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: 0001607978
申報總市值
US$658.6萬
US$658.6萬
127 檔
5248.6%
根據最新整理的 13F 季度數據集，Motley Fool Wealth Management, LLC 於 Q2 2025 結束時的管理資產規模為 US$658.6萬。該機構在本季度申報了 127 檔美股持倉，呈現出該時期的主要投資地圖。
Motley Fool Wealth Management, LLC 在 Q2 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 35 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Motley Fool Wealth Management, LLC 的前 5 大持股（包含 META, AMZN, BKNG）貢獻了組合市值的 5248.6%，形成該機構在 Q2 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 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.17% | +3.84% | -9.68% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.78% | +6.99% | -11.95% | |
| 3 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 3.87% | +2.52% | -12.20% | |
| 4 | NFLX | Netflix Inc | 股票-通訊服務 | 3.60% | +2.01% | -11.86% | |
| 5 | MELI | Mercadolibre Inc | 股票-循環性消費 | 3.44% | +3.34% | -11.71% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.29% | +7.77% | -11.79% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.42% | +2.90% | -11.96% | |
| 8 | CRM | Salesforce Inc | 股票-科技 | 2.29% | -1.66% | EXIT | |
| 9 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.05% | +5.37% | -12.37% | |
| 10 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 1.77% | +0.95% | -9.67% | |
| 11 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 1.76% | -1.97% | EXIT | |
| 12 | AXON | Axon Enterprise Inc | 股票-工業 | 1.70% | -0.62% | EXIT | |
| 13 | EQIX | Equinix Inc | 股票-房地產 | 1.66% | +2.01% | -12.40% | |
| 14 | BMRN | Biomarin Pharmaceutical Inc | 股票-醫療保健 | 1.58% | +1.49% | +36.38% | |
| 15 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.54% | — | -39.99% | |
| 16 | BRO | Brown & Brown Inc | 股票-金融 | 1.52% | -0.93% | EXIT | |
| 17 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.51% | — | -24.17% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.51% | -0.86% | EXIT | |
| 19 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.45% | +2.64% | +63.13% | |
| 20 | CSGP | Costar Group Inc | 股票-房地產 | 1.41% | -0.70% | EXIT | |
| 21 | DXCM | Dexcom Inc | 股票-醫療保健 | 1.31% | +2.12% | -1.21% | |
| 22 | BR | Broadridge Financial Solutio | 股票-科技 | 1.29% | -0.81% | EXIT | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.25% | +2.11% | +135.33% | |
| 24 | SNEX | Stonex Group Inc | 股票-金融 | 1.13% | +3.91% | -9.59% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | -0.78% | EXIT | |
| 26 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.09% | +4.19% | -10.79% | |
| 27 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.09% | -1.22% | EXIT | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.08% | -0.99% | EXIT | |
| 29 | TOST | Toast Inc-class A | 股票-科技 | 1.04% | -0.67% | EXIT | |
| 30 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 1.04% | -1.21% | EXIT | |
| 31 | ADSK | Autodesk Inc | 股票-科技 | 0.95% | -0.76% | EXIT | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.88% | -2.79% | EXIT | |
| 33 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-其他 | 0.86% | -1.01% | EXIT | |
| 34 | DHR | Danaher CORP | 股票-醫療保健 | 0.84% | -0.80% | EXIT | |
| 35 | MKL | Markel Group Inc | 股票-金融 | 0.83% | -0.72% | EXIT | |
| 36 | FN | Fabrinet | 股票-科技 | 0.77% | -1.02% | EXIT | |
| 37 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.77% | -0.86% | EXIT | |
| 38 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 0.76% | -1.30% | EXIT | |
| 39 | AMT | American Tower CORP | 股票-房地產 | 0.75% | -0.54% | EXIT | |
| 40 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.74% | -0.86% | EXIT | |
| 41 | ATEC | Alphatec Holdings Inc | 股票-其他 | 0.73% | +1.04% | +21.04% | |
| 42 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.72% | -0.87% | EXIT | |
| 43 | HQY | Healthequity Inc | 股票-醫療保健 | 0.72% | -0.61% | EXIT | |
| 44 | DMBS | Doubleline Mortgage ETF | ETF-其他 | 0.71% | -0.87% | EXIT | |
