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: 0001729755
申報總市值
US$4.3億
US$4.3億
217 檔
17.6%
根據最新整理的 13F 季度數據集，Strategic Family Wealth Counselors, L.L.C. 於 Q4 2025 結束時的管理資產規模為 US$4.3億。該機構在本季度申報了 217 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2025 的申報異動，Strategic Family Wealth Counselors, L.L.C. 採取了強勁的買進策略，建倉與加碼動作（合計 157 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Strategic Family Wealth Counselors, L.L.C. 的前 5 大持股（包含 RBLX, SCHG, SCHD）貢獻了組合市值的 17.6%，形成該機構在 Q4 2025 季度的基本面基石。
本季最大新建倉標的
BITW
市值: US$204.3萬
本季最大獲利了結 / 清倉標的
EXCHANGE TRADED CONCEPTS TRU
前期市值: US$201.7萬
僅顯示前 200 大持股（共 217 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 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 4.63% | -0.57% | +0.06% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.77% | +0.23% | +1.83% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.97% | -0.25% | -1.65% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.86% | +0.05% | -0.03% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-其他 | 2.76% | +0.22% | +0.54% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.76% | -0.13% | +3.04% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.69% | +0.03% | +88.06% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.63% | +0.30% | +3.65% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.62% | +0.06% | +0.26% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.56% | +0.15% | +3.03% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.43% | +0.02% | +49.60% | |
| 12 | UBER | Uber Technologies Inc | 股票-工業 | 2.41% | -0.26% | +2.20% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.38% | -0.05% | +5.22% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.37% | — | +0.25% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.01% | -0.16% | -1.82% | |
| 16 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.90% | -0.11% | +37.35% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.87% | +0.24% | +8.92% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.11% | +102.80% | |
| 19 | CGCB | Cap Group Core Bond | ETF-其他 | 1.77% | -0.08% | +45.86% | |
| 20 | ARKK | Ark Innovation ETF | ETF-其他 | 1.73% | +0.22% | +2.90% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.56% | -0.16% | -2.47% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.55% | +0.06% | +3.82% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.45% | — | -0.37% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.40% | -0.16% | -2.59% | |
| 25 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 1.36% | -0.04% | +0.11% | |
| 26 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 1.22% | -0.15% | +4.39% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.08% | -0.14% | -1.12% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.07% | -0.13% | +1.97% | |
| 29 | PFE | Pfizer Inc | 股票-醫療保健 | 1.04% | -0.32% | +3.85% | |
| 30 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.03% | -0.05% | +124.62% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 1.01% | +0.12% | +4.22% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.94% | +0.13% | +14.51% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.94% | -0.29% | -3.01% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.90% | +0.22% | +1.79% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.78% | +0.04% | +298.96% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.76% | +0.05% | +4.51% | |
| 37 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.72% | -0.26% | -1.44% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.71% | +0.22% | +9.54% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | +0.06% | +4.28% | |
| 40 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.67% | -0.09% | +51.30% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.64% | +0.13% | +4.64% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | -0.12% | +14.36% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | -0.05% | +241.37% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | -0.01% | +53.75% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.57% | +0.04% | +236.41% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | -0.04% | +138.40% | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.51% | — | +0.11% | |
