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: 0001455258
申報總市值
US$33.1億
US$33.1億
428 檔
24.5%
Q3 2025 季度申報顯示，Calamos Wealth Management LLC 揭露的美股組合總市值為 US$33.1億，涵蓋 428 個不同之權益投資部位。
觀察 Q3 2025 的申報異動，Calamos Wealth Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 160 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Calamos Wealth Management LLC 的前 5 大持股（包含 AAPL, IVV, NVDA）貢獻了組合市值的 24.5%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 428 檔）
| # | 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 | 7.21% | -0.07% | +12.91% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.24% | -0.06% | +1.00% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.01% | -0.08% | +9.19% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.97% | -0.48% | +9.14% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 4.82% | +0.38% | +2.26% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 4.29% | -0.17% | +3.87% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.24% | -0.44% | +1.55% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.93% | -0.26% | +8.44% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.43% | +0.14% | +0.07% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.31% | -0.23% | -3.37% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.25% | -0.04% | +6.98% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.10% | -0.25% | +22.05% | |
| 13 | UITB | Victoryshares Core Intermedi | ETF-其他 | 1.72% | -0.15% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.49% | -0.18% | -3.29% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.23% | +0.07% | -45.75% | |
| 16 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 1.22% | +0.23% | — | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | -0.03% | +3.85% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 1.04% | -0.46% | +19.47% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 1.01% | -0.19% | +3.93% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.00% | -0.05% | +6.94% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.06% | +3.44% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | +0.14% | -18.16% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | -0.11% | +6.53% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 0.75% | -0.04% | +19.12% | |
| 25 | SO | Southern Co/the | 股票-公用事業 | 0.75% | -0.11% | -2.44% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.73% | -0.02% | +10.73% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.73% | -0.40% | +2307.41% | |
| 28 | UBER | Uber Technologies Inc | 股票-工業 | 0.71% | -0.06% | +24.91% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.68% | -0.04% | -30.90% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.68% | -0.09% | +10.39% | |
| 31 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.66% | +0.02% | +3.72% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.66% | -0.04% | +7.14% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.64% | -0.04% | +7.94% | |
| 34 | TSLA | Tesla Inc | 股票-循環性消費 | 0.63% | +0.17% | +36.84% | |
| 35 | DHR | Danaher CORP | 股票-醫療保健 | 0.61% | -0.07% | +40.98% | |
| 36 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.61% | -0.11% | +2.88% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.61% | -0.28% | +32.18% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.60% | +0.13% | +6023.79% | |
| 39 | PLD | Prologis Inc | 股票-房地產 | 0.57% | -0.08% | +27.57% | |
| 40 | LIN | Linde plc | 股票-原物料 | 0.57% | -0.06% | -8.61% | |
| 41 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.55% | -0.03% | +52.32% | |
| 42 | ADI | Analog Devices Inc | 股票-科技 | 0.54% | — | -19.87% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.53% | -0.06% | +6.57% | |
| 44 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.53% | — | +6.35% | |
