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: 0001744349
申報總市值
US$54.0億
US$54.0億
527 檔
6.3%
在 Q1 2025 的 13F 官方備案中，Elevation Point Wealth Partners, LLC 管理的美股投資組合規模來到 US$54.0億，整體持股檔數為 527 檔。
從 Q1 2025 申報觀察，Elevation Point Wealth Partners, LLC 採取防禦導向的調倉策略，本季減碼 85 檔個股並出清 29 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Elevation Point Wealth Partners, LLC 的前 5 大核心持股（包含 AAPL, SPYV, SPYG 等）合計佔整體申報市值的 6.3%，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 527 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 | 13.00% | -0.32% | -2.91% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 5.92% | +0.86% | NEW | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 4.12% | +0.72% | NEW | |
| 4 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 3.23% | +0.20% | NEW | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.68% | +0.05% | -19.72% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.64% | +0.06% | +2.71% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.46% | +0.14% | -2.46% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | -0.36% | -1.89% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.27% | -0.08% | +4.79% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.18% | -0.05% | -2.38% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.04% | -0.91% | |
| 12 | EVTR | Eaton Vance Total Return | ETF-其他 | 1.15% | -0.06% | +54.73% | |
| 13 | BIDD | Ishares International Divide | ETF-其他 | 1.09% | — | +2.24% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | +0.04% | -1.05% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.98% | +0.14% | +4.62% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.91% | +0.09% | +1.10% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | -0.07% | -0.69% | |
| 18 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.78% | -0.04% | -7.53% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.77% | +0.05% | +0.31% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.75% | -0.07% | -1.20% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | +0.02% | -5.46% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | -0.01% | -0.29% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | -0.10% | -2.77% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.61% | -0.05% | +62.86% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.54% | -3.32% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.53% | -1.05% | +5.85% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.53% | +0.04% | +3.70% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.52% | +0.03% | +8.91% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.49% | -0.01% | -5.18% | |
| 30 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.49% | -0.02% | -1.49% | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.46% | +0.02% | +23.10% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.45% | — | -3.98% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.44% | -0.05% | -15.48% | |
| 34 | XLF | Ss Financial Select Sector | ETF-其他 | 0.43% | -0.04% | -14.63% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | +0.01% | -9.60% | |
| 36 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.42% | — | +29.61% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.41% | -0.01% | -9.18% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | +0.01% | -0.66% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.41% | -0.05% | -0.17% | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.40% | -0.06% | -8.37% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.40% | -0.02% | +14.26% | |
| 42 | NSC | Norfolk Southern CORP | 股票-工業 | 0.40% | -0.01% | -1.08% | |
| 43 | HD | Home Depot Inc | 股票-循環性消費 | 0.38% | -0.07% | -0.46% | |
