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: 0001855567
申報總市值
US$11.0億
US$11.0億
275 檔
15.2%
Q4 2025 季度申報顯示，Naviter Wealth, LLC 揭露的美股組合總市值為 US$11.0億，涵蓋 275 個不同之權益投資部位。
在 Q4 2025，Naviter Wealth, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 37 個部位並完全清倉 2 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AMLP, JPST, NVDA）占據了總市值的 15.2%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 275 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 | AMLP | Alerian Mlp ETF | ETF-其他 | 7.34% | -1.14% | -14.23% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.83% | +0.15% | -29.51% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.62% | +0.13% | -8.60% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.53% | +0.01% | -9.80% | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.52% | +2.38% | -38.83% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.39% | +1.07% | -13.34% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.12% | +0.29% | -12.71% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.60% | -10.41% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.23% | -3.01% | EXIT | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.94% | +0.15% | -14.91% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.70% | -0.27% | -5.50% | |
| 12 | ARCC | Ares Capital CORP | 股票-金融 | 1.66% | -0.40% | -3.03% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.49% | -0.18% | +3.36% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.48% | +0.10% | -11.25% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.30% | +0.11% | -9.89% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.20% | -0.28% | -3.42% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | +0.08% | -15.80% | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 1.07% | +0.34% | -6.48% | |
| 19 | WELL | Welltower Inc | 股票-房地產 | 1.04% | +0.05% | -8.32% | |
| 20 | BIZD | Vaneck Bdc Income ETF | ETF-其他 | 1.02% | +0.42% | +63.11% | |
| 21 | PLD | Prologis Inc | 股票-房地產 | 1.00% | -0.11% | -3.84% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | +0.10% | -15.40% | |
| 23 | MLPA | Global X Mlp ETF | ETF-其他 | 0.85% | +0.08% | +389.06% | |
| 24 | TDW | Tidewater Inc | 股票-能源 | 0.78% | -0.14% | — | |
| 25 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.74% | +0.02% | -16.73% | |
| 26 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.72% | — | -16.68% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.68% | — | -7.81% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.68% | -0.06% | -13.49% | |
| 29 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 0.64% | -0.25% | -6.41% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | +0.05% | -18.14% | |
| 31 | EQIX | Equinix Inc | 股票-房地產 | 0.62% | -0.05% | -14.31% | |
| 32 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.60% | -0.14% | -18.60% | |
| 33 | SPG | Simon Property Group Inc | 股票-房地產 | 0.59% | +0.05% | -7.62% | |
| 34 | MAIN | Main Street Capital CORP | 股票-金融 | 0.58% | -0.09% | -9.50% | |
| 35 | AMT | American Tower CORP | 股票-房地產 | 0.58% | -0.07% | -24.38% | |
| 36 | CAT | Caterpillar Inc | 股票-工業 | 0.57% | +0.29% | -9.13% | |
| 37 | SHEL | Shell Plc-adr | 股票-能源 | 0.55% | -0.18% | -12.24% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | -0.05% | -12.13% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | +0.04% | -10.94% | |
| 40 | MA | Mastercard Inc - A | 股票-金融 | 0.51% | -0.02% | -16.97% | |
| 41 | C | Citigroup Inc | 股票-金融 | 0.51% | +0.05% | -11.13% | |
| 42 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.51% | +0.06% | -6.73% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.49% | +0.03% | -16.83% | |
| 44 | HTGC | Hercules Capital Inc | 股票-金融 | 0.48% | -0.08% | -7.20% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | +0.56% | -3.67% | |
| 46 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.47% | +0.04% | -16.38% | |
