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
41 檔
54.6%
Momentum Wealth Planning, LLC 在 Q4 2025 季度的美股部位總計估值為 US$1.4億，分散於 41 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2025 期間，Momentum Wealth Planning, LLC 展現了靈活的資產再平衡步調，透過出清 8 檔弱勢或達到目標價部位，將資金轉置於 7 檔新建倉標的之中。
在資產配置集中度方面，Momentum Wealth Planning, LLC 的前 5 大核心持股（包含 SPY, QQQ, VTV 等）合計佔整體申報市值的 54.6%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 27.24% | -2.74% | -0.75% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 15.78% | +0.82% | +4.62% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 5.19% | — | — | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-其他 | 5.04% | -3.06% | -5.26% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.03% | -0.16% | +95.24% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.13% | -0.60% | +2.94% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 3.54% | -0.60% | +4.99% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.49% | +0.95% | +504.74% | |
| 9 | NXST | Nexstar Media Group Inc | 股票-通訊服務 | 2.56% | -0.49% | — | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.46% | -0.15% | -1.95% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.35% | -0.16% | +2.74% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.27% | -0.10% | -12.96% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 2.26% | -0.07% | +597.91% | |
| 14 | MAGS | Roundhill Magnificent Seven | ETF-其他 | 1.75% | — | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | — | -14.22% | |
| 16 | KWEB | Kranesh Csi China Internet | ETF-新興市場 | 1.61% | — | -62.63% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.51% | — | -3.61% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.20% | — | -10.08% | |
| 19 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 1.08% | -0.97% | — | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.99% | -2.26% | -39.31% | |
| 21 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.91% | +0.14% | NEW | |
| 22 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.83% | -0.12% | -2.32% | |
| 23 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.80% | -0.15% | +2.44% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | — | — | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.60% | -0.45% | +40.28% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.56% | -0.21% | — | |
| 27 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.55% | +0.02% | — | |
| 28 | NFLX | Netflix Inc | 股票-通訊服務 | 0.54% | -0.25% | +761.34% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | -0.49% | -83.76% | |
| 30 | UBER | Uber Technologies Inc | 股票-工業 | 0.40% | — | +4.24% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.30% | — | -67.04% | |
| 32 | GEV | GE Vernova Inc | 股票-工業 | 0.29% | — | — | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.28% | — | +29.09% | |
| 34 | TSLA | Tesla, Inc. | 股票-循環性消費 | 0.28% | — | -50.00% | |
| 35 | ALAB | Astera Labs Inc | 股票-科技 | 0.27% | — | — | |
| 36 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.26% | -0.03% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.24% | — | — | |
| 38 | RKT | Rocket Cos Inc-class A | 股票-金融 | 0.19% | -0.20% | EXIT | |
| 39 | ANET | Arista Networks Inc | 股票-科技 | 0.18% | +0.03% | — | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.18% | — | -89.08% | |
| 41 | APLE | Apple Hospitality Reit Inc | 股票-房地產 | 0.14% | +0.01% | -9.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +3% | +95.24% | 加碼 |
