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
456 檔
25.4%
在 Q4 2025 申報期間，Calamos Wealth Management LLC（CIK: 0001455258）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$33.1億，共持有 456 個公開申報部位。
Q4 2025 數據顯示 Calamos Wealth Management LLC 積極進場，新開立 41 個部位並同步加碼 87 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，Calamos Wealth Management LLC 的前 5 大核心持股（包含 AAPL, NVDA, IVV 等）合計佔整體申報市值的 25.4%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 456 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 | 7.44% | -0.07% | +1.09% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.17% | -0.08% | +7.37% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.09% | -0.06% | -0.24% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 4.73% | +0.38% | +0.50% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.58% | -0.48% | +3.17% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 4.28% | -0.17% | +1.44% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.05% | -0.44% | +1.48% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.05% | -0.26% | +3.70% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.44% | -0.23% | +5.37% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.27% | -0.04% | +2.17% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.10% | +0.14% | -11.64% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.87% | -0.25% | +1.70% | |
| 13 | UITB | Victoryshares Core Intermedi | ETF-其他 | 1.87% | -0.15% | +13.88% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.37% | +0.14% | +17.45% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.35% | -0.18% | -7.48% | |
| 16 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 1.22% | +0.23% | +0.98% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.20% | +0.07% | +0.49% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | -0.03% | +1.44% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 1.08% | -0.19% | +3.47% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.91% | -0.11% | -0.72% | |
| 21 | CAIE | Calamos Autocallable Inc ETF | ETF-其他 | 0.88% | +0.15% | +112.59% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.06% | +0.57% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.87% | -0.46% | +1017.22% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.86% | -0.09% | +3.09% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.82% | +0.80% | +208.95% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.78% | -0.02% | +0.05% | |
| 27 | BA | Boeing Co/the | 股票-工業 | 0.72% | -0.04% | -1.04% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.69% | -0.05% | -14.42% | |
| 29 | DHR | Danaher CORP | 股票-醫療保健 | 0.69% | -0.07% | +1.66% | |
| 30 | SO | Southern Co/the | 股票-公用事業 | 0.66% | -0.11% | -0.56% | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 0.65% | +0.17% | +5.92% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.63% | -0.04% | +39.61% | |
| 33 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.62% | -0.11% | +1.01% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.60% | -0.06% | +34.73% | |
| 35 | PLD | Prologis Inc | 股票-房地產 | 0.60% | -0.08% | -0.98% | |
| 36 | WM | Waste Management Inc | 股票-工業 | 0.60% | -0.10% | +27.63% | |
| 37 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.57% | +0.23% | +208.15% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.57% | -0.06% | +11.51% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.56% | -0.04% | -19.86% | |
| 40 | UBER | Uber Technologies Inc | 股票-工業 | 0.56% | -0.06% | -0.70% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.56% | -0.40% | -18.04% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | -0.04% | -13.07% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.54% | +0.01% | +13.47% | |
| 44 | INTU | Intuit Inc | 股票-科技 | 0.54% | -0.32% | +557.65% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.54% | +0.04% | +0.40% | |
