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: 0001978885
申報總市值
US$419.2億
US$419.2億
528 檔
26.8%
Empower Advisory Group, LLC 在 Q3 2025 季度的美股部位總計估值為 US$419.2億，分散於 528 個持倉標的之中，反映其市場參與廣度與投資規模。
Empower Advisory Group, LLC 於 Q3 2025 展現出進攻型調倉步調，本季推動了 10 檔股票的新建倉與 131 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Empower Advisory Group, LLC 的前 5 大核心持股（包含 SCHF, IWM, VWO 等）合計佔整體申報市值的 26.8%，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 528 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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 12.03% | +0.13% | +1.33% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.78% | +0.15% | -0.00% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.25% | +0.10% | +1.21% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.27% | -0.07% | +7.90% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.81% | +0.16% | +4.02% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.41% | -0.09% | +6.86% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.40% | -0.05% | +7.09% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.65% | +0.46% | +2.28% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-其他 | 2.54% | -0.03% | +6.25% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 2.11% | — | +7.28% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.96% | -0.03% | +1.01% | |
| 12 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.84% | -0.02% | +1.61% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.52% | +0.06% | +0.34% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.51% | +0.04% | -0.18% | |
| 15 | EBND | State Street Spdr Bloomberg | ETF-其他 | 1.49% | +0.01% | +4.02% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.47% | +0.14% | -0.34% | |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 1.45% | -0.03% | -0.60% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.42% | +0.14% | -2.34% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | -0.03% | +0.66% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.24% | -0.01% | +6.22% | |
| 21 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.22% | -0.31% | +4.30% | |
| 22 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.20% | -0.18% | +10.27% | |
| 23 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.18% | -0.30% | -2.63% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.17% | +0.07% | +1.01% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.06% | +0.05% | +4.87% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.94% | -0.01% | +1.71% | |
| 27 | TSLA | Tesla Inc | 股票-循環性消費 | 0.81% | +0.05% | +2.50% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.76% | -0.14% | +1.20% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | +0.03% | +1.26% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | +2.37% | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-其他 | 0.66% | -0.01% | -1.10% | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 0.59% | +0.02% | +1.65% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.19% | +3.60% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.52% | +0.15% | +8.70% | |
| 35 | NFLX | Netflix Inc | 股票-通訊服務 | 0.49% | -0.13% | +0.83% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.47% | +0.01% | -2.49% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | -0.06% | +1.75% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | -0.02% | +2.10% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.46% | -0.01% | +1.21% | |
| 40 | ECL | Ecolab Inc | 股票-原物料 | 0.46% | -0.10% | +1.39% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事業 | 0.44% | -0.04% | +2.39% | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.43% | -0.06% | +2.71% | |
| 43 | NEM | Newmont CORP | 股票-原物料 | 0.43% | -0.09% | -0.86% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.40% | — | +2.97% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.40% | +0.04% | +0.66% | |
