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
185 檔
21.9%
根據最新整理的 13F 季度數據集，Burling Wealth Partners, LLC 於 Q4 2025 結束時的管理資產規模為 US$6.8億。該機構在本季度申報了 185 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，Burling Wealth Partners, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 3 個新部位，並對 30 個既有持股進行加碼（合計增持 33 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, AMZN）占據了總市值的 21.9%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 5.46% | +0.18% | +9.24% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.39% | -0.40% | +6.43% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.43% | +0.17% | +5.66% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.12% | +0.19% | +10.70% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.89% | +0.39% | +1.27% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.24% | +0.02% | +4.22% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.14% | +0.16% | +2.37% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.72% | +0.30% | +9.07% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.61% | +0.12% | -12.01% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.44% | +0.24% | +6.02% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.42% | +0.27% | +6.77% | |
| 12 | BX | Blackstone Inc | 股票-金融 | 2.23% | -0.16% | +0.22% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.22% | +0.36% | +6.05% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.95% | -0.18% | +16.44% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.85% | +0.17% | +38.82% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.81% | -0.11% | +5.42% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.77% | +0.07% | +3.85% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.70% | -0.34% | +3.00% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | -0.06% | +12.03% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.37% | +0.74% | +14.18% | |
| 21 | RTX | Rtx CORP | 股票-工業 | 1.26% | -0.14% | +5.67% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.22% | +0.12% | -1.27% | |
| 23 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.09% | -0.17% | +10.82% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.07% | -0.15% | +14.17% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.04% | — | +6.57% | |
| 26 | HON | Honeywell International Inc | 股票-工業 | 1.00% | -1.22% | EXIT | |
| 27 | WM | Waste Management Inc | 股票-工業 | 0.98% | -0.12% | +6.34% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.95% | +0.39% | +38.55% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 0.93% | -0.41% | EXIT | |
| 30 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.92% | +0.22% | +7.65% | |
| 31 | DHR | Danaher CORP | 股票-醫療保健 | 0.85% | -0.15% | +2.57% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.85% | +0.24% | -3.29% | |
| 33 | PLD | Prologis Inc | 股票-房地產 | 0.78% | -0.04% | +28.03% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.77% | +0.11% | +116.11% | |
| 35 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.70% | -0.22% | -12.19% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -1.06% | EXIT | |
| 37 | ROP | Roper Technologies Inc | 股票-科技 | 0.68% | -0.02% | -13.55% | |
| 38 | SYK | Stryker CORP | 股票-醫療保健 | 0.68% | -0.03% | +6.44% | |
| 39 | CME | Cme Group Inc | 股票-金融 | 0.67% | -0.23% | -6.30% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.65% | -0.57% | -1.37% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | -0.08% | -0.07% | |
| 42 | ARES | Ares Management CORP - A | 股票-金融 | 0.64% | — | +3.76% | |
| 43 | ITW | Illinois Tool Works | 股票-工業 | 0.63% | -0.11% | +5.64% | |
| 44 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.58% | -0.14% | -9.70% | |
| 45 | VLTO | Veralto CORP | 股票-工業 | 0.58% | — | +0.19% | |
