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: 0001554427
申報總市值
US$1.7億
US$1.7億
41 檔
23.2%
截至 Q2 2025 季度末，U S Wealth Group, LLC. 的美股持倉估值約為 US$1.7億，全數申報部位共有 41 檔。
在 Q2 2025，U S Wealth Group, LLC. 操作展現出積極擴展與加碼意向。本季共新建倉 2 個新部位，並對 26 個既有持股進行加碼（合計增持 28 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 Spdr Gold Shares, NVDA, IEF）占據了總市值的 23.2%，展現出該機構在 Q2 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 | ✓ | Spdr Gold Shares | 股票-其他 | 6.63% | -1.52% | -59.57% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.45% | -0.35% | +14.49% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.77% | +0.85% | -8.68% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.72% | +0.89% | -8.06% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.57% | +1.06% | -9.07% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.91% | +0.67% | +5.93% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.27% | -1.14% | +1.14% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 4.08% | -0.12% | -5.24% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.00% | +1.01% | +1.37% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.76% | -1.60% | +11.91% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.11% | +0.27% | -1.55% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 2.79% | -1.13% | +42.02% | |
| 13 | AVGO | Broadcom Inc. | 股票-科技 | 2.77% | -0.51% | — | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.76% | +0.10% | +6.34% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.38% | +0.20% | -11.31% | |
| 16 | URI | United Rentals Inc | 股票-工業 | 2.17% | +0.43% | — | |
| 17 | BLK | Blackrock Inc | 股票-金融 | 2.11% | +0.21% | +7.19% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 2.06% | +0.29% | +1.43% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.00% | -0.03% | -5.96% | |
| 20 | HON | Honeywell International Inc | 股票-工業 | 1.96% | -0.89% | +7.28% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 1.95% | +0.52% | +56.65% | |
| 22 | PFE | Pfizer Inc | 股票-醫療保健 | 1.93% | -0.28% | +29.43% | |
| 23 | ✓ | Duke Energy Corp New | 股票-其他 | 1.91% | -0.04% | +2.98% | |
| 24 | SPG | Simon Property Group Inc | 股票-房地產 | 1.87% | +0.32% | +5.88% | |
| 25 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.85% | +0.11% | +3.26% | |
| 26 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.85% | -0.36% | +1.68% | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.79% | +0.02% | +1.80% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 1.76% | +0.60% | +4.48% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.73% | -1.65% | +6.09% | |
| 30 | AMGN | Amgen Inc | 股票-醫療保健 | 1.70% | +0.05% | +4.27% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 1.64% | -0.39% | +8.21% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.62% | +0.46% | +3.72% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.07% | +0.76% | +11.94% | |
| 34 | XYZ | Block Inc | 股票-金融 | 0.72% | — | +78.27% | |
| 35 | DELL | Dell Technologies Inc. | 股票-科技 | 0.48% | -0.56% | EXIT | |
| 36 | VTSAX | Vanguard Ttl Stk Mkt-adm | 股票-其他 | 0.32% | -0.05% | +109.42% | |
| 37 | TSLA | Tesla Inc | 股票-循環性消費 | 0.18% | -0.07% | — | |
| 38 | SPWH | Sportsman's Warehouse Holdin | 股票-其他 | 0.14% | — | — | |
