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: 0001846310
申報總市值
US$4.8億
US$4.8億
179 檔
17.6%
截至 Q3 2025 季度末，Palumbo Wealth Management LLC 的美股持倉估值約為 US$4.8億，全數申報部位共有 179 檔。
Palumbo Wealth Management LLC 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 45 個全新部位及加碼 62 檔持股的同時，亦同步清倉 55 檔並減碼 38 檔標的。
整體而言，Palumbo Wealth Management LLC 的前 5 大持股（包含 SPY, GLD, AAPL）貢獻了組合市值的 17.6%，形成該機構在 Q3 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 10.11% | -0.14% | +5.15% | |
| 2 | GLD | Spdr Gold Shares | ETF-避險與商品 | 4.95% | -1.25% | -17.05% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.90% | -0.08% | +14.49% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.53% | -0.10% | +14.41% | |
| 5 | DBC | Invesco Db Commodity Index T | ETF-避險與商品 | 3.36% | -0.77% | -0.68% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | +0.48% | +10.76% | |
| 7 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 2.95% | -0.31% | +191.26% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.87% | -0.05% | +13.44% | |
| 9 | WM | Waste Management Inc | 股票-工業 | 2.63% | -0.41% | +0.85% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.39% | +0.35% | +109.06% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.24% | +0.18% | +4.18% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.00% | -0.35% | -1.47% | |
| 13 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.88% | -0.49% | -14.53% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.84% | -0.05% | +0.19% | |
| 15 | ITW | Illinois Tool Works | 股票-工業 | 1.66% | -0.07% | +0.20% | |
| 16 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.61% | -0.43% | +389.75% | |
| 17 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 1.56% | -0.11% | +0.49% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.50% | +0.46% | +88.71% | |
| 19 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.47% | -0.61% | EXIT | |
| 20 | ETR | Entergy CORP | 股票-公用事業 | 1.46% | -0.19% | +0.51% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.32% | -0.18% | -0.13% | |
| 22 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.23% | -0.06% | -0.43% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.11% | +3.37% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.13% | -0.21% | +0.96% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | -0.14% | +3.74% | |
| 26 | MRVL | Marvell Technology Inc | 股票-科技 | 0.99% | +1.44% | — | |
| 27 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.99% | -0.22% | +0.48% | |
| 28 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.96% | +0.06% | NEW | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.92% | -0.01% | +0.79% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.85% | -0.15% | +1.54% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.84% | -0.13% | +18.29% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.83% | -0.08% | +3.41% | |
| 33 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.83% | — | — | |
| 34 | MSCI | Msci Inc | 股票-金融 | 0.80% | -0.06% | +1.16% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | -0.01% | +0.97% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.79% | +1.17% | +58.61% | |
| 37 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.77% | -0.15% | — | |
| 38 | NPCE | Neuropace Inc | 股票-其他 | 0.65% | +0.02% | +16.24% | |
| 39 | BE | Bloom Energy Corp- A | 股票-工業 | 0.63% | +0.40% | +45.83% | |
| 40 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.56% | -0.14% | -2.21% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | — | +0.67% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.51% | +0.26% | +17.28% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | -0.04% | +6.42% | |
| 44 | NKTR | Nektar Therapeutics | 股票-其他 | 0.48% | -0.03% | +10.02% | |
