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: 0001759751
申報總市值
US$4.1億
US$4.1億
131 檔
22.0%
在 Q4 2025 的 13F 官方備案中，Inlet Private Wealth, LLC 管理的美股投資組合規模來到 US$4.1億，整體持股檔數為 131 檔。
從 Q4 2025 申報觀察，Inlet Private Wealth, LLC 採取防禦導向的調倉策略，本季減碼 34 檔個股並出清 6 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, MCK）累計市值佔比達 22.0%，是驅動 Inlet Private Wealth, LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
CPRT
市值: US$263.7萬
本季最大獲利了結 / 清倉標的
ZBH
前期市值: US$445.4萬
| # | 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 | 5.17% | -0.12% | -3.14% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.40% | -0.19% | -1.00% | |
| 3 | MCK | Mckesson CORP | 股票-醫療保健 | 4.07% | -1.10% | -2.97% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.76% | -0.32% | -4.45% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.64% | -0.16% | -3.47% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.17% | +0.04% | -6.64% | |
| 7 | STX | Seagate Technology Holdings plc | 股票-科技 | 3.01% | +1.08% | -20.90% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.61% | +0.82% | -4.26% | |
| 9 | C | Citigroup Inc | 股票-金融 | 2.53% | +0.30% | -6.07% | |
| 10 | GE | General Electric | 股票-工業 | 2.28% | +0.11% | -3.04% | |
| 11 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 2.02% | +0.23% | -3.98% | |
| 12 | WM | Waste Management Inc | 股票-工業 | 1.97% | -0.30% | -3.26% | |
| 13 | CME | Cme Group Inc | 股票-金融 | 1.94% | -0.73% | -4.14% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.89% | +0.25% | -3.54% | |
| 15 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 1.85% | -0.10% | -4.08% | |
| 16 | MO | Altria Group Inc | 股票-非循環性消費 | 1.70% | -0.03% | -4.50% | |
| 17 | AMGN | Amgen Inc | 股票-醫療保健 | 1.70% | -0.16% | -5.74% | |
| 18 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.69% | -0.23% | -6.85% | |
| 19 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.64% | -0.12% | -5.09% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.64% | +0.09% | -13.76% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.62% | +0.06% | -5.65% | |
| 22 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.55% | -0.03% | -2.23% | |
| 23 | ✓ | Ituran Location And Control | 股票-其他 | 1.32% | +0.29% | -5.30% | |
| 24 | PHG | Koninklijke Philips Nvr- Ny | 股票-醫療保健 | 1.14% | -0.06% | -20.27% | |
| 25 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.13% | +0.39% | -10.65% | |
| 26 | SU | Suncor Energy Inc | 股票-能源 | 1.10% | -0.40% | — | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.10% | -0.09% | -7.10% | |
| 28 | FIS | Fidelity National Info Serv | 股票-科技 | 1.07% | -0.34% | -18.55% | |
| 29 | DVA | Davita Inc | 股票-醫療保健 | 1.06% | +0.60% | -4.24% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.06% | -0.13% | -0.47% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 1.05% | -0.16% | -8.23% | |
| 32 | FLUT | Flutter Entertainment plc | 股票-循環性消費 | 1.04% | -0.11% | -0.97% | |
| 33 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.02% | +0.03% | +1515.71% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.98% | — | +2.55% | |
| 35 | NEM | Newmont CORP | 股票-原物料 | 0.96% | -0.21% | -0.48% | |
| 36 | FISV | Fiserv Inc | 股票-其他 | 0.95% | -0.16% | +525.62% | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.90% | -0.14% | -1.06% | |
| 38 | FLEX | Flex Ltd. | 股票-科技 | 0.88% | +1.45% | -5.99% | |
| 39 | BLK | Blackrock Inc | 股票-金融 | 0.88% | -0.10% | -1.94% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.87% | +0.06% | -3.53% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.84% | -0.08% | — | |
| 42 | EBAY | Ebay Inc | 股票-循環性消費 | 0.83% | +0.02% | -1.96% | |
| 43 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.83% | -0.29% | -10.89% | |
| 44 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.81% | — | -6.69% | |
