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: 0001710477
申報總市值
US$14.8億
US$14.8億
186 檔
16.8%
Cantor Fitzgerald Investment Advisors L.p. 在 Q2 2025 季度的美股部位總計估值為 US$14.8億，分散於 186 個持倉標的之中，反映其市場參與廣度與投資規模。
Cantor Fitzgerald Investment Advisors L.p. 於 Q2 2025 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 27 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 IVV, VOO, IEI）累計市值佔比達 16.8%，是驅動 Cantor Fitzgerald Investment Advisors L.p. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.46% | +0.31% | +0.61% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.68% | +0.10% | -0.29% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.53% | -0.27% | -5.03% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.15% | +0.16% | -0.26% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.80% | -0.36% | -1.31% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.65% | +0.02% | -2.45% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.13% | +0.05% | +7.11% | |
| 8 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.00% | -0.17% | +1.64% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.90% | — | -0.46% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 1.88% | -0.77% | -0.14% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.83% | -0.13% | +0.51% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 1.77% | -0.06% | -0.09% | |
| 13 | EMR | Emerson Electric Co | 股票-工業 | 1.57% | +0.02% | +2.67% | |
| 14 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.48% | -0.09% | +0.80% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 1.43% | -0.01% | +0.62% | |
| 16 | SHEL | Shell Plc-adr | 股票-能源 | 1.43% | -0.15% | -0.21% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.34% | -0.06% | -0.24% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.34% | — | +0.77% | |
| 19 | TFC | Truist Financial CORP | 股票-金融 | 1.33% | — | +0.33% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.29% | -0.79% | +0.98% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.24% | +0.01% | -4.51% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.20% | +0.05% | -1.14% | |
| 23 | UPS | United Parcel Service-cl B | 股票-工業 | 1.20% | +0.01% | +0.85% | |
| 24 | PM | Philip Morris International | 股票-非循環性消費 | 1.19% | — | -4.98% | |
| 25 | ARB | Altshares Merger Arbitrage | ETF-其他 | 1.16% | -0.10% | -1.32% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 1.15% | -0.18% | +0.42% | |
| 27 | GLW | Corning Inc | 股票-科技 | 1.14% | -0.37% | +96.85% | |
| 28 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 1.13% | +0.08% | +40.60% | |
| 29 | USB | US Bancorp | 股票-金融 | 1.13% | +0.08% | -0.08% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 1.11% | +0.38% | +115.82% | |
| 31 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.05% | +0.92% | +0.42% | |
| 32 | FIS | Fidelity National Info Serv | 股票-科技 | 1.05% | -0.25% | +0.90% | |
| 33 | SWK | Stanley Black & Decker Inc | 股票-工業 | 1.04% | +0.24% | +49.75% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 1.03% | -0.29% | -0.33% | |
| 35 | HPQ | Hp Inc | 股票-科技 | 1.02% | +0.05% | +0.32% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 1.00% | -0.12% | -0.82% | |
| 37 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.99% | +0.45% | +1.04% | |
| 38 | COP | Conocophillips | 股票-能源 | 0.98% | -0.35% | +0.49% | |
| 39 | BBY | Best Buy Co Inc | 股票-循環性消費 | 0.95% | +0.09% | +1.24% | |
| 40 | NI | Nisource Inc | 股票-公用事業 | 0.93% | -0.04% | -1.10% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.90% | -0.20% | -0.62% | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.90% | +0.17% | +0.50% | |
| 43 | PFE | Pfizer Inc | 股票-醫療保健 | 0.89% | -0.21% | +1.87% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.89% | -0.14% | +0.20% | |
| 45 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.89% | +0.03% | +0.36% | |
| 46 | PRU | Prudential Financial Inc | 股票-金融 | 0.87% | +0.03% | +11.01% | |
