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: 0001965334
申報總市值
US$36.7億
US$36.7億
433 檔
6.8%
Q1 2025 季度申報顯示，Moran Wealth Management, LLC 揭露的美股組合總市值為 US$36.7億，涵蓋 433 個不同之權益投資部位。
Q1 2025 的申報記錄反映 Moran Wealth Management, LLC 的板塊替換策略：機構本季推動了 22 筆增持與 28 筆減持，籌碼呈現明顯的結構重組。
整體而言，Moran Wealth Management, LLC 的前 5 大持股（包含 TT, PH, AVGO）貢獻了組合市值的 6.8%，形成該機構在 Q1 2025 季度的基本面基石。
僅顯示前 200 大持股（共 433 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 | TT | Trane Technologies plc | 股票-工業 | 2.08% | — | -2.07% | |
| 2 | PH | Parker Hannifin CORP | 股票-工業 | 1.79% | -0.13% | -3.61% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 1.61% | +0.01% | +7.96% | |
| 4 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.51% | +0.07% | -8.98% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | -0.05% | +3.56% | |
| 6 | PGR | Progressive CORP | 股票-金融 | 1.37% | -0.39% | +88.23% | |
| 7 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.32% | -0.11% | -0.76% | |
| 8 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.29% | +0.08% | -3.52% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工業 | 1.24% | -0.30% | -21.44% | |
| 10 | EOG | Eog Resources Inc | 股票-能源 | 1.22% | -0.37% | -0.36% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | — | -38.17% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | +0.04% | +21.89% | |
| 13 | LIN | Linde plc | 股票-原物料 | 1.11% | -0.09% | -1.99% | |
| 14 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.09% | -0.03% | +5.92% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.08% | +0.08% | +4.31% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.02% | -0.07% | -2.14% | |
| 17 | T | At&t Inc | 股票-通訊服務 | 0.98% | -0.44% | -2.21% | |
| 18 | GRMN | Garmin Ltd. | 股票-科技 | 0.96% | -0.07% | -2.59% | |
| 19 | MSI | Motorola Solutions Inc | 股票-科技 | 0.93% | -0.12% | -2.26% | |
| 20 | AFL | Aflac Inc | 股票-金融 | 0.91% | -0.62% | -1.61% | |
| 21 | BX | Blackstone Inc | 股票-金融 | 0.88% | -0.05% | -2.54% | |
| 22 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.82% | -0.02% | -5.20% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 0.79% | -0.48% | EXIT | |
| 24 | FDX | Fedex CORP | 股票-工業 | 0.79% | -0.15% | +75.38% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.77% | — | -25.44% | |
| 26 | PCAR | Paccar Inc | 股票-工業 | 0.77% | -0.41% | +28.76% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 0.77% | +0.15% | -1.52% | |
| 28 | PAG | Penske Automotive Group Inc | 股票-循環性消費 | 0.74% | +0.02% | +65.40% | |
| 29 | CME | Cme Group Inc | 股票-金融 | 0.74% | -0.24% | +16.25% | |
| 30 | MUSA | Murphy USA Inc | 股票-循環性消費 | 0.72% | -0.03% | -3.30% | |
| 31 | COR | Cencora Inc | 股票-醫療保健 | 0.71% | -0.13% | -1.45% | |
| 32 | RSG | Republic Services Inc | 股票-工業 | 0.70% | -0.11% | -1.28% | |
| 33 | MOH | Molina Healthcare Inc | 股票-醫療保健 | 0.69% | — | -0.85% | |
| 34 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.69% | -0.08% | -6.01% | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 0.68% | +0.11% | +11.57% | |
| 36 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.68% | -0.10% | -2.82% | |
| 37 | OC | Owens Corning | 股票-工業 | 0.68% | -0.21% | EXIT | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.67% | +0.09% | -39.52% | |
| 39 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.67% | -0.25% | EXIT | |
| 40 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.66% | -0.01% | -23.19% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.04% | -12.70% | |
| 42 | FIS | Fidelity National Info Serv | 股票-科技 | 0.64% | +0.01% | +6.42% | |
| 43 | NOC | Northrop Grumman CORP | 股票-工業 | 0.63% | — | -30.79% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.62% | -0.04% | -3.55% | |
| 45 | AXP | American Express Co | 股票-金融 | 0.61% | -0.02% | -1.67% | |
