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: 0001566728
申報總市值
US$200.2億
US$200.2億
152 檔
19.3%
Q3 2025 季度申報顯示，Capital Wealth Planning, LLC 揭露的美股組合總市值為 US$200.2億，涵蓋 152 個不同之權益投資部位。
觀察 Q3 2025 的申報異動，Capital Wealth Planning, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 120 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 AAPL, GS, CAT）占據了總市值的 19.3%，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 | AAPL | Apple Inc | 股票-科技 | 5.77% | +0.20% | +26.78% | |
| 2 | GS | Goldman Sachs Group Inc | 股票-金融 | 5.54% | +0.14% | -1.37% | |
| 3 | CAT | Caterpillar Inc | 股票-工業 | 5.45% | +1.74% | -0.90% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.27% | +0.05% | -1.39% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 5.24% | -0.28% | +6.19% | |
| 6 | AXP | American Express Co | 股票-金融 | 5.08% | -0.32% | +18.46% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 4.87% | -0.76% | +8.08% | |
| 8 | CME | Cme Group Inc | 股票-金融 | 4.82% | -0.18% | +14.15% | |
| 9 | RTX | Rtx CORP | 股票-工業 | 4.76% | -1.92% | -7.31% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 4.71% | -1.07% | +1.42% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 4.33% | -0.27% | -6.08% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 4.20% | -0.46% | +6.57% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.97% | -0.03% | -20.25% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 3.77% | -1.08% | +9.45% | |
| 15 | HON | Honeywell International Inc | 股票-工業 | 3.15% | — | -8.27% | |
| 16 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 3.00% | -0.76% | +2.67% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.97% | +0.27% | +10.92% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 2.82% | -0.86% | +4.42% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.75% | -0.01% | -14.21% | |
| 20 | DUK | Duke Energy CORP | 股票-公用事業 | 2.13% | -0.17% | +9.36% | |
| 21 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.91% | -0.18% | +3.80% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.89% | +0.02% | +101.13% | |
| 23 | AMGN | Amgen Inc | 股票-醫療保健 | 1.64% | +0.09% | -36.40% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.52% | — | +2830.31% | |
| 25 | SOFR | Amplify Samsung Sofr ETF | ETF-其他 | 1.36% | -0.03% | +9.08% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.10% | +0.41% | -33.56% | |
| 27 | FAST | Fastenal Co | 股票-工業 | 0.81% | -0.03% | — | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.28% | +1.91% | +198.49% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.26% | +0.02% | -0.71% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.17% | -0.04% | +151.44% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.15% | +0.12% | +236.44% | |
| 32 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.14% | +0.03% | +169.81% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.12% | +0.13% | +18.77% | |
| 34 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.12% | +0.04% | +31.67% | |
| 35 | RJF | Raymond James Financial Inc | 股票-金融 | 0.11% | -0.01% | — | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.11% | +0.06% | +202.35% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.11% | +0.01% | +31.55% | |
| 38 | CIB | Grupo Cibest Sa-adr | 股票-其他 | 0.10% | -0.05% | +31.65% | |
| 39 | TSLA | Tesla Inc | 股票-循環性消費 | 0.10% | +0.05% | +381.09% | |
| 40 | BCS | Barclays Plc-spons Adr | 股票-金融 | 0.10% | +0.01% | +31.66% | |
| 41 | SMFG | Sumitomo Mitsui-spons Adr | 股票-金融 | 0.09% | +0.06% | +31.68% | |
| 42 | EMBJ | Embraer Sa-spon Adr | 股票-工業 | 0.09% | -0.02% | -0.60% | |
| 43 | NTES | Netease Inc-adr | 股票-通訊服務 | 0.08% | +0.05% | — | |
| 44 | NFLX | Netflix Inc | 股票-通訊服務 | 0.08% | -0.04% | +179.37% | |
| 45 | SCCO | Southern Copper CORP | 股票-原物料 | 0.08% | +0.05% | +107.62% | |