| 45 | MNDY | monday.com Ltd. | 股票-科技 | 0.45% | -0.01% | +50.05% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.44% | — | — | |
| 47 | JOET | Virtus Terranova US Qual Mom | ETF-其他 | 0.44% | -0.03% | -8.70% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.43% | -0.07% | +2.29% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.42% | -0.21% | +6.05% | |
| 50 | FDS | Factset Research Systems Inc | 股票-金融 | 0.42% | — | +2.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +2.6% | +191.26% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.7% | +5.15% | 加碼 |
| 3 | NVDA | Nvidia CORP | +1.4% | +13.44% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +1.3% | +109.06% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +1.3% | +14.41% | 加碼 |
| 6 | NKE | Nike Inc -cl B | +1.3% | +389.75% | 加碼 |
| 7 | AAPL | Apple Inc | +1% | +14.49% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.8% | +10.76% | 加碼 |
| 9 | MINT | Pimco Enhanced Short Maturit | +0.7% | +88.71% | 加碼 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +4.18% | 加碼 |
| 11 | BE | Bloom Energy Corp- A | +0.5% | +45.83% | 加碼 |
| 12 | NPCE | Neuropace Inc | +0.5% | +16.24% | 加碼 |
| 13 | LMT | Lockheed Martin CORP | +0.3% | +2.29% | 加碼 |
| 14 | QURE | uniQure N.V. | +0.3% | — | 減碼 |
| 15 | ASMB | Assembly Biosciences Inc | +0.2% | +86.41% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | +3.37% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.2% | +18.29% | 加碼 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +17.28% | 加碼 |
| 19 | APH | Amphenol Corp-cl A | +0.2% | +0.47% | 加碼 |
| 20 | BAC | Bank Of America CORP | +0.1% | +0.97% | 加碼 |
| 21 | ACHR | Archer Aviation Inc-a | +0.1% | +36.82% | 加碼 |
| 22 | WCN | Waste Connections Inc | +0.1% | -22.03% | 加碼 |
| 23 | NET | Cloudflare Inc - Class A | +0.1% | +11.56% | 加碼 |
| 24 | XMTR | Xometry Inc-a | +0.1% | -2.23% | 減碼 |
| 25 | DGX | Quest Diagnostics Inc | +0.1% | +0.49% | 減碼 |
| 26 | ORLY | O'reilly Automotive Inc | +0.1% | -0.43% | 加碼 |
| 27 | CAT | Caterpillar Inc | +0.1% | +1.83% | 加碼 |
| 28 | PRME | Prime Medicine Inc | +0.1% | -49.53% | 減碼 |
| 29 | NUVB | Nuvation Bio Inc | +0.1% | +17.77% | 加碼 |
| 30 | JNJ | Johnson & Johnson | +0.1% | +3.74% | 加碼 |
| 31 | SNOW | Snowflake Inc | +0.1% | +21.12% | 加碼 |
| 32 | QS | Quantumscape CORP | +0.1% | +5.80% | 加碼 |
| 33 | BALT | Inn Defined Wealth Shield | +0.1% | +50.00% | 加碼 |
| 34 | BRD1EUR | Mind Medicine Mindmed Inc | +0.1% | +36.96% | 加碼 |
| 35 | ZS | Zscaler Inc | +0.1% | +23.36% | 加碼 |
| 36 | ERAS | Erasca Inc | +0.1% | +3.38% | 加碼 |
| 37 | ETN | Eaton Corporation plc | +0.1% | +0.03% | 加碼 |
| 38 | AMAT | Applied Materials Inc | +0.1% | -1.34% | 加碼 |
| 39 | PHVS | Pharvaris N.V. | +0.1% | +14.38% | 加碼 |
| 40 | IBM | Intl Business Machines CORP | +0.1% | +0.79% | 加碼 |
| 41 | MNDY | monday.com Ltd. | +0.1% | +50.05% | 加碼 |
| 42 | LLY | Eli Lilly & Co | +0.1% | +4.23% | 加碼 |
| 43 | OKLO | Oklo Inc | +0.1% | -68.12% | 減碼 |
| 44 | DSGN | Design Therapeutics Inc | +0.1% | -13.99% | 減碼 |
| 45 | NTNX | Nutanix Inc - A | 0% | +24.01% | 加碼 |
| 46 | NOW | Servicenow Inc | 0% | +21.33% | 加碼 |
| 47 | ETR | Entergy CORP | 0% | +0.51% | 減碼 |
| 48 | VLO | Valero Energy CORP | 0% | — | 加碼 |
| 49 | WDAY | Workday Inc-class A | 0% | +27.78% | 加碼 |
| 50 | ROKU | Roku Inc | 0% | +9.66% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Palumbo Wealth Management LLC 在 Q3 2025 季度的美股持倉總市值約為 US$4.8億，共申報了 179 個公開持股部位。
在 Q3 2025 季度，Palumbo Wealth Management LLC 按市值排列的前三大核心持股分別為：SPY (10.1%)、GLD (5.0%)、AAPL (4.9%)。其中最大持股部位 SPY 佔據整體投資組合約 10.1% 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
WSM
市值: US$460.8萬
本季最大獲利了結 / 清倉標的
JPST
前期市值: US$1974.8萬
在 Q3 2025 季度中，Palumbo Wealth Management LLC 共進行了 200 項持倉異動，包含新建倉 45 個部位、加碼 62 個部位、減碼 38 個部位以及清倉 55 個部位。 其中最大新建倉標的為 WSM。 本季清倉部位包含 JPST。
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。