| 46 | DVA | Davita Inc | 股票-醫療保健 | 0.60% | -0.01% | EXIT | |
| 47 | NTAP | Netapp Inc | 股票-科技 | 0.60% | +0.17% | -1.76% | |
| 48 | ETN | Eaton Corporation plc | 股票-工業 | 0.60% | +0.01% | -1.44% | |
| 49 | IRM | Iron Mountain Inc | 股票-房地產 | 0.60% | +0.02% | -1.45% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | +0.03% | -2.14% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | +0.8% | +88.23% | 加碼 |
| 2 | ANET | Arista Networks Inc | +0.5% | NEW | 新建倉 |
| 3 | KR | Kroger Co | +0.5% | NEW | 新建倉 |
| 4 | RS | Reliance Inc | +0.4% | +1434.05% | 加碼 |
| 5 | BRO | Brown & Brown Inc | +0.4% | +282.76% | 加碼 |
| 6 | MDLZ | Mondelez International Inc-a | +0.4% | NEW | 新建倉 |
| 7 | RMD | Resmed Inc | +0.4% | NEW | 新建倉 |
| 8 | SF | Stifel Financial CORP | +0.3% | NEW | 新建倉 |
| 9 | TW | Tradeweb Markets Inc-class A | +0.3% | NEW | 新建倉 |
| 10 | ABT | Abbott Laboratories | +0.3% | NEW | 新建倉 |
| 11 | CMG | Chipotle Mexican Grill Inc | +0.3% | +1558.71% | 加碼 |
| 12 | FISV | Fiserv Inc | +0.3% | NEW | 新建倉 |
| 13 | FTNT | Fortinet Inc | +0.3% | NEW | 新建倉 |
| 14 | ADSK | Autodesk Inc | +0.3% | +1375.49% | 加碼 |
| 15 | PYPL | Paypal Holdings Inc | +0.3% | NEW | 新建倉 |
| 16 | AMZN | Amazon.com Inc | +0.3% | +254.43% | 加碼 |
| 17 | FDX | Fedex CORP | +0.3% | +75.38% | 加碼 |
| 18 | AXS | AXIS Capital Holdings Limited | +0.3% | +3244.66% | 加碼 |
| 19 | PAG | Penske Automotive Group Inc | +0.3% | +65.40% | 加碼 |
| 20 | EWS | Ishares Msci Singapore ETF | +0.3% | NEW | 新建倉 |
| 21 | TROW | T Rowe Price Group Inc | +0.3% | NEW | 新建倉 |
| 22 | CDNS | Cadence Design Sys Inc | -0.2% | -3.52% | 減碼 |
| 23 | WLK | Westlake CORP | -0.3% | EXIT | 清倉 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -25.44% | 減碼 |
| 25 | VEEV | Veeva Systems Inc-class A | -0.3% | -65.57% | 減碼 |
| 26 | AN | Autonation Inc | -0.3% | EXIT | 清倉 |
| 27 | STLD | Steel Dynamics Inc | -0.3% | EXIT | 清倉 |
| 28 | LAD | Lithia Motors Inc | -0.3% | EXIT | 清倉 |
| 29 | SLB | Slb LTD | -0.3% | -74.41% | 減碼 |
| 30 | PSA | Public Storage | -0.3% | -82.60% | 減碼 |
| 31 | MLI | Mueller Industries Inc | -0.3% | -61.98% | 減碼 |
| 32 | RLI | Rli CORP | -0.3% | EXIT | 清倉 |
| 33 | WSM | Williams-sonoma Inc | -0.3% | -8.98% | 減碼 |
| 34 | CSCO | Cisco Systems Inc | -0.3% | -39.52% | 減碼 |
| 35 | AVGO | Broadcom Inc | -0.4% | +7.96% | 加碼 |
| 36 | EFX | Equifax Inc | -0.4% | EXIT | 清倉 |
| 37 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | -97.85% | 減碼 |
| 38 | MSCI | Msci Inc | -0.4% | -93.88% | 減碼 |
| 39 | FDS | Factset Research Systems Inc | -0.4% | EXIT | 清倉 |
| 40 | LMT | Lockheed Martin CORP | -0.4% | -21.44% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | -0.5% | EXIT | 清倉 |
| 42 | MRK | Merck & Co. Inc. | -0.5% | -54.97% | 減碼 |
| 43 | IT | Gartner Inc | -0.5% | -50.57% | 減碼 |
| 44 | UBS | UBS Group AG | -0.5% | EXIT | 清倉 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -44.63% | 減碼 |
| 46 | CHE | Chemed CORP | -0.6% | EXIT | 清倉 |
| 47 | JPM | Jpmorgan Chase & Co | -0.6% | -38.17% | 減碼 |
| 48 | TTEN | Totalenergies Se -spon Adr | -0.6% | -79.82% | 減碼 |
| 49 | ATO | Atmos Energy CORP | -0.6% | -87.22% | 減碼 |
| 50 | CB | Chubb Limited | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Moran Wealth Management, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$36.7億，共申報了 433 個公開持股部位。
在 Q1 2025 季度，Moran Wealth Management, LLC 按市值排列的前三大核心持股分別為：TT (2.1%)、PH (1.8%)、AVGO (1.6%)。其中最大持股部位 TT 佔據整體投資組合約 2.1% 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
ANET
市值: US$1509.7萬
本季最大獲利了結 / 清倉標的
CB
前期市值: US$2233.7萬
在 Q1 2025 季度中，Moran Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 10 個部位、減碼 17 個部位以及清倉 11 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 CB。
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。