| 46 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.08% | — | +31.65% | |
| 47 | ENB | Enbridge Inc | 股票-能源 | 0.08% | +0.02% | +60.64% | |
| 48 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.07% | — | +23.81% | |
| 49 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.07% | — | -5.81% | |
| 50 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.07% | -0.03% | +31.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.6% | +26.78% | 加碼 |
| 2 | MRK | Merck & Co. Inc. | +1.9% | +101.13% | 加碼 |
| 3 | RTX | Rtx CORP | +1.6% | -7.31% | 加碼 |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | +1.4% | +2830.31% | 加碼 |
| 5 | KO | Coca-cola Co/the | +1.1% | -33.56% | 加碼 |
| 6 | AEM | Agnico Eagle Mines LTD | +0.9% | +2.67% | 加碼 |
| 7 | CAT | Caterpillar Inc | +0.8% | -0.90% | 減碼 |
| 8 | MSFT | Microsoft CORP | +0.6% | +6.19% | 加碼 |
| 9 | AXP | American Express Co | +0.5% | +18.46% | 加碼 |
| 10 | MCD | Mcdonald's CORP | +0.5% | +9.45% | 加碼 |
| 11 | GS | Goldman Sachs Group Inc | +0.3% | -1.37% | 減碼 |
| 12 | NVDA | Nvidia CORP | +0.3% | +198.49% | 加碼 |
| 13 | META | Meta Platforms Inc-class A | +0.2% | -20.25% | 加碼 |
| 14 | TJX | Tjx Companies Inc | +0.2% | +6.57% | 加碼 |
| 15 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +151.44% | 加碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +236.44% | 加碼 |
| 17 | AMZN | Amazon.com Inc | +0.1% | +169.81% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | +202.35% | 加碼 |
| 19 | TSLA | Tesla Inc | +0.1% | +381.09% | 加碼 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +18.77% | 加碼 |
| 21 | NFLX | Netflix Inc | +0.1% | +179.37% | 加碼 |
| 22 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | +31.67% | 加碼 |
| 23 | NVS | Novartis Ag-sponsored Adr | +0.1% | +31.55% | 加碼 |
| 24 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +31.65% | 加碼 |
| 25 | AMD | Advanced Micro Devices | +0.1% | +205.80% | 加碼 |
| 26 | SMFG | Sumitomo Mitsui-spons Adr | +0.1% | +31.68% | 加碼 |
| 27 | SCCO | Southern Copper CORP | +0.1% | +107.62% | 加碼 |
| 28 | ASML | ASML Holding N.V. | +0.1% | +34.44% | 加碼 |
| 29 | HOOD | Robinhood Markets Inc - A | +0.1% | +238.51% | 加碼 |
| 30 | JPM | Jpmorgan Chase & Co | 0% | -1.39% | 減碼 |
| 31 | SONY | Sony Group CORP - Sp Adr | 0% | +23.81% | 加碼 |
| 32 | EMBJ | Embraer Sa-spon Adr | 0% | -0.60% | 加碼 |
| 33 | LIN | Linde plc | 0% | +371.87% | 加碼 |
| 34 | COST | Costco Wholesale CORP | 0% | +310.31% | 加碼 |
| 35 | CCJ | Cameco CORP | 0% | -15.19% | 加碼 |
| 36 | BCS | Barclays Plc-spons Adr | 0% | +31.66% | 加碼 |
| 37 | TMUS | T-mobile US Inc | 0% | +282.45% | 加碼 |
| 38 | CSCO | Cisco Systems Inc | 0% | +218.01% | 加碼 |
| 39 | ORCL | Oracle CORP | 0% | +91.73% | 加碼 |
| 40 | FAST | Fastenal Co | 0% | — | 加碼 |
| 41 | EFA | Ishares Msci Eafe ETF | 0% | +27.09% | 加碼 |
| 42 | BBVA | Banco Bilbao Vizcaya-sp Adr | 0% | -5.21% | 加碼 |
| 43 | ENB | Enbridge Inc | 0% | +60.64% | 加碼 |
| 44 | ALL | Allstate CORP | 0% | +187.14% | 加碼 |
| 45 | COR | Cencora Inc | 0% | +156.04% | 加碼 |
| 46 | VOD | Vodafone Group Plc-sp Adr | 0% | +74.96% | 加碼 |
| 47 | AZNN | Astrazeneca Plc-spons Adr | 0% | +24.11% | 加碼 |
| 48 | RBLX | Roblox CORP -class A | 0% | +113.83% | 加碼 |
| 49 | DASH | Doordash Inc - A | 0% | +186.82% | 加碼 |
| 50 | SAN | Banco Santander Sa-spon Adr | 0% | +31.66% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Capital Wealth Planning, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$200.2億，共申報了 152 個公開持股部位。
在 Q3 2025 季度，Capital Wealth Planning, LLC 按市值排列的前三大核心持股分別為：AAPL (5.8%)、GS (5.5%)、CAT (5.5%)。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。
本季最大新建倉標的
CIB
市值: US$1478.4萬
本季最大獲利了結 / 清倉標的
CRM
前期市值: US$3.5億
在 Q3 2025 季度中，Capital Wealth Planning, LLC 共進行了 179 項持倉異動，包含新建倉 47 個部位、加碼 73 個部位、減碼 23 個部位以及清倉 36 個部位。 其中最大新建倉標的為 CIB。 本季清倉部位包含 CRM。
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。