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: 0001906547
申報總市值
US$3.0億
US$3.0億
77 檔
23.4%
Q1 2025 季度申報顯示，Eagle Bluffs Wealth Management LLC 揭露的美股組合總市值為 US$3.0億，涵蓋 77 個不同之權益投資部位。
觀察 Q1 2025 的申報異動，Eagle Bluffs Wealth Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 31 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。
檢視投資組合結構，前 5 大主力部位（包含 BBN, NBB, EMXC）占據了總市值的 23.4%，展現出該機構在 Q1 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 | BBN | Blackrock Taxable Muni Bnd | 股票-其他 | 16.28% | -0.99% | +7.28% | |
| 2 | NBB | Nuveen Taxable Municipal Inc | 股票-其他 | 6.16% | -0.46% | +9.94% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 5.53% | +0.82% | -0.97% | |
| 4 | IDV | Ishares International Select | ETF-其他 | 5.21% | -0.85% | -26.31% | |
| 5 | NAD | Nuveen Quality Municipal Inc | 股票-其他 | 3.82% | -0.28% | +2.39% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.64% | -0.05% | +2.61% | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.85% | -0.36% | -4.17% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.71% | -0.29% | -31.23% | |
| 9 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | 股票-其他 | 2.34% | -0.10% | -0.92% | |
| 10 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 2.09% | +0.02% | +1.98% | |
| 11 | NFLX | Netflix Inc | 股票-通訊服務 | 2.05% | -0.55% | -0.93% | |
| 12 | TYG | Tortoise Energy Infrastruct | 股票-其他 | 1.90% | -0.73% | -0.15% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 1.80% | -0.43% | +1.62% | |
| 14 | KLAC | Kla CORP | 股票-科技 | 1.79% | +2.21% | +0.44% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.14% | +0.93% | |
| 16 | GWX | State Street Spdr S&p Intern | ETF-其他 | 1.69% | -0.18% | -0.52% | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.66% | -0.24% | +0.53% | |
| 18 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.63% | +0.68% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.63% | +0.17% | +1.29% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.58% | -0.16% | +6.26% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | -0.05% | +0.18% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.40% | +0.15% | — | |
| 23 | MRVL | Marvell Technology Inc | 股票-科技 | 1.38% | +2.72% | — | |
| 24 | XTEAX | Tortoise Sust&social Imp Ter | 股票-其他 | 1.31% | — | +0.62% | |
| 25 | ITT | Itt Inc | 股票-工業 | 1.25% | -0.14% | +0.79% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.24% | -0.13% | -0.05% | |
| 27 | TSLA | Tesla Inc | 股票-循環性消費 | 1.23% | -0.01% | -0.77% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.19% | +0.36% | +0.70% | |
| 29 | DFSEUR | Discover Financial Services | 股票-其他 | 1.19% | — | +1.17% | |
| 30 | MMM | 3m Co | 股票-工業 | 1.05% | -0.02% | +2.18% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.05% | -0.09% | -0.03% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.01% | -0.13% | +0.66% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.88% | -0.04% | -30.03% | |
| 34 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.87% | +0.03% | +1.46% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.87% | -0.09% | +1.67% | |
| 36 | AAPL | Apple Inc | 股票-科技 | 0.82% | -0.01% | -1.27% | |
| 37 | ENR | Energizer Holdings Inc | 股票-其他 | 0.79% | +0.06% | +2.98% | |
| 38 | SFNC | Simmons First Natl Corp-cl A | 股票-其他 | 0.74% | — | — | |
| 39 | TFC | Truist Financial CORP | 股票-金融 | 0.73% | -0.04% | +0.55% | |
| 40 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.72% | -0.09% | -0.01% | |
| 41 | ECL | Ecolab Inc | 股票-原物料 | 0.62% | -0.05% | +1.76% | |
| 42 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.54% | -0.10% | +2.93% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.18% | +2.38% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.52% | +0.01% | -20.19% | |
| 45 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.47% | -0.03% | — | |
