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: 0002035982
申報總市值
US$1.7億
US$1.7億
108 檔
11.9%
根據最新整理的 13F 季度數據集，Nicholson Wealth Management Group, LLC 於 Q4 2025 結束時的管理資產規模為 US$1.7億。該機構在本季度申報了 108 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2025 的申報異動，Nicholson Wealth Management Group, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 34 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Nicholson Wealth Management Group, LLC 的前 5 大持股（包含 VOO, CATX, VTI）貢獻了組合市值的 11.9%，形成該機構在 Q4 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.14% | +0.33% | -46.24% | |
| 2 | CATX | Perspective Therapeutics Inc | 股票-其他 | 2.61% | -0.68% | -0.02% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.21% | +0.35% | +2.23% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.12% | +0.03% | -0.04% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 1.74% | +0.26% | -2.44% | |
| 6 | UBSI | United Bankshares Inc | 股票-金融 | 1.72% | +0.22% | — | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.53% | +0.39% | -6.31% | |
| 8 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.49% | -0.22% | +10.98% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.45% | — | +11.45% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 1.38% | -0.12% | +1.72% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.33% | +0.01% | -5.55% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.30% | +0.23% | -14.44% | |
| 13 | COR | Cencora Inc | 股票-醫療保健 | 1.29% | -0.10% | -13.42% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.28% | -0.15% | +6.45% | |
| 15 | GD | General Dynamics CORP | 股票-工業 | 1.25% | +0.06% | -4.59% | |
| 16 | ADI | Analog Devices Inc | 股票-科技 | 1.25% | +0.27% | -3.45% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | +0.14% | +4.04% | |
| 18 | CB | Chubb Limited | 股票-金融 | 1.24% | +0.04% | -0.10% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.24% | +0.10% | +11.75% | |
| 20 | LHX | L3harris Technologies Inc | 股票-工業 | 1.23% | -0.21% | +1.18% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.22% | +0.54% | -4.39% | |
| 22 | PH | Parker Hannifin CORP | 股票-工業 | 1.21% | +0.10% | -4.02% | |
| 23 | AMGN | Amgen Inc | 股票-醫療保健 | 1.16% | +0.02% | -2.76% | |
| 24 | GWW | Ww Grainger Inc | 股票-工業 | 1.15% | +0.24% | +5.21% | |
| 25 | APH | Amphenol Corp-cl A | 股票-科技 | 1.15% | +0.41% | -12.14% | |
| 26 | LIN | Linde plc | 股票-原物料 | 1.14% | +0.04% | +10.35% | |
| 27 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.13% | -0.10% | -2.82% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.12% | -0.09% | +6.17% | |
| 29 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.11% | -0.10% | +10.28% | |
| 30 | EMR | Emerson Electric Co | 股票-工業 | 1.11% | — | +6.10% | |
| 31 | AFL | Aflac Inc | 股票-金融 | 1.11% | +0.06% | +1.95% | |
| 32 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.10% | -0.01% | +1.09% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.10% | -0.08% | -1.55% | |
| 34 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.10% | +0.09% | +15.12% | |
| 35 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.10% | -0.06% | +9.90% | |
| 36 | MA | Mastercard Inc - A | 股票-金融 | 1.09% | +0.02% | +13.76% | |
| 37 | XYL | Xylem Inc | 股票-工業 | 1.09% | -0.01% | -0.51% | |
| 38 | ACN | Accenture plc | 股票-科技 | 1.08% | -0.82% | EXIT | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 1.08% | +0.54% | +17.33% | |
| 40 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.08% | -0.35% | +45.70% | |
| 41 | CEG | Constellation Energy | 股票-公用事業 | 1.08% | -0.10% | +9.08% | |
| 42 | SO | Southern Co/the | 股票-公用事業 | 1.08% | — | — | |
| 43 | PPG | Ppg Industries Inc | 股票-原物料 | 1.08% | +0.13% | +32.32% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 1.08% | +0.10% | +15.24% | |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.08% | -0.79% | EXIT | |
