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: 0001802473
申報總市值
US$11.5億
US$11.5億
332 檔
11.2%
截至 Q4 2025 季度末，Marks Group Wealth Management, Inc 的美股持倉估值約為 US$11.5億，全數申報部位共有 332 檔。
Marks Group Wealth Management, Inc 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 34 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Marks Group Wealth Management, Inc 的前 5 大持股（包含 GOOG, AAPL, EFV）貢獻了組合市值的 11.2%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 332 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.35% | -0.21% | -26.59% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.03% | -0.10% | +6.16% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.39% | -1.42% | +31.76% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | -0.26% | +32.52% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.68% | -0.12% | +62.60% | |
| 6 | RSG | Republic Services Inc | 股票-工業 | 1.60% | -0.55% | -1.71% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.60% | -0.19% | +52.55% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.52% | -0.18% | +0.34% | |
| 9 | ICE | Intercontinental Exchange In | 股票-金融 | 1.50% | -0.53% | -12.55% | |
| 10 | SYK | Stryker CORP | 股票-醫療保健 | 1.48% | -0.41% | -14.41% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.45% | +0.08% | +26.99% | |
| 12 | GE | General Electric | 股票-工業 | 1.36% | -0.23% | +244.72% | |
| 13 | CRM | Salesforce Inc | 股票-科技 | 1.25% | -0.55% | +31.91% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.17% | -0.04% | +21.18% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.15% | -0.14% | -0.73% | |
| 16 | NVT | nVent Electric plc | 股票-工業 | 0.99% | -0.07% | -16.10% | |
| 17 | CW | Curtiss-wright CORP | 股票-工業 | 0.98% | -0.17% | -13.58% | |
| 18 | PH | Parker Hannifin CORP | 股票-工業 | 0.96% | -0.33% | -13.57% | |
| 19 | EME | Emcor Group Inc | 股票-工業 | 0.92% | -0.19% | -14.95% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.91% | +1.50% | +30.75% | |
| 21 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.91% | -0.24% | -12.49% | |
| 22 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.88% | -0.16% | -15.23% | |
| 23 | CACI | Caci International Inc -cl A | 股票-科技 | 0.86% | -0.22% | -14.42% | |
| 24 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.86% | -0.64% | -16.10% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.84% | +0.03% | -10.07% | |
| 26 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.84% | -0.35% | -14.07% | |
| 27 | ITT | Itt Inc | 股票-工業 | 0.84% | -0.20% | -12.98% | |
| 28 | AME | Ametek Inc | 股票-工業 | 0.82% | -0.14% | -11.13% | |
| 29 | GD | General Dynamics CORP | 股票-工業 | 0.82% | -0.20% | -13.49% | |
| 30 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 0.79% | -0.54% | EXIT | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.78% | -0.29% | +165.39% | |
| 32 | IR | Ingersoll-rand Inc | 股票-工業 | 0.77% | -0.23% | +4.75% | |
| 33 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.77% | -0.12% | +9.06% | |
| 34 | RBA | Rb Global Inc | 股票-工業 | 0.77% | -0.06% | -9.52% | |
| 35 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.76% | -0.25% | -10.96% | |
| 36 | GWW | Ww Grainger Inc | 股票-工業 | 0.76% | -0.13% | -9.17% | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 0.76% | -0.80% | EXIT | |
| 38 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.76% | -0.27% | +16.32% | |
| 39 | STE | STERIS plc | 股票-醫療保健 | 0.75% | -0.26% | -11.54% | |
| 40 | ETN | Eaton Corporation plc | 股票-工業 | 0.73% | -0.14% | -11.27% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.73% | -0.39% | -5.14% | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.72% | -0.32% | -6.23% | |
| 43 | FELE | Franklin Electric Co Inc | 股票-工業 | 0.71% | -0.22% | -11.72% | |
| 44 | PRI | Primerica Inc | 股票-金融 | 0.71% | -0.16% | -10.21% | |
| 45 | BR | Broadridge Financial Solutio | 股票-科技 | 0.71% | -0.23% | -9.85% | |
