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: 0001766228
申報總市值
US$5.2億
US$5.2億
378 檔
19.6%
根據最新整理的 13F 季度數據集，Legacy Capital Wealth Partners, LLC 於 Q3 2025 結束時的管理資產規模為 US$5.2億。該機構在本季度申報了 378 檔美股持倉，呈現出該時期的主要投資地圖。
Legacy Capital Wealth Partners, LLC 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 64 個全新部位及加碼 44 檔持股的同時，亦同步清倉 39 檔並減碼 53 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 WMT, JBHT, TSLA）占據了總市值的 19.6%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 378 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 | WMT | Walmart Inc | 股票-非循環性消費 | 11.86% | -0.91% | +0.53% | |
| 2 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工業 | 3.48% | +1.87% | +0.04% | |
| 3 | TSLA | Tesla Inc | 股票-循環性消費 | 2.79% | -0.08% | -11.07% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.18% | +0.22% | -1.22% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.92% | +0.09% | -6.08% | |
| 6 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-其他 | 1.84% | +0.01% | +23.08% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.84% | +0.12% | NEW | |
| 8 | GAP | Gap Inc/the | 股票-循環性消費 | 1.78% | -0.42% | -34.34% | |
| 9 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 1.69% | — | -1.39% | |
| 10 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股與成長 | 1.68% | +0.07% | -0.79% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.59% | +0.01% | -7.26% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.56% | -0.92% | -1.66% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.17% | -5.54% | |
| 14 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.36% | +0.05% | -2.52% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.34% | +0.11% | -3.94% | |
| 16 | EOG | Eog Resources Inc | 股票-能源 | 1.30% | -0.19% | -10.47% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | +0.01% | +5.93% | |
| 18 | YMAR | Ft Vt Int Equ M B- Mar-us I | ETF-其他 | 0.93% | — | -0.44% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.90% | +0.08% | -1.15% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.85% | -0.01% | -4.97% | |
| 21 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 0.82% | +1.28% | NEW | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.81% | +0.03% | +4.89% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.73% | +0.04% | +6.75% | |
| 24 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.73% | -0.02% | +16.56% | |
| 25 | OZK | Bank Ozk | 股票-金融 | 0.69% | +0.04% | +0.10% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | -0.06% | +3.19% | |
| 27 | SYM | Symbotic Inc | 股票-工業 | 0.62% | -0.03% | — | |
| 28 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.61% | -0.15% | +10.64% | |
| 29 | BILZ | Pimco Ultra Shrt Govt Active | ETF-其他 | 0.59% | -0.04% | +0.12% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.59% | — | -1.50% | |
| 31 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.54% | +0.01% | +23.22% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | +0.26% | +12.81% | |
| 33 | GMOV | Gmo U.s. Value ETF | ETF-其他 | 0.52% | +0.01% | +5.41% | |
| 34 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 0.50% | +0.01% | +0.33% | |
| 35 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.48% | -0.01% | — | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.47% | — | +4.14% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | +0.03% | +0.51% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.45% | -0.01% | +4.08% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.43% | +0.06% | +2.19% | |
| 40 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.41% | +0.08% | +4.08% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | +0.02% | -4.66% | |
| 42 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.41% | -0.02% | +2.34% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.40% | +0.03% | +1.60% | |
| 44 | PM | Philip Morris International | 股票-非循環性消費 | 0.38% | -0.01% | +2.74% | |
| 45 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.37% | -0.14% | -1.12% | |
