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
471 檔
8.0%
根據最新整理的 13F 季度數據集，Moran Wealth Management, LLC 於 Q2 2025 結束時的管理資產規模為 US$36.7億。該機構在本季度申報了 471 檔美股持倉，呈現出該時期的主要投資地圖。
Q2 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 23 筆增持與 27 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 AVGO, PH, TT）占據了總市值的 8.0%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 471 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 | AVGO | Broadcom Inc | 股票-科技 | 2.33% | +0.01% | -4.11% | |
| 2 | PH | Parker Hannifin CORP | 股票-工業 | 1.80% | -0.13% | -4.26% | |
| 3 | TT | Trane Technologies plc | 股票-工業 | 1.80% | — | -27.19% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.05% | -1.35% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.50% | +0.04% | -0.20% | |
| 6 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.40% | +0.08% | -2.82% | |
| 7 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.37% | -0.03% | -4.85% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.31% | +0.08% | -3.11% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 1.29% | -0.39% | +9.19% | |
| 10 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.28% | -0.11% | -3.47% | |
| 11 | LMT | Lockheed Martin CORP | 股票-工業 | 1.16% | -0.30% | -1.47% | |
| 12 | GRMN | Garmin Ltd. | 股票-科技 | 1.15% | -0.07% | +35.84% | |
| 13 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.12% | +0.07% | -21.70% | |
| 14 | LIN | Linde plc | 股票-原物料 | 1.01% | -0.09% | -1.27% | |
| 15 | EOG | Eog Resources Inc | 股票-能源 | 1.00% | -0.37% | -3.86% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.98% | -0.07% | -0.21% | |
| 17 | NTAP | Netapp Inc | 股票-科技 | 0.93% | +0.17% | +39.12% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | — | -28.25% | |
| 19 | T | At&t Inc | 股票-通訊服務 | 0.91% | -0.44% | -0.69% | |
| 20 | INTU | Intuit Inc | 股票-科技 | 0.91% | -0.48% | EXIT | |
| 21 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.87% | -0.08% | -1.25% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.86% | — | +9.97% | |
| 23 | BX | Blackstone Inc | 股票-金融 | 0.85% | -0.05% | -1.72% | |
| 24 | PAG | Penske Automotive Group Inc | 股票-循環性消費 | 0.80% | +0.02% | -1.10% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 0.79% | +0.15% | -2.37% | |
| 26 | AFL | Aflac Inc | 股票-金融 | 0.77% | -0.62% | -2.44% | |
| 27 | PCAR | Paccar Inc | 股票-工業 | 0.73% | -0.41% | +6.09% | |
| 28 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.72% | -0.02% | -10.70% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 0.72% | +0.11% | -1.42% | |
| 30 | ETN | Eaton Corporation plc | 股票-工業 | 0.72% | +0.01% | -0.13% | |
| 31 | MSI | Motorola Solutions Inc | 股票-科技 | 0.71% | -0.12% | -12.83% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | -0.03% | +1.49% | |
| 33 | COR | Cencora Inc | 股票-醫療保健 | 0.68% | -0.13% | -3.31% | |
| 34 | PWR | Quanta Services Inc | 股票-工業 | 0.68% | +0.06% | -10.04% | |
| 35 | FDX | Fedex CORP | 股票-工業 | 0.66% | -0.15% | -1.59% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.09% | -4.39% | |
| 37 | CME | Cme Group Inc | 股票-金融 | 0.66% | -0.24% | -7.42% | |
| 38 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.65% | -0.25% | EXIT | |
| 39 | AXP | American Express Co | 股票-金融 | 0.65% | -0.02% | -2.93% | |
| 40 | IRM | Iron Mountain Inc | 股票-房地產 | 0.65% | +0.02% | -0.87% | |
| 41 | RSG | Republic Services Inc | 股票-工業 | 0.63% | -0.11% | -3.20% | |
| 42 | ANET | Arista Networks Inc | 股票-科技 | 0.62% | +0.11% | +0.13% | |
| 43 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.61% | -0.10% | -0.52% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.60% | +0.03% | -0.70% | |
| 45 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.59% | -0.01% | -4.87% | |