| 47 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.47% | — | +55.73% | |
| 48 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.44% | -0.06% | -13.40% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.44% | -0.04% | -14.24% | |
| 50 | HD | Home Depot Inc | 股票-循環性消費 | 0.44% | -0.06% | -16.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MLPA | Global X Mlp ETF | +0.7% | +389.06% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -12.71% | 減碼 |
| 3 | BIZD | Vaneck Bdc Income ETF | +0.4% | +63.11% | 加碼 |
| 4 | LLY | Eli Lilly & Co | +0.4% | -9.89% | 減碼 |
| 5 | AAPL | Apple Inc | +0.3% | -9.80% | 減碼 |
| 6 | USRT | Ishares Core US Reit ETF | +0.2% | +55.73% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -13.34% | 減碼 |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +111.83% | 加碼 |
| 9 | NVDA | Nvidia CORP | +0.1% | -8.60% | 減碼 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +3.36% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.1% | -11.25% | 減碼 |
| 12 | AMZN | Amazon.com Inc | — | -14.91% | 減碼 |
| 13 | EQIX | Equinix Inc | 0% | -14.31% | 減碼 |
| 14 | V | Visa Inc-class A Shares | 0% | -18.14% | 減碼 |
| 15 | ABBV | Abbvie Inc | 0% | -16.83% | 減碼 |
| 16 | MA | Mastercard Inc - A | 0% | -16.97% | 減碼 |
| 17 | JPM | Jpmorgan Chase & Co | -0.1% | -15.80% | 減碼 |
| 18 | COST | Costco Wholesale CORP | -0.1% | -15.29% | 減碼 |
| 19 | GBDC | Golub Capital Bdc Inc | -0.1% | -21.50% | 減碼 |
| 20 | BXSL | Blackstone Secured Lending F | -0.1% | -22.05% | 減碼 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -15.40% | 減碼 |
| 22 | DLR | Digital Realty Trust Inc | -0.1% | -13.40% | 減碼 |
| 23 | RELX | Relx PLC - Spon Adr | -0.1% | -26.22% | 減碼 |
| 24 | PG | Procter & Gamble Co/the | -0.1% | -27.24% | 減碼 |
| 25 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -27.88% | 減碼 |
| 26 | SONY | Sony Group CORP - Sp Adr | -0.1% | -16.84% | 減碼 |
| 27 | LIN | Linde plc | -0.1% | -24.22% | 減碼 |
| 28 | IYR | Ishares US Real Estate ETF | -0.1% | -29.36% | 減碼 |
| 29 | PSA | Public Storage | -0.1% | -22.73% | 減碼 |
| 30 | HD | Home Depot Inc | -0.1% | -16.61% | 減碼 |
| 31 | FSK | Fs Kkr Capital CORP | -0.1% | -39.63% | 減碼 |
| 32 | SAP | Sap Se-sponsored Adr | -0.1% | -18.60% | 減碼 |
| 33 | NFLX | Netflix Inc | -0.1% | +768.50% | 加碼 |
| 34 | OBDC | Blue Owl Capital CORP | -0.1% | -31.30% | 減碼 |
| 35 | ORCL | Oracle CORP | -0.2% | -18.99% | 減碼 |
| 36 | VEA | Vanguard Ftse Developed ETF | -0.2% | -85.83% | 減碼 |
| 37 | AMT | American Tower CORP | -0.2% | -24.38% | 減碼 |
| 38 | MSFT | Microsoft CORP | -0.2% | -10.41% | 減碼 |
| 39 | VOO | Vanguard S&p 500 ETF | -0.3% | -74.44% | 減碼 |
| 40 | AMLP | Alerian Mlp ETF | -0.3% | -14.23% | 減碼 |
| 41 | MLPX | Global X Mlp & Energy Infras | -0.4% | -82.58% | 減碼 |
| 42 | JPST | Jpmorgan Ultra-short Income | -1% | -29.51% | 減碼 |
| 43 | ACWI | Ishares Msci Acwi ETF | -1.5% | -38.83% | 減碼 |
| 44 | UL | Unilever PLC | — | EXIT | 清倉 |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
| 46 | IVV | Ishares Core S&p 500 ETF | — | EXIT | 清倉 |
| 47 | BPRE | Bluerock Private Real Estate | — | NEW | 新建倉 |
| 48 | IWF | Ishares Russell 1000 Growth | — | NEW | 新建倉 |
| 49 | AI | C3.ai Inc-a | — | NEW | 新建倉 |
| 50 | VOO | Vanguard S&P 500 ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Naviter Wealth, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$11.0億，共申報了 275 個公開持股部位。
在 Q4 2025 季度，Naviter Wealth, LLC 按市值排列的前三大核心持股分別為：AMLP (7.3%)、JPST (3.8%)、NVDA (3.6%)。其中最大持股部位 AMLP 佔據整體投資組合約 7.3% 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
UL
市值: US$285.8萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$354.2萬
在 Q4 2025 季度中，Naviter Wealth, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 6 個部位、減碼 37 個部位以及清倉 2 個部位。 其中最大新建倉標的為 UL。 本季清倉部位包含 UL。
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。