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。
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CIK: 0002008410
申報總市值
US$3112.2萬
US$3112.2萬
31 檔
47.5%
在 Q3 2025 申報期間，Berry Wealth Group, LP（CIK: 0002008410）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$3112.2萬，共持有 31 個公開申報部位。
數據顯示 Berry Wealth Group, LP 於 Q3 2025 季度持續回收資金，對 30 個既有部位進行裁減並清倉 65 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AVGO, AAPL, MSFT）累計市值佔比達 47.5%，是驅動 Berry Wealth Group, LP 該季度整體投資組合績效表現的核心支柱。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 12.42% | +0.56% | -75.03% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 10.82% | -0.31% | -67.26% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.63% | -0.83% | -72.33% | |
| 4 | ETN | Eaton Corporation plc | 股票-工業 | 8.30% | +0.13% | -64.92% | |
| 5 | MPC | Marathon Petroleum CORP | 股票-能源 | 8.10% | -1.11% | -53.03% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 7.73% | -0.30% | -73.39% | |
| 7 | MSI | Motorola Solutions Inc | 股票-科技 | 6.88% | -1.28% | -71.58% | |
| 8 | CB | Chubb Limited | 股票-金融 | 4.44% | -0.62% | -64.70% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 3.79% | -0.73% | -76.78% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 2.75% | -0.66% | -86.05% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.63% | -0.04% | -63.40% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.36% | +0.02% | -46.31% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.81% | +0.37% | -61.15% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 1.74% | -0.31% | -33.68% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.59% | +0.78% | NEW | |
| 16 | TT | Trane Technologies plc | 股票-工業 | 1.46% | +0.20% | -58.38% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.34% | -0.91% | -67.60% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.06% | -64.53% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.27% | -0.31% | -88.58% | |
| 20 | CME | Cme Group Inc | 股票-金融 | 1.19% | -0.42% | -90.14% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.14% | -0.19% | -91.03% | |
| 22 | TXN | Texas Instruments Inc | 股票-科技 | 1.13% | +0.44% | -49.95% | |
| 23 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.99% | -0.13% | -87.51% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.89% | — | -81.49% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.87% | +0.76% | NEW | |
| 26 | UNP | Union Pacific CORP | 股票-工業 | 0.84% | +0.68% | NEW | |
| 27 | ADI | Analog Devices Inc | 股票-科技 | 0.83% | +0.05% | -89.98% | |
| 28 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.79% | — | -90.98% | |
| 29 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.74% | -0.10% | -76.07% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | — | -91.56% | |
| 31 | NFJ | Virtus Dvd Intrst & Prm Str | 股票-其他 | 0.49% | +0.03% | +2.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +6.4% | -75.03% | 減碼 |
| 2 | MPC | Marathon Petroleum CORP | +5% | -53.03% | 減碼 |
| 3 | ETN | Eaton Corporation plc | +4.2% | -64.92% | 減碼 |
