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: 0001764049
申報總市值
US$13.1億
US$13.1億
293 檔
16.2%
截至 Q3 2025 季度末，SlateStone Wealth, LLC 的美股持倉估值約為 US$13.1億，全數申報部位共有 293 檔。
在 Q3 2025，SlateStone Wealth, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 26 個既有持股進行加碼（合計增持 30 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 AAPL, , MSFT）占據了總市值的 16.2%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 293 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 | 4.80% | -0.04% | -9.00% | |
| 2 | ✓ | 股票-其他 | 4.14% | — | -5.55% | ||
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.04% | -0.21% | -2.03% | |
| 4 | ✓ | 股票-其他 | 3.16% | — | +9.23% | ||
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.20% | +0.21% | +14.35% | |
| 6 | ✓ | 股票-其他 | 2.19% | — | -3.79% | ||
| 7 | ✓ | 股票-其他 | 2.11% | — | -0.51% | ||
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.08% | +0.04% | -0.84% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.95% | +0.06% | -11.97% | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 1.63% | +0.62% | -13.93% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | -0.05% | +7.50% | |
| 12 | APH | Amphenol Corp-cl A | 股票-科技 | 1.53% | +0.44% | — | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.49% | +0.09% | +14.09% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.45% | -0.23% | +0.78% | |
| 15 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.40% | -0.30% | +0.06% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.38% | -0.45% | +0.86% | |
| 17 | ✓ | 股票-其他 | 1.36% | — | +0.70% | ||
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.35% | -0.13% | +10.27% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.25% | +0.01% | -0.44% | |
| 20 | ✓ | 股票-其他 | 1.20% | — | -1.89% | ||
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.19% | -0.10% | -4.76% | |
| 22 | ✓ | 股票-其他 | 1.15% | — | -0.21% | ||
| 23 | ✓ | 股票-其他 | 1.11% | — | +2.33% | ||
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.10% | — | +0.01% | |
| 25 | ✓ | 股票-其他 | 1.10% | — | +0.48% | ||
| 26 | ✓ | 股票-其他 | 1.02% | — | -11.45% | ||
| 27 | ✓ | 股票-其他 | 1.01% | — | +1.61% | ||
| 28 | ADP | Automatic Data Processing | 股票-科技 | 1.01% | +0.02% | +1.01% | |
| 29 | ✓ | 股票-其他 | 1.00% | — | -5.26% | ||
| 30 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.98% | -0.09% | +2.44% | |
| 31 | ✓ | 股票-其他 | 0.98% | — | -4.96% | ||
| 32 | ✓ | 股票-其他 | 0.94% | — | -1.18% | ||
| 33 | ✓ | 股票-其他 | 0.93% | — | +9.73% | ||
| 34 | LHX | L3harris Technologies Inc | 股票-工業 | 0.92% | -0.19% | +0.06% | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.88% | -0.01% | +1.85% | |
| 36 | ✓ | 股票-其他 | 0.86% | — | +0.74% | ||
| 37 | ✓ | 股票-其他 | 0.86% | — | +0.12% | ||
| 38 | ✓ | 股票-其他 | 0.81% | — | +1.52% | ||
| 39 | ✓ | 股票-其他 | 0.78% | — | +6.79% | ||
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.77% | -0.17% | +2.07% | |
| 41 | ✓ | 股票-其他 | 0.75% | — | -8.89% | ||
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | +0.08% | +9.55% | |
| 43 | ✓ | 股票-其他 | 0.73% | — | -6.54% | ||
| 44 | ✓ | 股票-其他 | 0.73% | — | +0.60% | ||
| 45 | VMC | Vulcan Materials Co | 股票-原物料 | 0.67% | -0.02% | +0.97% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.67% | -0.06% | +1.61% | |
