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: 0001599016
申報總市值
US$3.7億
US$3.7億
52 檔
28.9%
Q2 2025 季度申報顯示，Rench Wealth Management, Inc. 揭露的美股組合總市值為 US$3.7億，涵蓋 52 個不同之權益投資部位。
在 Q2 2025，Rench Wealth Management, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 3 個新部位，並對 39 個既有持股進行加碼（合計增持 42 檔），相較減碼與清倉部位顯著佔優。
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 28.9%，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 | 10.71% | -1.00% | -1.36% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.70% | -0.51% | -0.55% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.03% | +0.04% | +0.52% | |
| 4 | AJG | Arthur J Gallagher & Co | 股票-金融 | 5.01% | -0.14% | +0.64% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.62% | -0.07% | -0.09% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.69% | +0.07% | +1.24% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.23% | +0.38% | +2.48% | |
| 8 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.90% | -0.44% | -1.38% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.80% | -0.23% | +0.56% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.73% | -0.29% | +0.71% | |
| 11 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.57% | -0.46% | +1.29% | |
| 12 | LRCX | Lam Research CORP | 股票-科技 | 2.56% | +2.41% | +0.44% | |
| 13 | PAYX | Paychex Inc | 股票-科技 | 2.54% | -0.06% | -0.16% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.40% | -0.38% | +1.77% | |
| 15 | LHX | L3harris Technologies Inc | 股票-工業 | 2.30% | -0.71% | +0.19% | |
| 16 | FAST | Fastenal Co | 股票-工業 | 2.20% | -0.18% | +102.83% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 2.18% | -0.14% | +1.16% | |
| 18 | INTU | Intuit Inc | 股票-科技 | 2.04% | +0.05% | +6.72% | |
| 19 | RSG | Republic Services Inc | 股票-工業 | 2.02% | -0.24% | +2.52% | |
| 20 | MCHP | Microchip Technology Inc | 股票-科技 | 2.00% | +0.48% | +7.79% | |
| 21 | ETR | Entergy CORP | 股票-公用事業 | 1.96% | -0.22% | -0.31% | |
| 22 | AMAT | Applied Materials Inc | 股票-科技 | 1.93% | +1.97% | +0.65% | |
| 23 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 1.84% | -0.43% | +2.54% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.72% | -0.73% | +2.07% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.64% | -0.31% | +1.86% | |
| 26 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 1.60% | -1.15% | EXIT | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 1.59% | +0.56% | +0.76% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.48% | -0.59% | +3.21% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.39% | -0.23% | +2.49% | |
| 30 | BA | Boeing Co/the | 股票-工業 | 1.37% | -0.04% | +1.59% | |
| 31 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.35% | -0.29% | +1.31% | |
| 32 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.33% | +0.13% | +6.60% | |
| 33 | SO | Southern Co/the | 股票-公用事業 | 1.30% | -0.14% | +0.67% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.25% | +0.34% | +12.43% | |
| 35 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 1.24% | -0.12% | +1.21% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.13% | -0.07% | +2.92% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工業 | 1.05% | -0.03% | +2.85% | |
| 38 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.65% | +0.11% | +18.39% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.28% | -0.01% | -50.63% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.24% | -0.04% | -0.67% | |
| 41 | ASML | ASML Holding N.V. | 股票-科技 | 0.24% | +0.18% | +33.00% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.22% | +0.01% | +0.04% | |
| 43 | ECL | Ecolab Inc | 股票-原物料 | 0.19% | -0.01% | +0.27% | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.11% | -0.02% | +0.46% | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.11% | — | — | |
