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: 0001963839
申報總市值
—
US$2.4億
187 檔
24.3%
Redwood Wealth Management Group, LLC 在 Q4 2025 季度的美股部位總計估值為 US$2.4億，分散於 187 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q4 2025 的資金脈絡，Redwood Wealth Management Group, LLC 在獲利結算 8 檔個股的同時，將資本重新部署至 16 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 SWVXX, SNVXX, BPTRX）累計市值佔比達 24.3%，是驅動 Redwood Wealth Management Group, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 8.54% | -9.63% | EXIT | |
| 2 | SNVXX | Schwab Govt Mny Fnd-inv | 股票-其他 | 5.97% | -6.75% | EXIT | |
| 3 | BPTRX | Baron Partners Fund-rtl | 股票-其他 | 4.81% | -6.01% | EXIT | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.50% | -2.33% | EXIT | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | -1.98% | EXIT | |
| 6 | ✓ | Hon Hai Precision Co | 股票-其他 | 2.39% | -1.92% | EXIT | |
| 7 | IBM | Intl Business Machines CORP | 股票-科技 | 2.37% | -1.99% | EXIT | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.27% | -2.10% | EXIT | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.26% | -2.13% | EXIT | |
| 10 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 2.13% | -2.04% | EXIT | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.87% | -1.78% | EXIT | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.76% | -1.72% | EXIT | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.75% | -1.72% | EXIT | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.74% | -1.64% | EXIT | |
| 15 | FGSIX | Fed Her Mdt Mid Cap Grwth-in | 股票-其他 | 1.67% | -1.55% | EXIT | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.60% | -1.42% | EXIT | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.54% | -1.51% | EXIT | |
| 18 | FAGCX | Fidelity Adv Grwth Opprt-i | 股票-其他 | 1.42% | -1.28% | EXIT | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.40% | -1.43% | EXIT | |
| 20 | MDIJX | Mfs Intl Diversificat-i | 股票-其他 | 1.26% | -1.29% | EXIT | |
| 21 | SNAXX | Schwa Prime Adv Money Fd-ult | 股票-其他 | 1.16% | -1.01% | EXIT | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.15% | -0.96% | EXIT | |
| 23 | ET | Energy Transfer LP | 股票-能源 | 1.14% | -1.35% | EXIT | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.09% | -0.93% | EXIT | |
| 25 | LBNYX | Lord Abbett Bnd Debentur-i | 股票-其他 | 1.06% | -1.07% | EXIT | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | -1.52% | EXIT | |
| 27 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.03% | -1.29% | EXIT | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.95% | -0.83% | EXIT | |
| 29 | ✓ | Columbia Div Income Cl R5 | 股票-其他 | 0.93% | -0.99% | EXIT | |
| 30 | MU | Micron Technology Inc | 股票-科技 | 0.86% | -1.09% | EXIT | |
| 31 | GIBLX | Guggenheim Tot Ret Bnd-p | 股票-其他 | 0.80% | -0.77% | EXIT | |
| 32 | VDIGX | Vanguard Dividend Growth-inv | 股票-其他 | 0.78% | -0.70% | EXIT | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.76% | -0.80% | EXIT | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.75% | -0.79% | EXIT | |
| 35 | VWILX | Vanguard Intl Growth-adm | 股票-其他 | 0.75% | -0.72% | EXIT | |
| 36 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.74% | -0.74% | EXIT | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | -0.58% | EXIT | |
| 38 | FIXIX | Fidelity Adv Intl Sm Cap-i | 股票-其他 | 0.72% | -0.71% | EXIT | |
| 39 | LCRDX | Lord Abbett Credit Opp-inst | 股票-其他 | 0.72% | -0.73% | EXIT | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.72% | -0.76% | EXIT | |
| 41 | VSIAX | Vanguard S/c Val Indx-adm | 股票-其他 | 0.70% | -0.74% | EXIT | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.70% | -0.72% | EXIT | |
| 43 | MRVL | Marvell Technology Inc | 股票-科技 | 0.69% | -0.88% | EXIT | |
| 44 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.57% | -0.67% | EXIT | |
| 45 | ZETA | Zeta Global Holdings Corp-a | 股票-科技 | 0.52% | -0.44% | EXIT | |
| 46 | HYMIX | Lord Abbett H/i Muni Bnd-i | 股票-其他 | 0.50% | -0.55% | EXIT | |
