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: 0001335851
申報總市值
US$14.0億
US$14.0億
164 檔
32.3%
截至 Q2 2025 季度末，Private Wealth Partners, LLC 的美股持倉估值約為 US$14.0億，全數申報部位共有 164 檔。
Private Wealth Partners, LLC 在 Q2 2025 進行了結構性的板塊輪動與部位換股。在開立 5 個全新部位及加碼 18 檔持股的同時，亦同步清倉 3 檔並減碼 22 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MSFT, AAPL）占據了總市值的 32.3%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 10.24% | +0.77% | +4.42% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.02% | -0.75% | +0.44% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.62% | +0.01% | -2.47% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.95% | +0.08% | +1.52% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.49% | +0.58% | -3.42% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 4.11% | +0.07% | -5.58% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.56% | -0.15% | -2.00% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.24% | +0.38% | +3.28% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.59% | -0.68% | -0.87% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.38% | +0.10% | -0.02% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.17% | +0.07% | -3.83% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.05% | -0.39% | +7.19% | |
| 13 | HON | Honeywell International Inc | 股票-工業 | 2.04% | -2.38% | EXIT | |
| 14 | CVX | Chevron CORP | 股票-能源 | 2.02% | -0.77% | -2.27% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.96% | -0.11% | -4.15% | |
| 16 | MCK | Mckesson CORP | 股票-醫療保健 | 1.84% | -0.58% | -3.11% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.83% | +0.33% | +9.66% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.75% | +0.21% | +0.58% | |
| 19 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.72% | -0.39% | -8.31% | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 1.51% | +0.28% | +0.05% | |
| 21 | DHR | Danaher CORP | 股票-醫療保健 | 1.42% | -0.18% | -2.27% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 1.39% | -0.30% | -2.57% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 1.36% | +2.42% | +0.10% | |
| 24 | KKR | Kkr & Co Inc | 股票-金融 | 1.25% | +0.05% | +4.68% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.17% | -0.17% | -8.27% | |
| 26 | PFE | Pfizer Inc | 股票-醫療保健 | 0.97% | -0.25% | -13.12% | |
| 27 | SYK | Stryker CORP | 股票-醫療保健 | 0.94% | -0.13% | -4.34% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | -0.14% | -5.98% | |
| 29 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.88% | -0.39% | EXIT | |
| 30 | FTNT | Fortinet Inc | 股票-科技 | 0.74% | +0.42% | — | |
| 31 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.72% | -0.03% | -13.23% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.72% | -0.16% | -16.14% | |
| 33 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.71% | -0.17% | -5.47% | |
| 34 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.66% | -0.09% | -4.19% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.62% | +0.12% | -9.20% | |
| 36 | CZR | Caesars Entertainment Inc | 股票-循環性消費 | 0.55% | — | -17.78% | |
| 37 | ADI | Analog Devices Inc | 股票-科技 | 0.49% | -0.02% | +0.50% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.47% | -0.05% | +2.41% | |
| 39 | MRVL | Marvell Technology Inc | 股票-科技 | 0.45% | +0.63% | +54.91% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.44% | +0.02% | +0.21% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.42% | -0.05% | -2.37% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.41% | +0.01% | -5.49% | |
| 43 | BX | Blackstone Inc | 股票-金融 | 0.40% | +0.06% | — | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.37% | -0.07% | -10.98% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.35% | — | -4.13% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.34% | +0.05% | +4.64% | |
