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: 0002088236
申報總市值
US$1.7億
US$1.7億
103 檔
36.0%
Q1 2025 季度申報顯示，Basepoint Wealth LLC 揭露的美股組合總市值為 US$1.7億，涵蓋 103 個不同之權益投資部位。
Basepoint Wealth LLC 在 Q1 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 34 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 PHYS, PSLV, BRK-B）占據了總市值的 36.0%，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 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 21.77% | -3.36% | -1.45% | |
| 2 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 15.32% | -4.25% | -0.37% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.50% | +0.03% | -3.49% | |
| 4 | DE | Deere & Co | 股票-工業 | 4.31% | +0.46% | -1.81% | |
| 5 | PEO | Adams Natural Resources Fund | 股票-其他 | 3.37% | -0.35% | -5.89% | |
| 6 | INGR | Ingredion Inc | 股票-非循環性消費 | 2.42% | -0.11% | -2.71% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.20% | +0.29% | +0.64% | |
| 8 | MMM | 3m Co | 股票-工業 | 2.01% | — | -22.08% | |
| 9 | TPR | Tapestry Inc | 股票-循環性消費 | 1.68% | -0.46% | -6.73% | |
| 10 | GD | General Dynamics CORP | 股票-工業 | 1.65% | -0.02% | -0.74% | |
| 11 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.40% | -0.16% | -31.24% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | +0.26% | +5.09% | |
| 13 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 1.25% | -0.03% | -9.58% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.21% | +0.13% | +1.48% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | +0.17% | +10.67% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.05% | +0.10% | +0.15% | |
| 17 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.02% | +0.06% | +0.70% | |
| 18 | 0VVB | Paramount Global-class B | 股票-其他 | 0.90% | — | +1.34% | |
| 19 | ZM | Zoom Communications Inc | 股票-科技 | 0.87% | +0.23% | -5.40% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 0.84% | -0.01% | -10.92% | |
| 21 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.83% | +0.01% | -0.45% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.82% | +0.08% | +0.14% | |
| 23 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.78% | +0.02% | +0.24% | |
| 24 | SMG | Scotts Miracle-gro Co | 股票-原物料 | 0.74% | -0.10% | -5.13% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.70% | -0.11% | +0.74% | |
| 26 | COP | Conocophillips | 股票-能源 | 0.69% | -0.13% | -12.89% | |
| 27 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.69% | — | -34.20% | |
| 28 | PFG | Principal Financial Group | 股票-金融 | 0.63% | +0.09% | +0.64% | |
| 29 | AXP | American Express Co | 股票-金融 | 0.60% | +0.01% | -6.33% | |
| 30 | EMN | Eastman Chemical Co | 股票-原物料 | 0.60% | -0.04% | -5.63% | |
| 31 | MCK | Mckesson CORP | 股票-醫療保健 | 0.58% | -0.07% | -8.28% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | +0.04% | +0.48% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.58% | EXIT | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.55% | +0.04% | -27.21% | |
| 35 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 0.55% | — | -2.83% | |
| 36 | WTBA | West Bancorporation | 股票-其他 | 0.54% | +0.05% | +1.13% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.54% | -0.07% | -3.72% | |
| 38 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.54% | +0.05% | +0.65% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | +0.43% | |
| 40 | PSX | Phillips 66 | 股票-能源 | 0.53% | -0.05% | -9.64% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.52% | -0.01% | -20.41% | |
| 42 | HN9 | Hanesbrands Inc | 股票-其他 | 0.52% | — | -2.24% | |
| 43 | NTR | Nutrien LTD | 股票-原物料 | 0.52% | -0.03% | -5.22% | |
