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: 0002054714
申報總市值
US$1.0億
US$1.0億
116 檔
19.0%
根據最新整理的 13F 季度數據集，Partners Wealth Management, LLC 於 Q1 2025 結束時的管理資產規模為 US$1.0億。該機構在本季度申報了 116 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2025，Partners Wealth Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 8 個新部位，並對 19 個既有持股進行加碼（合計增持 27 檔），相較減碼與清倉部位顯著佔優。
整體而言，Partners Wealth Management, LLC 的前 5 大持股（包含 AAPL, AGOX, BRK-B）貢獻了組合市值的 19.0%，形成該機構在 Q1 2025 季度的基本面基石。
本季最大新建倉標的
BONDBLOXX ETF TRUST
市值: US$31.4萬
本季最大獲利了結 / 清倉標的
IJR
前期市值: US$21.5萬
| # | 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 | AAPL | Apple Inc | 股票-科技 | 6.49% | +0.01% | +0.09% | |
| 2 | AGOX | Adaptive Alpha Opportunities | ETF-其他 | 5.08% | +1.70% | +1.80% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.07% | -0.07% | -1.18% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.72% | -0.06% | -3.75% | |
| 5 | T | At&t Inc | 股票-通訊服務 | 2.61% | -0.76% | -0.90% | |
| 6 | AMAX | Adaptive Hedged Multi-asset | ETF-其他 | 2.58% | +0.13% | +6.09% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.53% | +0.23% | +2.45% | |
| 8 | RHRX | Rh Tactical Rotation ETF | ETF-其他 | 2.47% | +0.87% | — | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | -0.10% | -0.16% | |
| 10 | MSTR | Strategy Inc | 股票-科技 | 2.35% | -0.27% | +3.50% | |
| 11 | VDE | Vanguard Energy ETF | ETF-其他 | 1.85% | -0.34% | -1.18% | |
| 12 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.84% | +0.15% | +0.97% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.66% | -2.12% | EXIT | |
| 14 | ✓ | 股票-其他 | 1.64% | — | -1.22% | ||
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.63% | +0.12% | +2.86% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.57% | +0.41% | +1.95% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.51% | +0.12% | +1.97% | |
| 18 | BYLD | Ishares Yield Optimized Bond | ETF-其他 | 1.51% | -0.12% | -0.97% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.49% | — | -22.64% | |
| 20 | EMLP | First Trust North American E | ETF-其他 | 1.41% | -0.08% | +0.29% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.21% | +0.15% | +2.58% | |
| 22 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.15% | +0.04% | +2.50% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.14% | -0.03% | -1.05% | |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 1.14% | +0.04% | — | |
| 25 | KORP | American Century Diversified | ETF-其他 | 1.12% | -0.05% | -0.35% | |
| 26 | XCCC | Bondbloxx-ccc-usd Hy CORP Bd | ETF-其他 | 1.10% | -0.01% | +5.05% | |
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 1.09% | -0.22% | +4.25% | |
| 28 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 1.09% | — | -3.28% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | +0.06% | -3.36% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.06% | +0.26% | +2.41% | |
| 31 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.03% | — | +28.57% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.01% | +0.07% | — | |
| 33 | XLF | Ss Financial Select Sector | ETF-其他 | 1.00% | +0.09% | +1.92% | |
| 34 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.99% | +0.03% | — | |
| 35 | BP | Bp Plc-spons Adr | 股票-能源 | 0.95% | -0.21% | +2.38% | |
| 36 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.94% | — | -1.00% | |
| 37 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 0.93% | -0.04% | +1.01% | |
| 38 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 0.87% | -0.01% | +0.49% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.87% | +0.01% | -1.17% | |
| 40 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-其他 | 0.86% | -0.06% | +5.21% | |
| 41 | CSX | Csx CORP | 股票-工業 | 0.80% | +0.06% | -0.82% | |
| 42 | IGHG | Proshares Ig Hedged | ETF-其他 | 0.76% | -0.02% | -0.81% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.72% | +0.03% | -2.78% | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.71% | -0.09% | -2.30% | |
| 45 | IYK | Ishares US Consumer Staples | ETF-其他 | 0.67% | +0.02% | +4.73% | |
