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: 0001279627
申報總市值
US$24.5億
US$24.5億
929 檔
21.5%
在 Q2 2025 的 13F 官方備案中，Laird Norton Wetherby Wealth Management, LLC 管理的美股投資組合規模來到 US$24.5億，整體持股檔數為 929 檔。
Laird Norton Wetherby Wealth Management, LLC 於 Q2 2025 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 30 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, NVDA）累計市值佔比達 21.5%，是驅動 Laird Norton Wetherby Wealth Management, 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 929 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 | AAPL | Apple Inc | 股票-科技 | 5.97% | +6.63% | NEW | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.20% | +5.24% | NEW | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.88% | +5.35% | NEW | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.28% | +4.23% | NEW | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.15% | +2.91% | NEW | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.12% | +1.95% | NEW | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.84% | +1.78% | NEW | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.80% | +2.28% | NEW | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.71% | +1.77% | NEW | |
| 10 | NFLX | Netflix Inc | 股票-通訊服務 | 1.33% | +1.11% | NEW | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | +1.23% | NEW | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.15% | +1.12% | NEW | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.12% | +1.28% | NEW | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.07% | +1.22% | NEW | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | +0.79% | NEW | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.87% | +0.79% | NEW | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 0.75% | +1.00% | NEW | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.69% | +0.92% | NEW | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.68% | +0.63% | NEW | |
| 20 | CMC | Commercial Metals Co | 股票-工業 | 0.61% | +0.66% | NEW | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | +0.64% | NEW | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.57% | +0.49% | NEW | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.55% | +0.55% | NEW | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 0.55% | +0.67% | NEW | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 0.53% | +0.53% | NEW | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.51% | +0.52% | NEW | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 0.50% | +0.49% | NEW | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.48% | +0.48% | NEW | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.41% | +0.42% | NEW | |
| 30 | ASML | ASML Holding N.V. | 股票-科技 | 0.39% | +0.43% | NEW | |
| 31 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.38% | +0.39% | NEW | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | +0.38% | NEW | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.37% | +0.36% | NEW | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.37% | +0.42% | NEW | |
| 35 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.37% | +0.40% | NEW | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.37% | — | -5.31% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.36% | +0.30% | NEW | |
| 38 | TEL | TE Connectivity plc | 股票-科技 | 0.36% | +0.42% | NEW | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.35% | +0.32% | NEW | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.35% | +0.29% | NEW | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.35% | +0.28% | NEW | |
| 42 | SPGI | S&p Global Inc | 股票-金融 | 0.34% | +0.29% | NEW | |
| 43 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.34% | — | -4.56% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.33% | +0.31% | NEW | |
| 45 | AXP | American Express Co | 股票-金融 | 0.33% | +0.32% | NEW | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.33% | +0.31% | NEW | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.33% | +0.36% | NEW | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | +0.32% | NEW | |
| 49 | NOW | Servicenow Inc | 股票-科技 | 0.30% | — | +17.87% | |
| 50 | TDG | Transdigm Group Inc | 股票-工業 | 0.30% | — | +15.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | +2.20% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.5% | +2.40% | 加碼 |
| 3 | NFLX | Netflix Inc | +0.4% | -0.69% | 減碼 |
| 4 | IGF | Ishares Global Infrastructur | +0.4% | NEW | 新建倉 |
| 5 | META | Meta Platforms Inc-class A | +0.2% | -3.65% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | +6.87% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.2% | +7.36% | 加碼 |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | -1.02% | 減碼 |
| 9 | AVEM | Avantis Emerging Markets Eq | +0.1% | NEW | 新建倉 |
| 10 | MA | Mastercard Inc - A | +0.1% | +17.09% | 加碼 |
| 11 | ORCL | Oracle CORP | +0.1% | -2.46% | 減碼 |
| 12 | PM | Philip Morris International | +0.1% | +13.99% | 加碼 |
| 13 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | +63.37% | 加碼 |
| 14 | LYFT | Lyft Inc-a | +0.1% | NEW | 新建倉 |
| 15 | INTU | Intuit Inc | +0.1% | +8.71% | 加碼 |
| 16 | COF | Capital One Financial CORP | +0.1% | +91.59% | 加碼 |
| 17 | GE | General Electric | +0.1% | +6.49% | 加碼 |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +31.22% | 加碼 |
| 19 | SCHB | Schwab US Broad Market ETF | +0.1% | +196.37% | 加碼 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +7.07% | 加碼 |
| 21 | ABT | Abbott Laboratories | +0.1% | +10.63% | 加碼 |
| 22 | TDG | Transdigm Group Inc | +0.1% | +15.99% | 加碼 |
| 23 | IVV | Ishares Core S&p 500 ETF | +0.1% | +56.77% | 加碼 |
| 24 | III | Information Services Group | +0.1% | NEW | 新建倉 |
| 25 | V | Visa Inc-class A Shares | +0.1% | +2.65% | 加碼 |
| 26 | ASML | ASML Holding N.V. | +0.1% | +9.31% | 加碼 |
| 27 | SAN | Banco Santander Sa-spon Adr | +0.1% | +13.04% | 加碼 |
| 28 | IBM | Intl Business Machines CORP | +0.1% | +6.66% | 加碼 |
| 29 | BKNG | Booking Holdings Inc | +0.1% | +24.15% | 加碼 |
| 30 | KB | Kb Financial Group Inc-adr | +0.1% | +2.21% | 加碼 |
| 31 | JNJ | Johnson & Johnson | +0.1% | +10.44% | 加碼 |
| 32 | CI | THE Cigna Group | +0.1% | +24.52% | 加碼 |
| 33 | JNJ | Johnson & Johnson | +0.1% | +11.52% | 加碼 |
| 34 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.53% | 加碼 |
| 35 | SONY | Sony Group CORP - Sp Adr | +0.1% | +9.48% | 加碼 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.95% | 減碼 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.23% | 加碼 |
| 38 | NU | Nu Holdings Ltd. | -0.1% | -80.97% | 減碼 |
| 39 | DHR | Danaher CORP | -0.1% | -20.90% | 減碼 |
| 40 | OMC | Omnicom Group | -0.1% | -43.05% | 減碼 |
| 41 | ANET | Arista Networks Inc | -0.1% | -14.73% | 減碼 |
| 42 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.56% | 加碼 |
| 43 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -3.75% | 減碼 |
| 44 | ACN | Accenture plc | -0.1% | -5.31% | 減碼 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.2% | +3.04% | 加碼 |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -7.53% | 減碼 |
| 47 | MRK | Merck & Co. Inc. | -0.3% | -32.60% | 減碼 |
| 48 | TSLA | Tesla Inc | -0.3% | -3.54% | 減碼 |
| 49 | VT | Vanguard Tot World Stk ETF | -0.3% | -24.23% | 減碼 |
| 50 | AAPL | Apple Inc | -2% | -1.29% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Laird Norton Wetherby Wealth Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$24.5億，共申報了 929 個公開持股部位。
在 Q2 2025 季度，Laird Norton Wetherby Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (6.0%)、MSFT (5.2%)、NVDA (4.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.0% 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
IGF
市值: US$828.5萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$1.7億
在 Q2 2025 季度中，Laird Norton Wetherby Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 30 個部位、減碼 16 個部位以及清倉 0 個部位。 其中最大新建倉標的為 IGF。
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。