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。
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CIK: 0001697300
申報總市值
US$32.5億
US$32.5億
707 檔
15.6%
在 Q3 2025 的 13F 官方備案中，Meridian Wealth Management, LLC 管理的美股投資組合規模來到 US$32.5億，整體持股檔數為 707 檔。
Q3 2025 數據顯示 Meridian Wealth Management, LLC 積極進場，新開立 7 個部位並同步加碼 23 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Meridian Wealth Management, LLC 的前 5 大核心持股（包含 NVDA, AAPL, QQQ 等）合計佔整體申報市值的 15.6%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 707 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 | 5.43% | -0.32% | -1.37% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.92% | +0.01% | +2.53% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.77% | +0.47% | +1.15% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.29% | +1.84% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.97% | -1.36% | -4.32% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.80% | -0.09% | +2.57% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.37% | -0.02% | +0.67% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.35% | -0.19% | +0.19% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.59% | +0.16% | +12.04% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.47% | +0.12% | +2.83% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.38% | -0.06% | +5.17% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.34% | -0.13% | -5.30% | |
| 13 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.27% | — | +0.25% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.26% | +0.08% | +16.03% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.18% | -0.01% | -1.72% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 1.13% | +0.09% | +465.35% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 1.06% | — | -1.47% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.01% | +0.03% | -3.08% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.96% | +0.08% | +3.98% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.90% | +0.03% | +4.43% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.89% | -0.32% | -9.14% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.87% | -0.60% | +34.91% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.86% | -0.32% | +58.23% | |
| 24 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.70% | -0.38% | +0.68% | |
| 25 | CAT | Caterpillar Inc | 股票-工業 | 0.69% | +0.27% | -8.28% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.68% | -0.01% | -3.10% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.67% | +0.02% | -1.46% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | +0.02% | +11.53% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | -0.11% | -1.26% | |
| 30 | AER | AerCap Holdings N.V. | 股票-工業 | 0.64% | +0.15% | +0.00% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.61% | -0.21% | +4.11% | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.57% | -0.25% | +2.39% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.57% | — | +5.31% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | +0.01% | +0.77% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.56% | +0.01% | +1.91% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.55% | +0.31% | +90.76% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.08% | +6.62% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.54% | -0.03% | +1.25% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.53% | -0.01% | +0.02% | |
| 40 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.52% | +0.02% | -7.52% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.50% | — | +0.72% | |
| 42 | AUSF | Global X Adaptive US Factor | ETF-其他 | 0.50% | -0.06% | +153.75% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.49% | -0.02% | -0.07% | |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.48% | -0.02% | +2.31% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.48% | — | +0.53% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.18% | +0.60% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.43% | +0.04% | +27.95% | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.43% | -0.01% | +4.86% | |
| 49 | SYBT | Stock Yards Bancorp Inc | 股票-其他 | 0.40% | +0.03% | +3.67% | |
| 50 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.39% | -0.13% | -1.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | -1.37% | 減碼 |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | +1.1% | +465.35% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1% | +12.04% | 加碼 |
| 4 | HOOD | Robinhood Markets Inc - A | +0.8% | +0.25% | 加碼 |
| 5 | PLTR | Palantir Technologies Inc-a | +0.8% | +58.23% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.6% | -1.47% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +2.83% | 加碼 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +90.76% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.3% | +1.84% | 加碼 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +27.95% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +3.98% | 加碼 |
| 12 | ORCL | Oracle CORP | +0.2% | +6.62% | 加碼 |
| 13 | VUG | Vanguard Growth ETF | +0.2% | +16.03% | 加碼 |
| 14 | GLD | Spdr Gold Shares | +0.2% | +34.91% | 加碼 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +1.15% | 加碼 |
| 16 | RDDT | Reddit Inc-cl A | +0.2% | -7.52% | 減碼 |
| 17 | HEQT | Simplify Hedged Equity ETF | +0.1% | +6.73% | 加碼 |
| 18 | SHOP | Shopify Inc - Class A | +0.1% | +0.68% | 加碼 |
| 19 | AER | AerCap Holdings N.V. | +0.1% | +0.00% | 加碼 |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.53% | 加碼 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +0.67% | 加碼 |
| 22 | CAT | Caterpillar Inc | +0.1% | -8.28% | 減碼 |
| 23 | VBR | Vanguard Small-cap Value ETF | +0.1% | +5.31% | 加碼 |
| 24 | META | Meta Platforms Inc-class A | 0% | -9.14% | 減碼 |
| 25 | SCHG | Schwab US Large-cap Growth | -0.1% | -3.08% | 減碼 |
| 26 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.72% | 減碼 |
| 27 | BND | Vanguard Total Bond Market | -0.2% | +5.17% | 加碼 |
| 28 | ACN | Accenture plc | -0.2% | -28.86% | 減碼 |
| 29 | EOG | Eog Resources Inc | -0.2% | -94.34% | 減碼 |
| 30 | DKNG | Draftkings Inc-cl A | -0.2% | -19.66% | 減碼 |
| 31 | AMZN | Amazon.com Inc | -0.2% | +2.57% | 加碼 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.19% | 減碼 |
| 33 | AAPL | Apple Inc | -0.3% | +2.53% | 加碼 |
| 34 | AMD | Advanced Micro Devices | -0.3% | -68.65% | 減碼 |
| 35 | IWM | Ishares Russell 2000 ETF | -0.4% | +1.54% | 減碼 |
| 36 | UNH | Unitedhealth Group Inc | -0.5% | -15.20% | 減碼 |
| 37 | HEFA | Isha Curr Hedged Msci Eafe | -0.5% | -92.83% | 減碼 |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | -0.5% | -83.36% | 減碼 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -5.30% | 減碼 |
| 40 | SMH | Vaneck Semiconductor ETF | -0.6% | +46.87% | 減碼 |
| 41 | XOM | Exxon Mobil CORP | -1.2% | -4.32% | 減碼 |
| 42 | AUSF | Global X Adaptive US Factor | — | NEW | 新建倉 |
| 43 | IDMO | Invesco S&p International De | — | NEW | 新建倉 |
| 44 | AMSC | American Superconductor CORP | — | NEW | 新建倉 |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | — | EXIT | 清倉 |
| 46 | WCMI | Ft Wcm International ETF | — | NEW | 新建倉 |
| 47 | LVHI | Franklin International Low V | — | NEW | 新建倉 |
| 48 | NEE 6.926 09-01-25債券 | Nextera Energy Inc | — | EXIT | 清倉 |
| 49 | FEZ | State Street Spdr Euro Stoxx | — | NEW | 新建倉 |
| 50 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Meridian Wealth Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$32.5億，共申報了 707 個公開持股部位。
在 Q3 2025 季度，Meridian Wealth Management, LLC 按市值排列的前三大核心持股分別為：NVDA (5.4%)、AAPL (3.9%)、QQQ (3.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.4% 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
AUSF
市值: US$1295.7萬
本季最大獲利了結 / 清倉標的
XMHQ
前期市值: US$492.4萬
在 Q3 2025 季度中，Meridian Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 23 個部位、減碼 18 個部位以及清倉 2 個部位。 其中最大新建倉標的為 AUSF。 本季清倉部位包含 XMHQ。
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。