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
218 檔
31.4%
在 Q4 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 218 檔。
觀察 Q4 2025 的資金脈絡，Wealth Effects LLC 在獲利結算 9 檔個股的同時，將資本重新部署至 12 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 Avadel Pharmaceuticals PLC ADR, NVDA, AAPL）累計市值佔比達 31.4%，是驅動 Wealth Effects LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
FYEE
市值: US$108.9萬
本季最大獲利了結 / 清倉標的
ONDS
前期市值: US$141.1萬
僅顯示前 200 大持股（共 218 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 | ✓ | Avadel Pharmaceuticals PLC ADR | 股票-其他 | 12.75% | — | -17.34% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.24% | -1.22% | -3.26% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.96% | -1.05% | +0.40% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.47% | -0.58% | -0.19% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.98% | -0.43% | -0.39% | |
| 6 | ARWR | Arrowhead Pharmaceuticals In | 股票-醫療保健 | 2.98% | +0.06% | -14.93% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.88% | -0.28% | +0.03% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.85% | -0.17% | -1.34% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.50% | -0.49% | -0.85% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.27% | -0.58% | +0.94% | |
| 11 | MU | Micron Technology Inc | 股票-科技 | 1.73% | +3.56% | +8.54% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.53% | -0.25% | -2.05% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 1.16% | -0.16% | -1.34% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.10% | +0.04% | -12.35% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 1.03% | -0.14% | -1.41% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.92% | +0.12% | +0.35% | |
| 17 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.88% | -0.25% | +9.77% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | -0.16% | +0.38% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | -0.05% | -6.87% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.78% | -0.13% | +8.47% | |
| 21 | BA | Boeing Co/the | 股票-工業 | 0.77% | -0.14% | +10.06% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.77% | -0.08% | -0.77% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.73% | -0.44% | -0.95% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.71% | -0.04% | -0.15% | |
| 25 | URI | United Rentals Inc | 股票-工業 | 0.69% | +0.15% | -24.65% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.69% | -0.10% | — | |
| 27 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 0.68% | +0.50% | -0.33% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | +1.76% | +47.75% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.61% | -0.12% | +39.02% | |
| 30 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.59% | +0.04% | +120.27% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.57% | -0.15% | +0.55% | |
| 32 | PFE | Pfizer Inc | 股票-醫療保健 | 0.56% | -0.25% | -10.36% | |
| 33 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 0.55% | -0.13% | -15.31% | |
| 34 | CAT | Caterpillar Inc | 股票-工業 | 0.54% | +0.12% | +0.03% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | -0.02% | +0.76% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.52% | +0.07% | -4.57% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | — | +2.26% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | -0.27% | +8.30% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.45% | -0.20% | +0.14% | |
| 40 | C | Citigroup Inc | 股票-金融 | 0.44% | -0.03% | -27.23% | |
| 41 | ENVX | Enovix CORP | 股票-其他 | 0.42% | -0.03% | -32.15% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | -0.09% | -2.82% | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.42% | -0.14% | +4.41% | |
| 44 | LPTH | Lightpath Technologies Inc-a | 股票-其他 | 0.41% | +0.09% | -19.26% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.40% | -0.08% | +0.50% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.37% | -0.07% | +0.31% | |
