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: 0002041805
申報總市值
US$3.9億
US$3.9億
79 檔
26.1%
在 Q4 2025 申報期間，Osprey Private Wealth LLC（CIK: 0002041805）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$3.9億，共持有 79 個公開申報部位。
Q4 2025 數據顯示 Osprey Private Wealth LLC 積極進場，新開立 12 個部位並同步加碼 35 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 GOOG, NVDA, JPM）累計市值佔比達 26.1%，是驅動 Osprey Private Wealth LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 8.75% | +0.56% | +24.04% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.68% | +0.68% | +9.96% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.15% | +0.02% | +13.48% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | +0.10% | +43.37% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.23% | +0.15% | +14.66% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.81% | -0.40% | -0.12% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.67% | +0.17% | +10.91% | |
| 8 | TTEK | Tetra Tech Inc | 股票-工業 | 3.32% | -0.46% | +12.62% | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.19% | -0.16% | +16.99% | |
| 10 | ARES | Ares Management CORP - A | 股票-金融 | 3.00% | -0.17% | +25.63% | |
| 11 | BLK | Blackrock Inc | 股票-金融 | 2.81% | -0.25% | +15.19% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 2.81% | — | +16.89% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.75% | — | +17.51% | |
| 14 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.71% | -0.44% | +19.80% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.34% | +0.05% | +6.93% | |
| 16 | ECL | Ecolab Inc | 股票-原物料 | 2.31% | -0.11% | +24.62% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 2.24% | +0.37% | +55.11% | |
| 18 | PGR | Progressive CORP | 股票-金融 | 2.13% | -0.01% | +32.42% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.10% | -0.32% | +29.70% | |
| 20 | AZO | Autozone Inc | 股票-循環性消費 | 1.96% | -0.21% | +28.54% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.83% | -0.15% | +20.88% | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.70% | -0.34% | +38.17% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.65% | -1.38% | +3.33% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.60% | -0.31% | +32.38% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.48% | -0.01% | +17.19% | |
| 26 | ROP | Roper Technologies Inc | 股票-科技 | 1.46% | -0.19% | +40.92% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 1.40% | -0.08% | — | |
| 28 | DHR | Danaher CORP | 股票-醫療保健 | 1.39% | -0.74% | +37.27% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 1.37% | +0.44% | — | |
| 30 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.12% | -0.63% | +55.45% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 1.07% | -0.09% | -6.45% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.89% | -0.01% | +92.05% | |
| 33 | BX | Blackstone Inc | 股票-金融 | 0.89% | — | — | |
| 34 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.78% | +0.60% | +152.20% | |
| 35 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.74% | — | +1.98% | |
| 36 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.68% | -0.27% | +125.92% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.67% | +0.02% | +61.02% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.63% | +0.09% | +14.33% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.57% | +0.79% | -11.00% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.50% | -0.01% | — | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.52% | EXIT | |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.41% | -0.01% | — | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.40% | -0.26% | +556.43% | |
