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: 0001752045
申報總市值
US$2.6億
US$2.6億
91 檔
18.3%
Q2 2025 季度申報顯示，Alkeme Wealth, LLC 揭露的美股組合總市值為 US$2.6億，涵蓋 91 個不同之權益投資部位。
Alkeme Wealth, LLC 在 Q2 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 30 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 FFA, MSFT, BSV）占據了總市值的 18.3%，展現出該機構在 Q2 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 | FFA | First Trust Enhan Eqty Inc | 股票-其他 | 5.08% | +0.18% | +4.76% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.29% | +0.05% | -2.46% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.10% | -0.12% | -9.51% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 4.09% | +0.25% | +2.82% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.73% | +0.24% | -2.63% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 2.82% | +0.42% | -1.60% | |
| 7 | AFL | Aflac Inc | 股票-金融 | 2.63% | -0.01% | -2.50% | |
| 8 | EMR | Emerson Electric Co | 股票-工業 | 2.46% | +0.03% | -1.14% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.33% | -0.10% | -18.95% | |
| 10 | GD | General Dynamics CORP | 股票-工業 | 2.31% | -0.11% | +0.01% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.28% | -0.45% | -2.57% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.16% | +0.03% | +5.10% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 2.11% | -0.34% | -22.60% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 2.09% | +0.09% | -3.74% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.94% | -0.19% | -0.15% | |
| 16 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.90% | -0.28% | +2.27% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.81% | +0.46% | +9.98% | |
| 18 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.76% | -0.44% | -0.69% | |
| 19 | TXN | Texas Instruments Inc | 股票-科技 | 1.75% | +0.38% | +2.37% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.70% | -0.59% | +0.05% | |
| 21 | TGT | Target CORP | 股票-循環性消費 | 1.69% | +0.02% | +15.25% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.63% | +0.16% | -0.65% | |
| 23 | RY | Royal Bank Of Canada | 股票-金融 | 1.45% | +0.17% | -0.14% | |
| 24 | AMGN | Amgen Inc | 股票-醫療保健 | 1.45% | -0.07% | +0.68% | |
| 25 | USB | US Bancorp | 股票-金融 | 1.44% | +0.10% | +1.63% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 1.43% | +0.03% | -24.08% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.41% | +0.09% | +1.21% | |
| 28 | WM | Waste Management Inc | 股票-工業 | 1.38% | -0.13% | -26.00% | |
| 29 | DFAI | Dimensional International Co | ETF-其他 | 1.28% | +0.39% | +7.30% | |
| 30 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.23% | +0.08% | -3.71% | |
| 31 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.21% | +0.20% | +7.59% | |
| 32 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.20% | +0.28% | -6.85% | |
| 33 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.18% | -0.04% | -2.28% | |
| 34 | LIN | Linde plc | 股票-原物料 | 1.18% | -0.03% | -4.92% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.13% | — | +1.52% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工業 | 1.09% | — | +6.25% | |
| 37 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.04% | +0.05% | -5.34% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | -0.27% | +706.61% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.96% | +0.02% | -22.02% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | -0.36% | -1.17% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 0.91% | -0.25% | -1.81% | |
| 42 | PM | Philip Morris International | 股票-非循環性消費 | 0.90% | -0.01% | -1.26% | |
| 43 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 0.85% | -0.12% | -0.25% | |
| 44 | GIS | General Mills Inc | 股票-非循環性消費 | 0.85% | -0.45% | -6.54% | |
