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。
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CIK: 0001482012
申報總市值
US$23.0億
US$23.0億
255 檔
19.0%
在 Q2 2025 的 13F 官方備案中，Smith Salley Wealth Management 管理的美股投資組合規模來到 US$23.0億，整體持股檔數為 255 檔。
Q2 2025 數據顯示 Smith Salley Wealth Management 積極進場，新開立 1 個部位並同步加碼 46 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 NVDA, MSFT, AAPL）累計市值佔比達 19.0%，是驅動 Smith Salley Wealth Management 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 255 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 | NVDA | Nvidia CORP | 股票-科技 | 7.29% | -0.04% | +21.15% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.50% | -0.54% | +2.17% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.83% | -0.13% | +2.10% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.34% | -0.19% | +2.91% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.28% | -0.34% | +3.32% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.84% | -0.07% | +2.36% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.83% | -0.26% | +2.52% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.72% | +0.25% | +3.25% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.36% | -0.04% | +3.02% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.95% | -0.43% | +2.90% | |
| 11 | RTX | Rtx CORP | 股票-工業 | 1.84% | -0.32% | +3.64% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.67% | -0.16% | +3.52% | |
| 13 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.66% | -0.32% | +2.41% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.65% | -0.02% | +2.04% | |
| 15 | BN | Brookfield CORP | 股票-金融 | 1.58% | -0.14% | +2.16% | |
| 16 | ADI | Analog Devices Inc | 股票-科技 | 1.48% | — | +2.88% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.44% | -0.14% | +2.42% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.43% | -0.24% | +2.76% | |
| 19 | LIN | Linde plc | 股票-原物料 | 1.40% | -0.13% | +3.57% | |
| 20 | AME | Ametek Inc | 股票-工業 | 1.39% | -0.01% | +2.20% | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 1.38% | +0.57% | +3.41% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.36% | -0.31% | +3.29% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.34% | -0.19% | +2.54% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.30% | +0.72% | -0.37% | |
| 25 | MRVL | Marvell Technology Inc | 股票-科技 | 1.27% | -0.05% | +27.66% | |
| 26 | ROP | Roper Technologies Inc | 股票-科技 | 1.18% | -0.12% | +2.27% | |
| 27 | SPGI | S&p Global Inc | 股票-金融 | 1.17% | -0.15% | +2.79% | |
| 28 | ANET | Arista Networks Inc | 股票-科技 | 1.09% | +0.28% | +4.97% | |
| 29 | MKL | Markel Group Inc | 股票-金融 | 1.08% | -0.10% | +1.80% | |
| 30 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.07% | +0.05% | +2.40% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.05% | -0.39% | +1.48% | |
| 32 | UNP | Union Pacific CORP | 股票-工業 | 1.03% | -0.03% | +2.82% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.97% | -0.24% | +1.55% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.97% | -0.56% | EXIT | |
| 35 | CW | Curtiss-wright CORP | 股票-工業 | 0.92% | -0.04% | +3.57% | |
| 36 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.90% | -0.20% | +2.07% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | +0.23% | +3.69% | |
| 38 | MDT | Medtronic plc | 股票-醫療保健 | 0.82% | -0.16% | -9.71% | |
| 39 | PNC | Pnc Financial Services Group | 股票-金融 | 0.81% | +0.04% | +3.11% | |
| 40 | MBB | Ishares Mbs ETF | ETF-其他 | 0.77% | -0.32% | +23.11% | |
| 41 | TDG | Transdigm Group Inc | 股票-工業 | 0.72% | +0.06% | +3.29% | |
| 42 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.71% | +0.09% | +3.19% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.71% | -0.02% | +1.13% | |
| 44 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.68% | — | +4.38% | |
| 45 | NOC | Northrop Grumman CORP | 股票-工業 | 0.63% | -0.26% | +1.90% | |
