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: 0001966011
申報總市值
US$2.6億
US$2.6億
94 檔
11.7%
在 Q2 2025 申報期間，Massachusetts Wealth Management（CIK: 0001966011）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$2.6億，共持有 94 個公開申報部位。
Massachusetts Wealth Management 於 Q2 2025 展現出進攻型調倉步調，本季推動了 12 檔股票的新建倉與 25 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。
在資產配置集中度方面，Massachusetts Wealth Management 的前 5 大核心持股（包含 XLK, JPM, XLI 等）合計佔整體申報市值的 11.7%，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 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.79% | +0.93% | +2.61% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.33% | -0.07% | -2.14% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.75% | +0.06% | +5.64% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.17% | — | |
| 5 | XLF | Ss Financial Select Sector | ETF-其他 | 2.72% | -0.06% | +2.08% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.69% | -0.27% | -1.16% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.51% | -0.01% | — | |
| 8 | C | Citigroup Inc | 股票-金融 | 2.41% | +0.20% | +0.54% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.24% | -0.97% | -0.88% | |
| 10 | GE | General Electric | 股票-工業 | 2.12% | +0.30% | -0.14% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | +0.02% | -1.03% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.90% | +0.05% | — | |
| 13 | GEV | GE Vernova Inc | 股票-工業 | 1.81% | +0.44% | +0.90% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.69% | -0.45% | +2.78% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.64% | -0.76% | -0.05% | |
| 16 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.59% | — | +2.40% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 1.57% | -0.33% | +3.30% | |
| 18 | TT | Trane Technologies plc | 股票-工業 | 1.51% | +0.02% | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.51% | +0.13% | — | |
| 20 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.51% | -0.02% | +2.89% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.49% | -0.15% | +0.73% | |
| 22 | COP | Conocophillips | 股票-能源 | 1.47% | -0.78% | -0.01% | |
| 23 | EMR | Emerson Electric Co | 股票-工業 | 1.47% | -0.04% | +2.48% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.46% | -0.22% | -2.78% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.46% | -0.10% | +0.62% | |
| 26 | DE | Deere & Co | 股票-工業 | 1.45% | — | +0.70% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.45% | -0.09% | — | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.40% | -0.06% | +1.20% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 1.37% | +0.60% | +1.87% | |
| 30 | IR | Ingersoll-rand Inc | 股票-工業 | 1.30% | -0.10% | -0.20% | |
| 31 | MMM | 3m Co | 股票-工業 | 1.29% | -0.02% | -0.50% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.28% | -0.13% | +1.97% | |
| 33 | STT | State Street CORP | 股票-金融 | 1.27% | +0.20% | +0.83% | |
| 34 | PFE | Pfizer Inc | 股票-醫療保健 | 1.26% | -0.32% | +0.33% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.24% | -0.09% | +2.56% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.16% | +0.17% | +1.34% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 1.12% | -0.05% | +1.41% | |
| 38 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.08% | +0.02% | — | |
| 39 | ITW | Illinois Tool Works | 股票-工業 | 1.06% | -0.08% | +1.13% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 1.03% | -0.08% | — | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.01% | +0.01% | -1.78% | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.00% | -0.21% | +1.41% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.98% | -0.07% | +0.34% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.97% | -0.08% | +2.64% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.97% | -0.07% | +1.65% | |