| 46 | NDAQ | Nasdaq Inc | 股票-金融 | 0.57% | -0.08% | +14.75% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.57% | -0.06% | -0.33% | |
| 48 | ETN | Eaton Corporation plc | 股票-工業 | 0.56% | +0.11% | +63.00% | |
| 49 | LIN | Linde plc | 股票-原物料 | 0.54% | -0.01% | +1.22% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | +0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | +1.27% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | +9.07% | 加碼 |
| 3 | LLY | Eli Lilly & Co | +0.6% | +6.05% | 加碼 |
| 4 | AAPL | Apple Inc | +0.5% | +9.24% | 加碼 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +38.82% | 加碼 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.4% | +116.11% | 加碼 |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.3% | +38.55% | 加碼 |
| 8 | PLD | Prologis Inc | +0.2% | +28.03% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +5.66% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.2% | +10.70% | 加碼 |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +124.09% | 加碼 |
| 12 | NEE | Nextera Energy Inc | +0.1% | +14.17% | 加碼 |
| 13 | ETN | Eaton Corporation plc | +0.1% | +63.00% | 加碼 |
| 14 | ORLY | O'reilly Automotive Inc | +0.1% | +107.35% | 加碼 |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +14.18% | 加碼 |
| 16 | TFLO | Ishares Treasury Floating Ra | +0.1% | +101.25% | 加碼 |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +126.27% | 加碼 |
| 18 | CRM | Salesforce Inc | +0.1% | +6.57% | 加碼 |
| 19 | RTX | Rtx CORP | +0.1% | +5.67% | 加碼 |
| 20 | TJX | Tjx Companies Inc | +0.1% | +10.82% | 加碼 |
| 21 | NDAQ | Nasdaq Inc | +0.1% | +14.75% | 加碼 |
| 22 | DHR | Danaher CORP | +0.1% | +2.57% | 加碼 |
| 23 | SU | Suncor Energy Inc | +0.1% | +23.33% | 加碼 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +12.03% | 加碼 |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | +6.77% | 加碼 |
| 26 | INTU | Intuit Inc | 0% | +15.63% | 加碼 |
| 27 | VB | Vanguard Small-cap ETF | 0% | +6.02% | 加碼 |
| 28 | JPM | Jpmorgan Chase & Co | — | +4.22% | 加碼 |
| 29 | MA | Mastercard Inc - A | 0% | +5.42% | 加碼 |
| 30 | VBIL | Vanguard 0-3m T-bill ETF | -0.1% | -48.17% | 減碼 |
| 31 | AMT | American Tower CORP | -0.1% | -12.91% | 減碼 |
| 32 | MRSH | Marsh & Mclennan Cos | -0.2% | -9.70% | 減碼 |
| 33 | TYL | Tyler Technologies Inc | -0.2% | -20.78% | 減碼 |
| 34 | HD | Home Depot Inc | -0.2% | -1.37% | 減碼 |
| 35 | HON | Honeywell International Inc | -0.2% | -3.49% | 減碼 |
| 36 | CHD | Church & Dwight Co Inc | -0.2% | -29.58% | 減碼 |
| 37 | AZO | Autozone Inc | -0.2% | -28.25% | 減碼 |
| 38 | ORCL | Oracle CORP | -0.2% | -2.10% | 減碼 |
| 39 | ROP | Roper Technologies Inc | -0.3% | -13.55% | 減碼 |
| 40 | ZTS | Zoetis Inc | -0.3% | -24.53% | 減碼 |
| 41 | TMUS | T-mobile US Inc | -0.3% | -12.19% | 減碼 |
| 42 | SGOV | Ishares 0-3 Month Treasury B | -0.4% | -83.49% | 減碼 |
| 43 | BX | Blackstone Inc | -0.4% | +0.22% | 加碼 |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -12.01% | 減碼 |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | — | EXIT | 清倉 |
| 46 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新建倉 |
| 47 | AZN | AstraZeneca PLC | — | NEW | 新建倉 |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清倉 |
| 49 | SARO | Standardaero Inc | — | NEW | 新建倉 |
| 50 | FISV | Fiserv Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Burling Wealth Partners, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$6.8億，共申報了 185 個公開持股部位。
在 Q4 2025 季度，Burling Wealth Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (5.5%)、MSFT (5.4%)、AMZN (4.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.5% 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
IEFA
市值: US$241.5萬
本季最大獲利了結 / 清倉標的
SHV
前期市值: US$674.8萬
在 Q4 2025 季度中，Burling Wealth Partners, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 30 個部位、減碼 14 個部位以及清倉 3 個部位。 其中最大新建倉標的為 IEFA。 本季清倉部位包含 SHV。
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。