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: 0001962695
申報總市值
US$2.3億
US$2.3億
366 檔
27.5%
Olistico Wealth, LLC 在 Q2 2025 季度的美股部位總計估值為 US$2.3億，分散於 366 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 Olistico Wealth, LLC 積極進場，新開立 1 個部位並同步加碼 29 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Olistico Wealth, LLC 的前 5 大核心持股（包含 VUG, VTI, AAPL 等）合計佔整體申報市值的 27.5%，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 366 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 | VUG | Vanguard Growth ETF | ETF-其他 | 10.29% | +0.23% | +9.48% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.13% | +0.12% | +4.94% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.69% | -0.08% | +0.49% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 6.15% | +0.97% | +2.69% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.37% | -0.15% | -3.02% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-其他 | 3.84% | +0.13% | +6.78% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.77% | -0.02% | +2.74% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.30% | -0.01% | +1.71% | |
| 9 | CGGR | Cap Group Growth Equity | ETF-其他 | 2.96% | +0.11% | +14.61% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.10% | -0.25% | +1.51% | |
| 11 | CGXU | Cap Group Intl Focus | ETF-其他 | 1.92% | +0.18% | +43.82% | |
| 12 | OKE | Oneok Inc | 股票-能源 | 1.90% | -0.46% | +11.44% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.75% | +0.10% | +6.46% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.67% | -0.07% | +13.56% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.61% | — | -0.02% | |
| 16 | CGUS | Cap Group Core Equity | ETF-其他 | 1.40% | +0.01% | +0.02% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.16% | -0.08% | +292.74% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | +0.13% | +5.74% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.08% | +0.15% | -29.90% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.98% | -0.01% | -4.90% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.97% | -0.17% | +0.34% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | -0.07% | +11.14% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.87% | -0.09% | +9.98% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.87% | — | -0.07% | |
| 25 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.86% | -0.04% | -3.02% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.81% | — | -0.37% | |
| 27 | AXP | American Express Co | 股票-金融 | 0.78% | -0.02% | +12.96% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.73% | -0.17% | +0.40% | |
| 29 | AAON | Aaon Inc | 股票-工業 | 0.73% | +0.24% | +0.31% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.73% | -0.03% | -57.54% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.68% | — | +1.72% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | — | +14.03% | |
| 33 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.64% | -0.11% | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.64% | +0.07% | -11.53% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.63% | -0.06% | -2.89% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.60% | -0.01% | +0.27% | |
| 37 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.59% | +0.06% | -1.82% | |
| 38 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.58% | +0.03% | +33.09% | |
| 39 | ET | Energy Transfer LP | 股票-能源 | 0.58% | -0.07% | +2.79% | |
| 40 | EPD | Enterprise Products Partners | 股票-能源 | 0.58% | -0.08% | +16.82% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.50% | -0.20% | +38.12% | |
| 42 | CAT | Caterpillar Inc | 股票-工業 | 0.48% | +0.20% | +46.08% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | -0.05% | +0.57% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.46% | +0.05% | -4.48% | |
