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: 0002052379
申報總市值
US$1.8億
US$1.8億
129 檔
12.8%
在 Q3 2025 申報期間，BXM Wealth LLC（CIK: 0002052379）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$1.8億，共持有 129 個公開申報部位。
BXM Wealth LLC 於 Q3 2025 展現出進攻型調倉步調，本季推動了 41 檔股票的新建倉與 52 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，BXM Wealth LLC 的前 5 大核心持股（包含 AVGO, QQQ, AAPL 等）合計佔整體申報市值的 12.8%，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 | AVGO | Broadcom Inc | 股票-科技 | 5.63% | +0.30% | +25.04% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.60% | +0.66% | +57.15% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.24% | -0.70% | +3.78% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.92% | +0.30% | +45.77% | |
| 5 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 2.86% | -0.58% | -59.04% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.79% | +0.79% | +194.56% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.68% | +0.08% | +9.39% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.46% | -0.36% | — | |
| 9 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 2.31% | -0.05% | — | |
| 10 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 2.19% | +0.95% | +40.15% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 2.18% | -0.30% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.10% | -0.09% | +23.41% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 2.05% | -0.14% | +16.62% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | -0.15% | +17.80% | |
| 15 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.55% | -0.13% | — | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.43% | -0.30% | +13.56% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.36% | -0.29% | -3.51% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.27% | -0.14% | +77.53% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.26% | -0.05% | +14.58% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.24% | -0.38% | +1.51% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.23% | -0.82% | -13.20% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.21% | -0.14% | -3.96% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.09% | +0.08% | +34.47% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 1.00% | -0.22% | +15.06% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 0.97% | +0.28% | +52.66% | |
| 26 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.96% | -0.14% | +21.17% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 0.96% | -0.16% | +17.21% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | -0.07% | +16.22% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | -0.05% | +34.22% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | -0.03% | -1.60% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 0.85% | +0.16% | +25.81% | |
| 32 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.84% | -0.16% | — | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 0.80% | -0.16% | — | |
| 34 | FDTX | Fidelity Disrupt Tech ETF | ETF-科技型 | 0.76% | +0.08% | -1.28% | |
| 35 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.74% | -0.12% | — | |
| 36 | ITW | Illinois Tool Works | 股票-工業 | 0.74% | -0.09% | +11.84% | |
| 37 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.71% | -0.21% | — | |
| 38 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.69% | — | — | |
| 39 | TSLA | Tesla Inc | 股票-循環性消費 | 0.69% | -0.02% | -9.41% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.69% | +0.02% | +19.68% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.68% | — | +27.03% | |
| 42 | SMHX | Vaneck Fables Smicndctr ETF | ETF-其他 | 0.66% | +0.11% | -6.43% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.63% | -0.16% | +5.14% | |
| 44 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.62% | -0.28% | -11.87% | |
