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: 0002009809
申報總市值
US$2.7億
US$2.7億
200 檔
19.4%
Q4 2025 季度申報顯示，Unique Wealth Strategies, LLC 揭露的美股組合總市值為 US$2.7億，涵蓋 200 個不同之權益投資部位。
Q4 2025 的申報記錄反映 Unique Wealth Strategies, LLC 的板塊替換策略：機構本季推動了 109 筆增持與 91 筆減持，籌碼呈現明顯的結構重組。
整體而言，Unique Wealth Strategies, LLC 的前 5 大持股（包含 IVV, MOAT, FBND）貢獻了組合市值的 19.4%，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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.18% | +0.05% | +2.23% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 5.04% | +0.04% | +47.68% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-其他 | 4.65% | +0.05% | -8.86% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.93% | -0.02% | +57.24% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.80% | +0.02% | -13.57% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 2.60% | +0.02% | -2.14% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.56% | +0.01% | -4.85% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | +0.01% | +28.81% | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 2.17% | +0.02% | +29.48% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.66% | +0.01% | +1276.34% | |
| 11 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.63% | -0.34% | -3.07% | |
| 12 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.52% | -0.03% | -24.12% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.44% | — | +1.65% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.43% | +0.01% | +2.57% | |
| 15 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 1.38% | +0.01% | +26.82% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.34% | +0.01% | +14.92% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.28% | — | -19.63% | |
| 18 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.26% | +0.01% | +274.38% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.24% | +0.01% | -18.77% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.06% | +0.02% | +33.44% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | -0.01% | -9.71% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.92% | — | -25.41% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 0.89% | +0.01% | +3129.82% | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 0.88% | +0.01% | -34.35% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | +0.01% | -9.05% | |
| 26 | AAPL | Apple Inc | 股票-科技 | 0.79% | +0.01% | +26.27% | |
| 27 | ADI | Analog Devices Inc | 股票-科技 | 0.79% | — | +54.68% | |
| 28 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.74% | — | +2.77% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.73% | — | -7.71% | |
| 30 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.72% | +0.01% | +6225.46% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.72% | +0.01% | +21.49% | |
| 32 | GD | General Dynamics CORP | 股票-工業 | 0.69% | — | +41.13% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.68% | — | +68.35% | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 0.64% | — | +39.57% | |
| 35 | IEDI | Ishares U.s. Consumer Focuse | ETF-其他 | 0.61% | -0.41% | EXIT | |
| 36 | VOLT | Tema Electrification | ETF-其他 | 0.61% | +0.01% | — | |
| 37 | EBAY | Ebay Inc | 股票-循環性消費 | 0.60% | — | +8.57% | |
| 38 | PM | Philip Morris International | 股票-非循環性消費 | 0.59% | +0.01% | -25.72% | |
| 39 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.59% | +0.01% | +52.22% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.57% | +0.01% | -13.13% | |
| 41 | MCK | Mckesson CORP | 股票-醫療保健 | 0.56% | — | -4.49% | |
| 42 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.56% | — | +6.31% | |
| 43 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.54% | — | -16.09% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | — | -16.53% | |
| 45 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.50% | +0.01% | -29.41% | |
