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: 0001861796
申報總市值
US$100.1億
US$100.1億
1017 檔
12.7%
在 Q3 2025 申報期間，NewEdge Wealth, LLC（CIK: 0001861796）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$100.1億，共持有 1017 個公開申報部位。
Q3 2025 數據顯示 NewEdge Wealth, LLC 積極進場，新開立 4 個部位並同步加碼 34 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, NVDA）累計市值佔比達 12.7%，是驅動 NewEdge Wealth, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1017 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 | MSFT | Microsoft CORP | 股票-科技 | 5.18% | -0.34% | +2.81% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.52% | -0.09% | +5.29% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.27% | +0.34% | +3.81% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.24% | +0.25% | +4.99% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.03% | — | -7.37% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.01% | -0.09% | +2.67% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.94% | -0.14% | +0.81% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.94% | -0.03% | +2.37% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.91% | -0.19% | +5.03% | |
| 10 | BX | Blackstone Inc | 股票-金融 | 1.40% | -0.10% | -0.83% | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 1.23% | -0.40% | +2.94% | |
| 12 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.09% | -0.22% | +2.87% | |
| 13 | AZO | Autozone Inc | 股票-循環性消費 | 1.07% | -0.17% | -1.06% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.06% | -0.07% | +1.85% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 1.04% | +0.65% | -0.16% | |
| 16 | KLAC | Kla CORP | 股票-科技 | 0.95% | +0.77% | -0.20% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.95% | +0.01% | +32.89% | |
| 18 | VST | Vistra CORP | 股票-公用事業 | 0.92% | -0.05% | +2.72% | |
| 19 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.88% | -0.08% | +4.41% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.87% | — | +3.56% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | -0.02% | +0.35% | |
| 22 | MTG | Mgic Investment CORP | 股票-金融 | 0.86% | -0.06% | +4.09% | |
| 23 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.83% | -0.07% | +13.03% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.81% | -0.46% | +8.60% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.79% | +0.03% | -0.90% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.77% | +0.11% | -8.22% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.76% | +0.08% | -14.82% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.75% | -0.05% | +75.73% | |
| 29 | EBAY | Ebay Inc | 股票-循環性消費 | 0.72% | +0.03% | +1.68% | |
| 30 | JEF | Jefferies Financial Group In | 股票-金融 | 0.70% | — | +16.41% | |
| 31 | CMA | Comerica Inc | 股票-其他 | 0.70% | — | +2.32% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | +0.10% | +41.51% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.68% | -0.05% | -2.37% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.66% | -0.05% | +0.18% | |
| 35 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 0.65% | -0.14% | +2.89% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.65% | -0.03% | +1.37% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.64% | +0.24% | +0.77% | |
| 38 | VICI | Vici Properties Inc | 股票-房地產 | 0.63% | — | +49.29% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | -0.09% | +3.19% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 0.62% | -0.22% | +3.07% | |
| 41 | HRB | H&r Block Inc | 股票-循環性消費 | 0.61% | — | -11.61% | |
| 42 | R | Ryder System Inc | 股票-工業 | 0.58% | +0.06% | +2.59% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | — | +1.99% | |
| 44 | SU | Suncor Energy Inc | 股票-能源 | 0.58% | -0.23% | +3.06% | |
| 45 | WELL | Welltower Inc | 股票-房地產 | 0.56% | -0.02% | +3.97% | |
