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: 0001791002
申報總市值
US$4.2億
US$4.2億
129 檔
22.7%
在 Q2 2025 的 13F 官方備案中，Xcel Wealth Management, LLC 管理的美股投資組合規模來到 US$4.2億，整體持股檔數為 129 檔。
在 Q2 2025 期間，Xcel Wealth Management, LLC 展現了靈活的資產再平衡步調，透過出清 3 檔弱勢或達到目標價部位，將資金轉置於 4 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 AMZN, RH, BAC）累計市值佔比達 22.7%，是驅動 Xcel Wealth Management, 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 8.54% | -0.29% | +2.63% | |
| 2 | RH | Rh | 股票-循環性消費 | 6.13% | +0.41% | -10.60% | |
| 3 | BAC | Bank Of America CORP | 股票-金融 | 4.80% | -0.42% | -0.44% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.99% | -0.17% | -1.45% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.56% | -0.23% | -0.48% | |
| 6 | HD | Home Depot Inc | 股票-循環性消費 | 3.45% | -0.10% | +5.20% | |
| 7 | F | Ford Motor Co | 股票-循環性消費 | 3.30% | -0.48% | -0.88% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.02% | -0.11% | -1.75% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.00% | +0.07% | -24.72% | |
| 10 | COF | Capital One Financial CORP | 股票-金融 | 2.64% | -0.12% | +86.07% | |
| 11 | BA | Boeing Co/the | 股票-工業 | 2.62% | -0.32% | -1.31% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 2.10% | — | +4.45% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 1.99% | -0.01% | -0.81% | |
| 14 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 1.80% | +0.02% | +143.25% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.78% | -0.14% | -3.34% | |
| 16 | WHR | Whirlpool CORP | 股票-循環性消費 | 1.64% | -0.20% | EXIT | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.50% | -0.30% | +1.06% | |
| 18 | UBER | Uber Technologies Inc | 股票-工業 | 1.44% | -0.36% | -1.84% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.44% | -0.37% | +13.17% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 1.40% | -0.44% | -4.38% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.40% | +0.69% | -2.03% | |
| 22 | PFE | Pfizer Inc | 股票-醫療保健 | 1.38% | -0.21% | -12.93% | |
| 23 | GE | General Electric | 股票-工業 | 1.33% | +0.05% | -0.17% | |
| 24 | NOW | Servicenow Inc | 股票-科技 | 1.32% | -0.24% | -3.09% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.31% | -0.08% | -2.02% | |
| 26 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.15% | -0.60% | -28.50% | |
| 27 | CAVA | Cava Group Inc | 股票-循環性消費 | 1.02% | -0.31% | +95.51% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.99% | +0.11% | -1.22% | |
| 29 | TOST | Toast Inc-class A | 股票-科技 | 0.99% | -0.55% | EXIT | |
| 30 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.98% | -0.19% | -0.73% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.91% | -0.21% | +3.07% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | -0.25% | +1.89% | |
| 33 | DEA | Easterly Government Properti | 股票-其他 | 0.85% | -0.04% | — | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.84% | +0.19% | +0.45% | |
| 35 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.81% | -0.45% | +6.41% | |
| 36 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.73% | +1.15% | -0.09% | |
| 37 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.71% | -0.19% | +3.69% | |
| 38 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 0.71% | +0.11% | +22.33% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | -0.25% | +0.04% | |
| 40 | SKT | Tanger Inc | 股票-房地產 | 0.68% | — | — | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.68% | -0.40% | +1.03% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | -0.15% | +106.77% | |
| 43 | PRU | Prudential Financial Inc | 股票-金融 | 0.57% | +0.39% | -4.10% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | -0.01% | +0.50% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.54% | -0.39% | -12.84% | |
