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: 0000811360
申報總市值
US$10.2億
US$10.2億
84 檔
25.0%
根據最新整理的 13F 季度數據集，Capital Investment Services of America, Inc. 於 Q2 2025 結束時的管理資產規模為 US$10.2億。該機構在本季度申報了 84 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2025，Capital Investment Services of America, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 7 個新部位，並對 25 個既有持股進行加碼（合計增持 32 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MSFT, ORCL）占據了總市值的 25.0%，展現出該機構在 Q2 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 | NVDA | Nvidia CORP | 股票-科技 | 5.64% | +0.12% | -0.89% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.24% | -0.20% | -0.09% | |
| 3 | ORCL | Oracle CORP | 股票-科技 | 4.54% | -0.21% | -0.74% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.21% | -0.38% | +1.83% | |
| 5 | FISV | Fiserv Inc | 股票-其他 | 3.74% | -0.37% | +0.15% | |
| 6 | NOW | Servicenow Inc | 股票-科技 | 3.43% | -0.15% | -0.35% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.36% | +0.60% | +0.23% | |
| 8 | PTC | Ptc Inc | 股票-科技 | 3.01% | -0.70% | +0.56% | |
| 9 | TYL | Tyler Technologies Inc | 股票-科技 | 2.90% | -0.36% | +0.26% | |
| 10 | ECL | Ecolab Inc | 股票-原物料 | 2.87% | -0.08% | +0.32% | |
| 11 | WAB | Wabtec CORP | 股票-工業 | 2.87% | -0.22% | -0.43% | |
| 12 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.86% | -0.06% | -0.44% | |
| 13 | SYK | Stryker CORP | 股票-醫療保健 | 2.78% | -0.24% | +0.14% | |
| 14 | RMD | Resmed Inc | 股票-醫療保健 | 2.78% | -0.49% | +0.18% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.66% | +0.13% | +0.33% | |
| 16 | ROP | Roper Technologies Inc | 股票-科技 | 2.44% | -0.19% | +0.33% | |
| 17 | QCOM | Qualcomm Inc | 股票-科技 | 2.43% | +0.55% | +0.32% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 2.43% | -0.14% | +0.93% | |
| 19 | CPAY | Corpay Inc | 股票-科技 | 2.34% | +0.14% | +0.06% | |
| 20 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.34% | -0.38% | -0.60% | |
| 21 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 2.21% | -0.30% | +0.21% | |
| 22 | AKX | Ansys Inc | 股票-其他 | 2.20% | — | -0.65% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 2.14% | -1.03% | +0.58% | |
| 24 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 2.13% | -0.01% | +1.19% | |
| 25 | SNOW | Snowflake Inc | 股票-科技 | 2.07% | +0.98% | +0.04% | |
| 26 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.96% | -0.26% | +0.83% | |
| 27 | APG | Api Group CORP | 股票-工業 | 1.86% | -0.15% | +5.39% | |
| 28 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.68% | +0.40% | +2.58% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.57% | -0.19% | -0.12% | |
| 30 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.52% | +0.11% | +0.01% | |
| 31 | ITW | Illinois Tool Works | 股票-工業 | 1.48% | -0.06% | -4.04% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.43% | -0.13% | +0.15% | |
| 33 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.30% | -0.02% | -0.23% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.19% | -0.09% | +39.06% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.10% | -0.11% | +0.04% | |
| 36 | ILMN | Illumina Inc | 股票-醫療保健 | 0.79% | +0.61% | -6.00% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | +0.14% | -2.45% | |
| 38 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-其他 | 0.71% | -0.28% | -5.32% | |
| 39 | VSDM | Vanguard Short Tax-ex Bond | ETF-其他 | 0.66% | +0.07% | +101.68% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.61% | -0.05% | -2.24% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.54% | -0.05% | +2.72% | |
| 42 | FAST | Fastenal Co | 股票-工業 | 0.53% | -0.03% | +96.71% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.51% | -0.09% | -0.27% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.48% | -0.03% | -10.43% | |
