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: 0002053829
申報總市值
US$1.7億
US$1.7億
71 檔
34.4%
在 Q2 2025 申報期間，Palacios Wealth Management, LLC（CIK: 0002053829）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$1.7億，共持有 71 個公開申報部位。
Q2 2025 數據顯示 Palacios Wealth Management, LLC 積極進場，新開立 13 個部位並同步加碼 25 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，Palacios Wealth Management, LLC 的前 5 大核心持股（包含 NVDA, AVGO, AAPL 等）合計佔整體申報市值的 34.4%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 29.64% | -1.55% | +4.33% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 5.32% | -1.04% | +7.26% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.83% | +0.04% | +127.53% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.33% | -0.69% | +68.38% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.77% | -0.44% | +20.88% | |
| 6 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.57% | -0.15% | -13.42% | |
| 7 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 3.50% | +1.45% | +11.30% | |
| 8 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 2.98% | -0.26% | -2.73% | |
| 9 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 2.64% | +0.24% | +12.09% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.23% | -0.17% | +4.25% | |
| 11 | UBER | Uber Technologies Inc | 股票-工業 | 2.04% | -0.14% | +8.73% | |
| 12 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-科技型 | 2.00% | +0.61% | +361.60% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.86% | -0.44% | +134.61% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | -0.02% | +224.29% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.56% | -0.12% | +0.22% | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.54% | -0.15% | +8.76% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 1.37% | +0.05% | +13.38% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.34% | +1.10% | +29.93% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.32% | +0.07% | -2.56% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.24% | -0.28% | +0.39% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 1.19% | -0.02% | +0.19% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.08% | -0.07% | -9.82% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.03% | +0.08% | -6.23% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.99% | — | +365.75% | |
| 25 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.88% | +0.16% | -3.10% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 0.78% | — | -0.92% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | +0.04% | +4.39% | |
| 28 | T | At&t Inc | 股票-通訊服務 | 0.63% | -0.13% | +32.31% | |
| 29 | MS | Morgan Stanley | 股票-金融 | 0.60% | +0.02% | — | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.59% | -0.08% | +31.35% | |
| 31 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.56% | -0.07% | +5.03% | |
| 32 | TWLO | Twilio Inc - A | 股票-科技 | 0.55% | +0.08% | -0.75% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.54% | +0.08% | +9.73% | |
| 34 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.53% | -0.02% | -8.77% | |
| 35 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.52% | +0.21% | +145.56% | |
| 36 | MDB | Mongodb Inc | 股票-科技 | 0.51% | +0.10% | +26.02% | |
| 37 | ARCC | Ares Capital CORP | 股票-金融 | 0.49% | -0.03% | -5.97% | |
| 38 | PPL | Ppl CORP | 股票-公用事業 | 0.48% | -0.04% | +10.29% | |
| 39 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.47% | -0.02% | — | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | +0.11% | -93.47% | |
| 41 | PFE | Pfizer Inc | 股票-醫療保健 | 0.41% | -0.05% | -92.03% | |
| 42 | C | Citigroup Inc | 股票-金融 | 0.40% | +0.01% | — | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.34% | +0.01% | — | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.33% | -0.02% | +17.81% | |
