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: 0002030780
申報總市值
US$59.8億
US$59.8億
541 檔
4.6%
在 Q3 2025 申報期間，Diversify Wealth Management, LLC（CIK: 0002030780）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$59.8億，共持有 541 個公開申報部位。
Q3 2025 數據顯示 Diversify Wealth Management, LLC 積極進場，新開立 26 個部位並同步加碼 124 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 SPYG, SPYV, DFAU）累計市值佔比達 4.6%，是驅動 Diversify Wealth Management, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 541 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.76% | +0.07% | +4.15% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 3.30% | +0.17% | +12.39% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-其他 | 3.02% | -0.03% | -6.36% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.98% | -0.62% | +0.58% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.79% | -0.85% | -2.62% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.00% | +0.15% | +7.35% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.71% | +0.54% | +4.06% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.60% | -0.26% | +1.02% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | -0.08% | +3.15% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.35% | +0.11% | +6.83% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.30% | -0.12% | +1.84% | |
| 12 | NOW | Servicenow Inc | 股票-科技 | 1.27% | +0.08% | -0.89% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.09% | -0.15% | +4.40% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.07% | -0.39% | +6.10% | |
| 15 | CGCP | Cap Group Core Plus Income | ETF-其他 | 1.04% | -0.09% | +6.08% | |
| 16 | BKMC | Bny Mellon US M/c Core ETF | ETF-其他 | 1.02% | — | +3.63% | |
| 17 | DFAI | Dimensional International Co | ETF-其他 | 0.99% | -0.01% | -8.35% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.89% | -0.08% | -0.38% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.89% | -0.16% | +8.31% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.87% | -0.01% | -2.69% | |
| 21 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 0.85% | — | -1.72% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.82% | — | +3.35% | |
| 23 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.74% | +0.04% | +8.95% | |
| 24 | IHDG | Wisdomtree International Hed | ETF-其他 | 0.74% | -0.01% | +2.77% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.69% | -0.22% | +1.40% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.69% | -0.15% | -3.06% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.66% | -0.01% | +6.51% | |
| 28 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.65% | +0.30% | +4.03% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.64% | — | +1.19% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | -0.21% | +1.10% | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 0.61% | +0.03% | -1.04% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.59% | — | +3.17% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | +0.04% | +3.82% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.55% | — | +0.03% | |
| 35 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.55% | +0.02% | +14.23% | |
| 36 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.52% | +0.02% | +12.57% | |
| 37 | PKG | Packaging CORP Of America | 股票-循環性消費 | 0.52% | +0.01% | +0.00% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.52% | +0.07% | +2.82% | |
| 39 | RUN | Sunrun Inc | 股票-科技 | 0.51% | -0.03% | +57.94% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.50% | +0.02% | -0.84% | |
| 41 | HQY | Healthequity Inc | 股票-醫療保健 | 0.50% | +0.02% | -0.02% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.50% | -0.02% | -9.78% | |
| 43 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.49% | +0.05% | +14.01% | |
