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: 0002019946
申報總市值
US$7338.4萬
US$7338.4萬
383 檔
25.2%
Mowery & Schoenfeld Wealth Management, LLC 在 Q3 2025 季度的美股部位總計估值為 US$7338.4萬，分散於 383 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Mowery & Schoenfeld Wealth Management, LLC 於 Q3 2025 季度持續回收資金，對 24 個既有部位進行裁減並清倉 7 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Mowery & Schoenfeld Wealth Management, LLC 的前 5 大核心持股（包含 FTEC, AAPL, DFAC 等）合計佔整體申報市值的 25.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 383 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 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 8.18% | +1.58% | +1.33% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.48% | +0.10% | -1.21% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 6.34% | +0.10% | -5.38% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 6.06% | +0.14% | -1.91% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.72% | -0.28% | — | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 4.64% | +1.85% | +1606.49% | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 4.56% | -0.19% | -0.01% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.11% | +0.63% | -10.22% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.66% | +0.49% | -0.50% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 2.39% | -0.49% | +36.09% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.17% | +0.08% | — | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.98% | +0.35% | -1.31% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.95% | +0.01% | -0.81% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.81% | -0.09% | -10.76% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.30% | -0.12% | — | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.29% | +0.21% | -4.04% | |
| 17 | BLK | Blackrock Inc | 股票-金融 | 1.13% | -0.09% | -12.19% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.11% | -0.08% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.06% | +0.02% | — | |
| 20 | TSLA | Tesla Inc | 股票-循環性消費 | 0.94% | +0.01% | -97.41% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.92% | +0.02% | — | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 0.92% | +0.04% | -12.51% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | -0.03% | -12.59% | |
| 24 | CAT | Caterpillar Inc | 股票-工業 | 0.84% | +0.38% | -12.54% | |
| 25 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.84% | +0.12% | — | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.01% | -6.78% | |
| 27 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.79% | -0.19% | — | |
| 28 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.77% | -0.11% | — | |
| 29 | LCR | Leuthold Core ETF | ETF-其他 | 0.72% | -0.04% | -2.22% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.71% | +0.01% | -12.50% | |
| 31 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.64% | -0.05% | — | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.60% | +0.05% | -8.97% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.57% | — | -12.50% | |
| 34 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.56% | -0.29% | EXIT | |
| 35 | NTRS | Northern Trust CORP | 股票-金融 | 0.55% | +0.04% | -18.16% | |
| 36 | AXP | American Express Co | 股票-金融 | 0.50% | -0.01% | +896.59% | |
| 37 | CTVA | Corteva Inc | 股票-原物料 | 0.48% | -0.05% | — | |
| 38 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.46% | — | — | |
| 39 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.42% | -0.04% | — | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.41% | +0.03% | +106.13% | |
| 41 | LIN | Linde plc | 股票-原物料 | 0.40% | -0.03% | +167.57% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | -0.06% | -12.59% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.39% | — | -1.27% | |
| 44 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.39% | -0.09% | -1.94% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.39% | -0.03% | -11.01% | |