| 39 | RUN | Sunrun Inc | 股票-科技 | 0.13% | +0.06% | +44.42% | |
| 40 | BKU | Bankunited Inc | 股票-其他 | 0.09% | — | -49.18% | |
| 41 | ADMT | Adm Tronics Unlimited Inc/de | 股票-其他 | — | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc. | +2.8% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +2.5% | +14.49% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.4% | +5.93% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.9% | +1.37% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.8% | +11.91% | 加碼 |
| 6 | GS | Goldman Sachs Group Inc | +0.7% | +6.34% | 加碼 |
| 7 | ADBE | Adobe Inc | +0.7% | +56.65% | 加碼 |
| 8 | XOM | Exxon Mobil CORP | +0.6% | +42.02% | 加碼 |
| 9 | SCHX | Schwab US Large-cap ETF | +0.4% | +1.14% | 加碼 |
| 10 | XYZ | Block Inc | +0.4% | +78.27% | 加碼 |
| 11 | PFE | Pfizer Inc | +0.4% | +29.43% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.3% | -1.55% | 減碼 |
| 13 | URI | United Rentals Inc | +0.3% | — | 不變 |
| 14 | BLK | Blackrock Inc | +0.3% | +7.19% | 加碼 |
| 15 | HON | Honeywell International Inc | +0.3% | +7.28% | 加碼 |
| 16 | TSLA | Tesla Inc | +0.2% | NEW | 新建倉 |
| 17 | LMT | Lockheed Martin CORP | +0.2% | +8.21% | 加碼 |
| 18 | SPWH | Sportsman's Warehouse Holdin | +0.1% | — | 不變 |
| 19 | DELL | Dell Technologies Inc. | +0.1% | -8.60% | 減碼 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -11.31% | 減碼 |
| 21 | RUN | Sunrun Inc | +0.1% | +44.42% | 加碼 |
| 22 | HD | Home Depot Inc | +0.1% | +4.48% | 加碼 |
| 23 | VTSAX | Vanguard Ttl Stk Mkt-adm | 0% | +109.42% | 加碼 |
| 24 | V | Visa Inc-class A Shares | 0% | +1.43% | 加碼 |
| 25 | SPG | Simon Property Group Inc | 0% | +5.88% | 加碼 |
| 26 | ADMT | Adm Tronics Unlimited Inc/de | — | — | 不變 |
| 27 | ✓ | Duke Energy Corp New | 0% | +2.98% | 加碼 |
| 28 | APD | Air Products & Chemicals Inc | -0.1% | +3.26% | 加碼 |
| 29 | COST | Costco Wholesale CORP | -0.1% | -5.96% | 減碼 |
| 30 | BKU | Bankunited Inc | -0.1% | -49.18% | 減碼 |
| 31 | VZ | Verizon Communications Inc | -0.1% | +1.68% | 加碼 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | +3.72% | 加碼 |
| 33 | JNJ | Johnson & Johnson | -0.1% | +6.09% | 加碼 |
| 34 | MCD | Mcdonald's CORP | -0.1% | +1.80% | 加碼 |
| 35 | AMGN | Amgen Inc | -0.2% | +4.27% | 加碼 |
| 36 | WM | Waste Management Inc | -0.2% | EXIT | 清倉 |
| 37 | UNH | Unitedhealth Group Inc | -0.6% | +11.94% | 加碼 |
| 38 | AGG | Ishares Core U.s. Aggregate | -0.6% | -8.06% | 減碼 |
| 39 | IEF | Ishares 7-10 Year Treasury B | -0.6% | -8.68% | 減碼 |
| 40 | AAPL | Apple Inc | -0.7% | -5.24% | 減碼 |
| 41 | TLT | Ishares 20+ Year Treasury Bd | -0.9% | -9.07% | 減碼 |
| 42 | ✓ | Spdr Gold Shares | -9.1% | -59.57% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，U S Wealth Group, LLC. 在 Q2 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 41 個公開持股部位。
在 Q2 2025 季度，U S Wealth Group, LLC. 按市值排列的前三大核心持股分別為：Spdr Gold Shares (6.6%)、NVDA (6.5%)、IEF (5.8%)。其中最大持股部位 Spdr Gold Shares 佔據整體投資組合約 6.6% 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
AVGO
市值: US$355.5萬
本季最大獲利了結 / 清倉標的
WM
前期市值: US$23.7萬
在 Q2 2025 季度中，U S Wealth Group, LLC. 共進行了 39 項持倉異動，包含新建倉 2 個部位、加碼 26 個部位、減碼 10 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 WM。
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。