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: 0001801107
申報總市值
US$1.6億
US$1.6億
132 檔
25.5%
Meadow Creek Wealth Advisors LLC 在 Q1 2025 季度的美股部位總計估值為 US$1.6億，分散於 132 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2025 數據顯示 Meadow Creek Wealth Advisors LLC 積極進場，新開立 71 個部位並同步加碼 31 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 IVV, SON, KO）累計市值佔比達 25.5%，是驅動 Meadow Creek Wealth Advisors LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.54% | +0.86% | +2.83% | |
| 2 | SON | Sonoco Products Co | 股票-循環性消費 | 8.42% | -0.14% | +0.02% | |
| 3 | KO | Coca-cola Co/the | 股票-非循環性消費 | 7.67% | +0.06% | +0.42% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.30% | -0.67% | +0.06% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.24% | -0.24% | -8.64% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.24% | — | +5.53% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.17% | -0.48% | -6.39% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.20% | -0.16% | -0.70% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.09% | +0.10% | -0.95% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 1.91% | -0.34% | +6.71% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.77% | -0.02% | +2.32% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.73% | -0.32% | -0.68% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.62% | +0.18% | +4.21% | |
| 14 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-其他 | 1.59% | +0.23% | +7.32% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.58% | -0.02% | -2.10% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.40% | -0.14% | +15.81% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.37% | -0.41% | +3.53% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.20% | -0.17% | -1.64% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.06% | +0.15% | -7.66% | |
| 20 | ETN | Eaton Corporation plc | 股票-工業 | 1.04% | +0.12% | +5.32% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | -0.25% | +0.22% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.01% | +0.08% | -6.72% | |
| 23 | CB | Chubb Limited | 股票-金融 | 0.99% | -0.02% | +3.44% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.98% | -0.24% | — | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.33% | +5.48% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.95% | -0.23% | +0.37% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.90% | -0.03% | +9.12% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.89% | -0.11% | -1.65% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.88% | -0.12% | -0.58% | |
| 30 | MSI | Motorola Solutions Inc | 股票-科技 | 0.80% | -0.08% | +6.52% | |
| 31 | TDG | Transdigm Group Inc | 股票-工業 | 0.79% | -0.03% | -3.28% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.77% | -0.04% | +1.68% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.75% | +0.03% | -41.55% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.73% | +0.26% | -0.44% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.71% | -0.13% | +4.22% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.15% | -7.29% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | +0.26% | +0.58% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.65% | +0.02% | +10.86% | |
| 39 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.60% | +0.02% | +7.46% | |
| 40 | CME | Cme Group Inc | 股票-金融 | 0.60% | -0.10% | -2.08% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | +0.11% | -23.73% | |
| 42 | MA | Mastercard Inc - A | 股票-金融 | 0.54% | -0.17% | -0.38% | |
| 43 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.49% | -0.01% | +9.21% | |
| 44 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.49% | -0.07% | +6.44% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.47% | +0.04% | +0.20% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.46% | -0.08% | +16.97% | |
