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
104 檔
36.0%
根據最新整理的 13F 季度數據集，Basepoint Wealth LLC 於 Q2 2025 結束時的管理資產規模為 US$1.7億。該機構在本季度申報了 104 檔美股持倉，呈現出該時期的主要投資地圖。
Basepoint Wealth LLC 在 Q2 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 30 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, DE）占據了總市值的 36.0%，展現出該機構在 Q2 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 | 21.52% | -3.36% | -5.04% | |
| 2 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 15.75% | -4.25% | -1.40% | |
| 3 | DE | Deere & Co | 股票-工業 | 4.59% | +0.46% | -0.58% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.93% | +0.03% | -2.97% | |
| 5 | PEO | Adams Natural Resources Fund | 股票-其他 | 2.89% | -0.35% | -7.07% | |
| 6 | INGR | Ingredion Inc | 股票-非循環性消費 | 2.36% | -0.11% | -1.65% | |
| 7 | TPR | Tapestry Inc | 股票-循環性消費 | 1.97% | -0.46% | -4.94% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.94% | +0.29% | -3.59% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.86% | +0.26% | +1.27% | |
| 10 | GD | General Dynamics CORP | 股票-工業 | 1.74% | -0.02% | -0.40% | |
| 11 | MMM | 3m Co | 股票-工業 | 1.50% | — | -26.83% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | +0.17% | +4.14% | |
| 13 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.23% | -0.16% | +0.58% | |
| 14 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 1.15% | -0.03% | -9.56% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.12% | +0.10% | +0.11% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.06% | +0.13% | -0.26% | |
| 17 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.99% | +0.06% | +2.91% | |
| 18 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.92% | +0.02% | +8.06% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.87% | +0.08% | +0.26% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 0.84% | -0.01% | -8.00% | |
| 21 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.82% | +0.01% | +6.23% | |
| 22 | ZM | Zoom Communications Inc | 股票-科技 | 0.82% | +0.23% | -10.63% | |
| 23 | SMG | Scotts Miracle-gro Co | 股票-原物料 | 0.79% | -0.10% | -10.25% | |
| 24 | 0VVB | Paramount Global-class B | 股票-其他 | 0.74% | — | -23.11% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.72% | +0.04% | +38.35% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.70% | +0.01% | -1.36% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.67% | -0.11% | -0.21% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | +0.16% | +26.25% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | -0.01% | -2.67% | |
| 30 | MCK | Mckesson CORP | 股票-醫療保健 | 0.63% | -0.07% | — | |
| 31 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.62% | +0.04% | -12.62% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | -0.07% | +0.76% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | -5.85% | |
| 34 | PFG | Principal Financial Group | 股票-金融 | 0.58% | +0.09% | -0.91% | |
| 35 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.57% | +0.10% | +5.03% | |
| 36 | COP | Conocophillips | 股票-能源 | 0.55% | -0.13% | -6.19% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.53% | +0.04% | +0.60% | |
| 38 | WTBA | West Bancorporation | 股票-其他 | 0.53% | +0.05% | +1.24% | |
| 39 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.52% | +0.05% | +2.78% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | -0.09% | -9.43% | |
| 41 | NTR | Nutrien LTD | 股票-原物料 | 0.49% | -0.03% | -17.80% | |
| 42 | PSX | Phillips 66 | 股票-能源 | 0.49% | -0.05% | -2.04% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | -0.58% | EXIT | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.46% | +0.02% | +1.24% | |
| 45 | EMN | Eastman Chemical Co | 股票-原物料 | 0.46% | -0.04% | -8.09% | |