| 44 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.40% | -0.04% | +39.86% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.37% | +0.01% | — | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | -0.01% | +31.13% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.34% | +0.85% | — | |
| 48 | DE | Deere & Co | 股票-工業 | 0.33% | +0.10% | — | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.32% | -0.01% | — | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.30% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.8% | +24.04% | 加碼 |
| 2 | AAPL | Apple Inc | +0.5% | +55.11% | 加碼 |
| 3 | REGN | Regeneron Pharmaceuticals | +0.5% | +55.45% | 加碼 |
| 4 | MRK | Merck & Co. Inc. | +0.4% | +92.05% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.4% | +152.20% | 加碼 |
| 6 | CVX | Chevron CORP | +0.3% | +556.43% | 加碼 |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.3% | +16.99% | 加碼 |
| 8 | DHR | Danaher CORP | +0.3% | +37.27% | 加碼 |
| 9 | VZ | Verizon Communications Inc | +0.3% | +125.92% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.2% | +43.37% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +17.19% | 加碼 |
| 12 | MCD | Mcdonald's CORP | +0.2% | +38.17% | 加碼 |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +61.02% | 加碼 |
| 14 | LLY | Eli Lilly & Co | +0.1% | +14.33% | 加碼 |
| 15 | VUG | Vanguard Growth ETF | +0.1% | +165.64% | 加碼 |
| 16 | PEP | Pepsico Inc | +0.1% | +32.38% | 加碼 |
| 17 | NVS | Novartis Ag-sponsored Adr | +0.1% | +39.86% | 加碼 |
| 18 | SPGI | S&p Global Inc | +0.1% | +59.21% | 加碼 |
| 19 | ARES | Ares Management CORP - A | 0% | +25.63% | 加碼 |
| 20 | TJX | Tjx Companies Inc | 0% | +19.80% | 加碼 |
| 21 | ROP | Roper Technologies Inc | 0% | +40.92% | 加碼 |
| 22 | PGR | Progressive CORP | -0.1% | +32.42% | 加碼 |
| 23 | COST | Costco Wholesale CORP | -0.1% | +29.70% | 加碼 |
| 24 | DIS | Walt Disney Co/the | -0.1% | +20.88% | 加碼 |
| 25 | JNJ | Johnson & Johnson | -0.1% | +6.93% | 加碼 |
| 26 | ECL | Ecolab Inc | -0.1% | +24.62% | 加碼 |
| 27 | CSCO | Cisco Systems Inc | -0.2% | — | 不變 |
| 28 | ACN | Accenture plc | -0.2% | +3.33% | 加碼 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +17.51% | 加碼 |
| 30 | RTX | Rtx CORP | -0.2% | — | 不變 |
| 31 | V | Visa Inc-class A Shares | -0.3% | +14.66% | 加碼 |
| 32 | ZTS | Zoetis Inc | -0.3% | +1.98% | 加碼 |
| 33 | TTEK | Tetra Tech Inc | -0.4% | +12.62% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | -0.5% | +13.48% | 加碼 |
| 35 | BLK | Blackrock Inc | -0.6% | +15.19% | 加碼 |
| 36 | ABBV | Abbvie Inc | -0.6% | +10.91% | 加碼 |
| 37 | NVDA | Nvidia CORP | -1% | +9.96% | 加碼 |
| 38 | META | Meta Platforms Inc-class A | -1.6% | -0.12% | 減碼 |
| 39 | HEFA | Isha Curr Hedged Msci Eafe | — | NEW | 新建倉 |
| 40 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建倉 |
| 41 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 42 | DE | Deere & Co | — | NEW | 新建倉 |
| 43 | VTV | Vanguard Value ETF | — | NEW | 新建倉 |
| 44 | NEE | Nextera Energy Inc | — | NEW | 新建倉 |
| 45 | HON | Honeywell International Inc | — | NEW | 新建倉 |
| 46 | DEM | Wisdomtree Emerging Markets | — | NEW | 新建倉 |
| 47 | WTV | Wisdomtree U.s. Value Fund | — | NEW | 新建倉 |
| 48 | IGM | Ishares Expanded Tech Sector | — | NEW | 新建倉 |
| 49 | CGDV | Cap Group Dividend Value | — | NEW | 新建倉 |
| 50 | ENS | Enersys | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Osprey Private Wealth LLC 在 Q4 2025 季度的美股持倉總市值約為 US$3.9億，共申報了 79 個公開持股部位。
在 Q4 2025 季度，Osprey Private Wealth LLC 按市值排列的前三大核心持股分別為：GOOG (8.8%)、NVDA (6.7%)、JPM (5.2%)。其中最大持股部位 GOOG 佔據整體投資組合約 8.8% 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
HEFA
市值: US$143.3萬
本季最大獲利了結 / 清倉標的
META
前期市值: US$1474.1萬
在 Q4 2025 季度中，Osprey Private Wealth LLC 共進行了 48 項持倉異動，包含新建倉 12 個部位、加碼 35 個部位、減碼 1 個部位以及清倉 0 個部位。 其中最大新建倉標的為 HEFA。
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。