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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001610769
申报总市值
US$52.2亿
US$52.2亿
1121 檔
15.5%
Caprock Group, LLC 在 Q3 2025 季度的美股仓位总计估值为 US$52.2亿，分散于 1121 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，Caprock Group, 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 129 个既有持股进行加仓（合计增持 156 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Caprock Group, LLC 的前 5 大核心持股（包含 VTI, NVDA, MSFT 等）合计占整体申报市值的 15.5%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1121 只）
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.89% | -0.65% | +1.12% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.49% | -0.31% | +9.16% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.43% | +1.98% | NEW | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.09% | -0.36% | +13.23% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.02% | -0.22% | +5.49% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.91% | -0.17% | +6.14% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.53% | -0.49% | +0.53% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.43% | -0.21% | +36.90% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.35% | -0.11% | -0.11% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.18% | -0.09% | +7.72% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.15% | -0.08% | +6.42% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.15% | -0.12% | +14.80% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.12% | +0.07% | -8.07% | |
| 14 | LQDA | Liquidia CORP | 股票-其他 | 1.11% | +0.90% | — | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.04% | -0.03% | +4.45% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.02% | -0.08% | -33.53% | |
| 17 | ELS | Equity Lifestyle Properties | 股票-房地产 | 0.99% | -0.28% | -4.17% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.97% | -0.08% | +0.80% | |
| 19 | RBLX | Roblox CORP -class A | 股票-通信服务 | 0.91% | -0.11% | -8.34% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.86% | -0.09% | +4.70% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.84% | -0.13% | +2.02% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.81% | +0.91% | NEW | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | -0.13% | +2.62% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 0.75% | -0.20% | +7.18% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.74% | -0.27% | +1.22% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | -0.06% | +5.18% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.05% | +1.99% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.63% | -0.19% | -0.40% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | +0.78% | NEW | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.54% | -0.03% | +6.60% | |
| 31 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.53% | -0.01% | +4.05% | |
| 32 | GE | General Electric | 股票-工业 | 0.51% | +0.03% | +1.14% | |
| 33 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.50% | -0.30% | +2.51% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.06% | +2.28% | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.45% | -0.02% | +6.58% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.45% | +0.01% | +2.93% | |
| 37 | HD | Home Depot Inc | 股票-周期性消费 | 0.44% | -0.06% | +4.32% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.44% | +0.23% | +4.80% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.44% | -0.07% | -5.23% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.41% | -0.04% | -0.50% | |
| 41 | PWR | Quanta Services Inc | 股票-工业 | 0.39% | +0.57% | NEW | |
| 42 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 0.38% | -0.30% | -1.75% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.37% | — | +0.53% | |
