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: 0000702007
申報總市值
US$2.7億
US$2.7億
889 檔
11.0%
Caldwell Sutter Capital, Inc. 在 Q1 2025 季度的美股部位總計估值為 US$2.7億，分散於 889 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Caldwell Sutter Capital, Inc. 於 Q1 2025 季度持續回收資金，對 30 個既有部位進行裁減並清倉 1 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Caldwell Sutter Capital, Inc. 的前 5 大核心持股（包含 AAPL, V, MSA 等）合計佔整體申報市值的 11.0%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
SGOV
市值: US$48.6萬
本季最大獲利了結 / 清倉標的
MANITEX INTL INC
前期市值: US$99.0萬
僅顯示前 200 大持股（共 889 檔）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 5.10% | +0.28% | -3.78% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 2.38% | +0.07% | -2.31% | |
| 3 | MSA | Msa Safety Inc | 股票-工業 | 2.37% | -0.05% | — | |
| 4 | DGICA | Donegal Group Inc-cl A | 股票-其他 | 2.17% | +0.13% | -1.31% | |
| 5 | KNTK | Kinetik Holdings Inc | 股票-其他 | 1.81% | -0.18% | -1.01% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.69% | +0.14% | +26.04% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.60% | -0.06% | -4.30% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.49% | -0.36% | -8.67% | |
| 9 | CAT | Caterpillar Inc | 股票-工業 | 1.45% | +0.85% | +0.04% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.40% | -0.18% | -3.51% | |
| 11 | SSBI | Summit State Bank | 股票-其他 | 1.37% | -0.10% | +26.42% | |
| 12 | PPIH | Perma-pipe International Hol | 股票-其他 | 1.34% | -0.46% | -0.66% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.32% | +0.07% | -1.24% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.21% | +0.04% | +1.10% | |
| 15 | NEN | New England Realty Assoc-lp | 股票-其他 | 1.18% | -0.07% | +0.16% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | -0.20% | -5.32% | |
| 17 | FSUN | Firstsun Capital Bancorp | 股票-其他 | 1.09% | +0.03% | -0.41% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.06% | +0.07% | -2.74% | |
| 19 | INTU | Intuit Inc | 股票-科技 | 0.99% | -0.24% | +8400.00% | |
| 20 | BCML | Baycom CORP | 股票-其他 | 0.99% | +0.02% | -1.46% | |
| 21 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.96% | -0.08% | -3.65% | |
| 22 | AXP | American Express Co | 股票-金融 | 0.95% | -0.17% | -0.13% | |
| 23 | MCI | Barings Corporate Investors | 股票-其他 | 0.94% | -0.03% | — | |
| 24 | INBK | First Internet Bancorp | 股票-其他 | 0.91% | +0.14% | -1.38% | |
| 25 | SENEA | Seneca Foods CORP - Cl A | 股票-其他 | 0.90% | +0.06% | -0.47% | |
| 26 | BANR | Banner Corporation | 股票-其他 | 0.89% | -0.05% | -6.35% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.87% | -0.04% | +0.19% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | -0.96% | EXIT | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.86% | +0.30% | -3.86% | |
| 30 | PKBK | Parke Bancorp Inc | 股票-其他 | 0.85% | +0.09% | -0.95% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | +0.03% | — | |
| 32 | UMH | Umh Properties Inc | 股票-其他 | 0.80% | -0.02% | -2.17% | |
| 33 | PFE | Pfizer Inc | 股票-醫療保健 | 0.78% | -0.24% | -1.85% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.77% | -0.13% | +6.62% | |
| 35 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.73% | +0.17% | — | |
| 36 | WLY | Wiley (john) & Sons-class A | 股票-其他 | 0.72% | +0.09% | — | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.70% | +0.04% | +1.12% | |
| 38 | NAII | Natural Alternatives Intl | 股票-其他 | 0.69% | -0.08% | +2.04% | |
| 39 | CWBC | Community West Bancshares | 股票-其他 | 0.65% | +0.10% | -0.84% | |
| 40 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 0.64% | -0.38% | — | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.62% | — | +7.42% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.59% | +0.04% | -3.67% | |
| 43 | T | At&t Inc | 股票-通訊服務 | 0.58% | -0.15% | -7.16% | |
| 44 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.58% | -0.02% | -0.58% | |
| 45 | WM | Waste Management Inc | 股票-工業 | 0.56% | -0.04% | -8.93% | |
