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: 0002081110
申報總市值
US$9.5億
US$9.5億
328 檔
7.3%
Gibbs Wealth Management 在 Q3 2025 季度的美股部位總計估值為 US$9.5億，分散於 328 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2025 期間，Gibbs Wealth Management 展現了靈活的資產再平衡步調，透過出清 31 檔弱勢或達到目標價部位，將資金轉置於 52 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 SPYG, SPDW, GOVT）累計市值佔比達 7.3%，是驅動 Gibbs Wealth Management 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 328 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 4.17% | +0.11% | -29.73% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.17% | -0.68% | -16.43% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.96% | -0.14% | -33.04% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 2.93% | -0.11% | +3.04% | |
| 5 | SECT | Main Sector Rotation ETF | ETF-其他 | 2.62% | -0.25% | +545.49% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.46% | +0.09% | -12.27% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 2.46% | -0.11% | -19.53% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.30% | -0.09% | -26.34% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | +0.64% | -17.11% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.19% | -0.18% | +2.06% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | +0.57% | +8.99% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.92% | -0.03% | -28.29% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.75% | +0.37% | -22.11% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.39% | -0.01% | -10.12% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.27% | -0.11% | -14.60% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.21% | +0.03% | -23.01% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.19% | +0.03% | -22.59% | |
| 18 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.16% | +0.06% | -13.85% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 1.13% | +0.46% | -20.74% | |
| 20 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.10% | -0.02% | -19.50% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.08% | -0.04% | -11.59% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.03% | +0.06% | -17.69% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.97% | +0.11% | +277.66% | |
| 24 | MA | Mastercard Inc - A | 股票-金融 | 0.94% | +0.04% | -15.15% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | +0.02% | -33.08% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.69% | +0.01% | -26.74% | |
| 27 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.69% | +0.01% | +22.91% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.68% | -0.06% | -17.49% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.66% | — | -22.14% | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.65% | -0.18% | -27.89% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.62% | +0.36% | -15.42% | |
| 32 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.56% | -0.01% | -33.23% | |
| 33 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.53% | -0.06% | -13.92% | |
| 34 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.53% | +0.03% | -20.86% | |
| 35 | CSMD | Congress Smid Growth ETF | ETF-其他 | 0.52% | -0.04% | -11.75% | |
| 36 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.50% | -0.05% | -26.43% | |
| 37 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.49% | +0.03% | NEW | |
| 38 | MSCI | Msci Inc | 股票-金融 | 0.49% | -0.05% | -13.15% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | +0.06% | -16.83% | |
| 40 | HLI | Houlihan Lokey Inc | 股票-金融 | 0.48% | -0.02% | +51.41% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.47% | +0.09% | -53.56% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.45% | — | -21.81% | |