| 4 | AAPL | Apple Inc | +4% | -67.26% | 減碼 |
| 5 | MSFT | Microsoft CORP | +3.3% | -72.33% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +2.3% | -73.39% | 減碼 |
| 7 | NVDA | Nvidia CORP | +1.7% | -63.40% | 減碼 |
| 8 | AMZN | Amazon.com Inc | +1.4% | -46.31% | 減碼 |
| 9 | TSLA | Tesla Inc | +1.4% | -33.68% | 減碼 |
| 10 | MSI | Motorola Solutions Inc | +1.4% | -71.58% | 減碼 |
| 11 | VOO | Vanguard S&p 500 ETF | +1.3% | -1.37% | 減碼 |
| 12 | CB | Chubb Limited | +1.2% | -64.70% | 減碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +1.1% | -61.15% | 減碼 |
| 14 | TT | Trane Technologies plc | +0.8% | -58.38% | 減碼 |
| 15 | ABBV | Abbvie Inc | +0.7% | -91.03% | 減碼 |
| 16 | TXN | Texas Instruments Inc | +0.7% | -49.95% | 減碼 |
| 17 | V | Visa Inc-class A Shares | +0.4% | -64.53% | 減碼 |
| 18 | NFJ | Virtus Dvd Intrst & Prm Str | +0.4% | +2.03% | 加碼 |
| 19 | HD | Home Depot Inc | +0.3% | -76.78% | 減碼 |
| 20 | XOM | Exxon Mobil CORP | +0.3% | -67.60% | 減碼 |
| 21 | TJX | Tjx Companies Inc | +0.2% | -76.07% | 減碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -81.49% | 減碼 |
| 23 | UNP | Union Pacific CORP | -0.5% | -84.30% | 減碼 |
| 24 | JNJ | Johnson & Johnson | -0.8% | -91.56% | 減碼 |
| 25 | ADI | Analog Devices Inc | -0.9% | -89.98% | 減碼 |
| 26 | APD | Air Products & Chemicals Inc | -1.1% | -87.51% | 減碼 |
| 27 | JNJ | Johnson & Johnson | -1.1% | -88.58% | 減碼 |
| 28 | WMT | Walmart Inc | -1.3% | -86.05% | 減碼 |
| 29 | UNH | Unitedhealth Group Inc | -1.4% | -85.02% | 減碼 |
| 30 | DRI | Darden Restaurants Inc | -1.5% | -90.98% | 減碼 |
| 31 | CME | Cme Group Inc | -1.6% | -90.14% | 減碼 |
| 32 | MRK | Merck & Co. Inc. | — | EXIT | 清倉 |
| 33 | O | Realty Income CORP | — | EXIT | 清倉 |
| 34 | MDT | Medtronic plc | — | EXIT | 清倉 |
| 35 | VZ | Verizon Communications Inc | — | EXIT | 清倉 |
| 36 | CMCSA | Comcast Corp-class A | — | EXIT | 清倉 |
| 37 | FIS | Fidelity National Info Serv | — | EXIT | 清倉 |
| 38 | CMI | Cummins Inc | — | EXIT | 清倉 |
| 39 | PEG | Public Service Enterprise Gp | — | EXIT | 清倉 |
| 40 | BBY | Best Buy Co Inc | — | EXIT | 清倉 |
| 41 | NEE | Nextera Energy Inc | — | EXIT | 清倉 |
| 42 | PG | Procter & Gamble Co/the | — | EXIT | 清倉 |
| 43 | CRM | Salesforce Inc | — | EXIT | 清倉 |
| 44 | FISV | Fiserv Inc | — | EXIT | 清倉 |
| 45 | MCD | Mcdonald's CORP | — | EXIT | 清倉 |
| 46 | IBM | Intl Business Machines CORP | — | EXIT | 清倉 |
| 47 | SPGI | S&p Global Inc | — | EXIT | 清倉 |
| 48 | AMD | Advanced Micro Devices | — | EXIT | 清倉 |
| 49 | COP | Conocophillips | — | EXIT | 清倉 |
| 50 | CVX | Chevron CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Berry Wealth Group, LP 在 Q3 2025 季度的美股持倉總市值約為 US$3112.2萬，共申報了 31 個公開持股部位。
在 Q3 2025 季度，Berry Wealth Group, LP 按市值排列的前三大核心持股分別為：AVGO (12.4%)、AAPL (10.8%)、MSFT (8.6%)。其中最大持股部位 AVGO 佔據整體投資組合約 12.4% 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。
本季最大獲利了結 / 清倉標的
MRK
前期市值: US$302.6萬
在 Q3 2025 季度中，Berry Wealth Group, LP 共進行了 96 項持倉異動，包含新建倉 0 個部位、加碼 1 個部位、減碼 30 個部位以及清倉 65 個部位。 本季清倉部位包含 MRK。
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。