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: 0000934745
申報總市值
US$14.0億
US$14.0億
190 檔
37.4%
在 Q4 2025 申報期間，Weatherly Asset Management L. P.（CIK: 0000934745）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$14.0億，共持有 190 個公開申報部位。
在 Q4 2025 期間，Weatherly Asset Management L. P. 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 2 檔新建倉標的之中。
在資產配置集中度方面，Weatherly Asset Management L. P. 的前 5 大核心持股（包含 LLY, AAPL, AMZN 等）合計佔整體申報市值的 37.4%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | LLY | Eli Lilly & Co | 股票-醫療保健 | 22.67% | +2.88% | -3.94% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.93% | -0.19% | -1.26% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.97% | -0.06% | -0.88% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.68% | -0.43% | -1.33% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.14% | -0.32% | +5.03% | |
| 6 | NFLX | Netflix Inc | 股票-通訊服務 | 2.89% | -1.14% | +877.09% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.78% | -0.36% | +3.79% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.46% | +0.17% | -1.40% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.00% | -0.19% | +0.94% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.97% | -0.09% | +2.65% | |
| 11 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 1.95% | -0.20% | +0.87% | |
| 12 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.95% | -0.20% | +5.37% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | -0.11% | -3.30% | |
| 14 | WM | Waste Management Inc | 股票-工業 | 1.90% | -0.33% | +0.82% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.86% | -0.41% | -0.05% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.81% | -0.01% | +1.07% | |
| 17 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.70% | -0.02% | +4.05% | |
| 18 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.68% | — | -3.64% | |
| 19 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.48% | +0.14% | +1.60% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.46% | -0.01% | +1.72% | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 1.11% | +0.47% | +0.69% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 1.00% | -0.07% | -0.84% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | -0.09% | +0.12% | |
| 24 | GD | General Dynamics CORP | 股票-工業 | 0.87% | -0.10% | +0.22% | |
| 25 | ANET | Arista Networks Inc | 股票-科技 | 0.80% | +0.15% | +0.32% | |
| 26 | FTNT | Fortinet Inc | 股票-科技 | 0.67% | +0.43% | -0.62% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.64% | -0.01% | +7.61% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.62% | -0.13% | -1.53% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.62% | +0.04% | -3.13% | |
| 30 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.61% | -0.09% | +4.20% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.56% | -0.14% | +11.44% | |
| 32 | DE | Deere & Co | 股票-工業 | 0.55% | — | +3.13% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.54% | -0.06% | +4.07% | |
| 34 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.54% | -0.03% | -6.98% | |
| 35 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.54% | -0.16% | +1.83% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工業 | 0.53% | -0.18% | -1.44% | |
| 37 | GLW | Corning Inc | 股票-科技 | 0.51% | +0.41% | +4.25% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.51% | -0.02% | +2.02% | |
| 39 | COP | Conocophillips | 股票-能源 | 0.50% | -0.22% | +6.56% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | -0.06% | -7.81% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.48% | +1.45% | +2.05% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | -0.06% | -3.55% | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.44% | -0.06% | +401.68% | |
