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
205 檔
23.6%
在 Q2 2025 的 13F 官方備案中，Wealth Effects LLC 管理的美股投資組合規模來到 US$3.7億，整體持股檔數為 205 檔。
在 Q2 2025 期間，Wealth Effects LLC 展現了靈活的資產再平衡步調，透過出清 1 檔弱勢或達到目標價部位，將資金轉置於 7 檔新建倉標的之中。
在資產配置集中度方面，Wealth Effects LLC 的前 5 大核心持股（包含 NVDA, Avadel Pharmaceuticals PLC ADR, AAPL 等）合計佔整體申報市值的 23.6%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 205 檔）
| # | 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 | 10.33% | -1.22% | -3.68% | |
| 2 | ✓ | Avadel Pharmaceuticals PLC ADR | 股票-其他 | 7.80% | — | -0.60% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.43% | -1.05% | -2.62% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.91% | -0.58% | +1.65% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.31% | -0.28% | +0.34% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.22% | -0.43% | +1.23% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | -0.49% | -4.23% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.12% | -0.58% | -7.14% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.92% | -0.17% | -1.86% | |
| 10 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.72% | — | -1.57% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.49% | -0.25% | +1.71% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.40% | +0.04% | +8.42% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 1.33% | -0.16% | -2.22% | |
| 14 | URI | United Rentals Inc | 股票-工業 | 1.03% | +0.15% | +0.49% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.99% | +0.12% | -4.53% | |
| 16 | ARWR | Arrowhead Pharmaceuticals In | 股票-醫療保健 | 0.98% | +0.06% | -2.87% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.96% | -0.05% | -2.40% | |
| 18 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.94% | -0.25% | +0.14% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | -0.16% | -5.40% | |
| 20 | ENVX | Enovix CORP | 股票-其他 | 0.89% | -0.03% | -1.01% | |
| 21 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 0.88% | -0.13% | -3.01% | |
| 22 | TSLA | Tesla Inc | 股票-循環性消費 | 0.83% | -0.14% | -0.43% | |
| 23 | MU | Micron Technology Inc | 股票-科技 | 0.83% | +3.56% | +1.55% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.44% | +0.37% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.81% | -0.08% | -0.13% | |
| 26 | BA | Boeing Co/the | 股票-工業 | 0.80% | -0.14% | +6.33% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.76% | -0.10% | -0.61% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.74% | -0.13% | +4.16% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.70% | -0.04% | -2.98% | |
| 30 | SMR | Nuscale Power CORP | 股票-工業 | 0.69% | +0.03% | -3.32% | |
| 31 | NFLX | Netflix Inc | 股票-通訊服務 | 0.68% | -0.07% | +3.04% | |
| 32 | PFE | Pfizer Inc | 股票-醫療保健 | 0.65% | -0.25% | +8.50% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.62% | -0.12% | -2.06% | |
| 34 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.58% | -0.20% | +15.16% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.56% | -0.15% | -5.93% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | -0.02% | -0.73% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.55% | +0.07% | +14.43% | |
| 38 | C | Citigroup Inc | 股票-金融 | 0.52% | -0.03% | +21.02% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | — | -13.22% | |
| 40 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.51% | — | -0.74% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | -0.07% | -4.54% | |
| 42 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 0.46% | +0.50% | -9.10% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | -0.27% | -7.82% | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.44% | +0.12% | +4.83% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | -0.04% | +10.21% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.44% | -0.08% | — | |
