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
96 檔
13.5%
根據最新整理的 13F 季度數據集，Massachusetts Wealth Management 於 Q3 2025 結束時的管理資產規模為 US$2.6億。該機構在本季度申報了 96 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2025，Massachusetts Wealth Management 操作展現出積極擴展與加碼意向。本季共新建倉 13 個新部位，並對 26 個既有持股進行加碼（合計增持 39 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 XLK, JPM, XLI）占據了總市值的 13.5%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 6.02% | +0.93% | +6.31% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.19% | -0.07% | — | |
| 3 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.88% | +0.06% | +14.01% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.75% | -0.01% | +0.30% | |
| 5 | XLF | Ss Financial Select Sector | ETF-其他 | 2.74% | -0.06% | +11.05% | |
| 6 | C | Citigroup Inc | 股票-金融 | 2.57% | +0.20% | +1.74% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.17% | -1.18% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.38% | -0.27% | +0.35% | |
| 9 | GE | General Electric | 股票-工業 | 2.20% | +0.30% | +1.03% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.08% | -0.97% | +1.13% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.00% | +0.02% | +0.70% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.92% | +0.05% | +5.23% | |
| 13 | GEV | GE Vernova Inc | 股票-工業 | 1.85% | +0.44% | -0.03% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.77% | -0.18% | — | |
| 15 | XLE | Ss Energy Select Sector | ETF-其他 | 1.63% | -0.45% | +4.25% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.63% | -0.15% | +2.17% | |
| 17 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.57% | — | +6.73% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.56% | -0.76% | -0.05% | |
| 19 | CAT | Caterpillar Inc | 股票-工業 | 1.53% | +0.60% | +3.51% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 1.52% | -0.33% | +4.21% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.51% | +0.13% | +4.28% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.46% | -0.02% | +6.25% | |
| 23 | COP | Conocophillips | 股票-能源 | 1.36% | -0.78% | -0.09% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 1.36% | -0.10% | +1.24% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.33% | -0.09% | +0.95% | |
| 26 | EMR | Emerson Electric Co | 股票-工業 | 1.29% | -0.04% | +2.05% | |
| 27 | TT | Trane Technologies plc | 股票-工業 | 1.28% | +0.02% | -0.57% | |
| 28 | PFE | Pfizer Inc | 股票-醫療保健 | 1.27% | -0.32% | +8.81% | |
| 29 | STT | State Street CORP | 股票-金融 | 1.24% | +0.20% | +1.77% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.20% | -0.22% | -0.19% | |
| 31 | MMM | 3m Co | 股票-工業 | 1.17% | -0.02% | +1.16% | |
| 32 | DE | Deere & Co | 股票-工業 | 1.16% | — | +1.28% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.16% | -0.06% | +0.64% | |
| 34 | IR | Ingersoll-rand Inc | 股票-工業 | 1.13% | -0.10% | -0.54% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.11% | -0.13% | -2.18% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.11% | -0.09% | +4.49% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.09% | +0.01% | -1.55% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 1.09% | -0.05% | +0.46% | |
| 39 | KTB | Kontoor Brands Inc | 股票-循環性消費 | 1.08% | +0.04% | +592.17% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.07% | +0.17% | +7.39% | |
| 41 | CMI | Cummins Inc | 股票-工業 | 1.03% | +0.19% | +1.65% | |
| 42 | ITW | Illinois Tool Works | 股票-工業 | 1.02% | -0.08% | +3.14% | |
| 43 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.97% | +0.02% | +1.72% | |
| 44 | GLW | Corning Inc | 股票-科技 | 0.95% | +0.90% | +1.96% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.95% | +0.12% | +5.03% | |
