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: 0001642570
申報總市值
US$9.6億
US$9.6億
208 檔
21.7%
在 Q4 2025 的 13F 官方備案中，River Wealth Advisors LLC 管理的美股投資組合規模來到 US$9.6億，整體持股檔數為 208 檔。
River Wealth Advisors LLC 於 Q4 2025 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 34 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。
從部位權重觀察，前 5 大標的（包含 AAPL, IWR, NVDA）累計市值佔比達 21.7%，是驅動 River Wealth Advisors 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 208 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 | AAPL | Apple Inc | 股票-科技 | 5.67% | +0.32% | -0.03% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 4.64% | +0.32% | +4.53% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.53% | +0.34% | -1.10% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.40% | -0.14% | -0.95% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.98% | +0.14% | +0.28% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.75% | +0.55% | -3.39% | |
| 7 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 3.03% | +0.18% | +5.01% | |
| 8 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 2.88% | +0.29% | +5.83% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.49% | +0.04% | +2.01% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.38% | +0.18% | -0.48% | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 2.35% | +0.20% | +0.48% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.23% | +0.21% | +4.19% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.08% | +0.08% | +3.07% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.05% | +0.21% | +0.50% | |
| 15 | ACN | Accenture plc | 股票-科技 | 2.03% | -1.71% | +12.51% | |
| 16 | COR | Cencora Inc | 股票-醫療保健 | 1.66% | -0.28% | +2.36% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.60% | +0.10% | +9.93% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.53% | +0.22% | +2.84% | |
| 19 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.50% | -1.52% | +2.45% | |
| 20 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.34% | +0.22% | +8.35% | |
| 21 | ETN | Eaton Corporation plc | 股票-工業 | 1.31% | +0.13% | +10.29% | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.29% | -0.07% | +7.63% | |
| 23 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.25% | -0.18% | +8.65% | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.11% | -0.01% | +14.54% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.10% | +0.26% | +3.12% | |
| 26 | LRCX | Lam Research CORP | 股票-科技 | 1.04% | +1.27% | -6.52% | |
| 27 | BLK | Blackrock Inc | 股票-金融 | 0.99% | -0.08% | +14.70% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.99% | -0.70% | EXIT | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.99% | -0.21% | +18.28% | |
| 30 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.89% | -0.78% | +18.60% | |
| 31 | SYK | Stryker CORP | 股票-醫療保健 | 0.89% | -0.06% | +14.56% | |
| 32 | NOW | Servicenow Inc | 股票-科技 | 0.79% | -0.07% | +523.06% | |
| 33 | WMT | Walmart Inc | 股票-非循環性消費 | 0.79% | -0.14% | +14.29% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.77% | -0.06% | -1.58% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | +0.07% | +3.68% | |
| 36 | WM | Waste Management Inc | 股票-工業 | 0.75% | -0.10% | +11.44% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.71% | -0.05% | -0.69% | |
| 38 | CEG | Constellation Energy | 股票-公用事業 | 0.70% | -0.12% | +7.17% | |
| 39 | DE | Deere & Co | 股票-工業 | 0.68% | — | +0.36% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.67% | -0.13% | -4.27% | |
| 41 | TT | Trane Technologies plc | 股票-工業 | 0.63% | +0.04% | -5.66% | |
| 42 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.61% | -0.11% | -6.65% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.61% | -0.18% | +2.72% | |
| 44 | CSL | Carlisle Cos Inc | 股票-工業 | 0.57% | -0.02% | -5.64% | |
