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: 0001729045
申報總市值
US$2.3億
US$2.3億
176 檔
22.3%
Q4 2025 季度申報顯示，Tower View Wealth Management LLC 揭露的美股組合總市值為 US$2.3億，涵蓋 176 個不同之權益投資部位。
Tower View Wealth Management LLC 在 Q4 2025 進行了結構性的板塊輪動與部位換股。在開立 4 個全新部位及加碼 23 檔持股的同時，亦同步清倉 4 檔並減碼 19 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 TSM, LLY, NVDA）占據了總市值的 22.3%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.73% | +1.22% | -10.96% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 5.43% | +0.48% | +0.02% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.77% | -0.03% | -1.17% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 4.71% | +0.06% | +6.52% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.40% | -0.46% | +0.28% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 4.27% | +0.08% | +10.52% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.00% | +0.20% | -6.69% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.47% | -0.06% | +1.22% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 3.32% | -0.10% | +0.01% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.96% | +0.15% | -3.69% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.93% | -0.69% | +0.63% | |
| 12 | PWR | Quanta Services Inc | 股票-工業 | 2.89% | -0.04% | -12.96% | |
| 13 | NVMI | Nova Ltd. | 股票-其他 | 2.83% | -0.48% | -11.03% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.66% | -0.04% | -1.38% | |
| 15 | PH | Parker Hannifin CORP | 股票-工業 | 2.49% | -0.17% | +1.11% | |
| 16 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 2.48% | -0.89% | EXIT | |
| 17 | PM | Philip Morris International | 股票-非循環性消費 | 2.38% | -0.40% | -15.96% | |
| 18 | GRMN | Garmin Ltd. | 股票-科技 | 2.25% | -0.31% | +1.48% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.12% | -0.11% | -1.50% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.84% | -1.05% | +2.03% | |
| 21 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.64% | -0.34% | +0.98% | |
| 22 | DRS | Leonardo Drs Inc | 股票-工業 | 1.61% | -0.36% | +1.23% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.54% | -0.14% | +3349.64% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.54% | -0.24% | -44.68% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.46% | +0.05% | -10.48% | |
| 26 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.46% | -0.95% | +1.01% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.44% | +0.03% | -2.01% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 1.42% | +0.09% | +10164.20% | |
| 29 | BMI | Badger Meter Inc | 股票-科技 | 1.37% | — | +2.40% | |
| 30 | ETN | Eaton Corporation plc | 股票-工業 | 1.33% | +0.03% | — | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.29% | +0.21% | -0.17% | |
| 32 | ADI | Analog Devices Inc | 股票-科技 | 1.20% | +0.05% | -1.58% | |
| 33 | CARR | Carrier Global CORP | 股票-工業 | 1.17% | — | -27.60% | |
| 34 | APH | Amphenol Corp-cl A | 股票-科技 | 1.16% | +0.39% | +2.54% | |
| 35 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.09% | -0.07% | -5.18% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.78% | -0.09% | +807.14% | |
| 37 | TATT | TAT Technologies Ltd. | 股票-其他 | 0.78% | — | — | |
| 38 | NFLX | Netflix Inc | 股票-通訊服務 | 0.75% | -0.29% | +1070.41% | |
| 39 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.73% | -0.07% | — | |
| 40 | BIDU | Baidu Inc - Spon Adr | 股票-通訊服務 | 0.68% | -0.08% | — | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.64% | -0.06% | -25.67% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.62% | +0.21% | +2865.88% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | -0.14% | +445.63% | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.50% | -0.14% | +635.99% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.49% | -0.13% | -14.24% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.37% | -0.01% | +6.96% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.29% | -0.10% | -32.77% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.28% | -0.01% | -4.41% | |
