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: 0001786411
申報總市值
US$2.6億
US$2.6億
232 檔
24.9%
在 Q3 2025 申報期間，Carolina Wealth Advisors, LLC（CIK: 0001786411）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.6億，共持有 232 個公開申報部位。
觀察 Q3 2025 的資金脈絡，Carolina Wealth Advisors, LLC 在獲利結算 49 檔個股的同時，將資本重新部署至 45 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 SCHQ, BKAG, SCHP）累計市值佔比達 24.9%，是驅動 Carolina Wealth Advisors, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 232 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 | SCHQ | Schwab Long-term US Treasury | ETF-政府公債 | 8.18% | -0.25% | +1885.90% | |
| 2 | BKAG | Bny Mellon Core Bond ETF | ETF-其他 | 5.71% | -0.05% | +1870.28% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 5.66% | -0.33% | -35.60% | |
| 4 | DELL | Dell Technologies -c | 股票-科技 | 4.38% | +0.01% | -1.17% | |
| 5 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 4.36% | -0.03% | +1867.66% | |
| 6 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 4.28% | +0.58% | +8533.33% | |
| 7 | FAST | Fastenal Co | 股票-工業 | 4.20% | — | -1.98% | |
| 8 | GU9 | Guess? Inc | 股票-其他 | 4.00% | — | -2.09% | |
| 9 | MOS | Mosaic Co/the | 股票-原物料 | 3.65% | -0.05% | -1.68% | |
| 10 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 3.50% | -0.02% | -2.57% | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 2.80% | -0.27% | +715.48% | |
| 12 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.69% | +0.08% | -1.49% | |
| 13 | BSCZ | Invesco Bulletshares 2035 Cb | ETF-其他 | 2.67% | -0.07% | +1858.88% | |
| 14 | RES | Rpc Inc | 股票-其他 | 2.63% | — | +7851.85% | |
| 15 | F | Ford Motor Co | 股票-循環性消費 | 2.48% | -0.01% | -2.48% | |
| 16 | DOX | Amdocs Limited | 股票-科技 | 2.47% | +0.08% | -3.82% | |
| 17 | EIG | Employers Holdings Inc | 股票-其他 | 2.43% | — | +80.45% | |
| 18 | CHCO | City Holding Co | 股票-其他 | 2.41% | — | -2.39% | |
| 19 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 2.38% | — | +50.50% | |
| 20 | IPAR | Interparfums Inc | 股票-其他 | 1.97% | +0.01% | +7956.70% | |
| 21 | TAP | Molson Coors Beverage Co - B | 股票-非循環性消費 | 1.85% | — | -2.32% | |
| 22 | BLMN | Bloomin' Brands Inc | 股票-其他 | 1.58% | — | -5.08% | |
| 23 | IRDM | Iridium Communications Inc | 股票-通訊服務 | 1.55% | -0.21% | EXIT | |
| 24 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 1.25% | -0.16% | +8120.41% | |
| 25 | SCHY | Schwab International Dvd ETF | ETF-其他 | 1.10% | +0.08% | +8318.78% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.09% | +0.12% | +8636.86% | |
| 27 | COR | Cencora Inc | 股票-醫療保健 | 0.89% | — | +27.88% | |
| 28 | EQH | Equitable Holdings Inc | 股票-金融 | 0.75% | — | +28.25% | |
| 29 | ADSK | Autodesk Inc | 股票-科技 | 0.72% | -0.36% | +19.11% | |
| 30 | AAPL | Apple Inc | 股票-科技 | 0.71% | +0.03% | +10.49% | |
| 31 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.69% | — | +50.51% | |
| 32 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.64% | — | +14.77% | |
| 33 | MANH | Manhattan Associates Inc | 股票-科技 | 0.64% | — | +14.90% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.62% | — | +15.01% | |
| 35 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.59% | — | -1.02% | |
| 36 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 0.59% | — | +136.99% | |
| 37 | NU | Nu Holdings Ltd. | 股票-金融 | 0.57% | — | +11.61% | |
| 38 | MSI | Motorola Solutions Inc | 股票-科技 | 0.55% | — | +12.58% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | -0.05% | +23.32% | |
| 40 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.52% | +0.12% | +18.99% | |
| 41 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.51% | — | +11.04% | |
| 42 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.51% | — | +12.12% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.50% | -0.11% | -78.06% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.48% | -0.05% | -79.61% | |
| 45 | GDDY | Godaddy Inc - Class A | 股票-科技 | 0.47% | — | +11.28% | |
