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
191 檔
17.7%
根據最新整理的 13F 季度數據集，Cantor Fitzgerald Investment Advisors L.p. 於 Q3 2025 結束時的管理資產規模為 US$14.8億。該機構在本季度申報了 191 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2025 的申報異動，Cantor Fitzgerald Investment Advisors L.p. 採取了強勁的買進策略，建倉與加碼動作（合計 30 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 IVV, VOO, IEI）占據了總市值的 17.7%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 4.70% | +0.31% | +1.80% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.67% | +0.10% | -4.02% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.52% | -0.27% | +3.06% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.21% | +0.16% | -2.61% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.78% | -0.36% | +2.01% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.68% | +0.02% | -0.07% | |
| 7 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.13% | -0.17% | +1.41% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.94% | — | -2.56% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.80% | -0.13% | +0.87% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 1.79% | -0.77% | +0.25% | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 1.77% | -0.06% | -0.67% | |
| 12 | GLW | Corning Inc | 股票-科技 | 1.72% | -0.37% | +0.27% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.62% | +0.05% | -26.85% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.56% | -0.06% | -0.22% | |
| 15 | EMR | Emerson Electric Co | 股票-工業 | 1.50% | +0.02% | +0.72% | |
| 16 | SHEL | Shell Plc-adr | 股票-能源 | 1.40% | -0.15% | +0.22% | |
| 17 | TFC | Truist Financial CORP | 股票-金融 | 1.37% | — | +0.77% | |
| 18 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.33% | -0.09% | +1.20% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.33% | -0.79% | +2.00% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.32% | — | +1.15% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.30% | +0.01% | -1.07% | |
| 22 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.22% | +0.92% | +0.25% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.22% | +0.05% | -0.05% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 1.21% | -0.18% | +0.36% | |
| 25 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 1.20% | +0.08% | +0.39% | |
| 26 | USB | US Bancorp | 股票-金融 | 1.18% | +0.08% | +1.66% | |
| 27 | ARB | Altshares Merger Arbitrage | ETF-其他 | 1.14% | -0.10% | +0.91% | |
| 28 | SWK | Stanley Black & Decker Inc | 股票-工業 | 1.11% | +0.24% | +0.79% | |
| 29 | HPQ | Hp Inc | 股票-科技 | 1.10% | +0.05% | +0.50% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 1.08% | -0.29% | +0.15% | |
| 31 | PM | Philip Morris International | 股票-非循環性消費 | 1.06% | — | +3.27% | |
| 32 | BBY | Best Buy Co Inc | 股票-循環性消費 | 1.03% | +0.09% | +0.26% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事業 | 1.02% | -0.12% | +1.07% | |
| 34 | COP | Conocophillips | 股票-能源 | 1.00% | -0.35% | +0.15% | |
| 35 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.97% | +0.03% | +0.04% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工業 | 0.97% | +0.01% | +1.63% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.96% | +0.38% | +1.96% | |
| 38 | PFE | Pfizer Inc | 股票-醫療保健 | 0.95% | -0.21% | +4.81% | |
| 39 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.92% | +0.45% | +0.16% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.92% | -0.19% | +59.32% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.89% | -0.14% | +6.73% | |
| 42 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.89% | -0.20% | +0.75% | |
| 43 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.86% | -0.05% | -0.52% | |
| 44 | VTR | Ventas Inc | 股票-房地產 | 0.85% | — | +0.35% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.84% | -0.02% | -0.24% | |