| 46 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 0.45% | — | -7.12% | |
| 47 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.45% | +0.01% | +29.39% | |
| 48 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.44% | — | -37.96% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.41% | +0.06% | +15.49% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.41% | -0.04% | +3.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +1.27% | 加碼 |
| 2 | PSLV | Sprott Physical Silver Trust | +0.4% | -1.40% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.4% | +4.14% | 加碼 |
| 4 | TPR | Tapestry Inc | +0.3% | -4.94% | 減碼 |
| 5 | DE | Deere & Co | +0.3% | -0.58% | 減碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +26.25% | 加碼 |
| 7 | PG | Procter & Gamble Co/the | +0.2% | +38.35% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +29.39% | 加碼 |
| 9 | AMP | Ameriprise Financial Inc | +0.1% | +8.06% | 加碼 |
| 10 | ATI | Ati Inc | +0.1% | -0.90% | 減碼 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | -2.67% | 減碼 |
| 12 | AXP | American Express Co | +0.1% | -1.36% | 減碼 |
| 13 | GE | General Electric | +0.1% | +2.00% | 加碼 |
| 14 | GD | General Dynamics CORP | +0.1% | -0.40% | 減碼 |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +0.11% | 加碼 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -12.62% | 減碼 |
| 17 | BNY | Bank Of New York Mellon CORP | +0.1% | +5.03% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +0.76% | 加碼 |
| 19 | QCOM | Qualcomm Inc | +0.1% | +15.49% | 加碼 |
| 20 | MELI | Mercadolibre Inc | +0.1% | — | 不變 |
| 21 | CAT | Caterpillar Inc | +0.1% | -0.07% | 減碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -5.85% | 減碼 |
| 23 | IPG | Interpublic Group Of Cos Inc | -0.1% | -7.12% | 減碼 |
| 24 | JLL | Jones Lang Lasalle Inc | -0.1% | -9.56% | 減碼 |
| 25 | HN9 | Hanesbrands Inc | -0.1% | -3.11% | 減碼 |
| 26 | CMI | Cummins Inc | -0.1% | -32.85% | 減碼 |
| 27 | COP | Conocophillips | -0.1% | -6.19% | 減碼 |
| 28 | EMN | Eastman Chemical Co | -0.1% | -8.09% | 減碼 |
| 29 | ABBV | Abbvie Inc | -0.2% | -0.26% | 減碼 |
| 30 | 0VVB | Paramount Global-class B | -0.2% | -23.11% | 減碼 |
| 31 | PEP | Pepsico Inc | -0.2% | +0.58% | 加碼 |
| 32 | WSM | Williams-sonoma Inc | -0.3% | -37.96% | 減碼 |
| 33 | AAPL | Apple Inc | -0.3% | -3.59% | 減碼 |
| 34 | PEO | Adams Natural Resources Fund | -0.5% | -7.07% | 減碼 |
| 35 | MMM | 3m Co | -0.5% | -26.83% | 減碼 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -2.97% | 減碼 |
| 37 | LMT | Lockheed Martin CORP | — | NEW | 新建倉 |
| 38 | DVA | Davita Inc | — | EXIT | 清倉 |
| 39 | GEV | GE Vernova Inc | — | NEW | 新建倉 |
| 40 | FISV | Fiserv Inc | — | EXIT | 清倉 |
| 41 | BMY | Bristol-myers Squibb Co | — | EXIT | 清倉 |
| 42 | TSLA | Tesla Inc | — | NEW | 新建倉 |
| 43 | CPB | THE Campbell's Company | — | EXIT | 清倉 |
| 44 | SHOP | Shopify Inc - Class A | — | NEW | 新建倉 |
| 45 | UNH | Unitedhealth Group Inc | — | EXIT | 清倉 |
| 46 | PFE | Pfizer Inc | — | NEW | 新建倉 |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | — | NEW | 新建倉 |
| 48 | SLB | Slb LTD | — | EXIT | 清倉 |
| 49 | CSX | Csx CORP | — | NEW | 新建倉 |
| 50 | V | Visa Inc-class A Shares | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Basepoint Wealth LLC 在 Q2 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 104 個公開持股部位。
在 Q2 2025 季度，Basepoint Wealth LLC 按市值排列的前三大核心持股分別為：PHYS (21.5%)、PSLV (15.8%)、DE (4.6%)。其中最大持股部位 PHYS 佔據整體投資組合約 21.5% 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
LMT
市值: US$28.6萬
本季最大獲利了結 / 清倉標的
DVA
前期市值: US$26.8萬
在 Q2 2025 季度中，Basepoint Wealth LLC 共進行了 49 項持倉異動，包含新建倉 7 個部位、加碼 12 個部位、減碼 23 個部位以及清倉 7 個部位。 其中最大新建倉標的為 LMT。 本季清倉部位包含 DVA。
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。