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: 0001905663
申報總市值
US$15.5億
US$15.5億
346 檔
13.3%
在 Q3 2025 申報期間，Earned Wealth Advisors, LLC（CIK: 0001905663）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$15.5億，共持有 346 個公開申報部位。
Q3 2025 數據顯示 Earned Wealth Advisors, LLC 積極進場，新開立 87 個部位並同步加碼 60 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 DFAC, IVV, DFAT）累計市值佔比達 13.3%，是驅動 Earned Wealth Advisors, 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 346 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 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 9.53% | +0.28% | -4.41% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.27% | +0.90% | +18.71% | |
| 3 | DFAT | Dimensional US Target Value | ETF-其他 | 7.16% | +0.55% | -3.76% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.63% | +0.42% | +27.65% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.36% | -0.64% | +2.28% | |
| 6 | DFIV | Dimensional International Va | ETF-其他 | 4.13% | +0.48% | -3.51% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.93% | +0.22% | -1.78% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 2.20% | +1.10% | +1.56% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.19% | +0.19% | +22.06% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.17% | +0.30% | +28.02% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.10% | -0.25% | +8.12% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.97% | -0.51% | +12.14% | |
| 13 | UCON | First Trust Smith Unconstrai | ETF-其他 | 1.74% | +0.21% | +29.92% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.65% | +0.02% | -5.40% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.56% | -0.09% | +6.73% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.45% | +0.18% | +21.07% | |
| 17 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 1.37% | — | +17.40% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.17% | +0.08% | +3.68% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.16% | -0.07% | -12.24% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.02% | -0.17% | +2.96% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.01% | -0.09% | -2.44% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.99% | +0.37% | +27.68% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | +0.02% | +0.53% | |
| 24 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.79% | +0.12% | +19.97% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | -0.15% | +0.42% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.75% | +0.17% | +3.99% | |
| 27 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.74% | +0.02% | -1.77% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.58% | +0.06% | +31.84% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.56% | -0.09% | +6.97% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.55% | — | +2.03% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | -0.05% | +5.55% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | -0.16% | +9.14% | |
| 33 | TSLA | Tesla Inc | 股票-循環性消費 | 0.49% | -0.12% | +9.38% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.47% | +0.03% | +4.86% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.46% | — | -6.40% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.43% | -0.09% | -12.69% | |
| 37 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.42% | +0.01% | +0.16% | |
| 38 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.40% | +0.01% | +1.92% | |
| 39 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 0.40% | +0.01% | +3.23% | |
| 40 | PHYL | Pgim Active High Yield Bond | ETF-非投資等級債 | 0.39% | +0.05% | +26.02% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.38% | +0.04% | +0.29% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.35% | -0.04% | +21.94% | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.33% | +0.05% | -1.37% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.33% | -0.09% | +13.02% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.32% | -0.01% | -7.69% | |
