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: 0001021258
申報總市值
US$15.3億
US$15.3億
242 檔
30.1%
在 Q4 2025 的 13F 官方備案中，Baldwin Wealth Partners Llc/ma 管理的美股投資組合規模來到 US$15.3億，整體持股檔數為 242 檔。
從 Q4 2025 申報觀察，Baldwin Wealth Partners Llc/ma 採取防禦導向的調倉策略，本季減碼 27 檔個股並出清 2 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 GOOGL, AAPL, NVDA）累計市值佔比達 30.1%，是驅動 Baldwin Wealth Partners Llc/ma 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 242 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.93% | +0.61% | -1.83% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.57% | +0.17% | -2.79% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.69% | +0.80% | +8.93% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.18% | -0.39% | -0.38% | |
| 5 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 5.04% | -0.60% | +3.83% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.98% | +0.14% | -0.68% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.24% | -0.32% | +3.84% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.69% | +0.03% | -1.38% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 2.38% | +1.55% | -17.62% | |
| 10 | BX | Blackstone Inc | 股票-金融 | 2.30% | -0.12% | -0.32% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.05% | -0.29% | -1.43% | |
| 12 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.03% | -0.65% | +11.57% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.97% | +0.03% | +3.49% | |
| 14 | URI | United Rentals Inc | 股票-工業 | 1.87% | +0.18% | +1.08% | |
| 15 | WM | Waste Management Inc | 股票-工業 | 1.86% | -0.27% | -1.66% | |
| 16 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 1.78% | -0.07% | +1.47% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.59% | +0.05% | -0.33% | |
| 18 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.53% | -0.40% | -0.47% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.47% | -0.26% | -0.63% | |
| 20 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.26% | -0.05% | -1.12% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 1.17% | +0.12% | -1.17% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.15% | +0.08% | +5.51% | |
| 23 | DHR | Danaher CORP | 股票-醫療保健 | 1.14% | -0.14% | -1.80% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 1.10% | +0.48% | — | |
| 25 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.04% | -0.20% | -0.55% | |
| 26 | ACN | Accenture plc | 股票-科技 | 1.03% | -0.02% | EXIT | |
| 27 | GRMN | Garmin Ltd. | 股票-科技 | 1.02% | -0.08% | -2.29% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -0.44% | -1.86% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 0.96% | +0.47% | +0.61% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.96% | -0.10% | +7.38% | |
| 31 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.95% | — | -1.43% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | -0.08% | -0.98% | |
| 33 | INTU | Intuit Inc | 股票-科技 | 0.82% | -0.54% | +2166.20% | |
| 34 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.79% | — | +2.05% | |
| 35 | REG | Regency Centers CORP | 股票-房地產 | 0.70% | -0.03% | -0.21% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.31% | +0.18% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.67% | -0.06% | +2.32% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.67% | +0.01% | -4.73% | |
| 39 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.65% | -0.12% | -2.58% | |
| 40 | PWR | Quanta Services Inc | 股票-工業 | 0.64% | +0.17% | +6.17% | |
| 41 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.61% | -0.14% | -2.20% | |
| 42 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.61% | -0.10% | -5.72% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.03% | -0.02% | |
| 44 | AXSM | Axsome Therapeutics Inc | 股票-醫療保健 | 0.57% | +0.19% | — | |