| 43 | AON | Aon plc | 股票-金融 | 0.45% | — | -30.49% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.42% | -0.13% | -20.06% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.42% | -0.03% | -10.93% | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.41% | +0.01% | -14.70% | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.41% | -0.11% | -22.17% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | — | -24.85% | |
| 49 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 0.40% | -0.03% | -17.88% | |
| 50 | PHYL | Pgim Active High Yield Bond | ETF-非投資等級債 | 0.39% | -0.03% | -14.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +8.99% | 加碼 |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.1% | -10.12% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.9% | +277.66% | 加碼 |
| 4 | ORCL | Oracle CORP | +0.7% | -28.29% | 減碼 |
| 5 | MSFT | Microsoft CORP | +0.5% | -17.11% | 減碼 |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | -16.43% | 加碼 |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.4% | -29.73% | 減碼 |
| 8 | SHOP | Shopify Inc - Class A | +0.4% | -13.85% | 減碼 |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | -12.27% | 加碼 |
| 10 | TSLA | Tesla Inc | +0.3% | -27.89% | 加碼 |
| 11 | CW | Curtiss-wright CORP | +0.3% | -19.98% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | -17.69% | 減碼 |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | -14.60% | 加碼 |
| 14 | HLI | Houlihan Lokey Inc | +0.3% | +51.41% | 加碼 |
| 15 | STRL | Sterling Infrastructure Inc | +0.2% | -21.19% | 減碼 |
| 16 | SPEM | State Street Sp Ptf Em ETF | +0.2% | -23.01% | 加碼 |
| 17 | UBER | Uber Technologies Inc | +0.2% | +160.44% | 加碼 |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.2% | +3.04% | 加碼 |
| 19 | GLD | Spdr Gold Shares | +0.2% | -1.36% | 加碼 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | -15.42% | 加碼 |
| 21 | VZ | Verizon Communications Inc | +0.1% | +22.91% | 加碼 |
| 22 | RMBS | Rambus Inc | +0.1% | -16.24% | 加碼 |
| 23 | THC | Tenet Healthcare CORP | +0.1% | -21.78% | 加碼 |
| 24 | AVAV | Aerovironment Inc | +0.1% | -12.35% | 減碼 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -33.08% | 減碼 |
| 26 | PRIM | Primoris Services CORP | +0.1% | -13.40% | 減碼 |
| 27 | PLTR | Palantir Technologies Inc-a | +0.1% | +5.31% | 加碼 |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +2.06% | 加碼 |
| 29 | GLDM | Spdr Gold Minishares Trust | +0.1% | +30.46% | 加碼 |
| 30 | AMAT | Applied Materials Inc | +0.1% | -16.50% | 加碼 |
| 31 | SBUX | Starbucks CORP | +0.1% | -10.93% | 加碼 |
| 32 | IDCC | Interdigital Inc | +0.1% | -11.23% | 加碼 |
| 33 | LGND | Ligand Pharmaceuticals | +0.1% | -13.28% | 加碼 |
| 34 | SE | Sea Ltd-adr | +0.1% | -20.24% | 加碼 |
| 35 | NEM | Newmont CORP | +0.1% | +5.48% | 加碼 |
| 36 | MPWR | Monolithic Power Systems Inc | +0.1% | -16.05% | 加碼 |
| 37 | RY | Royal Bank Of Canada | +0.1% | -3.79% | 減碼 |
| 38 | NOW | Servicenow Inc | +0.1% | -14.70% | 加碼 |
| 39 | CALX | Calix Inc | +0.1% | -13.85% | 減碼 |
| 40 | NVMI | Nova Ltd. | +0.1% | -12.43% | 加碼 |
| 41 | BOOT | Boot Barn Holdings Inc | +0.1% | +1.85% | 加碼 |
| 42 | CXT | Crane Nxt Co | +0.1% | -22.07% | 加碼 |
| 43 | WFC | Wells Fargo & Co | +0.1% | -9.33% | 加碼 |
| 44 | P | Everpure Inc-a | +0.1% | -20.53% | 減碼 |
| 45 | NFLX | Netflix Inc | +0.1% | -26.74% | 減碼 |
| 46 | EPAM | Epam Systems Inc | +0.1% | +13.68% | 加碼 |
| 47 | BAC | Bank Of America CORP | +0.1% | -17.03% | 加碼 |
| 48 | ASML | ASML Holding N.V. | +0.1% | -17.24% | 減碼 |
| 49 | MS | Morgan Stanley | +0.1% | -18.05% | 加碼 |
| 50 | FIX | Comfort Systems USA Inc | +0.1% | -42.19% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Gibbs Wealth Management 在 Q3 2025 季度的美股持倉總市值約為 US$9.5億，共申報了 328 個公開持股部位。
在 Q3 2025 季度，Gibbs Wealth Management 按市值排列的前三大核心持股分別為：SPYG (4.2%)、SPDW (3.2%)、GOVT (3.0%)。其中最大持股部位 SPYG 佔據整體投資組合約 4.2% 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
IDXX
市值: US$142.0萬
本季最大獲利了結 / 清倉標的
CPRT
前期市值: US$158.7萬
在 Q3 2025 季度中，Gibbs Wealth Management 共進行了 200 項持倉異動，包含新建倉 52 個部位、加碼 45 個部位、減碼 72 個部位以及清倉 31 個部位。 其中最大新建倉標的為 IDXX。 本季清倉部位包含 CPRT。
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。