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: 0002063211
申報總市值
US$1.5億
US$1.5億
152 檔
10.0%
Bingham Private Wealth, LLC 在 Q1 2025 季度的美股部位總計估值為 US$1.5億，分散於 152 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2025 數據顯示 Bingham Private Wealth, LLC 積極進場，新開立 11 個部位並同步加碼 22 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 MSFT, BIL, AMZN）累計市值佔比達 10.0%，是驅動 Bingham Private Wealth, LLC 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 | MSFT | Microsoft CORP | 股票-科技 | 4.16% | -0.17% | +4.05% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.38% | -0.10% | -1.22% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.63% | +0.20% | +4.34% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.62% | +1.30% | -13.80% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.16% | +0.09% | -4.09% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.01% | -0.30% | +13.77% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.94% | +0.10% | +2.65% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.90% | -0.58% | +8.20% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.82% | -0.04% | -5.14% | |
| 10 | EQAL | Invesco Russell 1000 Equal W | ETF-其他 | 1.77% | -0.03% | -1.41% | |
| 11 | MBB | Ishares Mbs ETF | ETF-其他 | 1.73% | +0.04% | +1.48% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | +0.02% | +0.47% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.51% | +0.01% | -2.38% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.51% | — | -0.32% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.47% | -1.82% | EXIT | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.41% | +0.22% | +42.68% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.40% | +0.38% | -7.79% | |
| 18 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.35% | -0.28% | -2.76% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 1.33% | -0.23% | -3.19% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.28% | -0.01% | +2.79% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.26% | +0.01% | +1.32% | |
| 22 | PM | Philip Morris International | 股票-非循環性消費 | 1.21% | — | -6.65% | |
| 23 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.18% | -0.23% | +6.43% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.17% | -0.52% | +5.98% | |
| 25 | BN | Brookfield CORP | 股票-金融 | 1.13% | +0.05% | +4.84% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.13% | -0.35% | +2.14% | |
| 27 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.99% | -0.07% | +0.05% | |
| 28 | CRH | CRH plc | 股票-原物料 | 0.94% | -0.10% | -0.49% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.93% | +0.23% | -3.32% | |
| 30 | FDX | Fedex CORP | 股票-工業 | 0.90% | -0.35% | +8.14% | |
| 31 | ASML | ASML Holding N.V. | 股票-科技 | 0.89% | -0.28% | +17.75% | |
| 32 | TSLA | Tesla Inc | 股票-循環性消費 | 0.85% | -0.03% | -15.26% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.85% | +0.08% | -7.39% | |
| 34 | UBER | Uber Technologies Inc | 股票-工業 | 0.83% | +0.29% | +21.58% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.76% | +0.10% | +4.14% | |
| 36 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.76% | +0.08% | +19.00% | |
| 37 | WMB | Williams Cos Inc | 股票-能源 | 0.75% | -0.01% | +3.05% | |
| 38 | PWR | Quanta Services Inc | 股票-工業 | 0.71% | -0.15% | -1.02% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.71% | -0.15% | +14.56% | |
| 40 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.71% | -0.02% | +59.35% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.70% | +0.17% | NEW | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.70% | -0.13% | +33.68% | |
| 43 | LNG | Cheniere Energy Inc | 股票-能源 | 0.70% | -0.11% | -0.07% | |
| 44 | SLB | Slb LTD | 股票-能源 | 0.69% | -0.05% | +10.98% | |