| 2 | AAPL | Apple Inc | +3% | +504.74% | 加碼 |
| 3 | AVGO | Broadcom Inc | +2% | +597.91% | 加碼 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +1.6% | +4.62% | 加碼 |
| 5 | SHOP | Shopify Inc - Class A | +0.7% | +251.28% | 加碼 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | -0.75% | 減碼 |
| 7 | TSLA | Tesla Inc | +0.2% | +4.99% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +2.74% | 加碼 |
| 9 | BIV | Vanguard Intermediate-term B | +0.1% | +2.94% | 加碼 |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +40.28% | 加碼 |
| 11 | NXST | Nexstar Media Group Inc | +0.1% | — | 不變 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不變 |
| 13 | VOO | Vanguard S&p 500 ETF | 0% | — | 不變 |
| 14 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 0% | +2.44% | 加碼 |
| 15 | BKNG | Booking Holdings Inc | — | — | 不變 |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -3.61% | 減碼 |
| 17 | ANET | Arista Networks Inc | 0% | — | 不變 |
| 18 | APLE | Apple Hospitality Reit Inc | 0% | -9.61% | 減碼 |
| 19 | BAC 7.25 PERP L債券 | Bank Of America CORP | 0% | -2.32% | 減碼 |
| 20 | NVDA | Nvidia CORP | 0% | -1.95% | 減碼 |
| 21 | UBER | Uber Technologies Inc | -0.1% | +4.24% | 加碼 |
| 22 | MELI | Mercadolibre Inc | -0.1% | — | 不變 |
| 23 | GS | Goldman Sachs Group Inc | -0.1% | -12.96% | 減碼 |
| 24 | XLE | Ss Energy Select Sector | -0.2% | +29.09% | 加碼 |
| 25 | JPM | Jpmorgan Chase & Co | -0.2% | -14.22% | 減碼 |
| 26 | NFLX | Netflix Inc | -0.3% | +761.34% | 加碼 |
| 27 | SCHO | Schwab Short-term US Treas | -0.3% | -5.26% | 減碼 |
| 28 | TSLA | Tesla, Inc. | -0.4% | -50.00% | 減碼 |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.7% | -39.31% | 減碼 |
| 30 | ORCL | Oracle CORP | -0.7% | -10.08% | 減碼 |
| 31 | IBIT | Ishares Bitcoin Trust ETF | -0.9% | -67.04% | 減碼 |
| 32 | MSFT | Microsoft CORP | -1.6% | -89.08% | 減碼 |
| 33 | META | Meta Platforms Inc-class A | -2.8% | -83.76% | 減碼 |
| 34 | KWEB | Kranesh Csi China Internet | -3.7% | -62.63% | 減碼 |
| 35 | SMH | Vaneck Semiconductor ETF | — | EXIT | 清倉 |
| 36 | VTV | Vanguard Value ETF | — | NEW | 新建倉 |
| 37 | MAGS | Roundhill Magnificent Seven | — | NEW | 新建倉 |
| 38 | RDDT | Reddit Inc-cl A | — | NEW | 新建倉 |
| 39 | GLD | Spdr Gold Shares | — | NEW | 新建倉 |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | — | EXIT | 清倉 |
| 41 | GEV | GE Vernova Inc | — | NEW | 新建倉 |
| 42 | BABA | Alibaba Group Holding Limited | — | EXIT | 清倉 |
| 43 | ALAB | Astera Labs Inc | — | NEW | 新建倉 |
| 44 | ✓ | Invesco QQQ Tr Put Option 06/2 | — | EXIT | 清倉 |
| 45 | WMT | Walmart Inc | — | EXIT | 清倉 |
| 46 | RKT | Rocket Cos Inc-class A | — | NEW | 新建倉 |
| 47 | KBAB | KraneShares 2x Long BABA Daily ETF | — | EXIT | 清倉 |
| 48 | CPRO | Cals Rus 2000 S A P ETF Oct | — | EXIT | 清倉 |
| 49 | ✓ | Spdr S&P 500 Etf Tr Put Option | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Momentum Wealth Planning, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$1.4億，共申報了 41 個公開持股部位。
在 Q4 2025 季度，Momentum Wealth Planning, LLC 按市值排列的前三大核心持股分別為：SPY (27.2%)、QQQ (15.8%)、VTV (5.2%)。其中最大持股部位 SPY 佔據整體投資組合約 27.2% 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
VTV
市值: US$665.4萬
本季最大獲利了結 / 清倉標的
SMH
前期市值: US$920.7萬
在 Q4 2025 季度中，Momentum Wealth Planning, LLC 共進行了 43 項持倉異動，包含新建倉 7 個部位、加碼 13 個部位、減碼 15 個部位以及清倉 8 個部位。 其中最大新建倉標的為 VTV。 本季清倉部位包含 SMH。
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。