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: 0002066260
申報總市值
US$1.6億
US$1.6億
42 檔
21.2%
Bosman Wealth Management, LLC 在 Q1 2025 季度的美股部位總計估值為 US$1.6億，分散於 42 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q1 2025 申報觀察，Bosman Wealth Management, LLC 採取防禦導向的調倉策略，本季減碼 22 檔個股並出清 8 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Bosman Wealth Management, LLC 的前 5 大核心持股（包含 PLTR, NVDA, CYBERARK SOFTWARE LTD. CMN 等）合計佔整體申報市值的 21.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 10.41% | -4.66% | -32.80% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.94% | -1.47% | -11.10% | |
| 3 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 5.83% | — | -1.21% | |
| 4 | FTI | TechnipFMC plc | 股票-能源 | 5.80% | -2.65% | -42.76% | |
| 5 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 5.69% | -0.21% | EXIT | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.35% | -1.32% | -30.23% | |
| 7 | SN | SharkNinja, Inc. | 股票-循環性消費 | 4.25% | — | -3.09% | |
| 8 | NOW | Servicenow Inc | 股票-科技 | 4.16% | — | +238.74% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.02% | -1.20% | +58.19% | |
| 10 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 3.63% | — | +79.93% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 3.24% | +0.07% | — | |
| 12 | APP | Applovin Corp-class A | 股票-科技 | 3.18% | — | — | |
| 13 | FIX | Comfort Systems USA Inc | 股票-工業 | 3.01% | -0.05% | +122.82% | |
| 14 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 2.92% | -0.48% | -42.66% | |
| 15 | AXON | Axon Enterprise Inc | 股票-工業 | 2.89% | -0.64% | EXIT | |
| 16 | OWL | Blue Owl Capital Inc | 股票-金融 | 2.78% | — | — | |
| 17 | HUBS | Hubspot Inc | 股票-科技 | 2.71% | — | — | |
| 18 | CARG | Cargurus Inc | 股票-循環性消費 | 2.68% | — | — | |
| 19 | KBR | Kbr Inc | 股票-工業 | 2.26% | — | -38.18% | |
| 20 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 1.80% | -0.37% | -5.78% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.76% | -1.63% | — | |
| 22 | AAPL | Apple Inc | 股票-科技 | 1.75% | -0.34% | -3.12% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.71% | -1.25% | -62.92% | |
| 24 | NTNX | Nutanix Inc - A | 股票-科技 | 1.24% | — | — | |
| 25 | FTNT | Fortinet Inc | 股票-科技 | 1.19% | — | — | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.19% | -2.18% | -75.79% | |
| 27 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 1.12% | — | — | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 1.05% | -0.24% | +322.47% | |
| 29 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.05% | -0.24% | -69.07% | |
| 30 | HAL | Halliburton Co | 股票-能源 | 0.75% | — | -61.36% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.68% | — | — | |
| 32 | MMM | 3m Co | 股票-工業 | 0.66% | -0.10% | — | |
| 33 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.59% | — | -52.18% | |
| 34 | APPF | Appfolio Inc - A | 股票-科技 | 0.55% | — | -72.83% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.48% | -0.16% | -8.40% | |
| 36 | ✓ | 股票-其他 | 0.36% | — | -33.62% | ||
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | +0.13% | NEW | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.24% | — | -23.69% | |
| 39 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.23% | — | — | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.21% | — | — | |
| 41 | EZPW | Ezcorp Inc-cl A | 股票-其他 | 0.20% | -0.01% | -10.39% | |
