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: 0001610769
申報總市值
US$52.2億
US$52.2億
1191 檔
17.2%
根據最新整理的 13F 季度數據集，Caprock Group, LLC 於 Q4 2025 結束時的管理資產規模為 US$52.2億。該機構在本季度申報了 1191 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2025 的申報異動，Caprock Group, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 140 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 VTI, NVDA, AAPL）占據了總市值的 17.2%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1191 檔）
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.33% | -0.65% | +1.70% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.50% | -0.31% | +9.36% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.38% | -0.36% | +9.09% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.07% | +1.98% | NEW | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.68% | -0.22% | -2.29% | |
| 6 | S | Sentinelone Inc -class A | 股票-科技 | 2.46% | +0.10% | +2275.17% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.85% | -0.17% | +11.83% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.67% | -0.09% | +12.59% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.60% | -0.08% | +10.12% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.55% | +0.07% | +11.04% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.41% | -0.21% | +8.90% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.31% | -0.49% | +11.91% | |
| 13 | LQDA | Liquidia CORP | 股票-其他 | 1.30% | +0.90% | +9.30% | |
| 14 | ELS | Equity Lifestyle Properties | 股票-房地產 | 1.23% | -0.28% | +42.27% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.15% | -0.11% | -5.51% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.12% | -0.03% | +7.46% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.10% | -0.08% | +18.84% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.02% | -0.12% | -1.28% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.84% | -0.08% | -3.31% | |
| 20 | TSLA | Tesla Inc | 股票-循環性消費 | 0.81% | -0.03% | +29.26% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.79% | -0.13% | +3.78% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.79% | +0.91% | NEW | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.75% | -0.27% | +4.20% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.13% | +6.60% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.06% | +13.95% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.69% | -0.09% | -10.77% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.67% | +0.78% | NEW | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | -0.05% | +1.41% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.56% | -0.19% | -1.15% | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 0.52% | -0.20% | +947.56% | |
| 31 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.52% | -0.01% | -1.80% | |
| 32 | GE | General Electric | 股票-工業 | 0.50% | +0.03% | +3.08% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.50% | +0.23% | -0.51% | |
| 34 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.49% | -0.30% | -1.87% | |
| 35 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 0.48% | -0.11% | -6.05% | |
| 36 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 0.40% | -0.30% | -1.79% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.39% | -0.07% | +9.31% | |
| 38 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.39% | -0.02% | -4.05% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.39% | +0.38% | NEW | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | -0.09% | +6.92% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.37% | +0.34% | NEW | |
| 42 | PWR | Quanta Services Inc | 股票-工業 | 0.37% | +0.57% | NEW | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.36% | -0.06% | -1.59% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.36% | -0.04% | +1.84% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.35% | +0.10% | +33.76% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.35% | +0.01% | -11.95% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.35% | — | +2.78% | |
