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: 0001929071
申報總市值
US$2.2億
US$2.2億
83 檔
34.1%
根據最新整理的 13F 季度數據集，Finer Wealth Management, Inc. 於 Q4 2025 結束時的管理資產規模為 US$2.2億。該機構在本季度申報了 83 檔美股持倉，呈現出該時期的主要投資地圖。
Q4 2025 的申報記錄反映 Finer Wealth Management, Inc. 的板塊替換策略：機構本季推動了 26 筆增持與 21 筆減持，籌碼呈現明顯的結構重組。
整體而言，Finer Wealth Management, Inc. 的前 5 大持股（包含 AAPL, MSFT, NVDA）貢獻了組合市值的 34.1%，形成該機構在 Q4 2025 季度的基本面基石。
| # | 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 | 9.07% | -0.10% | +1.10% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.59% | -0.63% | +9.58% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 7.57% | +0.06% | -1.91% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 7.08% | +0.67% | -5.54% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.58% | +0.40% | +0.24% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.01% | +0.03% | +1.71% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.42% | -0.56% | +1.21% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.37% | — | +1.83% | |
| 9 | CAT | Caterpillar Inc | 股票-工業 | 2.78% | +1.13% | -1.21% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 2.68% | -0.60% | +1.90% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 2.34% | +3.44% | +0.28% | |
| 12 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.32% | -0.13% | +3.98% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.84% | -0.13% | +4.78% | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 1.71% | -0.41% | +5.15% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.67% | +0.49% | -1.77% | |
| 16 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.58% | -0.18% | +2.18% | |
| 17 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.57% | -0.36% | +6.41% | |
| 18 | T | At&t Inc | 股票-通訊服務 | 1.52% | -0.66% | -2.41% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 1.51% | +0.07% | +13.39% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | -0.61% | +1.11% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.42% | -0.32% | +16.71% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.36% | -0.15% | +26.45% | |
| 23 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.34% | -0.40% | -2.66% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.32% | -0.39% | +5.90% | |
| 25 | MSTR | Strategy Inc | 股票-科技 | 1.17% | -0.77% | -28.32% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.14% | -0.47% | -0.55% | |
| 27 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.92% | -0.14% | -2.73% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.90% | -0.05% | -0.19% | |
| 29 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.90% | -0.17% | +30.56% | |
| 30 | ASML | ASML Holding N.V. | 股票-科技 | 0.88% | +0.39% | — | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.82% | -0.11% | +7.38% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.82% | -0.18% | — | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | +0.11% | -5.69% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.69% | -0.08% | +129.69% | |
| 35 | AVGO | Broadcom Inc | 股票-科技 | 0.68% | -0.02% | +9.40% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.61% | +0.22% | +1.95% | |
| 37 | MO | Altria Group Inc | 股票-非循環性消費 | 0.58% | +0.08% | — | |
| 38 | LMT | Lockheed Martin CORP | 股票-工業 | 0.56% | -0.21% | -35.81% | |
| 39 | RTX | Rtx CORP | 股票-工業 | 0.50% | +0.03% | +0.11% | |
| 40 | ETHE | Grayscale Ethereum Staking E | ETF-其他 | 0.45% | -0.11% | +40.10% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.44% | +0.01% | +4.89% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | -0.01% | -4.97% | |
| 43 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 0.43% | -0.02% | -0.33% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.41% | -0.04% | -1.67% | |
| 45 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.39% | -0.05% | — | |
