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: 0002011965
申報總市值
US$2.0億
US$2.0億
97 檔
8.3%
Williamson Legacy Group, LLC 在 Q3 2025 季度的美股部位總計估值為 US$2.0億，分散於 97 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q3 2025 的資金脈絡，Williamson Legacy Group, LLC 在獲利結算 58 檔個股的同時，將資本重新部署至 53 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 HOOD, PLTR, APP）累計市值佔比達 8.3%，是驅動 Williamson Legacy Group, 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 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 2.88% | — | +2.05% | |
| 2 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.85% | — | +1.13% | |
| 3 | APP | Applovin Corp-class A | 股票-科技 | 2.59% | — | +2.33% | |
| 4 | BE | Bloom Energy Corp- A | 股票-工業 | 2.44% | +1.17% | — | |
| 5 | EBAY | Ebay Inc | 股票-循環性消費 | 2.09% | — | -2.38% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.09% | — | +1.87% | |
| 7 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 2.01% | — | +216.60% | |
| 8 | NRG | Nrg Energy Inc | 股票-公用事業 | 1.92% | — | +10.59% | |
| 9 | LITE | Lumentum Holdings Inc | 股票-科技 | 1.87% | -1.97% | — | |
| 10 | CIEN | Ciena CORP | 股票-科技 | 1.72% | -0.79% | — | |
| 11 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.70% | — | +0.03% | |
| 12 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.66% | -1.20% | EXIT | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.66% | -1.56% | EXIT | |
| 14 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.66% | -0.37% | +47.07% | |
| 15 | TPR | Tapestry Inc | 股票-循環性消費 | 1.65% | -0.59% | — | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.65% | — | -3.30% | |
| 17 | CVNA | Carvana Co | 股票-循環性消費 | 1.63% | — | +104.83% | |
| 18 | FTAI | FTAI Aviation Ltd. | 股票-工業 | 1.56% | -1.24% | EXIT | |
| 19 | FIVE | Five Below | 股票-循環性消費 | 1.48% | -2.23% | — | |
| 20 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 1.48% | -1.26% | EXIT | |
| 21 | GEV | GE Vernova Inc | 股票-工業 | 1.47% | -0.27% | +197.69% | |
| 22 | GE | General Electric | 股票-工業 | 1.45% | -0.45% | EXIT | |
| 23 | SEDG | Solaredge Technologies Inc | 股票-科技 | 1.44% | +0.22% | — | |
| 24 | AXON | Axon Enterprise Inc | 股票-工業 | 1.39% | — | -0.32% | |
| 25 | FTI | TechnipFMC plc | 股票-能源 | 1.39% | -0.43% | -2.81% | |
| 26 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.39% | +1.07% | — | |
| 27 | DASH | Doordash Inc - A | 股票-循環性消費 | 1.30% | — | +20.54% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.27% | -0.36% | -0.37% | |
| 29 | BWXT | Bwx Technologies Inc | 股票-工業 | 1.24% | -1.70% | EXIT | |
| 30 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.21% | -0.52% | EXIT | |
| 31 | APH | Amphenol Corp-cl A | 股票-科技 | 1.19% | -0.98% | EXIT | |
| 32 | NET | Cloudflare Inc - Class A | 股票-科技 | 1.18% | — | — | |
| 33 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.13% | +0.01% | -2.82% | |
| 34 | PODD | Insulet CORP | 股票-醫療保健 | 1.11% | — | -3.81% | |
| 35 | SOFI | Sofi Technologies Inc | 股票-金融 | 1.08% | — | — | |
| 36 | SRAD | Sportradar Group AG | 股票-其他 | 1.07% | — | +11.23% | |
| 37 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.07% | — | -4.46% | |
| 38 | RTX | Rtx CORP | 股票-工業 | 1.06% | -1.39% | EXIT | |
| 39 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.06% | -0.20% | -2.95% | |
| 40 | STNE | StoneCo Ltd. | 股票-其他 | 1.05% | — | — | |
| 41 | IRTC | Irhythm Holdings Inc | 股票-醫療保健 | 1.02% | — | — | |
| 42 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.01% | — | — | |
| 43 | JBL | Jabil Inc | 股票-科技 | 1.00% | — | — | |
| 44 | NFLX | Netflix Inc | 股票-通訊服務 | 0.99% | — | +6.37% | |
| 45 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.98% | -0.41% | EXIT | |
| 46 | MTZ | Mastec Inc | 股票-工業 | 0.97% | -0.15% | — | |