| 45 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.52% | -0.02% | +1.78% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.50% | +0.01% | +175.15% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.50% | +0.04% | +12.00% | |
| 48 | WM | Waste Management Inc | 股票-工業 | 0.50% | -0.10% | +2.68% | |
| 49 | DE | Deere & Co | 股票-工業 | 0.49% | -0.02% | +2.11% | |
| 50 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.49% | -0.06% | +311.93% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | +9.19% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +1.2% | +22.05% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.9% | -3.37% | 加碼 |
| 4 | CVX | Chevron CORP | +0.7% | +2307.41% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.6% | +3.44% | 加碼 |
| 6 | TXN | Texas Instruments Inc | +0.6% | +6023.79% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.5% | +9.14% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.55% | 加碼 |
| 9 | SPOT | Spotify Technology S.A. | +0.4% | +311.93% | 加碼 |
| 10 | ETN | Eaton Corporation plc | +0.4% | — | 加碼 |
| 11 | TSLA | Tesla Inc | +0.3% | +36.84% | 加碼 |
| 12 | BA | Boeing Co/the | +0.2% | +19.12% | 加碼 |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +29.46% | 加碼 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +10.84% | 加碼 |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +156.09% | 加碼 |
| 16 | UBER | Uber Technologies Inc | +0.1% | +24.91% | 加碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +10.39% | 加碼 |
| 18 | NFLX | Netflix Inc | +0.1% | +19.47% | 加碼 |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | +3.87% | 加碼 |
| 20 | DASH | Doordash Inc - A | +0.1% | +3.72% | 加碼 |
| 21 | SNOW | Snowflake Inc | +0.1% | +2.38% | 加碼 |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +41.19% | 加碼 |
| 23 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +81.01% | 加碼 |
| 24 | MS | Morgan Stanley | +0.1% | +12.00% | 加碼 |
| 25 | LMT | Lockheed Martin CORP | +0.1% | +2.06% | 加碼 |
| 26 | NET | Cloudflare Inc - Class A | +0.1% | +0.85% | 加碼 |
| 27 | BSX | Boston Scientific CORP | +0.1% | +52.32% | 加碼 |
| 28 | LRCX | Lam Research CORP | +0.1% | +14.40% | 加碼 |
| 29 | ANET | Arista Networks Inc | +0.1% | +21.37% | 加碼 |
| 30 | CPSJ | Calamos S&p 500 Sap ETF July | +0.1% | +167.67% | 加碼 |
| 31 | ORCL | Oracle CORP | 0% | -30.90% | 減碼 |
| 32 | ABBV | Abbvie Inc | 0% | +74.70% | 加碼 |
| 33 | INTU | Intuit Inc | 0% | -1.10% | 加碼 |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 加碼 |
| 35 | MO | Altria Group Inc | 0% | +411.86% | 加碼 |
| 36 | IBM | Intl Business Machines CORP | 0% | +75.73% | 加碼 |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +119.12% | 加碼 |
| 38 | CAT | Caterpillar Inc | 0% | +38.04% | 加碼 |
| 39 | GLD | Spdr Gold Shares | 0% | +243.48% | 加碼 |
| 40 | VZ | Verizon Communications Inc | 0% | — | 加碼 |
| 41 | IWF | Ishares Russell 1000 Growth | 0% | +3.15% | 加碼 |
| 42 | QQQ | Invesco Qqq Trust Series 1 | 0% | +4.38% | 加碼 |
| 43 | IWB | Ishares Russell 1000 ETF | 0% | +16.51% | 加碼 |
| 44 | KLAC | Kla CORP | 0% | +4.83% | 加碼 |
| 45 | ABT | Abbott Laboratories | 0% | +90.11% | 加碼 |
| 46 | RTX | Rtx CORP | 0% | +28.40% | 加碼 |
| 47 | TRV | Travelers Cos Inc/the | 0% | +3.76% | 加碼 |
| 48 | T | At&t Inc | 0% | +237.12% | 加碼 |
| 49 | AMGN | Amgen Inc | 0% | +136.11% | 加碼 |
| 50 | C | Citigroup Inc | 0% | +94.13% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Calamos Wealth Management LLC 在 Q3 2025 季度的美股持倉總市值約為 US$33.1億，共申報了 428 個公開持股部位。
在 Q3 2025 季度，Calamos Wealth Management LLC 按市值排列的前三大核心持股分別為：AAPL (7.2%)、IVV (6.2%)、NVDA (6.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.2% 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
UITB
市值: US$4769.1萬
本季最大獲利了結 / 清倉標的
HES
前期市值: US$1390.7萬
在 Q3 2025 季度中，Calamos Wealth Management LLC 共進行了 200 項持倉異動，包含新建倉 57 個部位、加碼 103 個部位、減碼 30 個部位以及清倉 10 個部位。 其中最大新建倉標的為 UITB。 本季清倉部位包含 HES。
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。