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: 0001531809
申报总市值
US$14.6亿
US$14.6亿
121 檔
23.8%
在 Q3 2025 申报期间，CapWealth Advisors, LLC（CIK: 0001531809）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$14.6亿，共持有 121 个公开申报仓位。
CapWealth Advisors, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 12 个全新仓位及加仓 13 档持股的同时，亦同步清仓 3 档并减仓 22 档标的。
在资产配置集中度方面，CapWealth Advisors, LLC 的前 5 大核心持股（包含 FNMA F PERP P, FNMA 8.25 PERP T, PLTR 等）合计占整体申报市值的 23.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
FNMA F PERP P
市值: US$9656.5万
本季最大获利了结 / 清仓标的
SNA
前期市值: US$1515.0万
| # | 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 | FNMA F PERP P债券 | Fannie Mae | 债券 | 6.65% | -0.29% | — | |
| 2 | FNMA 8.25 PERP T债券 | Fannie Mae | 债券 | 6.54% | -0.79% | — | |
| 3 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 4.03% | -0.43% | -21.70% | |
| 4 | WMB | Williams Cos Inc | 股票-能源 | 3.40% | -0.24% | -1.95% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | -0.10% | -0.83% | |
| 6 | FMCC 6.02 PERP X债券 | Freddie Mac | 债券 | 2.97% | -0.33% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.73% | -0.07% | -5.04% | |
| 8 | GLW | Corning Inc | 股票-科技 | 2.67% | +2.62% | -0.64% | |
| 9 | LUMN | Lumen Technologies Inc | 股票-通信服务 | 2.53% | +0.13% | +22.57% | |
| 10 | FNMA V8.25 PERP S债券 | Fannie Mae | 债券 | 2.51% | -0.28% | — | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 2.32% | +0.21% | -7.94% | |
| 12 | FMCC V8.375 PERP Z债券 | Freddie Mac | 债券 | 2.22% | -0.27% | — | |
| 13 | GE | General Electric | 股票-工业 | 2.10% | +0.48% | -2.17% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.09% | +0.50% | -2.74% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 2.05% | -0.74% | -4.30% | |
| 16 | GEV | GE Vernova Inc | 股票-工业 | 1.93% | +0.29% | -5.05% | |
| 17 | RTX | Rtx CORP | 股票-工业 | 1.93% | -0.19% | -1.89% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.91% | +0.14% | -2.54% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.88% | -0.01% | +0.14% | |
| 20 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.87% | +0.18% | -0.04% | |
| 21 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.86% | -0.40% | -3.68% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.77% | -0.10% | +0.04% | |
| 23 | DUK | Duke Energy CORP | 股票-公用事业 | 1.76% | -0.17% | -0.68% | |
| 24 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.66% | +0.67% | -2.42% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 1.56% | -0.04% | -1.29% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.38% | +0.29% | +1.75% | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 1.38% | -0.02% | -15.61% | |
| 28 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.34% | +0.12% | -1.27% | |
| 29 | AAPL | Apple Inc | 股票-科技 | 1.32% | +0.02% | -1.68% | |
| 30 | FBK | Fb Financial CORP | 股票-其他 | 1.27% | -0.02% | +3756.68% | |
| 31 | DOW | Dow Inc | 股票-原材料 | 1.26% | -0.96% | -1.64% | |
| 32 | CEG | Constellation Energy | 股票-公用事业 | 1.24% | -0.18% | +0.96% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工业 | 1.24% | +0.05% | +9.74% | |
| 34 | EQIX | Equinix Inc | 股票-房地产 | 1.22% | -0.01% | -7.55% | |
| 35 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.19% | -0.02% | EXIT | |
| 36 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.10% | -0.04% | -2.49% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.09% | -0.20% | -0.40% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.08% | +0.50% | +5415.72% | |
| 39 | T | At&t Inc | 股票-通信服务 | 1.01% | -0.74% | +3242.29% | |
| 40 | HON | Honeywell International Inc | 股票-工业 | 0.94% | -1.19% | EXIT | |
| 41 | FNMA F PERP O债券 | Fannie Mae | 债券 | 0.89% | -0.10% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.88% | +0.20% | +1.08% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.86% | -0.05% | +0.15% | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 0.78% | -0.01% | -1.75% | |