| 46 | SO | Southern Co/the | 股票-公用事業 | 0.39% | -0.03% | +2.08% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.39% | +0.02% | +2.60% | |
| 48 | LIN | Linde plc | 股票-原物料 | 0.37% | — | +3.87% | |
| 49 | PFE | Pfizer Inc | 股票-醫療保健 | 0.36% | -0.13% | +3.86% | |
| 50 | CAT | Caterpillar Inc | 股票-工業 | 0.35% | +0.12% | +0.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | -0.18% | 加碼 |
| 2 | SCHA | Schwab US Small-cap ETF | +0.6% | +2.28% | 加碼 |
| 3 | IWM | Ishares Russell 2000 ETF | +0.5% | -0.00% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -0.34% | 加碼 |
| 5 | TSLA | Tesla Inc | +0.3% | +2.50% | 加碼 |
| 6 | DASH | Doordash Inc - A | +0.3% | +23.20% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.3% | +0.66% | 加碼 |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +1.21% | 加碼 |
| 9 | RTX | Rtx CORP | +0.2% | +8294.91% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +1.01% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.2% | +0.66% | 加碼 |
| 12 | CEG | Constellation Energy | +0.2% | +2.42% | 加碼 |
| 13 | NEM | Newmont CORP | +0.1% | -0.86% | 減碼 |
| 14 | VMC | Vulcan Materials Co | +0.1% | +21.65% | 加碼 |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +1.01% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +1.71% | 加碼 |
| 17 | IBKR | Interactive Brokers Gro-cl A | +0.1% | -0.06% | 加碼 |
| 18 | KMB | Kimberly-clark CORP | +0.1% | +8163.44% | 加碼 |
| 19 | SCHF | Schwab Intl Equity ETF | +0.1% | +1.33% | 加碼 |
| 20 | AAPL | Apple Inc | +0.1% | +0.34% | 加碼 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +1.26% | 加碼 |
| 22 | LHX | L3harris Technologies Inc | +0.1% | +1.58% | 加碼 |
| 23 | CAT | Caterpillar Inc | +0.1% | +0.74% | 加碼 |
| 24 | SCCO | Southern Copper CORP | +0.1% | +2.63% | 加碼 |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | -0.80% | 減碼 |
| 26 | KKR | Kkr & Co Inc | +0.1% | +2.79% | 加碼 |
| 27 | VLO | Valero Energy CORP | +0.1% | +2.50% | 加碼 |
| 28 | DLTR | Dollar Tree Inc | +0.1% | +1.42% | 加碼 |
| 29 | SRE | Sempra | 0% | +2.68% | 加碼 |
| 30 | ADM | Archer-daniels-midland Co | 0% | +2.49% | 加碼 |
| 31 | BA | Boeing Co/the | 0% | +1.90% | 加碼 |
| 32 | TGT | Target CORP | 0% | +1.00% | 加碼 |
| 33 | ORCL | Oracle CORP | 0% | +4.00% | 加碼 |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.34% | 加碼 |
| 35 | VEEV | Veeva Systems Inc-class A | 0% | +1.80% | 加碼 |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +69.90% | 加碼 |
| 37 | BLK | Blackrock Inc | 0% | +1366.43% | 加碼 |
| 38 | DIS | Walt Disney Co/the | 0% | +1.21% | 加碼 |
| 39 | BAC | Bank Of America CORP | 0% | +0.68% | 加碼 |
| 40 | NUE | Nucor CORP | 0% | +2.96% | 加碼 |
| 41 | ES | Eversource Energy | 0% | +0.06% | 加碼 |
| 42 | ALB | Albemarle CORP | 0% | +2.33% | 加碼 |
| 43 | GVA | Granite Construction Inc | 0% | +0.46% | 加碼 |
| 44 | VCR | Vanguard Consumer Discre ETF | 0% | +2.51% | 加碼 |
| 45 | BSX | Boston Scientific CORP | 0% | +2.18% | 加碼 |
| 46 | WMT | Walmart Inc | 0% | +1.20% | 加碼 |
| 47 | ESGE | Ishares Inc Ishares Esg Awar | 0% | -1.10% | 減碼 |
| 48 | NKE | Nike Inc -cl B | 0% | +2.27% | 加碼 |
| 49 | GOOGL | Alphabet Inc-cl A | 0% | +1.09% | 加碼 |
| 50 | ORA | Ormat Technologies Inc | 0% | +1.74% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Empower Advisory Group, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$419.2億，共申報了 528 個公開持股部位。
在 Q3 2025 季度，Empower Advisory Group, LLC 按市值排列的前三大核心持股分別為：SCHF (12.0%)、IWM (5.8%)、VWO (5.3%)。其中最大持股部位 SCHF 佔據整體投資組合約 12.0% 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
GLDM
市值: US$4.3億
本季最大獲利了結 / 清倉標的
D
前期市值: US$1426.7萬
在 Q3 2025 季度中，Empower Advisory Group, LLC 共進行了 200 項持倉異動，包含新建倉 10 個部位、加碼 131 個部位、減碼 54 個部位以及清倉 5 個部位。 其中最大新建倉標的為 GLDM。 本季清倉部位包含 D。
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。