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: 0001812155
申報總市值
US$3.5億
US$3.5億
85 檔
20.1%
在 Q2 2025 的 13F 官方備案中，StrongBox Wealth, LLC 管理的美股投資組合規模來到 US$3.5億，整體持股檔數為 85 檔。
Q2 2025 數據顯示 StrongBox Wealth, LLC 積極進場，新開立 0 個部位並同步加碼 39 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，StrongBox Wealth, LLC 的前 5 大核心持股（包含 JPST, SHY, QUAL 等）合計佔整體申報市值的 20.1%，反映機構在主要關鍵部位上的權重分佈。
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$48.7萬
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 10.65% | -0.95% | +4.99% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.46% | -0.45% | +6.95% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.06% | +0.14% | +3.60% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.90% | -0.31% | +0.33% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.68% | -0.21% | +5.30% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.56% | +0.47% | +1.15% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.44% | +0.04% | +1.77% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.38% | +0.18% | +0.51% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.21% | -0.30% | +2.65% | |
| 10 | ETN | Eaton Corporation plc | 股票-工業 | 2.93% | +0.11% | +0.16% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.79% | +0.04% | +2.97% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.62% | +0.38% | -2.42% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.41% | -0.42% | +2.10% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.22% | +0.04% | +2.22% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.21% | -0.02% | +4.36% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 2.21% | — | -4.76% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.99% | -0.03% | +0.99% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 1.88% | -0.29% | +2.09% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.87% | -0.29% | +6.36% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.81% | -0.58% | +5.51% | |
| 21 | LIN | Linde plc | 股票-原物料 | 1.79% | -0.10% | +2.59% | |
| 22 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.70% | -0.07% | +16.75% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 1.63% | -0.10% | +4.52% | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.61% | -0.07% | +2.38% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.53% | -0.35% | +11.30% | |
| 26 | AMGN | Amgen Inc | 股票-醫療保健 | 1.32% | -0.12% | +10.66% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | +0.06% | +0.90% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.28% | -0.05% | +3.83% | |
| 29 | CGIE | Cap Group Intl Equity | ETF-其他 | 1.22% | -0.14% | +27.27% | |
| 30 | BX | Blackstone Inc | 股票-金融 | 1.22% | -0.04% | +7.04% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.99% | -0.10% | +12.06% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.89% | -0.01% | +2.89% | |
| 33 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.87% | +0.04% | +8.76% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.87% | -0.02% | +6.04% | |
| 35 | CGBL | Cap Group Core Balanced | ETF-其他 | 0.85% | +0.02% | +4.39% | |
| 36 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.78% | -0.07% | +21.69% | |
| 37 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.78% | -0.03% | — | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.76% | -0.08% | +21.83% | |
| 39 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.74% | — | +7.99% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.05% | +4.59% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.69% | -0.01% | +2.47% | |
| 42 | PLD | Prologis Inc | 股票-房地產 | 0.69% | +0.01% | -1.24% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | +0.20% | +1.32% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | +0.47% | +51.26% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.55% | -0.03% | — | |
