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
92 檔
9.8%
根據最新整理的 13F 季度數據集，Williamson Legacy Group, LLC 於 Q4 2025 結束時的管理資產規模為 US$2.0億。該機構在本季度申報了 92 檔美股持倉，呈現出該時期的主要投資地圖。
Q4 2025 的申報記錄反映 Williamson Legacy Group, LLC 的板塊替換策略：機構本季推動了 55 筆增持與 70 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 LITE, CIEN, PLTR）占據了總市值的 9.8%，展現出該機構在 Q4 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 | LITE | Lumentum Holdings Inc | 股票-科技 | 4.44% | -1.97% | +3.54% | |
| 2 | CIEN | Ciena CORP | 股票-科技 | 3.05% | -0.79% | +9.18% | |
| 3 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.84% | — | +0.88% | |
| 4 | WDC | Western Digital CORP | 股票-科技 | 2.65% | +0.60% | — | |
| 5 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.52% | +1.07% | +54.03% | |
| 6 | NEM | Newmont CORP | 股票-原物料 | 2.18% | -1.18% | EXIT | |
| 7 | FIVE | Five Below | 股票-循環性消費 | 2.14% | -2.23% | +17.55% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.14% | — | -3.63% | |
| 9 | EBAY | Ebay Inc | 股票-循環性消費 | 1.99% | — | -1.58% | |
| 10 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.97% | -1.20% | EXIT | |
| 11 | W | Wayfair Inc- Class A | 股票-循環性消費 | 1.96% | — | +86.22% | |
| 12 | GEV | GE Vernova Inc | 股票-工業 | 1.88% | -0.27% | +19.31% | |
| 13 | TPR | Tapestry Inc | 股票-循環性消費 | 1.87% | -0.59% | -0.79% | |
| 14 | NRG | Nrg Energy Inc | 股票-公用事業 | 1.78% | — | -6.74% | |
| 15 | SOFI | Sofi Technologies Inc | 股票-金融 | 1.73% | — | +60.22% | |
| 16 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.73% | — | -24.95% | |
| 17 | APH | Amphenol Corp-cl A | 股票-科技 | 1.72% | -0.98% | EXIT | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.71% | -0.36% | -4.98% | |
| 19 | IRTC | Irhythm Holdings Inc | 股票-醫療保健 | 1.71% | — | +61.39% | |
| 20 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.68% | -0.37% | -4.00% | |
| 21 | SNDK | Sandisk CORP | 股票-科技 | 1.67% | +1.91% | — | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.66% | -1.56% | EXIT | |
| 23 | APP | Applovin Corp-class A | 股票-科技 | 1.62% | — | -34.10% | |
| 24 | NET | Cloudflare Inc - Class A | 股票-科技 | 1.54% | — | +40.35% | |
| 25 | CLS | Celestica Inc | 股票-科技 | 1.52% | — | — | |
| 26 | GE | General Electric | 股票-工業 | 1.48% | -0.45% | EXIT | |
| 27 | BWXT | Bwx Technologies Inc | 股票-工業 | 1.46% | -1.70% | EXIT | |
| 28 | MU | Micron Technology Inc | 股票-科技 | 1.34% | +2.65% | — | |
| 29 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 1.24% | — | — | |
| 30 | IAG | Iamgold CORP | 股票-其他 | 1.21% | -1.37% | EXIT | |
| 31 | RTX | Rtx CORP | 股票-工業 | 1.20% | -1.39% | EXIT | |
| 32 | RL | Ralph Lauren CORP | 股票-循環性消費 | 1.13% | -0.42% | +18.39% | |
| 33 | BE | Bloom Energy Corp- A | 股票-工業 | 1.08% | +1.17% | -57.48% | |
| 34 | LRCX | Lam Research CORP | 股票-科技 | 1.06% | +1.23% | — | |
| 35 | ELAN | Elanco Animal Health Inc | 股票-醫療保健 | 1.04% | -1.15% | EXIT | |
| 36 | NXT | Nextpower Inc-cl A | 股票-科技 | 1.04% | -0.77% | — | |
| 37 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.03% | -0.20% | -1.56% | |
| 38 | B | Barrick Mining CORP | 股票-原物料 | 1.03% | -1.14% | EXIT | |
| 39 | MTZ | Mastec Inc | 股票-工業 | 1.01% | -0.15% | +0.88% | |
| 40 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.01% | — | -8.98% | |
| 41 | DY | Dycom Industries Inc | 股票-工業 | 1.00% | +0.48% | +6.29% | |
| 42 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.98% | -0.19% | +1.57% | |
| 43 | WGS | Genedx Holdings CORP | 股票-其他 | 0.97% | — | — | |
| 44 | SEDG | Solaredge Technologies Inc | 股票-科技 | 0.96% | +0.22% | -15.35% | |
| 45 | AMG | Affiliated Managers Group | 股票-金融 | 0.93% | -1.06% | EXIT | |
| 46 | FTAI | FTAI Aviation Ltd. | 股票-工業 | 0.90% | -1.24% | EXIT | |
