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: 0001975710
申報總市值
US$3.7億
US$3.7億
74 檔
16.2%
在 Q1 2025 的 13F 官方備案中，Evexia Wealth LLC 管理的美股投資組合規模來到 US$3.7億，整體持股檔數為 74 檔。
在 Q1 2025，Evexia Wealth LLC 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 24 檔、減碼 24 檔與清倉 2 檔），整體投資組合架構維持相對穩定。
在資產配置集中度方面，Evexia Wealth LLC 的前 5 大核心持股（包含 INTU, MSFT, BLK 等）合計佔整體申報市值的 16.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | INTU | Intuit Inc | 股票-科技 | 4.43% | -0.39% | -0.30% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.39% | +1.00% | +0.09% | |
| 3 | BLK | Blackrock Inc | 股票-金融 | 4.37% | +0.32% | -0.15% | |
| 4 | KLAC | Kla CORP | 股票-科技 | 4.31% | -0.44% | +0.15% | |
| 5 | PH | Parker Hannifin CORP | 股票-工業 | 4.19% | -0.04% | -0.20% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 4.14% | -0.03% | -0.58% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 4.09% | -0.15% | -0.80% | |
| 8 | RSG | Republic Services Inc | 股票-工業 | 3.83% | -0.06% | -1.21% | |
| 9 | HUBB | Hubbell Inc | 股票-工業 | 3.78% | -0.57% | +0.97% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.77% | — | +0.30% | |
| 11 | ACN | Accenture plc | 股票-科技 | 3.49% | — | -0.16% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.38% | +0.78% | -0.12% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 3.37% | +0.39% | -0.25% | |
| 14 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 3.13% | +0.56% | -0.92% | |
| 15 | CB | Chubb Limited | 股票-金融 | 3.12% | +0.11% | -0.19% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.11% | +0.27% | -1.47% | |
| 17 | NOC | Northrop Grumman CORP | 股票-工業 | 2.58% | -0.49% | +0.05% | |
| 18 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 2.25% | +0.63% | -0.95% | |
| 19 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.16% | -0.21% | -0.22% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工業 | 1.86% | -0.06% | EXIT | |
| 21 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 1.68% | — | +2.74% | |
| 22 | ROP | Roper Technologies Inc | 股票-科技 | 1.68% | — | -0.73% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.51% | — | +0.10% | |
| 24 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.36% | — | -0.27% | |
| 25 | EOG | Eog Resources Inc | 股票-能源 | 1.32% | +0.07% | -0.39% | |
| 26 | NDSN | Nordson CORP | 股票-工業 | 1.27% | — | +0.26% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.24% | -0.35% | -1.71% | |
| 28 | RS | Reliance Inc | 股票-原物料 | 1.22% | +0.27% | -0.29% | |
| 29 | DOX | Amdocs Limited | 股票-科技 | 1.22% | — | -0.46% | |
| 30 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.20% | -0.42% | +0.10% | |
| 31 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 1.20% | +0.70% | +3.19% | |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 1.01% | -0.04% | +1.27% | |
| 33 | EME | Emcor Group Inc | 股票-工業 | 0.99% | -0.03% | -0.06% | |
| 34 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.97% | +0.20% | +2.70% | |
| 35 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.89% | — | -4.32% | |
| 36 | ABX | Barrick Gold CORP | 股票-金融 | 0.87% | — | -0.23% | |
| 37 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.86% | -0.41% | +2.20% | |
| 38 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.85% | -0.25% | +2.54% | |
| 39 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.83% | -0.30% | +2.29% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.68% | -0.03% | +2.64% | |
| 41 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 0.56% | -0.11% | +2.36% | |
| 42 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.48% | -0.21% | EXIT | |
| 43 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.48% | +0.27% | +2.82% | |
| 44 | MSTR | Strategy Inc | 股票-科技 | 0.47% | +0.01% | +3.10% | |