| 44 | EG | Everest Group, Ltd. | 股票-金融 | 0.38% | -0.01% | -1.82% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.37% | -0.20% | -13.52% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.36% | -0.04% | +30.87% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.36% | +0.04% | -16.20% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | -0.02% | -10.20% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.36% | -0.01% | +1.89% | |
| 50 | SLB | Slb LTD | 股票-能源 | 0.35% | — | -7.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EVTR | Eaton Vance Total Return | +0.5% | +54.73% | 加碼 |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | -1.02% | 減碼 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +62.86% | 加碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.91% | 減碼 |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | +0.2% | -0.03% | 減碼 |
| 6 | SE | Sea Ltd-adr | +0.2% | +29.61% | 加碼 |
| 7 | LIN | Linde plc | +0.2% | +58.53% | 加碼 |
| 8 | SPOT | Spotify Technology S.A. | +0.1% | -7.53% | 減碼 |
| 9 | JPIE | Jpmorgan Income ETF | +0.1% | +4.79% | 加碼 |
| 10 | SBAC | Sba Communications CORP | +0.1% | +62.63% | 加碼 |
| 11 | GLD | Spdr Gold Shares | +0.1% | +5.85% | 加碼 |
| 12 | UNH | Unitedhealth Group Inc | +0.1% | +4.62% | 加碼 |
| 13 | BIDD | Ishares International Divide | +0.1% | +2.24% | 加碼 |
| 14 | SLV | Ishares Silver Trust | +0.1% | +86.87% | 加碼 |
| 15 | IVE | Ishares S&p 500 Value ETF | +0.1% | +40.84% | 加碼 |
| 16 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +23.34% | 加碼 |
| 17 | QCOM | Qualcomm Inc | +0.1% | +30.87% | 加碼 |
| 18 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +332.66% | 加碼 |
| 19 | KO | Coca-cola Co/the | +0.1% | +83.32% | 加碼 |
| 20 | MRSH | Marsh & Mclennan Cos | +0.1% | -1.49% | 減碼 |
| 21 | COP | Conocophillips | +0.1% | +82.96% | 加碼 |
| 22 | BWA | Borgwarner Inc | +0.1% | +56.75% | 加碼 |
| 23 | ELV | Elevance Health Inc | +0.1% | +28.19% | 加碼 |
| 24 | ABBV | Abbvie Inc | +0.1% | -5.18% | 減碼 |
| 25 | CSCO | Cisco Systems Inc | +0.1% | +92.71% | 加碼 |
| 26 | NXPI | NXP Semiconductors N.V. | +0.1% | +36.91% | 加碼 |
| 27 | UHS | Universal Health Services-b | +0.1% | +23.47% | 加碼 |
| 28 | SCHW | Schwab (charles) CORP | +0.1% | +22.38% | 加碼 |
| 29 | CVX | Chevron CORP | +0.1% | +3.42% | 加碼 |
| 30 | MRK | Merck & Co. Inc. | +0.1% | +23.10% | 加碼 |
| 31 | NRG | Nrg Energy Inc | +0.1% | +251.56% | 加碼 |
| 32 | WMT | Walmart Inc | +0.1% | +217.21% | 加碼 |
| 33 | PEP | Pepsico Inc | +0.1% | +27.43% | 加碼 |
| 34 | MDT | Medtronic plc | +0.1% | +54.10% | 加碼 |
| 35 | KDP | Keurig Dr Pepper Inc | +0.1% | +73.90% | 加碼 |
| 36 | TMUS | T-mobile US Inc | +0.1% | -3.48% | 減碼 |
| 37 | NKE | Nike Inc -cl B | +0.1% | +44.75% | 加碼 |
| 38 | LLY | Eli Lilly & Co | +0.1% | +7.32% | 加碼 |
| 39 | XOM | Exxon Mobil CORP | +0.1% | -3.32% | 減碼 |
| 40 | ROK | Rockwell Automation Inc | +0.1% | +96.83% | 加碼 |
| 41 | HALO | Halozyme Therapeutics Inc | +0.1% | +128.03% | 加碼 |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +78.19% | 加碼 |
| 43 | TXRH | Texas Roadhouse Inc | +0.1% | +132.87% | 加碼 |
| 44 | AMAT | Applied Materials Inc | +0.1% | +34.02% | 加碼 |
| 45 | CME | Cme Group Inc | +0.1% | +2.66% | 加碼 |
| 46 | AON | Aon plc | +0.1% | -2.10% | 減碼 |
| 47 | HOOD | Robinhood Markets Inc - A | 0% | +184.47% | 加碼 |
| 48 | FANG | Diamondback Energy Inc | 0% | +162.40% | 加碼 |
| 49 | UBER | Uber Technologies Inc | 0% | +43.66% | 加碼 |
| 50 | TLN | Talen Energy CORP | 0% | +44.80% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Elevation Point Wealth Partners, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$54.0億，共申報了 527 個公開持股部位。
在 Q1 2025 季度，Elevation Point Wealth Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (13.0%)、SPYV (5.9%)、SPYG (4.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 13.0% 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
LRCX
市值: US$338.9萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$358.0萬
在 Q1 2025 季度中，Elevation Point Wealth Partners, LLC 共進行了 199 項持倉異動，包含新建倉 24 個部位、加碼 61 個部位、減碼 85 個部位以及清倉 29 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
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。