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: 0002013988
申報總市值
US$4.0億
US$4.0億
157 檔
9.7%
在 Q1 2025 申報期間，Wealth Group, Ltd.（CIK: 0002013988）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$4.0億，共持有 157 個公開申報部位。
Q1 2025 數據顯示 Wealth Group, Ltd. 積極進場，新開立 8 個部位並同步加碼 27 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, AMZN）累計市值佔比達 9.7%，是驅動 Wealth Group, Ltd. 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 | AAPL | Apple Inc | 股票-科技 | 10.85% | +3.08% | +1.82% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.01% | +0.34% | +2.11% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.26% | +1.86% | +21.23% | |
| 4 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.12% | — | -2.13% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 2.94% | -0.98% | -0.70% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.82% | +0.40% | +9.80% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.54% | +1.64% | +1.76% | |
| 8 | TFC | Truist Financial CORP | 股票-金融 | 2.44% | -0.42% | +3.39% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.39% | -1.87% | +12.97% | |
| 10 | DUK | Duke Energy CORP | 股票-公用事業 | 2.12% | -1.83% | +17.15% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 2.11% | +0.01% | +3.68% | |
| 12 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.07% | -0.46% | +1.07% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.79% | -0.51% | +8.99% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 1.73% | — | +33.60% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.68% | -0.42% | +11.49% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.38% | -0.61% | -0.53% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.38% | -0.41% | +2.57% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.22% | +0.24% | +2.32% | |
| 19 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.20% | -0.15% | +0.98% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.58% | -2.50% | |
| 21 | CAT | Caterpillar Inc | 股票-工業 | 1.11% | +1.34% | +1.43% | |
| 22 | PM | Philip Morris International | 股票-非循環性消費 | 1.09% | -0.68% | +0.54% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | +0.06% | +8.60% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | +0.61% | +1.88% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.03% | +0.14% | +27.24% | |
| 26 | AMGN | Amgen Inc | 股票-醫療保健 | 0.97% | +0.13% | +1.55% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 0.86% | -0.36% | +14.45% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.84% | — | +22.18% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.82% | — | +24.58% | |
| 30 | PH | Parker Hannifin CORP | 股票-工業 | 0.82% | -0.37% | +0.68% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.81% | +0.31% | +2.72% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.79% | -0.46% | +1.95% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.75% | — | +9.54% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | -0.79% | +18.24% | |
| 35 | AVGO | Broadcom Inc | 股票-科技 | 0.72% | +0.10% | +2.42% | |
| 36 | CMI | Cummins Inc | 股票-工業 | 0.72% | +0.48% | +1.84% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.71% | -0.04% | +6.70% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | — | +0.48% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.66% | — | +28.87% | |
| 40 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.66% | +0.27% | -15.67% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.64% | — | +19.62% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.61% | — | +12.49% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.58% | — | +0.49% | |
| 44 | NFLX | Netflix Inc | 股票-通訊服務 | 0.55% | -0.33% | +93.40% | |
| 45 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-其他 | 0.52% | — | +5.10% | |
