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
42 檔
30.0%
Q4 2025 季度申報顯示，U S Wealth Group, LLC. 揭露的美股組合總市值為 US$1.7億，涵蓋 42 個不同之權益投資部位。
U S Wealth Group, LLC. 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 34 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，U S Wealth Group, LLC. 的前 5 大持股（包含 GOOGL, IEF, AGG）貢獻了組合市值的 30.0%，形成該機構在 Q4 2025 季度的基本面基石。
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.30% | -1.60% | -9.79% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.64% | +0.85% | -1.16% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.61% | +0.89% | -1.52% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 6.50% | +1.06% | -1.14% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 5.93% | -0.35% | -0.45% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 5.06% | -0.12% | +0.51% | |
| 7 | ✓ | Spdr Gold Shares | 股票-其他 | 4.82% | -1.52% | +0.10% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.94% | -1.14% | -1.90% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 3.52% | +0.67% | -0.77% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.49% | +1.01% | -0.80% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.10% | +0.27% | -0.72% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.80% | +0.10% | -1.29% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.70% | -1.13% | -0.54% | |
| 14 | AVGO | Broadcom Inc. | 股票-科技 | 2.62% | -0.51% | -0.96% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.21% | +0.20% | -0.93% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工業 | 2.12% | -0.39% | -1.19% | |
| 17 | HON | Honeywell International Inc | 股票-工業 | 2.06% | -0.89% | -0.86% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.05% | -1.65% | -0.76% | |
| 19 | SPG | Simon Property Group Inc | 股票-房地產 | 1.84% | +0.32% | -0.58% | |
| 20 | BLK | Blackrock Inc | 股票-金融 | 1.84% | +0.21% | -1.48% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 1.77% | +0.05% | -2.31% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.75% | +0.76% | -1.00% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.74% | +0.29% | -1.05% | |
| 24 | PFE | Pfizer Inc | 股票-醫療保健 | 1.71% | -0.28% | -0.57% | |
| 25 | ✓ | Duke Energy Corp New | 股票-其他 | 1.65% | -0.04% | -0.79% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.62% | +0.02% | -1.12% | |
| 27 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.54% | -0.36% | -0.54% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 1.51% | +0.52% | -1.15% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.47% | -0.03% | -1.63% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 1.47% | +0.60% | -1.17% | |
| 31 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.39% | +0.11% | -1.18% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.38% | +0.46% | -0.80% | |
| 33 | URI | United Rentals Inc | 股票-工業 | 1.25% | +0.43% | -36.51% | |
| 34 | RUN | Sunrun Inc | 股票-科技 | 0.77% | +0.06% | +23.57% | |
| 35 | XYZ | Block Inc | 股票-金融 | 0.58% | — | -3.80% | |
| 36 | DELL | Dell Technologies Inc. | 股票-科技 | 0.42% | -0.56% | EXIT | |
| 37 | VTSAX | Vanguard Ttl Stk Mkt-adm | 股票-其他 | 0.30% | -0.05% | +0.29% | |
| 38 | TSLA | Tesla Inc | 股票-循環性消費 | 0.26% | -0.07% | — | |
