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: 0001799425
申報總市值
US$3.7億
US$3.7億
47 檔
20.6%
根據最新整理的 13F 季度數據集，WealthBridge Investment Counsel Inc. 於 Q2 2025 結束時的管理資產規模為 US$3.7億。該機構在本季度申報了 47 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2025，WealthBridge Investment Counsel Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 1 個新部位，並對 28 個既有持股進行加碼（合計增持 29 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 JPM, ORCL, GS）占據了總市值的 20.6%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.61% | -0.18% | -2.31% | |
| 2 | ORCL | Oracle CORP | 股票-科技 | 5.55% | -0.31% | +0.71% | |
| 3 | GS | Goldman Sachs Group Inc | 股票-金融 | 5.20% | +0.06% | -2.79% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 4.52% | — | +0.33% | |
| 5 | ETN | Eaton Corporation plc | 股票-工業 | 4.13% | +0.17% | +5.55% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.05% | +0.03% | +2.42% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.77% | — | -0.76% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 3.47% | — | -1.62% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.38% | -0.41% | +4.76% | |
| 10 | MET | Metlife Inc | 股票-金融 | 3.13% | -0.02% | -0.41% | |
| 11 | C | Citigroup Inc | 股票-金融 | 3.11% | +0.25% | -0.83% | |
| 12 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 2.96% | -0.22% | +1.75% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.95% | -0.25% | +0.55% | |
| 14 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.90% | -0.54% | +1.78% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 2.89% | — | -0.20% | |
| 16 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.62% | -0.27% | +0.49% | |
| 17 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.33% | -0.56% | -6.41% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.33% | +0.05% | +2.78% | |
| 19 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.27% | -0.01% | +5.73% | |
| 20 | FDX | Fedex CORP | 股票-工業 | 2.27% | -0.75% | -3.75% | |
| 21 | MDT | Medtronic plc | 股票-醫療保健 | 2.26% | -0.43% | +1.72% | |
| 22 | LHX | L3harris Technologies Inc | 股票-工業 | 2.22% | -0.74% | +4.88% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.16% | -0.19% | -1.52% | |
| 24 | NOC | Northrop Grumman CORP | 股票-工業 | 2.03% | -0.89% | +0.40% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.90% | -0.20% | +5.93% | |
| 26 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.86% | -0.49% | +0.54% | |
| 27 | OC | Owens Corning | 股票-工業 | 1.74% | +0.43% | +2.89% | |
| 28 | MU | Micron Technology Inc | 股票-科技 | 1.61% | +2.39% | +61.71% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.54% | -0.17% | +2.07% | |
| 30 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.49% | +0.29% | +58.14% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.40% | -0.11% | -3.06% | |
| 32 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.22% | — | -10.49% | |
| 33 | BUG | Global X Cybersecurity ETF | ETF-其他 | 1.19% | — | +1.75% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.18% | +0.01% | +289.82% | |
| 35 | DHR | Danaher CORP | 股票-醫療保健 | 1.06% | -0.13% | +8.24% | |
| 36 | COP | Conocophillips | 股票-能源 | 1.04% | -0.47% | +12.90% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.87% | — | +42.54% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.80% | +0.48% | +21.89% | |
| 39 | MSCI | Msci Inc | 股票-金融 | 0.67% | +0.05% | +20.46% | |
| 40 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.47% | — | -26.45% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | +0.11% | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.41% | — | -1.21% | |
