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: 0002009900
申報總市值
US$2.2億
US$2.2億
108 檔
22.0%
Q1 2025 季度申報顯示，Wynn Capital, LLC 揭露的美股組合總市值為 US$2.2億，涵蓋 108 個不同之權益投資部位。
在 Q1 2025，Wynn Capital, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 5 個新部位，並對 28 個既有持股進行加碼（合計增持 33 檔），相較減碼與清倉部位顯著佔優。
整體而言，Wynn Capital, LLC 的前 5 大持股（包含 SCHB, MSFT, AAPL）貢獻了組合市值的 22.0%，形成該機構在 Q1 2025 季度的基本面基石。
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 11.09% | +0.43% | -0.59% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.64% | -0.66% | +145.01% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.32% | -0.02% | +3.83% | |
| 4 | TSLA | Tesla Inc | 股票-循環性消費 | 3.87% | -0.05% | +1.87% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.29% | -0.11% | +23.60% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.76% | +0.30% | +1.38% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.75% | -0.31% | -0.16% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.57% | -0.21% | -0.72% | |
| 9 | AXP | American Express Co | 股票-金融 | 2.37% | -0.05% | -0.40% | |
| 10 | WFC | Wells Fargo & Co | 股票-金融 | 2.33% | -0.21% | +28.82% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 2.06% | -0.48% | +43.06% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.99% | -0.01% | -15.49% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.91% | +0.09% | +0.34% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.77% | +0.61% | +26.41% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.73% | -0.13% | +53.40% | |
| 16 | MCK | Mckesson CORP | 股票-醫療保健 | 1.62% | -0.38% | — | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.58% | -0.19% | -0.03% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.57% | -0.19% | +25.78% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.48% | +0.05% | +1.31% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.29% | -0.19% | +0.34% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 1.21% | -0.10% | +0.08% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.20% | +0.01% | +1.31% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.19% | +0.01% | +12.75% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.16% | +0.03% | +8.28% | |
| 25 | GE | General Electric | 股票-工業 | 1.15% | +0.19% | +4.30% | |
| 26 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.08% | +0.07% | — | |
| 27 | RTX | Rtx CORP | 股票-工業 | 1.07% | -0.19% | -0.29% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.06% | -0.01% | -15.62% | |
| 29 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.04% | -0.28% | +1.38% | |
| 30 | FDX | Fedex CORP | 股票-工業 | 1.02% | -0.31% | +0.21% | |
| 31 | MMM | 3m Co | 股票-工業 | 1.01% | -0.02% | -0.64% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.97% | -0.10% | -2.14% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.93% | -0.05% | -0.20% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.88% | -0.18% | +300.85% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.87% | +0.17% | -0.03% | |
| 36 | BLK | Blackrock Inc | 股票-金融 | 0.85% | -0.11% | — | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.80% | -0.16% | +151.26% | |
| 38 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.78% | +0.18% | +2.80% | |
| 39 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.74% | -0.06% | +0.09% | |
| 40 | HON | Honeywell International Inc | 股票-工業 | 0.72% | -0.64% | EXIT | |
| 41 | AMAT | Applied Materials Inc | 股票-科技 | 0.70% | +1.18% | +2.04% | |
| 42 | CI | THE Cigna Group | 股票-醫療保健 | 0.67% | -0.05% | +1.02% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.65% | +0.27% | +2.39% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | -0.03% | +6.45% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.62% | -0.01% | +5.01% | |
