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
28.7%
Capital Investment Services of America, Inc. 在 Q3 2025 季度的美股部位總計估值為 US$10.2億，分散於 84 個持倉標的之中，反映其市場參與廣度與投資規模。
Capital Investment Services of America, Inc. 於 Q3 2025 展現出進攻型調倉步調，本季推動了 8 檔股票的新建倉與 25 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 NVDA, ORCL, MSFT）累計市值佔比達 28.7%，是驅動 Capital Investment Services of America, Inc. 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 | NVDA | Nvidia CORP | 股票-科技 | 6.40% | +0.12% | -1.02% | |
| 2 | ORCL | Oracle CORP | 股票-科技 | 5.33% | -0.21% | -6.04% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.28% | -0.20% | -0.34% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.58% | -0.38% | +11.52% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.46% | +0.60% | -0.51% | |
| 6 | PTC | Ptc Inc | 股票-科技 | 3.43% | -0.70% | -0.49% | |
| 7 | NOW | Servicenow Inc | 股票-科技 | 2.99% | -0.15% | +0.16% | |
| 8 | RMD | Resmed Inc | 股票-醫療保健 | 2.87% | -0.49% | +0.16% | |
| 9 | ECL | Ecolab Inc | 股票-原物料 | 2.84% | -0.08% | +0.37% | |
| 10 | FISV | Fiserv Inc | 股票-其他 | 2.74% | -0.37% | +0.95% | |
| 11 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.66% | -0.38% | +0.12% | |
| 12 | WAB | Wabtec CORP | 股票-工業 | 2.65% | -0.22% | -0.65% | |
| 13 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.59% | -0.06% | -0.15% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.58% | +0.13% | -0.28% | |
| 15 | SYK | Stryker CORP | 股票-醫療保健 | 2.53% | -0.24% | +0.13% | |
| 16 | TYL | Tyler Technologies Inc | 股票-科技 | 2.48% | -0.36% | +0.01% | |
| 17 | QCOM | Qualcomm Inc | 股票-科技 | 2.48% | +0.55% | +0.30% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 2.40% | -0.14% | +1.28% | |
| 19 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 2.30% | -0.30% | -0.02% | |
| 20 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 2.26% | -0.26% | -0.25% | |
| 21 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 2.16% | -0.01% | +1.38% | |
| 22 | ROP | Roper Technologies Inc | 股票-科技 | 2.10% | -0.19% | +0.82% | |
| 23 | SNOW | Snowflake Inc | 股票-科技 | 2.04% | +0.98% | +0.73% | |
| 24 | CPAY | Corpay Inc | 股票-科技 | 1.99% | +0.14% | +0.67% | |
| 25 | ADBE | Adobe Inc | 股票-科技 | 1.90% | -1.03% | +0.32% | |
| 26 | APG | Api Group CORP | 股票-工業 | 1.89% | -0.15% | +55.75% | |
| 27 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.58% | +0.40% | +0.77% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.56% | -0.19% | +1.98% | |
| 29 | ITW | Illinois Tool Works | 股票-工業 | 1.50% | -0.06% | -1.56% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.49% | -0.13% | +6.80% | |
| 31 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.38% | +0.11% | +1.23% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.38% | -0.09% | +19.42% | |
| 33 | SNPS | Synopsys Inc | 股票-科技 | 1.37% | +0.23% | +285.77% | |
| 34 | VSDM | Vanguard Short Tax-ex Bond | ETF-其他 | 1.08% | +0.07% | +67.41% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.06% | -0.11% | -0.80% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.95% | +0.14% | -0.28% | |
| 37 | ILMN | Illumina Inc | 股票-醫療保健 | 0.79% | +0.61% | +3.40% | |
| 38 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-其他 | 0.69% | -0.28% | -0.13% | |
| 39 | FAST | Fastenal Co | 股票-工業 | 0.60% | -0.03% | — | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.59% | -0.05% | — | |
| 41 | PWR | Quanta Services Inc | 股票-工業 | 0.57% | +0.33% | — | |
| 42 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.53% | -0.02% | -53.78% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.52% | -0.05% | -3.53% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.49% | -0.09% | -0.27% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.42% | -0.03% | -11.22% | |
