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: 0001965772
申報總市值
US$6.3億
US$6.3億
139 檔
16.0%
在 Q2 2025 申報期間，LMG Wealth Partners, LLC（CIK: 0001965772）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$6.3億，共持有 139 個公開申報部位。
LMG Wealth Partners, LLC 於 Q2 2025 展現出進攻型調倉步調，本季推動了 15 檔股票的新建倉與 69 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 IVW, WMT, MSFT）累計市值佔比達 16.0%，是驅動 LMG Wealth Partners, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 7.57% | +0.47% | -1.16% | |
| 2 | WMT | Walmart Inc | 股票-非循環性消費 | 3.48% | -0.74% | -0.90% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.47% | -0.31% | -0.65% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.08% | -0.04% | -0.21% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.02% | -0.03% | -0.03% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.80% | +0.14% | -1.08% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.62% | +0.29% | -0.31% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.46% | -0.12% | -0.07% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.27% | +0.02% | +7.93% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.13% | -0.80% | +2.74% | |
| 11 | CAH | Cardinal Health Inc | 股票-醫療保健 | 2.03% | -0.01% | -23.71% | |
| 12 | RTX | Rtx CORP | 股票-工業 | 2.03% | -0.29% | -0.86% | |
| 13 | DIVI | Franklin International Core | ETF-其他 | 1.83% | -0.11% | +2.31% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.80% | +0.01% | +0.28% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.79% | -0.03% | -0.10% | |
| 16 | PRU | Prudential Financial Inc | 股票-金融 | 1.63% | -0.02% | +1.80% | |
| 17 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 1.58% | +0.08% | -0.26% | |
| 18 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-其他 | 1.54% | +0.09% | +0.05% | |
| 19 | EMR | Emerson Electric Co | 股票-工業 | 1.52% | -0.03% | -0.43% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.50% | -0.07% | +1.49% | |
| 21 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.48% | -0.04% | -1.41% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.39% | -0.21% | +5.12% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | -0.57% | +1.30% | |
| 24 | RJF | Raymond James Financial Inc | 股票-金融 | 1.27% | -0.09% | +0.87% | |
| 25 | AFL | Aflac Inc | 股票-金融 | 1.25% | -0.02% | -0.49% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | -0.10% | -0.02% | |
| 27 | USB | US Bancorp | 股票-金融 | 1.22% | +0.06% | +2.33% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.18% | +0.01% | +0.51% | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 1.17% | +0.05% | -0.42% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.14% | -0.18% | +2.45% | |
| 31 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.10% | -0.10% | +0.26% | |
| 32 | VFH | Vanguard Financials ETF | ETF-其他 | 1.06% | +0.02% | -0.91% | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.02% | +0.02% | -1.04% | |
| 34 | CLS | Celestica Inc | 股票-科技 | 0.99% | -0.18% | -0.98% | |
| 35 | O | Realty Income CORP | 股票-房地產 | 0.93% | -0.05% | +4.62% | |
| 36 | SYY | Sysco CORP | 股票-非循環性消費 | 0.92% | +0.07% | +0.51% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.91% | — | +0.92% | |
| 38 | ALL | Allstate CORP | 股票-金融 | 0.89% | -0.03% | -0.09% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | -0.12% | +2.79% | |
| 40 | CB | Chubb Limited | 股票-金融 | 0.84% | -0.04% | +1.26% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.83% | +0.06% | +0.27% | |
| 42 | CAT | Caterpillar Inc | 股票-工業 | 0.82% | +0.41% | +3.25% | |
| 43 | TSLA | Tesla Inc | 股票-循環性消費 | 0.81% | +0.17% | +6.72% | |
| 44 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.80% | -0.02% | -0.65% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.02% | +1.68% | |
