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: 0001426754
申報總市值
US$8.1億
US$8.1億
73 檔
27.7%
Wallington Asset Management, LLC 在 Q4 2025 季度的美股部位總計估值為 US$8.1億，分散於 73 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Wallington Asset Management, LLC 於 Q4 2025 季度持續回收資金，對 25 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 VEA, MSFT, AAPL）累計市值佔比達 27.7%，是驅動 Wallington Asset Management, 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.05% | +0.26% | -0.18% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.24% | -0.31% | -0.45% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.60% | +0.23% | -0.15% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.42% | +0.55% | +0.30% | |
| 5 | TJX | Tjx Companies Inc | 股票-循環性消費 | 4.33% | -0.57% | -0.70% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.27% | +0.25% | +0.86% | |
| 7 | LIN | Linde plc | 股票-原物料 | 3.92% | -0.15% | -1.16% | |
| 8 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.35% | +0.34% | -0.20% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 3.01% | +0.12% | -0.51% | |
| 10 | MU | Micron Technology Inc | 股票-科技 | 2.97% | +3.27% | -0.23% | |
| 11 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.93% | -0.66% | -0.29% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.86% | +0.40% | +0.22% | |
| 13 | WRB | Wr Berkley CORP | 股票-金融 | 2.83% | -2.72% | EXIT | |
| 14 | ✓ | 股票-其他 | 2.45% | — | +0.11% | ||
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.42% | -0.09% | +0.01% | |
| 16 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.34% | -0.57% | -1.74% | |
| 17 | UNP | Union Pacific CORP | 股票-工業 | 2.29% | +0.09% | -0.11% | |
| 18 | CMI | Cummins Inc | 股票-工業 | 2.28% | +0.55% | +0.03% | |
| 19 | PSX | Phillips 66 | 股票-能源 | 2.24% | -0.44% | +0.56% | |
| 20 | HON | Honeywell International Inc | 股票-工業 | 2.14% | -1.36% | -1.36% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.03% | +1.76% | +0.17% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.03% | +0.10% | +0.57% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.00% | -0.17% | -31.65% | |
| 24 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 1.94% | +0.04% | -0.97% | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 1.77% | -0.09% | +0.14% | |
| 26 | AMT | American Tower CORP | 股票-房地產 | 1.58% | -0.19% | -0.64% | |
| 27 | DE | Deere & Co | 股票-工業 | 1.58% | +0.07% | -0.14% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.44% | +0.57% | +0.33% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.41% | -0.51% | -2.17% | |
| 30 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.38% | -0.20% | +0.36% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 1.33% | +0.08% | +0.23% | |
| 32 | BP | Bp Plc-spons Adr | 股票-能源 | 1.17% | -1.59% | EXIT | |
| 33 | ✓ | 股票-其他 | 1.16% | — | +0.01% | ||
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.11% | +0.02% | +0.46% | |
| 35 | AFL | Aflac Inc | 股票-金融 | 0.76% | -0.05% | -5.63% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.73% | -0.05% | -0.38% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.72% | -0.01% | -1.35% | |
| 38 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.70% | — | -0.91% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.64% | -0.14% | -0.10% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | +0.08% | -3.37% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.46% | +0.02% | -9.40% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.35% | +0.03% | -11.86% | |
| 43 | RHHBY | Roche Holdings Ltd-spons Adr | 股票-其他 | 0.29% | -0.03% | -2.51% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.21% | — | -1.48% | |
