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
68 檔
39.1%
Palacios Wealth Management, LLC 在 Q4 2025 季度的美股部位總計估值為 US$1.7億，分散於 68 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2025 申報觀察，Palacios Wealth Management, LLC 採取防禦導向的調倉策略，本季減碼 37 檔個股並出清 8 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 NVDA, AVGO, AAPL）累計市值佔比達 39.1%，是驅動 Palacios Wealth Management, 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 | NVDA | Nvidia CORP | 股票-科技 | 31.78% | -1.55% | -7.23% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 5.82% | -1.04% | -18.55% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.78% | +0.04% | -5.78% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.02% | -0.69% | -9.91% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.31% | -0.44% | -7.43% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.08% | -0.44% | -8.30% | |
| 7 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-科技型 | 2.94% | +0.61% | -20.90% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.94% | +1.45% | -6.62% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.74% | -0.15% | -20.24% | |
| 10 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 2.13% | +0.24% | -49.91% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.91% | -0.28% | -25.00% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 1.90% | +0.05% | -5.99% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | -0.17% | -17.87% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.85% | -0.02% | -4.37% | |
| 15 | AMD | Advanced Micro Devices | 股票-科技 | 1.83% | +1.10% | -14.42% | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.53% | -0.15% | -17.61% | |
| 17 | UBER | Uber Technologies Inc | 股票-工業 | 1.52% | -0.14% | -26.96% | |
| 18 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 1.52% | -0.26% | -59.07% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.32% | -0.12% | +0.59% | |
| 20 | AMGN | Amgen Inc | 股票-醫療保健 | 1.30% | -0.02% | -2.44% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.24% | +0.07% | -9.42% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.08% | — | +0.77% | |
| 23 | MDB | Mongodb Inc | 股票-科技 | 0.89% | +0.10% | -0.93% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.86% | -0.07% | -7.50% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.85% | +0.08% | -16.83% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 0.85% | — | +7.64% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 0.69% | +0.02% | -1.26% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | +0.04% | -14.17% | |
| 29 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.63% | +0.16% | -43.03% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | +0.11% | -37.93% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.54% | -0.08% | -1.56% | |
| 32 | TWLO | Twilio Inc - A | 股票-科技 | 0.50% | +0.08% | -2.25% | |
| 33 | IWMI | Neos Russell 2000 High Inc | ETF-中小型股 | 0.48% | +0.09% | -1.66% | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.48% | -0.02% | -6.51% | |
| 35 | PPL | Ppl CORP | 股票-公用事業 | 0.44% | -0.04% | — | |
| 36 | T | At&t Inc | 股票-通訊服務 | 0.42% | -0.13% | -17.86% | |
| 37 | C | Citigroup Inc | 股票-金融 | 0.40% | +0.01% | -21.10% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.39% | +0.21% | -10.82% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.39% | +0.01% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.36% | +0.08% | -50.85% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.35% | -0.07% | -37.27% | |
| 42 | GE | General Electric | 股票-工業 | 0.30% | +0.06% | -17.88% | |
| 43 | BA | Boeing Co/the | 股票-工業 | 0.30% | -0.03% | +1.97% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.30% | +0.05% | -12.98% | |
| 45 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.29% | -0.03% | — | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | -0.05% | — | |