| 44 | STGW | Stagwell Inc | 股票-其他 | 0.48% | +0.01% | — | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.47% | -0.01% | +1.21% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.47% | -0.15% | -1.27% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.46% | — | +4.12% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.45% | -0.01% | +11.02% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.44% | +0.11% | +7.45% | |
| 50 | SNOW | Snowflake Inc | 股票-科技 | 0.44% | +0.25% | +3.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | -2.62% | 加碼 |
| 2 | NOW | Servicenow Inc | +0.8% | -0.89% | 加碼 |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.5% | +4.15% | 加碼 |
| 4 | RUN | Sunrun Inc | +0.4% | +57.94% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.4% | +8.31% | 加碼 |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | +12.39% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.3% | +2.82% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -0.38% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.3% | -1.04% | 加碼 |
| 10 | ORCL | Oracle CORP | +0.2% | -3.06% | 減碼 |
| 11 | AMZN | Amazon.com Inc | +0.2% | +1.02% | 加碼 |
| 12 | APP | Applovin Corp-class A | +0.2% | +0.92% | 加碼 |
| 13 | SNOW | Snowflake Inc | +0.1% | +3.85% | 加碼 |
| 14 | ANET | Arista Networks Inc | +0.1% | +4.57% | 加碼 |
| 15 | FIX | Comfort Systems USA Inc | +0.1% | -18.23% | 減碼 |
| 16 | MSFT | Microsoft CORP | +0.1% | +3.15% | 加碼 |
| 17 | AAPL | Apple Inc | +0.1% | +4.06% | 加碼 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.27% | 減碼 |
| 19 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +11.02% | 加碼 |
| 20 | STRL | Sterling Infrastructure Inc | +0.1% | +7.16% | 加碼 |
| 21 | SHOP | Shopify Inc - Class A | +0.1% | -6.41% | 減碼 |
| 22 | NRG | Nrg Energy Inc | +0.1% | +4.39% | 加碼 |
| 23 | CMI | Cummins Inc | +0.1% | +2.38% | 加碼 |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.58% | 加碼 |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +102.90% | 加碼 |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.83% | 加碼 |
| 27 | TEM | Tempus Ai Inc-cl A | +0.1% | +2.96% | 加碼 |
| 28 | CW | Curtiss-wright CORP | +0.1% | +2.86% | 加碼 |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +7.35% | 加碼 |
| 30 | XLK | Ss Technology Select Sector | +0.1% | +2.32% | 加碼 |
| 31 | CELH | Celsius Holdings Inc | +0.1% | +0.49% | 加碼 |
| 32 | ELF | Elf Beauty Inc | +0.1% | -2.93% | 加碼 |
| 33 | PLTU | Dire Dly Pltr Bul 2x Etf-usd | +0.1% | — | 加碼 |
| 34 | MU | Micron Technology Inc | +0.1% | +8.22% | 加碼 |
| 35 | EDGI | 3edge Dyna I National Eq ETF | +0.1% | +23.98% | 加碼 |
| 36 | CGDV | Cap Group Dividend Value | +0.1% | +30.80% | 加碼 |
| 37 | NVT | nVent Electric plc | +0.1% | +4.31% | 加碼 |
| 38 | MEDP | Medpace Holdings Inc | +0.1% | +4.75% | 加碼 |
| 39 | NVDL | Granitesh 2x Lng Nvda ETF | +0.1% | — | 減碼 |
| 40 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.10% | 加碼 |
| 41 | JPM | Jpmorgan Chase & Co | +0.1% | +3.82% | 加碼 |
| 42 | BAC | Bank Of America CORP | +0.1% | +2.82% | 加碼 |
| 43 | UBER | Uber Technologies Inc | +0.1% | +13.23% | 加碼 |
| 44 | EMR | Emerson Electric Co | +0.1% | +6.13% | 加碼 |
| 45 | VST | Vistra CORP | +0.1% | +4.06% | 加碼 |
| 46 | VIK | Viking Holdings Ltd | +0.1% | +3.39% | 加碼 |
| 47 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +2.87% | 加碼 |
| 48 | RMBS | Rambus Inc | +0.1% | +2.91% | 加碼 |
| 49 | FUTU | Futu Holdings Ltd-adr | +0.1% | +0.93% | 加碼 |
| 50 | NET | Cloudflare Inc - Class A | +0.1% | +1.91% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Diversify Wealth Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$59.8億，共申報了 541 個公開持股部位。
在 Q3 2025 季度，Diversify Wealth Management, LLC 按市值排列的前三大核心持股分別為：SPYG (3.8%)、SPYV (3.3%)、DFAU (3.0%)。其中最大持股部位 SPYG 佔據整體投資組合約 3.8% 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
STGW
市值: US$831.3萬
本季最大獲利了結 / 清倉標的
VRNA
前期市值: US$214.8萬
在 Q3 2025 季度中，Diversify Wealth Management, LLC 共進行了 200 項持倉異動，包含新建倉 26 個部位、加碼 124 個部位、減碼 39 個部位以及清倉 11 個部位。 其中最大新建倉標的為 STGW。 本季清倉部位包含 VRNA。
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。