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
218 檔
22.9%
Palumbo Wealth Management LLC 在 Q4 2025 季度的美股部位總計估值為 US$4.8億，分散於 218 個持倉標的之中，反映其市場參與廣度與投資規模。
Q4 2025 數據顯示 Palumbo Wealth Management LLC 積極進場，新開立 60 個部位並同步加碼 81 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 SPY, GOOGL, AMZN）累計市值佔比達 22.9%，是驅動 Palumbo Wealth Management LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 218 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.04% | -0.14% | +0.63% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.59% | +0.35% | +59.35% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.65% | -0.10% | +53.01% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.38% | -0.08% | +0.50% | |
| 5 | GLD | Spdr Gold Shares | ETF-避險與商品 | 4.26% | -1.25% | -0.05% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.87% | +0.25% | — | |
| 7 | DBC | Invesco Db Commodity Index T | ETF-避險與商品 | 2.68% | -0.77% | +3.91% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | +0.48% | +0.40% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.61% | -0.05% | +1.53% | |
| 10 | WM | Waste Management Inc | 股票-工業 | 2.02% | -0.41% | -0.58% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.80% | +0.18% | +1.75% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.72% | -0.18% | +58.10% | |
| 13 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.66% | -0.49% | +2.97% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.64% | +0.02% | — | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.51% | -0.05% | +0.60% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.44% | -0.35% | -0.67% | |
| 17 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.37% | -0.10% | — | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.33% | +0.46% | +15.08% | |
| 19 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.15% | -0.61% | EXIT | |
| 20 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 1.13% | — | — | |
| 21 | ETR | Entergy CORP | 股票-公用事業 | 1.12% | -0.19% | +0.23% | |
| 22 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 1.11% | -0.11% | +0.45% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.11% | +2.50% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.00% | +0.06% | — | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.99% | -0.14% | +2.12% | |
| 26 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.90% | -0.43% | -21.16% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.84% | +1.17% | +1.36% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.84% | -0.21% | -6.60% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.82% | -0.21% | +117.35% | |
| 30 | NPCE | Neuropace Inc | 股票-其他 | 0.82% | +0.02% | +8.46% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.80% | -0.08% | +0.76% | |
| 32 | MRVL | Marvell Technology Inc | 股票-科技 | 0.79% | +1.44% | +1.35% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.76% | -0.01% | -0.99% | |
| 34 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-其他 | 0.70% | — | — | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | -0.01% | +0.20% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | -0.13% | -0.47% | |
| 37 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.68% | -0.22% | +0.95% | |
| 38 | ITW | Illinois Tool Works | 股票-工業 | 0.64% | -0.07% | -47.56% | |
| 39 | MSCI | Msci Inc | 股票-金融 | 0.63% | -0.06% | +0.11% | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.62% | -0.31% | -64.37% | |
| 41 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.58% | -0.15% | -0.04% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.55% | -0.01% | — | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.54% | -0.15% | -25.16% | |
| 44 | BW | Babcock & Wilcox Enterpr | 股票-其他 | 0.47% | -0.91% | +38.09% | |
