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: 0001626116
申報總市值
US$15.9億
US$15.9億
394 檔
23.3%
Q4 2025 季度申報顯示，Svb Wealth LLC 揭露的美股組合總市值為 US$15.9億，涵蓋 394 個不同之權益投資部位。
在 Q4 2025，Svb Wealth LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 33 個部位並完全清倉 2 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, IWY, MSFT）占據了總市值的 23.3%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 394 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 | 6.07% | -0.10% | -17.96% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 4.94% | +0.92% | -6.07% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.40% | -0.48% | -10.10% | |
| 4 | ✓ | 股票-其他 | 3.57% | — | -31.52% | ||
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.83% | -0.78% | -16.00% | |
| 6 | ✓ | 股票-其他 | 2.82% | — | +12.30% | ||
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 2.75% | +0.36% | -6.83% | |
| 8 | ✓ | 股票-其他 | 2.73% | — | +6.42% | ||
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.18% | -0.10% | -18.54% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 2.18% | +0.36% | -9.70% | |
| 11 | ✓ | 股票-其他 | 2.12% | — | -15.72% | ||
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.04% | -0.07% | +14.00% | |
| 13 | ✓ | 股票-其他 | 1.91% | — | -6.53% | ||
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.50% | +0.06% | -2.34% | |
| 15 | ✓ | 股票-其他 | 1.47% | — | -26.75% | ||
| 16 | ✓ | 股票-其他 | 1.45% | — | -14.33% | ||
| 17 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.26% | -0.02% | +33.53% | |
| 18 | ✓ | 股票-其他 | 1.25% | — | -0.65% | ||
| 19 | ✓ | 股票-其他 | 1.13% | — | -3.61% | ||
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.12% | +0.04% | -8.49% | |
| 21 | ✓ | 股票-其他 | 0.98% | — | -16.92% | ||
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 0.93% | -0.08% | -5.38% | |
| 23 | ✓ | 股票-其他 | 0.92% | — | -26.84% | ||
| 24 | ✓ | 股票-其他 | 0.89% | — | +3.03% | ||
| 25 | ✓ | 股票-其他 | 0.78% | — | -14.88% | ||
| 26 | ✓ | 股票-其他 | 0.67% | — | +62.24% | ||
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | -15.28% | |
| 28 | ✓ | 股票-其他 | 0.66% | — | +5.28% | ||
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.65% | +0.02% | -10.19% | |
| 30 | ✓ | 股票-其他 | 0.65% | — | +1044.51% | ||
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | +0.06% | +0.47% | |
| 32 | ✓ | 股票-其他 | 0.63% | — | -1.08% | ||
| 33 | ✓ | 股票-其他 | 0.63% | — | -10.29% | ||
| 34 | ✓ | 股票-其他 | 0.62% | — | -7.54% | ||
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | -0.07% | -35.87% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | +0.10% | +20.36% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.58% | -0.10% | -17.45% | |
| 38 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.56% | -0.32% | -11.62% | |
| 39 | ✓ | 股票-其他 | 0.55% | — | -1.62% | ||
| 40 | ✓ | 股票-其他 | 0.54% | — | -19.50% | ||
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.52% | +0.01% | +0.68% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | -0.04% | -21.13% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.49% | -0.03% | +1.77% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.15% | -11.00% | |
| 45 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.46% | +0.18% | +10.99% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.46% | -0.10% | -24.61% | |