| 45 | ITW | Illinois Tool Works | 股票-工業 | 0.84% | -0.03% | -2.23% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.84% | +0.01% | -2.42% | |
| 47 | COP | Conocophillips | 股票-能源 | 0.83% | -0.30% | +1.93% | |
| 48 | PAYX | Paychex Inc | 股票-科技 | 0.82% | +0.01% | +1.32% | |
| 49 | PSX | Phillips 66 | 股票-能源 | 0.78% | -0.17% | +13.79% | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.75% | -0.03% | -1.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1% | -2.46% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | +706.61% | 加碼 |
| 3 | ORCL | Oracle CORP | +0.5% | -18.95% | 減碼 |
| 4 | FFA | First Trust Enhan Eqty Inc | +0.5% | +4.76% | 加碼 |
| 5 | EMR | Emerson Electric Co | +0.4% | -1.14% | 減碼 |
| 6 | DFAU | Dimensional US Core Equity M | +0.3% | +9.98% | 加碼 |
| 7 | TXN | Texas Instruments Inc | +0.3% | +2.37% | 加碼 |
| 8 | CSCO | Cisco Systems Inc | +0.3% | -1.60% | 減碼 |
| 9 | IBM | Intl Business Machines CORP | +0.2% | -3.74% | 減碼 |
| 10 | RY | Royal Bank Of Canada | +0.2% | -0.14% | 減碼 |
| 11 | DFAI | Dimensional International Co | +0.2% | +7.30% | 加碼 |
| 12 | BAC | Bank Of America CORP | +0.2% | +1.21% | 加碼 |
| 13 | NVDA | Nvidia CORP | +0.2% | +51.52% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | NEW | 新建倉 |
| 15 | CAH | Cardinal Health Inc | +0.1% | -5.34% | 減碼 |
| 16 | GD | General Dynamics CORP | +0.1% | +0.01% | 加碼 |
| 17 | TROW | T Rowe Price Group Inc | +0.1% | +7.59% | 加碼 |
| 18 | TGT | Target CORP | +0.1% | +15.25% | 加碼 |
| 19 | USB | US Bancorp | +0.1% | +1.63% | 加碼 |
| 20 | PM | Philip Morris International | +0.1% | -1.26% | 減碼 |
| 21 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | 新建倉 |
| 22 | ICSH | Ishares Ultra Short Duration | +0.1% | +2.82% | 加碼 |
| 23 | DFAE | Dimensional Emerging Core Eq | +0.1% | +14.44% | 加碼 |
| 24 | PSX | Phillips 66 | +0.1% | +13.79% | 加碼 |
| 25 | KMB | Kimberly-clark CORP | -0.1% | -3.30% | 減碼 |
| 26 | CVS | Cvs Health CORP | -0.1% | -6.85% | 減碼 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | EXIT | 清倉 |
| 28 | PFE | Pfizer Inc | -0.1% | -24.14% | 減碼 |
| 29 | APD | Air Products & Chemicals Inc | -0.1% | -2.28% | 減碼 |
| 30 | BMY | Bristol-myers Squibb Co | -0.1% | EXIT | 清倉 |
| 31 | VZ | Verizon Communications Inc | -0.1% | -0.69% | 減碼 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | -1.17% | 減碼 |
| 33 | COP | Conocophillips | -0.1% | +1.93% | 加碼 |
| 34 | SJM | Jm Smucker Co/the | -0.2% | -15.81% | 減碼 |
| 35 | AMGN | Amgen Inc | -0.2% | +0.68% | 加碼 |
| 36 | JNJ | Johnson & Johnson | -0.2% | -0.15% | 減碼 |
| 37 | CLX | Clorox Company | -0.2% | -21.71% | 減碼 |
| 38 | GIS | General Mills Inc | -0.2% | -6.54% | 減碼 |
| 39 | ABBV | Abbvie Inc | -0.2% | -0.65% | 減碼 |
| 40 | PEP | Pepsico Inc | -0.2% | +2.27% | 加碼 |
| 41 | MCD | Mcdonald's CORP | -0.2% | -2.57% | 減碼 |
| 42 | AFL | Aflac Inc | -0.2% | -2.50% | 減碼 |
| 43 | CAG | Conagra Brands Inc | -0.3% | -0.25% | 減碼 |
| 44 | CVX | Chevron CORP | -0.3% | +0.05% | 加碼 |
| 45 | PG | Procter & Gamble Co/the | -0.4% | -22.02% | 減碼 |
| 46 | WMT | Walmart Inc | -0.4% | -22.60% | 減碼 |
| 47 | BSV | Vanguard Short-term Bond ETF | -0.4% | -9.51% | 減碼 |
| 48 | ADP | Automatic Data Processing | -0.5% | -24.08% | 減碼 |
| 49 | AAPL | Apple Inc | -0.5% | -2.63% | 減碼 |
| 50 | WM | Waste Management Inc | -0.5% | -26.00% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Alkeme Wealth, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$2.6億，共申報了 91 個公開持股部位。
在 Q2 2025 季度，Alkeme Wealth, LLC 按市值排列的前三大核心持股分別為：FFA (5.1%)、MSFT (4.3%)、BSV (4.1%)。其中最大持股部位 FFA 佔據整體投資組合約 5.1% 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
META
市值: US$31.5萬
本季最大獲利了結 / 清倉標的
BMY
前期市值: US$24.9萬
在 Q2 2025 季度中，Alkeme Wealth, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 18 個部位、減碼 28 個部位以及清倉 2 個部位。 其中最大新建倉標的為 META。 本季清倉部位包含 BMY。
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。