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: 0001686444
申報總市值
US$16.3億
US$16.3億
211 檔
17.0%
Lyell Wealth Management, LP 在 Q3 2025 季度的美股部位總計估值為 US$16.3億，分散於 211 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2025 數據顯示 Lyell Wealth Management, LP 積極進場，新開立 1 個部位並同步加碼 34 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, MSFT）累計市值佔比達 17.0%，是驅動 Lyell Wealth Management, LP 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 211 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 | NVDA | Nvidia CORP | 股票-科技 | 8.18% | -0.35% | -0.62% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.43% | -0.15% | -1.08% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.35% | -0.38% | -3.32% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.83% | -0.38% | +0.26% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.77% | -0.09% | +0.26% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.76% | +0.17% | +0.33% | |
| 7 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.56% | +1.63% | +2.51% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.26% | -0.09% | -3.59% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.99% | -0.45% | +2.09% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.87% | +0.87% | +6.22% | |
| 11 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.82% | -0.27% | -0.03% | |
| 12 | NOW | Servicenow Inc | 股票-科技 | 1.81% | -0.32% | -0.15% | |
| 13 | APH | Amphenol Corp-cl A | 股票-科技 | 1.79% | +0.30% | -0.15% | |
| 14 | INTU | Intuit Inc | 股票-科技 | 1.68% | -0.57% | +4.45% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.67% | +0.15% | -0.84% | |
| 16 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.50% | -0.01% | +3.67% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 1.49% | -0.55% | +3.35% | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 1.47% | +0.48% | +5.36% | |
| 19 | WDAY | Workday Inc-class A | 股票-科技 | 1.46% | -0.16% | -13.41% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.43% | +0.26% | +0.65% | |
| 21 | UBER | Uber Technologies Inc | 股票-工業 | 1.37% | -0.19% | +1.35% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 1.37% | -0.08% | +1.02% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.35% | -0.06% | +1.48% | |
| 24 | CAT | Caterpillar Inc | 股票-工業 | 1.34% | +0.43% | +1.32% | |
| 25 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.32% | +0.14% | +0.88% | |
| 26 | MS | Morgan Stanley | 股票-金融 | 1.28% | +0.09% | +0.48% | |
| 27 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.21% | -0.31% | +2.04% | |
| 28 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.20% | -0.20% | -0.13% | |
| 29 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.19% | +0.07% | +0.95% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.18% | -0.19% | +2.04% | |
| 31 | PWR | Quanta Services Inc | 股票-工業 | 1.14% | +0.14% | +4.02% | |
| 32 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.10% | -0.20% | +0.15% | |
| 33 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.07% | -0.35% | +2.02% | |
| 34 | SYK | Stryker CORP | 股票-醫療保健 | 1.06% | -0.18% | +1.38% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 1.04% | -0.12% | -9.09% | |
| 36 | SNOW | Snowflake Inc | 股票-科技 | 0.98% | +0.20% | -1.39% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.95% | +1.32% | -8.72% | |
| 38 | TOL | Toll Brothers Inc | 股票-循環性消費 | 0.94% | +0.07% | +18.55% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.92% | -0.25% | +1.50% | |
| 40 | EXTR | Extreme Networks Inc | 股票-其他 | 0.87% | +0.51% | — | |
| 41 | HON | Honeywell International Inc | 股票-工業 | 0.84% | -0.85% | EXIT | |
| 42 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.83% | +0.02% | +0.57% | |
| 43 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.82% | -0.19% | +3.66% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.82% | -0.10% | +2.34% | |
