | SJM | Jm Smucker Co/the | 0% | — | 不變 |
| 46 | DFAS | Dimensional US Small Cap ETF | 0% | -5.20% | 減碼 |
| 47 | T | At&t Inc | 0% | — | 不變 |
| 48 | CSCO | Cisco Systems Inc | 0% | — | 不變 |
| 49 | NXDT 5.5 PERP A債券 | Nexpoint Div Real Esta | 0% | +3.63% | 加碼 |
| 50 | QCOM | Qualcomm Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Atlas Wealth LLC 在 Q3 2025 季度的美股持倉總市值約為 US$7.0億，共申報了 107 個公開持股部位。
在 Q3 2025 季度，Atlas Wealth LLC 按市值排列的前三大核心持股分別為：AAPL (6.7%)、USB F PERP B* (6.7%)、MSFT (4.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.7% 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
VFLO
市值: US$900.6萬
本季最大獲利了結 / 清倉標的
DEUS
前期市值: US$137.4萬
在 Q3 2025 季度中，Atlas Wealth LLC 共進行了 103 項持倉異動，包含新建倉 26 個部位、加碼 27 個部位、減碼 34 個部位以及清倉 16 個部位。 其中最大新建倉標的為 VFLO。 本季清倉部位包含 DEUS。
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。