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: 0002080218
申報總市值
US$12.4億
US$12.4億
751 檔
14.7%
Caldwell Trust Co 在 Q1 2025 季度的美股部位總計估值為 US$12.4億，分散於 751 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2025，Caldwell Trust Co 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 23 檔、減碼 25 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, SPY）累計市值佔比達 14.7%，是驅動 Caldwell Trust Co 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 751 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 | 5.85% | +0.12% | +0.37% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.04% | -0.02% | -2.83% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.91% | +0.13% | +3.22% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.23% | -7.60% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.72% | +0.05% | -0.10% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.19% | +0.27% | -2.74% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 2.06% | -0.06% | -1.45% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.93% | +0.30% | -1.78% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.82% | +0.02% | -3.26% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.64% | +0.14% | +4.55% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.49% | -0.16% | +3.32% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.38% | -0.23% | -3.78% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.36% | +0.06% | +1.67% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.35% | -0.07% | -2.16% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | -0.07% | -5.29% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.27% | +0.04% | -1.48% | |
| 17 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.21% | -0.21% | -8.18% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.21% | -0.07% | +9.77% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.19% | -0.10% | +0.74% | |
| 20 | BLK | Blackrock Inc | 股票-金融 | 1.14% | -0.09% | -0.58% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | — | -1.56% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.07% | -0.02% | +7.60% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.06% | -0.29% | -1.64% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | -0.11% | -5.61% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 1.04% | -0.23% | -4.27% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.03% | -0.09% | +9.86% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.02% | +0.13% | +5.72% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.00% | +0.16% | +0.59% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 0.97% | -0.21% | -1.20% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.94% | +0.04% | -3.34% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.87% | +0.10% | +11.58% | |
| 32 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.86% | -0.09% | +5.12% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.85% | -0.01% | +2.84% | |
| 34 | UNP | Union Pacific CORP | 股票-工業 | 0.78% | -0.03% | -0.69% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | -0.05% | +0.09% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.74% | -0.13% | +0.65% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.69% | -0.09% | — | |
| 38 | BX | Blackstone Inc | 股票-金融 | 0.68% | -0.05% | +5.05% | |
| 39 | CAT | Caterpillar Inc | 股票-工業 | 0.65% | +0.35% | -1.11% | |
| 40 | HON | Honeywell International Inc | 股票-工業 | 0.60% | -0.47% | EXIT | |
| 41 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.55% | -0.11% | +8.01% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.55% | +0.05% | +1.01% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.54% | +0.01% | +1.87% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | +0.08% | +4.04% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.53% | +0.08% | -8.66% | |
| 46 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.53% | -0.10% | -6.37% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.52% | -0.09% | +1.69% | |
| 48 | NFLX | Netflix Inc | 股票-通訊服務 | 0.52% | -0.17% | +14.40% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.52% | -0.02% | +1.12% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | +0.17% | -0.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +0.2% | -1.20% | 減碼 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -5.29% | 減碼 |
| 3 | CVX | Chevron CORP | +0.2% | -1.64% | 減碼 |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +9.77% | 加碼 |
| 5 | LLY | Eli Lilly & Co | +0.2% | -1.78% | 減碼 |
| 6 | TMUS | T-mobile US Inc | +0.1% | +8.01% | 加碼 |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +9.86% | 加碼 |
| 8 | ABT | Abbott Laboratories | +0.1% | +0.65% | 加碼 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +3.32% | 加碼 |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.1% | +24.31% | 加碼 |
| 11 | IBM | Intl Business Machines CORP | +0.1% | +21.90% | 加碼 |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 不變 |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.1% | +7.60% | 加碼 |
| 14 | V | Visa Inc-class A Shares | +0.1% | -1.56% | 減碼 |
| 15 | PM | Philip Morris International | +0.1% | -4.58% | 減碼 |
| 16 | ABBV | Abbvie Inc | +0.1% | +1.01% | 加碼 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -5.61% | 減碼 |
| 18 | XOM | Exxon Mobil CORP | +0.1% | +0.09% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.1% | +14.40% | 加碼 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +21.87% | 加碼 |
| 21 | WRB | Wr Berkley CORP | +0.1% | — | 不變 |
| 22 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.04% | 加碼 |
| 23 | SHEL | Shell Plc-adr | +0.1% | +15.95% | 加碼 |
| 24 | ZTS | Zoetis Inc | +0.1% | +30.80% | 加碼 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.22% | 加碼 |
| 26 | MDLZ | Mondelez International Inc-a | +0.1% | +41.97% | 加碼 |
| 27 | NEE | Nextera Energy Inc | 0% | -3.78% | 減碼 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +0.59% | 加碼 |
| 29 | WMT | Walmart Inc | -0.1% | -4.27% | 減碼 |
| 30 | CAT | Caterpillar Inc | -0.1% | -1.11% | 減碼 |
| 31 | ACN | Accenture plc | -0.1% | -5.43% | 減碼 |
| 32 | EMR | Emerson Electric Co | -0.1% | -1.35% | 減碼 |
| 33 | GOOG | Alphabet Inc-cl C | -0.1% | +1.45% | 加碼 |
| 34 | MDY | State Street Spdr S&p Midcap | -0.1% | -1.48% | 減碼 |
| 35 | BLK | Blackrock Inc | -0.1% | -0.58% | 減碼 |
| 36 | MAR | Marriott International -cl A | -0.1% | -39.28% | 減碼 |
| 37 | HON | Honeywell International Inc | -0.1% | -8.64% | 減碼 |
| 38 | ADBE | Adobe Inc | -0.1% | -21.04% | 減碼 |
| 39 | BX | Blackstone Inc | -0.1% | +5.05% | 加碼 |
| 40 | ANET | Arista Networks Inc | -0.1% | +9.16% | 加碼 |
| 41 | XLK | Ss Technology Select Sector | -0.1% | -12.28% | 減碼 |
| 42 | HD | Home Depot Inc | -0.1% | -1.45% | 減碼 |
| 43 | MRK | Merck & Co. Inc. | -0.1% | -11.41% | 減碼 |
| 44 | CRM | Salesforce Inc | -0.1% | +1.69% | 加碼 |
| 45 | AVGO | Broadcom Inc | -0.3% | -8.66% | 減碼 |
| 46 | AMZN | Amazon.com Inc | -0.3% | -0.10% | 減碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.5% | -2.74% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.5% | -7.60% | 減碼 |
| 49 | AAPL | Apple Inc | -0.6% | +0.37% | 加碼 |
| 50 | NVDA | Nvidia CORP | -1% | -2.83% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Caldwell Trust Co 在 Q1 2025 季度的美股持倉總市值約為 US$12.4億，共申報了 751 個公開持股部位。
在 Q1 2025 季度，Caldwell Trust Co 按市值排列的前三大核心持股分別為：AAPL (5.8%)、NVDA (4.0%)、SPY (3.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.8% 的權重。
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。
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$4798.8萬
在 Q1 2025 季度中，Caldwell Trust Co 共進行了 48 項持倉異動，包含新建倉 0 個部位、加碼 23 個部位、減碼 25 個部位以及清倉 0 個部位。
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。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
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。