| 48 | C | Citigroup Inc | 股票-金融 | 0.35% | -0.03% | +17.38% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | -0.20% | +16.55% | |
| 50 | GEV | GE Vernova Inc | 股票-工業 | 0.32% | +0.02% | +4.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | S | Sentinelone Inc -class A | +2.3% | +2275.17% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +12.59% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | +10.12% | 加碼 |
| 4 | LLY | Eli Lilly & Co | +0.4% | +11.04% | 加碼 |
| 5 | AAPL | Apple Inc | +0.3% | +9.09% | 加碼 |
| 6 | KMI | Kinder Morgan, Inc. | +0.3% | +1230.66% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.3% | +29.26% | 加碼 |
| 8 | ELS | Equity Lifestyle Properties | +0.2% | +42.27% | 加碼 |
| 9 | CHYM | Chime Financial Inc-cl A | +0.2% | +521.49% | 加碼 |
| 10 | LQDA | Liquidia CORP | +0.2% | +9.30% | 加碼 |
| 11 | MU | Micron Technology Inc | +0.1% | +25.26% | 加碼 |
| 12 | ACWI | Ishares Msci Acwi ETF | +0.1% | +353.19% | 加碼 |
| 13 | HL | Hecla Mining Co | +0.1% | +174.85% | 加碼 |
| 14 | LRCX | Lam Research CORP | +0.1% | +14.72% | 加碼 |
| 15 | EXPE | Expedia Group Inc | +0.1% | +69.48% | 加碼 |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +18.84% | 加碼 |
| 17 | AVGO | Broadcom Inc | +0.1% | +7.46% | 加碼 |
| 18 | VEA | Vanguard Ftse Developed ETF | +0.1% | +24.61% | 加碼 |
| 19 | WDC | Western Digital CORP | +0.1% | +50.17% | 加碼 |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +33.76% | 加碼 |
| 21 | C | Citigroup Inc | +0.1% | +17.38% | 加碼 |
| 22 | BIIB | Biogen Inc | +0.1% | +317.98% | 加碼 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.51% | 減碼 |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +42.86% | 加碼 |
| 25 | FOXA | Fox CORP - Class A | +0.1% | +124.70% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +28.04% | 加碼 |
| 27 | EFA | Ishares Msci Eafe ETF | +0.1% | +24.84% | 加碼 |
| 28 | CL | Colgate-palmolive Co | +0.1% | +116.54% | 加碼 |
| 29 | STX | Seagate Technology Holdings plc | +0.1% | +25.26% | 加碼 |
| 30 | AU | AngloGold Ashanti plc | +0.1% | +23.95% | 加碼 |
| 31 | PAAS | Pan American Silver CORP | +0.1% | +88.57% | 加碼 |
| 32 | WMT | Walmart Inc | 0% | +13.02% | 加碼 |
| 33 | SCHX | Schwab US Large-cap ETF | 0% | +25.74% | 加碼 |
| 34 | VRTX | Vertex Pharmaceuticals Inc | 0% | +15.10% | 加碼 |
| 35 | NEM | Newmont CORP | 0% | +18.20% | 加碼 |
| 36 | AMD | Advanced Micro Devices | 0% | +14.13% | 加碼 |
| 37 | MRK | Merck & Co. Inc. | 0% | +22.14% | 加碼 |
| 38 | AMAT | Applied Materials Inc | 0% | +3.80% | 加碼 |
| 39 | SCHW | Schwab (charles) CORP | 0% | +45.65% | 加碼 |
| 40 | ASML | ASML Holding N.V. | 0% | +12.03% | 加碼 |
| 41 | ZM | Zoom Communications Inc | 0% | +174.24% | 加碼 |
| 42 | DAL | Delta Air Lines Inc | 0% | +130.82% | 加碼 |
| 43 | TEVA | Teva Pharmaceutical-sp Adr | 0% | +3.77% | 加碼 |
| 44 | CTSH | Cognizant Tech Solutions-a | 0% | +164.12% | 加碼 |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +13.95% | 加碼 |
| 46 | JNJ | Johnson & Johnson | 0% | +6.92% | 加碼 |
| 47 | APP | Applovin Corp-class A | 0% | -6.85% | 減碼 |
| 48 | CAT | Caterpillar Inc | 0% | -0.26% | 減碼 |
| 49 | CAH | Cardinal Health Inc | 0% | +41.55% | 加碼 |
| 50 | MNST | Monster Beverage CORP | 0% | +38.19% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Caprock Group, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$52.2億，共申報了 1191 個公開持股部位。
在 Q4 2025 季度，Caprock Group, LLC 按市值排列的前三大核心持股分別為：VTI (6.3%)、NVDA (3.5%)、AAPL (3.4%)。其中最大持股部位 VTI 佔據整體投資組合約 6.3% 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
PDEC
市值: US$1126.9萬
本季最大獲利了結 / 清倉標的
PFEB
前期市值: US$1234.8萬
在 Q4 2025 季度中，Caprock Group, LLC 共進行了 200 項持倉異動，包含新建倉 20 個部位、加碼 120 個部位、減碼 45 個部位以及清倉 15 個部位。 其中最大新建倉標的為 PDEC。 本季清倉部位包含 PFEB。
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。