13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001566728
申报总市值
US$200.2亿
US$200.2亿
152 檔
19.3%
Q3 2025 季度申报显示，Capital Wealth Planning, LLC 披露的美股组合总市值为 US$200.2亿，涵盖 152 个不同之权益投资仓位。
在 Q3 2025，Capital Wealth Planning, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 47 个新仓位，并对 73 个既有持股进行加仓（合计增持 120 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Capital Wealth Planning, LLC 的前 5 大核心持股（包含 AAPL, GS, CAT 等）合计占整体申报市值的 19.3%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 5.77% | +0.20% | +26.78% | |
| 2 | GS | Goldman Sachs Group Inc | 股票-金融 | 5.54% | +0.14% | -1.37% | |
| 3 | CAT | Caterpillar Inc | 股票-工业 | 5.45% | +1.74% | -0.90% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.27% | +0.05% | -1.39% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 5.24% | -0.28% | +6.19% | |
| 6 | AXP | American Express Co | 股票-金融 | 5.08% | -0.32% | +18.46% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 4.87% | -0.76% | +8.08% | |
| 8 | CME | Cme Group Inc | 股票-金融 | 4.82% | -0.18% | +14.15% | |
| 9 | RTX | Rtx CORP | 股票-工业 | 4.76% | -1.92% | -7.31% | |
| 10 | HD | Home Depot Inc | 股票-周期性消费 | 4.71% | -1.07% | +1.42% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 4.33% | -0.27% | -6.08% | |
| 12 | TJX | Tjx Companies Inc | 股票-周期性消费 | 4.20% | -0.46% | +6.57% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.97% | -0.03% | -20.25% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.77% | -1.08% | +9.45% | |
| 15 | HON | Honeywell International Inc | 股票-工业 | 3.15% | — | -8.27% | |
| 16 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 3.00% | -0.76% | +2.67% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.97% | +0.27% | +10.92% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 2.82% | -0.86% | +4.42% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.75% | -0.01% | -14.21% | |
| 20 | DUK | Duke Energy CORP | 股票-公用事业 | 2.13% | -0.17% | +9.36% | |
| 21 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.91% | -0.18% | +3.80% | |
| 22 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.89% | +0.02% | +101.13% | |
| 23 | AMGN | Amgen Inc | 股票-医疗保健 | 1.64% | +0.09% | -36.40% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.52% | — | +2830.31% | |
| 25 | SOFR | Amplify Samsung Sofr ETF | ETF-其他 | 1.36% | -0.03% | +9.08% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.10% | +0.41% | -33.56% | |
| 27 | FAST | Fastenal Co | 股票-工业 | 0.81% | -0.03% | — | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.28% | +1.91% | +198.49% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.26% | +0.02% | -0.71% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.17% | -0.04% | +151.44% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.15% | +0.12% | +236.44% | |
| 32 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.14% | +0.03% | +169.81% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.12% | +0.13% | +18.77% | |
| 34 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.12% | +0.04% | +31.67% | |
| 35 | RJF | Raymond James Financial Inc | 股票-金融 | 0.11% | -0.01% | — | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.11% | +0.06% | +202.35% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.11% | +0.01% | +31.55% | |
| 38 | CIB | Grupo Cibest Sa-adr | 股票-其他 | 0.10% | -0.05% | +31.65% | |
| 39 | TSLA | Tesla Inc | 股票-周期性消费 | 0.10% | +0.05% | +381.09% | |
| 40 | BCS | Barclays Plc-spons Adr | 股票-金融 | 0.10% | +0.01% | +31.66% | |
| 41 | SMFG | Sumitomo Mitsui-spons Adr | 股票-金融 | 0.09% | +0.06% | +31.68% | |
| 42 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 0.09% | -0.02% | -0.60% | |
| 43 | NTES | Netease Inc-adr | 股票-通信服务 | 0.08% | +0.05% | — | |
| 44 | NFLX | Netflix Inc | 股票-通信服务 | 0.08% | -0.04% | +179.37% | |
| 45 | SCCO | Southern Copper CORP | 股票-原材料 | 0.08% | +0.05% | +107.62% | |
