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: 0001803106
申報總市值
US$5.7億
US$5.7億
110 檔
12.3%
Q2 2025 季度申報顯示，Blue Zone Wealth Advisors, LLC 揭露的美股組合總市值為 US$5.7億，涵蓋 110 個不同之權益投資部位。
在 Q2 2025，Blue Zone Wealth Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 2 個新部位，並對 37 個既有持股進行加碼（合計增持 39 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 QQQ, GOOGL, IVW）占據了總市值的 12.3%，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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.10% | +0.65% | +1.31% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.26% | +0.38% | +5.95% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.03% | +0.15% | -0.96% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.73% | -0.10% | -1.18% | |
| 5 | BN | Brookfield CORP | 股票-金融 | 2.46% | -0.21% | +0.43% | |
| 6 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 2.41% | -0.27% | +1.73% | |
| 7 | WMB | Williams Cos Inc | 股票-能源 | 2.27% | -0.36% | -2.01% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.22% | +0.77% | -4.77% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.55% | -0.41% | |
| 10 | AZO | Autozone Inc | 股票-循環性消費 | 2.16% | -0.34% | +0.91% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.14% | -0.05% | +7.19% | |
| 12 | BX | Blackstone Inc | 股票-金融 | 2.02% | -0.20% | +33.05% | |
| 13 | SYK | Stryker CORP | 股票-醫療保健 | 1.98% | -0.47% | -1.54% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.93% | +0.45% | +89.11% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.87% | -0.22% | -0.95% | |
| 16 | MKL | Markel Group Inc | 股票-金融 | 1.84% | -0.05% | EXIT | |
| 17 | MCO | Moody's CORP | 股票-金融 | 1.83% | -0.18% | +4.32% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 1.82% | -0.42% | +7.76% | |
| 19 | AXP | American Express Co | 股票-金融 | 1.80% | -0.15% | +260.12% | |
| 20 | EFX | Equifax Inc | 股票-工業 | 1.76% | -0.31% | +3.07% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.72% | +0.66% | +8.73% | |
| 22 | STE | STERIS plc | 股票-醫療保健 | 1.69% | -0.06% | EXIT | |
| 23 | RELX | Relx PLC - Spon Adr | 股票-工業 | 1.69% | -0.17% | +0.28% | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 1.65% | -0.22% | +2.45% | |
| 25 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.59% | -0.19% | +4.92% | |
| 26 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.58% | -0.14% | +3.60% | |
| 27 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.55% | -0.21% | +1437.84% | |
| 28 | WST | West Pharmaceutical Services | 股票-醫療保健 | 1.55% | +0.14% | +2.70% | |
| 29 | CPRT | Copart Inc | 股票-工業 | 1.51% | -0.25% | +4.51% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.50% | -0.44% | +2.02% | |
| 31 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.47% | — | +3.56% | |
| 32 | LIN | Linde plc | 股票-原物料 | 1.46% | -0.17% | +5.06% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.42% | -0.06% | EXIT | |
| 34 | CSGP | Costar Group Inc | 股票-房地產 | 1.38% | -0.59% | EXIT | |
| 35 | BLK | Blackrock Inc | 股票-金融 | 1.37% | — | +7.10% | |
| 36 | HON | Honeywell International Inc | 股票-工業 | 1.35% | — | +0.19% | |
| 37 | BA | Boeing Co/the | 股票-工業 | 1.32% | -0.11% | +4.54% | |
| 38 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.28% | -0.09% | +3.18% | |
| 39 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.27% | -0.61% | +8.83% | |
| 40 | MC | Moelis & Co - Class A | 股票-金融 | 1.25% | -0.93% | EXIT | |
| 41 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.25% | -0.16% | +3.20% | |
| 42 | IRT | Independence Realty Trust In | 股票-房地產 | 1.24% | — | +5.35% | |
| 43 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.24% | -0.18% | +7.53% | |
| 44 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 1.16% | — | +7.48% | |
| 45 | ESI | Element Solutions Inc | 股票-原物料 | 1.16% | +0.06% | +8.28% | |
