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
153 檔
17.4%
LMG Wealth Partners, LLC 在 Q4 2025 季度的美股部位總計估值為 US$6.3億，分散於 153 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q4 2025 的資金脈絡，LMG Wealth Partners, LLC 在獲利結算 7 檔個股的同時，將資本重新部署至 9 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，LMG Wealth Partners, LLC 的前 5 大核心持股（包含 IVW, AAPL, WMT 等）合計佔整體申報市值的 17.4%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 7.70% | +0.47% | +0.23% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.33% | -0.04% | -9.96% | |
| 3 | WMT | Walmart Inc | 股票-非循環性消費 | 3.32% | -0.74% | -7.71% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.31% | -1.95% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.98% | -0.03% | -0.28% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.78% | +0.29% | +2.11% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.54% | +0.14% | +0.71% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.28% | +0.02% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.23% | -0.12% | +0.26% | |
| 10 | RTX | Rtx CORP | 股票-工業 | 2.14% | -0.29% | -6.97% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 2.00% | -0.80% | -8.30% | |
| 12 | DIVI | Franklin International Core | ETF-其他 | 1.89% | -0.11% | +2.76% | |
| 13 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.87% | -0.01% | -16.67% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.86% | -0.03% | +4.47% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.63% | +0.01% | -5.32% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.53% | -0.07% | +5.66% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.53% | -0.04% | +7.84% | |
| 18 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 1.52% | +0.08% | -3.25% | |
| 19 | PRU | Prudential Financial Inc | 股票-金融 | 1.47% | -0.02% | -5.60% | |
| 20 | CLS | Celestica Inc | 股票-科技 | 1.44% | -0.18% | -7.25% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | -0.57% | -0.01% | |
| 22 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-其他 | 1.33% | +0.09% | -9.74% | |
| 23 | USB | US Bancorp | 股票-金融 | 1.27% | +0.06% | -3.13% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | -0.10% | +0.75% | |
| 25 | EMR | Emerson Electric Co | 股票-工業 | 1.25% | -0.03% | -8.44% | |
| 26 | RJF | Raymond James Financial Inc | 股票-金融 | 1.21% | -0.09% | -0.02% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.10% | -0.12% | -0.87% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 1.08% | +0.17% | +1.35% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.07% | +0.01% | +0.35% | |
| 30 | AFL | Aflac Inc | 股票-金融 | 1.06% | -0.02% | -10.17% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.05% | +0.02% | +4.73% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 1.04% | +0.41% | -5.11% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.04% | -0.18% | -5.50% | |
| 34 | VFH | Vanguard Financials ETF | ETF-其他 | 0.98% | +0.02% | -2.99% | |
| 35 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.96% | -0.10% | -11.09% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.94% | +0.06% | +1.92% | |
| 37 | FDX | Fedex CORP | 股票-工業 | 0.93% | -0.26% | -0.64% | |
| 38 | APP | Applovin Corp-class A | 股票-科技 | 0.88% | +0.02% | -2.12% | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.84% | -0.04% | +2.11% | |
| 40 | ALL | Allstate CORP | 股票-金融 | 0.84% | -0.03% | — | |
| 41 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.83% | -0.21% | -15.39% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.83% | -0.04% | +0.30% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.81% | — | +2.40% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.81% | +0.05% | -9.08% | |
