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: 0001531809
申報總市值
US$14.6億
US$14.6億
101 檔
15.8%
根據最新整理的 13F 季度數據集，CapWealth Advisors, LLC 於 Q2 2025 結束時的管理資產規模為 US$14.6億。該機構在本季度申報了 101 檔美股持倉，呈現出該時期的主要投資地圖。
CapWealth Advisors, LLC 在 Q2 2025 進行了結構性的板塊輪動與部位換股。在開立 2 個全新部位及加碼 24 檔持股的同時，亦同步清倉 3 檔並減碼 21 檔標的。
整體而言，CapWealth Advisors, LLC 的前 5 大持股（包含 PLTR, WMB, MSFT）貢獻了組合市值的 15.8%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 5.50% | -0.43% | -1.75% | |
| 2 | WMB | Williams Cos Inc | 股票-能源 | 4.91% | -0.24% | -1.04% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.54% | -0.10% | -0.30% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.98% | -0.07% | -14.99% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 3.77% | +0.21% | -1.86% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.82% | -0.74% | +14.84% | |
| 7 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.76% | -0.40% | -0.52% | |
| 8 | GE | General Electric | 股票-工業 | 2.63% | +0.48% | -0.72% | |
| 9 | NFLX | Netflix Inc | 股票-通訊服務 | 2.61% | -0.02% | -27.81% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 2.58% | +0.14% | -0.20% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.54% | -0.01% | +41.31% | |
| 12 | GEV | GE Vernova Inc | 股票-工業 | 2.50% | +0.29% | -0.96% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.49% | +0.50% | -0.50% | |
| 14 | GLW | Corning Inc | 股票-科技 | 2.46% | +2.62% | +2.13% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 2.45% | -0.19% | -33.93% | |
| 16 | DUK | Duke Energy CORP | 股票-公用事業 | 2.42% | -0.17% | +7.84% | |
| 17 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.22% | +0.67% | -9.68% | |
| 18 | DOW | Dow Inc | 股票-原物料 | 2.12% | -0.96% | -4.48% | |
| 19 | LUMN | Lumen Technologies Inc | 股票-通訊服務 | 2.11% | +0.13% | +7.58% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.09% | -0.10% | -4.90% | |
| 21 | DHI | Dr Horton Inc | 股票-循環性消費 | 2.04% | +0.18% | -0.14% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 1.96% | +0.05% | +106.13% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.94% | +0.12% | +0.98% | |
| 24 | EQIX | Equinix Inc | 股票-房地產 | 1.91% | -0.01% | +1.08% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.79% | +0.29% | +349.51% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 1.75% | -0.04% | +135.51% | |
| 27 | CEG | Constellation Energy | 股票-公用事業 | 1.73% | -0.18% | — | |
| 28 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.69% | -0.02% | EXIT | |
| 29 | AAPL | Apple Inc | 股票-科技 | 1.55% | +0.02% | -1.78% | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.48% | -0.20% | +1.92% | |
| 31 | HON | Honeywell International Inc | 股票-工業 | 1.45% | -1.19% | EXIT | |
| 32 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.45% | -0.04% | +1.27% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.30% | -0.05% | +0.65% | |
| 34 | FTNT | Fortinet Inc | 股票-科技 | 1.27% | — | +77.20% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.23% | -0.35% | +32.80% | |
| 36 | SYK | Stryker CORP | 股票-醫療保健 | 1.21% | -0.01% | +0.37% | |
| 37 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.09% | -0.19% | +1.32% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.07% | -0.12% | -5.30% | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 1.01% | -0.05% | +4.98% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.95% | +0.10% | -0.76% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.91% | +0.20% | -8.50% | |
| 42 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.89% | -0.02% | EXIT | |
| 43 | CARR | Carrier Global CORP | 股票-工業 | 0.78% | -0.49% | EXIT | |
| 44 | GNRC | Generac Holdings Inc | 股票-工業 | 0.75% | -0.73% | EXIT | |
| 45 | MCHI | Ishares Msci China ETF | ETF-新興市場 | 0.69% | — | +1.14% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.65% | -0.01% | +4.87% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.65% | -0.08% | +1.39% | |
