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: 0002058455
申報總市值
US$2.9億
US$2.9億
132 檔
19.0%
在 Q4 2025 申報期間，Wealthedge Investment Advisors, LLC（CIK: 0002058455）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$2.9億，共持有 132 個公開申報部位。
在 Q4 2025 期間，Wealthedge Investment Advisors, LLC 展現了靈活的資產再平衡步調，透過出清 10 檔弱勢或達到目標價部位，將資金轉置於 11 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 SPY, LTPZ, MSFT）累計市值佔比達 19.0%，是驅動 Wealthedge Investment Advisors, LLC 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.35% | +0.67% | -2.15% | |
| 2 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-其他 | 4.90% | -0.49% | -4.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | -0.22% | +26.29% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.48% | +0.34% | +39.30% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.21% | -0.28% | +57.52% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.17% | -2.65% | +38.76% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.07% | +0.02% | -0.90% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.97% | +0.19% | +60.65% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.97% | +0.01% | +16.55% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.62% | -0.29% | +15.14% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.48% | -0.18% | +2.92% | |
| 12 | UPS | United Parcel Service-cl B | 股票-工業 | 2.33% | -0.47% | +19.14% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 2.28% | +0.52% | -0.44% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.01% | +1.18% | -3.87% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.94% | -0.16% | -1.19% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.83% | -0.31% | +159.89% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.77% | -0.25% | +2.47% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.61% | -0.14% | +1.05% | |
| 19 | RLI | Rli CORP | 股票-金融 | 1.48% | -0.09% | EXIT | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 1.47% | +0.45% | +4.14% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.46% | -0.43% | -0.23% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.42% | -0.39% | -0.70% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.32% | -0.71% | -1.05% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 1.25% | -0.08% | +0.63% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.24% | +0.53% | -23.04% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.09% | -0.11% | +1.03% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.09% | -0.09% | +2.53% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.03% | -0.18% | +0.36% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | +0.09% | +0.83% | |
| 30 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.96% | -0.03% | -4.49% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.92% | +1.14% | +0.10% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.91% | -0.09% | -3.34% | |
| 33 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.90% | -0.42% | EXIT | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.88% | -0.16% | -0.26% | |
| 35 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.86% | -0.78% | +36.78% | |
| 36 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.83% | +0.20% | +99.69% | |
| 37 | TXO | Txo Partners LP | 股票-其他 | 0.79% | -0.06% | EXIT | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.72% | -0.04% | +28.06% | |
| 39 | MSCI | Msci Inc | 股票-金融 | 0.69% | — | — | |
| 40 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 0.69% | -0.13% | -5.42% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.69% | -0.04% | -1.02% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.66% | -0.11% | -0.69% | |
| 43 | TSLA | Tesla Inc | 股票-循環性消費 | 0.63% | -0.42% | +70.37% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.63% | -0.01% | +0.20% | |