| 46 | TYL | Tyler Technologies Inc | 股票-科技 | 0.38% | -0.04% | +1181.82% | |
| 47 | ETN | Eaton Corporation plc | 股票-工業 | 0.38% | +0.02% | -12.46% | |
| 48 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.38% | +0.01% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.37% | +0.05% | — | |
| 50 | EHC | Encompass Health CORP | 股票-醫療保健 | 0.36% | -0.06% | +89.53% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.1% | -1.91% | 加碼 |
| 2 | PRF | Invesco Rafi US 1000 ETF | +4.4% | +1606.49% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1% | — | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | -10.22% | 減碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.7% | -0.50% | 減碼 |
| 6 | WMT | Walmart Inc | +0.7% | +36.09% | 加碼 |
| 7 | ORCL | Oracle CORP | +0.7% | -10.76% | 減碼 |
| 8 | AXP | American Express Co | +0.5% | +896.59% | 加碼 |
| 9 | TYL | Tyler Technologies Inc | +0.3% | +1181.82% | 加碼 |
| 10 | TSLA | Tesla Inc | +0.3% | -97.41% | 減碼 |
| 11 | LIN | Linde plc | +0.2% | +167.57% | 加碼 |
| 12 | ECL | Ecolab Inc | +0.2% | +185.61% | 加碼 |
| 13 | AVGO | Broadcom Inc | +0.2% | -8.97% | 減碼 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +311.90% | 加碼 |
| 15 | NFLX | Netflix Inc | +0.2% | -5.17% | 加碼 |
| 16 | SBUX | Starbucks CORP | +0.2% | +686.06% | 加碼 |
| 17 | EHC | Encompass Health CORP | +0.2% | +89.53% | 加碼 |
| 18 | DHR | Danaher CORP | +0.2% | +316.75% | 加碼 |
| 19 | FAST | Fastenal Co | +0.1% | +266.42% | 加碼 |
| 20 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +1.33% | 減碼 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不變 |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | — | 不變 |
| 23 | DFAC | Dimensional US Core Equity 2 | 0% | -5.38% | 減碼 |
| 24 | ZTS | Zoetis Inc | -0.1% | — | 減碼 |
| 25 | SO | Southern Co/the | -0.1% | — | 減碼 |
| 26 | BMO | Bank Of Montreal | -0.2% | — | 減碼 |
| 27 | AAPL | Apple Inc | -0.2% | -1.21% | 減碼 |
| 28 | CMCSA | Comcast Corp-class A | -0.2% | — | 減碼 |
| 29 | ABBV | Abbvie Inc | -0.2% | +106.13% | 減碼 |
| 30 | TGT | Target CORP | -0.2% | -0.24% | 減碼 |
| 31 | UNH | Unitedhealth Group Inc | -0.2% | -19.18% | 減碼 |
| 32 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -12.50% | 減碼 |
| 33 | SCHW | Schwab (charles) CORP | -0.3% | -12.52% | 減碼 |
| 34 | IJR | Ishares Core S&p Small-cap E | -0.3% | — | 減碼 |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.4% | — | 減碼 |
| 36 | CSCO | Cisco Systems Inc | -0.4% | — | 減碼 |
| 37 | ELV | Elevance Health Inc | -0.5% | — | 不變 |
| 38 | WEC | Wec Energy Group Inc | -0.5% | — | 減碼 |
| 39 | TPL | Texas Pacific Land CORP | -0.5% | — | 不變 |
| 40 | LLY | Eli Lilly & Co | -0.5% | -1.31% | 減碼 |
| 41 | AZNN | Astrazeneca Plc-spons Adr | -1.5% | — | 減碼 |
| 42 | NOBL | Proshares S&p 500 Dividend A | -1.9% | -0.01% | 減碼 |
| 43 | IEFA | Ishares Core Msci Eafe ETF | — | EXIT | 清倉 |
| 44 | MCD | Mcdonald's CORP | — | EXIT | 清倉 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建倉 |
| 46 | VZ | Verizon Communications Inc | — | EXIT | 清倉 |
| 47 | IUSV | Ishares Core S&p U.s. Value | — | EXIT | 清倉 |
| 48 | EQAL | Invesco Russell 1000 Equal W | — | EXIT | 清倉 |
| 49 | ELF | Elf Beauty Inc | — | EXIT | 清倉 |
| 50 | NKE | Nike Inc -cl B | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Mowery & Schoenfeld Wealth Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$7338.4萬，共申報了 383 個公開持股部位。
在 Q3 2025 季度，Mowery & Schoenfeld Wealth Management, LLC 按市值排列的前三大核心持股分別為：FTEC (8.2%)、AAPL (6.5%)、DFAC (6.3%)。其中最大持股部位 FTEC 佔據整體投資組合約 8.2% 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
TSM
市值: US$11.9萬
本季最大獲利了結 / 清倉標的
IEFA
前期市值: US$17.8萬
在 Q3 2025 季度中，Mowery & Schoenfeld Wealth Management, LLC 共進行了 46 項持倉異動，包含新建倉 1 個部位、加碼 14 個部位、減碼 24 個部位以及清倉 7 個部位。 其中最大新建倉標的為 TSM。 本季清倉部位包含 IEFA。
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。