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: 0002008171
申報總市值
US$10.2億
US$10.2億
349 檔
25.8%
截至 Q3 2025 季度末，Tritonpoint Wealth, LLC 的美股持倉估值約為 US$10.2億，全數申報部位共有 349 檔。
在 Q3 2025，Tritonpoint Wealth, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 38 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。
整體而言，Tritonpoint Wealth, LLC 的前 5 大持股（包含 AAPL, VUG, MSFT）貢獻了組合市值的 25.8%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 349 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 | 8.53% | +0.23% | +1.96% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 3.80% | -0.76% | +2.38% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.66% | -0.11% | -0.18% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.31% | +0.13% | +0.41% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.17% | +0.52% | -1.04% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.89% | +0.38% | -0.67% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.55% | -0.01% | -1.80% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.14% | +0.03% | -0.12% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.81% | +0.04% | +0.41% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.78% | +0.44% | -1.13% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.48% | +0.47% | -0.32% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.41% | -0.11% | -2.19% | |
| 13 | BNL | Broadstone Net Lease Inc | 股票-房地產 | 1.31% | -0.12% | +5.30% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.27% | -0.14% | -1.38% | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 1.26% | -0.12% | -0.36% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.24% | -0.28% | +0.46% | |
| 17 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.12% | -0.29% | +0.15% | |
| 18 | XPO | Xpo Inc | 股票-工業 | 1.09% | -0.10% | +0.36% | |
| 19 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.06% | -0.16% | +0.63% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.05% | +0.04% | -2.91% | |
| 21 | DOV | Dover CORP | 股票-工業 | 1.05% | -0.06% | +0.03% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 1.02% | -0.04% | -0.84% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.96% | -0.01% | -0.88% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 0.94% | -0.50% | -2.85% | |
| 25 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.89% | -0.11% | +1.62% | |
| 26 | BA | Boeing Co/the | 股票-工業 | 0.87% | -0.01% | +0.17% | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 0.87% | +1.13% | -0.92% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.86% | +0.19% | +0.17% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.85% | -0.09% | +0.16% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.83% | -0.05% | +2.76% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.80% | -0.13% | -25.49% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.03% | +9.16% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.69% | -0.01% | +0.85% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.68% | -0.35% | +2.53% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.65% | — | -6.24% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.64% | -0.13% | -5.19% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.63% | -0.03% | -7.81% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.62% | -0.20% | -1.68% | |
| 39 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.60% | -0.05% | +0.17% | |
| 40 | BLK | Blackrock Inc | 股票-金融 | 0.57% | -0.04% | +7.24% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.57% | -0.08% | -11.09% | |
| 42 | COF | Capital One Financial CORP | 股票-金融 | 0.56% | -0.01% | -3.52% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.55% | -0.01% | -0.39% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.54% | -0.08% | -0.09% | |