| 49 | BRX | Brixmor Property Group Inc | 股票-房地產 | 0.28% | +0.06% | +35.07% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.26% | -0.03% | -4.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +1.5% | +3349.64% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1.4% | +10164.20% | 加碼 |
| 3 | LLY | Eli Lilly & Co | +1.4% | +0.02% | 加碼 |
| 4 | ORCL | Oracle CORP | +0.7% | +807.14% | 加碼 |
| 5 | CSCO | Cisco Systems Inc | +0.6% | +2865.88% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | -6.69% | 減碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | -3.69% | 減碼 |
| 8 | ABBV | Abbvie Inc | +0.5% | +445.63% | 加碼 |
| 9 | WMT | Walmart Inc | +0.4% | +635.99% | 加碼 |
| 10 | VUG | Vanguard Growth ETF | +0.3% | +10.52% | 加碼 |
| 11 | ISRG | Intuitive Surgical Inc | +0.3% | +0.98% | 加碼 |
| 12 | PH | Parker Hannifin CORP | +0.3% | +1.11% | 加碼 |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +6.52% | 加碼 |
| 14 | APH | Amphenol Corp-cl A | +0.1% | +2.54% | 加碼 |
| 15 | AMZN | Amazon.com Inc | +0.1% | +1.22% | 加碼 |
| 16 | BRX | Brixmor Property Group Inc | +0.1% | +35.07% | 加碼 |
| 17 | ADI | Analog Devices Inc | 0% | -1.58% | 減碼 |
| 18 | VOO | Vanguard S&p 500 ETF | 0% | +6.96% | 加碼 |
| 19 | MCD | Mcdonald's CORP | 0% | +2.03% | 加碼 |
| 20 | JNJ | Johnson & Johnson | 0% | -34.33% | 減碼 |
| 21 | IRM | Iron Mountain Inc | 0% | -22.76% | 減碼 |
| 22 | V | Visa Inc-class A Shares | -0.1% | +0.01% | 加碼 |
| 23 | PEP | Pepsico Inc | -0.1% | -14.24% | 減碼 |
| 24 | NFLX | Netflix Inc | -0.1% | +1070.41% | 加碼 |
| 25 | VOT | Vanguard Mid-cap Growth ETF | -0.2% | -2.01% | 減碼 |
| 26 | PG | Procter & Gamble Co/the | -0.2% | -32.77% | 減碼 |
| 27 | VBK | Vanguard Small-cap Grwth ETF | -0.2% | -10.48% | 減碼 |
| 28 | UNP | Union Pacific CORP | -0.3% | -25.67% | 減碼 |
| 29 | NVDA | Nvidia CORP | -0.3% | -1.17% | 減碼 |
| 30 | COST | Costco Wholesale CORP | -0.3% | +0.63% | 加碼 |
| 31 | SPOT | Spotify Technology S.A. | -0.4% | +1.01% | 加碼 |
| 32 | NVMI | Nova Ltd. | -0.4% | -11.03% | 減碼 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | -0.5% | -10.96% | 減碼 |
| 34 | ARM | Arm Holdings Plc-adr | -0.5% | -5.18% | 減碼 |
| 35 | MSFT | Microsoft CORP | -0.5% | +0.28% | 加碼 |
| 36 | PWR | Quanta Services Inc | -0.5% | -12.96% | 減碼 |
| 37 | GRMN | Garmin Ltd. | -0.6% | +1.48% | 加碼 |
| 38 | DRS | Leonardo Drs Inc | -0.6% | +1.23% | 加碼 |
| 39 | PM | Philip Morris International | -0.6% | -15.96% | 減碼 |
| 40 | CARR | Carrier Global CORP | -0.7% | -27.60% | 減碼 |
| 41 | MRSH | Marsh & Mclennan Cos | -0.8% | -13.09% | 減碼 |
| 42 | HD | Home Depot Inc | -1.9% | -44.68% | 減碼 |
| 43 | HDB | Hdfc Bank Ltd-adr | — | EXIT | 清倉 |
| 44 | ETN | Eaton Corporation plc | — | NEW | 新建倉 |
| 45 | TATT | TAT Technologies Ltd. | — | NEW | 新建倉 |
| 46 | EWY | Ishares Msci South Korea ETF | — | NEW | 新建倉 |
| 47 | BIDU | Baidu Inc - Spon Adr | — | NEW | 新建倉 |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | — | EXIT | 清倉 |
| 49 | ADP | Automatic Data Processing | — | EXIT | 清倉 |
| 50 | TXN | Texas Instruments Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Tower View Wealth Management LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.3億，共申報了 176 個公開持股部位。
在 Q4 2025 季度，Tower View Wealth Management LLC 按市值排列的前三大核心持股分別為：TSM (5.7%)、LLY (5.4%)、NVDA (4.8%)。其中最大持股部位 TSM 佔據整體投資組合約 5.7% 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
ETN
市值: US$269.5萬
本季最大獲利了結 / 清倉標的
HDB
前期市值: US$302.7萬
在 Q4 2025 季度中，Tower View Wealth Management LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 23 個部位、減碼 19 個部位以及清倉 4 個部位。 其中最大新建倉標的為 ETN。 本季清倉部位包含 HDB。
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。