| 47 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.86% | -0.05% | -9.42% | |
| 48 | MET | Metlife Inc | 股票-金融 | 0.84% | +0.09% | -0.52% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.82% | +0.60% | -0.24% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.82% | -0.02% | -0.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TXN | Texas Instruments Inc | +0.7% | +115.82% | 加碼 |
| 2 | GLW | Corning Inc | +0.6% | +96.85% | 加碼 |
| 3 | LYB | LyondellBasell Industries N.V. | +0.5% | NEW | 新建倉 |
| 4 | SYY | Sysco CORP | +0.5% | NEW | 新建倉 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -0.26% | 減碼 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +0.61% | 加碼 |
| 7 | SCHX | Schwab US Large-cap ETF | +0.3% | +7.11% | 加碼 |
| 8 | EMR | Emerson Electric Co | +0.3% | +2.67% | 加碼 |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | -0.29% | 減碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -0.46% | 減碼 |
| 11 | HPE | Hewlett Packard Enterprise | +0.2% | +0.42% | 加碼 |
| 12 | SWK | Stanley Black & Decker Inc | +0.2% | +49.75% | 加碼 |
| 13 | DG | Dollar General CORP | +0.2% | +0.51% | 加碼 |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.2% | -2.45% | 減碼 |
| 15 | CSCO | Cisco Systems Inc | +0.2% | -0.14% | 減碼 |
| 16 | MSFT | Microsoft CORP | +0.2% | +4.45% | 加碼 |
| 17 | IFF | Intl Flavors & Fragrances | +0.1% | +33.58% | 加碼 |
| 18 | WFC | Wells Fargo & Co | +0.1% | -0.09% | 減碼 |
| 19 | SJM | Jm Smucker Co/the | +0.1% | +40.60% | 加碼 |
| 20 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +16.65% | 加碼 |
| 21 | AVGO | Broadcom Inc | +0.1% | -9.80% | 減碼 |
| 22 | RTX | Rtx CORP | +0.1% | +0.62% | 加碼 |
| 23 | IBM | Intl Business Machines CORP | +0.1% | -0.24% | 減碼 |
| 24 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +15.60% | 加碼 |
| 25 | STT | State Street CORP | +0.1% | +1.59% | 加碼 |
| 26 | SCHM | Schwab US Mid Cap ETF | +0.1% | +12.20% | 加碼 |
| 27 | FCX | Freeport-mcmoran Inc | +0.1% | +189.93% | 加碼 |
| 28 | NVDA | Nvidia CORP | +0.1% | -0.04% | 減碼 |
| 29 | PM | Philip Morris International | +0.1% | -4.98% | 減碼 |
| 30 | FIS | Fidelity National Info Serv | +0.1% | +0.90% | 加碼 |
| 31 | SLB | Slb LTD | -0.1% | +0.85% | 加碼 |
| 32 | TRV | Travelers Cos Inc/the | -0.1% | -9.42% | 減碼 |
| 33 | DVN | Devon Energy CORP | -0.1% | +1.18% | 加碼 |
| 34 | KMB | Kimberly-clark CORP | -0.1% | +1.04% | 加碼 |
| 35 | UPS | United Parcel Service-cl B | -0.1% | +0.85% | 加碼 |
| 36 | CAG | Conagra Brands Inc | -0.2% | +2.59% | 加碼 |
| 37 | MRK | Merck & Co. Inc. | -0.2% | -0.55% | 減碼 |
| 38 | XOM | Exxon Mobil CORP | -0.2% | +0.98% | 加碼 |
| 39 | JNJ | Johnson & Johnson | -0.2% | -0.24% | 減碼 |
| 40 | HPQ | Hp Inc | -0.2% | +0.32% | 加碼 |
| 41 | COP | Conocophillips | -0.2% | +0.49% | 加碼 |
| 42 | CVX | Chevron CORP | -0.2% | -0.33% | 減碼 |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | -0.3% | -5.03% | 減碼 |
| 44 | BMY | Bristol-myers Squibb Co | -0.3% | +0.20% | 加碼 |
| 45 | NFG | National Fuel Gas Co | -0.4% | -46.20% | 減碼 |
| 46 | T | At&t Inc | -0.4% | -35.03% | 減碼 |
| 47 | DOW | Dow Inc | -0.5% | -64.05% | 減碼 |
| 48 | ATO | Atmos Energy CORP | -0.6% | -62.66% | 減碼 |
| 49 | TPR | Tapestry Inc | -0.7% | -66.85% | 減碼 |
| 50 | KEL | Kellanova | -0.8% | -77.85% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cantor Fitzgerald Investment Advisors L.p. 在 Q2 2025 季度的美股持倉總市值約為 US$14.8億，共申報了 186 個公開持股部位。
在 Q2 2025 季度，Cantor Fitzgerald Investment Advisors L.p. 按市值排列的前三大核心持股分別為：IVV (4.5%)、VOO (3.7%)、IEI (3.5%)。其中最大持股部位 IVV 佔據整體投資組合約 4.5% 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。
本季最大新建倉標的
LYB
市值: US$748.6萬
本季最大獲利了結 / 清倉標的
IEI
前期市值: US$5223.0萬
在 Q2 2025 季度中，Cantor Fitzgerald Investment Advisors L.p. 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 27 個部位、減碼 21 個部位以及清倉 0 個部位。 其中最大新建倉標的為 LYB。
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。