| 46 | FIS | Fidelity National Info Serv | 股票-科技 | 0.82% | -0.25% | +0.61% | |
| 47 | MET | Metlife Inc | 股票-金融 | 0.82% | +0.09% | -0.82% | |
| 48 | PRU | Prudential Financial Inc | 股票-金融 | 0.82% | +0.03% | +1.14% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.77% | +0.17% | +1.13% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.75% | +0.60% | -0.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +1.2% | +0.27% | 加碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.6% | +1.80% | 加碼 |
| 3 | TXN | Texas Instruments Inc | +0.5% | +1.96% | 加碼 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | -2.61% | 減碼 |
| 5 | HPE | Hewlett Packard Enterprise | +0.4% | +0.25% | 加碼 |
| 6 | LMT | Lockheed Martin CORP | +0.4% | +59.32% | 加碼 |
| 7 | SWK | Stanley Black & Decker Inc | +0.3% | +0.79% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -2.56% | 減碼 |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | -4.02% | 減碼 |
| 10 | EMR | Emerson Electric Co | +0.2% | +0.72% | 加碼 |
| 11 | SJM | Jm Smucker Co/the | +0.2% | +0.39% | 加碼 |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.2% | -0.07% | 減碼 |
| 13 | AVGO | Broadcom Inc | +0.2% | -1.44% | 減碼 |
| 14 | CVS | Cvs Health CORP | +0.1% | +1.41% | 加碼 |
| 15 | MSFT | Microsoft CORP | +0.1% | -1.78% | 加碼 |
| 16 | WFC | Wells Fargo & Co | +0.1% | -0.67% | 減碼 |
| 17 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | -10.37% | 加碼 |
| 18 | STT | State Street CORP | +0.1% | +0.73% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | +0.05% | 加碼 |
| 20 | USB | US Bancorp | +0.1% | +1.66% | 加碼 |
| 21 | GPC | Genuine Parts Co | +0.1% | +0.04% | 加碼 |
| 22 | TFC | Truist Financial CORP | +0.1% | +0.77% | 加碼 |
| 23 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -1.07% | 減碼 |
| 24 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | -5.16% | 加碼 |
| 25 | BNY | Bank Of New York Mellon CORP | +0.1% | -1.00% | 減碼 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +0.25% | 加碼 |
| 27 | JNJ | Johnson & Johnson | +0.1% | -0.22% | 減碼 |
| 28 | VTR | Ventas Inc | +0.1% | +0.35% | 加碼 |
| 29 | DG | Dollar General CORP | +0.1% | +0.35% | 加碼 |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.05% | 減碼 |
| 31 | VGT | Vanguard Info Tech ETF | -0.1% | -91.16% | 減碼 |
| 32 | FIS | Fidelity National Info Serv | -0.2% | +0.61% | 加碼 |
| 33 | CMCSA | Comcast Corp-class A | -0.2% | +1.13% | 加碼 |
| 34 | COP | Conocophillips | -0.2% | +0.15% | 加碼 |
| 35 | KMB | Kimberly-clark CORP | -0.2% | +0.16% | 加碼 |
| 36 | SCHX | Schwab US Large-cap ETF | -0.2% | -26.85% | 減碼 |
| 37 | BMY | Bristol-myers Squibb Co | -0.3% | +6.73% | 加碼 |
| 38 | NFG | National Fuel Gas Co | -0.3% | +0.35% | 減碼 |
| 39 | NI | Nisource Inc | -0.4% | -36.16% | 減碼 |
| 40 | UPS | United Parcel Service-cl B | -0.4% | +1.63% | 加碼 |
| 41 | T | At&t Inc | -0.5% | +0.61% | 減碼 |
| 42 | DOW | Dow Inc | -0.6% | -0.62% | 減碼 |
| 43 | TPR | Tapestry Inc | -0.6% | -0.17% | 減碼 |
| 44 | ATO | Atmos Energy CORP | -0.7% | -22.14% | 減碼 |
| 45 | RTX | Rtx CORP | -0.7% | -62.62% | 減碼 |
| 46 | KEL | Kellanova | -0.8% | — | 減碼 |
| 47 | SYY | Sysco CORP | — | NEW | 新建倉 |
| 48 | LYB | LyondellBasell Industries N.V. | — | NEW | 新建倉 |
| 49 | AMCR | Amcor plc | — | NEW | 新建倉 |
| 50 | ELV | Elevance Health Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Cantor Fitzgerald Investment Advisors L.p. 在 Q3 2025 季度的美股持倉總市值約為 US$14.8億，共申報了 191 個公開持股部位。
在 Q3 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 (4.7%)、VOO (3.7%)、IEI (3.5%)。其中最大持股部位 IVV 佔據整體投資組合約 4.7% 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
SYY
市值: US$691.8萬
本季最大獲利了結 / 清倉標的
VOO
前期市值: US$4728.4萬
在 Q3 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 4 個部位、加碼 26 個部位、減碼 20 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SYY。
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。