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
29.5%
在 Q3 2025 的 13F 官方備案中，U S Wealth Group, LLC. 管理的美股投資組合規模來到 US$1.7億，整體持股檔數為 41 檔。
Q3 2025 數據顯示 U S Wealth Group, LLC. 積極進場，新開立 2 個部位並同步加碼 30 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 TLT, AGG, IEF）累計市值佔比達 29.5%，是驅動 U S Wealth Group, LLC. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 6.69% | +1.06% | +41.38% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.68% | +0.89% | +37.97% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.68% | +0.85% | +37.08% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.23% | -1.60% | +43.38% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 5.91% | -0.35% | -7.41% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.73% | -0.12% | +11.45% | |
| 7 | ✓ | Spdr Gold Shares | 股票-其他 | 4.28% | -1.52% | -33.92% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.89% | -1.14% | +0.88% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.88% | +1.01% | +16.39% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.77% | +0.67% | -12.03% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.95% | +0.27% | +13.07% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.55% | +0.10% | -2.14% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.52% | -1.13% | +3.09% | |
| 14 | AVGO | Broadcom Inc. | 股票-科技 | 2.50% | -0.51% | -9.95% | |
| 15 | URI | United Rentals Inc | 股票-工業 | 2.31% | +0.43% | — | |
| 16 | HON | Honeywell International Inc | 股票-工業 | 2.22% | -0.89% | +49.07% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工業 | 2.20% | -0.39% | +48.09% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.17% | +0.20% | +0.01% | |
| 19 | BLK | Blackrock Inc | 股票-金融 | 2.01% | +0.21% | +2.44% | |
| 20 | SPG | Simon Property Group Inc | 股票-房地產 | 1.86% | +0.32% | +1.79% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.84% | -1.65% | +4.48% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.83% | +0.76% | +84.49% | |
| 23 | PFE | Pfizer Inc | 股票-醫療保健 | 1.74% | -0.28% | +2.38% | |
| 24 | ✓ | Duke Energy Corp New | 股票-其他 | 1.74% | -0.04% | +3.52% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.74% | +0.60% | +6.44% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.70% | +0.29% | +2.28% | |
| 27 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.66% | -0.36% | +5.42% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.62% | +0.02% | +3.74% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.59% | -0.03% | +1.89% | |
| 30 | AMGN | Amgen Inc | 股票-醫療保健 | 1.55% | +0.05% | +7.01% | |
| 31 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.54% | +0.11% | +2.99% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.53% | +0.52% | +2.77% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.47% | +0.46% | +12.38% | |
| 34 | XYZ | Block Inc | 股票-金融 | 0.66% | — | +3.29% | |
| 35 | RUN | Sunrun Inc | 股票-科技 | 0.58% | +0.06% | +147.89% | |
| 36 | DELL | Dell Technologies Inc. | 股票-科技 | 0.47% | -0.56% | EXIT | |
| 37 | VTSAX | Vanguard Ttl Stk Mkt-adm | 股票-其他 | 0.29% | -0.05% | -51.97% | |
| 38 | TSLA | Tesla Inc | 股票-循環性消費 | 0.25% | -0.07% | — | |
| 39 | SPWH | Sportsman's Warehouse Holdin | 股票-其他 | 0.09% | — | -6.76% | |
| 40 | BKU | Bankunited Inc | 股票-其他 | 0.08% | — | — | |
| 41 | ADMT | Adm Tronics Unlimited Inc/de | 股票-其他 | 0.01% | -0.01% | — |
| # | 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 | +3.2% | +43.38% | 加碼 |
| 2 | NVDA | Nvidia CORP | +2% | -7.41% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.8% | +16.39% | 加碼 |
| 4 | LMT | Lockheed Martin CORP | +0.7% | +48.09% | 加碼 |
| 5 | HON | Honeywell International Inc | +0.5% | +49.07% | 加碼 |
| 6 | RUN | Sunrun Inc | +0.5% | +147.89% | 加碼 |
| 7 | GS | Goldman Sachs Group Inc | +0.5% | -2.14% | 加碼 |
| 8 | URI | United Rentals Inc | +0.5% | — | 不變 |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.4% | +37.97% | 加碼 |
| 10 | XYZ | Block Inc | +0.3% | +3.29% | 加碼 |
| 11 | XOM | Exxon Mobil CORP | +0.3% | +3.09% | 加碼 |
| 12 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +37.08% | 加碼 |
| 13 | ADBE | Adobe Inc | +0.3% | +2.77% | 加碼 |
| 14 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +41.38% | 加碼 |
| 15 | MSFT | Microsoft CORP | +0.2% | -12.03% | 減碼 |
| 16 | BLK | Blackrock Inc | +0.2% | +2.44% | 加碼 |
| 17 | UNH | Unitedhealth Group Inc | +0.2% | +84.49% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.2% | +13.07% | 加碼 |
| 19 | PFE | Pfizer Inc | +0.2% | +2.38% | 加碼 |
| 20 | DELL | Dell Technologies Inc. | +0.1% | +0.61% | 減碼 |
| 21 | SPWH | Sportsman's Warehouse Holdin | +0.1% | -6.76% | 減碼 |
| 22 | HD | Home Depot Inc | 0% | +6.44% | 加碼 |
| 23 | SCHX | Schwab US Large-cap ETF | 0% | +0.88% | 加碼 |
| 24 | SPG | Simon Property Group Inc | 0% | +1.79% | 加碼 |
| 25 | ADMT | Adm Tronics Unlimited Inc/de | 0% | — | 不變 |
| 26 | JNJ | Johnson & Johnson | — | +4.48% | 加碼 |
| 27 | VTSAX | Vanguard Ttl Stk Mkt-adm | — | -51.97% | 加碼 |
| 28 | AAPL | Apple Inc | 0% | +11.45% | 加碼 |
| 29 | BKU | Bankunited Inc | -0.1% | — | 減碼 |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | +0.01% | 減碼 |
| 31 | ✓ | Duke Energy Corp New | -0.2% | +3.52% | 加碼 |
| 32 | PG | Procter & Gamble Co/the | -0.2% | +12.38% | 加碼 |
| 33 | VZ | Verizon Communications Inc | -0.3% | +5.42% | 加碼 |
| 34 | MCD | Mcdonald's CORP | -0.3% | +3.74% | 加碼 |
| 35 | AMGN | Amgen Inc | -0.3% | +7.01% | 加碼 |
| 36 | V | Visa Inc-class A Shares | -0.3% | +2.28% | 加碼 |
| 37 | APD | Air Products & Chemicals Inc | -0.4% | +2.99% | 加碼 |
| 38 | COST | Costco Wholesale CORP | -0.5% | +1.89% | 減碼 |
| 39 | ✓ | Spdr Gold Shares | -11.5% | -33.92% | 減碼 |
| 40 | AVGO | Broadcom Inc. | — | NEW | 新建倉 |
| 41 | TSLA | Tesla Inc | — | NEW | 新建倉 |
| 42 | WM | Waste Management Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，U S Wealth Group, LLC. 在 Q3 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 Q3 2025 季度，U S Wealth Group, LLC. 按市值排列的前三大核心持股分別為：TLT (6.7%)、AGG (6.7%)、IEF (6.7%)。其中最大持股部位 TLT 佔據整體投資組合約 6.7% 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
AVGO
市值: US$383.1萬
本季最大獲利了結 / 清倉標的
WM
前期市值: US$23.7萬
在 Q3 2025 季度中，U S Wealth Group, LLC. 共進行了 40 項持倉異動，包含新建倉 2 個部位、加碼 30 個部位、減碼 7 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。