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: 0001757128
申報總市值
US$10.3億
US$10.3億
698 檔
140.3%
截至 Q2 2025 季度末，Laurel Wealth Advisors LLC 的美股持倉估值約為 US$10.3億，全數申報部位共有 698 檔。
觀察 Q2 2025 的申報異動，Laurel Wealth Advisors LLC 採取了強勁的買進策略，建倉與加碼動作（合計 50 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 TFLO, BSCR, IBDR）占據了總市值的 140.3%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 698 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 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 7.20% | +0.05% | +5146.90% | |
| 2 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 3.76% | -0.01% | +1914.23% | |
| 3 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 3.57% | -0.03% | +2340.99% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.27% | +0.01% | +10406.58% | |
| 5 | BAC | Bank Of America CORP | 股票-金融 | 3.06% | +0.09% | +4854.69% | |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 2.98% | — | +2358.95% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.50% | +0.09% | +20718.40% | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 2.24% | -0.01% | +1856.47% | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.19% | +0.01% | +2356.92% | |
| 10 | DUK | Duke Energy CORP | 股票-公用事業 | 2.15% | -0.01% | +11417.66% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.14% | -0.02% | +5028.76% | |
| 12 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.06% | +0.01% | +2547.78% | |
| 13 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 2.02% | — | +2281.48% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.99% | -0.27% | +15496.06% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.90% | -0.16% | +20464.80% | |
| 16 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 1.87% | +0.01% | +5375.74% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.81% | +0.09% | +11144.76% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.69% | -0.24% | +9648.67% | |
| 19 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.61% | — | +1717.90% | |
| 20 | XLF | Ss Financial Select Sector | ETF-其他 | 1.55% | +0.01% | +5614.09% | |
| 21 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 1.53% | +0.02% | +2331.16% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.41% | +0.12% | +6778.24% | |
| 23 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.27% | — | +4246.47% | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.25% | +0.01% | +7239.16% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.24% | -0.08% | +17667.74% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.23% | -0.02% | +9134.01% | |
| 27 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.17% | +0.03% | +2298.76% | |
| 28 | GCOW | Pacer Global Cash Cows Divid | ETF-其他 | 1.05% | -0.01% | +3777.33% | |
| 29 | ENB | Enbridge Inc | 股票-能源 | 0.89% | — | +4388.67% | |
| 30 | PAVE | Global X US Infrastructure | ETF-其他 | 0.89% | — | +4209.90% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.31% | +49640.30% | |
| 32 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.86% | +0.07% | +7426.64% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | +0.09% | +28813.74% | |
| 34 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.80% | +0.24% | +22085.79% | |
| 35 | TFC | Truist Financial CORP | 股票-金融 | 0.78% | — | +4121.31% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | +0.12% | +15040.58% | |
| 37 | SO | Southern Co/the | 股票-公用事業 | 0.69% | — | +9099.61% | |
| 38 | PFE | Pfizer Inc | 股票-醫療保健 | 0.69% | -0.01% | +2248.79% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.64% | +0.02% | +13347.00% | |
| 40 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.64% | -0.02% | +4274.58% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | -0.01% | +15971.74% | |
| 42 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.62% | -0.01% | +7295.79% | |
| 43 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.62% | +0.02% | +1799.68% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.58% | — | +4903.05% | |
| 45 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.58% | +0.01% | +4902.59% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | -0.01% | +8818.30% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.50% | — | +5144.51% | |