| 45 | BMNR | Bitmine Immersion Technologi | 股票-金融 | 0.62% | -0.06% | — | |
| 46 | FPEI | First Trust Institutional Pr | ETF-其他 | 0.61% | -0.11% | — | |
| 47 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.58% | -1.21% | +13.73% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.17% | +17.23% | |
| 49 | BKGI | Bny Mellon Glbl Infra Inc | ETF-其他 | 0.57% | +0.21% | — | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.54% | -0.06% | +50.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.5% | +25.04% | 加碼 |
| 2 | VOO | Vanguard S&p 500 ETF | +1.3% | +194.56% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.9% | +45.77% | 加碼 |
| 4 | ORCL | Oracle CORP | +0.9% | +16.62% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.7% | +9.39% | 加碼 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.5% | +21.17% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.4% | +23.41% | 加碼 |
| 8 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.3% | +40.15% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | +17.80% | 加碼 |
| 10 | CSCO | Cisco Systems Inc | +0.3% | +52.66% | 加碼 |
| 11 | PH | Parker Hannifin CORP | +0.2% | +78.17% | 加碼 |
| 12 | TQQQ | Proshares Ultrapro Qqq | +0.2% | -59.04% | 減碼 |
| 13 | TSLA | Tesla Inc | +0.2% | -9.41% | 減碼 |
| 14 | PM | Philip Morris International | +0.2% | — | 加碼 |
| 15 | ABBV | Abbvie Inc | +0.1% | +34.47% | 加碼 |
| 16 | RTX | Rtx CORP | +0.1% | +17.21% | 加碼 |
| 17 | V | Visa Inc-class A Shares | +0.1% | +52.71% | 加碼 |
| 18 | RF | Regions Financial CORP | +0.1% | +45.77% | 加碼 |
| 19 | EMR | Emerson Electric Co | +0.1% | +35.00% | 加碼 |
| 20 | MCD | Mcdonald's CORP | +0.1% | +50.72% | 加碼 |
| 21 | MPWR | Monolithic Power Systems Inc | +0.1% | — | 不變 |
| 22 | AMZN | Amazon.com Inc | +0.1% | -3.96% | 加碼 |
| 23 | WMT | Walmart Inc | +0.1% | +15.06% | 加碼 |
| 24 | CAT | Caterpillar Inc | +0.1% | -2.29% | 加碼 |
| 25 | META | Meta Platforms Inc-class A | +0.1% | -1.60% | 加碼 |
| 26 | GPC | Genuine Parts Co | +0.1% | +23.71% | 加碼 |
| 27 | WFC | Wells Fargo & Co | +0.1% | +16.14% | 加碼 |
| 28 | VUG | Vanguard Growth ETF | 0% | — | 不變 |
| 29 | COP | Conocophillips | 0% | +57.72% | 加碼 |
| 30 | KO | Coca-cola Co/the | 0% | +71.55% | 加碼 |
| 31 | CAVA | Cava Group Inc | 0% | — | 加碼 |
| 32 | IBM | Intl Business Machines CORP | 0% | +14.58% | 加碼 |
| 33 | TXN | Texas Instruments Inc | 0% | +25.81% | 加碼 |
| 34 | ABT | Abbott Laboratories | 0% | +27.39% | 加碼 |
| 35 | IWF | Ishares Russell 1000 Growth | 0% | — | 不變 |
| 36 | KMI | Kinder Morgan, Inc. | 0% | +43.00% | 加碼 |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | — | 加碼 |
| 38 | PANW | Palo Alto Networks Inc | — | — | 加碼 |
| 39 | SGMOQ | Sangamo Therapeutics Inc | — | -0.80% | 減碼 |
| 40 | MMM | 3m Co | 0% | +15.73% | 加碼 |
| 41 | NVS | Novartis Ag-sponsored Adr | 0% | +5.14% | 加碼 |
| 42 | DUK | Duke Energy CORP | 0% | +46.38% | 加碼 |
| 43 | IDEV | Ishares Core Msci Dev Mkts | 0% | — | 不變 |
| 44 | DIS | Walt Disney Co/the | 0% | -2.28% | 減碼 |
| 45 | ITW | Illinois Tool Works | -0.1% | +11.84% | 加碼 |
| 46 | WMB | Williams Cos Inc | -0.1% | +5.36% | 加碼 |
| 47 | PSX | Phillips 66 | -0.1% | — | 不變 |
| 48 | SO | Southern Co/the | -0.1% | — | 不變 |
| 49 | XOM | Exxon Mobil CORP | -0.1% | +17.23% | 加碼 |
| 50 | AMGN | Amgen Inc | -0.1% | +50.10% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，BXM Wealth LLC 在 Q3 2025 季度的美股持倉總市值約為 US$1.8億，共申報了 129 個公開持股部位。
在 Q3 2025 季度，BXM Wealth LLC 按市值排列的前三大核心持股分別為：AVGO (5.6%)、QQQ (5.6%)、AAPL (5.2%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.6% 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
QQQM
市值: US$163.2萬
本季最大獲利了結 / 清倉標的
BRK-A
前期市值: US$239.5萬
在 Q3 2025 季度中，BXM Wealth LLC 共進行了 129 項持倉異動，包含新建倉 41 個部位、加碼 52 個部位、減碼 21 個部位以及清倉 15 個部位。 其中最大新建倉標的為 QQQM。 本季清倉部位包含 BRK-A。
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。