| 47 | LNG | Cheniere Energy Inc | 股票-能源 | 0.43% | -0.19% | -0.50% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | -0.04% | -4.05% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.42% | -0.12% | +3.30% | |
| 50 | S | Sentinelone Inc -class A | 股票-科技 | 0.42% | — | -1.30% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -3.68% | 減碼 |
| 2 | AVGO | Broadcom Inc | +0.5% | +1.71% | 加碼 |
| 3 | SMR | Nuscale Power CORP | +0.4% | -3.32% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.4% | -4.23% | 減碼 |
| 5 | TTD | Trade Desk Inc/the -class A | +0.2% | -1.57% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +1.65% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +1.23% | 加碼 |
| 8 | AMAT | Applied Materials Inc | +0.2% | NEW | 新建倉 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -7.14% | 減碼 |
| 10 | IBM | Intl Business Machines CORP | +0.2% | +8.42% | 加碼 |
| 11 | MU | Micron Technology Inc | +0.2% | +1.55% | 加碼 |
| 12 | GEV | GE Vernova Inc | +0.2% | +47.23% | 加碼 |
| 13 | ENVX | Enovix CORP | +0.2% | -1.01% | 減碼 |
| 14 | NFLX | Netflix Inc | +0.2% | +3.04% | 加碼 |
| 15 | PCT | Purecycle Technologies Inc | +0.1% | — | 不變 |
| 16 | OKLO | Oklo Inc | +0.1% | NEW | 新建倉 |
| 17 | VST | Vistra CORP | +0.1% | +1.44% | 加碼 |
| 18 | WY | Weyerhaeuser Co | +0.1% | NEW | 新建倉 |
| 19 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +23.09% | 加碼 |
| 21 | RDDT | Reddit Inc-cl A | +0.1% | NEW | 新建倉 |
| 22 | CLS | Celestica Inc | +0.1% | NEW | 新建倉 |
| 23 | BA | Boeing Co/the | +0.1% | +6.33% | 加碼 |
| 24 | C | Citigroup Inc | +0.1% | +21.02% | 加碼 |
| 25 | USFR | Wisdomtree Floating Rate Tre | +0.1% | NEW | 新建倉 |
| 26 | DDOG | Datadog Inc - Class A | +0.1% | -0.74% | 減碼 |
| 27 | VRT | Vertiv Holdings Co-a | +0.1% | -12.27% | 減碼 |
| 28 | ORCL | Oracle CORP | +0.1% | -6.01% | 減碼 |
| 29 | IRDM | Iridium Communications Inc | +0.1% | +52.41% | 加碼 |
| 30 | URI | United Rentals Inc | +0.1% | +0.49% | 加碼 |
| 31 | ARWR | Arrowhead Pharmaceuticals In | +0.1% | -2.87% | 減碼 |
| 32 | TSLA | Tesla Inc | +0.1% | -0.43% | 減碼 |
| 33 | VUG | Vanguard Growth ETF | 0% | -2.40% | 減碼 |
| 34 | VOO | Vanguard S&p 500 ETF | 0% | +4.16% | 加碼 |
| 35 | ✓ | Avadel Pharmaceuticals PLC ADR | 0% | -0.60% | 減碼 |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | -1.86% | 減碼 |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.34% | 加碼 |
| 38 | ITA | Ishares U.s. Aerospace & Def | -0.1% | EXIT | 清倉 |
| 39 | XLP | Ss Consumer Staples Sel Sect | -0.1% | -43.23% | 減碼 |
| 40 | GLD | Spdr Gold Shares | -0.1% | -42.73% | 減碼 |
| 41 | BMY | Bristol-myers Squibb Co | -0.2% | -0.70% | 減碼 |
| 42 | DDD | 3d Systems CORP | -0.2% | -35.93% | 減碼 |
| 43 | DVN | Devon Energy CORP | -0.2% | -6.75% | 減碼 |
| 44 | DOCN | Digitalocean Holdings Inc | -0.2% | -9.10% | 減碼 |
| 45 | ABBV | Abbvie Inc | -0.2% | -2.98% | 減碼 |
| 46 | CVX | Chevron CORP | -0.3% | +0.37% | 加碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -5.40% | 減碼 |
| 48 | LLY | Eli Lilly & Co | -0.3% | -37.51% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.4% | +14.43% | 加碼 |
| 50 | AAPL | Apple Inc | -1.6% | -2.62% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wealth Effects LLC 在 Q2 2025 季度的美股持倉總市值約為 US$3.7億，共申報了 205 個公開持股部位。
在 Q2 2025 季度，Wealth Effects LLC 按市值排列的前三大核心持股分別為：NVDA (10.3%)、Avadel Pharmaceuticals PLC ADR (7.8%)、AAPL (6.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 10.3% 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
AMAT
市值: US$49.6萬
本季最大獲利了結 / 清倉標的
ITA
前期市值: US$28.4萬
在 Q2 2025 季度中，Wealth Effects LLC 共進行了 49 項持倉異動，包含新建倉 7 個部位、加碼 17 個部位、減碼 24 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AMAT。 本季清倉部位包含 ITA。
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。