| 47 | S | Sentinelone Inc -class A | 股票-科技 | 0.49% | -0.42% | EXIT | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.47% | -0.60% | EXIT | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.46% | -0.49% | EXIT | |
| 50 | RSIGX | Victory Rs International-y | 股票-其他 | 0.46% | -0.46% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BPTRX | Baron Partners Fund-rtl | +0.9% | +6.95% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | -0.32% | 減碼 |
| 3 | MU | Micron Technology Inc | +0.4% | +1.76% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -4.17% | 減碼 |
| 5 | LLY | Eli Lilly & Co | +0.3% | -0.25% | 減碼 |
| 6 | IOT | Samsara Inc-cl A | +0.2% | +116.47% | 加碼 |
| 7 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +21.65% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +5.81% | 加碼 |
| 9 | SLV | Ishares Silver Trust | +0.2% | — | 不變 |
| 10 | REGN | Regeneron Pharmaceuticals | +0.1% | +49.21% | 加碼 |
| 11 | AMD | Advanced Micro Devices | +0.1% | +1.31% | 加碼 |
| 12 | MRK | Merck & Co. Inc. | +0.1% | -1.74% | 減碼 |
| 13 | HYPD | Hyperion Defi Inc | -0.1% | +102.28% | 加碼 |
| 14 | BRBR | Bellring Brands Inc | -0.1% | -30.88% | 減碼 |
| 15 | GOOG | Alphabet Inc. | -0.1% | -28.70% | 減碼 |
| 16 | VDIGX | Vanguard Dividend Growth-inv | -0.1% | +0.28% | 加碼 |
| 17 | SMCI | Super Micro Computer Inc | -0.1% | -20.85% | 減碼 |
| 18 | LCRDX | Lord Abbett Credit Opp-inst | -0.1% | -9.57% | 減碼 |
| 19 | ET | Energy Transfer LP | -0.1% | -4.93% | 減碼 |
| 20 | VZ | Verizon Communications Inc | -0.2% | -32.21% | 減碼 |
| 21 | GRNY | Fundstr Gran Sh US Lrg Cap | -0.2% | -4.93% | 減碼 |
| 22 | S | Sentinelone Inc -class A | -0.2% | -16.20% | 減碼 |
| 23 | MSFT | Microsoft CORP | -0.2% | -0.93% | 減碼 |
| 24 | SNVXX | Schwab Govt Mny Fnd-inv | -0.2% | -2.44% | 減碼 |
| 25 | WGMI | Coinshares Bitcoin Mining Et | -0.7% | -60.77% | 減碼 |
| 26 | SWVXX | Schwa Prime Adv Money Fd-inv | -0.7% | -6.44% | 減碼 |
| 27 | BMNR | Bitmine Immersion Technologi | — | NEW | 新建倉 |
| 28 | LGLIX | Lord Abbett Grwth Ldrs-i | — | EXIT | 清倉 |
| 29 | RIOT | Riot Platforms Inc | — | EXIT | 清倉 |
| 30 | APLD | Applied Digital CORP | — | NEW | 新建倉 |
| 31 | FSSL | Fs Specialty Lending Fund | — | NEW | 新建倉 |
| 32 | GLXY | Galaxy Digital Inc-a | — | NEW | 新建倉 |
| 33 | BNR | Burning Rock Biotech Ltd-adr | — | NEW | 新建倉 |
| 34 | T 3.875 01-15-26債券 | US Treasury N/b | — | NEW | 新建倉 |
| 35 | ALAB | Astera Labs Inc | — | NEW | 新建倉 |
| 36 | SQM | Quimica Y Minera Chil-sp Adr | — | NEW | 新建倉 |
| 37 | ETHE | Grayscale Ethereum Staking E | — | EXIT | 清倉 |
| 38 | T 4.125 06-15-26債券 | US Treasury N/b | — | NEW | 新建倉 |
| 39 | GEV | GE Vernova Inc | — | NEW | 新建倉 |
| 40 | RGNX | Regenxbio Inc | — | NEW | 新建倉 |
| 41 | TSHA | Taysha Gene Therapies Inc | — | NEW | 新建倉 |
| 42 | UMC | United Microelectron-sp Adr | — | EXIT | 清倉 |
| 43 | VICR | Vicor CORP | — | NEW | 新建倉 |
| 44 | BAC 4.8 04-20-26債券 | Bank Of America NA | — | NEW | 新建倉 |
| 45 | TTD | Trade Desk Inc/the -class A | — | EXIT | 清倉 |
| 46 | EEIIX | Eaton Vance Emr Mrk Lcl-i | — | EXIT | 清倉 |
| 47 | MS 4.5 08-07-26 0002債券 | Morgan Stanley Pvt Bank | — | NEW | 新建倉 |
| 48 | RBLX | Roblox CORP -class A | — | EXIT | 清倉 |
| 49 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建倉 |
| 50 | MO | Altria Group Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Redwood Wealth Management Group, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.4億，共申報了 187 個公開持股部位。
在 Q4 2025 季度，Redwood Wealth Management Group, LLC 按市值排列的前三大核心持股分別為：SWVXX (8.5%)、SNVXX (6.0%)、BPTRX (4.8%)。其中最大持股部位 SWVXX 佔據整體投資組合約 8.5% 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
BMNR
市值: US$79.0萬
本季最大獲利了結 / 清倉標的
LGLIX
前期市值: US$70.1萬
在 Q4 2025 季度中，Redwood Wealth Management Group, LLC 共進行了 49 項持倉異動，包含新建倉 16 個部位、加碼 9 個部位、減碼 16 個部位以及清倉 8 個部位。 其中最大新建倉標的為 BMNR。 本季清倉部位包含 LGLIX。
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。