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: 0001783599
申報總市值
US$11.0億
US$11.0億
274 檔
17.8%
Red Door Wealth Management, LLC 在 Q2 2025 季度的美股部位總計估值為 US$11.0億，分散於 274 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 Red Door Wealth Management, LLC 積極進場，新開立 4 個部位並同步加碼 43 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 SCHX, BRK-B, NVDA）累計市值佔比達 17.8%，是驅動 Red Door 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 274 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.55% | +0.01% | +48.50% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.76% | -0.32% | +1.46% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.68% | +0.10% | +5.94% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.20% | -0.14% | +20.46% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.05% | -0.24% | +12.14% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.18% | +0.05% | +7.98% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.78% | -0.03% | +11.40% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.49% | +0.15% | +8.89% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.10% | +0.17% | +104.39% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.03% | -0.31% | +26.13% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.91% | -0.01% | +16.60% | |
| 12 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 1.84% | -0.05% | +11.70% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 1.80% | -0.37% | +9.86% | |
| 14 | AZO | Autozone Inc | 股票-循環性消費 | 1.64% | -0.26% | +2.52% | |
| 15 | TDG | Transdigm Group Inc | 股票-工業 | 1.58% | +0.04% | +5.91% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.42% | -0.05% | +20.67% | |
| 17 | DELL | Dell Technologies -c | 股票-科技 | 1.38% | +2.31% | +11.25% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.36% | +0.03% | +0.25% | |
| 19 | NOW | Servicenow Inc | 股票-科技 | 1.24% | -0.51% | +16.70% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.21% | -0.99% | +0.18% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.16% | -0.41% | +14.67% | |
| 22 | AMGN | Amgen Inc | 股票-醫療保健 | 1.13% | -0.10% | +9.40% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.11% | +0.16% | +364.96% | |
| 24 | WM | Waste Management Inc | 股票-工業 | 1.06% | -0.14% | +7.09% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 1.06% | — | +3.30% | |
| 26 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.02% | -0.08% | -0.47% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 1.01% | +0.21% | +9.08% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.01% | +0.03% | +15.78% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.01% | -0.10% | -0.93% | |
| 30 | FDX | Fedex CORP | 股票-工業 | 1.00% | -1.23% | +6.50% | |
| 31 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.99% | -0.13% | -0.16% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.95% | -0.06% | +20.31% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.92% | +0.15% | +24.22% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.87% | +0.24% | +20.58% | |
| 35 | LEN-B | Lennar CORP - B Shs | 股票-其他 | 0.86% | -0.03% | +9.12% | |
| 36 | HON | Honeywell International Inc | 股票-工業 | 0.85% | -0.09% | EXIT | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.80% | -0.12% | +10.85% | |
| 38 | ROP | Roper Technologies Inc | 股票-科技 | 0.79% | -0.31% | EXIT | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.79% | -0.11% | -18.09% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.78% | -0.23% | +20.04% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.76% | -0.17% | +74.25% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事業 | 0.74% | -0.08% | +10.59% | |
| 43 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.73% | -0.17% | +10.14% | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.73% | -0.12% | +18.06% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.70% | +0.02% | -1.00% | |