| 47 | DVN | Devon Energy CORP | 股票-能源 | 0.37% | -0.22% | -14.53% | |
| 48 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.37% | -0.08% | +20.91% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | -0.04% | -12.27% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | -0.04% | +0.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | Avadel Pharmaceuticals PLC ADR | +1.5% | -17.34% | 減碼 |
| 2 | ARWR | Arrowhead Pharmaceuticals In | +1.1% | -14.93% | 減碼 |
| 3 | MU | Micron Technology Inc | +0.8% | +8.54% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.34% | 減碼 |
| 5 | KVUE | Kenvue Inc | +0.3% | +120.27% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | +47.75% | 加碼 |
| 7 | AAPL | Apple Inc | +0.3% | +0.40% | 加碼 |
| 8 | DOCN | Digitalocean Holdings Inc | +0.2% | -0.33% | 減碼 |
| 9 | SLV | Ishares Silver Trust | +0.2% | +20.91% | 加碼 |
| 10 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +39.02% | 加碼 |
| 11 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +66.79% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.1% | -0.19% | 減碼 |
| 13 | GE | General Electric | +0.1% | +41.84% | 加碼 |
| 14 | CAT | Caterpillar Inc | +0.1% | +0.03% | 加碼 |
| 15 | C | Citigroup Inc | -0.1% | -27.23% | 減碼 |
| 16 | PFE | Pfizer Inc | -0.1% | -10.36% | 減碼 |
| 17 | DDD | 3d Systems CORP | -0.1% | -44.91% | 減碼 |
| 18 | IBM | Intl Business Machines CORP | -0.1% | -12.35% | 減碼 |
| 19 | S | Sentinelone Inc -class A | -0.1% | -34.15% | 減碼 |
| 20 | BX | Blackstone Inc | -0.2% | -1.34% | 減碼 |
| 21 | VOO | Vanguard S&P 500 ETF | -0.2% | -15.31% | 減碼 |
| 22 | ORCL | Oracle CORP | -0.3% | -32.37% | 減碼 |
| 23 | MSFT | Microsoft CORP | -0.3% | -0.85% | 減碼 |
| 24 | NFLX | Netflix Inc | -0.3% | +363.83% | 加碼 |
| 25 | META | Meta Platforms Inc-class A | -0.3% | +0.94% | 加碼 |
| 26 | URI | United Rentals Inc | -0.4% | -24.65% | 減碼 |
| 27 | ENVX | Enovix CORP | -0.5% | -32.15% | 減碼 |
| 28 | NVDA | Nvidia CORP | -0.6% | -3.26% | 減碼 |
| 29 | TTD | Trade Desk Inc/the -class A | -0.6% | -53.75% | 減碼 |
| 30 | ONDS | Ondas Inc | — | EXIT | 清倉 |
| 31 | FYEE | Fidelity Yld Enhan Eqty ETF | — | NEW | 新建倉 |
| 32 | SMR | Nuscale Power CORP | — | EXIT | 清倉 |
| 33 | PLTR | Palantir Technologies Inc-a | — | EXIT | 清倉 |
| 34 | CRWV | Coreweave Inc-cl A | — | EXIT | 清倉 |
| 35 | OKLO | Oklo Inc | — | EXIT | 清倉 |
| 36 | BSTZ | Blackrock Sci & Tech Trm Tr | — | NEW | 新建倉 |
| 37 | IXUS | Ishares Core Intl Stock ETF | — | NEW | 新建倉 |
| 38 | IDYN | Ishares Inte Equ Fac R A ETF | — | EXIT | 清倉 |
| 39 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
| 40 | ✓ | Avadel Pharmaceuticals PLC | — | NEW | 新建倉 |
| 41 | STX | Seagate Technology Holdings plc | — | NEW | 新建倉 |
| 42 | WDC | Western Digital CORP | — | NEW | 新建倉 |
| 43 | ECHO | Echostar Corp-a | — | NEW | 新建倉 |
| 44 | IONQ | Ionq Inc | — | EXIT | 清倉 |
| 45 | MP | Mp Materials CORP | — | EXIT | 清倉 |
| 46 | OGN | Organon & Co | — | EXIT | 清倉 |
| 47 | HOOD | Robinhood Markets Inc - A | — | NEW | 新建倉 |
| 48 | FTMA | Fr Massachusetts Mun Inc ETF | — | NEW | 新建倉 |
| 49 | ACLS | Axcelis Technologies Inc | — | NEW | 新建倉 |
| 50 | CSCO | Cisco Systems Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Wealth Effects LLC 在 Q4 2025 季度的美股持倉總市值約為 US$3.7億，共申報了 218 個公開持股部位。
在 Q4 2025 季度，Wealth Effects LLC 按市值排列的前三大核心持股分別為：Avadel Pharmaceuticals PLC ADR (12.8%)、NVDA (9.2%)、AAPL (7.0%)。其中最大持股部位 Avadel Pharmaceuticals PLC ADR 佔據整體投資組合約 12.8% 的權重。
在 Q4 2025 季度中，Wealth Effects LLC 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 11 個部位、減碼 18 個部位以及清倉 9 個部位。 其中最大新建倉標的為 FYEE。 本季清倉部位包含 ONDS。
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。
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。
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。