| 46 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.95% | -0.21% | +0.56% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.92% | -0.07% | +1.02% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | -0.08% | +5.79% | |
| 49 | NSC | Norfolk Southern CORP | 股票-工業 | 0.89% | -0.01% | +0.59% | |
| 50 | AMGN | Amgen Inc | 股票-醫療保健 | 0.88% | -0.08% | -4.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +0.6% | -0.03% | 加碼 |
| 2 | XLK | Ss Technology Select Sector | +0.4% | +6.31% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.4% | +0.70% | 減碼 |
| 4 | GLW | Corning Inc | +0.2% | +1.96% | 加碼 |
| 5 | MU | Micron Technology Inc | +0.2% | +1.90% | 加碼 |
| 6 | GE | General Electric | +0.2% | +1.03% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +5.03% | 加碼 |
| 8 | C | Citigroup Inc | +0.1% | +1.74% | 加碼 |
| 9 | CAT | Caterpillar Inc | +0.1% | +3.51% | 加碼 |
| 10 | TSLA | Tesla Inc | +0.1% | +0.26% | 加碼 |
| 11 | XLI | Ss Industrial Select Sector | +0.1% | +14.01% | 加碼 |
| 12 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +5.46% | 加碼 |
| 13 | IGV | Ishares Expanded Tech-softwa | 0% | +6.73% | 加碼 |
| 14 | CMI | Cummins Inc | 0% | +1.65% | 加碼 |
| 15 | META | Meta Platforms Inc-class A | — | +5.79% | 加碼 |
| 16 | UBS | UBS Group AG | 0% | — | 不變 |
| 17 | MSFT | Microsoft CORP | 0% | -1.18% | 減碼 |
| 18 | STT | State Street CORP | -0.1% | +1.77% | 加碼 |
| 19 | NSC | Norfolk Southern CORP | -0.1% | +0.59% | 加碼 |
| 20 | VMC | Vulcan Materials Co | -0.1% | +0.74% | 減碼 |
| 21 | CSX | Csx CORP | -0.1% | +2.15% | 加碼 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.24% | 加碼 |
| 23 | WMT | Walmart Inc | -0.1% | +4.21% | 加碼 |
| 24 | EMR | Emerson Electric Co | -0.1% | +2.05% | 加碼 |
| 25 | TT | Trane Technologies plc | -0.1% | -0.57% | 減碼 |
| 26 | WFC | Wells Fargo & Co | -0.2% | +1.24% | 加碼 |
| 27 | HD | Home Depot Inc | -0.3% | +0.46% | 加碼 |
| 28 | JPM | Jpmorgan Chase & Co | -0.3% | — | 減碼 |
| 29 | JNJ | Johnson & Johnson | -0.3% | +2.17% | 加碼 |
| 30 | PFE | Pfizer Inc | -0.3% | +8.81% | 加碼 |
| 31 | XLF | Ss Financial Select Sector | -0.4% | +11.05% | 加碼 |
| 32 | SLB | Slb LTD | -0.6% | -0.81% | 減碼 |
| 33 | COP | Conocophillips | -0.7% | -0.09% | 減碼 |
| 34 | CVX | Chevron CORP | -0.8% | -0.05% | 減碼 |
| 35 | XOM | Exxon Mobil CORP | -1% | +1.13% | 加碼 |
| 36 | AAPL | Apple Inc | — | NEW | 新建倉 |
| 37 | BAC | Bank Of America CORP | — | NEW | 新建倉 |
| 38 | JPST | Jpmorgan Ultra-short Income | — | NEW | 新建倉 |
| 39 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建倉 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建倉 |
| 41 | KTB | Kontoor Brands Inc | — | NEW | 新建倉 |
| 42 | AMZN | Amazon.com Inc | — | NEW | 新建倉 |
| 43 | AMGN | Amgen Inc | — | NEW | 新建倉 |
| 44 | RTX | Rtx CORP | — | NEW | 新建倉 |
| 45 | BA | Boeing Co/the | — | NEW | 新建倉 |
| 46 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 47 | CW | Curtiss-wright CORP | — | NEW | 新建倉 |
| 48 | DOW | Dow Inc | — | EXIT | 清倉 |
| 49 | ALLE | Allegion plc | — | NEW | 新建倉 |
| 50 | UPS | United Parcel Service-cl B | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Massachusetts Wealth Management 在 Q3 2025 季度的美股持倉總市值約為 US$2.6億，共申報了 96 個公開持股部位。
在 Q3 2025 季度，Massachusetts Wealth Management 按市值排列的前三大核心持股分別為：XLK (6.0%)、JPM (3.2%)、XLI (2.9%)。其中最大持股部位 XLK 佔據整體投資組合約 6.0% 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$554.0萬
本季最大獲利了結 / 清倉標的
DOW
前期市值: US$29.1萬
在 Q3 2025 季度中，Massachusetts Wealth Management 共進行了 49 項持倉異動，包含新建倉 13 個部位、加碼 26 個部位、減碼 8 個部位以及清倉 2 個部位。 其中最大新建倉標的為 AAPL。 本季清倉部位包含 DOW。
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。