| 45 | PTC | Ptc Inc | 股票-科技 | 0.57% | -0.17% | -25.02% | |
| 46 | WAT | Waters CORP | 股票-醫療保健 | 0.55% | +0.03% | -2.28% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | +0.02% | +1.39% | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.50% | -0.06% | -1.70% | |
| 49 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.47% | -0.06% | -0.55% | |
| 50 | DOV | Dover CORP | 股票-工業 | 0.46% | -0.02% | -0.34% |
| # | 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 | +1.4% | -1.83% | 減碼 |
| 2 | INTU | Intuit Inc | +0.8% | +2166.20% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.4% | +8.93% | 加碼 |
| 4 | GLD | Spdr Gold Shares | +0.4% | +11.57% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +5.51% | 加碼 |
| 6 | GBIL | Goldman Sachs Access Treasur | +0.3% | +332.99% | 加碼 |
| 7 | AXSM | Axsome Therapeutics Inc | +0.2% | — | 不變 |
| 8 | MAR | Marriott International -cl A | +0.1% | -1.43% | 減碼 |
| 9 | AAPL | Apple Inc | +0.1% | -2.79% | 減碼 |
| 10 | AMZN | Amazon.com Inc | +0.1% | -0.68% | 減碼 |
| 11 | IAU | Ishares Gold Trust | +0.1% | -0.47% | 減碼 |
| 12 | DHR | Danaher CORP | +0.1% | -1.80% | 減碼 |
| 13 | JBND | Jpmorgan Active Bond ETF | +0.1% | +3.83% | 加碼 |
| 14 | WAT | Waters CORP | +0.1% | -2.28% | 減碼 |
| 15 | ASML | ASML Holding N.V. | +0.1% | — | 不變 |
| 16 | ADI | Analog Devices Inc | +0.1% | -1.17% | 減碼 |
| 17 | ULTA | Ulta Beauty Inc | +0.1% | -0.55% | 減碼 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +3.49% | 加碼 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -0.98% | 減碼 |
| 20 | SLV | Ishares Silver Trust | +0.1% | +101.09% | 加碼 |
| 21 | NEE | Nextera Energy Inc | +0.1% | -0.63% | 減碼 |
| 22 | DOV | Dover CORP | +0.1% | -0.34% | 減碼 |
| 23 | GDX | Vaneck Gold Miners ETF | +0.1% | +46.95% | 加碼 |
| 24 | VGIT | Vanguard Intermediate-term T | +0.1% | +7.38% | 加碼 |
| 25 | SPGI | S&p Global Inc | +0.1% | +2.32% | 加碼 |
| 26 | NVCT | Nuvectis Pharma Inc | +0.1% | +11.18% | 加碼 |
| 27 | IBM | Intl Business Machines CORP | 0% | -0.33% | 減碼 |
| 28 | TIP | Ishares Tips Bond ETF | 0% | +3.84% | 加碼 |
| 29 | ROP | Roper Technologies Inc | -0.1% | -21.67% | 減碼 |
| 30 | ITW | Illinois Tool Works | -0.1% | -5.68% | 減碼 |
| 31 | OTIS | Otis Worldwide CORP | -0.1% | -5.72% | 減碼 |
| 32 | AZO | Autozone Inc | -0.2% | -7.41% | 減碼 |
| 33 | VEEV | Veeva Systems Inc-class A | -0.2% | -14.10% | 減碼 |
| 34 | COST | Costco Wholesale CORP | -0.2% | -1.43% | 減碼 |
| 35 | KLAC | Kla CORP | -0.2% | -17.62% | 減碼 |
| 36 | GRMN | Garmin Ltd. | -0.3% | -2.29% | 減碼 |
| 37 | AJG | Arthur J Gallagher & Co | -0.3% | -1.12% | 減碼 |
| 38 | BX | Blackstone Inc | -0.3% | -0.32% | 減碼 |
| 39 | PTC | Ptc Inc | -0.3% | -25.02% | 減碼 |
| 40 | URI | United Rentals Inc | -0.4% | +1.08% | 加碼 |
| 41 | FISV | Fiserv Inc | -0.4% | -23.27% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.5% | -0.38% | 減碼 |
| 43 | ADBE | Adobe Inc | -0.8% | -81.03% | 減碼 |
| 44 | ZTS | Zoetis Inc | — | EXIT | 清倉 |
| 45 | AKRE | Akre Focus ETF | — | NEW | 新建倉 |
| 46 | COO | Cooper Cos Inc/the | — | EXIT | 清倉 |
| 47 | LINE | Lineage Inc | — | NEW | 新建倉 |
| 48 | NU | Nu Holdings Ltd. | — | NEW | 新建倉 |
| 49 | TTAN | Servicetitan Inc-a | — | NEW | 新建倉 |
| 50 | ETN | Eaton Corporation plc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Baldwin Wealth Partners Llc/ma 在 Q4 2025 季度的美股持倉總市值約為 US$15.3億，共申報了 242 個公開持股部位。
在 Q4 2025 季度，Baldwin Wealth Partners Llc/ma 按市值排列的前三大核心持股分別為：GOOGL (6.9%)、AAPL (6.6%)、NVDA (5.7%)。其中最大持股部位 GOOGL 佔據整體投資組合約 6.9% 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
AKRE
市值: US$224.9萬
本季最大獲利了結 / 清倉標的
ZTS
前期市值: US$1097.7萬
在 Q4 2025 季度中，Baldwin Wealth Partners Llc/ma 共進行了 48 項持倉異動，包含新建倉 5 個部位、加碼 14 個部位、減碼 27 個部位以及清倉 2 個部位。 其中最大新建倉標的為 AKRE。 本季清倉部位包含 ZTS。
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。