| 45 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.80% | -0.11% | +8.53% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.80% | -0.03% | -0.08% | |
| 47 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.78% | -0.31% | +11.05% | |
| 48 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.77% | -0.09% | +0.29% | |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.76% | -0.09% | +7.89% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | -0.11% | +20.93% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | -0.62% | 加碼 |
| 2 | VRT | Vertiv Holdings Co-a | +0.7% | +0.95% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.33% | 加碼 |
| 4 | APH | Amphenol Corp-cl A | +0.6% | -0.15% | 加碼 |
| 5 | SMH | Vaneck Semiconductor ETF | +0.5% | +6.22% | 加碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +0.65% | 加碼 |
| 7 | PWR | Quanta Services Inc | +0.4% | +4.02% | 加碼 |
| 8 | SHOP | Shopify Inc - Class A | +0.4% | -0.03% | 加碼 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +20.93% | 加碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.3% | -0.84% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.3% | -3.32% | 加碼 |
| 12 | NET | Cloudflare Inc - Class A | +0.3% | +0.57% | 加碼 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.3% | +11.50% | 加碼 |
| 14 | ASML | ASML Holding N.V. | +0.3% | +5.36% | 加碼 |
| 15 | TOL | Toll Brothers Inc | +0.3% | +18.55% | 加碼 |
| 16 | CAT | Caterpillar Inc | +0.2% | +1.32% | 加碼 |
| 17 | IDXX | Idexx Laboratories Inc | +0.2% | +0.15% | 加碼 |
| 18 | DHI | Dr Horton Inc | +0.2% | +3.67% | 加碼 |
| 19 | CDNS | Cadence Design Sys Inc | +0.2% | +0.88% | 加碼 |
| 20 | UBER | Uber Technologies Inc | +0.2% | +1.35% | 加碼 |
| 21 | EXTR | Extreme Networks Inc | +0.2% | — | 不變 |
| 22 | MS | Morgan Stanley | +0.2% | +0.48% | 加碼 |
| 23 | SNOW | Snowflake Inc | +0.2% | -1.39% | 減碼 |
| 24 | AVGO | Broadcom Inc | +0.1% | -0.47% | 減碼 |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +0.26% | 加碼 |
| 26 | NFLX | Netflix Inc | +0.1% | +3.35% | 加碼 |
| 27 | AMD | Advanced Micro Devices | +0.1% | -8.72% | 減碼 |
| 28 | WMT | Walmart Inc | +0.1% | +1.50% | 加碼 |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | -3.59% | 加碼 |
| 30 | VEEV | Veeva Systems Inc-class A | 0% | -0.13% | 加碼 |
| 31 | BLK | Blackrock Inc | 0% | +1.28% | 加碼 |
| 32 | PANW | Palo Alto Networks Inc | — | +2.51% | 加碼 |
| 33 | DLR | Digital Realty Trust Inc | 0% | +0.29% | 加碼 |
| 34 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +11.05% | 加碼 |
| 35 | GLD | Spdr Gold Shares | -0.1% | +2.02% | 減碼 |
| 36 | NOW | Servicenow Inc | -0.1% | -0.15% | 加碼 |
| 37 | INTU | Intuit Inc | -0.1% | +4.45% | 加碼 |
| 38 | HD | Home Depot Inc | -0.2% | +1.02% | 加碼 |
| 39 | AMZN | Amazon.com Inc | -0.2% | +0.26% | 加碼 |
| 40 | SLB | Slb LTD | -0.3% | -14.34% | 減碼 |
| 41 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.4% | -17.29% | 減碼 |
| 42 | AAPL | Apple Inc | -0.4% | -1.08% | 減碼 |
| 43 | CVX | Chevron CORP | -0.4% | -11.27% | 減碼 |
| 44 | XLE | Ss Energy Select Sector | -0.5% | -20.16% | 減碼 |
| 45 | ADBE | Adobe Inc | -0.5% | -75.63% | 減碼 |
| 46 | ZTS | Zoetis Inc | -0.6% | -30.49% | 減碼 |
| 47 | WDAY | Workday Inc-class A | -0.6% | -13.41% | 減碼 |
| 48 | CRM | Salesforce Inc | -0.6% | -9.09% | 減碼 |
| 49 | OWL | Blue Owl Capital Inc | — | NEW | 新建倉 |
| 50 | C | Citigroup Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Lyell Wealth Management, LP 在 Q3 2025 季度的美股持倉總市值約為 US$16.3億，共申報了 211 個公開持股部位。
在 Q3 2025 季度，Lyell Wealth Management, LP 按市值排列的前三大核心持股分別為：NVDA (8.2%)、AAPL (3.4%)、MSFT (3.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.2% 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。
本季最大新建倉標的
OWL
市值: US$824.3萬
本季最大獲利了結 / 清倉標的
C
前期市值: US$303.6萬
在 Q3 2025 季度中，Lyell Wealth Management, LP 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 34 個部位、減碼 13 個部位以及清倉 1 個部位。 其中最大新建倉標的為 OWL。 本季清倉部位包含 C。
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。