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
155 檔
20.1%
在 Q4 2025 的 13F 官方备案中，Capital Wealth Planning, LLC 管理的美股投资组合规模来到 US$200.2亿，整体持股档数为 155 档。
在 Q4 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 27 个新仓位，并对 87 个既有持股进行加仓（合计增持 114 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 GS, AXP, AAPL 等）合计占整体申报市值的 20.1%，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 | GS | Goldman Sachs Group Inc | 股票-金融 | 5.40% | +0.14% | -5.23% | |
| 2 | AXP | American Express Co | 股票-金融 | 5.17% | -0.32% | -0.77% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.16% | +0.20% | -8.70% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.14% | +0.05% | +3.55% | |
| 5 | RTX | Rtx CORP | 股票-工业 | 5.14% | -1.92% | +6.36% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 5.12% | -0.28% | +14.96% | |
| 7 | CAT | Caterpillar Inc | 股票-工业 | 4.94% | +1.74% | -19.14% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 4.91% | -0.76% | +7.18% | |
| 9 | CME | Cme Group Inc | 股票-金融 | 4.77% | -0.18% | +6.97% | |
| 10 | IBM | Intl Business Machines CORP | 股票-科技 | 4.66% | -0.27% | +12.24% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 4.14% | -1.07% | +12.40% | |
| 12 | TJX | Tjx Companies Inc | 股票-周期性消费 | 4.07% | -0.46% | -0.85% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.70% | -1.08% | +6.44% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.54% | -0.03% | +8.74% | |
| 15 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.43% | +0.02% | +56.80% | |
| 16 | AMGN | Amgen Inc | 股票-医疗保健 | 3.07% | +0.09% | +75.25% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 2.89% | -0.54% | +23014.71% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.84% | +0.27% | +4.66% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 2.73% | -0.86% | +6.60% | |
| 20 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 2.07% | -0.76% | -25.41% | |
| 21 | DUK | Duke Energy CORP | 股票-公用事业 | 2.03% | -0.17% | +9.61% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.90% | +0.41% | +79.58% | |
| 23 | SOFR | Amplify Samsung Sofr ETF | ETF-其他 | 1.84% | -0.03% | +47.64% | |
| 24 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.59% | -0.19% | +49392.04% | |
| 25 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.06% | -0.18% | -34.81% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.97% | -0.01% | -58.52% | |
| 27 | FAST | Fastenal Co | 股票-工业 | 0.61% | -0.03% | — | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | +1.91% | +71.88% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.26% | +0.12% | +43.78% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.25% | +0.02% | +4.04% | |
| 31 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.23% | +0.03% | +69.71% | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.22% | — | -84.50% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.19% | +0.06% | +74.09% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.19% | -0.04% | +40.72% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.18% | +0.13% | +37.63% | |
| 36 | TSLA | Tesla Inc | 股票-周期性消费 | 0.16% | +0.05% | +72.11% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.15% | +0.01% | +37.54% | |
| 38 | SMFG | Sumitomo Mitsui-spons Adr | 股票-金融 | 0.14% | +0.06% | +37.65% | |
| 39 | BCS | Barclays Plc-spons Adr | 股票-金融 | 0.13% | +0.01% | +13.90% | |
| 40 | ✓ | 股票-其他 | 0.13% | — | — | ||
| 41 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.12% | — | +97.23% | |
| 42 | ASML | ASML Holding N.V. | 股票-科技 | 0.12% | +0.11% | +60.51% | |
| 43 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 0.12% | -0.02% | +37.61% | |
| 44 | BBVA | Banco Bilbao Vizcaya-sp Adr | 股票-金融 | 0.12% | +0.03% | +54.74% | |
| 45 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.11% | +0.04% | +3.03% | |
