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: 0001659171
申報總市值
US$4.2億
US$4.2億
154 檔
24.2%
BigSur Wealth Management LLC 在 Q2 2025 季度的美股部位總計估值為 US$4.2億，分散於 154 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q2 2025 期間，BigSur Wealth Management LLC 展現了靈活的資產再平衡步調，透過出清 5 檔弱勢或達到目標價部位，將資金轉置於 6 檔新建倉標的之中。
在資產配置集中度方面，BigSur Wealth Management LLC 的前 5 大核心持股（包含 SPY, BRK-A, VGK 等）合計佔整體申報市值的 24.2%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.20% | +0.27% | -0.04% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.99% | +0.04% | -11.63% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.79% | -0.54% | +3.20% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.58% | +0.23% | +1.04% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.83% | +0.45% | -0.01% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.81% | -0.03% | -9.43% | |
| 7 | BX | Blackstone Inc | 股票-金融 | 2.61% | -0.35% | +0.99% | |
| 8 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.25% | +0.89% | +0.18% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.20% | -0.05% | -4.35% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.01% | -0.02% | — | |
| 11 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.82% | -0.51% | +29.80% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.79% | -0.02% | +22.74% | |
| 13 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 1.74% | -0.13% | +2.76% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.73% | +0.57% | -1.34% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.45% | +0.42% | -7.90% | |
| 16 | HON | Honeywell International Inc | 股票-工業 | 1.45% | -1.13% | EXIT | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.42% | +0.18% | +3.43% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.37% | +0.04% | +0.07% | |
| 19 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.33% | -0.06% | -2.78% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 1.26% | -0.17% | +0.75% | |
| 21 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.25% | +0.11% | +0.14% | |
| 22 | CTAS | Cintas CORP | 股票-工業 | 1.25% | -0.06% | -1.09% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.21% | -0.15% | +170.83% | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.12% | -0.18% | — | |
| 25 | GEV | GE Vernova Inc | 股票-工業 | 1.04% | +0.31% | +11.42% | |
| 26 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.02% | — | — | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.01% | -0.31% | -22.47% | |
| 28 | GE | General Electric | 股票-工業 | 1.00% | +0.14% | +0.32% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.99% | -0.02% | -0.89% | |
| 30 | BXSL | Blackstone Secured Lending F | 股票-金融 | 0.97% | -0.09% | -0.29% | |
| 31 | HD | Home Depot Inc | 股票-循環性消費 | 0.97% | -0.09% | +0.70% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.94% | -0.05% | — | |
| 33 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股與成長 | 0.93% | -0.11% | -2.31% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.92% | +0.36% | +145.20% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.85% | -0.24% | +5.98% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.85% | -0.38% | -3.89% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.83% | -0.01% | — | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | -0.36% | +0.97% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.75% | -0.25% | +3.64% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.73% | -0.02% | +6.72% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.68% | -0.02% | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.68% | -0.04% | — | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.62% | -0.02% | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | -0.04% | — | |