| 42 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.19% | +0.19% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NOW | Servicenow Inc | +2.6% | +238.74% | 加碼 |
| 2 | FIX | Comfort Systems USA Inc | +1.3% | +122.82% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +1.3% | +58.19% | 加碼 |
| 4 | FOUR | Shift4 Payments Inc-class A | +1.2% | +79.93% | 加碼 |
| 5 | TSLA | Tesla Inc | +0.7% | +322.47% | 加碼 |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.6% | +2.36% | 加碼 |
| 7 | ✓ | Cyberark Software LTD. Cmn | +0.3% | -1.21% | 減碼 |
| 8 | MMM | 3m Co | +0.1% | — | 不變 |
| 9 | ✓ | +0.1% | -33.62% | 減碼 | |
| 10 | V | Visa Inc-class A Shares | 0% | -0.28% | 減碼 |
| 11 | EZPW | Ezcorp Inc-cl A | 0% | -10.39% | 減碼 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -8.40% | 減碼 |
| 13 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -23.69% | 減碼 |
| 14 | AAPL | Apple Inc | -0.2% | -3.12% | 減碼 |
| 15 | SN | SharkNinja, Inc. | -0.6% | -3.09% | 減碼 |
| 16 | ARM | Arm Holdings Plc-adr | -0.8% | -52.18% | 減碼 |
| 17 | HPE | Hewlett Packard Enterprise | -1.1% | -80.08% | 減碼 |
| 18 | HAL | Halliburton Co | -1.2% | -61.36% | 減碼 |
| 19 | DECK | Deckers Outdoor CORP | -1.5% | -5.78% | 減碼 |
| 20 | MGY | Magnolia Oil & Gas CORP - A | -1.5% | -42.66% | 減碼 |
| 21 | APPF | Appfolio Inc - A | -1.6% | -72.83% | 減碼 |
| 22 | MELI | Mercadolibre Inc | -1.8% | -69.07% | 減碼 |
| 23 | KBR | Kbr Inc | -1.8% | -38.18% | 減碼 |
| 24 | NVDA | Nvidia CORP | -2.2% | -11.10% | 減碼 |
| 25 | GLD | Spdr Gold Shares | -2.7% | -75.79% | 減碼 |
| 26 | PLTR | Palantir Technologies Inc-a | -2.7% | -32.80% | 減碼 |
| 27 | GOOGL | Alphabet Inc-cl A | -2.9% | -30.23% | 減碼 |
| 28 | FTI | TechnipFMC plc | -3% | -42.76% | 減碼 |
| 29 | MSFT | Microsoft CORP | -3.2% | -62.92% | 減碼 |
| 30 | SMH | Vaneck Semiconductor ETF | — | NEW | 新建倉 |
| 31 | APP | Applovin Corp-class A | — | NEW | 新建倉 |
| 32 | AXON | Axon Enterprise Inc | — | NEW | 新建倉 |
| 33 | OWL | Blue Owl Capital Inc | — | NEW | 新建倉 |
| 34 | HUBS | Hubspot Inc | — | NEW | 新建倉 |
| 35 | CARG | Cargurus Inc | — | NEW | 新建倉 |
| 36 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | 新建倉 |
| 37 | NTNX | Nutanix Inc - A | — | NEW | 新建倉 |
| 38 | VERX | Vertex Inc - Class A | — | EXIT | 清倉 |
| 39 | FTNT | Fortinet Inc | — | NEW | 新建倉 |
| 40 | CWAN | Clearwater Analytics Holdings, Inc. | — | NEW | 新建倉 |
| 41 | CRM | Salesforce Inc | — | NEW | 新建倉 |
| 42 | MTSI | Macom Technology Solutions H | — | EXIT | 清倉 |
| 43 | COST | Costco Wholesale CORP | — | EXIT | 清倉 |
| 44 | PANW | Palo Alto Networks Inc | — | EXIT | 清倉 |
| 45 | AMPX | Amprius Technologies Inc | — | EXIT | 清倉 |
| 46 | SPOT | Spotify Technology S.A. | — | NEW | 新建倉 |
| 47 | ETN | Eaton Corporation plc | — | EXIT | 清倉 |
| 48 | IONQ | Ionq Inc | — | EXIT | 清倉 |
| 49 | HD | Home Depot Inc | — | NEW | 新建倉 |
| 50 | RCAT | Red Cat Holdings Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Bosman Wealth Management, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 42 個公開持股部位。
在 Q1 2025 季度，Bosman Wealth Management, LLC 按市值排列的前三大核心持股分別為：PLTR (10.4%)、NVDA (6.9%)、CYBERARK SOFTWARE LTD. CMN (5.8%)。其中最大持股部位 PLTR 佔據整體投資組合約 10.4% 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
SMH
市值: US$319.0萬
本季最大獲利了結 / 清倉標的
VERX
前期市值: US$121.2萬
在 Q1 2025 季度中，Bosman Wealth Management, LLC 共進行了 49 項持倉異動，包含新建倉 13 個部位、加碼 6 個部位、減碼 22 個部位以及清倉 8 個部位。 其中最大新建倉標的為 SMH。 本季清倉部位包含 VERX。
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。