| 45 | TTEK | Tetra Tech Inc | 股票-工業 | 0.55% | -0.11% | -2.08% | |
| 46 | TRGP | Targa Resources CORP | 股票-能源 | 0.54% | -0.01% | -5.03% | |
| 47 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.52% | -0.02% | +8.13% | |
| 48 | AMGN | Amgen Inc | 股票-醫療保健 | 0.50% | -0.04% | +1.05% | |
| 49 | COF | Capital One Financial CORP | 股票-金融 | 0.50% | -0.01% | -5.94% | |
| 50 | CAT | Caterpillar Inc | 股票-工業 | 0.49% | +0.32% | +22.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -3.39% | 減碼 |
| 2 | LLY | Eli Lilly & Co | +0.4% | +2.84% | 加碼 |
| 3 | MRK | Merck & Co. Inc. | +0.3% | +14.54% | 加碼 |
| 4 | ACN | Accenture plc | +0.3% | +12.51% | 加碼 |
| 5 | BAC | Bank Of America CORP | +0.2% | +9.93% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +3.68% | 加碼 |
| 7 | CB | Chubb Limited | +0.2% | +7.63% | 加碼 |
| 8 | PEP | Pepsico Inc | +0.1% | +18.28% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.1% | -6.52% | 減碼 |
| 10 | CAT | Caterpillar Inc | +0.1% | +22.95% | 加碼 |
| 11 | AAPL | Apple Inc | +0.1% | -0.03% | 減碼 |
| 12 | FCX | Freeport-mcmoran Inc | +0.1% | +8.13% | 加碼 |
| 13 | TJX | Tjx Companies Inc | +0.1% | +8.65% | 加碼 |
| 14 | WMT | Walmart Inc | +0.1% | +14.29% | 加碼 |
| 15 | AMZN | Amazon.com Inc | +0.1% | +4.19% | 加碼 |
| 16 | COR | Cencora Inc | +0.1% | +2.36% | 加碼 |
| 17 | CRM | Salesforce Inc | +0.1% | +1.11% | 加碼 |
| 18 | CCJ | Cameco CORP | +0.1% | +15.46% | 加碼 |
| 19 | PNC | Pnc Financial Services Group | +0.1% | +25.88% | 加碼 |
| 20 | AVGO | Broadcom Inc | +0.1% | +71.58% | 加碼 |
| 21 | CMG | Chipotle Mexican Grill Inc | +0.1% | +18.60% | 加碼 |
| 22 | CEG | Constellation Energy | +0.1% | +7.17% | 加碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +14.50% | 加碼 |
| 24 | PEG | Public Service Enterprise Gp | +0.1% | +32.67% | 加碼 |
| 25 | SMLF | Ishares US Smallcap Equity F | +0.1% | +5.01% | 加碼 |
| 26 | AMGN | Amgen Inc | +0.1% | +1.05% | 加碼 |
| 27 | TTWO | Take-two Interactive Softwre | 0% | +8.35% | 加碼 |
| 28 | WM | Waste Management Inc | 0% | +11.44% | 加碼 |
| 29 | SYK | Stryker CORP | 0% | +14.56% | 加碼 |
| 30 | V | Visa Inc-class A Shares | 0% | +3.07% | 加碼 |
| 31 | JPM | Jpmorgan Chase & Co | — | +2.01% | 加碼 |
| 32 | IWR | Ishares Russell Mid-cap ETF | 0% | +4.53% | 加碼 |
| 33 | XSMO | Invesco S&p Smallcap Momentu | 0% | +5.83% | 加碼 |
| 34 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.50% | 加碼 |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.28% | 加碼 |
| 36 | MRSH | Marsh & Mclennan Cos | -0.1% | -19.77% | 減碼 |
| 37 | APD | Air Products & Chemicals Inc | -0.1% | -13.66% | 減碼 |
| 38 | TT | Trane Technologies plc | -0.1% | -5.66% | 減碼 |
| 39 | COST | Costco Wholesale CORP | -0.1% | -4.27% | 減碼 |
| 40 | ETN | Eaton Corporation plc | -0.1% | +10.29% | 加碼 |
| 41 | FITB | Fifth Third Bancorp | -0.2% | -80.73% | 減碼 |
| 42 | TMUS | T-mobile US Inc | -0.3% | +2.45% | 加碼 |
| 43 | ORCL | Oracle CORP | -0.4% | -1.58% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.6% | -0.95% | 減碼 |
| 45 | MDLZ | Mondelez International Inc-a | — | EXIT | 清倉 |
| 46 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | 清倉 |
| 47 | TFC | Truist Financial CORP | — | EXIT | 清倉 |
| 48 | UL | Unilever PLC | — | EXIT | 清倉 |
| 49 | BA | Boeing Co/the | — | NEW | 新建倉 |
| 50 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，River Wealth Advisors LLC 在 Q4 2025 季度的美股持倉總市值約為 US$9.6億，共申報了 208 個公開持股部位。
在 Q4 2025 季度，River Wealth Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (5.7%)、IWR (4.6%)、NVDA (4.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.7% 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
BA
市值: US$82.8萬
本季最大獲利了結 / 清倉標的
MDLZ
前期市值: US$163.1萬
在 Q4 2025 季度中，River Wealth Advisors LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 34 個部位、減碼 10 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BA。 本季清倉部位包含 MDLZ。
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。