| 45 | DHR | Danaher CORP | 股票-醫療保健 | 0.62% | +0.33% | -16.08% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.59% | -0.02% | -0.94% | |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.59% | +0.01% | — | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.56% | +0.12% | +12.86% | |
| 49 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.56% | -0.06% | — | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.55% | -0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +1.04% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +0.8% | +170.83% | 加碼 |
| 3 | IBIT | Ishares Bitcoin Trust ETF | +0.7% | +29.80% | 加碼 |
| 4 | GEV | GE Vernova Inc | +0.5% | +11.42% | 加碼 |
| 5 | LLY | Eli Lilly & Co | +0.3% | +266.67% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -0.01% | 減碼 |
| 7 | UNH | Unitedhealth Group Inc | +0.3% | +145.20% | 加碼 |
| 8 | PANW | Palo Alto Networks Inc | +0.2% | +0.18% | 加碼 |
| 9 | AVGO | Broadcom Inc | +0.2% | +12.86% | 加碼 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.04% | 減碼 |
| 11 | VGK | Vanguard Ftse Europe ETF | +0.2% | +3.20% | 加碼 |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | +0.14% | 加碼 |
| 13 | SHLD | Global X Defense Tech ETF | +0.2% | NEW | 新建倉 |
| 14 | JIVE | JPM Interntl Value ETF | +0.2% | NEW | 新建倉 |
| 15 | XLK | Ss Technology Select Sector | +0.2% | -1.34% | 減碼 |
| 16 | MSFT | Microsoft CORP | +0.2% | -0.89% | 減碼 |
| 17 | MINT | Pimco Enhanced Short Maturit | +0.2% | NEW | 新建倉 |
| 18 | GE | General Electric | +0.2% | +0.32% | 加碼 |
| 19 | AMZN | Amazon.com Inc | +0.1% | — | 不變 |
| 20 | ITA | Ishares U.s. Aerospace & Def | +0.1% | -2.78% | 減碼 |
| 21 | NEE | Nextera Energy Inc | +0.1% | NEW | 新建倉 |
| 22 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | 新建倉 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +3.43% | 加碼 |
| 24 | APO | Apollo Global Management Inc | +0.1% | NEW | 新建倉 |
| 25 | BBJP | Jpmorgan Betabuilders Japan | +0.1% | +2.76% | 加碼 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.03% | 加碼 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +22.74% | 加碼 |
| 28 | HON | Honeywell International Inc | 0% | — | 不變 |
| 29 | RTX | Rtx CORP | 0% | +0.75% | 加碼 |
| 30 | XLI | Ss Industrial Select Sector | 0% | — | 不變 |
| 31 | BX | Blackstone Inc | 0% | +0.99% | 加碼 |
| 32 | SUSA | Ishares Esg Optimized Msci U | 0% | — | 不變 |
| 33 | CTAS | Cintas CORP | — | -1.09% | 減碼 |
| 34 | PYPL | Paypal Holdings Inc | -0.1% | EXIT | 清倉 |
| 35 | BMY | Bristol-myers Squibb Co | -0.1% | -4.18% | 減碼 |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | -15.82% | 減碼 |
| 37 | QCOM | Qualcomm Inc | -0.2% | -67.31% | 減碼 |
| 38 | DIS | Walt Disney Co/the | -0.2% | EXIT | 清倉 |
| 39 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | EXIT | 清倉 |
| 40 | MCD | Mcdonald's CORP | -0.2% | -22.52% | 減碼 |
| 41 | XLE | Ss Energy Select Sector | -0.2% | -3.89% | 減碼 |
| 42 | DHR | Danaher CORP | -0.2% | -16.08% | 減碼 |
| 43 | XLV | Ss Health Care Select Sector | -0.2% | +0.07% | 加碼 |
| 44 | MRK | Merck & Co. Inc. | -0.2% | — | 不變 |
| 45 | TSLA | Tesla Inc | -0.3% | EXIT | 清倉 |
| 46 | GLD | Spdr Gold Shares | -0.3% | -22.47% | 減碼 |
| 47 | ✓ | iShares S&P 500 UCITS ETF (Dist) | -0.4% | EXIT | 清倉 |
| 48 | SLB | Slb LTD | -0.4% | -57.18% | 減碼 |
| 49 | AAPL | Apple Inc | -0.5% | -4.35% | 減碼 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -2.3% | -11.63% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，BigSur Wealth Management LLC 在 Q2 2025 季度的美股持倉總市值約為 US$4.2億，共申報了 154 個公開持股部位。
在 Q2 2025 季度，BigSur Wealth Management LLC 按市值排列的前三大核心持股分別為：SPY (8.2%)、BRK-A (7.0%)、VGK (3.8%)。其中最大持股部位 SPY 佔據整體投資組合約 8.2% 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
SHLD
市值: US$80.0萬
本季最大獲利了結 / 清倉標的
iShares S&P 500 UCITS ETF (Dist)
前期市值: US$135.7萬
在 Q2 2025 季度中，BigSur Wealth Management LLC 共進行了 45 項持倉異動，包含新建倉 6 個部位、加碼 18 個部位、減碼 16 個部位以及清倉 5 個部位。 其中最大新建倉標的為 SHLD。 本季清倉部位包含 iShares S&P 500 UCITS ETF (Dist)。
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。