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
155 檔
20.1%
在 Q4 2025 的 13F 官方備案中，Capital Wealth Planning, LLC 管理的美股投資組合規模來到 US$200.2億，整體持股檔數為 155 檔。
Q4 2025 數據顯示 Capital Wealth Planning, LLC 積極進場，新開立 27 個部位並同步加碼 87 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Capital Wealth Planning, LLC 的前 5 大核心持股（包含 GS, AXP, AAPL 等）合計佔整體申報市值的 20.1%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | GS | Goldman Sachs Group Inc | 股票-金融 | 5.40% | +0.14% | -5.23% | |
| 2 | AXP | American Express Co | 股票-金融 | 5.17% | -0.32% | -0.77% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.16% | +0.20% | -8.70% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.14% | +0.05% | +3.55% | |
| 5 | RTX | Rtx CORP | 股票-工業 | 5.14% | -1.92% | +6.36% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 5.12% | -0.28% | +14.96% | |
| 7 | CAT | Caterpillar Inc | 股票-工業 | 4.94% | +1.74% | -19.14% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 4.91% | -0.76% | +7.18% | |
| 9 | CME | Cme Group Inc | 股票-金融 | 4.77% | -0.18% | +6.97% | |
| 10 | IBM | Intl Business Machines CORP | 股票-科技 | 4.66% | -0.27% | +12.24% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 4.14% | -1.07% | +12.40% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 4.07% | -0.46% | -0.85% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 3.70% | -1.08% | +6.44% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.54% | -0.03% | +8.74% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 3.43% | +0.02% | +56.80% | |
| 16 | AMGN | Amgen Inc | 股票-醫療保健 | 3.07% | +0.09% | +75.25% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 2.89% | -0.54% | +23014.71% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.84% | +0.27% | +4.66% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 2.73% | -0.86% | +6.60% | |
| 20 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.07% | -0.76% | -25.41% | |
| 21 | DUK | Duke Energy CORP | 股票-公用事業 | 2.03% | -0.17% | +9.61% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.90% | +0.41% | +79.58% | |
| 23 | SOFR | Amplify Samsung Sofr ETF | ETF-其他 | 1.84% | -0.03% | +47.64% | |
| 24 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.59% | -0.19% | +49392.04% | |
| 25 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.06% | -0.18% | -34.81% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.97% | -0.01% | -58.52% | |
| 27 | FAST | Fastenal Co | 股票-工業 | 0.61% | -0.03% | — | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | +1.91% | +71.88% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.26% | +0.12% | +43.78% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.25% | +0.02% | +4.04% | |
| 31 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.23% | +0.03% | +69.71% | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.22% | — | -84.50% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.19% | +0.06% | +74.09% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.19% | -0.04% | +40.72% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.18% | +0.13% | +37.63% | |
| 36 | TSLA | Tesla Inc | 股票-循環性消費 | 0.16% | +0.05% | +72.11% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.15% | +0.01% | +37.54% | |
| 38 | SMFG | Sumitomo Mitsui-spons Adr | 股票-金融 | 0.14% | +0.06% | +37.65% | |
| 39 | BCS | Barclays Plc-spons Adr | 股票-金融 | 0.13% | +0.01% | +13.90% | |
| 40 | ✓ | 股票-其他 | 0.13% | — | — | ||
| 41 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.12% | — | +97.23% | |
| 42 | ASML | ASML Holding N.V. | 股票-科技 | 0.12% | +0.11% | +60.51% | |
| 43 | EMBJ | Embraer Sa-spon Adr | 股票-工業 | 0.12% | -0.02% | +37.61% | |
| 44 | BBVA | Banco Bilbao Vizcaya-sp Adr | 股票-金融 | 0.12% | +0.03% | +54.74% | |
| 45 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.11% | +0.04% | +3.03% | |
