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: 0001767855
申報總市值
US$7.0億
US$7.0億
152 檔
14.5%
截至 Q3 2025 季度末，Global Wealth Management Investment Advisory, Inc. 的美股持倉估值約為 US$7.0億，全數申報部位共有 152 檔。
在 Q3 2025，Global Wealth Management Investment Advisory, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 27 個新部位，並對 78 個既有持股進行加碼（合計增持 105 檔），相較減碼與清倉部位顯著佔優。
整體而言，Global Wealth Management Investment Advisory, Inc. 的前 5 大持股（包含 VCIT, NVDA, VGSH）貢獻了組合市值的 14.5%，形成該機構在 Q3 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 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.55% | -0.04% | +2.98% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.51% | +0.12% | +17.42% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.50% | -0.18% | +3.58% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.30% | -0.02% | +3.91% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.21% | +0.29% | +2.27% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.14% | +0.16% | +3.10% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.93% | +0.10% | +3.61% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.78% | +0.03% | +3.18% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | — | +6.47% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.27% | -0.06% | +3.76% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.20% | — | +2.29% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.08% | +0.12% | -6.31% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 2.03% | -0.13% | +4.11% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.00% | +0.25% | -1.83% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.89% | -0.58% | +6.97% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.77% | +0.20% | +7.91% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.64% | +0.21% | +2.14% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.47% | +0.09% | +11.88% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.38% | +0.18% | +9.07% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.21% | — | -12.71% | |
| 21 | SCEC | Sterling Capital Enh Cb ETF | ETF-其他 | 1.13% | -0.01% | -0.98% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.13% | +0.18% | +1.76% | |
| 23 | MS | Morgan Stanley | 股票-金融 | 1.07% | +0.16% | -2.37% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | -1.44% | EXIT | |
| 25 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.00% | -0.25% | +3.24% | |
| 26 | TFC | Truist Financial CORP | 股票-金融 | 0.99% | +0.05% | +0.05% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.97% | -0.01% | -10.36% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.96% | +0.13% | +2.47% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 0.95% | +0.18% | -4.26% | |
| 30 | DCRE | Dbl Comm Real Est Debt | ETF-其他 | 0.89% | -0.07% | +4.42% | |
| 31 | CCI | Crown Castle Inc | 股票-房地產 | 0.87% | -0.22% | +0.05% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.87% | -0.05% | +11.13% | |
| 33 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.86% | -0.08% | +0.57% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.86% | +0.02% | +2.21% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.08% | +0.90% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.84% | -0.10% | +1.96% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.83% | — | +1.05% | |
| 38 | DUK | Duke Energy CORP | 股票-公用事業 | 0.81% | -0.06% | +1.48% | |
| 39 | D | Dominion Energy Inc | 股票-公用事業 | 0.80% | +0.01% | +0.93% | |
| 40 | SO | Southern Co/the | 股票-公用事業 | 0.80% | -0.09% | +0.18% | |
| 41 | NFLX | Netflix Inc | 股票-通訊服務 | 0.80% | -0.21% | +19.90% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.79% | +0.06% | +13.96% | |
| 43 | UBER | Uber Technologies Inc | 股票-工業 | 0.78% | -0.01% | +14.77% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | +0.11% | +0.67% | |
| 45 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.77% | — | — | |
