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: 0002087652
申報總市值
US$1.4億
US$1.4億
42 檔
55.2%
根據最新整理的 13F 季度數據集，Momentum Wealth Planning, LLC 於 Q3 2025 結束時的管理資產規模為 US$1.4億。該機構在本季度申報了 42 檔美股持倉，呈現出該時期的主要投資地圖。
Q3 2025 的申報記錄反映 Momentum Wealth Planning, LLC 的板塊替換策略：機構本季推動了 21 筆增持與 25 筆減持，籌碼呈現明顯的結構重組。
整體而言，Momentum Wealth Planning, LLC 的前 5 大持股（包含 SPY, QQQ, SMH）貢獻了組合市值的 55.2%，形成該機構在 Q3 2025 季度的基本面基石。
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 26.74% | -2.74% | -0.00% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 14.22% | +0.82% | +3.95% | |
| 3 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 7.16% | — | — | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-其他 | 5.31% | -3.06% | +3.68% | |
| 5 | KWEB | Kranesh Csi China Internet | ETF-新興市場 | 5.30% | — | +47.40% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.02% | -0.60% | -3.15% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 3.33% | -0.60% | -1.91% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.29% | -0.49% | -7.14% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.50% | -0.15% | -3.24% | |
| 10 | NXST | Nexstar Media Group Inc | 股票-通訊服務 | 2.49% | -0.49% | — | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.36% | -0.10% | -39.33% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.17% | -0.16% | -2.17% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.99% | -0.16% | +5.56% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.93% | — | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.88% | — | +25.54% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.76% | — | +814.05% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.64% | -2.26% | +47.57% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.52% | — | -7.68% | |
| 19 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.19% | — | +22.66% | |
| 20 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.86% | -0.12% | -1.26% | |
| 21 | NFLX | Netflix Inc | 股票-通訊服務 | 0.79% | -0.25% | -53.95% | |
| 22 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.79% | -0.15% | -0.24% | |
| 23 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.63% | +0.02% | — | |
| 24 | TSLA | Tesla, Inc. | 股票-循環性消費 | 0.63% | — | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.59% | — | -20.48% | |
| 26 | AAPL | Apple Inc | 股票-科技 | 0.54% | +0.95% | -12.01% | |
| 27 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.52% | -0.45% | +3.70% | |
| 28 | UBER | Uber Technologies Inc | 股票-工業 | 0.46% | — | +3.48% | |
| 29 | XLE | Ss Energy Select Sector | ETF-其他 | 0.43% | — | +58.90% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.39% | — | -8.59% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.31% | -0.07% | -93.16% | |
| 32 | BABA | Alibaba Group Holding Limited | 股票-循環性消費 | 0.28% | — | — | |
| 33 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.26% | -0.03% | — | |
| 34 | ✓ | Invesco QQQ Tr Put Option 06/2 | 股票-其他 | 0.26% | +0.15% | — | |
| 35 | WMT | Walmart Inc | 股票-非循環性消費 | 0.22% | — | -92.49% | |
| 36 | ANET | Arista Networks Inc | 股票-科技 | 0.20% | +0.03% | — | |
| 37 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.19% | +0.14% | NEW | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.19% | — | — | |
| 39 | KBAB | KraneShares 2x Long BABA Daily ETF | ETF-其他 | 0.18% | — | — | |
| 40 | CPRO | Cals Rus 2000 S A P ETF Oct | ETF-其他 | 0.17% | — | — | |
| 41 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股與成長 | 0.17% | +0.25% | — | |