| 46 | MU | Micron Technology Inc | 股票-科技 | 0.38% | +0.53% | — | |
| 47 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.34% | -0.12% | — | |
| 48 | CMS | Cms Energy CORP | 股票-公用事業 | 0.30% | -0.04% | — | |
| 49 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.30% | +0.10% | +82.52% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.30% | +0.56% | +7.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.6% | -5.54% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | +0.24% | 加碼 |
| 3 | AMD | Advanced Micro Devices | +0.5% | +0.28% | 加碼 |
| 4 | MRK | Merck & Co. Inc. | +0.5% | +3.98% | 加碼 |
| 5 | AAPL | Apple Inc | +0.4% | +1.10% | 加碼 |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.4% | +129.69% | 加碼 |
| 7 | CAT | Caterpillar Inc | +0.4% | -1.21% | 減碼 |
| 8 | GLD | Spdr Gold Shares | +0.3% | +30.56% | 加碼 |
| 9 | CRM | Salesforce Inc | +0.2% | +5.15% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +1.71% | 加碼 |
| 11 | WMT | Walmart Inc | +0.2% | +1.90% | 加碼 |
| 12 | TSLA | Tesla Inc | +0.2% | +13.39% | 加碼 |
| 13 | IBB | Ishares Biotechnology ETF | +0.2% | +7.38% | 加碼 |
| 14 | MU | Micron Technology Inc | +0.2% | — | 不變 |
| 15 | ABBV | Abbvie Inc | +0.1% | +125.93% | 加碼 |
| 16 | PLTR | Palantir Technologies Inc-a | +0.1% | +16.71% | 加碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -5.69% | 減碼 |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +82.52% | 加碼 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +1.11% | 加碼 |
| 20 | PEP | Pepsico Inc | +0.1% | +5.90% | 加碼 |
| 21 | AVGO | Broadcom Inc | +0.1% | +9.40% | 加碼 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.77% | 減碼 |
| 23 | MCD | Mcdonald's CORP | +0.1% | +6.41% | 加碼 |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | +2.18% | 加碼 |
| 25 | ASML | ASML Holding N.V. | +0.1% | — | 不變 |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +1.83% | 加碼 |
| 27 | MSFT | Microsoft CORP | -0.1% | +9.58% | 加碼 |
| 28 | MO | Altria Group Inc | -0.1% | — | 不變 |
| 29 | SCHA | Schwab US Small-cap ETF | -0.1% | -30.37% | 減碼 |
| 30 | VZ | Verizon Communications Inc | -0.2% | -2.66% | 減碼 |
| 31 | KHC | Kraft Heinz Co/the | -0.2% | -41.70% | 減碼 |
| 32 | TXN | Texas Instruments Inc | -0.2% | -42.77% | 減碼 |
| 33 | T | At&t Inc | -0.3% | -2.41% | 減碼 |
| 34 | LMT | Lockheed Martin CORP | -0.4% | -35.81% | 減碼 |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | -0.4% | -2.73% | 減碼 |
| 36 | NVDA | Nvidia CORP | -0.4% | -1.91% | 減碼 |
| 37 | META | Meta Platforms Inc-class A | -0.6% | +1.21% | 加碼 |
| 38 | ET | Energy Transfer LP | -1.3% | -83.92% | 減碼 |
| 39 | MSTR | Strategy Inc | -2.4% | -28.32% | 減碼 |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | 新建倉 |
| 41 | SUN | Sunoco LP | — | EXIT | 清倉 |
| 42 | SLV | Ishares Silver Trust | — | NEW | 新建倉 |
| 43 | KMB | Kimberly-clark CORP | — | EXIT | 清倉 |
| 44 | EPD | Enterprise Products Partners | — | EXIT | 清倉 |
| 45 | HBR | Canary Hbar ETF | — | NEW | 新建倉 |
| 46 | COST | Costco Wholesale CORP | — | NEW | 新建倉 |
| 47 | ETH | Grayscale Ethereum Staking M | — | EXIT | 清倉 |
| 48 | ✓ | Tidal Tr Ii | — | EXIT | 清倉 |
| 49 | DEFT | Defi Technologies Inc | — | EXIT | 清倉 |
| 50 | USO | United States Oil Fund LP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Finer Wealth Management, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$2.2億，共申報了 83 個公開持股部位。
在 Q4 2025 季度，Finer Wealth Management, Inc. 按市值排列的前三大核心持股分別為：AAPL (9.1%)、MSFT (7.6%)、NVDA (7.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.1% 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
SHY
市值: US$168.5萬
本季最大獲利了結 / 清倉標的
SUN
前期市值: US$153.9萬
在 Q4 2025 季度中，Finer Wealth Management, Inc. 共進行了 47 項持倉異動，包含新建倉 4 個部位、加碼 22 個部位、減碼 14 個部位以及清倉 7 個部位。 其中最大新建倉標的為 SHY。 本季清倉部位包含 SUN。
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。