| 45 | AVGO | Broadcom Inc. | 股票-科技 | 0.16% | — | -0.83% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.13% | +0.03% | NEW | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.13% | — | -3.27% | |
| 48 | SOLS | Solstice Adv Materials Inc | 股票-原物料 | 0.12% | +0.01% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.12% | — | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.12% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.2% | -0.23% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | +0.30% | 加碼 |
| 3 | CMI | Cummins Inc | +0.4% | +0.03% | 加碼 |
| 4 | GS | Goldman Sachs Group Inc | +0.2% | -0.20% | 減碼 |
| 5 | IAU | Ishares Gold Trust | +0.2% | -0.29% | 減碼 |
| 6 | AMGN | Amgen Inc | +0.2% | +0.14% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.2% | +0.01% | 加碼 |
| 8 | AAPL | Apple Inc | +0.2% | -0.15% | 減碼 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.2% | -0.18% | 減碼 |
| 10 | GLD | Spdr Gold Shares | +0.2% | -1.74% | 減碼 |
| 11 | TJX | Tjx Companies Inc | +0.1% | -0.70% | 減碼 |
| 12 | CSCO | Cisco Systems Inc | +0.1% | +0.33% | 加碼 |
| 13 | LLY | Eli Lilly & Co | +0.1% | -3.37% | 減碼 |
| 14 | AMZN | Amazon.com Inc | +0.1% | +0.22% | 加碼 |
| 15 | BAC | Bank Of America CORP | +0.1% | +0.23% | 加碼 |
| 16 | ✓ | +0.1% | +0.01% | 加碼 | |
| 17 | RHHBY | Roche Holdings Ltd-spons Adr | +0.1% | -2.51% | 減碼 |
| 18 | XOM | Exxon Mobil CORP | 0% | -2.17% | 減碼 |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | — | 不變 |
| 20 | AVUV | Avantis US Small Cap Value | 0% | +0.57% | 加碼 |
| 21 | V | Visa Inc-class A Shares | — | -0.51% | 減碼 |
| 22 | EZU | Ishares Msci Eurozone ETF | — | -0.97% | 減碼 |
| 23 | IJR | Ishares Core S&p Small-cap E | 0% | +0.86% | 加碼 |
| 24 | DE | Deere & Co | 0% | -0.14% | 減碼 |
| 25 | BP | Bp Plc-spons Adr | 0% | +0.70% | 加碼 |
| 26 | ORCL | Oracle CORP | 0% | — | 不變 |
| 27 | ✓ | 0% | +0.11% | 加碼 | |
| 28 | CL | Colgate-palmolive Co | 0% | -0.91% | 減碼 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -11.86% | 減碼 |
| 30 | NVDA | Nvidia CORP | -0.1% | -9.40% | 減碼 |
| 31 | AFL | Aflac Inc | -0.1% | -5.63% | 減碼 |
| 32 | LOW | Lowe's Cos Inc | -0.1% | +0.36% | 加碼 |
| 33 | UNP | Union Pacific CORP | -0.1% | -0.11% | 減碼 |
| 34 | HD | Home Depot Inc | -0.2% | -1.35% | 減碼 |
| 35 | PSX | Phillips 66 | -0.2% | +0.56% | 加碼 |
| 36 | AMT | American Tower CORP | -0.2% | -0.64% | 減碼 |
| 37 | HON | Honeywell International Inc | -0.3% | -1.36% | 減碼 |
| 38 | PANW | Palo Alto Networks Inc | -0.3% | +0.17% | 加碼 |
| 39 | WRB | Wr Berkley CORP | -0.3% | -0.19% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.5% | -0.45% | 減碼 |
| 41 | LIN | Linde plc | -0.6% | -1.16% | 減碼 |
| 42 | META | Meta Platforms Inc-class A | -1.3% | -31.65% | 減碼 |
| 43 | KVUE | Kenvue Inc | — | EXIT | 清倉 |
| 44 | SOLS | Solstice Adv Materials Inc | — | NEW | 新建倉 |
| 45 | NFLX | Netflix Inc | — | EXIT | 清倉 |
| 46 | NN | Nextnav Inc | — | NEW | 新建倉 |
| 47 | MRK | Merck & Co. Inc. | — | NEW | 新建倉 |
| 48 | MPC | Marathon Petroleum CORP | — | EXIT | 清倉 |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | 新建倉 |
| 50 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Wallington Asset Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$8.1億，共申報了 73 個公開持股部位。
在 Q4 2025 季度，Wallington Asset Management, LLC 按市值排列的前三大核心持股分別為：VEA (10.1%)、MSFT (5.2%)、AAPL (4.6%)。其中最大持股部位 VEA 佔據整體投資組合約 10.1% 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$97.4萬
本季最大獲利了結 / 清倉標的
KVUE
前期市值: US$297.7萬
在 Q4 2025 季度中，Wallington Asset Management, LLC 共進行了 48 項持倉異動，包含新建倉 5 個部位、加碼 15 個部位、減碼 25 個部位以及清倉 3 個部位。 其中最大新建倉標的為 SOLS。 本季清倉部位包含 KVUE。
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。