| 44 | MCK | Mckesson CORP | 股票-醫療保健 | 0.43% | -0.12% | +0.12% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.42% | +0.03% | +9.34% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.38% | -0.04% | +14.79% | |
| 47 | ZS | Zscaler Inc | 股票-科技 | 0.38% | +0.01% | +10.65% | |
| 48 | SHEL | Shell Plc-adr | 股票-能源 | 0.37% | -0.13% | +0.35% | |
| 49 | APH | Amphenol Corp-cl A | 股票-科技 | 0.36% | +0.07% | -4.20% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | -0.04% | -5.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +4.7% | -3.94% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.40% | 減碼 |
| 3 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | +1.60% | 加碼 |
| 4 | FHLC | Fidelity Msci Health Care | +0.1% | +4.05% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | -3.13% | 減碼 |
| 6 | WMT | Walmart Inc | +0.1% | +11.44% | 加碼 |
| 7 | RTX | Rtx CORP | +0.1% | +14.79% | 加碼 |
| 8 | ASML | ASML Holding N.V. | 0% | +0.69% | 加碼 |
| 9 | GLD | Spdr Gold Shares | 0% | +1.83% | 加碼 |
| 10 | LRCX | Lam Research CORP | 0% | -3.38% | 減碼 |
| 11 | KO | Coca-cola Co/the | 0% | +7.61% | 加碼 |
| 12 | AVGO | Broadcom Inc | 0% | +9.34% | 加碼 |
| 13 | CEG | Constellation Energy | 0% | +10.57% | 加碼 |
| 14 | FDX | Fedex CORP | 0% | +1.51% | 加碼 |
| 15 | CAT | Caterpillar Inc | 0% | -1.02% | 減碼 |
| 16 | GLW | Corning Inc | 0% | +4.25% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | 0% | -0.06% | 減碼 |
| 18 | JNJ | Johnson & Johnson | — | -3.55% | 減碼 |
| 19 | V | Visa Inc-class A Shares | 0% | +1.72% | 加碼 |
| 20 | KMB | Kimberly-clark CORP | 0% | -15.88% | 減碼 |
| 21 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | +2.65% | 加碼 |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | -0.1% | +5.37% | 加碼 |
| 23 | VZ | Verizon Communications Inc | -0.1% | -7.59% | 減碼 |
| 24 | PYPL | Paypal Holdings Inc | -0.1% | -10.18% | 減碼 |
| 25 | FBND | Fidelity Total Bond ETF | -0.1% | +5.03% | 加碼 |
| 26 | ITOT | Ishares Core S&p Total U.s. | -0.1% | +1.07% | 加碼 |
| 27 | PANW | Palo Alto Networks Inc | -0.1% | +2.05% | 加碼 |
| 28 | SBUX | Starbucks CORP | -0.1% | -6.98% | 減碼 |
| 29 | DIS | Walt Disney Co/the | -0.1% | -7.81% | 減碼 |
| 30 | META | Meta Platforms Inc-class A | -0.1% | +4.07% | 加碼 |
| 31 | JMST | JPM Ultra-short Muni Income | -0.1% | +3.79% | 加碼 |
| 32 | FTNT | Fortinet Inc | -0.1% | -0.62% | 減碼 |
| 33 | DLR | Digital Realty Trust Inc | -0.1% | +4.20% | 加碼 |
| 34 | ORCL | Oracle CORP | -0.1% | -5.71% | 減碼 |
| 35 | AAPL | Apple Inc | -0.1% | -1.26% | 減碼 |
| 36 | AMZN | Amazon.com Inc | -0.1% | -0.88% | 減碼 |
| 37 | ZS | Zscaler Inc | -0.1% | +10.65% | 加碼 |
| 38 | NOW | Servicenow Inc | -0.1% | +401.68% | 加碼 |
| 39 | PG | Procter & Gamble Co/the | -0.1% | +0.12% | 加碼 |
| 40 | ANET | Arista Networks Inc | -0.2% | +0.32% | 加碼 |
| 41 | NVDA | Nvidia CORP | -0.2% | -3.30% | 減碼 |
| 42 | HD | Home Depot Inc | -0.3% | -0.84% | 減碼 |
| 43 | COST | Costco Wholesale CORP | -0.3% | -0.05% | 減碼 |
| 44 | ✓ | Cyberark Software LTD. Cmn | -0.3% | -3.64% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.6% | -1.33% | 減碼 |
| 46 | NFLX | Netflix Inc | -1.2% | +877.09% | 加碼 |
| 47 | TTE | TotalEnergies SE | — | NEW | 新建倉 |
| 48 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清倉 |
| 49 | UL | Unilever PLC | — | EXIT | 清倉 |
| 50 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Weatherly Asset Management L. P. 在 Q4 2025 季度的美股持倉總市值約為 US$14.0億，共申報了 190 個公開持股部位。
在 Q4 2025 季度，Weatherly Asset Management L. P. 按市值排列的前三大核心持股分別為：LLY (22.7%)、AAPL (6.9%)、AMZN (4.0%)。其中最大持股部位 LLY 佔據整體投資組合約 22.7% 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
TTE
市值: US$382.4萬
本季最大獲利了結 / 清倉標的
TTEN
前期市值: US$360.6萬
在 Q4 2025 季度中，Weatherly Asset Management L. P. 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 25 個部位、減碼 21 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TTE。 本季清倉部位包含 TTEN。
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。