| 46 | DMAR | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.37% | -0.37% | EXIT | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.37% | -0.13% | +6.38% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | +0.05% | +0.40% | |
| 49 | MAIN | Main Street Capital CORP | 股票-金融 | 0.35% | +0.02% | -2.29% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | -0.09% | -0.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +2.6% | -11.07% | 加碼 |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.5% | +28.56% | 加碼 |
| 3 | WMT | Walmart Inc | +0.7% | +0.53% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | -5.54% | 減碼 |
| 5 | SYM | Symbotic Inc | +0.4% | — | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.3% | +5.93% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.2% | +2.19% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +12.81% | 加碼 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.1% | -18.56% | 加碼 |
| 10 | ICLR | ICON Public Limited Company | +0.1% | +35.72% | 加碼 |
| 11 | GLDM | Spdr Gold Minishares Trust | +0.1% | +10.64% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +3.19% | 加碼 |
| 13 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.00% | 加碼 |
| 14 | TJX | Tjx Companies Inc | +0.1% | +50.98% | 加碼 |
| 15 | LHX | L3harris Technologies Inc | +0.1% | -3.83% | 加碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +14.28% | 加碼 |
| 17 | LRCX | Lam Research CORP | +0.1% | +5.85% | 加碼 |
| 18 | APP | Applovin Corp-class A | +0.1% | -10.90% | 減碼 |
| 19 | PH | Parker Hannifin CORP | +0.1% | +101.51% | 加碼 |
| 20 | SNPS | Synopsys Inc | +0.1% | +43.53% | 加碼 |
| 21 | ORCL | Oracle CORP | +0.1% | +11.82% | 加碼 |
| 22 | COF | Capital One Financial CORP | +0.1% | +1.62% | 加碼 |
| 23 | GMOV | Gmo U.s. Value ETF | +0.1% | +5.41% | 加碼 |
| 24 | KLAC | Kla CORP | +0.1% | +11.09% | 加碼 |
| 25 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +38.36% | 加碼 |
| 26 | TCHP | T Rowe Price Blue Chip Growt | +0.1% | -2.63% | 加碼 |
| 27 | ANET | Arista Networks Inc | +0.1% | -7.23% | 減碼 |
| 28 | LDUR | Pimco Enhanced Low Duration | 0% | -1.12% | 加碼 |
| 29 | USB | US Bancorp | 0% | +1.23% | 加碼 |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 0% | +8.23% | 減碼 |
| 31 | INTC | Intel CORP | 0% | +48.98% | 加碼 |
| 32 | URI | United Rentals Inc | 0% | +10.55% | 加碼 |
| 33 | PWR | Quanta Services Inc | 0% | +5.81% | 加碼 |
| 34 | OZK | Bank Ozk | 0% | +0.10% | 加碼 |
| 35 | AVUV | Avantis US Small Cap Value | 0% | +1.60% | 加碼 |
| 36 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.83% | 加碼 |
| 37 | ASML | ASML Holding N.V. | 0% | +6.02% | 加碼 |
| 38 | CDNS | Cadence Design Sys Inc | 0% | +9.78% | 加碼 |
| 39 | TCAF | T Rowe Prc Cap Appreciation | 0% | +4.08% | 加碼 |
| 40 | HD | Home Depot Inc | 0% | +6.27% | 加碼 |
| 41 | NFLX | Netflix Inc | 0% | +6.25% | 減碼 |
| 42 | GLD | Spdr Gold Shares | 0% | — | 減碼 |
| 43 | ORLY | O'reilly Automotive Inc | 0% | +6.40% | 加碼 |
| 44 | VEA | Vanguard Ftse Developed ETF | 0% | +16.66% | 加碼 |
| 45 | FTLS | First Trust Long/short Eqty | 0% | +15.25% | 加碼 |
| 46 | AVMV | Avantis US Mid Cap Val ETF | 0% | +14.27% | 加碼 |
| 47 | MCK | Mckesson CORP | 0% | +9.21% | 加碼 |
| 48 | AMZN | Amazon.com Inc | 0% | -4.97% | 減碼 |
| 49 | AAPL | Apple Inc | — | -3.94% | 減碼 |
| 50 | PFF | Ishares Preferred & Income S | 0% | +4.08% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Legacy Capital Wealth Partners, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$5.2億，共申報了 378 個公開持股部位。
在 Q3 2025 季度，Legacy Capital Wealth Partners, LLC 按市值排列的前三大核心持股分別為：WMT (11.9%)、JBHT (3.5%)、TSLA (2.8%)。其中最大持股部位 WMT 佔據整體投資組合約 11.9% 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
FJUN
市值: US$847.2萬
本季最大獲利了結 / 清倉標的
SPDN
前期市值: US$1179.1萬
在 Q3 2025 季度中，Legacy Capital Wealth Partners, LLC 共進行了 200 項持倉異動，包含新建倉 64 個部位、加碼 44 個部位、減碼 53 個部位以及清倉 39 個部位。 其中最大新建倉標的為 FJUN。 本季清倉部位包含 SPDN。
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。