| 46 | EQIX | Equinix Inc | 股票-房地產 | 0.50% | -0.01% | +1.47% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.46% | -0.13% | -1.65% | |
| 48 | HON | Honeywell International Inc | 股票-工業 | 0.45% | -0.19% | EXIT | |
| 49 | WMB | Williams Cos Inc | 股票-能源 | 0.45% | -0.04% | +5.36% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.41% | -0.05% | -22.18% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | +0.51% | 加碼 |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.33% | 加碼 |
| 3 | ETN | Eaton Corporation plc | +0.5% | +0.16% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.3% | +0.90% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.3% | +21.83% | 加碼 |
| 6 | CGIE | Cap Group Intl Equity | +0.3% | +27.27% | 加碼 |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +1.15% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +4.36% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +2.22% | 加碼 |
| 10 | LLY | Eli Lilly & Co | +0.1% | +51.26% | 加碼 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | -1.65% | 減碼 |
| 12 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +21.69% | 加碼 |
| 13 | JMST | JPM Ultra-short Muni Income | +0.1% | +16.75% | 加碼 |
| 14 | CGDV | Cap Group Dividend Value | +0.1% | +8.76% | 加碼 |
| 15 | ABT | Abbott Laboratories | +0.1% | +11.30% | 加碼 |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +15.03% | 加碼 |
| 17 | BX | Blackstone Inc | +0.1% | +7.04% | 加碼 |
| 18 | UBER | Uber Technologies Inc | +0.1% | +15.87% | 加碼 |
| 19 | RTX | Rtx CORP | 0% | +2.09% | 加碼 |
| 20 | QUAL | Ishares Msci USA Quality Fac | 0% | +3.60% | 加碼 |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | -2.42% | 減碼 |
| 22 | NFLX | Netflix Inc | 0% | -1.18% | 減碼 |
| 23 | CGBL | Cap Group Core Balanced | 0% | +4.39% | 加碼 |
| 24 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.47% | 加碼 |
| 25 | CSCO | Cisco Systems Inc | 0% | +1.32% | 加碼 |
| 26 | WMB | Williams Cos Inc | — | +5.36% | 加碼 |
| 27 | DFAS | Dimensional US Small Cap ETF | 0% | +2.89% | 加碼 |
| 28 | VYM | Vanguard High Dvd Yield ETF | 0% | +3.83% | 加碼 |
| 29 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +6.04% | 加碼 |
| 30 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +1.77% | 加碼 |
| 31 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +0.99% | 加碼 |
| 32 | COST | Costco Wholesale CORP | -0.1% | +2.10% | 加碼 |
| 33 | IDA | Idacorp Inc | -0.1% | EXIT | 清倉 |
| 34 | HD | Home Depot Inc | -0.1% | +4.52% | 加碼 |
| 35 | NEE | Nextera Energy Inc | -0.1% | +6.36% | 加碼 |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | +6.95% | 加碼 |
| 37 | LIN | Linde plc | -0.1% | +2.59% | 加碼 |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 不變 |
| 39 | PLD | Prologis Inc | -0.1% | -1.24% | 減碼 |
| 40 | KVUE | Kenvue Inc | -0.1% | +7.99% | 加碼 |
| 41 | VGIT | Vanguard Intermediate-term T | -0.1% | +5.30% | 加碼 |
| 42 | V | Visa Inc-class A Shares | -0.2% | +2.97% | 加碼 |
| 43 | ZTS | Zoetis Inc | -0.2% | EXIT | 清倉 |
| 44 | DHR | Danaher CORP | -0.2% | -45.19% | 減碼 |
| 45 | MDT | Medtronic plc | -0.2% | -22.18% | 減碼 |
| 46 | UNH | Unitedhealth Group Inc | -0.2% | EXIT | 清倉 |
| 47 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | +2.65% | 加碼 |
| 48 | CVX | Chevron CORP | -0.4% | +5.51% | 加碼 |
| 49 | JPST | Jpmorgan Ultra-short Income | -0.5% | +4.99% | 加碼 |
| 50 | AAPL | Apple Inc | -0.6% | -4.76% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，StrongBox Wealth, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$3.5億，共申報了 85 個公開持股部位。
在 Q2 2025 季度，StrongBox Wealth, LLC 按市值排列的前三大核心持股分別為：JPST (10.7%)、SHY (4.5%)、QUAL (4.1%)。其中最大持股部位 JPST 佔據整體投資組合約 10.7% 的權重。
在 Q2 2025 季度中，StrongBox Wealth, LLC 共進行了 49 項持倉異動，包含新建倉 0 個部位、加碼 39 個部位、減碼 7 個部位以及清倉 3 個部位。 本季清倉部位包含 UNH。
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。