| 45 | DCRE | Dbl Comm Real Est Debt | ETF-其他 | 0.71% | -1.06% | EXIT | |
| 46 | TYL | Tyler Technologies Inc | 股票-科技 | 0.71% | -0.43% | EXIT | |
| 47 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.70% | -0.50% | EXIT | |
| 48 | GWRE | Guidewire Software Inc | 股票-科技 | 0.66% | -0.45% | EXIT | |
| 49 | WAT | Waters CORP | 股票-醫療保健 | 0.66% | -0.59% | EXIT | |
| 50 | LOB | Live Oak Bancshares Inc | 股票-其他 | 0.66% | -0.78% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +0.8% | -11.86% | 減碼 |
| 2 | META | Meta Platforms Inc-class A | +0.8% | -9.68% | 減碼 |
| 3 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.8% | NEW | 新建倉 |
| 4 | BSCX | Invesco Bulletshares 2033 Cb | +0.8% | NEW | 新建倉 |
| 5 | NEE | Nextera Energy Inc | +0.7% | +135.33% | 加碼 |
| 6 | MELI | Mercadolibre Inc | +0.6% | -11.71% | 減碼 |
| 7 | AXON | Axon Enterprise Inc | +0.5% | -10.64% | 減碼 |
| 8 | VRTX | Vertex Pharmaceuticals Inc | +0.5% | +63.13% | 加碼 |
| 9 | MYCF | State Street My2026 Corporat | +0.5% | NEW | 新建倉 |
| 10 | HXL | Hexcel CORP | +0.4% | NEW | 新建倉 |
| 11 | BKNG | Booking Holdings Inc | +0.4% | -12.20% | 減碼 |
| 12 | SITE | Siteone Landscape Supply Inc | +0.4% | NEW | 新建倉 |
| 13 | NVDA | Nvidia CORP | +0.4% | +221.47% | 加碼 |
| 14 | CLBT | Cellebrite DI Ltd. | +0.4% | NEW | 新建倉 |
| 15 | UFPT | Ufp Technologies Inc | +0.3% | NEW | 新建倉 |
| 16 | FSV | Firstservice CORP | +0.3% | NEW | 新建倉 |
| 17 | DXCM | Dexcom Inc | +0.3% | -1.21% | 減碼 |
| 18 | RARE | Ultragenyx Pharmaceutical In | +0.3% | +83.88% | 加碼 |
| 19 | TSLA | Tesla Inc | +0.3% | +385.73% | 加碼 |
| 20 | LOB | Live Oak Bancshares Inc | +0.2% | +38.94% | 加碼 |
| 21 | FN | Fabrinet | +0.2% | -9.48% | 減碼 |
| 22 | DDOG | Datadog Inc - Class A | +0.2% | -10.79% | 減碼 |
| 23 | QXO | Qxo Inc | +0.2% | -9.52% | 減碼 |
| 24 | TOST | Toast Inc-class A | +0.2% | -9.60% | 減碼 |
| 25 | ATEC | Alphatec Holdings Inc | +0.2% | +21.04% | 加碼 |
| 26 | BSCU | Invesco Bulletshares 2030 Cb | -0.1% | -9.67% | 減碼 |
| 27 | CSGP | Costar Group Inc | -0.1% | -11.91% | 減碼 |
| 28 | IEUR | Ishares Core Msci Europe ETF | -0.2% | -28.71% | 減碼 |
| 29 | WSO | Watsco Inc | -0.2% | -10.42% | 減碼 |
| 30 | AON | Aon plc | -0.2% | -14.34% | 減碼 |
| 31 | SLB | Slb LTD | -0.2% | EXIT | 清倉 |
| 32 | CRM | Salesforce Inc | -0.2% | -11.85% | 減碼 |
| 33 | MA | Mastercard Inc - A | -0.2% | -11.96% | 減碼 |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.2% | -11.00% | 減碼 |
| 35 | ALRM | Alarm.com Holdings Inc | -0.2% | -32.08% | 減碼 |
| 36 | BND | Vanguard Total Bond Market | -0.2% | -44.10% | 減碼 |
| 37 | EQIX | Equinix Inc | -0.2% | -12.40% | 減碼 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -13.86% | 減碼 |
| 39 | BSCR | Invesco Bulletshares 2027 Cb | -0.3% | EXIT | 清倉 |
| 40 | BRO | Brown & Brown Inc | -0.3% | -10.47% | 減碼 |
| 41 | GNTX | Gentex CORP | -0.4% | EXIT | 清倉 |
| 42 | TREX | Trex Company Inc | -0.4% | EXIT | 清倉 |
| 43 | BSCS | Invesco Bulletshares 2028 Cb | -0.4% | -24.17% | 減碼 |
| 44 | MSCI | Msci Inc | -0.4% | EXIT | 清倉 |
| 45 | TRU | Transunion | -0.5% | EXIT | 清倉 |
| 46 | COO | Cooper Cos Inc/the | -0.5% | EXIT | 清倉 |
| 47 | BSCQ | Invesco Bulletshares 2026 Cb | -0.5% | EXIT | 清倉 |
| 48 | GMED | Globus Medical Inc - A | -0.5% | EXIT | 清倉 |
| 49 | BSCP | Invesco Bulletshares 2025 Cb | -1% | -39.99% | 減碼 |
| 50 | MU | Micron Technology Inc | -1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Motley Fool Wealth Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$658.6萬，共申報了 127 個公開持股部位。
在 Q2 2025 季度，Motley Fool Wealth Management, LLC 按市值排列的前三大核心持股分別為：META (5.2%)、AMZN (4.8%)、BKNG (3.9%)。其中最大持股部位 META 佔據整體投資組合約 5.2% 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
IGLB
市值: US$1281.7萬
本季最大獲利了結 / 清倉標的
MU
前期市值: US$1668.1萬
在 Q2 2025 季度中，Motley Fool Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 7 個部位、減碼 25 個部位以及清倉 10 個部位。 其中最大新建倉標的為 IGLB。 本季清倉部位包含 MU。
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。