| 46 | LII | Lennox International Inc | 股票-工業 | 0.47% | — | +13.19% | |
| 47 | CLX | Clorox Company | 股票-非循環性消費 | 0.40% | — | +11.75% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.38% | -0.07% | -79.29% | |
| 49 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.33% | -0.04% | -96.99% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.32% | -0.04% | -79.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVO | Novo-nordisk A/s-spons Adr | +2.4% | +715.48% | 加碼 |
| 2 | TAP | Molson Coors Beverage Co - B | +1.7% | -2.32% | 加碼 |
| 3 | GU9 | Guess? Inc | +0.9% | -2.09% | 加碼 |
| 4 | EIG | Employers Holdings Inc | +0.5% | +80.45% | 加碼 |
| 5 | BKNG | Booking Holdings Inc | +0.4% | +50.51% | 加碼 |
| 6 | COR | Cencora Inc | +0.3% | +27.88% | 加碼 |
| 7 | ADSK | Autodesk Inc | +0.3% | +19.11% | 加碼 |
| 8 | NU | Nu Holdings Ltd. | +0.3% | +11.61% | 加碼 |
| 9 | INFY | Infosys Ltd-sp Adr | +0.2% | +50.50% | 加碼 |
| 10 | MANH | Manhattan Associates Inc | +0.2% | +14.90% | 加碼 |
| 11 | MOS | Mosaic Co/the | +0.2% | -1.68% | 加碼 |
| 12 | EQH | Equitable Holdings Inc | +0.2% | +28.25% | 加碼 |
| 13 | HLT | Hilton Worldwide Holdings In | +0.2% | +14.77% | 加碼 |
| 14 | PLTR | Palantir Technologies Inc-a | +0.2% | +124.33% | 加碼 |
| 15 | TPR | Tapestry Inc | +0.1% | +129.46% | 加碼 |
| 16 | AAPL | Apple Inc | +0.1% | +10.49% | 加碼 |
| 17 | MA | Mastercard Inc - A | +0.1% | +15.01% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +187.18% | 加碼 |
| 19 | MO | Altria Group Inc | +0.1% | +161.49% | 加碼 |
| 20 | STX | Seagate Technology Holdings plc | +0.1% | +21.47% | 加碼 |
| 21 | PM | Philip Morris International | +0.1% | +204.95% | 加碼 |
| 22 | BRBR | Bellring Brands Inc | +0.1% | +136.99% | 加碼 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +23.32% | 加碼 |
| 24 | MSI | Motorola Solutions Inc | +0.1% | +12.58% | 加碼 |
| 25 | NVDA | Nvidia CORP | +0.1% | +93.62% | 加碼 |
| 26 | KO | Coca-cola Co/the | +0.1% | +161.30% | 加碼 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +113.70% | 加碼 |
| 28 | AMGN | Amgen Inc | +0.1% | +209.09% | 加碼 |
| 29 | HD | Home Depot Inc | +0.1% | +142.74% | 加碼 |
| 30 | QCOM | Qualcomm Inc | +0.1% | +140.10% | 加碼 |
| 31 | GILD | Gilead Sciences Inc | +0.1% | +121.45% | 加碼 |
| 32 | GLTR | Abrdn Precious Metals Basket | +0.1% | +18.99% | 加碼 |
| 33 | NFLX | Netflix Inc | +0.1% | +79.38% | 加碼 |
| 34 | FAST | Fastenal Co | +0.1% | -1.98% | 加碼 |
| 35 | LII | Lennox International Inc | +0.1% | +13.19% | 加碼 |
| 36 | CAH | Cardinal Health Inc | 0% | -1.02% | 加碼 |
| 37 | TSLA | Tesla Inc | 0% | -6.40% | 減碼 |
| 38 | SCHB | Schwab US Broad Market ETF | 0% | +12.76% | 加碼 |
| 39 | UNP | Union Pacific CORP | 0% | +302.82% | 加碼 |
| 40 | CL | Colgate-palmolive Co | 0% | +951.35% | 加碼 |
| 41 | OTIS | Otis Worldwide CORP | 0% | +11.04% | 加碼 |
| 42 | LMT | Lockheed Martin CORP | 0% | +465.00% | 加碼 |
| 43 | ITW | Illinois Tool Works | 0% | +1000.00% | 加碼 |
| 44 | SBUX | Starbucks CORP | 0% | +252.17% | 加碼 |
| 45 | TXN | Texas Instruments Inc | 0% | +700.00% | 加碼 |
| 46 | VRSK | Verisk Analytics Inc | 0% | +12.12% | 加碼 |
| 47 | PEP | Pepsico Inc | 0% | +81.11% | 加碼 |
| 48 | PG | Procter & Gamble Co/the | 0% | +67.58% | 加碼 |
| 49 | MSFT | Microsoft CORP | 0% | — | 加碼 |
| 50 | GOOG | Alphabet Inc-cl C | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Carolina Wealth Advisors, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$2.6億，共申報了 232 個公開持股部位。
在 Q3 2025 季度，Carolina Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：SCHQ (8.2%)、BKAG (5.7%)、SCHP (5.7%)。其中最大持股部位 SCHQ 佔據整體投資組合約 8.2% 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
SCHQ
市值: US$1892.7萬
本季最大獲利了結 / 清倉標的
AZO
前期市值: US$81.2萬
在 Q3 2025 季度中，Carolina Wealth Advisors, LLC 共進行了 187 項持倉異動，包含新建倉 45 個部位、加碼 59 個部位、減碼 34 個部位以及清倉 49 個部位。 其中最大新建倉標的為 SCHQ。 本季清倉部位包含 AZO。
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。