| 43 | IEV | Ishares Europe ETF | ETF-其他 | 0.38% | — | — | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.32% | +0.01% | +20.53% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.12% | -0.01% | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.10% | — | — | |
| 47 | ADI | Analog Devices Inc | 股票-科技 | 0.09% | +0.30% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.6% | +0.71% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +0.9% | +289.82% | 加碼 |
| 3 | MU | Micron Technology Inc | +0.8% | +61.71% | 加碼 |
| 4 | ETN | Eaton Corporation plc | +0.8% | +5.55% | 加碼 |
| 5 | GS | Goldman Sachs Group Inc | +0.6% | -2.79% | 減碼 |
| 6 | VPL | Vanguard Ftse Pacific ETF | +0.6% | +58.14% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.5% | +0.55% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.4% | NEW | 新建倉 |
| 9 | DIS | Walt Disney Co/the | +0.3% | +0.49% | 加碼 |
| 10 | LHX | L3harris Technologies Inc | +0.2% | +4.88% | 加碼 |
| 11 | SMH | Vaneck Semiconductor ETF | +0.2% | +21.89% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +2.42% | 加碼 |
| 13 | ADBE | Adobe Inc | +0.2% | +42.54% | 加碼 |
| 14 | C | Citigroup Inc | +0.2% | -0.83% | 減碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | -2.31% | 減碼 |
| 16 | VGK | Vanguard Ftse Europe ETF | +0.1% | +4.76% | 加碼 |
| 17 | LH | Labcorp Holdings Inc | +0.1% | +1.75% | 加碼 |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +5.93% | 加碼 |
| 19 | MSCI | Msci Inc | +0.1% | +20.46% | 加碼 |
| 20 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +20.53% | 加碼 |
| 21 | BUG | Global X Cybersecurity ETF | 0% | +1.75% | 加碼 |
| 22 | ADI | Analog Devices Inc | — | — | 不變 |
| 23 | IWM | Ishares Russell 2000 ETF | — | — | 不變 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.21% | 減碼 |
| 25 | MA | Mastercard Inc - A | 0% | — | 不變 |
| 26 | IEV | Ishares Europe ETF | 0% | — | 不變 |
| 27 | DHR | Danaher CORP | -0.1% | +8.24% | 加碼 |
| 28 | EEM | Ishares Msci Emerging Market | -0.1% | -1.62% | 減碼 |
| 29 | EFA | Ishares Msci Eafe ETF | -0.1% | -0.76% | 減碼 |
| 30 | COP | Conocophillips | -0.2% | +12.90% | 加碼 |
| 31 | ABT | Abbott Laboratories | -0.2% | +1.78% | 加碼 |
| 32 | KO | Coca-cola Co/the | -0.2% | -3.06% | 減碼 |
| 33 | OC | Owens Corning | -0.2% | +2.89% | 加碼 |
| 34 | NOC | Northrop Grumman CORP | -0.3% | +0.40% | 加碼 |
| 35 | MDT | Medtronic plc | -0.3% | +1.72% | 加碼 |
| 36 | SBUX | Starbucks CORP | -0.3% | +5.73% | 加碼 |
| 37 | VZ | Verizon Communications Inc | -0.3% | +0.54% | 加碼 |
| 38 | INTC | Intel CORP | -0.4% | EXIT | 清倉 |
| 39 | LYB | LyondellBasell Industries N.V. | -0.4% | -26.45% | 減碼 |
| 40 | MET | Metlife Inc | -0.4% | -0.41% | 減碼 |
| 41 | V | Visa Inc-class A Shares | -0.5% | +0.33% | 加碼 |
| 42 | GILD | Gilead Sciences Inc | -0.5% | -6.41% | 減碼 |
| 43 | STZ | Constellation Brands Inc-a | -0.5% | -10.49% | 減碼 |
| 44 | TMO | Thermo Fisher Scientific Inc | -0.5% | +2.07% | 加碼 |
| 45 | ABBV | Abbvie Inc | -0.5% | +2.78% | 加碼 |
| 46 | FDX | Fedex CORP | -0.6% | -3.75% | 減碼 |
| 47 | AAPL | Apple Inc | -0.6% | -0.20% | 減碼 |
| 48 | MRK | Merck & Co. Inc. | -0.6% | -1.52% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，WealthBridge Investment Counsel Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$3.7億，共申報了 47 個公開持股部位。
在 Q2 2025 季度，WealthBridge Investment Counsel Inc. 按市值排列的前三大核心持股分別為：JPM (5.6%)、ORCL (5.5%)、GS (5.2%)。其中最大持股部位 JPM 佔據整體投資組合約 5.6% 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
NVDA
市值: US$136.7萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$102.9萬
在 Q2 2025 季度中，WealthBridge Investment Counsel Inc. 共進行了 44 項持倉異動，包含新建倉 1 個部位、加碼 28 個部位、減碼 14 個部位以及清倉 1 個部位。 其中最大新建倉標的為 NVDA。 本季清倉部位包含 INTC。
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。