| 44 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.50% | +0.10% | -10.56% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | -0.09% | -4.67% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.48% | +0.04% | — | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | +0.16% | +2.80% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.46% | +0.02% | -1.89% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.42% | +0.01% | +0.90% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.39% | -0.04% | +0.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PHYS | Sprott Physical Gold Trust | +2.9% | -1.45% | 減碼 |
| 2 | PSLV | Sprott Physical Silver Trust | +2.3% | -0.37% | 減碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -3.49% | 減碼 |
| 4 | DE | Deere & Co | +0.3% | -1.81% | 減碼 |
| 5 | ABBV | Abbvie Inc | +0.2% | +1.48% | 加碼 |
| 6 | VZ | Verizon Communications Inc | +0.1% | +0.70% | 加碼 |
| 7 | 0VVB | Paramount Global-class B | +0.1% | +1.34% | 加碼 |
| 8 | CVS | Cvs Health CORP | +0.1% | -4.69% | 減碼 |
| 9 | CAT | Caterpillar Inc | +0.1% | +36.55% | 加碼 |
| 10 | INTC | Intel CORP | +0.1% | +6.51% | 加碼 |
| 11 | LNT | Alliant Energy CORP | +0.1% | -0.45% | 減碼 |
| 12 | ABT | Abbott Laboratories | +0.1% | +0.11% | 加碼 |
| 13 | GE | General Electric | +0.1% | +2.30% | 加碼 |
| 14 | PM | Philip Morris International | +0.1% | -2.15% | 減碼 |
| 15 | PFG | Principal Financial Group | +0.1% | +0.64% | 加碼 |
| 16 | XOM | Exxon Mobil CORP | 0% | +0.56% | 加碼 |
| 17 | QCOM | Qualcomm Inc | -0.1% | -14.55% | 減碼 |
| 18 | EMN | Eastman Chemical Co | -0.1% | -5.63% | 減碼 |
| 19 | COP | Conocophillips | -0.1% | -12.89% | 減碼 |
| 20 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -19.16% | 減碼 |
| 21 | SCHG | Schwab US Large-cap Growth | -0.1% | -13.89% | 減碼 |
| 22 | GOOG | Alphabet Inc-cl C | -0.1% | +2.80% | 加碼 |
| 23 | AMP | Ameriprise Financial Inc | -0.1% | +0.24% | 加碼 |
| 24 | DVA | Davita Inc | -0.1% | -34.00% | 減碼 |
| 25 | AXP | American Express Co | -0.1% | -6.33% | 減碼 |
| 26 | IVV | Ishares Core S&p 500 ETF | -0.1% | -35.21% | 減碼 |
| 27 | META | Meta Platforms Inc-class A | -0.2% | -20.41% | 減碼 |
| 28 | INGR | Ingredion Inc | -0.2% | -2.71% | 減碼 |
| 29 | ZM | Zoom Communications Inc | -0.2% | -5.40% | 減碼 |
| 30 | SWKS | Skyworks Solutions Inc | -0.2% | -9.48% | 減碼 |
| 31 | JLL | Jones Lang Lasalle Inc | -0.2% | -9.58% | 減碼 |
| 32 | SMG | Scotts Miracle-gro Co | -0.2% | -5.13% | 減碼 |
| 33 | CMI | Cummins Inc | -0.3% | -31.20% | 減碼 |
| 34 | HN9 | Hanesbrands Inc | -0.3% | -2.24% | 減碼 |
| 35 | NVDA | Nvidia CORP | -0.3% | +5.09% | 加碼 |
| 36 | GS | Goldman Sachs Group Inc | -0.3% | -27.21% | 減碼 |
| 37 | MMM | 3m Co | -0.3% | -22.08% | 減碼 |
| 38 | AAPL | Apple Inc | -0.3% | +0.64% | 加碼 |
| 39 | WMT | Walmart Inc | -0.4% | -48.94% | 減碼 |
| 40 | WSM | Williams-sonoma Inc | -0.6% | -34.20% | 減碼 |
| 41 | PEP | Pepsico Inc | -0.7% | -31.24% | 減碼 |
| 42 | ROK | Rockwell Automation Inc | — | EXIT | 清倉 |
| 43 | BIIB | Biogen Inc | — | EXIT | 清倉 |
| 44 | USB | US Bancorp | — | EXIT | 清倉 |
| 45 | SHOP | Shopify Inc - Class A | — | EXIT | 清倉 |
| 46 | KO | Coca-cola Co/the | — | NEW | 新建倉 |
| 47 | SLB | Slb LTD | — | NEW | 新建倉 |
| 48 | CR | Crane Co | — | EXIT | 清倉 |
| 49 | V | Visa Inc-class A Shares | — | NEW | 新建倉 |
| 50 | TSLA | Tesla Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Basepoint Wealth LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 103 個公開持股部位。
在 Q1 2025 季度，Basepoint Wealth LLC 按市值排列的前三大核心持股分別為：PHYS (21.8%)、PSLV (15.3%)、BRK-B (4.5%)。其中最大持股部位 PHYS 佔據整體投資組合約 21.8% 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
KO
市值: US$20.6萬
本季最大獲利了結 / 清倉標的
ROK
前期市值: US$41.8萬
在 Q1 2025 季度中，Basepoint Wealth LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 13 個部位、減碼 28 個部位以及清倉 6 個部位。 其中最大新建倉標的為 KO。 本季清倉部位包含 ROK。
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。