| 47 | SPGI | S&p Global Inc | 股票-金融 | 0.33% | -0.10% | +1.63% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.31% | -0.02% | -10.09% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.30% | -0.02% | +2.23% | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.29% | -0.06% | -14.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3% | +4.42% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.4% | +0.44% | 加碼 |
| 3 | GS | Goldman Sachs Group Inc | +0.4% | -0.02% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +1.52% | 加碼 |
| 5 | AMD | Advanced Micro Devices | +0.3% | +0.10% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -2.00% | 減碼 |
| 7 | MRVL | Marvell Technology Inc | +0.2% | +54.91% | 加碼 |
| 8 | TPG | Tpg Inc | +0.2% | +303.37% | 加碼 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.58% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.42% | 減碼 |
| 11 | KKR | Kkr & Co Inc | +0.2% | +4.68% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +9.66% | 加碼 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +2.41% | 加碼 |
| 14 | ORCL | Oracle CORP | +0.1% | — | 不變 |
| 15 | APO | Apollo Global Management Inc | +0.1% | +75.12% | 加碼 |
| 16 | ARES | Ares Management CORP - A | +0.1% | NEW | 新建倉 |
| 17 | NXPI | NXP Semiconductors N.V. | +0.1% | NEW | 新建倉 |
| 18 | COF | Capital One Financial CORP | +0.1% | NEW | 新建倉 |
| 19 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建倉 |
| 20 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.1% | +130.77% | 加碼 |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 22 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | +30.49% | 加碼 |
| 23 | SNOW | Snowflake Inc | +0.1% | +1.38% | 加碼 |
| 24 | TEK | Ishares Technology Opp A ETF | +0.1% | +225.69% | 加碼 |
| 25 | ADI | Analog Devices Inc | +0.1% | +0.50% | 加碼 |
| 26 | SCHW | Schwab (charles) CORP | 0% | -5.47% | 減碼 |
| 27 | FTNT | Fortinet Inc | 0% | — | 不變 |
| 28 | HON | Honeywell International Inc | 0% | -3.00% | 減碼 |
| 29 | COST | Costco Wholesale CORP | -0.1% | -0.87% | 減碼 |
| 30 | DHI | Dr Horton Inc | -0.1% | EXIT | 清倉 |
| 31 | SHOP | Shopify Inc - Class A | -0.1% | EXIT | 清倉 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | -54.17% | 減碼 |
| 33 | JGRO | Jpmorgan Active Growth ETF | -0.1% | -43.75% | 減碼 |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -18.63% | 減碼 |
| 35 | PEP | Pepsico Inc | -0.1% | -14.57% | 減碼 |
| 36 | OXY | Occidental Petroleum CORP | -0.1% | -42.23% | 減碼 |
| 37 | GSST | Goldman Sachs Ultra Short Bo | -0.2% | -46.93% | 減碼 |
| 38 | ZTS | Zoetis Inc | -0.2% | -5.29% | 減碼 |
| 39 | DHR | Danaher CORP | -0.2% | -2.27% | 減碼 |
| 40 | HD | Home Depot Inc | -0.2% | -8.27% | 減碼 |
| 41 | JNJ | Johnson & Johnson | -0.2% | -5.98% | 減碼 |
| 42 | PFE | Pfizer Inc | -0.3% | -13.12% | 減碼 |
| 43 | BABA | Alibaba Group Holding-sp Adr | -0.4% | EXIT | 清倉 |
| 44 | TMO | Thermo Fisher Scientific Inc | -0.4% | +7.19% | 加碼 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +3.28% | 加碼 |
| 46 | MRK | Merck & Co. Inc. | -0.5% | -4.15% | 減碼 |
| 47 | V | Visa Inc-class A Shares | -0.5% | -5.58% | 減碼 |
| 48 | ABBV | Abbvie Inc | -0.5% | -3.83% | 減碼 |
| 49 | CVX | Chevron CORP | -0.5% | -2.27% | 減碼 |
| 50 | AAPL | Apple Inc | -1.5% | -2.47% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Private Wealth Partners, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$14.0億，共申報了 164 個公開持股部位。
在 Q2 2025 季度，Private Wealth Partners, LLC 按市值排列的前三大核心持股分別為：NVDA (10.2%)、MSFT (8.0%)、AAPL (7.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 10.2% 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
ARES
市值: US$97.7萬
本季最大獲利了結 / 清倉標的
BABA
前期市值: US$456.9萬
在 Q2 2025 季度中，Private Wealth Partners, LLC 共進行了 48 項持倉異動，包含新建倉 5 個部位、加碼 18 個部位、減碼 22 個部位以及清倉 3 個部位。 其中最大新建倉標的為 ARES。 本季清倉部位包含 BABA。
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。