| 46 | DAR | Darling Ingredients Inc | 股票-非循環性消費 | 0.70% | -0.71% | +11.68% | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.69% | -0.07% | +19.23% | |
| 48 | AMT | American Tower CORP | 股票-房地產 | 0.68% | -0.04% | +17.95% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.67% | -0.03% | -0.59% | |
| 50 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.63% | — | -1.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +1.4% | +48.50% | 加碼 |
| 2 | VOO | Vanguard S&p 500 ETF | +1% | +104.39% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.9% | +5.94% | 加碼 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | +364.96% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.7% | +12.14% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.4% | +24.22% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +74.25% | 加碼 |
| 8 | DELL | Dell Technologies -c | +0.2% | +11.25% | 加碼 |
| 9 | NOW | Servicenow Inc | +0.2% | +16.70% | 加碼 |
| 10 | PANW | Palo Alto Networks Inc | +0.2% | +257.91% | 加碼 |
| 11 | ASML | ASML Holding N.V. | +0.2% | +125.36% | 加碼 |
| 12 | B | Barrick Mining CORP | +0.2% | NEW | 新建倉 |
| 13 | MDY | State Street Spdr S&p Midcap | +0.2% | +320.35% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +11.40% | 加碼 |
| 15 | IWB | Ishares Russell 1000 ETF | +0.2% | NEW | 新建倉 |
| 16 | COST | Costco Wholesale CORP | +0.1% | +26.13% | 加碼 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +56.07% | 加碼 |
| 18 | SNPS | Synopsys Inc | +0.1% | +155.48% | 加碼 |
| 19 | BLK | Blackrock Inc | +0.1% | +197.92% | 加碼 |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.1% | NEW | 新建倉 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +31.23% | 加碼 |
| 22 | ORCL | Oracle CORP | +0.1% | +48.28% | 加碼 |
| 23 | CORZ | Core Scientific Inc | +0.1% | +1.16% | 加碼 |
| 24 | INTU | Intuit Inc | +0.1% | NEW | 新建倉 |
| 25 | NFLX | Netflix Inc | +0.1% | +5.42% | 加碼 |
| 26 | BX | Blackstone Inc | +0.1% | +33.94% | 加碼 |
| 27 | AXP | American Express Co | +0.1% | +38.55% | 加碼 |
| 28 | DAR | Darling Ingredients Inc | +0.1% | +11.68% | 加碼 |
| 29 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | -0.16% | 減碼 |
| 30 | PYPL | Paypal Holdings Inc | +0.1% | +18.31% | 加碼 |
| 31 | AMZN | Amazon.com Inc | 0% | +7.98% | 加碼 |
| 32 | LMT | Lockheed Martin CORP | 0% | +20.04% | 加碼 |
| 33 | GOOG | Alphabet Inc-cl C | — | +8.89% | 加碼 |
| 34 | WMT | Walmart Inc | 0% | +9.86% | 加碼 |
| 35 | ADBE | Adobe Inc | 0% | +19.23% | 加碼 |
| 36 | AMT | American Tower CORP | 0% | +17.95% | 加碼 |
| 37 | HD | Home Depot Inc | 0% | +20.67% | 加碼 |
| 38 | EAGL | Eagle Capital Select Eqty | -0.1% | +11.70% | 加碼 |
| 39 | BAC | Bank Of America CORP | -0.1% | +3.30% | 加碼 |
| 40 | HON | Honeywell International Inc | -0.1% | +4.82% | 加碼 |
| 41 | V | Visa Inc-class A Shares | -0.1% | +16.60% | 加碼 |
| 42 | TDG | Transdigm Group Inc | -0.1% | +5.91% | 加碼 |
| 43 | QCOM | Qualcomm Inc | -0.1% | +9.08% | 加碼 |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.2% | +0.25% | 加碼 |
| 45 | MAA | Mid-america Apartment Comm | -0.3% | -1.67% | 減碼 |
| 46 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -88.88% | 減碼 |
| 47 | JNJ | Johnson & Johnson | -0.4% | +0.18% | 加碼 |
| 48 | AAPL | Apple Inc | -0.5% | +20.46% | 加碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.6% | +20.58% | 加碼 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -1.6% | +1.46% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Red Door Wealth Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$11.0億，共申報了 274 個公開持股部位。
在 Q2 2025 季度，Red Door Wealth Management, LLC 按市值排列的前三大核心持股分別為：SCHX (5.5%)、BRK-B (4.8%)、NVDA (4.7%)。其中最大持股部位 SCHX 佔據整體投資組合約 5.5% 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
B
市值: US$151.8萬
本季最大獲利了結 / 清倉標的
GBTC
前期市值: US$637.6萬
在 Q2 2025 季度中，Red Door Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 43 個部位、減碼 3 個部位以及清倉 0 個部位。 其中最大新建倉標的為 B。
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。