| 46 | XYL | Xylem Inc | 股票-工業 | 0.62% | -0.08% | +1.86% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | -0.03% | +0.87% | |
| 48 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.52% | +0.08% | +0.52% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.51% | -0.10% | +1.03% | |
| 50 | CHE | Chemed CORP | 股票-醫療保健 | 0.49% | — | +2.31% |
| # | 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% | +21.15% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.1% | +2.17% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.5% | +3.32% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.4% | -0.37% | 減碼 |
| 5 | MRVL | Marvell Technology Inc | +0.4% | +27.66% | 加碼 |
| 6 | CW | Curtiss-wright CORP | +0.3% | +3.57% | 加碼 |
| 7 | ANET | Arista Networks Inc | +0.2% | +4.97% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +2.36% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +2.91% | 加碼 |
| 10 | ASML | ASML Holding N.V. | +0.1% | +3.41% | 加碼 |
| 11 | SYK | Stryker CORP | +0.1% | NEW | 新建倉 |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +55.75% | 加碼 |
| 13 | ADI | Analog Devices Inc | +0.1% | +2.88% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +3.25% | 加碼 |
| 15 | BN | Brookfield CORP | +0.1% | +2.16% | 加碼 |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | +10.11% | 加碼 |
| 17 | MBB | Ishares Mbs ETF | +0.1% | +23.11% | 加碼 |
| 18 | ETN | Eaton Corporation plc | +0.1% | +3.65% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.1% | +21.22% | 加碼 |
| 20 | NXPI | NXP Semiconductors N.V. | +0.1% | +2.40% | 加碼 |
| 21 | CASY | Casey's General Stores Inc | +0.1% | +2.07% | 加碼 |
| 22 | MELI | Mercadolibre Inc | +0.1% | +6.66% | 加碼 |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | +3.69% | 加碼 |
| 24 | FTEC | Fidelity Msci Info Tech Indx | 0% | +0.52% | 加碼 |
| 25 | WMT | Walmart Inc | 0% | +7.71% | 加碼 |
| 26 | RTX | Rtx CORP | 0% | +3.64% | 加碼 |
| 27 | TDG | Transdigm Group Inc | 0% | +3.29% | 加碼 |
| 28 | BAM | Brookfield Asset Mgmt-a | 0% | +3.51% | 加碼 |
| 29 | XYL | Xylem Inc | 0% | +1.86% | 加碼 |
| 30 | PNC | Pnc Financial Services Group | 0% | +3.11% | 加碼 |
| 31 | MKL | Markel Group Inc | 0% | +1.80% | 加碼 |
| 32 | AME | Ametek Inc | -0.1% | +2.20% | 加碼 |
| 33 | SPGI | S&p Global Inc | -0.1% | +2.79% | 加碼 |
| 34 | ABT | Abbott Laboratories | -0.1% | +2.76% | 加碼 |
| 35 | MA | Mastercard Inc - A | -0.1% | +3.52% | 加碼 |
| 36 | LIN | Linde plc | -0.1% | +3.57% | 加碼 |
| 37 | ELV | Elevance Health Inc | -0.2% | +3.19% | 加碼 |
| 38 | TJX | Tjx Companies Inc | -0.2% | +2.90% | 加碼 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | +1.13% | 加碼 |
| 40 | CHE | Chemed CORP | -0.2% | +2.31% | 加碼 |
| 41 | V | Visa Inc-class A Shares | -0.2% | +3.02% | 加碼 |
| 42 | MDT | Medtronic plc | -0.2% | -9.71% | 減碼 |
| 43 | PEP | Pepsico Inc | -0.3% | +1.55% | 加碼 |
| 44 | PG | Procter & Gamble Co/the | -0.3% | +2.42% | 加碼 |
| 45 | IEF | Ishares 7-10 Year Treasury B | -0.3% | EXIT | 清倉 |
| 46 | CVX | Chevron CORP | -0.3% | +1.48% | 加碼 |
| 47 | ABBV | Abbvie Inc | -0.4% | +2.04% | 加碼 |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.5% | +2.54% | 加碼 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | +2.52% | 加碼 |
| 50 | AAPL | Apple Inc | -1% | +2.10% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Smith Salley Wealth Management 在 Q2 2025 季度的美股持倉總市值約為 US$23.0億，共申報了 255 個公開持股部位。
在 Q2 2025 季度，Smith Salley Wealth Management 按市值排列的前三大核心持股分別為：NVDA (7.3%)、MSFT (6.5%)、AAPL (4.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.3% 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
SYK
市值: US$204.5萬
本季最大獲利了結 / 清倉標的
IEF
前期市值: US$438.5萬
在 Q2 2025 季度中，Smith Salley Wealth Management 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 46 個部位、減碼 2 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SYK。 本季清倉部位包含 IEF。
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。