| 46 | UL | Unilever PLC | 股票-非循環性消費 | 0.60% | — | +1.54% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.57% | +0.18% | +0.09% | |
| 48 | PFE | Pfizer Inc | 股票-醫療保健 | 0.55% | -0.12% | +64.46% | |
| 49 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.54% | -0.06% | +0.25% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工業 | 0.53% | -0.15% | -8.47% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +3.4% | +145.01% | 加碼 |
| 2 | MCD | Mcdonald's CORP | +0.7% | +300.85% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | +23.60% | 加碼 |
| 4 | WMT | Walmart Inc | +0.5% | +43.06% | 加碼 |
| 5 | PEP | Pepsico Inc | +0.5% | +151.26% | 加碼 |
| 6 | WFC | Wells Fargo & Co | +0.5% | +28.82% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.4% | +25.78% | 加碼 |
| 8 | MRK | Merck & Co. Inc. | +0.4% | +53.40% | 加碼 |
| 9 | NUE | Nucor CORP | +0.4% | NEW | 新建倉 |
| 10 | BA | Boeing Co/the | +0.4% | NEW | 新建倉 |
| 11 | CSCO | Cisco Systems Inc | +0.3% | +26.41% | 加碼 |
| 12 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +1.38% | 加碼 |
| 13 | USB | US Bancorp | +0.3% | NEW | 新建倉 |
| 14 | ABBV | Abbvie Inc | +0.2% | +12.75% | 加碼 |
| 15 | CVS | Cvs Health CORP | +0.2% | +2.80% | 加碼 |
| 16 | HON | Honeywell International Inc | +0.2% | +72.41% | 加碼 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.72% | 減碼 |
| 18 | TFC | Truist Financial CORP | +0.2% | NEW | 新建倉 |
| 19 | PFE | Pfizer Inc | +0.2% | +64.46% | 加碼 |
| 20 | MCK | Mckesson CORP | +0.2% | — | 不變 |
| 21 | GE | General Electric | +0.2% | +4.30% | 加碼 |
| 22 | AMGN | Amgen Inc | +0.1% | +0.08% | 加碼 |
| 23 | DE | Deere & Co | +0.1% | +42.79% | 加碼 |
| 24 | ABT | Abbott Laboratories | +0.1% | +37.58% | 加碼 |
| 25 | VZ | Verizon Communications Inc | +0.1% | NEW | 新建倉 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +1.31% | 加碼 |
| 27 | RTX | Rtx CORP | +0.1% | -0.29% | 減碼 |
| 28 | KO | Coca-cola Co/the | +0.1% | -0.20% | 減碼 |
| 29 | CI | THE Cigna Group | +0.1% | +1.02% | 加碼 |
| 30 | CHKP | Check Point Software Technologies Ltd. | +0.1% | +0.25% | 加碼 |
| 31 | MMM | 3m Co | +0.1% | -0.64% | 減碼 |
| 32 | BNY | Bank Of New York Mellon CORP | 0% | — | 不變 |
| 33 | BIIB | Biogen Inc | -0.1% | EXIT | 清倉 |
| 34 | LMT | Lockheed Martin CORP | -0.1% | -8.47% | 減碼 |
| 35 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | +2.39% | 加碼 |
| 36 | SCHD | Schwab US Dvd Equity ETF | -0.2% | EXIT | 清倉 |
| 37 | IDEV | Ishares Core Msci Dev Mkts | -0.2% | EXIT | 清倉 |
| 38 | PYPL | Paypal Holdings Inc | -0.2% | +0.71% | 加碼 |
| 39 | DIS | Walt Disney Co/the | -0.2% | -2.14% | 減碼 |
| 40 | FDX | Fedex CORP | -0.2% | +0.21% | 加碼 |
| 41 | AMZN | Amazon.com Inc | -0.3% | +1.31% | 加碼 |
| 42 | SCHX | Schwab US Large-cap ETF | -0.3% | -15.62% | 減碼 |
| 43 | IJH | Ishares Core S&p Midcap ETF | -0.4% | EXIT | 清倉 |
| 44 | ORCL | Oracle CORP | -0.4% | -0.03% | 減碼 |
| 45 | AXP | American Express Co | -0.4% | -0.40% | 減碼 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | -15.49% | 減碼 |
| 47 | AAPL | Apple Inc | -0.7% | +3.83% | 加碼 |
| 48 | GOOG | Alphabet Inc-cl C | -0.8% | +1.38% | 加碼 |
| 49 | SCHB | Schwab US Broad Market ETF | -1.4% | -0.59% | 減碼 |
| 50 | TSLA | Tesla Inc | -2.4% | +1.87% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Wynn Capital, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$2.2億，共申報了 108 個公開持股部位。
在 Q1 2025 季度，Wynn Capital, LLC 按市值排列的前三大核心持股分別為：SCHB (11.1%)、MSFT (6.6%)、AAPL (4.3%)。其中最大持股部位 SCHB 佔據整體投資組合約 11.1% 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
NUE
市值: US$66.7萬
本季最大獲利了結 / 清倉標的
IJH
前期市值: US$56.0萬
在 Q1 2025 季度中，Wynn Capital, LLC 共進行了 48 項持倉異動，包含新建倉 5 個部位、加碼 28 個部位、減碼 11 個部位以及清倉 4 個部位。 其中最大新建倉標的為 NUE。 本季清倉部位包含 IJH。
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。