| 46 | FDS | Factset Research Systems Inc | 股票-金融 | 1.08% | -0.80% | EXIT | |
| 47 | PLD | Prologis Inc | 股票-房地產 | 1.07% | +0.01% | -1.36% | |
| 48 | MDT | Medtronic plc | 股票-醫療保健 | 1.07% | -0.05% | -1.72% | |
| 49 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.07% | +0.45% | +23.64% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.07% | -0.08% | +2.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.4% | -6.31% | 減碼 |
| 2 | FDS | Factset Research Systems Inc | +0.3% | +41.63% | 加碼 |
| 3 | JKHY | Jack Henry & Associates Inc | +0.3% | +10.28% | 加碼 |
| 4 | PPG | Ppg Industries Inc | +0.2% | +32.32% | 加碼 |
| 5 | MKC | Mccormick & Co-non Vtg Shrs | +0.2% | +24.17% | 加碼 |
| 6 | ZTS | Zoetis Inc | +0.2% | +45.70% | 加碼 |
| 7 | ACN | Accenture plc | +0.2% | +13.85% | 加碼 |
| 8 | ROP | Roper Technologies Inc | +0.2% | +41.59% | 加碼 |
| 9 | CHD | Church & Dwight Co Inc | +0.2% | +28.40% | 加碼 |
| 10 | CL | Colgate-palmolive Co | +0.2% | +22.90% | 加碼 |
| 11 | BF-B | Brown-forman Corp-class B | +0.2% | +28.53% | 加碼 |
| 12 | PEP | Pepsico Inc | +0.2% | +10.98% | 加碼 |
| 13 | BDX | Becton Dickinson And Co | +0.2% | +15.91% | 加碼 |
| 14 | UNH | Unitedhealth Group Inc | +0.2% | +23.64% | 加碼 |
| 15 | CEG | Constellation Energy | +0.2% | +9.08% | 加碼 |
| 16 | CBSH | Commerce Bancshares Inc | +0.2% | +33.09% | 加碼 |
| 17 | APD | Air Products & Chemicals Inc | +0.1% | +26.96% | 加碼 |
| 18 | MA | Mastercard Inc - A | +0.1% | +13.76% | 加碼 |
| 19 | AMGN | Amgen Inc | +0.1% | -2.76% | 減碼 |
| 20 | WMT | Walmart Inc | +0.1% | +1.72% | 加碼 |
| 21 | PH | Parker Hannifin CORP | +0.1% | -4.02% | 減碼 |
| 22 | GLD | Spdr Gold Shares | +0.1% | +4.08% | 加碼 |
| 23 | PAYX | Paychex Inc | +0.1% | +28.24% | 加碼 |
| 24 | GWW | Ww Grainger Inc | +0.1% | +5.21% | 加碼 |
| 25 | CB | Chubb Limited | +0.1% | -0.10% | 減碼 |
| 26 | BRO | Brown & Brown Inc | +0.1% | +31.12% | 加碼 |
| 27 | TXN | Texas Instruments Inc | +0.1% | +17.33% | 加碼 |
| 28 | SLV | Ishares Silver Trust | +0.1% | +2.82% | 加碼 |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +37.24% | 加碼 |
| 30 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.23% | 加碼 |
| 31 | PLD | Prologis Inc | +0.1% | -1.36% | 減碼 |
| 32 | SPGI | S&p Global Inc | +0.1% | +1.78% | 加碼 |
| 33 | CSCO | Cisco Systems Inc | +0.1% | -4.39% | 減碼 |
| 34 | MCD | Mcdonald's CORP | +0.1% | +6.45% | 加碼 |
| 35 | V | Visa Inc-class A Shares | +0.1% | +4.04% | 加碼 |
| 36 | INTU | Intuit Inc | +0.1% | +13.24% | 加碼 |
| 37 | SHW | Sherwin-williams Co/the | +0.1% | +15.12% | 加碼 |
| 38 | COR | Cencora Inc | -0.1% | -13.42% | 減碼 |
| 39 | WEC | Wec Energy Group Inc | -0.1% | +1.09% | 加碼 |
| 40 | XYL | Xylem Inc | -0.1% | -0.51% | 減碼 |
| 41 | SO | Southern Co/the | -0.1% | — | 不變 |
| 42 | MSFT | Microsoft CORP | -0.1% | -0.04% | 減碼 |
| 43 | AVGO | Broadcom Inc | -0.2% | -14.44% | 減碼 |
| 44 | CATX | Perspective Therapeutics Inc | -0.6% | -0.02% | 減碼 |
| 45 | VOO | Vanguard S&p 500 ETF | -2.6% | -46.24% | 減碼 |
| 46 | HON | Honeywell International Inc | — | EXIT | 清倉 |
| 47 | SBUX | Starbucks CORP | — | EXIT | 清倉 |
| 48 | CMCSA | Comcast Corp-class A | — | EXIT | 清倉 |
| 49 | FDEC | Ft Vest U.s. Equity Buffer E | — | NEW | 新建倉 |
| 50 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Nicholson Wealth Management Group, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 108 個公開持股部位。
在 Q4 2025 季度，Nicholson Wealth Management Group, LLC 按市值排列的前三大核心持股分別為：VOO (3.1%)、CATX (2.6%)、VTI (2.2%)。其中最大持股部位 VOO 佔據整體投資組合約 3.1% 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
FDEC
市值: US$54.3萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$172.4萬
在 Q4 2025 季度中，Nicholson Wealth Management Group, LLC 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 32 個部位、減碼 12 個部位以及清倉 3 個部位。 其中最大新建倉標的為 FDEC。 本季清倉部位包含 HON。
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。