| 46 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.52% | +0.02% | -1.55% | |
| 47 | SPGI | S&p Global Inc | 股票-金融 | 0.51% | -0.28% | -18.46% | |
| 48 | ADI | Analog Devices Inc | 股票-科技 | 0.50% | — | -13.30% | |
| 49 | DE | Deere & Co | 股票-工業 | 0.48% | -0.02% | -0.06% | |
| 50 | LIN | Linde plc | 股票-原物料 | 0.47% | -0.06% | -2.64% |
| # | 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 | +0.8% | +1.48% | 加碼 |
| 2 | AMAT | Applied Materials Inc | +0.6% | +208.95% | 加碼 |
| 3 | LLY | Eli Lilly & Co | +0.5% | +17.45% | 加碼 |
| 4 | INTU | Intuit Inc | +0.5% | +557.65% | 加碼 |
| 5 | CAIE | Calamos Autocallable Inc ETF | +0.4% | +112.59% | 加碼 |
| 6 | DDOG | Datadog Inc - Class A | +0.4% | +208.15% | 加碼 |
| 7 | AAPL | Apple Inc | +0.2% | +1.09% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +3.09% | 加碼 |
| 9 | CB | Chubb Limited | +0.2% | +34.73% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.2% | +7.37% | 加碼 |
| 11 | UITB | Victoryshares Core Intermedi | +0.1% | +13.88% | 加碼 |
| 12 | AVGO | Broadcom Inc | +0.1% | +5.37% | 加碼 |
| 13 | LRCX | Lam Research CORP | +0.1% | +56.37% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.1% | +3.70% | 加碼 |
| 15 | WM | Waste Management Inc | +0.1% | +27.63% | 加碼 |
| 16 | CANQ | Calamos Nasdaq Equity & Inco | +0.1% | +252.02% | 加碼 |
| 17 | DHR | Danaher CORP | +0.1% | +1.66% | 加碼 |
| 18 | WMT | Walmart Inc | +0.1% | +3.47% | 加碼 |
| 19 | SNPS | Synopsys Inc | +0.1% | +29.21% | 加碼 |
| 20 | SHOP | Shopify Inc - Class A | +0.1% | +49.93% | 加碼 |
| 21 | BCS | Barclays Plc-spons Adr | +0.1% | +36.62% | 加碼 |
| 22 | JNJ | Johnson & Johnson | +0.1% | -0.72% | 減碼 |
| 23 | AXP | American Express Co | +0.1% | +0.05% | 加碼 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +22.37% | 加碼 |
| 25 | HEI | Heico CORP | +0.1% | +319.34% | 加碼 |
| 26 | MUB | Ishares National Muni Bond E | +0.1% | +242.72% | 加碼 |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +13.47% | 加碼 |
| 28 | MS | Morgan Stanley | 0% | +0.40% | 加碼 |
| 29 | ABNB | Airbnb Inc-class A | 0% | +2.00% | 加碼 |
| 30 | AGG | Ishares Core U.s. Aggregate | 0% | +11.51% | 加碼 |
| 31 | QQQ | Invesco Qqq Trust Series 1 | 0% | +25.63% | 加碼 |
| 32 | VGT | Vanguard Info Tech ETF | 0% | +222.60% | 加碼 |
| 33 | MU | Micron Technology Inc | 0% | +24.42% | 加碼 |
| 34 | PLD | Prologis Inc | 0% | -0.98% | 減碼 |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.24% | 加碼 |
| 36 | CAT | Caterpillar Inc | 0% | +17.69% | 加碼 |
| 37 | ROK | Rockwell Automation Inc | 0% | +168.43% | 加碼 |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +2.17% | 加碼 |
| 39 | TSLA | Tesla Inc | 0% | +5.92% | 加碼 |
| 40 | CCJ | Cameco CORP | 0% | +35.29% | 加碼 |
| 41 | CRM | Salesforce Inc | 0% | +93.85% | 加碼 |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | +33.33% | 加碼 |
| 43 | VOO | Vanguard S&p 500 ETF | 0% | +7.76% | 加碼 |
| 44 | MRK | Merck & Co. Inc. | 0% | +22.39% | 加碼 |
| 45 | KLAC | Kla CORP | 0% | +14.36% | 加碼 |
| 46 | CSCO | Cisco Systems Inc | 0% | +24.83% | 加碼 |
| 47 | BAC | Bank Of America CORP | 0% | +14.86% | 加碼 |
| 48 | PFF | Ishares Preferred & Income S | 0% | +172.99% | 加碼 |
| 49 | CPSN | Cal S&p 500 Sr At Pr ETF - N | 0% | +227.41% | 加碼 |
| 50 | CPRO | Cals Rus 2000 S A P ETF Oct | 0% | +95.84% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Calamos Wealth Management LLC 在 Q4 2025 季度的美股持倉總市值約為 US$33.1億，共申報了 456 個公開持股部位。
在 Q4 2025 季度，Calamos Wealth Management LLC 按市值排列的前三大核心持股分別為：AAPL (7.4%)、NVDA (6.2%)、IVV (6.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.4% 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
IQV
市值: US$1192.6萬
本季最大獲利了結 / 清倉標的
SPOT
前期市值: US$1354.5萬
在 Q4 2025 季度中，Calamos Wealth Management LLC 共進行了 198 項持倉異動，包含新建倉 41 個部位、加碼 87 個部位、減碼 47 個部位以及清倉 23 個部位。 其中最大新建倉標的為 IQV。 本季清倉部位包含 SPOT。
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。