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: 0001821549
申報總市值
US$4.1億
US$4.1億
98 檔
25.2%
根據最新整理的 13F 季度數據集，Bnc Wealth Management, LLC 於 Q2 2025 結束時的管理資產規模為 US$4.1億。該機構在本季度申報了 98 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2025，Bnc Wealth Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 29 個既有持股進行加碼（合計增持 33 檔），相較減碼與清倉部位顯著佔優。
整體而言，Bnc Wealth Management, LLC 的前 5 大持股（包含 NVDA, AMZN, MSFT）貢獻了組合市值的 25.2%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 8.73% | -0.01% | -0.40% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.87% | +0.87% | -1.39% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.58% | -0.41% | -0.07% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.18% | -0.08% | -3.09% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.60% | +0.37% | -0.11% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 3.43% | -0.02% | -2.74% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.38% | -0.24% | +0.19% | |
| 8 | ANET | Arista Networks Inc | 股票-科技 | 2.75% | +0.44% | +0.20% | |
| 9 | AXON | Axon Enterprise Inc | 股票-工業 | 2.67% | — | +0.32% | |
| 10 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.50% | -0.51% | -2.54% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.29% | -0.08% | +2.36% | |
| 12 | CDNS | Cadence Design Sys Inc | 股票-科技 | 2.13% | +0.30% | +0.63% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 2.06% | +0.97% | NEW | |
| 14 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.90% | — | +2.41% | |
| 15 | PWR | Quanta Services Inc | 股票-工業 | 1.87% | +0.30% | +19.25% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.84% | — | +1.94% | |
| 17 | KLAC | Kla CORP | 股票-科技 | 1.67% | +1.59% | — | |
| 18 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.61% | +0.36% | +59.55% | |
| 19 | SPGI | S&p Global Inc | 股票-金融 | 1.61% | — | -1.62% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.54% | +0.05% | NEW | |
| 21 | GRMN | Garmin Ltd. | 股票-科技 | 1.50% | — | +2.54% | |
| 22 | AXP | American Express Co | 股票-金融 | 1.48% | -0.01% | +3.91% | |
| 23 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.45% | -0.19% | -1.67% | |
| 24 | GEV | GE Vernova Inc | 股票-工業 | 1.45% | +0.39% | +28.18% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 1.43% | -0.20% | +4.67% | |
| 26 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.40% | +0.13% | +2.78% | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.40% | — | +158.06% | |
| 28 | ETN | Eaton Corporation plc | 股票-工業 | 1.32% | +0.08% | +2.33% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.31% | — | +1.36% | |
| 30 | CAT | Caterpillar Inc | 股票-工業 | 1.30% | +0.76% | +4.62% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.22% | -0.27% | +2.84% | |
| 32 | DE | Deere & Co | 股票-工業 | 1.18% | +0.01% | -13.74% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | -0.03% | +4.19% | |
| 34 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.02% | — | +7.49% | |
| 35 | GE | General Electric | 股票-工業 | 1.01% | +0.27% | +12.23% | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 0.93% | — | +7.26% | |
| 37 | AU | AngloGold Ashanti plc | 股票-原物料 | 0.92% | — | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.82% | — | +20.57% | |
| 39 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.79% | +0.22% | — | |
| 40 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.77% | -0.01% | +0.02% | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.76% | +1.40% | — | |