| 47 | ✓ | 股票-其他 | 0.45% | — | -25.61% | ||
| 48 | ✓ | 股票-其他 | 0.45% | — | -6.85% | ||
| 49 | ADI | Analog Devices Inc | 股票-科技 | 0.44% | +0.05% | -2.25% | |
| 50 | LHX | L3harris Technologies Inc | 股票-工業 | 0.44% | -0.15% | -17.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.6% | +12.30% | 加碼 | |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +14.00% | 加碼 |
| 3 | VCRB | Vanguard Core Bond ETF | +0.4% | +33.53% | 加碼 |
| 4 | ✓ | +0.4% | +6.42% | 加碼 | |
| 5 | ✓ | +0.3% | -15.72% | 減碼 | |
| 6 | ✓ | +0.3% | +62.24% | 加碼 | |
| 7 | LLY | Eli Lilly & Co | +0.3% | +20.36% | 加碼 |
| 8 | IWY | Ishares Russell Top 200 Grow | +0.2% | -6.07% | 減碼 |
| 9 | APH | Amphenol Corp-cl A | +0.1% | +148.21% | 加碼 |
| 10 | ✓ | +0.1% | +124.52% | 加碼 | |
| 11 | EMN | Eastman Chemical Co | +0.1% | +108.59% | 加碼 |
| 12 | ✓ | +0.1% | +98.32% | 加碼 | |
| 13 | ✓ | +0.1% | +311.72% | 加碼 | |
| 14 | ✓ | +0.1% | +77.50% | 加碼 | |
| 15 | IWP | Ishares Russell Mid-cap Grow | 0% | -2.34% | 減碼 |
| 16 | IWS | Ishares Russell Mid-cap Valu | 0% | -9.70% | 減碼 |
| 17 | ✓ | 0% | -0.65% | 減碼 | |
| 18 | ✓ | 0% | -7.54% | 減碼 | |
| 19 | ✓ | -0.1% | -1.62% | 減碼 | |
| 20 | ✓ | -0.1% | -14.33% | 減碼 | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -15.28% | 減碼 |
| 22 | ✓ | -0.1% | -19.50% | 減碼 | |
| 23 | ✓ | -0.1% | -25.61% | 減碼 | |
| 24 | IWM | Ishares Russell 2000 ETF | -0.1% | -24.39% | 減碼 |
| 25 | LHX | L3harris Technologies Inc | -0.1% | -17.57% | 減碼 |
| 26 | MCD | Mcdonald's CORP | -0.1% | -25.75% | 減碼 |
| 27 | ✓ | -0.1% | -29.60% | 減碼 | |
| 28 | APD | Air Products & Chemicals Inc | -0.1% | -28.00% | 減碼 |
| 29 | ✓ | -0.1% | -16.92% | 減碼 | |
| 30 | ✓ | -0.1% | -26.86% | 減碼 | |
| 31 | ✓ | -0.1% | -24.79% | 減碼 | |
| 32 | AMZN | Amazon.com Inc | -0.1% | -16.00% | 減碼 |
| 33 | ✓ | -0.1% | -65.81% | 減碼 | |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -21.13% | 減碼 |
| 35 | ✓ | -0.1% | -3.00% | 減碼 | |
| 36 | HD | Home Depot Inc | -0.1% | -5.38% | 減碼 |
| 37 | ABT | Abbott Laboratories | -0.1% | -24.61% | 減碼 |
| 38 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -38.74% | 減碼 |
| 39 | AJG | Arthur J Gallagher & Co | -0.1% | -57.31% | 減碼 |
| 40 | ✓ | -0.2% | +5.28% | 加碼 | |
| 41 | ✓ | -0.3% | -26.84% | 減碼 | |
| 42 | AAPL | Apple Inc | -0.3% | -17.96% | 減碼 |
| 43 | IWF | Ishares Russell 1000 Growth | -0.3% | -35.87% | 減碼 |
| 44 | AGG | Ishares Core U.s. Aggregate | -0.3% | -18.54% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.4% | -10.10% | 減碼 |
| 46 | ✓ | -1% | -31.52% | 減碼 | |
| 47 | AMCR | Amcor plc | — | NEW | 新建倉 |
| 48 | ✓ | — | EXIT | 清倉 | |
| 49 | BEN | Franklin Resources Inc | — | NEW | 新建倉 |
| 50 | PPG | Ppg Industries Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Svb Wealth LLC 在 Q4 2025 季度的美股持倉總市值約為 US$15.9億，共申報了 394 個公開持股部位。
在 Q4 2025 季度，Svb Wealth LLC 按市值排列的前三大核心持股分別為：AAPL (6.1%)、IWY (4.9%)、MSFT (4.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.1% 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
AMCR
市值: US$390.5萬
本季最大獲利了結 / 清倉標的
前期市值: US$297.7萬
在 Q4 2025 季度中，Svb Wealth LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 13 個部位、減碼 33 個部位以及清倉 2 個部位。 其中最大新建倉標的為 AMCR。 本季清倉部位包含 。
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。