| 46 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.55% | -0.11% | -1.70% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | -0.07% | +3.19% | |
| 48 | GOLD | Gold.com Inc | 股票-其他 | 0.53% | -0.03% | -2.86% | |
| 49 | ELSE | Electro-sensors Inc | 股票-其他 | 0.51% | +0.16% | -1.07% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | -0.01% | +0.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | INTU | Intuit Inc | +1% | +8400.00% | 加碼 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +26.04% | 加碼 |
| 3 | SSBI | Summit State Bank | +0.5% | +26.42% | 加碼 |
| 4 | DGICA | Donegal Group Inc-cl A | +0.5% | -1.31% | 減碼 |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | NEW | 新建倉 |
| 6 | V | Visa Inc-class A Shares | +0.2% | -2.31% | 減碼 |
| 7 | HSY | Hershey Co/the | +0.2% | +42.02% | 加碼 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.1% | +95.85% | 加碼 |
| 9 | MCI | Barings Corporate Investors | +0.1% | — | 不變 |
| 10 | IBM | Intl Business Machines CORP | +0.1% | -2.74% | 減碼 |
| 11 | DIS | Walt Disney Co/the | +0.1% | +61.10% | 加碼 |
| 12 | HP5A | Equity Commonwealth | +0.1% | +83.70% | 加碼 |
| 13 | SENEA | Seneca Foods CORP - Cl A | +0.1% | -0.47% | 減碼 |
| 14 | CVX | Chevron CORP | +0.1% | -8.67% | 減碼 |
| 15 | T | At&t Inc | +0.1% | -7.16% | 減碼 |
| 16 | KVUE | Kenvue Inc | +0.1% | +15.85% | 加碼 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | -2.00% | 減碼 |
| 18 | JOE | St Joe Co/the | +0.1% | NEW | 新建倉 |
| 19 | ABBV | Abbvie Inc | +0.1% | -3.67% | 減碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +0.54% | 加碼 |
| 21 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.24% | 減碼 |
| 22 | PKBK | Parke Bancorp Inc | -0.1% | -0.95% | 減碼 |
| 23 | BCML | Baycom CORP | -0.1% | -1.46% | 減碼 |
| 24 | CLMT | Calumet Inc | -0.1% | — | 不變 |
| 25 | AXP | American Express Co | -0.1% | -0.13% | 減碼 |
| 26 | IGM | Ishares Expanded Tech Sector | -0.1% | — | 不變 |
| 27 | VUG | Vanguard Growth ETF | -0.1% | -4.78% | 減碼 |
| 28 | ELSE | Electro-sensors Inc | -0.1% | -1.07% | 減碼 |
| 29 | CSW | Csw Industrials Inc | -0.1% | — | 不變 |
| 30 | AMZN | Amazon.com Inc | -0.1% | -14.65% | 減碼 |
| 31 | MRVL | Marvell Technology Inc | -0.1% | -15.06% | 減碼 |
| 32 | AVGO | Broadcom Inc | -0.1% | -10.05% | 減碼 |
| 33 | BANR | Banner Corporation | -0.1% | -6.35% | 減碼 |
| 34 | GOOG | Alphabet Inc-cl C | -0.1% | -8.17% | 減碼 |
| 35 | FSUN | Firstsun Capital Bancorp | -0.1% | -0.41% | 減碼 |
| 36 | DLR | Digital Realty Trust Inc | -0.1% | -6.48% | 減碼 |
| 37 | CAT | Caterpillar Inc | -0.1% | +0.04% | 加碼 |
| 38 | GKOS | Glaukos CORP | -0.1% | -25.56% | 減碼 |
| 39 | ARL | American Realty Investors In | -0.1% | -0.48% | 減碼 |
| 40 | KNTK | Kinetik Holdings Inc | -0.1% | -1.01% | 減碼 |
| 41 | NAII | Natural Alternatives Intl | -0.1% | +2.04% | 加碼 |
| 42 | BSM | Black Stone Minerals LP | -0.2% | -39.68% | 減碼 |
| 43 | PPIH | Perma-pipe International Hol | -0.2% | -0.66% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.2% | -4.30% | 減碼 |
| 45 | MSA | Msa Safety Inc | -0.3% | — | 不變 |
| 46 | AXR | Amrep CORP | -0.3% | -2.87% | 減碼 |
| 47 | INBK | First Internet Bancorp | -0.3% | -1.38% | 減碼 |
| 48 | MOD | Modine Manufacturing Co | -0.3% | — | 不變 |
| 49 | ✓ | Manitex Intl Inc | -0.5% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -0.8% | -3.78% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Caldwell Sutter Capital, Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$2.7億，共申報了 889 個公開持股部位。
在 Q1 2025 季度，Caldwell Sutter Capital, Inc. 按市值排列的前三大核心持股分別為：AAPL (5.1%)、V (2.4%)、MSA (2.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.1% 的權重。
在 Q1 2025 季度中，Caldwell Sutter Capital, Inc. 共進行了 44 項持倉異動，包含新建倉 2 個部位、加碼 11 個部位、減碼 30 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SGOV。 本季清倉部位包含 MANITEX INTL INC。
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。
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。
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。