| 45 | FHI | Federated Hermes Inc | 股票-金融 | 0.73% | -0.17% | -6.32% | |
| 46 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.73% | -0.14% | -0.26% | |
| 47 | TXT | Textron Inc | 股票-工業 | 0.70% | — | +869.44% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.69% | -0.13% | — | |
| 49 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 0.65% | -0.06% | -6.75% | |
| 50 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.64% | +0.01% | -14.68% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BDX | Becton Dickinson And Co | +1% | +1515.71% | 加碼 |
| 2 | FISV | Fiserv Inc | +0.7% | +525.62% | 加碼 |
| 3 | TXT | Textron Inc | +0.6% | +869.44% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -6.64% | 減碼 |
| 5 | AAPL | Apple Inc | +0.3% | -3.14% | 減碼 |
| 6 | MRK | Merck & Co. Inc. | +0.3% | -6.85% | 減碼 |
| 7 | CSCO | Cisco Systems Inc | +0.3% | -4.26% | 減碼 |
| 8 | C | Citigroup Inc | +0.3% | -6.07% | 減碼 |
| 9 | MCK | Mckesson CORP | +0.2% | -2.97% | 減碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -13.76% | 減碼 |
| 11 | ✓ | Ituran Location And Control | +0.2% | -5.30% | 減碼 |
| 12 | AMGN | Amgen Inc | +0.2% | -5.74% | 減碼 |
| 13 | NEM | Newmont CORP | +0.2% | -0.48% | 減碼 |
| 14 | RPRX | Royalty Pharma plc | +0.2% | -3.98% | 減碼 |
| 15 | CB | Chubb Limited | +0.1% | +2.55% | 加碼 |
| 16 | FN | Fabrinet | +0.1% | -1.02% | 減碼 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -4.45% | 減碼 |
| 18 | BLK | Blackrock Inc | -0.1% | -1.94% | 減碼 |
| 19 | VTS | Vitesse Energy Inc | -0.1% | -19.14% | 減碼 |
| 20 | HPQ | Hp Inc | -0.1% | -8.08% | 減碼 |
| 21 | PAYX | Paychex Inc | -0.1% | -59.68% | 減碼 |
| 22 | LH | Labcorp Holdings Inc | -0.2% | -6.69% | 減碼 |
| 23 | STX | Seagate Technology Holdings plc | -0.2% | -20.90% | 減碼 |
| 24 | FLUT | Flutter Entertainment plc | -0.2% | -0.97% | 減碼 |
| 25 | SKT | Tanger Inc | -0.2% | -45.45% | 減碼 |
| 26 | DVA | Davita Inc | -0.2% | -4.24% | 減碼 |
| 27 | FIS | Fidelity National Info Serv | -0.2% | -18.55% | 減碼 |
| 28 | T | At&t Inc | -0.2% | -72.07% | 減碼 |
| 29 | MSFT | Microsoft CORP | -0.2% | -1.00% | 減碼 |
| 30 | TAP | Molson Coors Beverage Co - B | -0.2% | -55.11% | 減碼 |
| 31 | SONY | Sony Group CORP - Sp Adr | -0.3% | -5.09% | 減碼 |
| 32 | DHI | Dr Horton Inc | -0.3% | -2.23% | 減碼 |
| 33 | PHG | Koninklijke Philips Nvr- Ny | -0.3% | -20.27% | 減碼 |
| 34 | MO | Altria Group Inc | -0.3% | -4.50% | 減碼 |
| 35 | UPS | United Parcel Service-cl B | -0.3% | -81.42% | 減碼 |
| 36 | APLE | Apple Hospitality Reit Inc | -0.5% | -93.41% | 減碼 |
| 37 | CPB | THE Campbell's Company | -0.5% | -73.27% | 減碼 |
| 38 | ORCL | Oracle CORP | -0.6% | -8.23% | 減碼 |
| 39 | ZBH | Zimmer Biomet Holdings Inc | — | EXIT | 清倉 |
| 40 | CPRT | Copart Inc | — | NEW | 新建倉 |
| 41 | GD | General Dynamics CORP | — | NEW | 新建倉 |
| 42 | DEO | Diageo Plc-sponsored Adr | — | NEW | 新建倉 |
| 43 | UL | Unilever PLC | — | EXIT | 清倉 |
| 44 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
| 45 | CLX | Clorox Company | — | NEW | 新建倉 |
| 46 | SLB | Slb LTD | — | EXIT | 清倉 |
| 47 | WPP | Wpp Plc-sponsored Adr | — | EXIT | 清倉 |
| 48 | ACGL | Arch Capital Group Ltd. | — | NEW | 新建倉 |
| 49 | PFE | Pfizer Inc | — | EXIT | 清倉 |
| 50 | LKQ | Lkq CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Inlet Private Wealth, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$4.1億，共申報了 131 個公開持股部位。
在 Q4 2025 季度，Inlet Private Wealth, LLC 按市值排列的前三大核心持股分別為：AAPL (5.2%)、MSFT (4.4%)、MCK (4.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.2% 的權重。
在 Q4 2025 季度中，Inlet Private Wealth, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 4 個部位、減碼 34 個部位以及清倉 6 個部位。 其中最大新建倉標的為 CPRT。 本季清倉部位包含 ZBH。
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。
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。
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。