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: 0001907254
申報總市值
US$3.7億
US$3.7億
198 檔
20.6%
在 Q1 2025 申報期間，Wealth Effects LLC（CIK: 0001907254）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$3.7億，共持有 198 個公開申報部位。
數據顯示 Wealth Effects LLC 於 Q1 2025 季度持續回收資金，對 23 個既有部位進行裁減並清倉 15 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Wealth Effects LLC 的前 5 大核心持股（包含 NVDA, AAPL, Avadel Pharmaceuticals PLC ADR 等）合計佔整體申報市值的 20.6%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 8.26% | -1.22% | -7.07% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.03% | -1.05% | -2.09% | |
| 3 | ✓ | Avadel Pharmaceuticals PLC ADR | 股票-其他 | 7.79% | — | +1.07% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.70% | -0.58% | -2.75% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.35% | -0.28% | -0.12% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.02% | -0.43% | -4.16% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.94% | -0.58% | +4.01% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | -0.49% | -6.51% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.93% | -0.17% | -6.16% | |
| 10 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.49% | — | +11.51% | |
| 11 | BX | Blackstone Inc | 股票-金融 | 1.42% | -0.16% | -0.38% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.22% | +0.04% | -11.71% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | -0.16% | -0.47% | |
| 14 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 1.08% | -0.13% | -0.09% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.07% | -0.44% | -0.36% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.05% | +0.12% | +0.61% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.00% | -0.25% | -2.12% | |
| 18 | URI | United Rentals Inc | 股票-工業 | 0.96% | +0.15% | +1.53% | |
| 19 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.95% | -0.25% | +0.19% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.93% | -0.05% | +0.65% | |
| 21 | ARWR | Arrowhead Pharmaceuticals In | 股票-醫療保健 | 0.91% | +0.06% | +9.41% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.91% | -0.04% | -10.36% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.90% | +0.07% | -6.80% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.85% | -0.08% | -0.86% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.77% | -0.10% | -0.53% | |
| 26 | TSLA | Tesla Inc | 股票-循環性消費 | 0.76% | -0.14% | +5.10% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.72% | -0.13% | +2.83% | |
| 28 | ENVX | Enovix CORP | 股票-其他 | 0.72% | -0.03% | -1.02% | |
| 29 | PFE | Pfizer Inc | 股票-醫療保健 | 0.70% | -0.25% | +14.04% | |
| 30 | BA | Boeing Co/the | 股票-工業 | 0.69% | -0.14% | +1.69% | |
| 31 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.68% | -0.12% | -20.25% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.68% | -0.15% | -32.37% | |
| 33 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 0.67% | +0.50% | -2.65% | |
| 34 | MU | Micron Technology Inc | 股票-科技 | 0.64% | +3.56% | -9.17% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | -0.07% | -1.77% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | -0.76% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.27% | -6.91% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | — | -13.56% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.59% | -0.20% | -14.85% | |
| 40 | DVN | Devon Energy CORP | 股票-能源 | 0.57% | -0.22% | +19.31% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | -0.02% | +0.63% | |
| 42 | NFLX | Netflix Inc | 股票-通訊服務 | 0.52% | -0.07% | +176.84% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | -0.09% | -13.13% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | -0.04% | -2.49% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.48% | -0.08% | — | |
