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: 0001715740
申報總市值
US$29.2億
US$29.2億
1528 檔
22.9%
Bogart Wealth, LLC 在 Q3 2025 季度的美股部位總計估值為 US$29.2億，分散於 1528 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2025 數據顯示 Bogart Wealth, LLC 積極進場，新開立 1 個部位並同步加碼 30 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 XOM, VOO, ACWI）累計市值佔比達 22.9%，是驅動 Bogart Wealth, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1528 檔）
| # | 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 | XOM | Exxon Mobil CORP | 股票-能源 | 6.31% | -7.95% | EXIT | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.12% | +0.99% | -0.43% | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 5.15% | +0.15% | -0.76% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 4.87% | -0.03% | +0.64% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 4.69% | -0.33% | +3.04% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-其他 | 4.05% | +0.17% | -0.38% | |
| 7 | UITB | Victoryshares Core Intermedi | ETF-其他 | 3.71% | -0.24% | +2.81% | |
| 8 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 3.64% | +0.04% | +1032.23% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 2.81% | -0.09% | +2.92% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.66% | +0.34% | -1.01% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.60% | -0.18% | -0.43% | |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 2.52% | +0.04% | -0.44% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.16% | -0.02% | -0.59% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.92% | -0.13% | +3.40% | |
| 15 | AUSF | Global X Adaptive US Factor | ETF-其他 | 1.75% | -1.79% | — | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.52% | +0.08% | +0.48% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | +0.10% | +0.88% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | +0.09% | -15.63% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | +0.11% | -14.67% | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.14% | -0.09% | +2.40% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.02% | +2.54% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.76% | +0.02% | -1.80% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.75% | +0.75% | +2.86% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.73% | +0.02% | -8.67% | |
| 25 | SPGI | S&p Global Inc | 股票-金融 | 0.72% | -0.07% | +38.59% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.14% | +1.14% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.64% | +0.06% | +12.70% | |
| 28 | CME | Cme Group Inc | 股票-金融 | 0.63% | -0.11% | -1.93% | |
| 29 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.62% | +0.01% | +2.68% | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 0.60% | -0.04% | +2.15% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.60% | +0.10% | -0.11% | |
| 32 | PCAR | Paccar Inc | 股票-工業 | 0.58% | +0.05% | -0.86% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.57% | — | +22.93% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | +0.06% | -1.86% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工業 | 0.56% | -0.01% | +2.91% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.53% | -0.13% | -2.77% | |
| 37 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.52% | +0.06% | +0.47% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 0.52% | +0.05% | -2.13% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.50% | +0.01% | -6.97% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.50% | +0.40% | -10.56% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事業 | 0.50% | +0.02% | -1.22% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.50% | -0.06% | +13.01% | |
| 43 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.49% | -0.12% | -1.36% | |
| 44 | MDT | Medtronic plc | 股票-醫療保健 | 0.49% | +0.05% | +45.42% | |
| 45 | PFE | Pfizer Inc | 股票-醫療保健 | 0.49% | -0.11% | +14.95% | |