| 47 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.89% | — | — | |
| 48 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.89% | — | +5.14% | |
| 49 | RUN | Sunrun Inc | 股票-科技 | 0.88% | — | — | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.87% | +0.90% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | +2.6% | +3.54% | 加碼 |
| 2 | CIEN | Ciena CORP | +1.3% | +9.18% | 加碼 |
| 3 | STX | Seagate Technology Holdings plc | +1.1% | +54.03% | 加碼 |
| 4 | W | Wayfair Inc- Class A | +1% | +86.22% | 加碼 |
| 5 | IRTC | Irhythm Holdings Inc | +0.7% | +61.39% | 加碼 |
| 6 | FIVE | Five Below | +0.7% | +17.55% | 加碼 |
| 7 | SOFI | Sofi Technologies Inc | +0.7% | +60.22% | 加碼 |
| 8 | APH | Amphenol Corp-cl A | +0.5% | +30.45% | 加碼 |
| 9 | SGI | Somnigroup International Inc | +0.5% | +155.12% | 加碼 |
| 10 | LLY | Eli Lilly & Co | +0.4% | -4.98% | 減碼 |
| 11 | GEV | GE Vernova Inc | +0.4% | +19.31% | 加碼 |
| 12 | NET | Cloudflare Inc - Class A | +0.4% | +40.35% | 加碼 |
| 13 | AEM | Agnico Eagle Mines LTD | +0.3% | +16.52% | 加碼 |
| 14 | RL | Ralph Lauren CORP | +0.3% | +18.39% | 加碼 |
| 15 | BWXT | Bwx Technologies Inc | +0.2% | +23.94% | 加碼 |
| 16 | TPR | Tapestry Inc | +0.2% | -0.79% | 減碼 |
| 17 | DY | Dycom Industries Inc | +0.2% | +6.29% | 加碼 |
| 18 | AMG | Affiliated Managers Group | +0.2% | +1.53% | 加碼 |
| 19 | GS | Goldman Sachs Group Inc | +0.2% | +25.28% | 加碼 |
| 20 | RTX | Rtx CORP | +0.1% | +2.18% | 加碼 |
| 21 | BNY | Bank Of New York Mellon CORP | +0.1% | +1.57% | 加碼 |
| 22 | WWD | Woodward Inc | +0.1% | -9.34% | 減碼 |
| 23 | IDXX | Idexx Laboratories Inc | +0.1% | +0.41% | 加碼 |
| 24 | CEG | Constellation Energy | +0.1% | +0.05% | 加碼 |
| 25 | AVGO | Broadcom Inc | +0.1% | -3.63% | 減碼 |
| 26 | MTZ | Mastec Inc | 0% | +0.88% | 加碼 |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | +12.73% | 加碼 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +1.33% | 加碼 |
| 29 | GE | General Electric | 0% | -1.49% | 減碼 |
| 30 | WMT | Walmart Inc | 0% | -6.46% | 減碼 |
| 31 | HWM | Howmet Aerospace Inc | 0% | -4.00% | 減碼 |
| 32 | IBKR | Interactive Brokers Gro-cl A | — | +5.14% | 加碼 |
| 33 | SHOP | Shopify Inc - Class A | — | -8.98% | 減碼 |
| 34 | NVDA | Nvidia CORP | — | -0.78% | 減碼 |
| 35 | DTM | Dt Midstream Inc | — | -7.46% | 減碼 |
| 36 | SRE | Sempra | — | -0.49% | 減碼 |
| 37 | RSPT | Invesco S&p 500 Equal Weight | — | +0.53% | 加碼 |
| 38 | VTI | Vanguard Total Stock Mkt ETF | — | -3.99% | 減碼 |
| 39 | VUG | Vanguard Growth ETF | — | -1.76% | 減碼 |
| 40 | PLTR | Palantir Technologies Inc-a | 0% | +0.88% | 加碼 |
| 41 | AMZN | Amazon.com Inc | 0% | -7.40% | 減碼 |
| 42 | PG | Procter & Gamble Co/the | 0% | -1.09% | 減碼 |
| 43 | CASY | Casey's General Stores Inc | 0% | -1.56% | 減碼 |
| 44 | MSFT | Microsoft CORP | 0% | -1.94% | 減碼 |
| 45 | ATO | Atmos Energy CORP | -0.1% | -20.50% | 減碼 |
| 46 | EBAY | Ebay Inc | -0.1% | -1.58% | 減碼 |
| 47 | NRG | Nrg Energy Inc | -0.1% | -6.74% | 減碼 |
| 48 | CALX | Calix Inc | -0.1% | -4.73% | 減碼 |
| 49 | IBM | Intl Business Machines CORP | -0.5% | -66.24% | 減碼 |
| 50 | SEDG | Solaredge Technologies Inc | -0.5% | -15.35% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Williamson Legacy Group, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.0億，共申報了 92 個公開持股部位。
在 Q4 2025 季度，Williamson Legacy Group, LLC 按市值排列的前三大核心持股分別為：LITE (4.4%)、CIEN (3.0%)、PLTR (2.8%)。其中最大持股部位 LITE 佔據整體投資組合約 4.4% 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
WDC
市值: US$338.9萬
本季最大獲利了結 / 清倉標的
RBLX
前期市值: US$260.7萬
在 Q4 2025 季度中，Williamson Legacy Group, LLC 共進行了 125 項持倉異動，包含新建倉 28 個部位、加碼 27 個部位、減碼 37 個部位以及清倉 33 個部位。 其中最大新建倉標的為 WDC。 本季清倉部位包含 RBLX。
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。