| 46 | EOG | Eog Resources Inc | 股票-能源 | 0.54% | -0.30% | +40.46% | |
| 47 | FTNT | Fortinet Inc | 股票-科技 | 0.49% | +0.26% | -0.36% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.48% | +0.02% | +18.40% | |
| 49 | CNQ | Canadian Natural Resources | 股票-能源 | 0.48% | -0.18% | +3.08% | |
| 50 | CF | Cf Industries Holdings Inc | 股票-原物料 | 0.46% | -0.09% | +3.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.2% | +4.99% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.1% | +3.81% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.9% | -7.37% | 加碼 |
| 4 | ORCL | Oracle CORP | +0.7% | +75.73% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.6% | +2.81% | 加碼 |
| 6 | LRCX | Lam Research CORP | +0.5% | -0.16% | 加碼 |
| 7 | NRG | Nrg Energy Inc | +0.4% | +13.03% | 加碼 |
| 8 | JBND | Jpmorgan Active Bond ETF | +0.4% | +9.29% | 加碼 |
| 9 | WDAY | Workday Inc-class A | +0.3% | +4.23% | 加碼 |
| 10 | VST | Vistra CORP | +0.3% | +2.72% | 加碼 |
| 11 | ACN | Accenture plc | +0.3% | +585.04% | 加碼 |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +36.19% | 加碼 |
| 13 | MPWR | Monolithic Power Systems Inc | +0.2% | +1601.71% | 加碼 |
| 14 | GILD | Gilead Sciences Inc | +0.2% | +2.87% | 加碼 |
| 15 | JEF | Jefferies Financial Group In | +0.2% | +16.41% | 加碼 |
| 16 | PULS | Pgim Ultra Short Bond ETF | +0.2% | +33.08% | 加碼 |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.2% | +73.44% | 加碼 |
| 18 | AAPL | Apple Inc | +0.2% | +5.29% | 加碼 |
| 19 | SMH | Vaneck Semiconductor ETF | +0.2% | +0.77% | 加碼 |
| 20 | VICI | Vici Properties Inc | +0.2% | +49.29% | 加碼 |
| 21 | QCOM | Qualcomm Inc | +0.2% | +41.51% | 加碼 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +9.41% | 加碼 |
| 23 | ABBV | Abbvie Inc | +0.1% | +32.89% | 加碼 |
| 24 | TSLA | Tesla Inc | +0.1% | +6.40% | 加碼 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +2.67% | 加碼 |
| 26 | CF | Cf Industries Holdings Inc | +0.1% | +3.07% | 加碼 |
| 27 | CMA | Comerica Inc | +0.1% | +2.32% | 加碼 |
| 28 | AMZN | Amazon.com Inc | +0.1% | +2.37% | 加碼 |
| 29 | WFC | Wells Fargo & Co | +0.1% | +2.94% | 加碼 |
| 30 | IBM | Intl Business Machines CORP | +0.1% | +3.56% | 加碼 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.81% | 加碼 |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | -0.90% | 加碼 |
| 33 | BX | Blackstone Inc | 0% | -0.83% | 加碼 |
| 34 | NVS | Novartis Ag-sponsored Adr | 0% | +4.41% | 加碼 |
| 35 | KLAC | Kla CORP | — | -0.20% | 減碼 |
| 36 | UNH | Unitedhealth Group Inc | -0.3% | -39.43% | 減碼 |
| 37 | COP | Conocophillips | -0.3% | -55.23% | 減碼 |
| 38 | ADBE | Adobe Inc | -0.4% | -41.08% | 減碼 |
| 39 | IQLT | Ishares Msci International Q | -0.4% | -33.06% | 減碼 |
| 40 | HRB | H&r Block Inc | -0.4% | -11.61% | 減碼 |
| 41 | VCIT | Vanguard Int-term Corporate | -0.4% | -1.70% | 減碼 |
| 42 | QNST | Quinstreet Inc | -0.4% | -26.38% | 減碼 |
| 43 | SAFE | Safehold Inc | -0.5% | -27.36% | 減碼 |
| 44 | MMM | 3m Co | -0.5% | -69.87% | 減碼 |
| 45 | HTRB | Hartford Ttl Rtrn Bnd ETF | — | EXIT | 清倉 |
| 46 | VCRB | Vanguard Core Bond ETF | — | NEW | 新建倉 |
| 47 | TIC | Tic Solutions Inc | — | NEW | 新建倉 |
| 48 | WCMI | Ft Wcm International ETF | — | NEW | 新建倉 |
| 49 | GPK | Graphic Packaging Holding Co | — | EXIT | 清倉 |
| 50 | ✓ | Aebi Schmidt Hldg AG | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，NewEdge Wealth, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$100.1億，共申報了 1017 個公開持股部位。
在 Q3 2025 季度，NewEdge Wealth, LLC 按市值排列的前三大核心持股分別為：MSFT (5.2%)、AAPL (4.5%)、NVDA (3.3%)。其中最大持股部位 MSFT 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
VCRB
市值: US$2470.7萬
本季最大獲利了結 / 清倉標的
HTRB
前期市值: US$2514.1萬
在 Q3 2025 季度中，NewEdge Wealth, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 34 個部位、減碼 10 個部位以及清倉 2 個部位。 其中最大新建倉標的為 VCRB。 本季清倉部位包含 HTRB。
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。