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
290 檔
20.6%
在 Q4 2025 申報期間，Red Door Wealth Management, LLC（CIK: 0001783599）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$11.0億，共持有 290 個公開申報部位。
Red Door Wealth Management, LLC 於 Q4 2025 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 28 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Red Door Wealth Management, LLC 的前 5 大核心持股（包含 SCHX, NVDA, AAPL 等）合計佔整體申報市值的 20.6%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 290 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 | 5.56% | +0.01% | +3.62% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.06% | +0.10% | +2.01% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.56% | -0.14% | -4.68% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.35% | -0.32% | +0.03% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.94% | +0.15% | +0.63% | |
| 6 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 3.60% | -0.05% | +14.53% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | -0.24% | -0.43% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.13% | +0.05% | +4.80% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.75% | -0.03% | +0.33% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.30% | +0.17% | +4.44% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.83% | -0.37% | +0.43% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.75% | -0.17% | +131.61% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.74% | -0.01% | +0.60% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.57% | +0.03% | +21.63% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.51% | -0.31% | -1.29% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.41% | -0.99% | -0.61% | |
| 17 | DELL | Dell Technologies -c | 股票-科技 | 1.35% | +2.31% | +4.56% | |
| 18 | AZO | Autozone Inc | 股票-循環性消費 | 1.32% | -0.26% | -0.11% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.29% | +0.15% | +11.01% | |
| 20 | TDG | Transdigm Group Inc | 股票-工業 | 1.25% | +0.04% | +0.60% | |
| 21 | BX | Blackstone Inc | 股票-金融 | 1.23% | -0.10% | -12.18% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.23% | -0.06% | +6.96% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.20% | +0.16% | +5.12% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.14% | -0.05% | +4.03% | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 1.14% | -0.10% | +0.63% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.12% | +0.03% | +0.74% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.11% | -0.41% | +0.38% | |
| 28 | FDX | Fedex CORP | 股票-工業 | 1.07% | -1.23% | -1.22% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 1.02% | +0.21% | +3.14% | |
| 30 | WM | Waste Management Inc | 股票-工業 | 0.96% | -0.14% | +0.74% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.86% | +0.10% | +0.39% | |
| 32 | NOW | Servicenow Inc | 股票-科技 | 0.83% | -0.51% | +390.64% | |
| 33 | SNPS | Synopsys Inc | 股票-科技 | 0.83% | — | -1.22% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.78% | +0.02% | -0.12% | |
| 35 | ASML | ASML Holding N.V. | 股票-科技 | 0.76% | +0.38% | +17.49% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | -0.10% | -4.15% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.75% | -0.23% | +0.92% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.73% | +0.24% | -17.64% | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.71% | -0.12% | -2.72% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事業 | 0.69% | -0.08% | +2.87% | |
| 41 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.68% | -0.13% | -1.67% | |
| 42 | LEN-B | Lennar CORP - B Shs | 股票-其他 | 0.65% | -0.03% | -7.78% | |
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.63% | -0.12% | -10.14% | |
| 44 | PLD | Prologis Inc | 股票-房地產 | 0.62% | -0.64% | EXIT | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.86% | EXIT | |
