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
153 檔
22.3%
根據最新整理的 13F 季度數據集，Capital Wealth Planning, LLC 於 Q1 2026 結束時的管理資產規模為 US$200.2億。該機構在本季度申報了 153 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2026 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 117 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 MSFT, GS, AAPL）占據了總市值的 22.3%，展現出該機構在 Q1 2026 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 | MSFT | Microsoft CORP | 股票-科技 | 5.12% | -0.28% | +52.05% | |
| 2 | GS | Goldman Sachs Group Inc | 股票-金融 | 4.98% | +0.14% | +14.05% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.97% | +0.20% | +20.99% | |
| 4 | RTX | Rtx CORP | 股票-工業 | 4.90% | -1.92% | +7.40% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.66% | +0.05% | +16.99% | |
| 6 | CAT | Caterpillar Inc | 股票-工業 | 4.63% | +1.74% | -9.40% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 4.41% | -0.86% | +40.86% | |
| 8 | AXP | American Express Co | 股票-金融 | 4.39% | -0.32% | +22.17% | |
| 9 | TJX | Tjx Companies Inc | 股票-循環性消費 | 4.10% | -0.46% | +14.01% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 3.97% | -1.07% | +18.08% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 3.91% | -0.76% | +7.95% | |
| 12 | CME | Cme Group Inc | 股票-金融 | 3.73% | -0.18% | -15.53% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 3.67% | -1.08% | +14.15% | |
| 14 | AMGN | Amgen Inc | 股票-醫療保健 | 3.59% | +0.09% | +28.02% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 3.54% | -0.27% | +8.42% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 3.53% | -0.54% | +29.10% | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 3.00% | +0.02% | -9.74% | |
| 18 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.75% | -0.76% | +30.77% | |
| 19 | MPC | Marathon Petroleum CORP | 股票-能源 | 2.21% | -0.19% | +9.56% | |
| 20 | FDX | Fedex CORP | 股票-工業 | 2.10% | +0.05% | — | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.01% | +0.27% | -17.18% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.01% | +0.41% | +13.77% | |
| 23 | DUK | Duke Energy CORP | 股票-公用事業 | 1.98% | -0.17% | +2.32% | |
| 24 | SOFR | Amplify Samsung Sofr ETF | ETF-其他 | 1.81% | -0.03% | +15.03% | |
| 25 | MDT | Medtronic plc | 股票-醫療保健 | 1.68% | -1.68% | — | |
| 26 | NSC | Norfolk Southern CORP | 股票-工業 | 1.42% | +0.45% | — | |
| 27 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.05% | -0.18% | -5.61% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | +1.91% | +61.57% | |
| 29 | FAST | Fastenal Co | 股票-工業 | 0.44% | -0.03% | -27.43% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.39% | +0.12% | +88.86% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.39% | +0.15% | +1482.72% | |
| 32 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.27% | +0.03% | +55.74% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.25% | -0.03% | -90.40% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.23% | +0.13% | +47.86% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.22% | +0.02% | +8.53% | |
| 36 | NTR | Nutrien LTD | 股票-原物料 | 0.21% | -0.07% | — | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.20% | +0.06% | +37.13% | |
| 38 | TSLA | Tesla Inc | 股票-循環性消費 | 0.19% | +0.05% | +69.26% | |
| 39 | BMO | Bank Of Montreal | 股票-金融 | 0.17% | +0.06% | +142.14% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.17% | -0.04% | +28.14% | |
| 41 | CCJ | Cameco CORP | 股票-能源 | 0.16% | +0.01% | +79.47% | |
| 42 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.16% | +0.04% | +54.60% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.16% | +0.08% | +141.08% | |
| 44 | AMX | America Movil Sab De Cv | 股票-其他 | 0.15% | +0.04% | +211.74% | |
| 45 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.15% | +0.05% | — | |
| 46 | SMFG | Sumitomo Mitsui-spons Adr | 股票-金融 | 0.14% | +0.06% | +20.55% | |