| 46 | RMD | Resmed Inc | 股票-醫療保健 | 0.71% | -0.43% | -10.67% | |
| 47 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.71% | -0.15% | -11.28% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.70% | -0.59% | -10.66% | |
| 49 | AAAU | Goldman Sachs Physical Gold | ETF-避險與商品 | 0.70% | -0.17% | -13.08% | |
| 50 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 0.70% | -0.09% | -9.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +1% | +244.72% | 加碼 |
| 2 | EFV | Ishares Msci Eafe Value ETF | +0.7% | +31.76% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.7% | +62.60% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.5% | +52.55% | 加碼 |
| 5 | AAPL | Apple Inc | +0.4% | +6.16% | 加碼 |
| 6 | CRM | Salesforce Inc | +0.4% | +31.91% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +211.09% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.4% | +32.52% | 加碼 |
| 9 | ORCL | Oracle CORP | +0.4% | +165.39% | 加碼 |
| 10 | IEMG | Ishares Core Msci Emerging | +0.4% | +26.99% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.3% | +21.18% | 加碼 |
| 12 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +30.75% | 加碼 |
| 13 | ABT | Abbott Laboratories | +0.2% | +196.20% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | -0.1% | -26.59% | 減碼 |
| 15 | RSG | Republic Services Inc | -0.1% | -1.71% | 減碼 |
| 16 | BRO | Brown & Brown Inc | -0.1% | -7.00% | 減碼 |
| 17 | LDOS | Leidos Holdings Inc | -0.2% | -14.07% | 減碼 |
| 18 | TSCO | Tractor Supply Company | -0.2% | -10.56% | 減碼 |
| 19 | WSO | Watsco Inc | -0.2% | -9.16% | 減碼 |
| 20 | CTAS | Cintas CORP | -0.2% | -17.16% | 減碼 |
| 21 | RMD | Resmed Inc | -0.2% | -10.67% | 減碼 |
| 22 | AON | Aon plc | -0.2% | -20.58% | 減碼 |
| 23 | J | Jacobs Solutions Inc | -0.2% | -12.28% | 減碼 |
| 24 | CPRT | Copart Inc | -0.2% | -14.23% | 減碼 |
| 25 | TDY | Teledyne Technologies Inc | -0.2% | -11.28% | 減碼 |
| 26 | BAM | Brookfield Asset Mgmt-a | -0.2% | -18.77% | 減碼 |
| 27 | EME | Emcor Group Inc | -0.2% | -14.95% | 減碼 |
| 28 | CVCO | Cavco Industries Inc | -0.2% | -38.17% | 減碼 |
| 29 | ETN | Eaton Corporation plc | -0.2% | -11.27% | 減碼 |
| 30 | PAYC | Paycom Software Inc | -0.2% | -15.59% | 減碼 |
| 31 | ICE | Intercontinental Exchange In | -0.2% | -12.55% | 減碼 |
| 32 | ALC | Alcon Inc. | -0.3% | -43.86% | 減碼 |
| 33 | SYK | Stryker CORP | -0.3% | -14.41% | 減碼 |
| 34 | FISV | Fiserv Inc | -0.3% | -8.92% | 減碼 |
| 35 | FDS | Factset Research Systems Inc | -0.4% | -45.85% | 減碼 |
| 36 | CI | THE Cigna Group | -0.4% | -48.42% | 減碼 |
| 37 | FCN | Fti Consulting Inc | -0.4% | -51.89% | 減碼 |
| 38 | CMG | Chipotle Mexican Grill Inc | -0.4% | -90.79% | 減碼 |
| 39 | SAIA | Saia Inc | -0.4% | -50.53% | 減碼 |
| 40 | ROP | Roper Technologies Inc | -0.4% | -45.51% | 減碼 |
| 41 | SPGI | S&p Global Inc | -0.5% | -60.11% | 減碼 |
| 42 | MCO | Moody's CORP | -0.6% | -58.67% | 減碼 |
| 43 | MSCI | Msci Inc | -0.6% | -55.99% | 減碼 |
| 44 | MORN | Morningstar Inc | — | EXIT | 清倉 |
| 45 | ADSK | Autodesk Inc | — | EXIT | 清倉 |
| 46 | JBL | Jabil Inc | — | EXIT | 清倉 |
| 47 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 48 | POOL | Pool CORP | — | EXIT | 清倉 |
| 49 | CNP | Centerpoint Energy Inc | — | NEW | 新建倉 |
| 50 | NI | Nisource Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Marks Group Wealth Management, Inc 在 Q4 2025 季度的美股持倉總市值約為 US$11.5億，共申報了 332 個公開持股部位。
在 Q4 2025 季度，Marks Group Wealth Management, Inc 按市值排列的前三大核心持股分別為：GOOG (3.4%)、AAPL (3.0%)、EFV (2.4%)。其中最大持股部位 GOOG 佔據整體投資組合約 3.4% 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
AVGO
市值: US$230.9萬
本季最大獲利了結 / 清倉標的
MORN
前期市值: US$528.2萬
在 Q4 2025 季度中，Marks Group Wealth Management, Inc 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 13 個部位、減碼 30 個部位以及清倉 4 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 MORN。
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。