| 46 | SMPL | Simply Good Foods Co/the | 股票-其他 | 0.10% | — | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.08% | +0.02% | +9.20% | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.08% | -0.02% | +0.26% | |
| 49 | T | At&t Inc | 股票-通訊服務 | 0.08% | -0.06% | +0.71% | |
| 50 | APP | Applovin Corp-class A | 股票-科技 | 0.07% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.6% | -1.36% | 減碼 |
| 2 | MSFT | Microsoft CORP | +1.3% | -0.55% | 減碼 |
| 3 | MCHP | Microchip Technology Inc | +0.6% | +7.79% | 加碼 |
| 4 | LRCX | Lam Research CORP | +0.5% | +0.44% | 加碼 |
| 5 | INTU | Intuit Inc | +0.4% | +6.72% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | -0.09% | 減碼 |
| 7 | AMAT | Applied Materials Inc | +0.3% | +0.65% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +1.24% | 加碼 |
| 9 | LHX | L3harris Technologies Inc | +0.2% | +0.19% | 加碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +2.48% | 加碼 |
| 11 | BA | Boeing Co/the | +0.2% | +1.59% | 加碼 |
| 12 | ASML | ASML Holding N.V. | +0.1% | +33.00% | 加碼 |
| 13 | APP | Applovin Corp-class A | +0.1% | NEW | 新建倉 |
| 14 | AVGO | Broadcom Inc | +0.1% | NEW | 新建倉 |
| 15 | GE | General Electric | +0.1% | NEW | 新建倉 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +0.76% | 加碼 |
| 17 | DHI | Dr Horton Inc | +0.1% | +18.39% | 加碼 |
| 18 | ISRG | Intuitive Surgical Inc | 0% | +1.29% | 加碼 |
| 19 | FAST | Fastenal Co | 0% | +102.83% | 加碼 |
| 20 | IBM | Intl Business Machines CORP | 0% | +0.04% | 加碼 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | 0% | +9.20% | 加碼 |
| 22 | ECL | Ecolab Inc | — | +0.27% | 加碼 |
| 23 | WMT | Walmart Inc | — | +0.46% | 加碼 |
| 24 | IWS | Ishares Russell Mid-cap Valu | — | — | 不變 |
| 25 | T | At&t Inc | — | +0.71% | 加碼 |
| 26 | PEP | Pepsico Inc | 0% | +0.26% | 加碼 |
| 27 | SMPL | Simply Good Foods Co/the | 0% | — | 不變 |
| 28 | SCHD | Schwab US Dvd Equity ETF | 0% | -0.67% | 減碼 |
| 29 | COST | Costco Wholesale CORP | -0.1% | +1.77% | 加碼 |
| 30 | PEG | Public Service Enterprise Gp | -0.1% | +1.21% | 加碼 |
| 31 | RSG | Republic Services Inc | -0.1% | +2.52% | 加碼 |
| 32 | SO | Southern Co/the | -0.1% | +0.67% | 加碼 |
| 33 | MA | Mastercard Inc - A | -0.1% | +1.16% | 加碼 |
| 34 | BAH | Booz Allen Hamilton Holdings | -0.1% | +2.54% | 加碼 |
| 35 | DPZ | Domino's Pizza Inc | -0.1% | +1.87% | 加碼 |
| 36 | NEE | Nextera Energy Inc | -0.2% | +1.86% | 加碼 |
| 37 | LOW | Lowe's Cos Inc | -0.2% | +2.49% | 加碼 |
| 38 | UPS | United Parcel Service-cl B | -0.2% | +2.85% | 加碼 |
| 39 | VZ | Verizon Communications Inc | -0.2% | +1.31% | 加碼 |
| 40 | ELV | Elevance Health Inc | -0.2% | +6.60% | 加碼 |
| 41 | MRK | Merck & Co. Inc. | -0.2% | +2.92% | 加碼 |
| 42 | ABT | Abbott Laboratories | -0.2% | -1.38% | 減碼 |
| 43 | ETR | Entergy CORP | -0.3% | -0.31% | 減碼 |
| 44 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -50.63% | 減碼 |
| 45 | XOM | Exxon Mobil CORP | -0.3% | +2.07% | 加碼 |
| 46 | CVX | Chevron CORP | -0.4% | +3.21% | 加碼 |
| 47 | PAYX | Paychex Inc | -0.4% | -0.16% | 減碼 |
| 48 | PG | Procter & Gamble Co/the | -0.5% | +0.56% | 加碼 |
| 49 | JNJ | Johnson & Johnson | -0.5% | +0.71% | 加碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.8% | +12.43% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Rench Wealth Management, Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$3.7億，共申報了 52 個公開持股部位。
在 Q2 2025 季度，Rench Wealth Management, Inc. 按市值排列的前三大核心持股分別為：NVDA (10.7%)、MSFT (7.7%)、AAPL (6.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 10.7% 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
APP
市值: US$22.5萬
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$2353.3萬
在 Q2 2025 季度中，Rench Wealth Management, Inc. 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 39 個部位、減碼 8 個部位以及清倉 0 個部位。 其中最大新建倉標的為 APP。
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。