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: 0002054946
申報總市值
US$6.8億
US$6.8億
176 檔
19.7%
在 Q3 2025 申報期間，Burling Wealth Partners, LLC（CIK: 0002054946）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$6.8億，共持有 176 個公開申報部位。
Q3 2025 數據顯示 Burling Wealth Partners, 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。
在資產配置集中度方面，Burling Wealth Partners, LLC 的前 5 大核心持股（包含 MSFT, AAPL, AMZN 等）合計佔整體申報市值的 19.7%，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 | MSFT | Microsoft CORP | 股票-科技 | 5.78% | -0.40% | +1.61% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.99% | +0.18% | +1.43% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.25% | +0.17% | +2.16% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.97% | +0.19% | +3.20% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.31% | +0.16% | -1.26% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.24% | +0.02% | -1.24% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.18% | +0.39% | -0.94% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.09% | +0.12% | +92.42% | |
| 9 | BX | Blackstone Inc | 股票-金融 | 2.63% | -0.16% | -4.30% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.41% | +0.24% | +2.69% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.38% | +0.27% | -4.71% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.06% | +0.30% | +2.29% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.99% | -0.18% | +17.97% | |
| 14 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.88% | -0.34% | -0.51% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.84% | +0.07% | +2.78% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.82% | -0.11% | +8.59% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.58% | +0.36% | +20.38% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.39% | +0.17% | -1.35% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.35% | -0.06% | +8.86% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.29% | +0.12% | +6.01% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.25% | +0.74% | +21.55% | |
| 22 | HON | Honeywell International Inc | 股票-工業 | 1.19% | -1.22% | EXIT | |
| 23 | RTX | Rtx CORP | 股票-工業 | 1.16% | -0.14% | +16.72% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.12% | -0.91% | EXIT | |
| 25 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.00% | -0.22% | +30.20% | |
| 26 | WM | Waste Management Inc | 股票-工業 | 0.99% | -0.12% | +15.00% | |
| 27 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.99% | -0.17% | +16.89% | |
| 28 | ROP | Roper Technologies Inc | 股票-科技 | 0.94% | -0.02% | +10.11% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.94% | -0.15% | +7.70% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.93% | — | +6.06% | |
| 31 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.91% | +0.22% | +25.96% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.91% | +0.24% | +60.84% | |
| 33 | INTU | Intuit Inc | 股票-科技 | 0.89% | -0.41% | EXIT | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.83% | -0.57% | +8.40% | |
| 35 | DHR | Danaher CORP | 股票-醫療保健 | 0.77% | -0.15% | -5.19% | |
| 36 | CME | Cme Group Inc | 股票-金融 | 0.75% | -0.23% | -17.73% | |
| 37 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.75% | -0.14% | +2.52% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.73% | -0.08% | -13.55% | |
| 39 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.72% | -0.37% | EXIT | |
| 40 | SYK | Stryker CORP | 股票-醫療保健 | 0.72% | -0.03% | +34.64% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.70% | +0.39% | +23.73% | |
| 42 | ITW | Illinois Tool Works | 股票-工業 | 0.67% | -0.11% | -6.48% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -1.06% | EXIT | |
| 44 | VLTO | Veralto CORP | 股票-工業 | 0.66% | — | +10.59% | |
| 45 | ARES | Ares Management CORP - A | 股票-金融 | 0.65% | — | +18.58% | |
