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: 0001940869
申報總市值
US$21.0億
US$21.0億
175 檔
10.7%
在 Q2 2025 申報期間，GDS Wealth Management（CIK: 0001940869）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$21.0億，共持有 175 個公開申報部位。
Q2 2025 數據顯示 GDS Wealth Management 積極進場，新開立 13 個部位並同步加碼 100 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，GDS Wealth Management 的前 5 大核心持股（包含 LQD, VCIT, VCLT 等）合計佔整體申報市值的 10.7%，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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 4.98% | -0.34% | -5.38% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.44% | -0.42% | -2.34% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 3.14% | -0.34% | -8.01% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 2.68% | -0.29% | +4.44% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 2.17% | -0.28% | -15.14% | |
| 6 | IDV | Ishares International Select | ETF-其他 | 2.12% | -0.48% | -3.83% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.04% | -0.06% | +2.15% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.04% | -0.22% | +1.23% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.03% | -0.56% | +0.47% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.01% | -0.12% | +8.80% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | -0.12% | +0.87% | |
| 12 | TT | Trane Technologies plc | 股票-工業 | 1.76% | -0.03% | +1.17% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.71% | -0.20% | +8.96% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.70% | -0.08% | +4.41% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.65% | -0.25% | +4.54% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.63% | -0.04% | +28.80% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.60% | +0.03% | +3.40% | |
| 18 | LGOV | First Tr Long Duration O-etf | ETF-其他 | 1.59% | -0.25% | +3.51% | |
| 19 | DEED | First Trust Securitized Plus | ETF-其他 | 1.58% | -0.24% | +3.20% | |
| 20 | AXP | American Express Co | 股票-金融 | 1.55% | -0.06% | +3.05% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.53% | -0.15% | +4.06% | |
| 22 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.52% | +0.78% | +28.44% | |
| 23 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.48% | -0.17% | +5.93% | |
| 24 | ALL | Allstate CORP | 股票-金融 | 1.38% | -0.04% | +1.41% | |
| 25 | IR | Ingersoll-rand Inc | 股票-工業 | 1.37% | -0.19% | +21.70% | |
| 26 | SHAK | Shake Shack Inc - Class A | 股票-循環性消費 | 1.33% | -0.27% | +50.16% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 1.31% | -0.44% | +4.79% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 1.27% | -0.01% | +2.17% | |
| 29 | MU | Micron Technology Inc | 股票-科技 | 1.27% | +1.76% | +131.73% | |
| 30 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.24% | -0.04% | +5.00% | |
| 31 | SPGI | S&p Global Inc | 股票-金融 | 1.23% | -0.15% | +3.99% | |
| 32 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.22% | -0.29% | +1.49% | |
| 33 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 1.22% | -0.01% | EXIT | |
| 34 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.21% | -1.95% | -50.37% | |
| 35 | DXCM | Dexcom Inc | 股票-醫療保健 | 1.21% | +0.08% | +8.36% | |
| 36 | STE | STERIS plc | 股票-醫療保健 | 1.15% | -0.17% | +4.54% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 1.14% | +0.07% | +5.64% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.13% | — | +95.65% | |
| 39 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.11% | +0.20% | +8.06% | |
| 40 | FISV | Fiserv Inc | 股票-其他 | 1.02% | — | +4.01% | |
| 41 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.01% | -0.03% | +31.62% | |
| 42 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.98% | -0.18% | +20.07% | |
| 43 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 0.96% | -0.13% | +16.77% | |
| 44 | APH | Amphenol Corp-cl A | 股票-科技 | 0.96% | +0.20% | +94.23% | |