| 46 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.57% | -0.16% | +1.12% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.56% | -0.03% | -3.49% | |
| 48 | B | Barrick Mining CORP | 股票-原物料 | 0.55% | +0.69% | +11.33% | |
| 49 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.52% | — | -0.03% | |
| 50 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.52% | -0.17% | -19.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.9% | +131.61% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | +0.63% | 加碼 |
| 3 | EAGL | Eagle Capital Select Eqty | +0.5% | +14.53% | 加碼 |
| 4 | MRK | Merck & Co. Inc. | +0.3% | +6.96% | 加碼 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.3% | +21.63% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +4.80% | 加碼 |
| 7 | SCHX | Schwab US Large-cap ETF | +0.2% | +3.62% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.39% | 加碼 |
| 9 | B | Barrick Mining CORP | +0.2% | +11.33% | 加碼 |
| 10 | FDX | Fedex CORP | +0.2% | -1.22% | 減碼 |
| 11 | AVGO | Broadcom Inc | +0.2% | +11.01% | 加碼 |
| 12 | ASML | ASML Holding N.V. | +0.2% | +17.49% | 加碼 |
| 13 | AMGN | Amgen Inc | +0.2% | +0.63% | 加碼 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +34.67% | 加碼 |
| 15 | WMT | Walmart Inc | +0.1% | +0.43% | 加碼 |
| 16 | JNJ | Johnson & Johnson | +0.1% | -0.61% | 減碼 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.44% | 加碼 |
| 18 | LLY | Eli Lilly & Co | +0.1% | +0.33% | 加碼 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.12% | 加碼 |
| 20 | IAU | Ishares Gold Trust | +0.1% | +6.55% | 加碼 |
| 21 | AXP | American Express Co | +0.1% | +11.81% | 加碼 |
| 22 | GLD | Spdr Gold Shares | +0.1% | +1.12% | 加碼 |
| 23 | PLD | Prologis Inc | +0.1% | -0.02% | 減碼 |
| 24 | GEV | GE Vernova Inc | +0.1% | +82.80% | 加碼 |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +0.33% | 加碼 |
| 26 | NVDA | Nvidia CORP | — | +2.01% | 加碼 |
| 27 | AAPL | Apple Inc | 0% | -4.68% | 減碼 |
| 28 | NFLX | Netflix Inc | -0.1% | +904.26% | 加碼 |
| 29 | ORCL | Oracle CORP | -0.1% | +2.42% | 加碼 |
| 30 | PG | Procter & Gamble Co/the | -0.1% | -4.15% | 減碼 |
| 31 | ADBE | Adobe Inc | -0.1% | -20.99% | 減碼 |
| 32 | DELL | Dell Technologies -c | -0.1% | +4.56% | 加碼 |
| 33 | PYPL | Paypal Holdings Inc | -0.2% | -24.64% | 減碼 |
| 34 | COST | Costco Wholesale CORP | -0.2% | -1.29% | 減碼 |
| 35 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | -6.05% | 減碼 |
| 36 | AMT | American Tower CORP | -0.2% | -26.55% | 減碼 |
| 37 | HD | Home Depot Inc | -0.2% | +4.03% | 加碼 |
| 38 | VZ | Verizon Communications Inc | -0.2% | -19.71% | 減碼 |
| 39 | NOW | Servicenow Inc | -0.2% | +390.64% | 加碼 |
| 40 | UNH | Unitedhealth Group Inc | -0.2% | -17.64% | 減碼 |
| 41 | GBTC | Grayscale Bitcoin Trust ETF | -0.3% | -1.67% | 減碼 |
| 42 | LEN-B | Lennar CORP - B Shs | -0.3% | -7.78% | 減碼 |
| 43 | ROP | Roper Technologies Inc | -0.3% | -32.99% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.3% | -0.43% | 減碼 |
| 45 | BX | Blackstone Inc | -0.4% | -12.18% | 減碼 |
| 46 | AZO | Autozone Inc | -0.4% | -0.11% | 減碼 |
| 47 | HCA | Hca Healthcare Inc | -0.7% | -73.32% | 減碼 |
| 48 | JMST | JPM Ultra-short Muni Income | — | NEW | 新建倉 |
| 49 | FISV | Fiserv Inc | — | EXIT | 清倉 |
| 50 | APD | Air Products & Chemicals Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Red Door Wealth Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$11.0億，共申報了 290 個公開持股部位。
在 Q4 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 (5.6%)、NVDA (5.1%)、AAPL (4.6%)。其中最大持股部位 SCHX 佔據整體投資組合約 5.6% 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
JMST
市值: US$74.9萬
本季最大獲利了結 / 清倉標的
FISV
前期市值: US$74.1萬
在 Q4 2025 季度中，Red Door Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 28 個部位、減碼 19 個部位以及清倉 2 個部位。 其中最大新建倉標的為 JMST。 本季清倉部位包含 FISV。
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。