| 48 | DOCU | Docusign Inc | 股票-科技 | 0.60% | — | — | |
| 49 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.49% | — | -0.09% | |
| 50 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.46% | — | +2.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CEG | Constellation Energy | +1.7% | NEW | 新建倉 |
| 2 | PLTR | Palantir Technologies Inc-a | +1.7% | -1.75% | 減碼 |
| 3 | NEE | Nextera Energy Inc | +1.3% | +349.51% | 加碼 |
| 4 | ORCL | Oracle CORP | +1.2% | +135.51% | 加碼 |
| 5 | GEV | GE Vernova Inc | +0.9% | -0.96% | 減碼 |
| 6 | UPS | United Parcel Service-cl B | +0.8% | +106.13% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.8% | -0.30% | 減碼 |
| 8 | DOCU | Docusign Inc | +0.6% | NEW | 新建倉 |
| 9 | FTNT | Fortinet Inc | +0.6% | +77.20% | 加碼 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -0.50% | 減碼 |
| 11 | GE | General Electric | +0.4% | -0.72% | 減碼 |
| 12 | MRK | Merck & Co. Inc. | +0.3% | +41.31% | 加碼 |
| 13 | IBM | Intl Business Machines CORP | +0.2% | -1.86% | 減碼 |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +32.80% | 加碼 |
| 15 | LUMN | Lumen Technologies Inc | +0.2% | +7.58% | 加碼 |
| 16 | GLW | Corning Inc | +0.2% | +2.13% | 加碼 |
| 17 | PNW | Pinnacle West Capital Corporation | +0.1% | +112.21% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +0.98% | 加碼 |
| 19 | BAC | Bank Of America CORP | +0.1% | -0.20% | 減碼 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +43.50% | 加碼 |
| 21 | CARR | Carrier Global CORP | +0.1% | +2.14% | 加碼 |
| 22 | GNRC | Generac Holdings Inc | 0% | +2.82% | 加碼 |
| 23 | OXY | Occidental Petroleum CORP | 0% | +216.43% | 加碼 |
| 24 | HON | Honeywell International Inc | 0% | +2.05% | 加碼 |
| 25 | META | Meta Platforms Inc-class A | 0% | -0.49% | 減碼 |
| 26 | NVDA | Nvidia CORP | 0% | -10.47% | 減碼 |
| 27 | CGGR | Cap Group Growth Equity | 0% | -2.68% | 減碼 |
| 28 | RSP | Invesco S&p 500 Equal Weight | — | +4.87% | 加碼 |
| 29 | SYK | Stryker CORP | 0% | +0.37% | 加碼 |
| 30 | GOOGL | Alphabet Inc-cl A | -0.1% | -8.50% | 減碼 |
| 31 | MMM | 3m Co | -0.1% | EXIT | 清倉 |
| 32 | SONY | Sony Group CORP - Sp Adr | -0.1% | +1.27% | 加碼 |
| 33 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +1.39% | 加碼 |
| 34 | DUK | Duke Energy CORP | -0.1% | +7.84% | 加碼 |
| 35 | NFLX | Netflix Inc | -0.2% | -27.81% | 減碼 |
| 36 | TSCO | Tractor Supply Company | -0.2% | -2.57% | 減碼 |
| 37 | AMGN | Amgen Inc | -0.2% | +4.98% | 加碼 |
| 38 | EQIX | Equinix Inc | -0.2% | +1.08% | 加碼 |
| 39 | WMB | Williams Cos Inc | -0.3% | -1.04% | 減碼 |
| 40 | GILD | Gilead Sciences Inc | -0.3% | -0.52% | 減碼 |
| 41 | PEP | Pepsico Inc | -0.3% | +1.92% | 加碼 |
| 42 | AAPL | Apple Inc | -0.3% | -1.78% | 減碼 |
| 43 | CVX | Chevron CORP | -0.3% | +14.84% | 加碼 |
| 44 | CVS | Cvs Health CORP | -0.4% | -9.68% | 減碼 |
| 45 | JNJ | Johnson & Johnson | -0.5% | -4.90% | 減碼 |
| 46 | DOW | Dow Inc | -1.1% | -4.48% | 減碼 |
| 47 | RTX | Rtx CORP | -1.3% | -33.93% | 減碼 |
| 48 | DVN | Devon Energy CORP | -1.6% | EXIT | 清倉 |
| 49 | SNA | Snap-on Inc | -1.6% | EXIT | 清倉 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -1.7% | -14.99% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，CapWealth Advisors, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$14.6億，共申報了 101 個公開持股部位。
在 Q2 2025 季度，CapWealth Advisors, LLC 按市值排列的前三大核心持股分別為：PLTR (5.5%)、WMB (4.9%)、MSFT (4.5%)。其中最大持股部位 PLTR 佔據整體投資組合約 5.5% 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
CEG
市值: US$1756.6萬
本季最大獲利了結 / 清倉標的
SNA
前期市值: US$1515.0萬
在 Q2 2025 季度中，CapWealth Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 24 個部位、減碼 21 個部位以及清倉 3 個部位。 其中最大新建倉標的為 CEG。 本季清倉部位包含 SNA。
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。