| 47 | NFLX | Netflix Inc | 股票-通訊服務 | 0.13% | -0.04% | +97.62% | |
| 48 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 0.13% | +0.05% | +64.68% | |
| 49 | CIB | Grupo Cibest Sa-adr | 股票-其他 | 0.13% | -0.05% | — | |
| 50 | ✓ | 股票-其他 | 0.13% | — | +3.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +1.7% | +40.86% | 加碼 |
| 2 | AEM | Agnico Eagle Mines LTD | +0.7% | +30.77% | 加碼 |
| 3 | WMT | Walmart Inc | +0.6% | +29.10% | 加碼 |
| 4 | MPC | Marathon Petroleum CORP | +0.6% | +9.56% | 加碼 |
| 5 | AMGN | Amgen Inc | +0.5% | +28.02% | 加碼 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +1482.72% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.1% | +61.57% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +88.86% | 加碼 |
| 9 | KO | Coca-cola Co/the | +0.1% | +13.77% | 加碼 |
| 10 | AMX | America Movil Sab De Cv | +0.1% | +211.74% | 加碼 |
| 11 | BMO | Bank Of Montreal | +0.1% | +142.14% | 加碼 |
| 12 | SBS | Cia Saneamento Basico De-adr | +0.1% | +165.79% | 加碼 |
| 13 | LLY | Eli Lilly & Co | +0.1% | +141.08% | 加碼 |
| 14 | FMX | Fomento Economico Mex-sp Adr | +0.1% | +355.29% | 加碼 |
| 15 | CCJ | Cameco CORP | +0.1% | +79.47% | 加碼 |
| 16 | COST | Costco Wholesale CORP | +0.1% | +195.71% | 加碼 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +47.86% | 加碼 |
| 18 | NFLX | Netflix Inc | +0.1% | +97.62% | 加碼 |
| 19 | WPM | Wheaton Precious Metals CORP | +0.1% | +86.87% | 加碼 |
| 20 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | +54.60% | 加碼 |
| 21 | BIDU | Baidu Inc - Spon Adr | +0.1% | +203.60% | 加碼 |
| 22 | AMZN | Amazon.com Inc | 0% | +55.74% | 加碼 |
| 23 | BTI | British American Tob-sp Adr | 0% | +64.68% | 加碼 |
| 24 | E | Eni Spa-sponsored Adr | 0% | +23.67% | 加碼 |
| 25 | LTM | Latam Airlines Group Sa-adr | 0% | +302.27% | 加碼 |
| 26 | ESLT | Elbit Systems Ltd. | 0% | +27.01% | 加碼 |
| 27 | TJX | Tjx Companies Inc | 0% | +14.01% | 加碼 |
| 28 | TSLA | Tesla Inc | 0% | +69.26% | 加碼 |
| 29 | IMO | Imperial Oil LTD | 0% | +11.75% | 加碼 |
| 30 | MU | Micron Technology Inc | 0% | +63.61% | 加碼 |
| 31 | VOD | Vodafone Group Plc-sp Adr | 0% | +35.62% | 加碼 |
| 32 | RYAAY | Ryanair Holdings Plc-sp Adr | 0% | +91.55% | 加碼 |
| 33 | STLD | Steel Dynamics Inc | 0% | +642.86% | 加碼 |
| 34 | TTE | TotalEnergies SE | 0% | +91.98% | 加碼 |
| 35 | ENB | Enbridge Inc | 0% | +27.65% | 加碼 |
| 36 | BMA | Banco Macro Sa-adr | 0% | +86.63% | 加碼 |
| 37 | CSCO | Cisco Systems Inc | 0% | +58.34% | 加碼 |
| 38 | AMAT | Applied Materials Inc | 0% | +128.28% | 加碼 |
| 39 | SAN | Banco Santander Sa-spon Adr | 0% | +54.61% | 加碼 |
| 40 | INTC | Intel CORP | 0% | +107.85% | 加碼 |
| 41 | TMUS | T-mobile US Inc | 0% | +69.81% | 加碼 |
| 42 | ABBV | Abbvie Inc | 0% | +59.29% | 加碼 |
| 43 | AVGO | Broadcom Inc | 0% | +37.13% | 加碼 |
| 44 | SCCO | Southern Copper CORP | 0% | +10.34% | 加碼 |
| 45 | PLTR | Palantir Technologies Inc-a | 0% | +81.06% | 加碼 |
| 46 | RIO | Rio Tinto Plc-spon Adr | 0% | +19.47% | 加碼 |
| 47 | ETN | Eaton Corporation plc | 0% | +47.45% | 加碼 |
| 48 | XLI | Ss Industrial Select Sector | 0% | +133.56% | 加碼 |
| 49 | XOM | Exxon Mobil CORP | 0% | -2.37% | 減碼 |
| 50 | MSFT | Microsoft CORP | — | +52.05% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Capital Wealth Planning, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$200.2億，共申報了 153 個公開持股部位。
在 Q1 2026 季度，Capital Wealth Planning, LLC 按市值排列的前三大核心持股分別為：MSFT (5.1%)、GS (5.0%)、AAPL (5.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.1% 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
FDX
市值: US$3.8億
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$1889.9萬
在 Q1 2026 季度中，Capital Wealth Planning, LLC 共進行了 179 項持倉異動，包含新建倉 28 個部位、加碼 89 個部位、減碼 30 個部位以及清倉 32 個部位。 其中最大新建倉標的為 FDX。 本季清倉部位包含 AZNN。
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。