| 45 | AXON | Axon Enterprise Inc | 股票-工業 | 0.94% | — | +23.35% | |
| 46 | FANG | Diamondback Energy Inc | 股票-能源 | 0.94% | -0.33% | -13.35% | |
| 47 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.90% | +0.06% | +21.62% | |
| 48 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.88% | -0.51% | EXIT | |
| 49 | ICE | Intercontinental Exchange In | 股票-金融 | 0.88% | -0.21% | -16.50% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.86% | +1.51% | +33.48% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.8% | +131.73% | 加碼 |
| 2 | GEV | GE Vernova Inc | +0.8% | NEW | 新建倉 |
| 3 | SHAK | Shake Shack Inc - Class A | +0.7% | +50.16% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.6% | +28.80% | 加碼 |
| 5 | EL | Estee Lauder Companies-cl A | +0.6% | +88.81% | 加碼 |
| 6 | APH | Amphenol Corp-cl A | +0.6% | +94.23% | 加碼 |
| 7 | SNPS | Synopsys Inc | +0.6% | NEW | 新建倉 |
| 8 | CDNS | Cadence Design Sys Inc | +0.5% | NEW | 新建倉 |
| 9 | HPE | Hewlett Packard Enterprise | +0.5% | +28.44% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.4% | +8.80% | 加碼 |
| 11 | AXON | Axon Enterprise Inc | +0.4% | +23.35% | 加碼 |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +27.88% | 加碼 |
| 13 | AMD | Advanced Micro Devices | +0.3% | +33.48% | 加碼 |
| 14 | LRCX | Lam Research CORP | +0.3% | +42.61% | 加碼 |
| 15 | SPOT | Spotify Technology S.A. | +0.3% | +20.07% | 加碼 |
| 16 | BSX | Boston Scientific CORP | +0.3% | +56.19% | 加碼 |
| 17 | ADI | Analog Devices Inc | +0.3% | +67.41% | 加碼 |
| 18 | THC | Tenet Healthcare CORP | +0.2% | +16.77% | 加碼 |
| 19 | HUBS | Hubspot Inc | +0.2% | +79.69% | 加碼 |
| 20 | GWRE | Guidewire Software Inc | +0.2% | +33.71% | 加碼 |
| 21 | PINS | Pinterest Inc- Class A | +0.2% | +45.95% | 加碼 |
| 22 | MPWR | Monolithic Power Systems Inc | +0.2% | +21.62% | 加碼 |
| 23 | TT | Trane Technologies plc | +0.2% | +1.17% | 加碼 |
| 24 | FLYW | Flywire Corp-voting | +0.2% | +25.85% | 加碼 |
| 25 | META | Meta Platforms Inc-class A | +0.2% | +4.06% | 加碼 |
| 26 | DXCM | Dexcom Inc | +0.2% | +8.36% | 加碼 |
| 27 | WIX | Wix.com Ltd. | +0.2% | +58.85% | 加碼 |
| 28 | MLM | Martin Marietta Materials | +0.2% | +40.95% | 加碼 |
| 29 | FTNT | Fortinet Inc | +0.2% | +52.27% | 加碼 |
| 30 | NTRA | Natera Inc | +0.2% | +22.33% | 加碼 |
| 31 | HQY | Healthequity Inc | +0.2% | +28.35% | 加碼 |
| 32 | TSCO | Tractor Supply Company | +0.1% | +64.29% | 加碼 |
| 33 | ORI | Old Republic Intl CORP | +0.1% | NEW | 新建倉 |
| 34 | CMG | Chipotle Mexican Grill Inc | +0.1% | +27.59% | 加碼 |
| 35 | TOL | Toll Brothers Inc | +0.1% | +35.12% | 加碼 |
| 36 | IR | Ingersoll-rand Inc | +0.1% | +21.70% | 加碼 |
| 37 | COST | Costco Wholesale CORP | +0.1% | +29.15% | 加碼 |
| 38 | WELL | Welltower Inc | +0.1% | +33.82% | 加碼 |
| 39 | TW | Tradeweb Markets Inc-class A | +0.1% | +35.49% | 加碼 |
| 40 | AXP | American Express Co | +0.1% | +3.05% | 加碼 |
| 41 | DECK | Deckers Outdoor CORP | +0.1% | +47.57% | 加碼 |
| 42 | OKTA | Okta Inc | +0.1% | NEW | 新建倉 |
| 43 | NXPI | NXP Semiconductors N.V. | +0.1% | +8.06% | 加碼 |
| 44 | AVGO | Broadcom Inc | +0.1% | +0.78% | 加碼 |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +0.87% | 加碼 |
| 46 | MSI | Motorola Solutions Inc | 0% | +29.81% | 加碼 |
| 47 | VTI | Vanguard Total Stock Mkt ETF | 0% | +41.41% | 加碼 |
| 48 | INCY | Incyte CORP | 0% | NEW | 新建倉 |
| 49 | AMZN | Amazon.com Inc | 0% | +2.15% | 加碼 |
| 50 | TSLA | Tesla Inc | 0% | +48.55% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，GDS Wealth Management 在 Q2 2025 季度的美股持倉總市值約為 US$21.0億，共申報了 175 個公開持股部位。
在 Q2 2025 季度，GDS Wealth Management 按市值排列的前三大核心持股分別為：LQD (5.0%)、VCIT (3.4%)、VCLT (3.1%)。其中最大持股部位 LQD 佔據整體投資組合約 5.0% 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
GEV
市值: US$1078.3萬
本季最大獲利了結 / 清倉標的
SDVY
前期市值: US$637.4萬
在 Q2 2025 季度中，GDS Wealth Management 共進行了 161 項持倉異動，包含新建倉 13 個部位、加碼 100 個部位、減碼 43 個部位以及清倉 5 個部位。 其中最大新建倉標的為 GEV。 本季清倉部位包含 SDVY。
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。