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: 0001942548
申報總市值
US$9.4億
US$9.4億
305 檔
19.2%
在 Q4 2025 申報期間，FSM Wealth Advisors, LLC（CIK: 0001942548）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$9.4億，共持有 305 個公開申報部位。
在 Q4 2025 期間，FSM Wealth Advisors, LLC 展現了靈活的資產再平衡步調，透過出清 3 檔弱勢或達到目標價部位，將資金轉置於 2 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 JPIB, BOND, JAVA）累計市值佔比達 19.2%，是驅動 FSM Wealth Advisors, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 305 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 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 6.11% | -0.06% | +21.59% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 5.35% | -0.65% | +11.17% | |
| 3 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 4.62% | -0.18% | +4.35% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.34% | +0.11% | +4.09% | |
| 5 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 4.29% | -0.37% | +2.61% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.89% | -0.05% | +6.36% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.82% | -0.07% | +10.84% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.25% | +0.15% | +10.53% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.09% | +0.05% | +3.67% | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 2.76% | -0.15% | +1.10% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.72% | +0.05% | -1.53% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.67% | +0.04% | +2.48% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.32% | -0.21% | +4.50% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.11% | +0.17% | +11.45% | |
| 15 | IGF | Ishares Global Infrastructur | ETF-其他 | 1.99% | -0.23% | +17.09% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | -0.05% | -7.22% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.89% | +0.43% | -15.14% | |
| 18 | REET | Ishares Global Reit ETF | ETF-其他 | 1.84% | +0.04% | +11.88% | |
| 19 | TAFM | AB Tax Aware Inter Muni | ETF-其他 | 1.54% | +0.62% | +23.95% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.28% | -0.22% | +11.52% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.25% | +0.08% | -3.76% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | +0.10% | -10.16% | |
| 23 | PGR | Progressive CORP | 股票-金融 | 0.98% | -0.09% | +2.87% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.86% | +0.08% | -8.50% | |
| 25 | CGGO | Cap Group Global Growth | ETF-其他 | 0.78% | +0.03% | +1.18% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | -0.03% | -4.32% | |
| 27 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.71% | -0.17% | -3.90% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | +0.09% | +13.84% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.27% | -3.53% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.70% | -0.04% | +3.47% | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 0.65% | +0.08% | +116.56% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.08% | -5.67% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | -0.02% | -11.69% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | +0.06% | +8.69% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.51% | +0.42% | +3.01% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.50% | +0.21% | +5.80% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.50% | -0.08% | +9.61% | |
| 38 | GE | General Electric | 股票-工業 | 0.47% | +0.02% | +12.48% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.45% | -0.08% | -24.25% | |
| 40 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.43% | -0.05% | +1.19% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.39% | -0.04% | -17.89% | |
| 42 | FNX | First Trust Mid Cap Core Alp | ETF-其他 | 0.38% | -0.03% | +8.52% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.36% | -0.02% | -29.45% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.34% | -0.02% | +1.88% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.33% | -0.05% | -13.89% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | — | -36.48% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.32% | -0.03% | +12.41% | |