| 45 | AME | Ametek Inc | 股票-工業 | 0.39% | +0.03% | — | |
| 46 | SNPS | Synopsys Inc | 股票-科技 | 0.38% | +0.23% | +6.65% | |
| 47 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.37% | -0.02% | +1.18% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.21% | — | — | |
| 49 | FTV | Fortive CORP | 股票-科技 | 0.20% | — | -80.22% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.18% | -0.02% | -4.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -0.89% | 減碼 |
| 2 | ORCL | Oracle CORP | +1.3% | -0.74% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.9% | -0.09% | 減碼 |
| 4 | SNOW | Snowflake Inc | +0.6% | +0.04% | 加碼 |
| 5 | APG | Api Group CORP | +0.5% | +5.39% | 加碼 |
| 6 | NOW | Servicenow Inc | +0.5% | -0.35% | 減碼 |
| 7 | BKNG | Booking Holdings Inc | +0.3% | -0.44% | 減碼 |
| 8 | VSDM | Vanguard Short Tax-ex Bond | +0.3% | +101.68% | 加碼 |
| 9 | IDXX | Idexx Laboratories Inc | +0.3% | +0.83% | 加碼 |
| 10 | VEEV | Veeva Systems Inc-class A | +0.3% | +1.19% | 加碼 |
| 11 | VGSH | Vanguard Short-term Treasury | +0.3% | +39.06% | 加碼 |
| 12 | VBIL | Vanguard 0-3m T-bill ETF | +0.2% | NEW | 新建倉 |
| 13 | RMD | Resmed Inc | +0.1% | +0.18% | 加碼 |
| 14 | WAB | Wabtec CORP | +0.1% | -0.43% | 減碼 |
| 15 | AMZN | Amazon.com Inc | +0.1% | +0.33% | 加碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +0.23% | 加碼 |
| 17 | VGUS | Vanguard Ultra Shrt Treasury | +0.1% | NEW | 新建倉 |
| 18 | RAL | Ralliant CORP | +0.1% | NEW | 新建倉 |
| 19 | SNPS | Synopsys Inc | +0.1% | +6.65% | 加碼 |
| 20 | PYPL | Paypal Holdings Inc | 0% | -0.23% | 減碼 |
| 21 | PTC | Ptc Inc | 0% | +0.56% | 加碼 |
| 22 | VCRM | Vanguard Core Tax-ex Bond | 0% | NEW | 新建倉 |
| 23 | ZBRA | Zebra Technologies Corp-cl A | 0% | +2.58% | 加碼 |
| 24 | ILMN | Illumina Inc | 0% | -6.00% | 減碼 |
| 25 | AVGO | Broadcom Inc | 0% | NEW | 新建倉 |
| 26 | SCHX | Schwab US Large-cap ETF | 0% | NEW | 新建倉 |
| 27 | FIS | Fidelity National Info Serv | 0% | NEW | 新建倉 |
| 28 | GOOGL | Alphabet Inc-cl A | — | -2.45% | 減碼 |
| 29 | AKX | Ansys Inc | 0% | -0.65% | 減碼 |
| 30 | FAST | Fastenal Co | 0% | +96.71% | 加碼 |
| 31 | AME | Ametek Inc | 0% | — | 不變 |
| 32 | VLTO | Veralto CORP | 0% | -11.69% | 減碼 |
| 33 | AAPL | Apple Inc | 0% | -7.18% | 減碼 |
| 34 | ECL | Ecolab Inc | -0.1% | +0.32% | 加碼 |
| 35 | SYK | Stryker CORP | -0.1% | +0.14% | 加碼 |
| 36 | VTES | Vanguard Sh Term Tax-ex Bond | -0.1% | -5.32% | 減碼 |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -10.43% | 減碼 |
| 38 | QCOM | Qualcomm Inc | -0.2% | +0.32% | 加碼 |
| 39 | ADBE | Adobe Inc | -0.2% | +0.58% | 加碼 |
| 40 | TJX | Tjx Companies Inc | -0.2% | -0.60% | 減碼 |
| 41 | ITW | Illinois Tool Works | -0.2% | -4.04% | 減碼 |
| 42 | TYL | Tyler Technologies Inc | -0.2% | +0.26% | 加碼 |
| 43 | SSNC | Ss&c Technologies Holdings | -0.3% | +0.21% | 加碼 |
| 44 | SBUX | Starbucks CORP | -0.3% | +0.01% | 加碼 |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | -0.3% | +1.83% | 加碼 |
| 46 | DHR | Danaher CORP | -0.3% | +0.93% | 加碼 |
| 47 | ROP | Roper Technologies Inc | -0.4% | +0.33% | 加碼 |
| 48 | CPAY | Corpay Inc | -0.4% | +0.06% | 加碼 |
| 49 | FTV | Fortive CORP | -1.4% | -80.22% | 減碼 |
| 50 | FISV | Fiserv Inc | -1.6% | +0.15% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Capital Investment Services of America, Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$10.2億，共申報了 84 個公開持股部位。
在 Q2 2025 季度，Capital Investment Services of America, Inc. 按市值排列的前三大核心持股分別為：NVDA (5.6%)、MSFT (5.2%)、ORCL (4.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.6% 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
VBIL
市值: US$188.9萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$4324.7萬
在 Q2 2025 季度中，Capital Investment Services of America, Inc. 共進行了 49 項持倉異動，包含新建倉 7 個部位、加碼 25 個部位、減碼 17 個部位以及清倉 0 個部位。 其中最大新建倉標的為 VBIL。
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。