| 45 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.46% | -0.04% | -25.60% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.79% | EXIT | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.43% | -0.15% | +0.57% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.41% | -0.04% | +0.57% | |
| 49 | CGGO | Cap Group Global Growth | ETF-其他 | 0.40% | +0.04% | +0.00% | |
| 50 | DFAT | Dimensional US Target Value | ETF-其他 | 0.40% | +0.02% | -0.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1% | +9.48% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1% | +2.74% | 加碼 |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.8% | +292.74% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.6% | +6.46% | 加碼 |
| 5 | CGXU | Cap Group Intl Focus | +0.6% | +43.82% | 加碼 |
| 6 | VGT | Vanguard Info Tech ETF | +0.6% | +2.69% | 加碼 |
| 7 | CGGR | Cap Group Growth Equity | +0.5% | +14.61% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.4% | +1.51% | 加碼 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.3% | +38.12% | 加碼 |
| 10 | CGDV | Cap Group Dividend Value | +0.2% | +6.78% | 加碼 |
| 11 | DELL | Dell Technologies -c | +0.2% | NEW | 新建倉 |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | +33.09% | 加碼 |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +9.98% | 加碼 |
| 14 | CAT | Caterpillar Inc | +0.2% | +46.08% | 加碼 |
| 15 | AMZN | Amazon.com Inc | +0.2% | +1.71% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +11.14% | 加碼 |
| 17 | AXP | American Express Co | +0.1% | +12.96% | 加碼 |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.1% | +13.56% | 加碼 |
| 19 | C | Citigroup Inc | +0.1% | +938.78% | 加碼 |
| 20 | TSLA | Tesla Inc | +0.1% | +1137.25% | 加碼 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.74% | 加碼 |
| 22 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +209.78% | 加碼 |
| 23 | ACN | Accenture plc | +0.1% | +81.95% | 加碼 |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +1.72% | 加碼 |
| 25 | RTX | Rtx CORP | +0.1% | +17.90% | 加碼 |
| 26 | V | Visa Inc-class A Shares | 0% | +14.03% | 加碼 |
| 27 | VTI | Vanguard Total Stock Mkt ETF | 0% | +4.94% | 加碼 |
| 28 | VV | Vanguard Large-cap ETF | — | -0.07% | 減碼 |
| 29 | CGUS | Cap Group Core Equity | 0% | +0.02% | 加碼 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.02% | 減碼 |
| 31 | MDLZ | Mondelez International Inc-a | -0.1% | -75.52% | 減碼 |
| 32 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -74.51% | 減碼 |
| 33 | UNH | Unitedhealth Group Inc | -0.1% | -5.19% | 減碼 |
| 34 | SYY | Sysco CORP | -0.1% | EXIT | 清倉 |
| 35 | PFE | Pfizer Inc | -0.1% | -91.99% | 減碼 |
| 36 | AMGN | Amgen Inc | -0.1% | -87.26% | 減碼 |
| 37 | SCHW | Schwab (charles) CORP | -0.1% | -51.78% | 減碼 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.1% | -89.90% | 減碼 |
| 39 | DIS | Walt Disney Co/the | -0.1% | -81.74% | 減碼 |
| 40 | MRK | Merck & Co. Inc. | -0.2% | -29.34% | 減碼 |
| 41 | CB | Chubb Limited | -0.2% | -81.63% | 減碼 |
| 42 | EOG | Eog Resources Inc | -0.2% | -53.33% | 減碼 |
| 43 | CMCSA | Comcast Corp-class A | -0.2% | -88.59% | 減碼 |
| 44 | JNJ | Johnson & Johnson | -0.2% | -44.49% | 減碼 |
| 45 | FDX | Fedex CORP | -0.2% | -61.05% | 減碼 |
| 46 | ALL | Allstate CORP | -0.3% | -87.76% | 減碼 |
| 47 | OKE | Oneok Inc | -0.5% | +11.44% | 加碼 |
| 48 | LLY | Eli Lilly & Co | -0.7% | -29.90% | 減碼 |
| 49 | IWP | Ishares Russell Mid-cap Grow | -0.9% | -57.54% | 減碼 |
| 50 | AAPL | Apple Inc | -1.3% | +0.49% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Olistico Wealth, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$2.3億，共申報了 366 個公開持股部位。
在 Q2 2025 季度，Olistico Wealth, LLC 按市值排列的前三大核心持股分別為：VUG (10.3%)、VTI (8.1%)、AAPL (6.7%)。其中最大持股部位 VUG 佔據整體投資組合約 10.3% 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
DELL
市值: US$38.0萬
本季最大獲利了結 / 清倉標的
SYY
前期市值: US$19.7萬
在 Q2 2025 季度中，Olistico Wealth, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 29 個部位、減碼 19 個部位以及清倉 1 個部位。 其中最大新建倉標的為 DELL。 本季清倉部位包含 SYY。
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。