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: 0001906613
申報總市值
US$5.7億
US$5.7億
83 檔
25.5%
Solidarity Wealth, LLC 在 Q2 2025 季度的美股部位總計估值為 US$5.7億，分散於 83 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q2 2025 申報觀察，Solidarity Wealth, LLC 採取防禦導向的調倉策略，本季減碼 19 檔個股並出清 9 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, AMZN）累計市值佔比達 25.5%，是驅動 Solidarity Wealth, 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 | AAPL | Apple Inc | 股票-科技 | 9.30% | -0.76% | -0.09% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.08% | -0.54% | -0.85% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.68% | +0.07% | -2.58% | |
| 4 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 6.04% | -0.79% | -0.82% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.14% | -0.20% | +32.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.41% | +0.56% | +0.12% | |
| 7 | NRP | Natural Resource Partners LP | 股票-其他 | 4.16% | -1.06% | +12.95% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 3.72% | +0.12% | -3.94% | |
| 9 | FICO | Fair Isaac CORP | 股票-科技 | 3.39% | +0.26% | +57.70% | |
| 10 | AZO | Autozone Inc | 股票-循環性消費 | 3.30% | -0.42% | -1.89% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 3.17% | -0.13% | +43.06% | |
| 12 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.99% | -0.31% | +1382.55% | |
| 13 | MKL | Markel Group Inc | 股票-金融 | 2.65% | -0.15% | +0.57% | |
| 14 | ASML | ASML Holding N.V. | 股票-科技 | 2.61% | +0.45% | +37.18% | |
| 15 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.30% | +0.80% | -3.85% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.08% | -1.96% | -19.62% | |
| 17 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.03% | -0.10% | -12.69% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 2.03% | -0.03% | -1.58% | |
| 19 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.78% | -0.09% | +9.80% | |
| 20 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.77% | -0.05% | -0.62% | |
| 21 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.58% | — | +16.25% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 1.55% | — | +2.17% | |
| 23 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.38% | -1.63% | EXIT | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.37% | -0.06% | +472.82% | |
| 25 | CSGP | Costar Group Inc | 股票-房地產 | 1.37% | -0.63% | EXIT | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.15% | — | +521.07% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.07% | -0.05% | EXIT | |
| 28 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.95% | -0.25% | +0.40% | |
| 29 | FDX | Fedex CORP | 股票-工業 | 0.94% | — | -8.40% | |
| 30 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.90% | +0.16% | +158.97% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.87% | +0.24% | +9.45% | |
| 32 | CME | Cme Group Inc | 股票-金融 | 0.81% | -0.23% | — | |
| 33 | C | Citigroup Inc | 股票-金融 | 0.80% | -1.38% | +0.76% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.70% | — | -11.35% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | +0.05% | -0.80% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | -0.28% | -1.41% | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.45% | +0.01% | — | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.44% | +0.01% | +0.04% | |
| 39 | BLK | Blackrock Inc | 股票-金融 | 0.38% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.35% | +0.06% | — | |
| 41 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.34% | — | -8.10% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.33% | +0.01% | +0.11% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.31% | +0.24% | -38.80% | |
| 44 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.28% | — | — | |
| 45 | SPG | Simon Property Group Inc | 股票-房地產 | 0.23% | +0.02% | — | |