| 47 | BAP | Credicorp Ltd. | 股票-金融 | 0.96% | -0.09% | +37.86% | |
| 48 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.95% | — | — | |
| 49 | GWRE | Guidewire Software Inc | 股票-科技 | 0.93% | — | -4.47% | |
| 50 | MO | Altria Group Inc | 股票-非循環性消費 | 0.93% | — | -3.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HOOD | Robinhood Markets Inc - A | +2.5% | +2.05% | 加碼 |
| 2 | APP | Applovin Corp-class A | +1.5% | +2.33% | 加碼 |
| 3 | PLTR | Palantir Technologies Inc-a | +1.3% | +1.13% | 加碼 |
| 4 | CM | Can Imperial Bk Of Commerce | +0.9% | -2.82% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.9% | +1.87% | 加碼 |
| 6 | AEM | Agnico Eagle Mines LTD | +0.7% | +27.41% | 加碼 |
| 7 | RTX | Rtx CORP | +0.7% | +121.64% | 加碼 |
| 8 | BNY | Bank Of New York Mellon CORP | +0.6% | +39.50% | 加碼 |
| 9 | TJX | Tjx Companies Inc | +0.5% | -5.59% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.4% | -4.86% | 減碼 |
| 11 | GE | General Electric | +0.3% | -1.93% | 減碼 |
| 12 | AXON | Axon Enterprise Inc | +0.2% | -0.32% | 加碼 |
| 13 | ✓ | Cyberark Software LTD. Cmn | +0.2% | -4.46% | 加碼 |
| 14 | FTAI | FTAI Aviation Ltd. | +0.2% | -10.82% | 減碼 |
| 15 | EBAY | Ebay Inc | +0.1% | -2.38% | 減碼 |
| 16 | NFLX | Netflix Inc | +0.1% | +6.37% | 加碼 |
| 17 | IBKR | Interactive Brokers Gro-cl A | +0.1% | — | 加碼 |
| 18 | CASY | Casey's General Stores Inc | +0.1% | -2.95% | 加碼 |
| 19 | SPOT | Spotify Technology S.A. | +0.1% | +0.03% | 加碼 |
| 20 | AGI | Alamos Gold Inc-class A | 0% | -4.24% | 減碼 |
| 21 | MSFT | Microsoft CORP | 0% | +1.24% | 減碼 |
| 22 | RSPT | Invesco S&p 500 Equal Weight | 0% | +0.21% | 減碼 |
| 23 | FTI | TechnipFMC plc | — | -2.81% | 減碼 |
| 24 | VUG | Vanguard Growth ETF | — | -1.73% | 減碼 |
| 25 | SRE | Sempra | 0% | -1.95% | 減碼 |
| 26 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | 不變 |
| 27 | GWRE | Guidewire Software Inc | 0% | -4.47% | 減碼 |
| 28 | FOXA | Fox CORP - Class A | 0% | +7.63% | 加碼 |
| 29 | ATO | Atmos Energy CORP | 0% | -65.25% | 減碼 |
| 30 | T | At&t Inc | -0.1% | -80.18% | 減碼 |
| 31 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.26% | 減碼 |
| 32 | PODD | Insulet CORP | -0.1% | -3.81% | 減碼 |
| 33 | PG | Procter & Gamble Co/the | -0.2% | -3.65% | 減碼 |
| 34 | BPOP | Popular Inc | -0.2% | — | 減碼 |
| 35 | LLY | Eli Lilly & Co | -0.4% | -0.37% | 加碼 |
| 36 | NRG | Nrg Energy Inc | -0.5% | +10.59% | 減碼 |
| 37 | MPLX | Mplx LP | -0.6% | -78.69% | 減碼 |
| 38 | WMT | Walmart Inc | -0.7% | -57.97% | 減碼 |
| 39 | JPM | Jpmorgan Chase & Co | -0.8% | — | 減碼 |
| 40 | HIG | Hartford Insurance Group Inc | -0.9% | -67.50% | 減碼 |
| 41 | DTM | Dt Midstream Inc | -0.9% | -60.61% | 減碼 |
| 42 | META | Meta Platforms Inc-class A | -0.9% | -3.30% | 減碼 |
| 43 | AMZN | Amazon.com Inc | -1.2% | -59.78% | 減碼 |
| 44 | LNG | Cheniere Energy Inc | -1.3% | -70.10% | 減碼 |
| 45 | BE | Bloom Energy Corp- A | — | NEW | 新建倉 |
| 46 | RBLX | Roblox CORP -class A | — | NEW | 新建倉 |
| 47 | LITE | Lumentum Holdings Inc | — | NEW | 新建倉 |
| 48 | SAP | Sap Se-sponsored Adr | — | EXIT | 清倉 |
| 49 | CIEN | Ciena CORP | — | NEW | 新建倉 |
| 50 | HWM | Howmet Aerospace Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Williamson Legacy Group, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$2.0億，共申報了 97 個公開持股部位。
在 Q3 2025 季度，Williamson Legacy Group, LLC 按市值排列的前三大核心持股分別為：HOOD (2.9%)、PLTR (2.9%)、APP (2.6%)。其中最大持股部位 HOOD 佔據整體投資組合約 2.9% 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
BE
市值: US$315.8萬
本季最大獲利了結 / 清倉標的
SAP
前期市值: US$233.5萬
在 Q3 2025 季度中，Williamson Legacy Group, LLC 共進行了 154 項持倉異動，包含新建倉 53 個部位、加碼 17 個部位、減碼 26 個部位以及清倉 58 個部位。 其中最大新建倉標的為 BE。 本季清倉部位包含 SAP。
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。