| 45 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.77% | -0.19% | -10.25% | |
| 46 | HD | Home Depot Inc | 股票-周期性消费 | 0.72% | +0.10% | -1.34% | |
| 47 | AMGN | Amgen Inc | 股票-医疗保健 | 0.71% | -0.05% | -0.55% | |
| 48 | FNMA 5.375 PERP债券 | Fannie Mae | 债券 | 0.69% | -0.16% | — | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | -0.12% | -1.96% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.65% | -0.35% | -24.23% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FBK | Fb Financial CORP | +1.2% | +3756.68% | 加仓 |
| 2 | ORCL | Oracle CORP | +1% | -1.29% | 加仓 |
| 3 | UNH | Unitedhealth Group Inc | +1% | +5415.72% | 加仓 |
| 4 | T | At&t Inc | +1% | +3242.29% | 加仓 |
| 5 | NEE | Nextera Energy Inc | +0.9% | +1.75% | 加仓 |
| 6 | LUMN | Lumen Technologies Inc | +0.6% | +22.57% | 加仓 |
| 7 | GLW | Corning Inc | +0.4% | -0.64% | 加仓 |
| 8 | GEV | GE Vernova Inc | +0.3% | -5.05% | 减仓 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | -21.70% | 减仓 |
| 10 | UPS | United Parcel Service-cl B | +0.1% | +9.74% | 加仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.74% | 减仓 |
| 12 | GOOGL | Alphabet Inc-cl A | -0.1% | +1.08% | 减仓 |
| 13 | GNRC | Generac Holdings Inc | -0.1% | -1.15% | 加仓 |
| 14 | WSM | Williams-sonoma Inc | -0.1% | -2.54% | 减仓 |
| 15 | GE | General Electric | -0.2% | -2.17% | 减仓 |
| 16 | MCHI | Ishares Msci China ETF | -0.2% | -0.54% | 加仓 |
| 17 | RSP | Invesco S&p 500 Equal Weight | -0.2% | +0.42% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | -0.2% | -74.55% | 减仓 |
| 19 | DHI | Dr Horton Inc | -0.3% | -0.04% | 减仓 |
| 20 | MRK | Merck & Co. Inc. | -0.4% | +0.14% | 加仓 |
| 21 | SONY | Sony Group CORP - Sp Adr | -0.4% | -2.49% | 减仓 |
| 22 | MSFT | Microsoft CORP | -0.5% | -0.83% | 减仓 |
| 23 | AMZN | Amazon.com Inc | -0.5% | -1.27% | 减仓 |
| 24 | COST | Costco Wholesale CORP | -0.5% | -1.96% | 减仓 |
| 25 | AAPL | Apple Inc | -0.6% | -1.68% | 减仓 |
| 26 | BAC | Bank Of America CORP | -0.6% | -2.54% | 减仓 |
| 27 | DUK | Duke Energy CORP | -0.8% | -0.68% | 加仓 |
| 28 | JNJ | Johnson & Johnson | -0.9% | +0.04% | 减仓 |
| 29 | EQIX | Equinix Inc | -0.9% | -7.55% | 减仓 |
| 30 | GILD | Gilead Sciences Inc | -1.2% | -3.68% | 减仓 |
| 31 | NFLX | Netflix Inc | -1.4% | -15.61% | 减仓 |
| 32 | RTX | Rtx CORP | -1.8% | -1.89% | 减仓 |
| 33 | WMB | Williams Cos Inc | -1.8% | -1.95% | 减仓 |
| 34 | DOW | Dow Inc | -2% | -1.64% | 减仓 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -2.9% | -5.04% | 减仓 |
| 36 | FNMA F PERP P债券 | Fannie Mae | — | NEW | 新建仓 |
| 37 | FNMA 8.25 PERP T债券 | Fannie Mae | — | NEW | 新建仓 |
| 38 | FMCC 6.02 PERP X债券 | Freddie Mac | — | NEW | 新建仓 |
| 39 | FNMA V8.25 PERP S债券 | Fannie Mae | — | NEW | 新建仓 |
| 40 | FMCC V8.375 PERP Z债券 | Freddie Mac | — | NEW | 新建仓 |
| 41 | CEG | Constellation Energy | — | NEW | 新建仓 |
| 42 | SNA | Snap-on Inc | — | EXIT | 清仓 |
| 43 | DVN | Devon Energy CORP | — | EXIT | 清仓 |
| 44 | FNMA F PERP O债券 | Fannie Mae | — | NEW | 新建仓 |
| 45 | FNMA 5.375 PERP债券 | Fannie Mae | — | NEW | 新建仓 |
| 46 | FTNT | Fortinet Inc | — | EXIT | 清仓 |
| 47 | FMCC F PERP S债券 | Freddie Mac | — | NEW | 新建仓 |
| 48 | DOCU | Docusign Inc | — | NEW | 新建仓 |
| 49 | FMCC 0 PERP M债券 | Freddie Mac | — | NEW | 新建仓 |
| 50 | FNMA V0 PERP +F债券 | Fannie Mae | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，CapWealth Advisors, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$14.6亿，共申报了 121 个公开持股仓位。
在 Q3 2025 季度，CapWealth Advisors, LLC 按市值排列的前三大核心持股分别为：FNMA F PERP P (6.7%)、FNMA 8.25 PERP T (6.5%)、PLTR (4.0%)。其中最大持股仓位 FNMA F PERP P 占据整体投资组合约 6.7% 的权重。
在 Q3 2025 季度中，CapWealth Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 12 个仓位、加仓 13 个仓位、减仓 22 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 FNMA F PERP P。 本季清仓仓位包含 SNA。
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。
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。
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。