| 39 | SOLS | Solstice Adv Materials Inc | 股票-原物料 | 0.12% | -0.19% | EXIT | |
| 40 | BKU | Bankunited Inc | 股票-其他 | 0.10% | — | — | |
| 41 | SPWH | Sportsman's Warehouse Holdin | 股票-其他 | 0.04% | — | -8.28% | |
| 42 | 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 | +1.1% | -9.79% | 減碼 |
| 2 | ✓ | Spdr Gold Shares | +0.5% | +0.10% | 加碼 |
| 3 | AAPL | Apple Inc | +0.3% | +0.51% | 加碼 |
| 4 | GS | Goldman Sachs Group Inc | +0.3% | -1.29% | 減碼 |
| 5 | AMGN | Amgen Inc | +0.2% | -2.31% | 減碼 |
| 6 | JNJ | Johnson & Johnson | +0.2% | -0.76% | 減碼 |
| 7 | RUN | Sunrun Inc | +0.2% | +23.57% | 加碼 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | -0.54% | 減碼 |
| 9 | AMZN | Amazon.com Inc | +0.2% | -0.72% | 減碼 |
| 10 | AVGO | Broadcom Inc. | +0.1% | -0.96% | 減碼 |
| 11 | SCHX | Schwab US Large-cap ETF | +0.1% | -1.90% | 減碼 |
| 12 | V | Visa Inc-class A Shares | 0% | -1.05% | 減碼 |
| 13 | JPM | Jpmorgan Chase & Co | 0% | -0.93% | 減碼 |
| 14 | NVDA | Nvidia CORP | 0% | -0.45% | 減碼 |
| 15 | BKU | Bankunited Inc | 0% | — | 不變 |
| 16 | VTSAX | Vanguard Ttl Stk Mkt-adm | 0% | +0.29% | 加碼 |
| 17 | TSLA | Tesla Inc | 0% | — | 不變 |
| 18 | MCD | Mcdonald's CORP | — | -1.12% | 減碼 |
| 19 | ADMT | Adm Tronics Unlimited Inc/de | — | — | 不變 |
| 20 | SPG | Simon Property Group Inc | 0% | -0.58% | 減碼 |
| 21 | ADBE | Adobe Inc | 0% | -1.15% | 減碼 |
| 22 | PFE | Pfizer Inc | 0% | -0.57% | 減碼 |
| 23 | IEF | Ishares 7-10 Year Treasury B | 0% | -1.16% | 減碼 |
| 24 | DELL | Dell Technologies Inc. | -0.1% | -0.55% | 減碼 |
| 25 | SPWH | Sportsman's Warehouse Holdin | -0.1% | -8.28% | 減碼 |
| 26 | AGG | Ishares Core U.s. Aggregate | -0.1% | -1.52% | 減碼 |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | -1.00% | 減碼 |
| 28 | LMT | Lockheed Martin CORP | -0.1% | -1.19% | 減碼 |
| 29 | XYZ | Block Inc | -0.1% | -3.80% | 減碼 |
| 30 | PG | Procter & Gamble Co/the | -0.1% | -0.80% | 減碼 |
| 31 | ✓ | Duke Energy Corp New | -0.1% | -0.79% | 減碼 |
| 32 | COST | Costco Wholesale CORP | -0.1% | -1.63% | 減碼 |
| 33 | VZ | Verizon Communications Inc | -0.1% | -0.54% | 減碼 |
| 34 | APD | Air Products & Chemicals Inc | -0.2% | -1.18% | 減碼 |
| 35 | HON | Honeywell International Inc | -0.2% | -0.86% | 減碼 |
| 36 | BLK | Blackrock Inc | -0.2% | -1.48% | 減碼 |
| 37 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -1.14% | 減碼 |
| 38 | MSFT | Microsoft CORP | -0.3% | -0.77% | 減碼 |
| 39 | HD | Home Depot Inc | -0.3% | -1.17% | 減碼 |
| 40 | META | Meta Platforms Inc-class A | -0.4% | -0.80% | 減碼 |
| 41 | URI | United Rentals Inc | -1.1% | -36.51% | 減碼 |
| 42 | SOLS | Solstice Adv Materials Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，U S Wealth Group, LLC. 在 Q4 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 42 個公開持股部位。
在 Q4 2025 季度，U S Wealth Group, LLC. 按市值排列的前三大核心持股分別為：GOOGL (7.3%)、IEF (6.6%)、AGG (6.6%)。其中最大持股部位 GOOGL 佔據整體投資組合約 7.3% 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
SOLS
市值: US$18.7萬
本季最大獲利了結 / 清倉標的
TLT
前期市值: US$1023.4萬
在 Q4 2025 季度中，U S Wealth Group, LLC. 共進行了 39 項持倉異動，包含新建倉 1 個部位、加碼 4 個部位、減碼 34 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SOLS。
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。