| 46 | SCCO | Southern Copper CORP | 股票-原物料 | 0.11% | +0.05% | +26.01% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.11% | +0.10% | +58.85% | |
| 48 | ATAT | Atour Lifestyle Holdings-adr | 股票-其他 | 0.10% | -0.08% | EXIT | |
| 49 | NTES | Netease Inc-adr | 股票-通訊服務 | 0.10% | +0.05% | +37.52% | |
| 50 | ENB | Enbridge Inc | 股票-能源 | 0.10% | +0.02% | +49.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +2.9% | +23014.71% | 加碼 |
| 2 | MPC | Marathon Petroleum CORP | +1.6% | +49392.04% | 加碼 |
| 3 | MRK | Merck & Co. Inc. | +1.5% | +56.80% | 加碼 |
| 4 | AMGN | Amgen Inc | +1.4% | +75.25% | 加碼 |
| 5 | KO | Coca-cola Co/the | +0.8% | +79.58% | 加碼 |
| 6 | SOFR | Amplify Samsung Sofr ETF | +0.5% | +47.64% | 加碼 |
| 7 | RTX | Rtx CORP | +0.4% | +6.36% | 加碼 |
| 8 | IBM | Intl Business Machines CORP | +0.3% | +12.24% | 加碼 |
| 9 | NVDA | Nvidia CORP | +0.2% | +71.88% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +43.78% | 加碼 |
| 11 | AXP | American Express Co | +0.1% | -0.77% | 減碼 |
| 12 | AMZN | Amazon.com Inc | +0.1% | +69.71% | 加碼 |
| 13 | AVGO | Broadcom Inc | +0.1% | +74.09% | 加碼 |
| 14 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +97.23% | 加碼 |
| 15 | BMO | Bank Of Montreal | +0.1% | +475.93% | 加碼 |
| 16 | TSLA | Tesla Inc | +0.1% | +72.11% | 加碼 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +37.63% | 加碼 |
| 18 | BBVA | Banco Bilbao Vizcaya-sp Adr | +0.1% | +54.74% | 加碼 |
| 19 | ASML | ASML Holding N.V. | +0.1% | +60.51% | 加碼 |
| 20 | AMD | Advanced Micro Devices | +0.1% | +58.85% | 加碼 |
| 21 | SMFG | Sumitomo Mitsui-spons Adr | +0.1% | +37.65% | 加碼 |
| 22 | MT | Arcelormittal-ny Registered | +0.1% | +156.27% | 加碼 |
| 23 | VOD | Vodafone Group Plc-sp Adr | +0.1% | +87.22% | 加碼 |
| 24 | V | Visa Inc-class A Shares | 0% | +7.18% | 加碼 |
| 25 | NVS | Novartis Ag-sponsored Adr | 0% | +37.54% | 加碼 |
| 26 | E | Eni Spa-sponsored Adr | 0% | +109.75% | 加碼 |
| 27 | ASX | Ase Technology Holding -adr | 0% | +111.89% | 加碼 |
| 28 | ESLT | Elbit Systems Ltd. | 0% | +149.87% | 加碼 |
| 29 | PLTR | Palantir Technologies Inc-a | 0% | +304.23% | 加碼 |
| 30 | CCJ | Cameco CORP | 0% | +37.64% | 加碼 |
| 31 | SAN | Banco Santander Sa-spon Adr | 0% | +87.76% | 加碼 |
| 32 | SCCO | Southern Copper CORP | 0% | +26.01% | 加碼 |
| 33 | BCS | Barclays Plc-spons Adr | 0% | +13.90% | 加碼 |
| 34 | ATAT | Atour Lifestyle Holdings-adr | 0% | +51.84% | 加碼 |
| 35 | EMBJ | Embraer Sa-spon Adr | 0% | +37.61% | 加碼 |
| 36 | LLY | Eli Lilly & Co | 0% | +15.61% | 加碼 |
| 37 | CSCO | Cisco Systems Inc | 0% | +75.59% | 加碼 |
| 38 | IMO | Imperial Oil LTD | 0% | +62.79% | 加碼 |
| 39 | ALL | Allstate CORP | 0% | +98.30% | 加碼 |
| 40 | RKLB | Rocket Lab CORP | 0% | +903.38% | 加碼 |
| 41 | CX | Cemex Sab-spons Adr Part Cer | 0% | +137.24% | 加碼 |
| 42 | U | Unity Software Inc | 0% | +150.84% | 加碼 |
| 43 | BABA | Alibaba Group Holding-sp Adr | 0% | +40.72% | 加碼 |
| 44 | KEP | Korea Elec Power Corp-sp Adr | 0% | +56.57% | 加碼 |
| 45 | HAS | Hasbro Inc | 0% | +116.44% | 加碼 |
| 46 | ENB | Enbridge Inc | 0% | +49.76% | 加碼 |
| 47 | BTI | British American Tob-sp Adr | 0% | +40.63% | 加碼 |
| 48 | MO | Altria Group Inc | 0% | +156.75% | 加碼 |
| 49 | NTES | Netease Inc-adr | 0% | +37.52% | 加碼 |
| 50 | BA | Boeing Co/the | 0% | +102.28% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Capital Wealth Planning, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$200.2億，共申報了 155 個公開持股部位。
在 Q4 2025 季度，Capital Wealth Planning, LLC 按市值排列的前三大核心持股分別為：GS (5.4%)、AXP (5.2%)、AAPL (5.2%)。其中最大持股部位 GS 佔據整體投資組合約 5.4% 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
市值: US$1934.4萬
本季最大獲利了結 / 清倉標的
CIB
前期市值: US$1478.4萬
在 Q4 2025 季度中，Capital Wealth Planning, LLC 共進行了 170 項持倉異動，包含新建倉 27 個部位、加碼 87 個部位、減碼 32 個部位以及清倉 24 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 CIB。
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。