| 47 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.28% | -0.02% | -54.02% | |
| 48 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.26% | -0.05% | -8.37% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.25% | — | +2.07% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.25% | -0.03% | -26.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.3% | -7.23% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -8.30% | 減碼 |
| 3 | AMD | Advanced Micro Devices | +0.4% | -14.42% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.4% | -9.91% | 減碼 |
| 5 | MDB | Mongodb Inc | +0.3% | -0.93% | 減碼 |
| 6 | AMGN | Amgen Inc | +0.3% | -2.44% | 減碼 |
| 7 | BAC | Bank Of America CORP | +0.2% | +0.77% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -25.00% | 減碼 |
| 9 | TWLO | Twilio Inc - A | +0.2% | -2.25% | 減碼 |
| 10 | QCOM | Qualcomm Inc | +0.2% | +7.64% | 加碼 |
| 11 | TSLA | Tesla Inc | +0.2% | -5.99% | 減碼 |
| 12 | MS | Morgan Stanley | +0.2% | -1.26% | 減碼 |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -6.62% | 減碼 |
| 14 | ABBV | Abbvie Inc | 0% | -9.42% | 減碼 |
| 15 | IBM | Intl Business Machines CORP | 0% | -16.83% | 減碼 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | 0% | -14.17% | 減碼 |
| 17 | LLY | Eli Lilly & Co | 0% | -37.93% | 減碼 |
| 18 | GE | General Electric | 0% | -17.88% | 減碼 |
| 19 | PANW | Palo Alto Networks Inc | 0% | -10.82% | 減碼 |
| 20 | MO | Altria Group Inc | 0% | -14.88% | 減碼 |
| 21 | AVGO | Broadcom Inc | 0% | -18.55% | 減碼 |
| 22 | SOFI | Sofi Technologies Inc | 0% | -27.93% | 減碼 |
| 23 | T | At&t Inc | -0.1% | -17.86% | 減碼 |
| 24 | NBIS | Nebius Group N.V. | -0.1% | -12.26% | 減碼 |
| 25 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -28.69% | 減碼 |
| 26 | META | Meta Platforms Inc-class A | -0.1% | -7.43% | 減碼 |
| 27 | PLTR | Palantir Technologies Inc-a | -0.1% | -17.61% | 減碼 |
| 28 | VZ | Verizon Communications Inc | -0.2% | -37.27% | 減碼 |
| 29 | JEPQ | JPM Nasdaq Equity Premium | -0.2% | -20.24% | 減碼 |
| 30 | PFE | Pfizer Inc | -0.2% | -51.25% | 減碼 |
| 31 | QYLD | Global X Nasd 100 Cov Call | -0.2% | -54.02% | 減碼 |
| 32 | MSFT | Microsoft CORP | -0.2% | -17.87% | 減碼 |
| 33 | VOO | Vanguard S&p 500 ETF | -0.3% | -50.85% | 減碼 |
| 34 | QQQI | Neos Nasdaq-100 High Inc ETF | -0.3% | -20.90% | 減碼 |
| 35 | ORCL | Oracle CORP | -0.3% | +0.59% | 加碼 |
| 36 | FTEC | Fidelity Msci Info Tech Indx | -0.3% | -43.03% | 減碼 |
| 37 | ARCC | Ares Capital CORP | -0.3% | -63.18% | 減碼 |
| 38 | UBER | Uber Technologies Inc | -0.6% | -26.96% | 減碼 |
| 39 | SPYI | Neos S&p 500 High Income ETF | -1.5% | -49.91% | 減碼 |
| 40 | RYLD | Global X Russell 2000 Cov Cl | -1.6% | -59.07% | 減碼 |
| 41 | HD | Home Depot Inc | — | EXIT | 清倉 |
| 42 | BRO | Brown & Brown Inc | — | EXIT | 清倉 |
| 43 | KLIP | Kranesh Kweb Cov Cal Str ETF | — | EXIT | 清倉 |
| 44 | MU | Micron Technology Inc | — | NEW | 新建倉 |
| 45 | IWM | Ishares Russell 2000 ETF | — | EXIT | 清倉 |
| 46 | BX | Blackstone Inc | — | EXIT | 清倉 |
| 47 | IP | International Paper Co | — | EXIT | 清倉 |
| 48 | JEPI | Jpmorgan Equity Premium Inco | — | EXIT | 清倉 |
| 49 | DOW | Dow Inc | — | EXIT | 清倉 |
| 50 | F | Ford Motor Co | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Palacios Wealth Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 68 個公開持股部位。
在 Q4 2025 季度，Palacios Wealth Management, LLC 按市值排列的前三大核心持股分別為：NVDA (31.8%)、AVGO (5.8%)、AAPL (5.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 31.8% 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
MU
市值: US$26.9萬
本季最大獲利了結 / 清倉標的
HD
前期市值: US$41.0萬
在 Q4 2025 季度中，Palacios Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 3 個部位、減碼 37 個部位以及清倉 8 個部位。 其中最大新建倉標的為 MU。 本季清倉部位包含 HD。
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。