| 48 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 0.50% | -0.28% | +0.68% | |
| 49 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.49% | — | +0.03% | |
| 50 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.49% | +0.08% | +220.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +88.06% | 加碼 |
| 2 | MSFT | Microsoft CORP | +0.6% | +102.80% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +298.96% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +124.62% | 加碼 |
| 5 | AAPL | Apple Inc | +0.5% | +49.60% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +241.37% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.4% | +236.41% | 加碼 |
| 8 | CGCB | Cap Group Core Bond | +0.4% | +45.86% | 加碼 |
| 9 | LLY | Eli Lilly & Co | +0.3% | +524.16% | 加碼 |
| 10 | CGDV | Cap Group Dividend Value | +0.3% | +220.64% | 加碼 |
| 11 | VCRB | Vanguard Core Bond ETF | +0.3% | +37.35% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +138.40% | 加碼 |
| 13 | BSCQ | Invesco Bulletshares 2026 Cb | +0.2% | +51.30% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +82.37% | 加碼 |
| 15 | AXP | American Express Co | +0.1% | +127.21% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +53.75% | 加碼 |
| 17 | TSLA | Tesla Inc | +0.1% | +61.97% | 加碼 |
| 18 | WFC | Wells Fargo & Co | +0.1% | +228.80% | 加碼 |
| 19 | BAC | Bank Of America CORP | +0.1% | +112.23% | 加碼 |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +52.46% | 加碼 |
| 21 | COST | Costco Wholesale CORP | +0.1% | +54.22% | 加碼 |
| 22 | ORCL | Oracle CORP | +0.1% | +232.51% | 加碼 |
| 23 | ABBV | Abbvie Inc | +0.1% | +65.01% | 加碼 |
| 24 | TGT | Target CORP | +0.1% | +79.85% | 加碼 |
| 25 | C | Citigroup Inc | +0.1% | +84.53% | 加碼 |
| 26 | UNH | Unitedhealth Group Inc | +0.1% | +53.59% | 加碼 |
| 27 | BXMT | Blackstone Mortgage Tru-cl A | +0.1% | +50.55% | 加碼 |
| 28 | VBK | Vanguard Small-cap Grwth ETF | 0% | +26.02% | 加碼 |
| 29 | DIS | Walt Disney Co/the | 0% | +35.64% | 加碼 |
| 30 | USB | US Bancorp | 0% | +56.46% | 加碼 |
| 31 | UTG | Reaves Utility Income Fund | 0% | +31.58% | 加碼 |
| 32 | T | At&t Inc | 0% | +58.91% | 加碼 |
| 33 | XOM | Exxon Mobil CORP | 0% | +31.33% | 加碼 |
| 34 | NEE | Nextera Energy Inc | 0% | +57.72% | 加碼 |
| 35 | IBM | Intl Business Machines CORP | 0% | +62.19% | 加碼 |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | +14.51% | 加碼 |
| 37 | RS | Reliance Inc | 0% | +7.66% | 加碼 |
| 38 | AVUV | Avantis US Small Cap Value | 0% | +26.80% | 加碼 |
| 39 | TXN | Texas Instruments Inc | 0% | +46.85% | 加碼 |
| 40 | BSCT | Invesco Bulletshares 2029 Cb | 0% | +55.06% | 加碼 |
| 41 | GBIL | Goldman Sachs Access Treasur | 0% | +62.21% | 加碼 |
| 42 | BSCU | Invesco Bulletshares 2030 Cb | 0% | +74.22% | 加碼 |
| 43 | MRK | Merck & Co. Inc. | 0% | +21.02% | 加碼 |
| 44 | CGCP | Cap Group Core Plus Income | 0% | +21.49% | 加碼 |
| 45 | JEPI | Jpmorgan Equity Premium Inco | 0% | +17.35% | 加碼 |
| 46 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +29.84% | 加碼 |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不變 |
| 48 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +21.73% | 加碼 |
| 49 | GLD | Spdr Gold Shares | 0% | +0.65% | 加碼 |
| 50 | HD | Home Depot Inc | 0% | +38.68% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Strategic Family Wealth Counselors, L.L.C. 在 Q4 2025 季度的美股持倉總市值約為 US$4.3億，共申報了 217 個公開持股部位。
在 Q4 2025 季度，Strategic Family Wealth Counselors, L.L.C. 按市值排列的前三大核心持股分別為：RBLX (4.6%)、SCHG (3.8%)、SCHD (3.0%)。其中最大持股部位 RBLX 佔據整體投資組合約 4.6% 的權重。
在 Q4 2025 季度中，Strategic Family Wealth Counselors, L.L.C. 共進行了 187 項持倉異動，包含新建倉 66 個部位、加碼 91 個部位、減碼 23 個部位以及清倉 7 個部位。 其中最大新建倉標的為 BITW。 本季清倉部位包含 EXCHANGE TRADED CONCEPTS TRU。
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。
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。
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。