| 42 | MSTR | Strategy Inc | 股票-科技 | 0.71% | — | +44.69% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.70% | — | +22.72% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.69% | +0.08% | +17.29% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | -0.01% | -0.61% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | — | +21.27% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.55% | -0.02% | +19.64% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | +0.05% | +7.61% | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.52% | -0.06% | -1.50% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.45% | -0.01% | -0.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | +1.7% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +1.4% | -0.40% | 減碼 |
| 3 | HOOD | Robinhood Markets Inc - A | +1.1% | +59.55% | 加碼 |
| 4 | AU | AngloGold Ashanti plc | +0.9% | NEW | 新建倉 |
| 5 | IBIT | Ishares Bitcoin Trust ETF | +0.9% | +158.06% | 加碼 |
| 6 | MNST | Monster Beverage CORP | +0.8% | NEW | 新建倉 |
| 7 | AMD | Advanced Micro Devices | +0.8% | NEW | 新建倉 |
| 8 | GEV | GE Vernova Inc | +0.7% | +28.18% | 加碼 |
| 9 | AXON | Axon Enterprise Inc | +0.6% | +0.32% | 加碼 |
| 10 | PWR | Quanta Services Inc | +0.6% | +19.25% | 加碼 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.6% | -2.54% | 減碼 |
| 12 | ORCL | Oracle CORP | +0.5% | +2.84% | 加碼 |
| 13 | MSFT | Microsoft CORP | +0.5% | -0.07% | 減碼 |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +3.53% | 加碼 |
| 15 | MSTR | Strategy Inc | +0.3% | +44.69% | 加碼 |
| 16 | NFLX | Netflix Inc | +0.3% | +4.67% | 加碼 |
| 17 | ANET | Arista Networks Inc | +0.2% | +0.20% | 加碼 |
| 18 | META | Meta Platforms Inc-class A | +0.2% | +0.19% | 加碼 |
| 19 | GE | General Electric | +0.2% | +12.23% | 加碼 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +17.29% | 加碼 |
| 21 | ETN | Eaton Corporation plc | +0.1% | +2.33% | 加碼 |
| 22 | EMR | Emerson Electric Co | +0.1% | +7.26% | 加碼 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +20.57% | 加碼 |
| 24 | EFA | Ishares Msci Eafe ETF | +0.1% | +21.27% | 加碼 |
| 25 | PANW | Palo Alto Networks Inc | 0% | +2.41% | 加碼 |
| 26 | AXP | American Express Co | 0% | +3.91% | 加碼 |
| 27 | CAT | Caterpillar Inc | 0% | +4.62% | 加碼 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +7.61% | 加碼 |
| 29 | VIG | Vanguard Dividend Apprec ETF | 0% | +19.64% | 加碼 |
| 30 | CDNS | Cadence Design Sys Inc | 0% | +0.63% | 加碼 |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +2.36% | 加碼 |
| 32 | PGR | Progressive CORP | 0% | +22.72% | 加碼 |
| 33 | TSLA | Tesla Inc | -0.1% | -2.74% | 減碼 |
| 34 | ABT | Abbott Laboratories | -0.1% | +7.49% | 加碼 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +1.36% | 加碼 |
| 36 | BNY | Bank Of New York Mellon CORP | -0.1% | +2.78% | 加碼 |
| 37 | OGE | Oge Energy CORP | -0.1% | EXIT | 清倉 |
| 38 | XEL | Xcel Energy Inc | -0.1% | EXIT | 清倉 |
| 39 | ISRG | Intuitive Surgical Inc | -0.2% | +1.94% | 加碼 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.11% | 減碼 |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.5% | EXIT | 清倉 |
| 42 | AVGO | Broadcom Inc | -0.5% | EXIT | 清倉 |
| 43 | AMZN | Amazon.com Inc | -0.5% | -1.39% | 減碼 |
| 44 | MRSH | Marsh & Mclennan Cos | -0.6% | -1.67% | 減碼 |
| 45 | IWM | Ishares Russell 2000 ETF | -0.6% | -78.32% | 減碼 |
| 46 | XLI | Ss Industrial Select Sector | -0.7% | EXIT | 清倉 |
| 47 | USB | US Bancorp | -0.9% | -92.13% | 減碼 |
| 48 | QCOM | Qualcomm Inc | -0.9% | -85.60% | 減碼 |
| 49 | AAPL | Apple Inc | -1.9% | -3.09% | 減碼 |
| 50 | ACN | Accenture plc | -1.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Bnc Wealth Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$4.1億，共申報了 98 個公開持股部位。
在 Q2 2025 季度，Bnc Wealth Management, LLC 按市值排列的前三大核心持股分別為：NVDA (8.7%)、AMZN (7.9%)、MSFT (5.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.7% 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
KLAC
市值: US$564.2萬
本季最大獲利了結 / 清倉標的
ACN
前期市值: US$533.6萬
在 Q2 2025 季度中，Bnc Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 29 個部位、減碼 11 個部位以及清倉 6 個部位。 其中最大新建倉標的為 KLAC。 本季清倉部位包含 ACN。
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。