| 46 | AME | Ametek Inc | 股票-工業 | 0.39% | +0.03% | — | |
| 47 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.35% | -0.02% | -2.84% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.20% | — | — | |
| 49 | FTV | Fortive CORP | 股票-科技 | 0.18% | — | -0.79% | |
| 50 | AAPL | Apple Inc | 股票-科技 | 0.18% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +2.1% | -6.04% | 減碼 |
| 2 | NVDA | Nvidia CORP | +2.1% | -1.02% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +1.2% | -0.51% | 減碼 |
| 4 | SNPS | Synopsys Inc | +1% | +285.77% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.9% | -0.34% | 減碼 |
| 6 | VSDM | Vanguard Short Tax-ex Bond | +0.7% | +67.41% | 加碼 |
| 7 | IDXX | Idexx Laboratories Inc | +0.6% | -0.25% | 加碼 |
| 8 | SNOW | Snowflake Inc | +0.5% | +0.73% | 加碼 |
| 9 | APG | Api Group CORP | +0.5% | +55.75% | 加碼 |
| 10 | PTC | Ptc Inc | +0.5% | -0.49% | 加碼 |
| 11 | VGSH | Vanguard Short-term Treasury | +0.4% | +19.42% | 加碼 |
| 12 | VEEV | Veeva Systems Inc-class A | +0.3% | +1.38% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.28% | 減碼 |
| 14 | RMD | Resmed Inc | +0.2% | +0.16% | 加碼 |
| 15 | TJX | Tjx Companies Inc | +0.1% | +0.12% | 減碼 |
| 16 | BKNG | Booking Holdings Inc | +0.1% | -0.15% | 減碼 |
| 17 | FAST | Fastenal Co | +0.1% | — | 加碼 |
| 18 | NOW | Servicenow Inc | 0% | +0.16% | 減碼 |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +11.52% | 加碼 |
| 20 | AMZN | Amazon.com Inc | 0% | -0.28% | 加碼 |
| 21 | ILMN | Illumina Inc | 0% | +3.40% | 減碼 |
| 22 | AME | Ametek Inc | 0% | — | 不變 |
| 23 | ZBRA | Zebra Technologies Corp-cl A | -0.1% | +0.77% | 加碼 |
| 24 | VGIT | Vanguard Intermediate-term T | -0.1% | +6.80% | 加碼 |
| 25 | WAB | Wabtec CORP | -0.1% | -0.65% | 減碼 |
| 26 | QCOM | Qualcomm Inc | -0.1% | +0.30% | 加碼 |
| 27 | VTES | Vanguard Sh Term Tax-ex Bond | -0.1% | -0.13% | 減碼 |
| 28 | ECL | Ecolab Inc | -0.1% | +0.37% | 加碼 |
| 29 | SSNC | Ss&c Technologies Holdings | -0.2% | -0.02% | 加碼 |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | -0.2% | +1.98% | 加碼 |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -11.22% | 減碼 |
| 32 | DHR | Danaher CORP | -0.4% | +1.28% | 加碼 |
| 33 | SBUX | Starbucks CORP | -0.4% | +1.23% | 加碼 |
| 34 | ADBE | Adobe Inc | -0.4% | +0.32% | 加碼 |
| 35 | TYL | Tyler Technologies Inc | -0.7% | +0.01% | 加碼 |
| 36 | ROP | Roper Technologies Inc | -0.7% | +0.82% | 加碼 |
| 37 | PYPL | Paypal Holdings Inc | -0.7% | -53.78% | 減碼 |
| 38 | CPAY | Corpay Inc | -0.7% | +0.67% | 加碼 |
| 39 | FTV | Fortive CORP | -1.4% | -0.79% | 減碼 |
| 40 | FISV | Fiserv Inc | -2.6% | +0.95% | 加碼 |
| 41 | AKX | Ansys Inc | — | EXIT | 清倉 |
| 42 | PWR | Quanta Services Inc | — | NEW | 新建倉 |
| 43 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | 新建倉 |
| 44 | VGUS | Vanguard Ultra Shrt Treasury | — | NEW | 新建倉 |
| 45 | VCRM | Vanguard Core Tax-ex Bond | — | NEW | 新建倉 |
| 46 | AXON | Axon Enterprise Inc | — | NEW | 新建倉 |
| 47 | RAL | Ralliant CORP | — | NEW | 新建倉 |
| 48 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 49 | PAYX | Paychex Inc | — | EXIT | 清倉 |
| 50 | SCHX | Schwab US Large-cap ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Capital Investment Services of America, Inc. 在 Q3 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 Q3 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 (6.4%)、ORCL (5.3%)、MSFT (5.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.4% 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
PWR
市值: US$645.7萬
本季最大獲利了結 / 清倉標的
AKX
前期市值: US$2183.9萬
在 Q3 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 8 個部位、加碼 25 個部位、減碼 14 個部位以及清倉 2 個部位。 其中最大新建倉標的為 PWR。 本季清倉部位包含 AKX。
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。