| 42 | APLE | Apple Hospitality Reit Inc | 股票-房地產 | 0.16% | +0.01% | -15.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KWEB | Kranesh Csi China Internet | +2.1% | +47.40% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.6% | +814.05% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.7% | -1.91% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +5.56% | 加碼 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +3.95% | 加碼 |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +47.57% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | +25.54% | 加碼 |
| 8 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +22.66% | 加碼 |
| 9 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +3.70% | 加碼 |
| 10 | XLE | Ss Energy Select Sector | +0.2% | +58.90% | 加碼 |
| 11 | NXST | Nexstar Media Group Inc | +0.1% | — | 不變 |
| 12 | NVDA | Nvidia CORP | +0.1% | -3.24% | 減碼 |
| 13 | AAPL | Apple Inc | — | -12.01% | 減碼 |
| 14 | UBER | Uber Technologies Inc | — | +3.48% | 加碼 |
| 15 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 0% | -0.24% | 減碼 |
| 16 | BAC 7.25 PERP L債券 | Bank Of America CORP | 0% | -1.26% | 減碼 |
| 17 | APLE | Apple Hospitality Reit Inc | 0% | -15.27% | 減碼 |
| 18 | BKNG | Booking Holdings Inc | -0.1% | — | 不變 |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | -8.59% | 減碼 |
| 20 | MELI | Mercadolibre Inc | -0.1% | — | 不變 |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | -7.68% | 減碼 |
| 22 | VOO | Vanguard S&p 500 ETF | -0.2% | -20.48% | 減碼 |
| 23 | SHOP | Shopify Inc - Class A | -0.2% | -55.62% | 減碼 |
| 24 | AMZN | Amazon.com Inc | -0.3% | -2.17% | 減碼 |
| 25 | SCHO | Schwab Short-term US Treas | -0.3% | +3.68% | 加碼 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -0.00% | 減碼 |
| 27 | BIV | Vanguard Intermediate-term B | -0.5% | -3.15% | 減碼 |
| 28 | META | Meta Platforms Inc-class A | -0.6% | -7.14% | 減碼 |
| 29 | NFLX | Netflix Inc | -1.3% | -53.95% | 減碼 |
| 30 | GS | Goldman Sachs Group Inc | -1.4% | -39.33% | 減碼 |
| 31 | WMT | Walmart Inc | -2.8% | -92.49% | 減碼 |
| 32 | AVGO | Broadcom Inc | -3.8% | -93.16% | 減碼 |
| 33 | SMH | Vaneck Semiconductor ETF | — | NEW | 新建倉 |
| 34 | FCX | Freeport-mcmoran Inc | — | EXIT | 清倉 |
| 35 | ORCL | Oracle CORP | — | NEW | 新建倉 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | 清倉 |
| 37 | RKT | Rocket Cos Inc-class A | — | EXIT | 清倉 |
| 38 | TSLA | Tesla, Inc. | — | NEW | 新建倉 |
| 39 | BABA | Alibaba Group Holding Limited | — | NEW | 新建倉 |
| 40 | VLUE | Ishares Msci USA Value Facto | — | EXIT | 清倉 |
| 41 | ✓ | Invesco QQQ Tr Put Option 06/2 | — | NEW | 新建倉 |
| 42 | ANET | Arista Networks Inc | — | NEW | 新建倉 |
| 43 | CEG | Constellation Energy | — | EXIT | 清倉 |
| 44 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建倉 |
| 45 | KBAB | KraneShares 2x Long BABA Daily ETF | — | NEW | 新建倉 |
| 46 | CPRO | Cals Rus 2000 S A P ETF Oct | — | NEW | 新建倉 |
| 47 | ✓ | Spdr S&P 500 Etf Tr Put Option | — | NEW | 新建倉 |
| 48 | MTUM | Ishares Msci USA Momentum Fa | — | EXIT | 清倉 |
| 49 | CMG | Chipotle Mexican Grill Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Momentum Wealth Planning, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$1.4億，共申報了 42 個公開持股部位。
在 Q3 2025 季度，Momentum Wealth Planning, LLC 按市值排列的前三大核心持股分別為：SPY (26.7%)、QQQ (14.2%)、SMH (7.2%)。其中最大持股部位 SPY 佔據整體投資組合約 26.7% 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
SMH
市值: US$920.7萬
本季最大獲利了結 / 清倉標的
FCX
前期市值: US$345.9萬
在 Q3 2025 季度中，Momentum Wealth Planning, LLC 共進行了 46 項持倉異動，包含新建倉 10 個部位、加碼 11 個部位、減碼 18 個部位以及清倉 7 個部位。 其中最大新建倉標的為 SMH。 本季清倉部位包含 FCX。
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。