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: 0002010786
申報總市值
US$2.2億
US$2.2億
87 檔
15.1%
Q2 2025 季度申報顯示，Boomfish Wealth Group, LLC 揭露的美股組合總市值為 US$2.2億，涵蓋 87 個不同之權益投資部位。
在 Q2 2025 期間，Boomfish Wealth Group, LLC 的持倉組合保持高度穩定，未出現顯著的大幅度增減碼操作，顯示機構對現有持股結構維持較高之延續性。
整體而言，Boomfish Wealth Group, LLC 的前 5 大持股（包含 BIL, MOAT, AGG）貢獻了組合市值的 15.1%，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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 5.01% | -1.99% | -6.42% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 4.37% | -0.38% | -3.89% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.06% | -0.65% | +6.61% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.27% | +0.83% | +16.77% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | +1.02% | +0.56% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.44% | -0.35% | +1.17% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.09% | +0.39% | +11.53% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.01% | -0.02% | +10.00% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.90% | +0.16% | +1.53% | |
| 10 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.89% | +0.15% | +1.62% | |
| 11 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.86% | +0.06% | -6.96% | |
| 12 | ANET | Arista Networks Inc | 股票-科技 | 1.86% | +0.30% | +3.85% | |
| 13 | NOW | Servicenow Inc | 股票-科技 | 1.85% | -0.28% | +1.50% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.84% | +0.97% | +8.07% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.78% | -0.09% | +1.61% | |
| 16 | ICE | Intercontinental Exchange In | 股票-金融 | 1.78% | -0.35% | +1.94% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 1.76% | +1.07% | +2.41% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.76% | +0.87% | +4.48% | |
| 19 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.72% | +0.15% | -2.84% | |
| 20 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.70% | -0.21% | -3.87% | |
| 21 | KLAC | Kla CORP | 股票-科技 | 1.68% | +0.58% | -12.61% | |
| 22 | FTNT | Fortinet Inc | 股票-科技 | 1.65% | -0.30% | +0.33% | |
| 23 | MCHP | Microchip Technology Inc | 股票-科技 | 1.64% | -0.26% | +0.11% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 1.63% | +0.18% | +2.38% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.63% | +0.42% | +88.81% | |
| 26 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.59% | -0.32% | +10.03% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 1.48% | -0.36% | +6.68% | |
| 28 | CSGP | Costar Group Inc | 股票-房地產 | 1.46% | — | +2.57% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 1.44% | -0.42% | +2.85% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.41% | -0.25% | +30.46% | |
| 31 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 1.39% | -0.13% | +2.83% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.37% | — | +17.50% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.35% | +0.03% | +20.42% | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.35% | -0.29% | +3.80% | |
| 35 | WDAY | Workday Inc-class A | 股票-科技 | 1.35% | -0.29% | +3.68% | |
| 36 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 1.33% | -0.08% | +3.56% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 1.13% | -0.20% | -2.94% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | -0.50% | +2.41% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 1.09% | -0.01% | +4.55% | |
| 40 | ENB | Enbridge Inc | 股票-能源 | 1.05% | -0.17% | +4.59% | |
| 41 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.04% | -0.16% | +3.12% | |
| 42 | HON | Honeywell International Inc | 股票-工業 | 1.03% | -0.96% | EXIT | |
| 43 | UPS | United Parcel Service-cl B | 股票-工業 | 1.02% | +0.22% | +0.18% | |
| 44 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.97% | — | +4.46% | |
| 45 | ECL | Ecolab Inc | 股票-原物料 | 0.97% | -0.11% | EXIT | |
| 46 | UNP | Union Pacific CORP | 股票-工業 | 0.96% | -0.06% | +6.30% | |
| 47 | ROP | Roper Technologies Inc | 股票-科技 | 0.96% | -0.28% | +4.89% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.95% | -0.23% | +5.10% | |
| 49 | PAYX | Paychex Inc | 股票-科技 | 0.94% | -0.14% | +4.52% | |
| 50 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.93% | — | +6.41% |
根據 SEC 官方 Form 13F 申報備案，Boomfish Wealth Group, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$2.2億，共申報了 87 個公開持股部位。
在 Q2 2025 季度，Boomfish Wealth Group, LLC 按市值排列的前三大核心持股分別為：BIL (5.0%)、MOAT (4.4%)、AGG (4.1%)。其中最大持股部位 BIL 佔據整體投資組合約 5.0% 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。
在 Q2 2025 季度中，Boomfish Wealth Group, LLC 的持倉組合維持高度穩定，未出現大規模調倉操作。
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。