| 48 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.31% | -0.08% | +11.91% | |
| 49 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.30% | -0.02% | +3.08% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.30% | -0.03% | -28.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPIB | Jpmorgan Intl Bnd ETF | +0.9% | +21.59% | 加碼 |
| 2 | BOND | Pimco Active Bond Exchange-t | +0.4% | +11.17% | 加碼 |
| 3 | SCHF | Schwab Intl Equity ETF | +0.3% | +10.53% | 加碼 |
| 4 | TAFM | AB Tax Aware Inter Muni | +0.3% | +23.95% | 加碼 |
| 5 | IGF | Ishares Global Infrastructur | +0.2% | +17.09% | 加碼 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +10.84% | 加碼 |
| 7 | JAVA | Jpmorgan Active Value ETF | +0.2% | +4.35% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -3.76% | 減碼 |
| 9 | VT | Vanguard Tot World Stk ETF | +0.2% | +6.36% | 加碼 |
| 10 | SCHG | Schwab US Large-cap Growth | +0.2% | +11.45% | 加碼 |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +4.09% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -10.16% | 減碼 |
| 13 | REET | Ishares Global Reit ETF | +0.1% | +11.88% | 加碼 |
| 14 | JPST | Jpmorgan Ultra-short Income | +0.1% | +11.52% | 加碼 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.84% | 加碼 |
| 16 | LLY | Eli Lilly & Co | +0.1% | +4.19% | 加碼 |
| 17 | KLAC | Kla CORP | +0.1% | +136.71% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | +8.69% | 加碼 |
| 19 | JNJ | Johnson & Johnson | +0.1% | +12.41% | 加碼 |
| 20 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +3.67% | 加碼 |
| 21 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +4.50% | 加碼 |
| 22 | GE | General Electric | +0.1% | +12.48% | 加碼 |
| 23 | AAPL | Apple Inc | 0% | -1.53% | 減碼 |
| 24 | VONV | Vanguard Russell 1000 Value | 0% | +1.10% | 加碼 |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | +2.48% | 加碼 |
| 26 | NVDA | Nvidia CORP | — | -15.14% | 減碼 |
| 27 | JMST | JPM Ultra-short Muni Income | 0% | +2.61% | 加碼 |
| 28 | NFLX | Netflix Inc | -0.1% | +752.17% | 加碼 |
| 29 | BSX | Boston Scientific CORP | -0.1% | -59.53% | 減碼 |
| 30 | ADBE | Adobe Inc | -0.1% | -55.59% | 減碼 |
| 31 | EA | Electronic Arts Inc | -0.1% | -62.27% | 減碼 |
| 32 | DHR | Danaher CORP | -0.1% | -50.15% | 減碼 |
| 33 | AMT | American Tower CORP | -0.1% | -39.50% | 減碼 |
| 34 | HD | Home Depot Inc | -0.1% | -11.61% | 減碼 |
| 35 | JPM | Jpmorgan Chase & Co | -0.1% | -11.69% | 減碼 |
| 36 | AME | Ametek Inc | -0.1% | -62.41% | 減碼 |
| 37 | COST | Costco Wholesale CORP | -0.1% | -27.85% | 減碼 |
| 38 | ABT | Abbott Laboratories | -0.1% | -34.00% | 減碼 |
| 39 | VEA | Vanguard Ftse Developed ETF | -0.1% | -28.26% | 減碼 |
| 40 | VOO | Vanguard S&p 500 ETF | -0.2% | -29.45% | 減碼 |
| 41 | META | Meta Platforms Inc-class A | -0.2% | -17.89% | 減碼 |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -24.25% | 減碼 |
| 43 | V | Visa Inc-class A Shares | -0.2% | -36.48% | 減碼 |
| 44 | ORCL | Oracle CORP | -0.3% | -41.93% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.4% | -7.22% | 減碼 |
| 46 | ✓ | Raytheon Technologies CORP | — | EXIT | 清倉 |
| 47 | RTX | Rtx CORP | — | NEW | 新建倉 |
| 48 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | 新建倉 |
| 49 | TQQQ | Proshares Ultrapro Qqq | — | EXIT | 清倉 |
| 50 | MDLZ | Mondelez International Inc-a | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，FSM Wealth Advisors, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$9.4億，共申報了 305 個公開持股部位。
在 Q4 2025 季度，FSM Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：JPIB (6.1%)、BOND (5.3%)、JAVA (4.6%)。其中最大持股部位 JPIB 佔據整體投資組合約 6.1% 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
RTX
市值: US$161.9萬
本季最大獲利了結 / 清倉標的
RAYTHEON TECHNOLOGIES CORP
前期市值: US$194.7萬
在 Q4 2025 季度中，FSM Wealth Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 24 個部位、減碼 21 個部位以及清倉 3 個部位。 其中最大新建倉標的為 RTX。 本季清倉部位包含 RAYTHEON TECHNOLOGIES CORP。
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。