| 46 | FDX | Fedex CORP | 股票-工業 | 0.79% | -0.26% | -0.09% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.78% | -0.04% | +346.89% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.72% | -0.06% | -0.05% | |
| 49 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.64% | +0.01% | -0.96% | |
| 50 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.62% | -0.05% | +1.85% |
| # | 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% | -0.65% | 減碼 |
| 2 | WFC | Wells Fargo & Co | +0.6% | +346.89% | 加碼 |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.6% | -1.16% | 減碼 |
| 4 | CLS | Celestica Inc | +0.4% | -0.98% | 減碼 |
| 5 | STRL | Sterling Infrastructure Inc | +0.3% | +3.42% | 加碼 |
| 6 | KMB | Kimberly-clark CORP | +0.3% | NEW | 新建倉 |
| 7 | LRN | Stride Inc | +0.2% | NEW | 新建倉 |
| 8 | IWP | Ishares Russell Mid-cap Grow | +0.2% | -1.08% | 減碼 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +7.93% | 加碼 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | NEW | 新建倉 |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.2% | NEW | 新建倉 |
| 12 | EMR | Emerson Electric Co | +0.2% | -0.43% | 減碼 |
| 13 | TSLA | Tesla Inc | +0.1% | +6.72% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.1% | +0.28% | 加碼 |
| 15 | DIS | Walt Disney Co/the | +0.1% | -0.05% | 減碼 |
| 16 | APP | Applovin Corp-class A | +0.1% | +0.49% | 加碼 |
| 17 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | NEW | 新建倉 |
| 18 | CAT | Caterpillar Inc | +0.1% | +3.25% | 加碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +1.68% | 加碼 |
| 20 | NVDA | Nvidia CORP | +0.1% | +9.78% | 加碼 |
| 21 | IWO | Ishares Russell 2000 Growth | +0.1% | -0.31% | 減碼 |
| 22 | WMT | Walmart Inc | +0.1% | -0.90% | 減碼 |
| 23 | DIVI | Franklin International Core | +0.1% | +2.31% | 加碼 |
| 24 | XMMO | Invesco S&p Midcap Momentum | +0.1% | -0.26% | 減碼 |
| 25 | VB | Vanguard Small-cap ETF | +0.1% | NEW | 新建倉 |
| 26 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | 新建倉 |
| 27 | ORCL | Oracle CORP | +0.1% | NEW | 新建倉 |
| 28 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +13.79% | 加碼 |
| 29 | GPC | Genuine Parts Co | +0.1% | +33.79% | 加碼 |
| 30 | OKE | Oneok Inc | +0.1% | NEW | 新建倉 |
| 31 | SLVM | Sylvamo CORP | +0.1% | NEW | 新建倉 |
| 32 | COF | Capital One Financial CORP | +0.1% | NEW | 新建倉 |
| 33 | BA | Boeing Co/the | +0.1% | NEW | 新建倉 |
| 34 | CSCO | Cisco Systems Inc | 0% | +3.41% | 加碼 |
| 35 | SKYW | Skywest Inc | 0% | +0.96% | 加碼 |
| 36 | GOOG | Alphabet Inc-cl C | 0% | +1.27% | 加碼 |
| 37 | QTWO | Q2 Holdings Inc | 0% | +4.72% | 加碼 |
| 38 | PYPL | Paypal Holdings Inc | 0% | +7.56% | 加碼 |
| 39 | DRI | Darden Restaurants Inc | 0% | +18.71% | 加碼 |
| 40 | CMI | Cummins Inc | 0% | NEW | 新建倉 |
| 41 | XLK | Ss Technology Select Sector | 0% | NEW | 新建倉 |
| 42 | RJF | Raymond James Financial Inc | 0% | +0.87% | 加碼 |
| 43 | GOOGL | Alphabet Inc-cl A | 0% | +3.51% | 加碼 |
| 44 | BX | Blackstone Inc | 0% | +9.07% | 加碼 |
| 45 | AVGO | Broadcom Inc | 0% | — | 不變 |
| 46 | RTX | Rtx CORP | 0% | -0.86% | 減碼 |
| 47 | USB | US Bancorp | 0% | +2.33% | 加碼 |
| 48 | ABNB | Airbnb Inc-class A | 0% | +2.49% | 加碼 |
| 49 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.22% | 加碼 |
| 50 | ✓ | Corporacion Amer Arpts S A | 0% | +3.01% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，LMG Wealth Partners, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$6.3億，共申報了 139 個公開持股部位。
在 Q2 2025 季度，LMG Wealth Partners, LLC 按市值排列的前三大核心持股分別為：IVW (7.6%)、WMT (3.5%)、MSFT (3.5%)。其中最大持股部位 IVW 佔據整體投資組合約 7.6% 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
KMB
市值: US$129.3萬
本季最大獲利了結 / 清倉標的
ANF
前期市值: US$99.9萬
在 Q2 2025 季度中，LMG Wealth Partners, LLC 共進行了 120 項持倉異動，包含新建倉 15 個部位、加碼 69 個部位、減碼 32 個部位以及清倉 4 個部位。 其中最大新建倉標的為 KMB。 本季清倉部位包含 ANF。
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。