| 44 | SKYH | Sky Harbour Group CORP | 股票-其他 | 0.37% | -0.07% | -3.54% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.37% | -0.10% | -48.30% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | -0.09% | +7.16% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.34% | +0.38% | NEW | |
| 48 | GEV | GE Vernova Inc | 股票-工业 | 0.34% | +0.02% | +17.42% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.33% | +0.34% | NEW | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.33% | -0.02% | +7.67% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +9.16% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.7% | +15.55% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.3% | +4.45% | 加仓 |
| 4 | RBLX | Roblox CORP -class A | +0.3% | -8.34% | 减仓 |
| 5 | VXUS | Vanguard Total Intl Stock | +0.3% | +36.90% | 加仓 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | +1.22% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.72% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +6.42% | 加仓 |
| 9 | GEV | GE Vernova Inc | +0.2% | +17.42% | 加仓 |
| 10 | OKLO | Oklo Inc | +0.2% | +0.05% | 加仓 |
| 11 | HOOD | Robinhood Markets Inc - A | +0.1% | +7.69% | 加仓 |
| 12 | ORCL | Oracle CORP | +0.1% | +2.28% | 加仓 |
| 13 | ANET | Arista Networks Inc | +0.1% | +50.65% | 加仓 |
| 14 | DUK | Duke Energy CORP | +0.1% | +225.08% | 加仓 |
| 15 | IWV | Ishares Russell 3000 ETF | +0.1% | +14.80% | 加仓 |
| 16 | NFLX | Netflix Inc | +0.1% | +7.18% | 加仓 |
| 17 | JBL | Jabil Inc | +0.1% | +80.08% | 加仓 |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | +4.05% | 加仓 |
| 19 | PWR | Quanta Services Inc | +0.1% | +0.83% | 加仓 |
| 20 | C | Citigroup Inc | +0.1% | +20.34% | 加仓 |
| 21 | COF | Capital One Financial CORP | +0.1% | +62.76% | 加仓 |
| 22 | AMZN | Amazon.com Inc | +0.1% | +6.14% | 加仓 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +0.53% | 加仓 |
| 24 | GE | General Electric | +0.1% | +1.14% | 加仓 |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.80% | 加仓 |
| 26 | COIN | Coinbase Global Inc -class A | +0.1% | +13.95% | 加仓 |
| 27 | ULTA | Ulta Beauty Inc | +0.1% | +60.07% | 加仓 |
| 28 | CDNS | Cadence Design Sys Inc | +0.1% | +75.56% | 加仓 |
| 29 | TPR | Tapestry Inc | +0.1% | +194.05% | 加仓 |
| 30 | LDOS | Leidos Holdings Inc | +0.1% | +119.41% | 加仓 |
| 31 | CRI | Carter's Inc | +0.1% | +510.78% | 加仓 |
| 32 | CCL1EUR | Carnival CORP LTD | +0.1% | +541.23% | 加仓 |
| 33 | VEA | Vanguard Ftse Developed ETF | +0.1% | +16.22% | 加仓 |
| 34 | TSLA | Tesla Inc | +0.1% | +6.60% | 加仓 |
| 35 | AEM | Agnico Eagle Mines LTD | +0.1% | +2.51% | 加仓 |
| 36 | SYF | Synchrony Financial | +0.1% | +34.60% | 加仓 |
| 37 | IDXX | Idexx Laboratories Inc | +0.1% | +34.00% | 加仓 |
| 38 | NEM | Newmont CORP | +0.1% | +26.49% | 加仓 |
| 39 | APH | Amphenol Corp-cl A | +0.1% | +41.82% | 加仓 |
| 40 | FIVE | Five Below | +0.1% | +316.84% | 加仓 |
| 41 | UAL | United Airlines Holdings Inc | +0.1% | +128.83% | 加仓 |
| 42 | HUM | Humana Inc | +0.1% | +368.88% | 加仓 |
| 43 | INTU | Intuit Inc | 0% | +43.89% | 加仓 |
| 44 | AMD | Advanced Micro Devices | 0% | +17.94% | 加仓 |
| 45 | SOFI | Sofi Technologies Inc | 0% | -21.34% | 减仓 |
| 46 | URI | United Rentals Inc | 0% | +8.21% | 加仓 |
| 47 | PFE | Pfizer Inc | 0% | +61.99% | 加仓 |
| 48 | JEPI | Jpmorgan Equity Premium Inco | 0% | +296.14% | 加仓 |
| 49 | DDOG | Datadog Inc - Class A | 0% | +478.64% | 加仓 |
| 50 | MNST | Monster Beverage CORP | 0% | +121.34% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Caprock Group, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$52.2亿，共申报了 1121 个公开持股仓位。
在 Q3 2025 季度，Caprock Group, LLC 按市值排列的前三大核心持股分别为：VTI (6.9%)、NVDA (3.5%)、MSFT (3.4%)。其中最大持股仓位 VTI 占据整体投资组合约 6.9% 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
LQDA
市值: US$4517.6万
本季最大获利了结 / 清仓标的
OEF
前期市值: US$680.4万
在 Q3 2025 季度中，Caprock Group, LLC 共进行了 199 项持仓异动，包含新建仓 27 个仓位、加仓 129 个仓位、减仓 37 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 LQDA。 本季清仓仓位包含 OEF。
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。