| 46 | WMT | Walmart Inc | 股票-非循環性消費 | 0.28% | -0.08% | +31.96% | |
| 47 | NFLX | Netflix Inc | 股票-通訊服務 | 0.28% | -0.10% | +4.81% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.28% | — | -10.55% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.27% | +0.02% | -0.01% | |
| 50 | AVDE | Avantis International Equity | ETF-其他 | 0.25% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.8% | +18.71% | 加碼 |
| 2 | AGG | Ishares Core U.s. Aggregate | +1% | +27.65% | 加碼 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.7% | +28.02% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.6% | +12.14% | 加碼 |
| 5 | UCON | First Trust Smith Unconstrai | +0.5% | +29.92% | 加碼 |
| 6 | VB | Vanguard Small-cap ETF | +0.5% | +21.07% | 加碼 |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +27.68% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.3% | +6.97% | 加碼 |
| 9 | RLY | Ss Multi-asset Real Ret ETF | +0.2% | +17.40% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.14% | 加碼 |
| 11 | PHYL | Pgim Active High Yield Bond | +0.1% | +26.02% | 加碼 |
| 12 | TSLA | Tesla Inc | +0.1% | +9.38% | 加碼 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +28.69% | 加碼 |
| 14 | MSFT | Microsoft CORP | +0.1% | +8.12% | 加碼 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +13.02% | 加碼 |
| 16 | LRCX | Lam Research CORP | +0.1% | +3.47% | 加碼 |
| 17 | RBLX | Roblox CORP -class A | +0.1% | +6.88% | 加碼 |
| 18 | PEP | Pepsico Inc | +0.1% | +75.63% | 加碼 |
| 19 | DFAI | Dimensional International Co | +0.1% | +34.89% | 加碼 |
| 20 | BX | Blackstone Inc | +0.1% | +110.15% | 加碼 |
| 21 | HOOD | Robinhood Markets Inc - A | +0.1% | +0.12% | 減碼 |
| 22 | INTC | Intel CORP | +0.1% | +52.72% | 加碼 |
| 23 | ORCL | Oracle CORP | +0.1% | +14.81% | 加碼 |
| 24 | WMT | Walmart Inc | +0.1% | +31.96% | 加碼 |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +2.51% | 加碼 |
| 26 | GE | General Electric | +0.1% | +9.08% | 加碼 |
| 27 | VEEV | Veeva Systems Inc-class A | +0.1% | +33.98% | 加碼 |
| 28 | INTU | Intuit Inc | +0.1% | +145.36% | 加碼 |
| 29 | USRT | Ishares Core US Reit ETF | 0% | +19.97% | 加碼 |
| 30 | DFSV | Dimensional US Small Cap Val | 0% | +4.33% | 加碼 |
| 31 | DASH | Doordash Inc - A | 0% | +5.18% | 加碼 |
| 32 | GEV | GE Vernova Inc | 0% | +1.65% | 加碼 |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +5.55% | 加碼 |
| 34 | HWM | Howmet Aerospace Inc | 0% | +10.83% | 加碼 |
| 35 | GS | Goldman Sachs Group Inc | 0% | +9.33% | 加碼 |
| 36 | APH | Amphenol Corp-cl A | 0% | +57.03% | 加碼 |
| 37 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +57.64% | 加碼 |
| 38 | AMAT | Applied Materials Inc | 0% | +32.22% | 加碼 |
| 39 | ANET | Arista Networks Inc | 0% | +65.24% | 減碼 |
| 40 | EXPE | Expedia Group Inc | 0% | +17.34% | 加碼 |
| 41 | NFLX | Netflix Inc | 0% | +4.81% | 加碼 |
| 42 | DISV | Dimensional International Sm | 0% | +14.60% | 加碼 |
| 43 | PG | Procter & Gamble Co/the | 0% | +49.18% | 加碼 |
| 44 | TPR | Tapestry Inc | 0% | -6.82% | 減碼 |
| 45 | CB | Chubb Limited | 0% | +69.06% | 加碼 |
| 46 | PCG | P G & E CORP | 0% | +220.10% | 加碼 |
| 47 | ZS | Zscaler Inc | 0% | +21.48% | 加碼 |
| 48 | TJX | Tjx Companies Inc | 0% | — | 加碼 |
| 49 | DFEM | Dimensional Emrg Mrkt Core | 0% | +9.11% | 加碼 |
| 50 | VGIT | Vanguard Intermediate-term T | — | +31.84% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Earned Wealth Advisors, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$15.5億，共申報了 346 個公開持股部位。
在 Q3 2025 季度，Earned Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：DFAC (9.5%)、IVV (8.3%)、DFAT (7.2%)。其中最大持股部位 DFAC 佔據整體投資組合約 9.5% 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
QQQ
市值: US$232.2萬
本季最大獲利了結 / 清倉標的
4XC1
前期市值: US$180.3萬
在 Q3 2025 季度中，Earned Wealth Advisors, LLC 共進行了 199 項持倉異動，包含新建倉 87 個部位、加碼 60 個部位、減碼 24 個部位以及清倉 28 個部位。 其中最大新建倉標的為 QQQ。 本季清倉部位包含 4XC1。
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。