| 46 | S | Sentinelone Inc -class A | 股票-科技 | 0.47% | — | -14.12% | |
| 47 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.47% | -0.12% | +20.04% | |
| 48 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.47% | -0.07% | -6.28% | |
| 49 | LNG | Cheniere Energy Inc | 股票-能源 | 0.47% | -0.19% | +0.02% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.46% | -0.09% | +19.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +0.4% | +176.84% | 加碼 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -0.12% | 減碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.47% | 減碼 |
| 4 | SMR | Nuscale Power CORP | +0.3% | NEW | 新建倉 |
| 5 | CVX | Chevron CORP | +0.3% | -0.36% | 減碼 |
| 6 | DVN | Devon Energy CORP | +0.2% | +19.31% | 加碼 |
| 7 | AAPL | Apple Inc | +0.2% | -2.09% | 減碼 |
| 8 | C | Citigroup Inc | +0.2% | +51.96% | 加碼 |
| 9 | GEV | GE Vernova Inc | +0.2% | NEW | 新建倉 |
| 10 | ADM | Archer-daniels-midland Co | +0.1% | NEW | 新建倉 |
| 11 | VOO | Vanguard S&P 500 ETF | +0.1% | -0.09% | 減碼 |
| 12 | AMZN | Amazon.com Inc | 0% | -2.75% | 減碼 |
| 13 | MSFT | Microsoft CORP | 0% | -6.51% | 減碼 |
| 14 | GLBE | Global-E Online Ltd. | -0.1% | +0.66% | 加碼 |
| 15 | BX | Blackstone Inc | -0.1% | -0.38% | 減碼 |
| 16 | AMT | American Tower CORP | -0.1% | -46.38% | 減碼 |
| 17 | PBI | Pitney Bowes Inc | -0.1% | -44.69% | 減碼 |
| 18 | DDOG | Datadog Inc - Class A | -0.1% | +0.42% | 加碼 |
| 19 | ORCL | Oracle CORP | -0.1% | -25.41% | 減碼 |
| 20 | EXP | Eagle Materials Inc | -0.1% | -52.33% | 減碼 |
| 21 | S | Sentinelone Inc -class A | -0.1% | -14.12% | 減碼 |
| 22 | DDD | 3d Systems CORP | -0.1% | -5.08% | 減碼 |
| 23 | ONDS | Ondas Inc | -0.1% | -2.89% | 減碼 |
| 24 | AIG | American International Group | -0.1% | EXIT | 清倉 |
| 25 | HSY | Hershey Co/the | -0.1% | EXIT | 清倉 |
| 26 | JEPQ | JPM Nasdaq Equity Premium | -0.1% | -20.25% | 減碼 |
| 27 | STKL | Sunopta Inc | -0.1% | -64.16% | 減碼 |
| 28 | FYC | First Trust Small Cap Growth | -0.1% | EXIT | 清倉 |
| 29 | ARWR | Arrowhead Pharmaceuticals In | -0.1% | +9.41% | 加碼 |
| 30 | SOUN | Soundhound Ai Inc-a | -0.1% | EXIT | 清倉 |
| 31 | MANH | Manhattan Associates Inc | -0.1% | EXIT | 清倉 |
| 32 | CMI | Cummins Inc | -0.1% | EXIT | 清倉 |
| 33 | IOT | Samsara Inc-cl A | -0.1% | EXIT | 清倉 |
| 34 | MRVL | Marvell Technology Inc | -0.1% | EXIT | 清倉 |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | EXIT | 清倉 |
| 36 | HUMA | Humacyte Inc | -0.2% | -20.46% | 減碼 |
| 37 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -32.37% | 減碼 |
| 38 | PEP | Pepsico Inc | -0.2% | EXIT | 清倉 |
| 39 | AVGO | Broadcom Inc | -0.2% | -2.12% | 減碼 |
| 40 | ENVX | Enovix CORP | -0.2% | -1.02% | 減碼 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | -6.16% | 減碼 |
| 42 | TSLA | Tesla Inc | -0.2% | +5.10% | 加碼 |
| 43 | CMCSA | Comcast Corp-class A | -0.2% | EXIT | 清倉 |
| 44 | AMAT | Applied Materials Inc | -0.2% | EXIT | 清倉 |
| 45 | AMD | Advanced Micro Devices | -0.2% | EXIT | 清倉 |
| 46 | PI | Impinj Inc | -0.6% | EXIT | 清倉 |
| 47 | GIS | General Mills Inc | -0.6% | EXIT | 清倉 |
| 48 | TTD | Trade Desk Inc/the -class A | -0.9% | +11.51% | 加碼 |
| 49 | ✓ | Avadel Pharmaceuticals PLC ADR | -1% | +1.07% | 加碼 |
| 50 | NVDA | Nvidia CORP | -1.1% | -7.07% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wealth Effects LLC 在 Q1 2025 季度的美股持倉總市值約為 US$3.7億，共申報了 198 個公開持股部位。
在 Q1 2025 季度，Wealth Effects LLC 按市值排列的前三大核心持股分別為：NVDA (8.3%)、AAPL (8.0%)、Avadel Pharmaceuticals PLC ADR (7.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.3% 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
SMR
市值: US$68.3萬
本季最大獲利了結 / 清倉標的
GIS
前期市值: US$172.3萬
在 Q1 2025 季度中，Wealth Effects LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 9 個部位、減碼 23 個部位以及清倉 15 個部位。 其中最大新建倉標的為 SMR。 本季清倉部位包含 GIS。
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。