| 46 | CAT | Caterpillar Inc | 股票-工業 | 0.46% | +0.20% | -1.56% | |
| 47 | ALB | Albemarle CORP | 股票-原物料 | 0.46% | -0.37% | +26.62% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.46% | — | — | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.43% | -0.01% | -0.14% | |
| 50 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.43% | -0.06% | -0.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | +1.6% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +1.4% | NEW | 新建倉 |
| 3 | MRVL | Marvell Technology Inc | +1.4% | NEW | 新建倉 |
| 4 | BBN | Blackrock Taxable Muni Bnd | +1.4% | +7.28% | 加碼 |
| 5 | NBB | Nuveen Taxable Municipal Inc | +0.9% | +9.94% | 加碼 |
| 6 | ABT | Abbott Laboratories | +0.1% | +0.66% | 加碼 |
| 7 | MMM | 3m Co | +0.1% | +2.18% | 加碼 |
| 8 | KO | Coca-cola Co/the | +0.1% | NEW | 新建倉 |
| 9 | KLAC | Kla CORP | +0.1% | +0.44% | 加碼 |
| 10 | PG | Procter & Gamble Co/the | +0.1% | NEW | 新建倉 |
| 11 | EXC | Exelon CORP | +0.1% | NEW | 新建倉 |
| 12 | SCHW | Schwab (charles) CORP | +0.1% | +0.53% | 加碼 |
| 13 | JPST | Jpmorgan Ultra-short Income | +0.1% | +6.26% | 加碼 |
| 14 | CVX | Chevron CORP | +0.1% | +2.38% | 加碼 |
| 15 | XSHD | Invesco S&p Smallcap High Di | +0.1% | NEW | 新建倉 |
| 16 | ECL | Ecolab Inc | +0.1% | +1.76% | 加碼 |
| 17 | NFLX | Netflix Inc | 0% | -0.93% | 減碼 |
| 18 | CSCO | Cisco Systems Inc | 0% | +0.70% | 加碼 |
| 19 | ABBV | Abbvie Inc | 0% | +0.28% | 加碼 |
| 20 | XOM | Exxon Mobil CORP | 0% | +0.54% | 加碼 |
| 21 | RIO | Rio Tinto Plc-spon Adr | 0% | +2.93% | 加碼 |
| 22 | GWX | State Street Spdr S&p Intern | 0% | -0.52% | 減碼 |
| 23 | JPM | Jpmorgan Chase & Co | 0% | +0.18% | 加碼 |
| 24 | NAD | Nuveen Quality Municipal Inc | 0% | +2.39% | 加碼 |
| 25 | TYG | Tortoise Energy Infrastruct | 0% | -0.15% | 減碼 |
| 26 | VB | Vanguard Small-cap ETF | -0.1% | -0.14% | 減碼 |
| 27 | TFC | Truist Financial CORP | -0.1% | +0.55% | 加碼 |
| 28 | CAT | Caterpillar Inc | -0.1% | -1.56% | 減碼 |
| 29 | TMO | Thermo Fisher Scientific Inc | -0.1% | -0.03% | 減碼 |
| 30 | XTEAX | Tortoise Sust&social Imp Ter | -0.1% | +0.62% | 加碼 |
| 31 | SFNC | Simmons First Natl Corp-cl A | -0.1% | — | 不變 |
| 32 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | 清倉 |
| 33 | DIS | Walt Disney Co/the | -0.1% | +1.67% | 加碼 |
| 34 | ADBE | Adobe Inc | -0.1% | EXIT | 清倉 |
| 35 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清倉 |
| 36 | ENR | Energizer Holdings Inc | -0.1% | +2.98% | 加碼 |
| 37 | AAPL | Apple Inc | -0.1% | -1.27% | 減碼 |
| 38 | ITT | Itt Inc | -0.1% | +0.79% | 加碼 |
| 39 | AMZN | Amazon.com Inc | -0.1% | +1.46% | 加碼 |
| 40 | ITOT | Ishares Core S&p Total U.s. | -0.2% | -20.19% | 減碼 |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.2% | -0.97% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.2% | +0.93% | 加碼 |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.3% | -30.03% | 減碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.4% | +1.29% | 加碼 |
| 45 | TGT | Target CORP | -0.5% | EXIT | 清倉 |
| 46 | JEPQ | JPM Nasdaq Equity Premium | -0.5% | -4.17% | 減碼 |
| 47 | TSLA | Tesla Inc | -0.7% | -0.77% | 減碼 |
| 48 | NVDA | Nvidia CORP | -0.8% | +2.61% | 加碼 |
| 49 | IDV | Ishares International Select | -1.1% | -26.31% | 減碼 |
| 50 | JEPI | Jpmorgan Equity Premium Inco | -1.4% | -31.23% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Eagle Bluffs Wealth Management LLC 在 Q1 2025 季度的美股持倉總市值約為 US$3.0億，共申報了 77 個公開持股部位。
在 Q1 2025 季度，Eagle Bluffs Wealth Management LLC 按市值排列的前三大核心持股分別為：BBN (16.3%)、NBB (6.2%)、EMXC (5.5%)。其中最大持股部位 BBN 佔據整體投資組合約 16.3% 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
VRT
市值: US$308.1萬
本季最大獲利了結 / 清倉標的
TGT
前期市值: US$85.9萬
在 Q1 2025 季度中，Eagle Bluffs Wealth Management LLC 共進行了 49 項持倉異動，包含新建倉 7 個部位、加碼 24 個部位、減碼 14 個部位以及清倉 4 個部位。 其中最大新建倉標的為 VRT。 本季清倉部位包含 TGT。
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。