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
15.7%
Boomfish Wealth Group, LLC 在 Q3 2025 季度的美股部位總計估值為 US$2.2億，分散於 87 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 Boomfish Wealth Group, LLC 積極進場，新開立 5 個部位並同步加碼 33 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 BIL, MOAT, AGG）累計市值佔比達 15.7%，是驅動 Boomfish Wealth Group, 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.82% | -1.99% | +2.96% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 4.14% | -0.38% | -4.07% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.91% | -0.65% | +2.07% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.16% | +0.83% | -12.41% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | +1.02% | +4.16% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.35% | -0.35% | +1.87% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.25% | +0.97% | +5.37% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.08% | +0.87% | -7.81% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.04% | +0.39% | +4.58% | |
| 10 | ANET | Arista Networks Inc | 股票-科技 | 2.03% | +0.30% | -17.91% | |
| 11 | KLAC | Kla CORP | 股票-科技 | 1.91% | +0.58% | +1.11% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 1.91% | +1.07% | +3.72% | |
| 13 | ASML | ASML Holding N.V. | 股票-科技 | 1.90% | +0.18% | +3.23% | |
| 14 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.83% | +0.15% | +4.12% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.81% | +0.16% | +2.47% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.78% | -0.02% | -1.41% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 1.75% | -0.09% | +3.90% | |
| 18 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.73% | -0.32% | +3.36% | |
| 19 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.70% | -0.21% | +4.05% | |
| 20 | NOW | Servicenow Inc | 股票-科技 | 1.63% | -0.28% | +5.49% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.62% | +0.42% | -10.64% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.62% | -0.25% | +2.90% | |
| 23 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.62% | +0.06% | +4.23% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 1.58% | -0.35% | +4.03% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工業 | 1.54% | -0.42% | +6.83% | |
| 26 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.54% | +0.15% | +2.92% | |
| 27 | FTNT | Fortinet Inc | 股票-科技 | 1.50% | -0.30% | +22.25% | |
| 28 | CSGP | Costar Group Inc | 股票-房地產 | 1.48% | — | +3.50% | |
| 29 | MCHP | Microchip Technology Inc | 股票-科技 | 1.47% | -0.26% | +4.95% | |
| 30 | WDAY | Workday Inc-class A | 股票-科技 | 1.43% | -0.29% | +13.30% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 1.42% | -0.36% | +18.51% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.40% | -0.29% | +26.78% | |
| 33 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 1.39% | -0.08% | +4.28% | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 1.34% | — | +15.17% | |
| 35 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 1.33% | -0.13% | +6.93% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.32% | +0.03% | +1.04% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 1.20% | -0.20% | -0.52% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.17% | +0.09% | +22.18% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | -0.50% | +0.84% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 1.10% | -0.01% | -1.27% | |
| 41 | ENB | Enbridge Inc | 股票-能源 | 1.09% | -0.17% | +0.11% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | -0.23% | +0.05% | |
| 43 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.97% | -0.16% | +1.30% | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.96% | -0.06% | +4.01% | |
| 45 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.96% | -0.23% | +1.51% | |