| 46 | MUSA | Murphy USA Inc | 股票-循環性消費 | 0.59% | -0.03% | +2.54% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | -0.03% | — | |
| 48 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.57% | -0.05% | — | |
| 49 | MOH | Molina Healthcare Inc | 股票-醫療保健 | 0.57% | — | -1.10% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.56% | -0.04% | -3.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.7% | -4.11% | 減碼 |
| 2 | V | Visa Inc-class A Shares | +0.6% | NEW | 新建倉 |
| 3 | DGX | Quest Diagnostics Inc | +0.6% | NEW | 新建倉 |
| 4 | COF | Capital One Financial CORP | +0.5% | NEW | 新建倉 |
| 5 | CL | Colgate-palmolive Co | +0.5% | +2126.48% | 加碼 |
| 6 | CINF | Cincinnati Financial CORP | +0.4% | NEW | 新建倉 |
| 7 | CVX | Chevron CORP | +0.4% | NEW | 新建倉 |
| 8 | DUK | Duke Energy CORP | +0.4% | NEW | 新建倉 |
| 9 | PANW | Palo Alto Networks Inc | +0.4% | +3826.51% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.4% | -0.20% | 減碼 |
| 11 | AMAT | Applied Materials Inc | +0.4% | NEW | 新建倉 |
| 12 | MNST | Monster Beverage CORP | +0.4% | NEW | 新建倉 |
| 13 | PEP | Pepsico Inc | +0.4% | NEW | 新建倉 |
| 14 | ROL | Rollins Inc | +0.3% | +1332.28% | 加碼 |
| 15 | NTAP | Netapp Inc | +0.3% | +39.12% | 加碼 |
| 16 | APH | Amphenol Corp-cl A | +0.3% | NEW | 新建倉 |
| 17 | BLK | Blackrock Inc | +0.3% | NEW | 新建倉 |
| 18 | YEAR | AB Ultra Short Income ETF | +0.3% | NEW | 新建倉 |
| 19 | DUSB | Dimension Ultrashort Fi ETF | +0.3% | NEW | 新建倉 |
| 20 | MSFT | Microsoft CORP | +0.3% | -1.35% | 減碼 |
| 21 | HWM | Howmet Aerospace Inc | +0.3% | -4.85% | 減碼 |
| 22 | HD | Home Depot Inc | +0.3% | NEW | 新建倉 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -3.11% | 減碼 |
| 24 | ELV | Elevance Health Inc | +0.2% | NEW | 新建倉 |
| 25 | ACGL | Arch Capital Group Ltd. | +0.2% | NEW | 新建倉 |
| 26 | PG | Procter & Gamble Co/the | +0.2% | NEW | 新建倉 |
| 27 | GRMN | Garmin Ltd. | +0.2% | +35.84% | 加碼 |
| 28 | IBKR | Interactive Brokers Gro-cl A | +0.2% | NEW | 新建倉 |
| 29 | SPOT | Spotify Technology S.A. | +0.2% | -1.25% | 減碼 |
| 30 | CDNS | Cadence Design Sys Inc | +0.1% | -2.82% | 減碼 |
| 31 | BBY | Best Buy Co Inc | -0.2% | EXIT | 清倉 |
| 32 | DOX | Amdocs Limited | -0.2% | -91.91% | 減碼 |
| 33 | DAL | Delta Air Lines Inc | -0.2% | EXIT | 清倉 |
| 34 | TXT | Textron Inc | -0.2% | -91.82% | 減碼 |
| 35 | GIS | General Mills Inc | -0.3% | EXIT | 清倉 |
| 36 | AMCR | Amcor plc | -0.3% | -36.49% | 減碼 |
| 37 | IT | Gartner Inc | -0.3% | -68.61% | 減碼 |
| 38 | EMN | Eastman Chemical Co | -0.3% | EXIT | 清倉 |
| 39 | LDOS | Leidos Holdings Inc | -0.3% | EXIT | 清倉 |
| 40 | REGN | Regeneron Pharmaceuticals | -0.4% | -76.82% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | -0.4% | EXIT | 清倉 |
| 42 | WSM | Williams-sonoma Inc | -0.4% | -21.70% | 減碼 |
| 43 | DVA | Davita Inc | -0.4% | -63.02% | 減碼 |
| 44 | RS | Reliance Inc | -0.4% | EXIT | 清倉 |
| 45 | OC | Owens Corning | -0.4% | -55.76% | 減碼 |
| 46 | EVR | Evercore Inc - A | -0.5% | EXIT | 清倉 |
| 47 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | EXIT | 清倉 |
| 48 | DFSEUR | Discover Financial Services | -0.5% | EXIT | 清倉 |
| 49 | FIS | Fidelity National Info Serv | -0.5% | -77.28% | 減碼 |
| 50 | NOC | Northrop Grumman CORP | -0.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Moran Wealth Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$36.7億，共申報了 471 個公開持股部位。
在 Q2 2025 季度，Moran Wealth Management, LLC 按市值排列的前三大核心持股分別為：AVGO (2.3%)、PH (1.8%)、TT (1.8%)。其中最大持股部位 AVGO 佔據整體投資組合約 2.3% 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
V
市值: US$1875.6萬
本季最大獲利了結 / 清倉標的
NOC
前期市值: US$1880.3萬
在 Q2 2025 季度中，Moran Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 18 個部位、加碼 5 個部位、減碼 16 個部位以及清倉 11 個部位。 其中最大新建倉標的為 V。 本季清倉部位包含 NOC。
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。