| 45 | O | Realty Income CORP | 股票-房地產 | 0.80% | -0.05% | -4.66% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | -0.02% | +0.17% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.78% | +0.09% | -10.76% | |
| 48 | SYY | Sysco CORP | 股票-非循環性消費 | 0.75% | +0.07% | -7.44% | |
| 49 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.73% | -0.02% | -2.18% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.70% | -0.01% | -0.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +0.4% | +288.85% | 加碼 |
| 2 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +0.23% | 加碼 |
| 3 | FDX | Fedex CORP | +0.2% | -0.64% | 減碼 |
| 4 | CAH | Cardinal Health Inc | +0.2% | -16.67% | 減碼 |
| 5 | ✓ | Corporacion Amer Arpts S A | +0.2% | +1.06% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.10% | 減碼 |
| 7 | CLS | Celestica Inc | +0.2% | -7.25% | 減碼 |
| 8 | CAT | Caterpillar Inc | +0.1% | -5.11% | 減碼 |
| 9 | IVE | Ishares S&p 500 Value ETF | +0.1% | +4.47% | 加碼 |
| 10 | DIVI | Franklin International Core | +0.1% | +2.76% | 加碼 |
| 11 | NOBL | Proshares S&p 500 Dividend A | +0.1% | +7.84% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.87% | 減碼 |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +5.66% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -10.76% | 減碼 |
| 15 | CB | Chubb Limited | +0.1% | +2.11% | 加碼 |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -0.01% | 減碼 |
| 17 | WFC | Wells Fargo & Co | +0.1% | +0.30% | 加碼 |
| 18 | USB | US Bancorp | +0.1% | -3.13% | 減碼 |
| 19 | IWO | Ishares Russell 2000 Growth | +0.1% | +2.11% | 加碼 |
| 20 | ABNB | Airbnb Inc-class A | +0.1% | +3.84% | 加碼 |
| 21 | MFC | Manulife Financial CORP | +0.1% | +0.57% | 加碼 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -7.12% | 減碼 |
| 23 | CRM | Salesforce Inc | +0.1% | +5.83% | 加碼 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | 不變 |
| 25 | KGC | Kinross Gold CORP | +0.1% | +3.94% | 加碼 |
| 26 | RTX | Rtx CORP | +0.1% | -6.97% | 減碼 |
| 27 | DVY | Ishares Select Dividend ETF | +0.1% | +4.73% | 加碼 |
| 28 | PRU | Prudential Financial Inc | +0.1% | -5.60% | 減碼 |
| 29 | VBR | Vanguard Small-cap Value ETF | +0.1% | -0.28% | 減碼 |
| 30 | CSCO | Cisco Systems Inc | 0% | -4.51% | 減碼 |
| 31 | WLDN | Willdan Group Inc | 0% | +2.77% | 加碼 |
| 32 | UPS | United Parcel Service-cl B | 0% | +37.27% | 加碼 |
| 33 | BMY | Bristol-myers Squibb Co | 0% | -9.85% | 減碼 |
| 34 | OKE | Oneok Inc | 0% | +29.61% | 加碼 |
| 35 | TSLA | Tesla Inc | 0% | +1.35% | 加碼 |
| 36 | VO | Vanguard Mid-cap ETF | 0% | +45.38% | 加碼 |
| 37 | KO | Coca-cola Co/the | 0% | +0.76% | 加碼 |
| 38 | AVGO | Broadcom Inc | 0% | +19.04% | 加碼 |
| 39 | WDC | Western Digital CORP | 0% | — | 不變 |
| 40 | EAT | Brinker International Inc | 0% | +4.28% | 加碼 |
| 41 | VB | Vanguard Small-cap ETF | 0% | +29.13% | 加碼 |
| 42 | SLVM | Sylvamo CORP | 0% | +20.25% | 加碼 |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +0.17% | 加碼 |
| 44 | SKYW | Skywest Inc | 0% | +3.76% | 加碼 |
| 45 | GM | General Motors Co | 0% | — | 不變 |
| 46 | IBM | Intl Business Machines CORP | 0% | +2.12% | 加碼 |
| 47 | IJS | Ishares S&p Small-cap 600 Va | 0% | — | 不變 |
| 48 | CMI | Cummins Inc | 0% | — | 不變 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.75% | 加碼 |
| 50 | VHT | Vanguard Health Care ETF | 0% | +0.56% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，LMG Wealth Partners, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$6.3億，共申報了 153 個公開持股部位。
在 Q4 2025 季度，LMG Wealth Partners, LLC 按市值排列的前三大核心持股分別為：IVW (7.7%)、AAPL (3.3%)、WMT (3.3%)。其中最大持股部位 IVW 佔據整體投資組合約 7.7% 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
MU
市值: US$247.6萬
本季最大獲利了結 / 清倉標的
GRBK
前期市值: US$188.8萬
在 Q4 2025 季度中，LMG Wealth Partners, LLC 共進行了 135 項持倉異動，包含新建倉 9 個部位、加碼 59 個部位、減碼 60 個部位以及清倉 7 個部位。 其中最大新建倉標的為 MU。 本季清倉部位包含 GRBK。
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。