| 46 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.48% | -0.04% | -1.64% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | +0.03% | +13.16% | |
| 48 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.48% | -0.07% | -1.16% | |
| 49 | TFC | Truist Financial CORP | 股票-金融 | 0.48% | — | -26.76% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | +0.05% | +1.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RECS | Columbia Resear Enh Cor ETF | +3.4% | +1032.23% | 加碼 |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | +2.5% | +0.64% | 加碼 |
| 3 | ACWI | Ishares Msci Acwi ETF | +1.4% | -0.76% | 加碼 |
| 4 | ICSH | Ishares Ultra Short Duration | +1.1% | +2.40% | 加碼 |
| 5 | MDT | Medtronic plc | +0.5% | +45.42% | 加碼 |
| 6 | ASML | ASML Holding N.V. | +0.4% | +9090.68% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.4% | -1.20% | 加碼 |
| 8 | D | Dominion Energy Inc | +0.3% | -1.37% | 加碼 |
| 9 | LLY | Eli Lilly & Co | +0.3% | +18.35% | 加碼 |
| 10 | DTE | Dte Energy Company | +0.3% | +49181.82% | 加碼 |
| 11 | TGT | Target CORP | +0.3% | -2.12% | 加碼 |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | +0.3% | -0.44% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.3% | -14.67% | 減碼 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.2% | -0.43% | 加碼 |
| 15 | NVDA | Nvidia CORP | +0.2% | -15.63% | 減碼 |
| 16 | RMD | Resmed Inc | +0.2% | +293433.33% | 加碼 |
| 17 | INTU | Intuit Inc | +0.2% | +9501.35% | 加碼 |
| 18 | AAPL | Apple Inc | +0.2% | +0.48% | 加碼 |
| 19 | CGDV | Cap Group Dividend Value | +0.1% | -0.38% | 加碼 |
| 20 | SPGI | S&p Global Inc | +0.1% | +38.59% | 加碼 |
| 21 | SHOP | Shopify Inc - Class A | +0.1% | -1.15% | 加碼 |
| 22 | AMAT | Applied Materials Inc | +0.1% | -10.56% | 加碼 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +1.14% | 加碼 |
| 24 | VZ | Verizon Communications Inc | +0.1% | -1.36% | 加碼 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.11% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +12.70% | 加碼 |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +2.68% | 加碼 |
| 28 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | -0.43% | 加碼 |
| 29 | MSFT | Microsoft CORP | 0% | +0.88% | 減碼 |
| 30 | VXUS | Vanguard Total Intl Stock | 0% | -0.59% | 減碼 |
| 31 | IEF | Ishares 7-10 Year Treasury B | -0.2% | +3.40% | 加碼 |
| 32 | ROST | Ross Stores Inc | -0.2% | -99.35% | 減碼 |
| 33 | TXN | Texas Instruments Inc | -0.2% | -31.58% | 減碼 |
| 34 | UNH | Unitedhealth Group Inc | -0.2% | +52.70% | 減碼 |
| 35 | AVGO | Broadcom Inc | -0.2% | -21.94% | 減碼 |
| 36 | JCPB | Jpmorgan Core Plus Bond ETF | -0.3% | +2.92% | 加碼 |
| 37 | UITB | Victoryshares Core Intermedi | -0.3% | +2.81% | 加碼 |
| 38 | ZTS | Zoetis Inc | -0.3% | -99.43% | 減碼 |
| 39 | DHR | Danaher CORP | -0.3% | -74.22% | 減碼 |
| 40 | MET | Metlife Inc | -0.3% | -99.06% | 減碼 |
| 41 | RSG | Republic Services Inc | -0.3% | +51.81% | 減碼 |
| 42 | BLK | Blackrock Inc | -0.4% | -55.86% | 減碼 |
| 43 | BND | Vanguard Total Bond Market | -0.4% | +3.04% | 加碼 |
| 44 | CAT | Caterpillar Inc | -0.4% | -12.30% | 減碼 |
| 45 | DOW | Dow Inc | -0.5% | -53.07% | 減碼 |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | -0.9% | +2.86% | 減碼 |
| 47 | QQQM | Invesco Nasdaq 100 ETF | -1% | -1.01% | 減碼 |
| 48 | FLQM | Franklin U.s. Mid Cap Multif | -1.8% | -99.76% | 減碼 |
| 49 | QUAL | Ishares Msci USA Quality Fac | -4.8% | -98.76% | 減碼 |
| 50 | AUSF | Global X Adaptive US Factor | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Bogart Wealth, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$29.2億，共申報了 1528 個公開持股部位。
在 Q3 2025 季度，Bogart Wealth, LLC 按市值排列的前三大核心持股分別為：XOM (6.3%)、VOO (6.1%)、ACWI (5.2%)。其中最大持股部位 XOM 佔據整體投資組合約 6.3% 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
AUSF
市值: US$4318.3萬
本季最大獲利了結 / 清倉標的
QUAL
前期市值: US$1.0億
在 Q3 2025 季度中，Bogart Wealth, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 30 個部位、減碼 19 個部位以及清倉 0 個部位。 其中最大新建倉標的為 AUSF。
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。