| 46 | SLB | Slb LTD | 股票-能源 | 0.94% | -0.41% | +0.30% | |
| 47 | CMI | Cummins Inc | 股票-工業 | 0.90% | +0.19% | +2.86% | |
| 48 | CARR | Carrier Global CORP | 股票-工業 | 0.87% | +0.10% | +2.72% | |
| 49 | NSC | Norfolk Southern CORP | 股票-工業 | 0.86% | -0.01% | +1.36% | |
| 50 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.83% | -0.01% | +2.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.5% | NEW | 新建倉 |
| 2 | BAC | Bank Of America CORP | +1.9% | NEW | 新建倉 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +1.5% | NEW | 新建倉 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +1.5% | NEW | 新建倉 |
| 5 | AMZN | Amazon.com Inc | +1.1% | NEW | 新建倉 |
| 6 | AMGN | Amgen Inc | +1% | NEW | 新建倉 |
| 7 | RTX | Rtx CORP | +0.7% | NEW | 新建倉 |
| 8 | GEV | GE Vernova Inc | +0.6% | +0.90% | 加碼 |
| 9 | BA | Boeing Co/the | +0.6% | NEW | 新建倉 |
| 10 | NVDA | Nvidia CORP | +0.3% | -1.03% | 減碼 |
| 11 | MSFT | Microsoft CORP | +0.2% | — | 不變 |
| 12 | XLK | Ss Technology Select Sector | +0.2% | +2.61% | 加碼 |
| 13 | AVGO | Broadcom Inc | +0.2% | NEW | 新建倉 |
| 14 | CW | Curtiss-wright CORP | +0.2% | NEW | 新建倉 |
| 15 | KTB | Kontoor Brands Inc | +0.2% | NEW | 新建倉 |
| 16 | GE | General Electric | +0.1% | -0.14% | 減碼 |
| 17 | ALLE | Allegion plc | +0.1% | NEW | 新建倉 |
| 18 | TT | Trane Technologies plc | +0.1% | — | 不變 |
| 19 | MU | Micron Technology Inc | +0.1% | +0.22% | 加碼 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +2.64% | 加碼 |
| 21 | IGV | Ishares Expanded Tech-softwa | +0.1% | +2.40% | 加碼 |
| 22 | EMR | Emerson Electric Co | 0% | +2.48% | 加碼 |
| 23 | ITA | Ishares U.s. Aerospace & Def | 0% | +2.03% | 加碼 |
| 24 | C | Citigroup Inc | 0% | +0.54% | 加碼 |
| 25 | CAT | Caterpillar Inc | 0% | +1.87% | 加碼 |
| 26 | STT | State Street CORP | 0% | +0.83% | 加碼 |
| 27 | CARR | Carrier Global CORP | 0% | +2.72% | 加碼 |
| 28 | IBM | Intl Business Machines CORP | 0% | -1.34% | 減碼 |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +2.90% | 加碼 |
| 30 | GLW | Corning Inc | 0% | +1.10% | 加碼 |
| 31 | XLI | Ss Industrial Select Sector | -0.1% | +5.64% | 加碼 |
| 32 | WMT | Walmart Inc | -0.1% | +3.30% | 加碼 |
| 33 | WFC | Wells Fargo & Co | -0.1% | +0.62% | 加碼 |
| 34 | UNH | Unitedhealth Group Inc | -0.2% | EXIT | 清倉 |
| 35 | JPM | Jpmorgan Chase & Co | -0.2% | -2.14% | 減碼 |
| 36 | DE | Deere & Co | -0.2% | +0.70% | 加碼 |
| 37 | GIS | General Mills Inc | -0.2% | +0.51% | 加碼 |
| 38 | HAL | Halliburton Co | -0.3% | -2.29% | 減碼 |
| 39 | BKR | Baker Hughes Co | -0.3% | -2.89% | 減碼 |
| 40 | XLF | Ss Financial Select Sector | -0.4% | +2.08% | 加碼 |
| 41 | MRK | Merck & Co. Inc. | -0.4% | +0.34% | 加碼 |
| 42 | PEP | Pepsico Inc | -0.4% | +1.41% | 加碼 |
| 43 | ABBV | Abbvie Inc | -0.4% | -1.78% | 減碼 |
| 44 | XLV | Ss Health Care Select Sector | -0.4% | +2.89% | 加碼 |
| 45 | JNJ | Johnson & Johnson | -0.5% | +0.73% | 加碼 |
| 46 | SLB | Slb LTD | -0.5% | +0.30% | 加碼 |
| 47 | XLE | Ss Energy Select Sector | -0.5% | +2.78% | 加碼 |
| 48 | COP | Conocophillips | -0.6% | -0.01% | 減碼 |
| 49 | CVX | Chevron CORP | -0.7% | -0.05% | 減碼 |
| 50 | XOM | Exxon Mobil CORP | -0.8% | -0.88% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Massachusetts Wealth Management 在 Q2 2025 季度的美股持倉總市值約為 US$2.6億，共申報了 94 個公開持股部位。
在 Q2 2025 季度，Massachusetts Wealth Management 按市值排列的前三大核心持股分別為：XLK (5.8%)、JPM (3.3%)、XLI (2.8%)。其中最大持股部位 XLK 佔據整體投資組合約 5.8% 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
AAPL
市值: US$445.1萬
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$21.3萬
在 Q2 2025 季度中，Massachusetts Wealth Management 共進行了 48 項持倉異動，包含新建倉 12 個部位、加碼 25 個部位、減碼 10 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AAPL。 本季清倉部位包含 UNH。
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。