| 46 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 0.49% | +0.01% | +20.66% | |
| 47 | ADSK | Autodesk Inc | 股票-科技 | 0.48% | — | -35.17% | |
| 48 | QS | Quantumscape CORP | 股票-循環性消費 | 0.46% | -0.05% | +28.72% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.46% | — | -56.44% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.45% | +0.01% | -7.70% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | +1.5% | +47.68% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +1.2% | +57.24% | 加碼 |
| 3 | NVDA | Nvidia CORP | +1% | +1276.34% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.9% | -13.57% | 減碼 |
| 5 | AMAT | Applied Materials Inc | +0.9% | +3129.82% | 加碼 |
| 6 | JMUB | Jpmorgan Municipal ETF | +0.9% | +274.38% | 加碼 |
| 7 | ABNB | Airbnb Inc-class A | +0.7% | +6225.46% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.7% | +14.92% | 加碼 |
| 9 | VOLT | Tema Electrification | +0.6% | NEW | 新建倉 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.5% | +2.23% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.4% | +28.81% | 加碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -19.63% | 減碼 |
| 13 | UL | Unilever Plc-sponsored Adr | +0.4% | NEW | 新建倉 |
| 14 | MAS | Masco CORP | +0.4% | +117430.77% | 加碼 |
| 15 | ADI | Analog Devices Inc | +0.3% | +54.68% | 加碼 |
| 16 | JHX | James Hardie Industries plc | +0.3% | NEW | 新建倉 |
| 17 | DELL | Dell Technologies -c | +0.3% | NEW | 新建倉 |
| 18 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +824.31% | 加碼 |
| 19 | AAPL | Apple Inc | +0.3% | +26.27% | 加碼 |
| 20 | FCA | First Trust China | +0.3% | NEW | 新建倉 |
| 21 | GEV | GE Vernova Inc | +0.3% | NEW | 新建倉 |
| 22 | TRU | Transunion | +0.3% | +4120.28% | 加碼 |
| 23 | NEM | Newmont CORP | +0.3% | +25226.67% | 加碼 |
| 24 | SNOW | Snowflake Inc | +0.3% | NEW | 新建倉 |
| 25 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 26 | CRUS | Cirrus Logic Inc | +0.3% | NEW | 新建倉 |
| 27 | INCY | Incyte CORP | +0.3% | +49820.00% | 加碼 |
| 28 | CCL1EUR | Carnival CORP LTD | +0.3% | +4485.28% | 加碼 |
| 29 | FKU | First Trust United Kingdom | +0.3% | NEW | 新建倉 |
| 30 | FGM | First Trust Germany | +0.3% | NEW | 新建倉 |
| 31 | CLX | Clorox Company | +0.3% | +77088.89% | 加碼 |
| 32 | NXPI | NXP Semiconductors N.V. | +0.3% | +29272.73% | 加碼 |
| 33 | CART | Maplebear Inc | +0.3% | NEW | 新建倉 |
| 34 | TPR | Tapestry Inc | +0.3% | +35786.67% | 加碼 |
| 35 | EXPE | Expedia Group Inc | +0.3% | +2705.68% | 加碼 |
| 36 | TSLA | Tesla Inc | +0.3% | -34.35% | 減碼 |
| 37 | COF | Capital One Financial CORP | +0.3% | +1104.58% | 加碼 |
| 38 | ONTO | Onto Innovation Inc | +0.3% | NEW | 新建倉 |
| 39 | CARG | Cargurus Inc | +0.3% | NEW | 新建倉 |
| 40 | AIG | American International Group | +0.3% | +12305.00% | 加碼 |
| 41 | RL | Ralph Lauren CORP | +0.2% | +177600.00% | 加碼 |
| 42 | YOU | Clear Secure Inc -class A | +0.2% | NEW | 新建倉 |
| 43 | KO | The Coca-Cola Company | +0.2% | NEW | 新建倉 |
| 44 | LHX | L3harris Technologies Inc | +0.2% | +16200.00% | 加碼 |
| 45 | RDDT | Reddit Inc-cl A | +0.2% | NEW | 新建倉 |
| 46 | ILMN | Illumina Inc | +0.2% | +3038.71% | 加碼 |
| 47 | FEP | First Trust Europe | +0.2% | NEW | 新建倉 |
| 48 | PGNY | Progyny Inc | +0.2% | NEW | 新建倉 |
| 49 | UTHR | United Therapeutics CORP | +0.2% | NEW | 新建倉 |
| 50 | TDC | Teradata CORP | +0.2% | +11788.17% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Unique Wealth Strategies, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.7億，共申報了 200 個公開持股部位。
在 Q4 2025 季度，Unique Wealth Strategies, LLC 按市值排列的前三大核心持股分別為：IVV (5.2%)、MOAT (5.0%)、FBND (4.7%)。其中最大持股部位 IVV 佔據整體投資組合約 5.2% 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
VOLT
市值: US$156.1萬
本季最大獲利了結 / 清倉標的
CVS
前期市值: US$151.0萬
在 Q4 2025 季度中，Unique Wealth Strategies, LLC 共進行了 200 項持倉異動，包含新建倉 39 個部位、加碼 70 個部位、減碼 24 個部位以及清倉 67 個部位。 其中最大新建倉標的為 VOLT。 本季清倉部位包含 CVS。
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。