| 46 | YETI | Yeti Holdings Inc | 股票-循環性消費 | 0.53% | -0.02% | -11.60% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | +0.09% | +6.70% | |
| 48 | BX | Blackstone Inc | 股票-金融 | 0.52% | -0.09% | -1.47% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.51% | — | +36.92% | |
| 50 | GRMN | Garmin Ltd. | 股票-科技 | 0.48% | -0.11% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COF | Capital One Financial CORP | +1.3% | +86.07% | 加碼 |
| 2 | BAC 7.25 PERP L債券 | Bank Of America CORP | +1% | +143.25% | 加碼 |
| 3 | NVDA | Nvidia CORP | +1% | -1.45% | 減碼 |
| 4 | DEA | Easterly Government Properti | +0.9% | NEW | 新建倉 |
| 5 | AVGO | Broadcom Inc | +0.8% | +4.45% | 加碼 |
| 6 | SKT | Tanger Inc | +0.7% | NEW | 新建倉 |
| 7 | AMZN | Amazon.com Inc | +0.6% | +2.63% | 加碼 |
| 8 | CAVA | Cava Group Inc | +0.4% | +95.51% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.4% | +106.77% | 加碼 |
| 10 | FDX | Fedex CORP | +0.3% | NEW | 新建倉 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.3% | +6.41% | 加碼 |
| 12 | BA | Boeing Co/the | +0.3% | -1.31% | 減碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.3% | -0.48% | 減碼 |
| 14 | TOST | Toast Inc-class A | +0.2% | +5.50% | 加碼 |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +0.45% | 加碼 |
| 16 | DIS | Walt Disney Co/the | +0.2% | +1.06% | 加碼 |
| 17 | GE | General Electric | +0.2% | -0.17% | 減碼 |
| 18 | GS | Goldman Sachs Group Inc | +0.2% | +36.92% | 加碼 |
| 19 | B | Barrick Mining CORP | +0.2% | NEW | 新建倉 |
| 20 | UBER | Uber Technologies Inc | +0.2% | -1.84% | 減碼 |
| 21 | LEVI | Levi Strauss & Co- Class A | +0.2% | +22.33% | 加碼 |
| 22 | MS | Morgan Stanley | +0.2% | -0.81% | 減碼 |
| 23 | NOW | Servicenow Inc | +0.2% | -3.09% | 減碼 |
| 24 | NFLX | Netflix Inc | +0.2% | +61.99% | 加碼 |
| 25 | BAC | Bank Of America CORP | +0.1% | -0.44% | 減碼 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +1.89% | 加碼 |
| 27 | SBUX | Starbucks CORP | +0.1% | +112.23% | 加碼 |
| 28 | SOFI | Sofi Technologies Inc | +0.1% | -3.90% | 減碼 |
| 29 | GEV | GE Vernova Inc | +0.1% | +0.12% | 加碼 |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | -2.03% | 減碼 |
| 31 | TSLA | Tesla Inc | +0.1% | -1.22% | 減碼 |
| 32 | AXP | American Express Co | +0.1% | +3.07% | 加碼 |
| 33 | CAT | Caterpillar Inc | +0.1% | +12.47% | 加碼 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +6.70% | 加碼 |
| 35 | NEE | Nextera Energy Inc | 0% | +13.17% | 加碼 |
| 36 | WHR | Whirlpool CORP | 0% | -3.24% | 減碼 |
| 37 | F | Ford Motor Co | -0.1% | -0.88% | 減碼 |
| 38 | HD | Home Depot Inc | -0.1% | +5.20% | 加碼 |
| 39 | RYN | Rayonier Inc | -0.2% | EXIT | 清倉 |
| 40 | ABX | Barrick Gold CORP | -0.2% | EXIT | 清倉 |
| 41 | MRVL | Marvell Technology Inc | -0.2% | -77.12% | 減碼 |
| 42 | UPS | United Parcel Service-cl B | -0.3% | -64.53% | 減碼 |
| 43 | PFE | Pfizer Inc | -0.4% | -12.93% | 減碼 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -3.34% | 減碼 |
| 45 | AAPL | Apple Inc | -0.6% | -1.75% | 減碼 |
| 46 | VZ | Verizon Communications Inc | -0.7% | -28.50% | 減碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.8% | -24.72% | 減碼 |
| 48 | BLMN | Bloomin' Brands Inc | -0.8% | -82.31% | 減碼 |
| 49 | DEA | Easterly Government Properties, Inc. | -1.3% | EXIT | 清倉 |
| 50 | RH | Rh | -3.2% | -10.60% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Xcel Wealth Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$4.2億，共申報了 129 個公開持股部位。
在 Q2 2025 季度，Xcel Wealth Management, LLC 按市值排列的前三大核心持股分別為：AMZN (8.5%)、RH (6.1%)、BAC (4.8%)。其中最大持股部位 AMZN 佔據整體投資組合約 8.5% 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
DEA
市值: US$298.5萬
本季最大獲利了結 / 清倉標的
DEA
前期市值: US$422.5萬
在 Q2 2025 季度中，Xcel Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 21 個部位、減碼 22 個部位以及清倉 3 個部位。 其中最大新建倉標的為 DEA。 本季清倉部位包含 DEA。
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。