| 45 | NFLX | Netflix Inc | 股票-通訊服務 | 0.68% | +0.36% | +5.83% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | -0.08% | +7.23% | |
| 47 | GEV | GE Vernova Inc | 股票-工業 | 0.66% | +0.20% | +24.66% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | +0.02% | +9.37% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.63% | -0.10% | +3.12% | |
| 50 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.62% | -0.13% | +12.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +0.4% | +42.68% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | +24.98% | 加碼 |
| 3 | NOC | Northrop Grumman CORP | +0.3% | +105.96% | 加碼 |
| 4 | UBER | Uber Technologies Inc | +0.3% | +21.58% | 加碼 |
| 5 | AIG | American International Group | +0.3% | +70.92% | 加碼 |
| 6 | TMUS | T-mobile US Inc | +0.2% | +6.43% | 加碼 |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.2% | +59.35% | 加碼 |
| 8 | KO | Coca-cola Co/the | +0.2% | +37.11% | 加碼 |
| 9 | PM | Philip Morris International | +0.2% | -6.65% | 減碼 |
| 10 | GILD | Gilead Sciences Inc | +0.2% | -2.76% | 減碼 |
| 11 | AZNN | Astrazeneca Plc-spons Adr | +0.2% | +48.36% | 加碼 |
| 12 | PEP | Pepsico Inc | +0.2% | +33.68% | 加碼 |
| 13 | CVX | Chevron CORP | +0.1% | +2.14% | 加碼 |
| 14 | VZ | Verizon Communications Inc | +0.1% | +14.56% | 加碼 |
| 15 | AMGN | Amgen Inc | +0.1% | +27.65% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +0.47% | 加碼 |
| 17 | NEE | Nextera Energy Inc | +0.1% | +46.41% | 加碼 |
| 18 | JNJ | Johnson & Johnson | +0.1% | +7.23% | 加碼 |
| 19 | IBM | Intl Business Machines CORP | +0.1% | -2.38% | 減碼 |
| 20 | KKR | Kkr & Co Inc | -0.1% | -2.19% | 減碼 |
| 21 | CRM | Salesforce Inc | -0.2% | +3.12% | 加碼 |
| 22 | HD | Home Depot Inc | -0.2% | -19.00% | 減碼 |
| 23 | PWR | Quanta Services Inc | -0.2% | -1.02% | 減碼 |
| 24 | MRK | Merck & Co. Inc. | -0.2% | -23.87% | 減碼 |
| 25 | NVDA | Nvidia CORP | -0.2% | +13.77% | 加碼 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -40.60% | 減碼 |
| 27 | ORCL | Oracle CORP | -0.3% | -31.63% | 減碼 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -4.09% | 減碼 |
| 29 | QCOM | Qualcomm Inc | -0.3% | -47.00% | 減碼 |
| 30 | GOOGL | Alphabet Inc-cl A | -0.3% | +8.20% | 加碼 |
| 31 | AMZN | Amazon.com Inc | -0.4% | +4.34% | 加碼 |
| 32 | INTU | Intuit Inc | -0.4% | -59.31% | 減碼 |
| 33 | MSFT | Microsoft CORP | -0.5% | +4.05% | 加碼 |
| 34 | TSLA | Tesla Inc | -0.8% | -15.26% | 減碼 |
| 35 | AVGO | Broadcom Inc | -0.8% | +2.65% | 加碼 |
| 36 | AAPL | Apple Inc | -0.9% | -13.80% | 減碼 |
| 37 | TEL | TE Connectivity plc | — | EXIT | 清倉 |
| 38 | DELL | Dell Technologies -c | — | NEW | 新建倉 |
| 39 | VOO | Vanguard S&p 500 ETF | — | EXIT | 清倉 |
| 40 | COP | Conocophillips | — | NEW | 新建倉 |
| 41 | SNY | Sanofi-adr | — | NEW | 新建倉 |
| 42 | HSY | Hershey Co/the | — | NEW | 新建倉 |
| 43 | STX | Seagate Technology Holdings plc | — | NEW | 新建倉 |
| 44 | FCX | Freeport-mcmoran Inc | — | NEW | 新建倉 |
| 45 | AJG | Arthur J Gallagher & Co | — | NEW | 新建倉 |
| 46 | PHM | Pultegroup Inc | — | NEW | 新建倉 |
| 47 | IRM | Iron Mountain Inc | — | EXIT | 清倉 |
| 48 | ROP | Roper Technologies Inc | — | NEW | 新建倉 |
| 49 | MDT | Medtronic plc | — | NEW | 新建倉 |
| 50 | ZTS | Zoetis Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Bingham Private Wealth, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.5億，共申報了 152 個公開持股部位。
在 Q1 2025 季度，Bingham Private Wealth, LLC 按市值排列的前三大核心持股分別為：MSFT (4.2%)、BIL (3.4%)、AMZN (2.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.2% 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
DELL
市值: US$51.2萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$51.9萬
在 Q1 2025 季度中，Bingham Private Wealth, LLC 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 22 個部位、減碼 14 個部位以及清倉 3 個部位。 其中最大新建倉標的為 DELL。 本季清倉部位包含 TEL。
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。