| 45 | ADI | Analog Devices Inc | 股票-科技 | 0.54% | +0.07% | +31.87% | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.54% | +0.03% | +2.35% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | -0.07% | +1.24% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | -0.09% | +6.75% | |
| 49 | CME | Cme Group Inc | 股票-金融 | 0.53% | -0.22% | +0.21% | |
| 50 | EOG | Eog Resources Inc | 股票-能源 | 0.52% | -0.20% | -4.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -1.04% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | -0.67% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.7% | -0.18% | 減碼 |
| 4 | VUG | Vanguard Growth ETF | +0.6% | +2.38% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.5% | -0.32% | 減碼 |
| 6 | IYW | Ishares Ustechnology ETF | +0.3% | -1.13% | 減碼 |
| 7 | LRCX | Lam Research CORP | +0.3% | -0.92% | 減碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -1.80% | 減碼 |
| 9 | AAPL | Apple Inc | +0.2% | +1.96% | 減碼 |
| 10 | ORCL | Oracle CORP | +0.2% | -25.49% | 減碼 |
| 11 | AVGO | Broadcom Inc | +0.2% | -7.78% | 減碼 |
| 12 | ADI | Analog Devices Inc | +0.2% | +31.87% | 加碼 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.12% | 減碼 |
| 14 | XLK | Ss Technology Select Sector | +0.1% | +0.17% | 減碼 |
| 15 | CAT | Caterpillar Inc | +0.1% | +6.87% | 加碼 |
| 16 | TSLA | Tesla Inc | +0.1% | +11.22% | 加碼 |
| 17 | NOW | Servicenow Inc | +0.1% | +58.80% | 加碼 |
| 18 | LHX | L3harris Technologies Inc | +0.1% | +2.22% | 加碼 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +6.75% | 加碼 |
| 20 | BA | Boeing Co/the | +0.1% | +0.17% | 減碼 |
| 21 | BLK | Blackrock Inc | +0.1% | +7.24% | 加碼 |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.06% | 加碼 |
| 23 | TJX | Tjx Companies Inc | +0.1% | +0.63% | 減碼 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +0.41% | 減碼 |
| 25 | XLI | Ss Industrial Select Sector | +0.1% | -0.88% | 減碼 |
| 26 | RTX | Rtx CORP | +0.1% | -0.09% | 減碼 |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -6.24% | 減碼 |
| 28 | WMT | Walmart Inc | 0% | +0.46% | 減碼 |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | -2.91% | 減碼 |
| 30 | WFC | Wells Fargo & Co | — | -2.85% | 減碼 |
| 31 | JNJ | Johnson & Johnson | -0.1% | -1.38% | 減碼 |
| 32 | ACN | Accenture plc | -0.1% | -50.84% | 減碼 |
| 33 | XLE | Ss Energy Select Sector | -0.1% | +1.82% | 減碼 |
| 34 | UPS | United Parcel Service-cl B | -0.1% | -10.32% | 減碼 |
| 35 | CL | Colgate-palmolive Co | -0.1% | -3.00% | 減碼 |
| 36 | SBUX | Starbucks CORP | -0.2% | +2.35% | 減碼 |
| 37 | ZTS | Zoetis Inc | -0.2% | -9.10% | 減碼 |
| 38 | COF | Capital One Financial CORP | -0.2% | -3.52% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | -7.81% | 減碼 |
| 40 | DHR | Danaher CORP | -0.3% | -0.36% | 減碼 |
| 41 | EOG | Eog Resources Inc | -0.3% | -4.22% | 減碼 |
| 42 | BNL | Broadstone Net Lease Inc | -0.3% | +5.30% | 減碼 |
| 43 | CMG | Chipotle Mexican Grill Inc | -0.3% | -29.42% | 減碼 |
| 44 | XLV | Ss Health Care Select Sector | -0.3% | -11.09% | 減碼 |
| 45 | ISRG | Intuitive Surgical Inc | -0.3% | +0.15% | 減碼 |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -3.48% | 減碼 |
| 47 | V | Visa Inc-class A Shares | -0.3% | +0.41% | 減碼 |
| 48 | QXO | Qxo Inc | — | NEW | 新建倉 |
| 49 | LULU | Lululemon Athletica Inc | — | EXIT | 清倉 |
| 50 | ETR | Entergy CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Tritonpoint Wealth, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$10.2億，共申報了 349 個公開持股部位。
在 Q3 2025 季度，Tritonpoint Wealth, LLC 按市值排列的前三大核心持股分別為：AAPL (8.5%)、VUG (3.8%)、MSFT (3.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.5% 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
QXO
市值: US$544.9萬
本季最大獲利了結 / 清倉標的
LULU
前期市值: US$163.5萬
在 Q3 2025 季度中，Tritonpoint Wealth, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 9 個部位、減碼 38 個部位以及清倉 2 個部位。 其中最大新建倉標的為 QXO。 本季清倉部位包含 LULU。
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。