| 46 | BALT | Inn Defined Wealth Shield | ETF-其他 | 0.66% | — | +35.46% | |
| 47 | SO | Southern Co/the | 股票-公用事業 | 0.63% | -0.02% | -3.03% | |
| 48 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-其他 | 0.61% | — | — | |
| 49 | MO | Altria Group Inc | 股票-非循環性消費 | 0.58% | +0.02% | -2.28% | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.57% | +0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | -1.18% | 減碼 |
| 2 | T | At&t Inc | +0.5% | -0.90% | 減碼 |
| 3 | ✓ | Bondbloxx ETF Trust | +0.4% | NEW | 新建倉 |
| 4 | UGL | Proshares Ultra Gold | +0.3% | NEW | 新建倉 |
| 5 | ABBV | Abbvie Inc | +0.3% | NEW | 新建倉 |
| 6 | GILD | Gilead Sciences Inc | +0.3% | NEW | 新建倉 |
| 7 | TSCO | Tractor Supply Company | +0.2% | NEW | 新建倉 |
| 8 | AGG | Ishares Core U.s. Aggregate | +0.2% | NEW | 新建倉 |
| 9 | BMY | Bristol-myers Squibb Co | +0.2% | NEW | 新建倉 |
| 10 | ✓ | Bondbloxx ETF Trust | +0.2% | NEW | 新建倉 |
| 11 | HELO | Jpmorgan Hedged Equity ETF | +0.2% | +28.57% | 加碼 |
| 12 | BALT | Inn Defined Wealth Shield | +0.2% | +35.46% | 加碼 |
| 13 | XOM | Exxon Mobil CORP | +0.2% | +0.34% | 加碼 |
| 14 | BP | Bp Plc-spons Adr | +0.1% | +2.38% | 加碼 |
| 15 | XLE | Ss Energy Select Sector | +0.1% | +4.25% | 加碼 |
| 16 | PM | Philip Morris International | +0.1% | -5.73% | 減碼 |
| 17 | KO | Coca-cola Co/the | +0.1% | -1.17% | 減碼 |
| 18 | VDE | Vanguard Energy ETF | +0.1% | -1.18% | 減碼 |
| 19 | ✓ | Bondbloxx ETF Trust | +0.1% | +27.48% | 加碼 |
| 20 | IYK | Ishares US Consumer Staples | +0.1% | +4.73% | 加碼 |
| 21 | LLY | Eli Lilly & Co | +0.1% | -3.75% | 減碼 |
| 22 | FHLC | Fidelity Msci Health Care | +0.1% | +2.50% | 加碼 |
| 23 | DWX | State Street Spdr S&p Intern | +0.1% | -1.00% | 減碼 |
| 24 | EMLP | First Trust North American E | +0.1% | +0.29% | 加碼 |
| 25 | MSTR | Strategy Inc | +0.1% | +3.50% | 加碼 |
| 26 | MO | Altria Group Inc | +0.1% | -2.28% | 減碼 |
| 27 | IVE | Ishares S&p 500 Value ETF | +0.1% | +2.45% | 加碼 |
| 28 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | +0.1% | +5.21% | 加碼 |
| 29 | SDVY | First Trust Smid Cap Rising | -0.1% | — | 不變 |
| 30 | DWAS | Invesco Dorsey Wright Smallc | -0.1% | +2.89% | 加碼 |
| 31 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +2.41% | 加碼 |
| 32 | CSX | Csx CORP | -0.1% | -0.82% | 減碼 |
| 33 | XLG | Invesco S&p 500 Top 50 ETF | -0.1% | — | 不變 |
| 34 | IVW | Ishares S&p 500 Growth ETF | -0.1% | +1.95% | 加碼 |
| 35 | XLY | Ss Consumer Disc Select Sect | -0.1% | -2.78% | 減碼 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -16.65% | 減碼 |
| 37 | RHRX | Rh Tactical Rotation ETF | -0.2% | — | 不變 |
| 38 | AMZN | Amazon.com Inc | -0.2% | +2.86% | 加碼 |
| 39 | TXN | Texas Instruments Inc | -0.2% | EXIT | 清倉 |
| 40 | GS | Goldman Sachs Group Inc | -0.2% | EXIT | 清倉 |
| 41 | PFE | Pfizer Inc | -0.2% | EXIT | 清倉 |
| 42 | IJR | Ishares Core S&p Small-cap E | -0.2% | EXIT | 清倉 |
| 43 | NVDA | Nvidia CORP | -0.3% | +2.58% | 加碼 |
| 44 | AVGO | Broadcom Inc | -0.3% | -15.98% | 減碼 |
| 45 | IBMP | Ishares Ibonds Dec 2027 Term | -0.3% | -46.17% | 減碼 |
| 46 | IBMQ | Ishares Ibonds Dec 2028 Muni | -0.3% | -46.10% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.3% | -0.16% | 減碼 |
| 48 | SGOV | Ishares 0-3 Month Treasury B | -0.4% | -22.64% | 減碼 |
| 49 | AGOX | Adaptive Alpha Opportunities | -0.5% | +1.80% | 加碼 |
| 50 | AAPL | Apple Inc | -0.8% | +0.09% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Partners Wealth Management, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.0億，共申報了 116 個公開持股部位。
在 Q1 2025 季度，Partners Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (6.5%)、AGOX (5.1%)、BRK-B (5.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.5% 的權重。
在 Q1 2025 季度中，Partners Wealth Management, LLC 共進行了 47 項持倉異動，包含新建倉 8 個部位、加碼 19 個部位、減碼 16 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BONDBLOXX ETF TRUST。 本季清倉部位包含 IJR。
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。
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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。
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。