| 46 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.08% | — | +31.65% | |
| 47 | ENB | Enbridge Inc | 股票-能源 | 0.08% | +0.02% | +60.64% | |
| 48 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.07% | — | +23.81% | |
| 49 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.07% | — | -5.81% | |
| 50 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.07% | -0.03% | +31.59% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.6% | +26.78% | 加仓 |
| 2 | MRK | Merck & Co. Inc. | +1.9% | +101.13% | 加仓 |
| 3 | RTX | Rtx CORP | +1.6% | -7.31% | 加仓 |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | +1.4% | +2830.31% | 加仓 |
| 5 | KO | Coca-cola Co/the | +1.1% | -33.56% | 加仓 |
| 6 | AEM | Agnico Eagle Mines LTD | +0.9% | +2.67% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.8% | -0.90% | 减仓 |
| 8 | MSFT | Microsoft CORP | +0.6% | +6.19% | 加仓 |
| 9 | AXP | American Express Co | +0.5% | +18.46% | 加仓 |
| 10 | MCD | Mcdonald's CORP | +0.5% | +9.45% | 加仓 |
| 11 | GS | Goldman Sachs Group Inc | +0.3% | -1.37% | 减仓 |
| 12 | NVDA | Nvidia CORP | +0.3% | +198.49% | 加仓 |
| 13 | META | Meta Platforms Inc-class A | +0.2% | -20.25% | 加仓 |
| 14 | TJX | Tjx Companies Inc | +0.2% | +6.57% | 加仓 |
| 15 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +151.44% | 加仓 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +236.44% | 加仓 |
| 17 | AMZN | Amazon.com Inc | +0.1% | +169.81% | 加仓 |
| 18 | AVGO | Broadcom Inc | +0.1% | +202.35% | 加仓 |
| 19 | TSLA | Tesla Inc | +0.1% | +381.09% | 加仓 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +18.77% | 加仓 |
| 21 | NFLX | Netflix Inc | +0.1% | +179.37% | 加仓 |
| 22 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | +31.67% | 加仓 |
| 23 | NVS | Novartis Ag-sponsored Adr | +0.1% | +31.55% | 加仓 |
| 24 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +31.65% | 加仓 |
| 25 | AMD | Advanced Micro Devices | +0.1% | +205.80% | 加仓 |
| 26 | SMFG | Sumitomo Mitsui-spons Adr | +0.1% | +31.68% | 加仓 |
| 27 | SCCO | Southern Copper CORP | +0.1% | +107.62% | 加仓 |
| 28 | ASML | ASML Holding N.V. | +0.1% | +34.44% | 加仓 |
| 29 | HOOD | Robinhood Markets Inc - A | +0.1% | +238.51% | 加仓 |
| 30 | JPM | Jpmorgan Chase & Co | 0% | -1.39% | 减仓 |
| 31 | SONY | Sony Group CORP - Sp Adr | 0% | +23.81% | 加仓 |
| 32 | EMBJ | Embraer Sa-spon Adr | 0% | -0.60% | 加仓 |
| 33 | LIN | Linde plc | 0% | +371.87% | 加仓 |
| 34 | COST | Costco Wholesale CORP | 0% | +310.31% | 加仓 |
| 35 | CCJ | Cameco CORP | 0% | -15.19% | 加仓 |
| 36 | BCS | Barclays Plc-spons Adr | 0% | +31.66% | 加仓 |
| 37 | TMUS | T-mobile US Inc | 0% | +282.45% | 加仓 |
| 38 | CSCO | Cisco Systems Inc | 0% | +218.01% | 加仓 |
| 39 | ORCL | Oracle CORP | 0% | +91.73% | 加仓 |
| 40 | FAST | Fastenal Co | 0% | — | 加仓 |
| 41 | EFA | Ishares Msci Eafe ETF | 0% | +27.09% | 加仓 |
| 42 | BBVA | Banco Bilbao Vizcaya-sp Adr | 0% | -5.21% | 加仓 |
| 43 | ENB | Enbridge Inc | 0% | +60.64% | 加仓 |
| 44 | ALL | Allstate CORP | 0% | +187.14% | 加仓 |
| 45 | COR | Cencora Inc | 0% | +156.04% | 加仓 |
| 46 | VOD | Vodafone Group Plc-sp Adr | 0% | +74.96% | 加仓 |
| 47 | AZNN | Astrazeneca Plc-spons Adr | 0% | +24.11% | 加仓 |
| 48 | RBLX | Roblox CORP -class A | 0% | +113.83% | 加仓 |
| 49 | DASH | Doordash Inc - A | 0% | +186.82% | 加仓 |
| 50 | SAN | Banco Santander Sa-spon Adr | 0% | +31.66% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Capital Wealth Planning, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$200.2亿，共申报了 152 个公开持股仓位。
在 Q3 2025 季度，Capital Wealth Planning, LLC 按市值排列的前三大核心持股分别为：AAPL (5.8%)、GS (5.5%)、CAT (5.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.8% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
CIB
市值: US$1478.4万
本季最大获利了结 / 清仓标的
CRM
前期市值: US$3.5亿
在 Q3 2025 季度中，Capital Wealth Planning, LLC 共进行了 179 项持仓异动，包含新建仓 47 个仓位、加仓 73 个仓位、减仓 23 个仓位以及清仓 36 个仓位。 其中最大新建仓标的为 CIB。 本季清仓仓位包含 CRM。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。