| 46 | SCCO | Southern Copper CORP | 股票-原材料 | 0.11% | +0.05% | +26.01% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.11% | +0.10% | +58.85% | |
| 48 | ATAT | Atour Lifestyle Holdings-adr | 股票-其他 | 0.10% | -0.08% | EXIT | |
| 49 | NTES | Netease Inc-adr | 股票-通信服务 | 0.10% | +0.05% | +37.52% | |
| 50 | ENB | Enbridge Inc | 股票-能源 | 0.10% | +0.02% | +49.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +2.9% | +23014.71% | 加仓 |
| 2 | MPC | Marathon Petroleum CORP | +1.6% | +49392.04% | 加仓 |
| 3 | MRK | Merck & Co. Inc. | +1.5% | +56.80% | 加仓 |
| 4 | AMGN | Amgen Inc | +1.4% | +75.25% | 加仓 |
| 5 | KO | Coca-cola Co/the | +0.8% | +79.58% | 加仓 |
| 6 | SOFR | Amplify Samsung Sofr ETF | +0.5% | +47.64% | 加仓 |
| 7 | RTX | Rtx CORP | +0.4% | +6.36% | 加仓 |
| 8 | IBM | Intl Business Machines CORP | +0.3% | +12.24% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.2% | +71.88% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +43.78% | 加仓 |
| 11 | AXP | American Express Co | +0.1% | -0.77% | 减仓 |
| 12 | AMZN | Amazon.com Inc | +0.1% | +69.71% | 加仓 |
| 13 | AVGO | Broadcom Inc | +0.1% | +74.09% | 加仓 |
| 14 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +97.23% | 加仓 |
| 15 | BMO | Bank Of Montreal | +0.1% | +475.93% | 加仓 |
| 16 | TSLA | Tesla Inc | +0.1% | +72.11% | 加仓 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +37.63% | 加仓 |
| 18 | BBVA | Banco Bilbao Vizcaya-sp Adr | +0.1% | +54.74% | 加仓 |
| 19 | ASML | ASML Holding N.V. | +0.1% | +60.51% | 加仓 |
| 20 | AMD | Advanced Micro Devices | +0.1% | +58.85% | 加仓 |
| 21 | SMFG | Sumitomo Mitsui-spons Adr | +0.1% | +37.65% | 加仓 |
| 22 | MT | Arcelormittal-ny Registered | +0.1% | +156.27% | 加仓 |
| 23 | VOD | Vodafone Group Plc-sp Adr | +0.1% | +87.22% | 加仓 |
| 24 | V | Visa Inc-class A Shares | 0% | +7.18% | 加仓 |
| 25 | NVS | Novartis Ag-sponsored Adr | 0% | +37.54% | 加仓 |
| 26 | E | Eni Spa-sponsored Adr | 0% | +109.75% | 加仓 |
| 27 | ASX | Ase Technology Holding -adr | 0% | +111.89% | 加仓 |
| 28 | ESLT | Elbit Systems Ltd. | 0% | +149.87% | 加仓 |
| 29 | PLTR | Palantir Technologies Inc-a | 0% | +304.23% | 加仓 |
| 30 | CCJ | Cameco CORP | 0% | +37.64% | 加仓 |
| 31 | SAN | Banco Santander Sa-spon Adr | 0% | +87.76% | 加仓 |
| 32 | SCCO | Southern Copper CORP | 0% | +26.01% | 加仓 |
| 33 | BCS | Barclays Plc-spons Adr | 0% | +13.90% | 加仓 |
| 34 | ATAT | Atour Lifestyle Holdings-adr | 0% | +51.84% | 加仓 |
| 35 | EMBJ | Embraer Sa-spon Adr | 0% | +37.61% | 加仓 |
| 36 | LLY | Eli Lilly & Co | 0% | +15.61% | 加仓 |
| 37 | CSCO | Cisco Systems Inc | 0% | +75.59% | 加仓 |
| 38 | IMO | Imperial Oil LTD | 0% | +62.79% | 加仓 |
| 39 | ALL | Allstate CORP | 0% | +98.30% | 加仓 |
| 40 | RKLB | Rocket Lab CORP | 0% | +903.38% | 加仓 |
| 41 | CX | Cemex Sab-spons Adr Part Cer | 0% | +137.24% | 加仓 |
| 42 | U | Unity Software Inc | 0% | +150.84% | 加仓 |
| 43 | BABA | Alibaba Group Holding-sp Adr | 0% | +40.72% | 加仓 |
| 44 | KEP | Korea Elec Power Corp-sp Adr | 0% | +56.57% | 加仓 |
| 45 | HAS | Hasbro Inc | 0% | +116.44% | 加仓 |
| 46 | ENB | Enbridge Inc | 0% | +49.76% | 加仓 |
| 47 | BTI | British American Tob-sp Adr | 0% | +40.63% | 加仓 |
| 48 | MO | Altria Group Inc | 0% | +156.75% | 加仓 |
| 49 | NTES | Netease Inc-adr | 0% | +37.52% | 加仓 |
| 50 | BA | Boeing Co/the | 0% | +102.28% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Capital Wealth Planning, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$200.2亿，共申报了 155 个公开持股仓位。
在 Q4 2025 季度，Capital Wealth Planning, LLC 按市值排列的前三大核心持股分别为：GS (5.4%)、AXP (5.2%)、AAPL (5.2%)。其中最大持股仓位 GS 占据整体投资组合约 5.4% 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
市值: US$1934.4万
本季最大获利了结 / 清仓标的
CIB
前期市值: US$1478.4万
在 Q4 2025 季度中，Capital Wealth Planning, LLC 共进行了 170 项持仓异动，包含新建仓 27 个仓位、加仓 87 个仓位、减仓 32 个仓位以及清仓 24 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 CIB。
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。