| 45 | MSTB | Lha Market State Tactical | ETF-其他 | 0.46% | -0.02% | — | |
| 46 | BE | Bloom Energy Corp- A | 股票-工業 | 0.46% | +0.40% | -8.65% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.46% | -0.05% | — | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.42% | +0.26% | +7.55% | |
| 49 | AAP | Advance Auto Parts Inc | 股票-循環性消費 | 0.39% | — | — | |
| 50 | BFLY | Butterfly Network Inc | 股票-其他 | 0.39% | +0.59% | +182.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +3.2% | +59.35% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +1.1% | +53.01% | 加碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +58.10% | 加碼 |
| 4 | CRM | Salesforce Inc | +0.4% | +117.35% | 加碼 |
| 5 | BFLY | Butterfly Network Inc | +0.3% | +182.94% | 加碼 |
| 6 | BW | Babcock & Wilcox Enterpr | +0.3% | +38.09% | 加碼 |
| 7 | EBS | Emergent Biosolutions Inc | +0.2% | +143.01% | 加碼 |
| 8 | TSLA | Tesla Inc | +0.2% | +86.91% | 加碼 |
| 9 | NUVB | Nuvation Bio Inc | +0.2% | +22.33% | 加碼 |
| 10 | NPCE | Neuropace Inc | +0.2% | +8.46% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.2% | +25.48% | 加碼 |
| 12 | NOW | Servicenow Inc | +0.2% | +1030.62% | 加碼 |
| 13 | SIBN | Si-bone Inc | +0.1% | +95.28% | 加碼 |
| 14 | LLY | Eli Lilly & Co | +0.1% | +0.19% | 加碼 |
| 15 | IDYA | Ideaya Biosciences Inc | +0.1% | +60.58% | 加碼 |
| 16 | CDTX | Cidara Therapeutics Inc | +0.1% | +17.71% | 加碼 |
| 17 | TSHA | Taysha Gene Therapies Inc | +0.1% | +13.13% | 加碼 |
| 18 | IMNM | Immunome Inc | +0.1% | +41.81% | 加碼 |
| 19 | DNTH | Dianthus Therapeutics Inc | +0.1% | +125.07% | 加碼 |
| 20 | AMD | Advanced Micro Devices | +0.1% | +1.36% | 加碼 |
| 21 | WMT | Walmart Inc | +0.1% | +17.57% | 加碼 |
| 22 | CDNA | Caredx Inc | 0% | +23.73% | 加碼 |
| 23 | ERAS | Erasca Inc | 0% | +11.93% | 加碼 |
| 24 | ASMB | Assembly Biosciences Inc | 0% | +7.20% | 加碼 |
| 25 | DSGN | Design Therapeutics Inc | 0% | +33.21% | 加碼 |
| 26 | PTGX | Protagonist Therapeutics Inc | 0% | +20.35% | 加碼 |
| 27 | MRK | Merck & Co. Inc. | 0% | +5.03% | 加碼 |
| 28 | BWAY | Brainsway Ltd-adr | 0% | +37.87% | 加碼 |
| 29 | AMAT | Applied Materials Inc | 0% | -0.73% | 減碼 |
| 30 | XOM | Exxon Mobil CORP | 0% | +0.28% | 加碼 |
| 31 | PHVS | Pharvaris N.V. | 0% | +21.28% | 加碼 |
| 32 | MDB | Mongodb Inc | 0% | +9.34% | 加碼 |
| 33 | BRD1EUR | Mind Medicine Mindmed Inc | 0% | +18.44% | 加碼 |
| 34 | XFOR | X4 Pharmaceuticals Inc | 0% | +18.91% | 加碼 |
| 35 | TWLO | Twilio Inc - A | 0% | +7.88% | 加碼 |
| 36 | RXST | Rxsight Inc | 0% | +28.46% | 加碼 |
| 37 | GE | General Electric | 0% | — | 不變 |
| 38 | NAUT | Nautilus Biotechnology Inc | 0% | -2.34% | 減碼 |
| 39 | XMTR | Xometry Inc-a | — | +16.87% | 加碼 |
| 40 | GM | General Motors Co | — | -0.49% | 減碼 |
| 41 | AMGN | Amgen Inc | — | +6.26% | 加碼 |
| 42 | RTX | Rtx CORP | — | -1.12% | 減碼 |
| 43 | KO | Coca-cola Co/the | — | +6.56% | 加碼 |
| 44 | MIRM | Mirum Pharmaceuticals Inc | — | +19.80% | 加碼 |
| 45 | BIB | Proshares Ultra Nasd Biotech | — | -68.87% | 減碼 |
| 46 | PATH | Uipath Inc - Class A | — | +8.02% | 加碼 |
| 47 | UPS | United Parcel Service-cl B | — | +1.41% | 加碼 |
| 48 | TEAM | Atlassian Corp-cl A | — | +26.45% | 加碼 |
| 49 | PLD | Prologis Inc | — | -0.13% | 減碼 |
| 50 | CAT | Caterpillar Inc | 0% | +0.11% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Palumbo Wealth Management LLC 在 Q4 2025 季度的美股持倉總市值約為 US$4.8億，共申報了 218 個公開持股部位。
在 Q4 2025 季度，Palumbo Wealth Management LLC 按市值排列的前三大核心持股分別為：SPY (8.0%)、GOOGL (5.6%)、AMZN (4.7%)。其中最大持股部位 SPY 佔據整體投資組合約 8.0% 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
JPST
市值: US$1569.6萬
本季最大獲利了結 / 清倉標的
SHW
前期市值: US$301.7萬
在 Q4 2025 季度中，Palumbo Wealth Management LLC 共進行了 198 項持倉異動，包含新建倉 60 個部位、加碼 81 個部位、減碼 39 個部位以及清倉 18 個部位。 其中最大新建倉標的為 JPST。 本季清倉部位包含 SHW。
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。