| 46 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.23% | — | +18.25% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.21% | -0.01% | -71.30% | |
| 48 | WM | Waste Management Inc | 股票-工業 | 0.19% | +0.18% | -24.80% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工業 | 0.18% | -0.06% | -22.87% | |
| 50 | DTI | Drilling Tools International | 股票-其他 | 0.18% | -0.14% | -3.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.4% | -0.85% | 減碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.1% | +472.82% | 加碼 |
| 3 | FICO | Fair Isaac CORP | +1.1% | +57.70% | 加碼 |
| 4 | ASML | ASML Holding N.V. | +1% | +37.18% | 加碼 |
| 5 | NVO | Novo-nordisk A/s-spons Adr | +1% | +521.07% | 加碼 |
| 6 | MA | Mastercard Inc - A | +0.9% | +43.06% | 加碼 |
| 7 | NRG | Nrg Energy Inc | +0.7% | +158.97% | 加碼 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +32.44% | 加碼 |
| 9 | AVGO | Broadcom Inc | +0.5% | NEW | 新建倉 |
| 10 | AMZN | Amazon.com Inc | +0.4% | -2.58% | 減碼 |
| 11 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.12% | 加碼 |
| 13 | NKE | Nike Inc -cl B | +0.3% | +16.25% | 加碼 |
| 14 | BKNG | Booking Holdings Inc | +0.3% | -3.85% | 減碼 |
| 15 | NVDA | Nvidia CORP | +0.2% | -0.80% | 減碼 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -12.69% | 減碼 |
| 17 | WMT | Walmart Inc | +0.1% | +9.45% | 加碼 |
| 18 | C | Citigroup Inc | +0.1% | +0.76% | 加碼 |
| 19 | SOFI | Sofi Technologies Inc | +0.1% | — | 不變 |
| 20 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 21 | MKL | Markel Group Inc | +0.1% | +0.57% | 加碼 |
| 22 | RTX | Rtx CORP | +0.1% | -1.58% | 減碼 |
| 23 | IJR | Ishares Core S&p Small-cap E | +0.1% | +6.18% | 加碼 |
| 24 | SHOP | Shopify Inc - Class A | +0.1% | +18.25% | 加碼 |
| 25 | CSGP | Costar Group Inc | 0% | +4.94% | 加碼 |
| 26 | APD | Air Products & Chemicals Inc | 0% | +9.80% | 加碼 |
| 27 | NRP | Natural Resource Partners LP | -0.1% | +12.95% | 加碼 |
| 28 | NFLX | Netflix Inc | -0.1% | EXIT | 清倉 |
| 29 | TDG | Transdigm Group Inc | -0.2% | EXIT | 清倉 |
| 30 | LOW | Lowe's Cos Inc | -0.2% | -49.04% | 減碼 |
| 31 | VZ | Verizon Communications Inc | -0.2% | -0.62% | 減碼 |
| 32 | HD | Home Depot Inc | -0.2% | -64.81% | 減碼 |
| 33 | FDX | Fedex CORP | -0.2% | -8.40% | 減碼 |
| 34 | MELI | Mercadolibre Inc | -0.2% | EXIT | 清倉 |
| 35 | DELL | Dell Technologies -c | -0.3% | EXIT | 清倉 |
| 36 | WLFC | Willis Lease Finance CORP | -0.3% | EXIT | 清倉 |
| 37 | V | Visa Inc-class A Shares | -0.3% | -3.94% | 減碼 |
| 38 | UBER | Uber Technologies Inc | -0.3% | EXIT | 清倉 |
| 39 | AZO | Autozone Inc | -0.3% | -1.89% | 減碼 |
| 40 | ORLY | O'reilly Automotive Inc | -0.4% | +1382.55% | 加碼 |
| 41 | MRK | Merck & Co. Inc. | -0.4% | EXIT | 清倉 |
| 42 | HSY | Hershey Co/the | -0.4% | EXIT | 清倉 |
| 43 | ALSN | Allison Transmission Holding | -0.4% | -0.82% | 減碼 |
| 44 | CAT | Caterpillar Inc | -0.4% | -90.55% | 減碼 |
| 45 | COST | Costco Wholesale CORP | -0.5% | -71.30% | 減碼 |
| 46 | UNH | Unitedhealth Group Inc | -0.6% | -38.80% | 減碼 |
| 47 | NEE | Nextera Energy Inc | -0.7% | EXIT | 清倉 |
| 48 | MCD | Mcdonald's CORP | -0.8% | -19.62% | 減碼 |
| 49 | AAPL | Apple Inc | -1.3% | -0.09% | 減碼 |
| 50 | META | Meta Platforms Inc-class A | -1.6% | -94.06% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Solidarity Wealth, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$5.7億，共申報了 83 個公開持股部位。
在 Q2 2025 季度，Solidarity Wealth, LLC 按市值排列的前三大核心持股分別為：AAPL (9.3%)、MSFT (7.1%)、AMZN (6.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.3% 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
AVGO
市值: US$193.5萬
本季最大獲利了結 / 清倉標的
NEE
前期市值: US$290.3萬
在 Q2 2025 季度中，Solidarity Wealth, LLC 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 18 個部位、減碼 19 個部位以及清倉 9 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 NEE。
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。