| 45 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.45% | — | -7.19% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.37% | — | +19.70% | |
| 47 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.32% | — | +3.29% | |
| 48 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-其他 | 0.32% | — | +2.33% | |
| 49 | TT | Trane Technologies plc | 股票-工業 | 0.25% | — | +0.15% | |
| 50 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.24% | -0.08% | +3.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +0.6% | +0.30% | 加碼 |
| 2 | RSG | Republic Services Inc | +0.5% | -1.21% | 減碼 |
| 3 | INTU | Intuit Inc | +0.4% | -0.30% | 減碼 |
| 4 | NOC | Northrop Grumman CORP | +0.4% | +0.05% | 加碼 |
| 5 | CB | Chubb Limited | +0.4% | -0.19% | 減碼 |
| 6 | LMT | Lockheed Martin CORP | +0.2% | +0.69% | 加碼 |
| 7 | CASY | Casey's General Stores Inc | +0.2% | -0.95% | 減碼 |
| 8 | GLD | Spdr Gold Shares | +0.2% | -1.71% | 減碼 |
| 9 | MCD | Mcdonald's CORP | +0.2% | +0.10% | 加碼 |
| 10 | BSJP | Invesco Bulletshares 2025 Hy | +0.2% | +2.74% | 加碼 |
| 11 | HCA | Hca Healthcare Inc | +0.1% | +0.10% | 加碼 |
| 12 | ABX | Barrick Gold CORP | +0.1% | -0.23% | 減碼 |
| 13 | MSFT | Microsoft CORP | +0.1% | +0.09% | 加碼 |
| 14 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +2.70% | 加碼 |
| 15 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +2.54% | 加碼 |
| 16 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +2.29% | 加碼 |
| 17 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +2.20% | 加碼 |
| 18 | NOBL | Proshares S&p 500 Dividend A | +0.1% | +19.70% | 加碼 |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +2.64% | 加碼 |
| 20 | KLAC | Kla CORP | +0.1% | +0.15% | 加碼 |
| 21 | ROP | Roper Technologies Inc | +0.1% | -0.73% | 減碼 |
| 22 | MSTR | Strategy Inc | — | +3.10% | 加碼 |
| 23 | SNPS | Synopsys Inc | 0% | +5.14% | 加碼 |
| 24 | ON | On Semiconductor | 0% | +1.60% | 加碼 |
| 25 | RIOT | Riot Platforms Inc | 0% | +10.40% | 加碼 |
| 26 | OC | Owens Corning | 0% | +0.05% | 加碼 |
| 27 | ENTG | Entegris Inc | 0% | +6.31% | 加碼 |
| 28 | FSLR | First Solar Inc | 0% | +1.21% | 加碼 |
| 29 | XYL | Xylem Inc | 0% | -0.64% | 減碼 |
| 30 | MS | Morgan Stanley | 0% | -0.19% | 減碼 |
| 31 | CEG | Constellation Energy | 0% | -0.49% | 減碼 |
| 32 | EOG | Eog Resources Inc | -0.1% | -0.39% | 減碼 |
| 33 | BDX | Becton Dickinson And Co | -0.1% | -4.32% | 減碼 |
| 34 | COST | Costco Wholesale CORP | -0.1% | -0.80% | 減碼 |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | -0.1% | +1.27% | 加碼 |
| 36 | ENPH | Enphase Energy Inc | -0.1% | EXIT | 清倉 |
| 37 | ABBV | Abbvie Inc | -0.1% | EXIT | 清倉 |
| 38 | NDSN | Nordson CORP | -0.1% | +0.26% | 加碼 |
| 39 | APD | Air Products & Chemicals Inc | -0.1% | -0.27% | 減碼 |
| 40 | EME | Emcor Group Inc | -0.1% | -0.06% | 減碼 |
| 41 | LOW | Lowe's Cos Inc | -0.1% | -0.22% | 減碼 |
| 42 | BLK | Blackrock Inc | -0.1% | -0.15% | 減碼 |
| 43 | HUBB | Hubbell Inc | -0.2% | +0.97% | 加碼 |
| 44 | AAPL | Apple Inc | -0.2% | -0.25% | 減碼 |
| 45 | LLY | Eli Lilly & Co | -0.3% | -0.12% | 減碼 |
| 46 | PH | Parker Hannifin CORP | -0.3% | -0.20% | 減碼 |
| 47 | JPM | Jpmorgan Chase & Co | -0.4% | -1.47% | 減碼 |
| 48 | AVGO | Broadcom Inc | -0.6% | -0.58% | 減碼 |
| 49 | ACN | Accenture plc | -0.7% | -0.16% | 減碼 |
| 50 | WSM | Williams-sonoma Inc | -0.7% | -0.92% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Evexia Wealth LLC 在 Q1 2025 季度的美股持倉總市值約為 US$3.7億，共申報了 74 個公開持股部位。
在 Q1 2025 季度，Evexia Wealth LLC 按市值排列的前三大核心持股分別為：INTU (4.4%)、MSFT (4.4%)、BLK (4.4%)。其中最大持股部位 INTU 佔據整體投資組合約 4.4% 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。
本季最大獲利了結 / 清倉標的
ENPH
前期市值: US$21.6萬
在 Q1 2025 季度中，Evexia Wealth LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 24 個部位、減碼 24 個部位以及清倉 2 個部位。 本季清倉部位包含 ENPH。
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。