| 45 | BA | Boeing Co/the | 股票-工業 | 0.32% | -0.03% | +37.05% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.31% | -0.03% | +5.57% | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.31% | +0.05% | -2.70% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.30% | — | — | |
| 49 | IRM | Iron Mountain Inc | 股票-房地產 | 0.30% | -0.01% | — | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.30% | — | -55.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +12% | +4.33% | 加碼 |
| 2 | AAPL | Apple Inc | +2.8% | +127.53% | 加碼 |
| 3 | AVGO | Broadcom Inc | +2.6% | +7.26% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +2.3% | +68.38% | 加碼 |
| 5 | QQQI | Neos Nasdaq-100 High Inc ETF | +1.6% | +361.60% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +1.6% | +20.88% | 加碼 |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +1.5% | +11.30% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +1.4% | +224.29% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +1.2% | +134.61% | 加碼 |
| 10 | BAC | Bank Of America CORP | +0.8% | +365.75% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.8% | +4.25% | 加碼 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.8% | +8.76% | 加碼 |
| 13 | UBER | Uber Technologies Inc | +0.7% | +8.73% | 加碼 |
| 14 | AMD | Advanced Micro Devices | +0.7% | +29.93% | 加碼 |
| 15 | ORCL | Oracle CORP | +0.7% | +0.22% | 加碼 |
| 16 | SPYI | Neos S&p 500 High Income ETF | +0.6% | +12.09% | 加碼 |
| 17 | MS | Morgan Stanley | +0.6% | NEW | 新建倉 |
| 18 | TSLA | Tesla Inc | +0.5% | +13.38% | 加碼 |
| 19 | SCHW | Schwab (charles) CORP | +0.5% | NEW | 新建倉 |
| 20 | PANW | Palo Alto Networks Inc | +0.4% | +145.56% | 加碼 |
| 21 | GS | Goldman Sachs Group Inc | +0.3% | NEW | 新建倉 |
| 22 | HD | Home Depot Inc | +0.3% | NEW | 新建倉 |
| 23 | TJX | Tjx Companies Inc | +0.3% | NEW | 新建倉 |
| 24 | GOOG | Alphabet Inc-cl C | +0.3% | +0.39% | 加碼 |
| 25 | KLIP | Kranesh Kweb Cov Cal Str ETF | +0.2% | NEW | 新建倉 |
| 26 | AXP | American Express Co | +0.2% | NEW | 新建倉 |
| 27 | WMT | Walmart Inc | +0.2% | +31.35% | 加碼 |
| 28 | IWM | Ishares Russell 2000 ETF | +0.2% | NEW | 新建倉 |
| 29 | MDB | Mongodb Inc | +0.2% | +26.02% | 加碼 |
| 30 | T | At&t Inc | +0.2% | +32.31% | 加碼 |
| 31 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | -3.10% | 減碼 |
| 32 | HWM | Howmet Aerospace Inc | +0.2% | NEW | 新建倉 |
| 33 | LLY | Eli Lilly & Co | +0.2% | -93.47% | 減碼 |
| 34 | GBAB | Guggenheim Taxable Municipal | +0.2% | NEW | 新建倉 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +4.39% | 加碼 |
| 36 | RYLD | Global X Russell 2000 Cov Cl | +0.2% | -2.73% | 減碼 |
| 37 | CSX | Csx CORP | +0.2% | NEW | 新建倉 |
| 38 | BX | Blackstone Inc | +0.2% | NEW | 新建倉 |
| 39 | SOFI | Sofi Technologies Inc | +0.2% | NEW | 新建倉 |
| 40 | BA | Boeing Co/the | +0.2% | +37.05% | 加碼 |
| 41 | JEPQ | JPM Nasdaq Equity Premium | 0% | -13.42% | 減碼 |
| 42 | AMGN | Amgen Inc | 0% | +0.19% | 加碼 |
| 43 | ABBV | Abbvie Inc | -0.1% | -2.56% | 減碼 |
| 44 | IWN | Ishares Russell 2000 Value E | -0.2% | EXIT | 清倉 |
| 45 | MMM | 3m Co | -0.2% | EXIT | 清倉 |
| 46 | KWEB | Kranesh Csi China Internet | -0.2% | EXIT | 清倉 |
| 47 | IWR | Ishares Russell Mid-cap ETF | -0.3% | EXIT | 清倉 |
| 48 | JEPI | Jpmorgan Equity Premium Inco | -0.9% | -55.86% | 減碼 |
| 49 | PFE | Pfizer Inc | -18.6% | -92.03% | 減碼 |
| 50 | PG | Procter & Gamble Co/the | -19% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Palacios Wealth Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 71 個公開持股部位。
在 Q2 2025 季度，Palacios Wealth Management, LLC 按市值排列的前三大核心持股分別為：NVDA (29.6%)、AVGO (5.3%)、AAPL (4.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 29.6% 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
MS
市值: US$72.5萬
本季最大獲利了結 / 清倉標的
PG
前期市值: US$2564.4萬
在 Q2 2025 季度中，Palacios Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 13 個部位、加碼 25 個部位、減碼 7 個部位以及清倉 5 個部位。 其中最大新建倉標的為 MS。 本季清倉部位包含 PG。
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。