| 46 | LIN | Linde plc | 股票-原物料 | 0.63% | -0.01% | +24.93% | |
| 47 | PLD | Prologis Inc | 股票-房地產 | 0.58% | -0.04% | +33.36% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | +0.03% | +244.57% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.06% | -2.17% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | -0.06% | -16.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.1% | +92.42% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.8% | +3.20% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.8% | +1.61% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.94% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.6% | +17.97% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +2.29% | 加碼 |
| 7 | VEU | Vanguard Ftse All-world Ex-u | +0.4% | +60.84% | 加碼 |
| 8 | IWF | Ishares Russell 1000 Growth | +0.4% | +244.57% | 加碼 |
| 9 | AZO | Autozone Inc | +0.4% | +39.68% | 加碼 |
| 10 | RTX | Rtx CORP | +0.3% | +16.72% | 加碼 |
| 11 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | -51.21% | 加碼 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.3% | +21.55% | 加碼 |
| 13 | IWD | Ishares Russell 1000 Value E | +0.2% | +341.43% | 加碼 |
| 14 | ORCL | Oracle CORP | +0.2% | -2.17% | 減碼 |
| 15 | TJX | Tjx Companies Inc | +0.2% | +16.89% | 加碼 |
| 16 | SYK | Stryker CORP | +0.2% | +34.64% | 加碼 |
| 17 | LIN | Linde plc | +0.2% | +24.93% | 加碼 |
| 18 | PLD | Prologis Inc | +0.2% | +33.36% | 加碼 |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -1.35% | 加碼 |
| 20 | XOM | Exxon Mobil CORP | +0.2% | +29.69% | 加碼 |
| 21 | NDAQ | Nasdaq Inc | +0.1% | +28.86% | 加碼 |
| 22 | TMUS | T-mobile US Inc | +0.1% | +30.20% | 加碼 |
| 23 | ARES | Ares Management CORP - A | +0.1% | +18.58% | 加碼 |
| 24 | INTU | Intuit Inc | +0.1% | +9.15% | 加碼 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -1.24% | 加碼 |
| 26 | WM | Waste Management Inc | +0.1% | +15.00% | 加碼 |
| 27 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +25.96% | 加碼 |
| 28 | LLY | Eli Lilly & Co | 0% | +20.38% | 加碼 |
| 29 | IWM | Ishares Russell 2000 ETF | 0% | +6.01% | 加碼 |
| 30 | MA | Mastercard Inc - A | -0.1% | +8.59% | 加碼 |
| 31 | ABBV | Abbvie Inc | -0.1% | +2.78% | 加碼 |
| 32 | AMZN | Amazon.com Inc | -0.1% | +2.16% | 加碼 |
| 33 | BX | Blackstone Inc | -0.2% | -4.30% | 減碼 |
| 34 | VB | Vanguard Small-cap ETF | -0.3% | +2.69% | 加碼 |
| 35 | AAPL | Apple Inc | -0.4% | +1.43% | 加碼 |
| 36 | OKE | Oneok Inc | -0.4% | -26.91% | 減碼 |
| 37 | AZNN | Astrazeneca Plc-spons Adr | -0.4% | -30.95% | 減碼 |
| 38 | VO | Vanguard Mid-cap ETF | -0.4% | -1.26% | 減碼 |
| 39 | KDP | Keurig Dr Pepper Inc | -0.4% | -86.97% | 減碼 |
| 40 | MRK | Merck & Co. Inc. | -0.5% | -23.44% | 減碼 |
| 41 | CME | Cme Group Inc | -0.5% | -17.73% | 減碼 |
| 42 | PG | Procter & Gamble Co/the | -0.5% | -13.55% | 減碼 |
| 43 | AMT | American Tower CORP | -0.5% | -20.18% | 減碼 |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | 新建倉 |
| 45 | TYL | Tyler Technologies Inc | — | NEW | 新建倉 |
| 46 | ETN | Eaton Corporation plc | — | NEW | 新建倉 |
| 47 | UNH | Unitedhealth Group Inc | — | EXIT | 清倉 |
| 48 | ELV | Elevance Health Inc | — | EXIT | 清倉 |
| 49 | VGUS | Vanguard Ultra Shrt Treasury | — | NEW | 新建倉 |
| 50 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Burling Wealth Partners, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$6.8億，共申報了 176 個公開持股部位。
在 Q3 2025 季度，Burling Wealth Partners, LLC 按市值排列的前三大核心持股分別為：MSFT (5.8%)、AAPL (5.0%)、AMZN (4.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.8% 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
SHV
市值: US$674.8萬
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$161.4萬
在 Q3 2025 季度中，Burling Wealth Partners, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 33 個部位、減碼 10 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SHV。 本季清倉部位包含 UNH。
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。