| 47 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.45% | -0.07% | +1.18% | |
| 48 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.45% | -0.08% | -5.73% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.45% | -0.03% | +0.35% | |
| 50 | T | At&t Inc | 股票-通訊服務 | 0.45% | -0.27% | -2.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +5.1% | +2.83% | 加碼 |
| 2 | AAPL | Apple Inc | +1.3% | -8.64% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.3% | +0.06% | 減碼 |
| 4 | WMT | Walmart Inc | +1.1% | +6.71% | 加碼 |
| 5 | V | Visa Inc-class A Shares | +1% | +15.81% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.8% | -0.68% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.7% | -7.66% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.22% | 加碼 |
| 9 | XOM | Exxon Mobil CORP | +0.6% | +5.48% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.5% | -0.70% | 加碼 |
| 11 | UNH | Unitedhealth Group Inc | +0.5% | -6.72% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.4% | +3.53% | 減碼 |
| 13 | MSI | Motorola Solutions Inc | +0.4% | +6.52% | 加碼 |
| 14 | PG | Procter & Gamble Co/the | +0.4% | -1.64% | 加碼 |
| 15 | ETN | Eaton Corporation plc | +0.3% | +5.32% | 減碼 |
| 16 | BAC | Bank Of America CORP | +0.3% | -41.55% | 加碼 |
| 17 | MCD | Mcdonald's CORP | +0.3% | -0.58% | 加碼 |
| 18 | GOOG | Alphabet Inc-cl C | +0.3% | +0.58% | 加碼 |
| 19 | AXP | American Express Co | +0.2% | +0.55% | 減碼 |
| 20 | IBM | Intl Business Machines CORP | +0.2% | +16.97% | 加碼 |
| 21 | AMGN | Amgen Inc | +0.2% | -0.64% | 加碼 |
| 22 | HD | Home Depot Inc | +0.1% | -2.10% | 加碼 |
| 23 | BMY | Bristol-myers Squibb Co | +0.1% | +0.67% | 加碼 |
| 24 | CAT | Caterpillar Inc | +0.1% | +0.31% | 加碼 |
| 25 | NOC | Northrop Grumman CORP | +0.1% | +12.53% | 減碼 |
| 26 | ABBV | Abbvie Inc | +0.1% | +1.68% | 減碼 |
| 27 | ADP | Automatic Data Processing | +0.1% | +0.20% | 加碼 |
| 28 | GD | General Dynamics CORP | 0% | — | 減碼 |
| 29 | UNP | Union Pacific CORP | 0% | +10.86% | 加碼 |
| 30 | AMT | American Tower CORP | 0% | +17.92% | 加碼 |
| 31 | QCOM | Qualcomm Inc | -0.1% | +0.83% | 減碼 |
| 32 | CME | Cme Group Inc | -0.1% | -2.08% | 加碼 |
| 33 | PEP | Pepsico Inc | -0.1% | -0.54% | 加碼 |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -1.65% | 加碼 |
| 35 | HON | Honeywell International Inc | -0.1% | +0.14% | 加碼 |
| 36 | CVX | Chevron CORP | -0.1% | -7.29% | 加碼 |
| 37 | JNJ | Johnson & Johnson | -0.2% | +9.12% | 加碼 |
| 38 | UPS | United Parcel Service-cl B | -0.2% | +10.86% | 加碼 |
| 39 | AZNN | Astrazeneca Plc-spons Adr | -0.2% | +0.30% | 減碼 |
| 40 | MDT | Medtronic plc | -0.2% | -7.29% | 加碼 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +13.47% | 減碼 |
| 42 | TGT | Target CORP | -0.2% | -0.56% | 減碼 |
| 43 | APD | Air Products & Chemicals Inc | -0.3% | +9.21% | 減碼 |
| 44 | CB | Chubb Limited | -0.3% | +3.44% | 減碼 |
| 45 | CSCO | Cisco Systems Inc | -0.4% | -0.44% | 減碼 |
| 46 | CMCSA | Comcast Corp-class A | -0.4% | -6.12% | 加碼 |
| 47 | PAI | Western Asset Investment Gra | -0.4% | -0.90% | 減碼 |
| 48 | AGG | Ishares Core U.s. Aggregate | -0.4% | — | 減碼 |
| 49 | LMT | Lockheed Martin CORP | -0.4% | -18.34% | 減碼 |
| 50 | QLTA | Ishares Aaa - A Rated Corpor | -0.4% | -0.55% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Meadow Creek Wealth Advisors LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 132 個公開持股部位。
在 Q1 2025 季度，Meadow Creek Wealth Advisors LLC 按市值排列的前三大核心持股分別為：IVV (8.5%)、SON (8.4%)、KO (7.7%)。其中最大持股部位 IVV 佔據整體投資組合約 8.5% 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
SON
市值: US$1129.0萬
本季最大獲利了結 / 清倉標的
JPST
前期市值: US$148.8萬
在 Q1 2025 季度中，Meadow Creek Wealth Advisors LLC 共進行了 171 項持倉異動，包含新建倉 71 個部位、加碼 31 個部位、減碼 30 個部位以及清倉 39 個部位。 其中最大新建倉標的為 SON。 本季清倉部位包含 JPST。
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。