| 46 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.50% | -0.41% | +7.60% | |
| 47 | MMM | 3m Co | 股票-工業 | 0.50% | -0.10% | +3.07% | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.47% | — | +20.83% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.47% | +0.59% | +2.52% | |
| 50 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.47% | — | +4.65% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | +12.97% | 加碼 |
| 2 | DUK | Duke Energy CORP | +0.5% | +17.15% | 加碼 |
| 3 | BND | Vanguard Total Bond Market | +0.5% | +33.60% | 加碼 |
| 4 | NFLX | Netflix Inc | +0.3% | +93.40% | 加碼 |
| 5 | LLY | Eli Lilly & Co | +0.3% | +27.24% | 加碼 |
| 6 | PM | Philip Morris International | +0.3% | +0.54% | 加碼 |
| 7 | NUE | Nucor CORP | +0.2% | +113.04% | 加碼 |
| 8 | CEG | Constellation Energy | +0.2% | NEW | 新建倉 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +8.60% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.2% | +11.49% | 加碼 |
| 11 | UBER | Uber Technologies Inc | +0.2% | NEW | 新建倉 |
| 12 | SCHW | Schwab (charles) CORP | +0.2% | NEW | 新建倉 |
| 13 | EXC | Exelon CORP | +0.2% | NEW | 新建倉 |
| 14 | AMGN | Amgen Inc | +0.2% | +1.55% | 加碼 |
| 15 | GEV | GE Vernova Inc | +0.2% | NEW | 新建倉 |
| 16 | XOM | Exxon Mobil CORP | +0.2% | +18.24% | 加碼 |
| 17 | MCD | Mcdonald's CORP | +0.2% | +1.07% | 加碼 |
| 18 | KO | Coca-cola Co/the | +0.2% | +0.98% | 加碼 |
| 19 | AMZN | Amazon.com Inc | +0.2% | +21.23% | 加碼 |
| 20 | SCHV | Schwab US Large-cap Value | +0.2% | +22.18% | 加碼 |
| 21 | SCHO | Schwab Short-term US Treas | +0.2% | +28.87% | 加碼 |
| 22 | MA | Mastercard Inc - A | +0.2% | +3.68% | 加碼 |
| 23 | ABBV | Abbvie Inc | +0.2% | +6.70% | 加碼 |
| 24 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | NEW | 新建倉 |
| 25 | ACN | Accenture plc | +0.1% | NEW | 新建倉 |
| 26 | DFCF | Dimensional Core Fixed Inc | +0.1% | NEW | 新建倉 |
| 27 | JNJ | Johnson & Johnson | +0.1% | +2.72% | 加碼 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +8.99% | 加碼 |
| 29 | V | Visa Inc-class A Shares | +0.1% | +1.88% | 加碼 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +91.20% | 加碼 |
| 31 | AUGW | Alianzim US Eq Bfr20 Aug-usd | -0.1% | -31.96% | 減碼 |
| 32 | IAU | Ishares Gold Trust | -0.1% | EXIT | 清倉 |
| 33 | PFE | Pfizer Inc | -0.1% | -42.10% | 減碼 |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -15.72% | 減碼 |
| 35 | DIS | Walt Disney Co/the | -0.1% | EXIT | 清倉 |
| 36 | INTU | Intuit Inc | -0.1% | EXIT | 清倉 |
| 37 | MS | Morgan Stanley | -0.1% | EXIT | 清倉 |
| 38 | TXN | Texas Instruments Inc | -0.2% | EXIT | 清倉 |
| 39 | ETN | Eaton Corporation plc | -0.2% | -13.07% | 減碼 |
| 40 | LOW | Lowe's Cos Inc | -0.2% | -15.67% | 減碼 |
| 41 | PANW | Palo Alto Networks Inc | -0.2% | EXIT | 清倉 |
| 42 | CSX | Csx CORP | -0.2% | EXIT | 清倉 |
| 43 | GIS | General Mills Inc | -0.2% | EXIT | 清倉 |
| 44 | AVGO | Broadcom Inc | -0.3% | +2.42% | 加碼 |
| 45 | HON | Honeywell International Inc | -0.3% | EXIT | 清倉 |
| 46 | NVDA | Nvidia CORP | -0.4% | +9.80% | 加碼 |
| 47 | MSFT | Microsoft CORP | -0.5% | +2.11% | 加碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.5% | +1.76% | 加碼 |
| 49 | UPS | United Parcel Service-cl B | -0.6% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -1.1% | +1.82% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Wealth Group, Ltd. 在 Q1 2025 季度的美股持倉總市值約為 US$4.0億，共申報了 157 個公開持股部位。
在 Q1 2025 季度，Wealth Group, Ltd. 按市值排列的前三大核心持股分別為：AAPL (10.8%)、MSFT (5.0%)、AMZN (3.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.8% 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
CEG
市值: US$36.9萬
本季最大獲利了結 / 清倉標的
UPS
前期市值: US$88.4萬
在 Q1 2025 季度中，Wealth Group, Ltd. 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 27 個部位、減碼 5 個部位以及清倉 10 個部位。 其中最大新建倉標的為 CEG。 本季清倉部位包含 UPS。
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。