| 48 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 0.50% | +0.02% | +6342.22% | |
| 49 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.47% | -0.02% | +12417.04% | |
| 50 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.44% | +0.13% | +18384.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | +3.3% | +5146.90% | 加碼 |
| 2 | BSCR | Invesco Bulletshares 2027 Cb | +3% | +1914.23% | 加碼 |
| 3 | IBDR | Ishares Ibonds Dec 2026 Term | +2.6% | +2340.99% | 加碼 |
| 4 | IBDQ | Ishares Ibonds Dec 2025 Term | +2.1% | +2358.95% | 加碼 |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | +1.8% | +1856.47% | 加碼 |
| 6 | BAC | Bank Of America CORP | +1.7% | +4854.69% | 加碼 |
| 7 | BSCS | Invesco Bulletshares 2028 Cb | +1.6% | +2281.48% | 加碼 |
| 8 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +1.6% | +2356.92% | 加碼 |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | +1.5% | +2547.78% | 加碼 |
| 10 | BSCP | Invesco Bulletshares 2025 Cb | +1.2% | +1717.90% | 加碼 |
| 11 | IBDU | Ishares Ibonds Dec 2029 Term | +1.2% | +2331.16% | 加碼 |
| 12 | USFR | Wisdomtree Floating Rate Tre | +1% | +5028.76% | 加碼 |
| 13 | XHLF | Bondbloxx Bbg 6 Mth US Treas | +0.9% | +5375.74% | 加碼 |
| 14 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.9% | +2298.76% | 加碼 |
| 15 | XLF | Ss Financial Select Sector | +0.8% | +5614.09% | 加碼 |
| 16 | PRF | Invesco Rafi US 1000 ETF | +0.7% | +4246.47% | 加碼 |
| 17 | GCOW | Pacer Global Cash Cows Divid | +0.6% | +3777.33% | 加碼 |
| 18 | PAVE | Global X US Infrastructure | +0.5% | +4209.90% | 加碼 |
| 19 | BSCT | Invesco Bulletshares 2029 Cb | +0.5% | +1799.68% | 加碼 |
| 20 | PFE | Pfizer Inc | +0.5% | +2248.79% | 加碼 |
| 21 | CSCO | Cisco Systems Inc | +0.5% | +6778.24% | 加碼 |
| 22 | ENB | Enbridge Inc | +0.5% | +4388.67% | 加碼 |
| 23 | TFC | Truist Financial CORP | +0.4% | +4121.31% | 加碼 |
| 24 | VZ | Verizon Communications Inc | +0.3% | +4274.58% | 加碼 |
| 25 | KO | Coca-cola Co/the | +0.3% | +7239.16% | 加碼 |
| 26 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +9134.01% | 加碼 |
| 27 | CIBR | First Trust Nasdaq Cybersecu | +0.3% | +7426.64% | 加碼 |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +4903.05% | 加碼 |
| 29 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.3% | +4902.59% | 加碼 |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +5144.51% | 加碼 |
| 31 | NKE | Nike Inc -cl B | +0.2% | +7295.79% | 加碼 |
| 32 | IYH | Ishares U.s. Healthcare ETF | +0.2% | +6342.22% | 加碼 |
| 33 | WMT | Walmart Inc | +0.1% | +9648.67% | 加碼 |
| 34 | EFA | Ishares Msci Eafe ETF | +0.1% | +8818.30% | 加碼 |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +8100.41% | 加碼 |
| 36 | SO | Southern Co/the | — | +9099.61% | 加碼 |
| 37 | TJX | Tjx Companies Inc | -0.2% | +12417.04% | 加碼 |
| 38 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | +10406.58% | 加碼 |
| 39 | IJR | Ishares Core S&p Small-cap E | -0.2% | +11144.76% | 加碼 |
| 40 | ABT | Abbott Laboratories | -0.3% | +13347.00% | 加碼 |
| 41 | NVDA | Nvidia CORP | -0.4% | +15496.06% | 加碼 |
| 42 | PG | Procter & Gamble Co/the | -0.5% | +15971.74% | 加碼 |
| 43 | JNJ | Johnson & Johnson | -0.6% | +15040.58% | 加碼 |
| 44 | DUK | Duke Energy CORP | -0.8% | +11417.66% | 加碼 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.8% | +17667.74% | 加碼 |
| 46 | AMZN | Amazon.com Inc | -0.8% | +22085.79% | 加碼 |
| 47 | JPM | Jpmorgan Chase & Co | -1.4% | +28813.74% | 加碼 |
| 48 | MSFT | Microsoft CORP | -2.7% | +49640.30% | 加碼 |
| 49 | AAPL | Apple Inc | -2.7% | +20464.80% | 加碼 |
| 50 | VIG | Vanguard Dividend Apprec ETF | -2.7% | +20718.40% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Laurel Wealth Advisors LLC 在 Q2 2025 季度的美股持倉總市值約為 US$10.3億，共申報了 698 個公開持股部位。
在 Q2 2025 季度，Laurel Wealth Advisors LLC 按市值排列的前三大核心持股分別為：TFLO (7.2%)、BSCR (3.8%)、IBDR (3.6%)。其中最大持股部位 TFLO 佔據整體投資組合約 7.2% 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。
在 Q2 2025 季度中，Laurel Wealth Advisors LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 50 個部位、減碼 0 個部位以及清倉 0 個部位。
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。