| 46 | VICI | Vici Properties Inc | 股票-房地產 | 0.77% | -0.21% | +482.46% | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.76% | -0.03% | +16.86% | |
| 48 | ETN | Eaton Corporation plc | 股票-工業 | 0.75% | — | — | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.75% | +0.59% | +14.64% | |
| 50 | GD | General Dynamics CORP | 股票-工業 | 0.75% | -0.01% | -17.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +17.42% | 加碼 |
| 2 | VICI | Vici Properties Inc | +0.6% | +482.46% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.4% | +6.47% | 加碼 |
| 4 | ORCL | Oracle CORP | +0.4% | -12.71% | 減碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +9.07% | 加碼 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +2.27% | 加碼 |
| 7 | MDT | Medtronic plc | +0.3% | +26.48% | 加碼 |
| 8 | ABBV | Abbvie Inc | +0.3% | +7.91% | 加碼 |
| 9 | TFC | Truist Financial CORP | +0.3% | +0.05% | 加碼 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +3.18% | 加碼 |
| 11 | DAL | Delta Air Lines Inc | +0.2% | +14.26% | 加碼 |
| 12 | IEMG | Ishares Core Msci Emerging | +0.2% | +2.47% | 加碼 |
| 13 | XLK | Ss Technology Select Sector | +0.2% | +37.16% | 加碼 |
| 14 | NFLX | Netflix Inc | +0.2% | +19.90% | 加碼 |
| 15 | SHOP | Shopify Inc - Class A | +0.2% | +15.98% | 加碼 |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +14.64% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.2% | +11.13% | 加碼 |
| 18 | NET | Cloudflare Inc - Class A | +0.2% | +15.29% | 減碼 |
| 19 | TJX | Tjx Companies Inc | +0.1% | +25.05% | 加碼 |
| 20 | MAR | Marriott International -cl A | +0.1% | +49.87% | 加碼 |
| 21 | AXP | American Express Co | +0.1% | +13.96% | 加碼 |
| 22 | MS | Morgan Stanley | +0.1% | -2.37% | 減碼 |
| 23 | CAT | Caterpillar Inc | +0.1% | -4.26% | 減碼 |
| 24 | RTX | Rtx CORP | +0.1% | +16.86% | 加碼 |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | +17.98% | 加碼 |
| 26 | AMGN | Amgen Inc | +0.1% | +56.23% | 加碼 |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +5.44% | 加碼 |
| 28 | AVGO | Broadcom Inc | +0.1% | +77.97% | 加碼 |
| 29 | GLDM | Spdr Gold Minishares Trust | +0.1% | +4.74% | 加碼 |
| 30 | CELH | Celsius Holdings Inc | +0.1% | -0.76% | 減碼 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.33% | 加碼 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +27.62% | 加碼 |
| 33 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.61% | 加碼 |
| 34 | AMZN | Amazon.com Inc | +0.1% | +11.88% | 加碼 |
| 35 | IWY | Ishares Russell Top 200 Grow | +0.1% | -1.39% | 減碼 |
| 36 | AAPL | Apple Inc | 0% | +3.10% | 加碼 |
| 37 | UBER | Uber Technologies Inc | 0% | +14.77% | 減碼 |
| 38 | CI | THE Cigna Group | 0% | +40.23% | 加碼 |
| 39 | TMUS | T-mobile US Inc | 0% | +47.61% | 加碼 |
| 40 | BX | Blackstone Inc | 0% | +4.16% | 加碼 |
| 41 | VTWO | Vanguard Russell 2000 ETF | 0% | +41.48% | 加碼 |
| 42 | MA | Mastercard Inc - A | 0% | +18.59% | 加碼 |
| 43 | NEE | Nextera Energy Inc | 0% | +15.67% | 加碼 |
| 44 | IWS | Ishares Russell Mid-cap Valu | 0% | -0.68% | 加碼 |
| 45 | KKR | Kkr & Co Inc | 0% | +4.98% | 加碼 |
| 46 | IVW | Ishares S&p 500 Growth ETF | 0% | +13.16% | 加碼 |
| 47 | COST | Costco Wholesale CORP | 0% | +20.19% | 加碼 |
| 48 | O | Realty Income CORP | 0% | +4.99% | 加碼 |
| 49 | PLD | Prologis Inc | 0% | +8.46% | 加碼 |
| 50 | IWF | Ishares Russell 1000 Growth | 0% | +3.40% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Global Wealth Management Investment Advisory, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$7.0億，共申報了 152 個公開持股部位。
在 Q3 2025 季度，Global Wealth Management Investment Advisory, Inc. 按市值排列的前三大核心持股分別為：VCIT (3.5%)、NVDA (3.5%)、VGSH (3.5%)。其中最大持股部位 VCIT 佔據整體投資組合約 3.5% 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
SCEC
市值: US$675.7萬
本季最大獲利了結 / 清倉標的
MRK
前期市值: US$424.2萬
在 Q3 2025 季度中，Global Wealth Management Investment Advisory, Inc. 共進行了 165 項持倉異動，包含新建倉 27 個部位、加碼 78 個部位、減碼 46 個部位以及清倉 14 個部位。 其中最大新建倉標的為 SCEC。 本季清倉部位包含 MRK。
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。