| 47 | ✓ | 股票-其他 | 0.66% | — | +1.37% | ||
| 48 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.65% | -0.13% | -5.03% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.64% | +0.01% | +0.07% | |
| 50 | ✓ | 股票-其他 | 0.62% | — | +1.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.2% | -5.55% | 減碼 | |
| 2 | APH | Amphenol Corp-cl A | +0.6% | — | 不變 |
| 3 | MSFT | Microsoft CORP | +0.6% | -2.03% | 減碼 |
| 4 | VXF | Vanguard Extended Market ETF | +0.6% | +14.35% | 加碼 |
| 5 | ✓ | +0.5% | +9.23% | 加碼 | |
| 6 | ✓ | +0.4% | -3.79% | 減碼 | |
| 7 | ✓ | +0.4% | -11.45% | 減碼 | |
| 8 | ✓ | +0.3% | -0.51% | 加碼 | |
| 9 | IWD | Ishares Russell 1000 Value E | +0.2% | +14.09% | 加碼 |
| 10 | ✓ | +0.2% | -1.18% | 減碼 | |
| 11 | ✓ | +0.2% | +8.78% | 加碼 | |
| 12 | LHX | L3harris Technologies Inc | +0.2% | +0.06% | 減碼 |
| 13 | ✓ | +0.2% | +9.73% | 加碼 | |
| 14 | ✓ | +0.2% | +1.90% | 加碼 | |
| 15 | URI | United Rentals Inc | +0.2% | +2.24% | 加碼 |
| 16 | ✓ | +0.2% | +1.27% | 加碼 | |
| 17 | CAT | Caterpillar Inc | +0.1% | -13.93% | 減碼 |
| 18 | ✓ | +0.1% | +0.60% | 減碼 | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +264.58% | 加碼 |
| 20 | ✓ | +0.1% | +6.79% | 加碼 | |
| 21 | QCOM | Qualcomm Inc | +0.1% | +13.95% | 加碼 |
| 22 | ✓ | +0.1% | +0.70% | 加碼 | |
| 23 | CMI | Cummins Inc | +0.1% | +41.69% | 加碼 |
| 24 | ✓ | +0.1% | +22.79% | 加碼 | |
| 25 | TOL | Toll Brothers Inc | +0.1% | +1.21% | 加碼 |
| 26 | ✓ | +0.1% | +58.79% | 加碼 | |
| 27 | C | Citigroup Inc | +0.1% | -0.83% | 加碼 |
| 28 | ✓ | +0.1% | -0.21% | 減碼 | |
| 29 | VMC | Vulcan Materials Co | +0.1% | +0.97% | 加碼 |
| 30 | IJR | Ishares Core S&p Small-cap E | +0.1% | +16.32% | 加碼 |
| 31 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +9.55% | 加碼 |
| 32 | RMD | Resmed Inc | +0.1% | +7.15% | 加碼 |
| 33 | AMZN | Amazon.com Inc | 0% | -0.84% | 加碼 |
| 34 | ✓ | 0% | -1.89% | 減碼 | |
| 35 | LMT | Lockheed Martin CORP | 0% | +2.07% | 加碼 |
| 36 | BND | Vanguard Total Bond Market | 0% | +10.27% | 加碼 |
| 37 | HD | Home Depot Inc | -0.1% | -0.44% | 減碼 |
| 38 | IWF | Ishares Russell 1000 Growth | -0.1% | -11.97% | 減碼 |
| 39 | ✓ | -0.2% | -21.78% | 減碼 | |
| 40 | ✓ | -0.3% | +1.37% | 加碼 | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | +0.78% | 減碼 |
| 42 | IGLB | Ishares 10+ Year Inv Gr CORP | -0.4% | -46.88% | 減碼 |
| 43 | ✓ | -0.6% | -42.23% | 減碼 | |
| 44 | AAPL | Apple Inc | -0.6% | -9.00% | 減碼 |
| 45 | ✓ | — | NEW | 新建倉 | |
| 46 | ✓ | — | NEW | 新建倉 | |
| 47 | ✓ | — | NEW | 新建倉 | |
| 48 | ✓ | — | NEW | 新建倉 | |
| 49 | LULU | Lululemon Athletica Inc | — | EXIT | 清倉 |
| 50 | ✓ | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，SlateStone Wealth, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$13.1億，共申報了 293 個公開持股部位。
在 Q3 2025 季度，SlateStone Wealth, LLC 按市值排列的前三大核心持股分別為：AAPL (4.8%)、 (4.1%)、MSFT (4.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.8% 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
市值: US$450.8萬
本季最大獲利了結 / 清倉標的
LULU
前期市值: US$136.9萬
在 Q3 2025 季度中，SlateStone Wealth, LLC 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 26 個部位、減碼 17 個部位以及清倉 2 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 LULU。
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。