| 46 | BLW | Blackrock LTD Durat Inc Tr | 股票-其他 | 1.10% | -0.08% | +2.60% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 1.07% | — | +12.81% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 1.02% | +0.74% | +18.16% | |
| 49 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.01% | — | +5.18% | |
| 50 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.95% | — | +5.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AXP | American Express Co | +1.3% | +260.12% | 加碼 |
| 2 | BX | Blackstone Inc | +0.4% | +33.05% | 加碼 |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -4.77% | 減碼 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +1.31% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.4% | +18.16% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.4% | -0.41% | 減碼 |
| 7 | IDXX | Idexx Laboratories Inc | +0.3% | +4.92% | 加碼 |
| 8 | TTD | Trade Desk Inc/the -class A | +0.3% | +3.56% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +5.95% | 加碼 |
| 10 | HRI | Herc Holdings Inc | +0.2% | NEW | 新建倉 |
| 11 | TSLA | Tesla Inc | +0.2% | +23.16% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +8.73% | 加碼 |
| 13 | DIS | Walt Disney Co/the | +0.2% | +1.55% | 加碼 |
| 14 | BA | Boeing Co/the | +0.2% | +4.54% | 加碼 |
| 15 | VEEV | Veeva Systems Inc-class A | +0.2% | +3.18% | 加碼 |
| 16 | MC | Moelis & Co - Class A | +0.2% | +20.01% | 加碼 |
| 17 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -0.96% | 減碼 |
| 18 | BN | Brookfield CORP | +0.2% | +0.43% | 加碼 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +6.15% | 加碼 |
| 20 | XLK | Ss Technology Select Sector | +0.1% | +2.55% | 加碼 |
| 21 | BAM | Brookfield Asset Mgmt-a | +0.1% | +1.73% | 加碼 |
| 22 | BLK | Blackrock Inc | +0.1% | +7.10% | 加碼 |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | +0.1% | NEW | 新建倉 |
| 24 | CP | Canadian Pacific Kansas City | +0.1% | +3.60% | 加碼 |
| 25 | FCAL | First Trust California Munic | +0.1% | +60.86% | 加碼 |
| 26 | GXO | Gxo Logistics Inc | +0.1% | -1.99% | 減碼 |
| 27 | VUG | Vanguard Growth ETF | 0% | -0.51% | 減碼 |
| 28 | UNH | Unitedhealth Group Inc | 0% | +89.11% | 加碼 |
| 29 | MCO | Moody's CORP | 0% | +4.32% | 加碼 |
| 30 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | -4.12% | 減碼 |
| 31 | HON | Honeywell International Inc | 0% | +0.19% | 加碼 |
| 32 | EFX | Equifax Inc | 0% | +3.07% | 加碼 |
| 33 | DHR | Danaher CORP | 0% | +12.81% | 加碼 |
| 34 | CRM | Salesforce Inc | 0% | +7.76% | 加碼 |
| 35 | ESI | Element Solutions Inc | 0% | +8.28% | 加碼 |
| 36 | RELX | Relx PLC - Spon Adr | 0% | +0.28% | 加碼 |
| 37 | V | Visa Inc-class A Shares | -0.1% | +7.19% | 加碼 |
| 38 | MKL | Markel Group Inc | -0.1% | +1.04% | 加碼 |
| 39 | LIN | Linde plc | -0.1% | +5.06% | 加碼 |
| 40 | STE | STERIS plc | -0.1% | +0.72% | 加碼 |
| 41 | SPGI | S&p Global Inc | -0.1% | +2.45% | 加碼 |
| 42 | SYK | Stryker CORP | -0.1% | -1.54% | 減碼 |
| 43 | GBIL | Goldman Sachs Access Treasur | -0.1% | -68.39% | 減碼 |
| 44 | TMO | Thermo Fisher Scientific Inc | -0.3% | +7.53% | 加碼 |
| 45 | IRT | Independence Realty Trust In | -0.3% | +5.35% | 加碼 |
| 46 | CPRT | Copart Inc | -0.3% | +4.51% | 加碼 |
| 47 | BABA | Alibaba Group Holding-sp Adr | -0.4% | +2.02% | 加碼 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.95% | 減碼 |
| 49 | AAPL | Apple Inc | -0.6% | -1.18% | 減碼 |
| 50 | HEESEUR | H&e Equipment Services Inc | -1.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Blue Zone Wealth Advisors, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$5.7億，共申報了 110 個公開持股部位。
在 Q2 2025 季度，Blue Zone Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：QQQ (6.1%)、GOOGL (3.3%)、IVW (3.0%)。其中最大持股部位 QQQ 佔據整體投資組合約 6.1% 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
HRI
市值: US$83.6萬
本季最大獲利了結 / 清倉標的
HEESEUR
前期市值: US$502.4萬
在 Q2 2025 季度中，Blue Zone Wealth Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 37 個部位、減碼 10 個部位以及清倉 1 個部位。 其中最大新建倉標的為 HRI。 本季清倉部位包含 HEESEUR。
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。