| 46 | ECL | Ecolab Inc | 股票-原物料 | 0.93% | -0.11% | EXIT | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.92% | -0.30% | +28.74% | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.89% | -0.22% | -0.04% | |
| 49 | AMGN | Amgen Inc | 股票-醫療保健 | 0.89% | -0.12% | +2.20% | |
| 50 | HON | Honeywell International Inc | 股票-工業 | 0.89% | -0.96% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -10.64% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1% | -12.41% | 加碼 |
| 3 | FISV | Fiserv Inc | +0.6% | +764.36% | 加碼 |
| 4 | ANET | Arista Networks Inc | +0.5% | -17.91% | 減碼 |
| 5 | MSFT | Microsoft CORP | +0.4% | +4.16% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -7.81% | 減碼 |
| 7 | ASML | ASML Holding N.V. | +0.4% | +3.23% | 加碼 |
| 8 | AMAT | Applied Materials Inc | +0.4% | +3.72% | 加碼 |
| 9 | KLAC | Kla CORP | +0.3% | +1.11% | 減碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +4.58% | 加碼 |
| 11 | MCHP | Microchip Technology Inc | +0.2% | +4.95% | 加碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.28% | 減碼 |
| 13 | AAPL | Apple Inc | +0.2% | +5.37% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +2.47% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +12.56% | 加碼 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +2.90% | 加碼 |
| 17 | TSLA | Tesla Inc | +0.1% | -11.83% | 減碼 |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.60% | 加碼 |
| 19 | CDNS | Cadence Design Sys Inc | +0.1% | +9.32% | 加碼 |
| 20 | COST | Costco Wholesale CORP | +0.1% | -8.12% | 加碼 |
| 21 | VEEV | Veeva Systems Inc-class A | +0.1% | +4.05% | 加碼 |
| 22 | XYZ | Block Inc | +0.1% | +9.74% | 加碼 |
| 23 | PANW | Palo Alto Networks Inc | +0.1% | +4.12% | 加碼 |
| 24 | BAC | Bank Of America CORP | +0.1% | -1.27% | 加碼 |
| 25 | NOW | Servicenow Inc | 0% | +5.49% | 加碼 |
| 26 | ADBE | Adobe Inc | 0% | +15.17% | 加碼 |
| 27 | DLR | Digital Realty Trust Inc | 0% | +1.30% | 加碼 |
| 28 | LOW | Lowe's Cos Inc | 0% | +3.36% | 加碼 |
| 29 | LMT | Lockheed Martin CORP | 0% | +6.83% | 加碼 |
| 30 | WDAY | Workday Inc-class A | 0% | +13.30% | 加碼 |
| 31 | RTX | Rtx CORP | 0% | -0.52% | 減碼 |
| 32 | ENB | Enbridge Inc | 0% | +0.11% | 加碼 |
| 33 | JNJ | Johnson & Johnson | 0% | +0.05% | 加碼 |
| 34 | BKNG | Booking Holdings Inc | 0% | +2.92% | 不變 |
| 35 | MELI | Mercadolibre Inc | -0.1% | +4.23% | 減碼 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.04% | 加碼 |
| 37 | CSGP | Costar Group Inc | -0.1% | +3.50% | 加碼 |
| 38 | MA | Mastercard Inc - A | -0.2% | +3.90% | 加碼 |
| 39 | AGG | Ishares Core U.s. Aggregate | -0.4% | +2.07% | 加碼 |
| 40 | UPS | United Parcel Service-cl B | -0.5% | +0.32% | 加碼 |
| 41 | UNH | Unitedhealth Group Inc | -0.6% | +22.18% | 加碼 |
| 42 | MOAT | Vaneck Morningstar Wide Moat | -0.7% | -4.07% | 減碼 |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -1.2% | +2.96% | 減碼 |
| 44 | TER | Teradyne Inc | — | EXIT | 清倉 |
| 45 | MPWR | Monolithic Power Systems Inc | — | NEW | 新建倉 |
| 46 | PHG | Koninklijke Philips Nvr- Ny | — | NEW | 新建倉 |
| 47 | SBUX | Starbucks CORP | — | EXIT | 清倉 |
| 48 | NFLX | Netflix Inc | — | NEW | 新建倉 |
| 49 | TFLO | Ishares Treasury Floating Ra | — | NEW | 新建倉 |
| 50 | CAT | Caterpillar Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Boomfish Wealth Group, LLC 在 Q3 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 Q3 2025 季度，Boomfish Wealth Group, LLC 按市值排列的前三大核心持股分別為：BIL (4.8%)、MOAT (4.1%)、AGG (3.9%)。其中最大持股部位 BIL 佔據整體投資組合約 4.8% 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
MPWR
市值: US$122.3萬
本季最大獲利了結 / 清倉標的
TER
前期市值: US$176.6萬
在 Q3 2025 季度中，Boomfish Wealth Group, LLC 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 33 個部位、減碼 9 個部位以及清倉 2 個部位。 其中最大新建倉標的為 MPWR。 本季清倉部位包含 TER。
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。