| 45 | SJCP | Sanjac Alp Cr Plus Bd | ETF-其他 | 0.61% | -0.06% | +55.77% | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.61% | +0.11% | +0.27% | |
| 47 | SJLD | Sanjac Alph Low Dur ETF | ETF-其他 | 0.61% | -0.07% | +127.06% | |
| 48 | BFS | Saul Centers Inc | 股票-其他 | 0.60% | -0.41% | -11.65% | |
| 49 | KDRN | Kingsbarn Tactical Bond ETF | ETF-其他 | 0.60% | — | — | |
| 50 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.58% | — | -46.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.5% | +60.65% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +1.3% | +159.89% | 加碼 |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +1.1% | +57.52% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.9% | +39.30% | 加碼 |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.8% | +38.76% | 加碼 |
| 6 | UPS | United Parcel Service-cl B | +0.6% | +19.14% | 加碼 |
| 7 | AAPL | Apple Inc | +0.5% | +16.55% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.5% | +26.29% | 加碼 |
| 9 | SJLD | Sanjac Alph Low Dur ETF | +0.3% | +127.06% | 加碼 |
| 10 | SCHP | Schwab U.s. Tips ETF | +0.3% | +15.14% | 加碼 |
| 11 | TSLA | Tesla Inc | +0.3% | +70.37% | 加碼 |
| 12 | RLI | Rli CORP | +0.2% | +23.04% | 加碼 |
| 13 | SJCP | Sanjac Alp Cr Plus Bd | +0.2% | +55.77% | 加碼 |
| 14 | UNH | Unitedhealth Group Inc | +0.2% | +36.78% | 加碼 |
| 15 | CNI | Canadian Natl Railway Co | -0.2% | -61.64% | 減碼 |
| 16 | PLTR | Palantir Technologies Inc-a | -0.2% | -26.22% | 減碼 |
| 17 | HOOD | Robinhood Markets Inc - A | -0.2% | -3.52% | 減碼 |
| 18 | NMFC | New Mountain Finance CORP | -0.3% | -78.72% | 減碼 |
| 19 | OCSL | Oaktree Specialty Lending Co | -0.3% | -83.87% | 減碼 |
| 20 | ANET | Arista Networks Inc | -0.3% | -51.54% | 減碼 |
| 21 | NFLX | Netflix Inc | -0.4% | +143.88% | 加碼 |
| 22 | ADBE | Adobe Inc | -0.4% | -78.83% | 減碼 |
| 23 | ELV | Elevance Health Inc | -0.5% | -46.76% | 減碼 |
| 24 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.5% | -4.05% | 減碼 |
| 25 | META | Meta Platforms Inc-class A | -0.6% | -23.04% | 減碼 |
| 26 | DOW | Dow Inc | -0.8% | -82.47% | 減碼 |
| 27 | CHCT | Community Healthcare Trust I | -0.8% | -87.82% | 減碼 |
| 28 | BMY | Bristol-myers Squibb Co | -1.6% | -87.53% | 減碼 |
| 29 | BTAL | Agf US Market Neutral Anti-b | -2.7% | -85.23% | 減碼 |
| 30 | MSCI | Msci Inc | — | NEW | 新建倉 |
| 31 | KDRN | Kingsbarn Tactical Bond ETF | — | NEW | 新建倉 |
| 32 | LIN | Linde plc | — | NEW | 新建倉 |
| 33 | GLW | Corning Inc | — | NEW | 新建倉 |
| 34 | AZO | Autozone Inc | — | NEW | 新建倉 |
| 35 | TMUS | T-mobile US Inc | — | NEW | 新建倉 |
| 36 | SPOT | Spotify Technology S.A. | — | EXIT | 清倉 |
| 37 | EMN | Eastman Chemical Co | — | EXIT | 清倉 |
| 38 | FISV | Fiserv Inc | — | NEW | 新建倉 |
| 39 | AXON | Axon Enterprise Inc | — | EXIT | 清倉 |
| 40 | VRTX | Vertex Pharmaceuticals Inc | — | EXIT | 清倉 |
| 41 | GSBD | Goldman Sachs Bdc Inc | — | NEW | 新建倉 |
| 42 | MRTN | Marten Transport LTD | — | EXIT | 清倉 |
| 43 | CLS | Celestica Inc | — | EXIT | 清倉 |
| 44 | MSTR | Strategy Inc | — | EXIT | 清倉 |
| 45 | ORCL | Oracle CORP | — | EXIT | 清倉 |
| 46 | RKLB | Rocket Lab CORP | — | NEW | 新建倉 |
| 47 | SON | Sonoco Products Co | — | EXIT | 清倉 |
| 48 | INCY | Incyte CORP | — | NEW | 新建倉 |
| 49 | HWM | Howmet Aerospace Inc | — | EXIT | 清倉 |
| 50 | AKRE | Akre Focus ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Wealthedge Investment Advisors, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.9億，共申報了 132 個公開持股部位。
在 Q4 2025 季度，Wealthedge Investment Advisors, LLC 按市值排列的前三大核心持股分別為：SPY (5.3%)、LTPZ (4.9%)、MSFT (3.7%)。其中最大持股部位 SPY 佔據整體投資組合約 5.3% 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
MSCI
市值: US$186.5萬
本季最大獲利了結 / 清倉標的
SPOT
前期市值: US$114.8萬
在 Q4 2025 季度中，Wealthedge Investment Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 15 個部位、減碼 14 個部位以及清倉 10 個部位。 其中最大新建倉標的為 MSCI。 本季清倉部位包含 SPOT。
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。