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: 0001475045
申報總市值
US$45.8億
US$45.8億
858 檔
9.2%
截至 Q1 2025 季度末，Cary Street Partners Financial LLC 的美股持倉估值約為 US$45.8億，全數申報部位共有 858 檔。
在 Q1 2025，Cary Street Partners Financial LLC 操作展現出積極擴展與加碼意向。本季共新建倉 8 個新部位，並對 29 個既有持股進行加碼（合計增持 37 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, VTV, VUG）占據了總市值的 9.2%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 858 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 | AAPL | Apple Inc | 股票-科技 | 3.20% | +0.08% | +3.74% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 3.14% | -0.10% | +10.51% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.35% | +0.08% | +14.18% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | -0.16% | +4.58% | |
| 5 | TACK | Fairlead Tactical Sector ETF | ETF-其他 | 2.25% | -0.18% | -1.27% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.72% | -0.28% | +2.26% | |
| 7 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 1.42% | -0.19% | +33.49% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.30% | -0.06% | +43.09% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.22% | +0.02% | -2.27% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.14% | +0.10% | -2.78% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.14% | -0.13% | -11.14% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.14% | -0.20% | +8.26% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.11% | -0.05% | -0.27% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | -0.10% | +6.33% | |
| 15 | WTPI | Wisdomtree Equity Premium In | ETF-其他 | 1.02% | — | +456.92% | |
| 16 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.97% | -0.67% | +1339.28% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.97% | — | -6.97% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | +0.04% | -1.37% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.90% | -0.01% | +183.62% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.86% | +0.04% | +5.20% | |
| 21 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.84% | -0.44% | -1.79% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | -0.03% | -0.70% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | +0.02% | -1.30% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.78% | +0.13% | +2.00% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | -0.09% | -3.25% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.71% | +0.02% | +4.48% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.70% | -0.04% | +6.73% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | -0.07% | +15.57% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | +0.18% | -1.49% | |
| 30 | RTX | Rtx CORP | 股票-工業 | 0.68% | -0.08% | -4.83% | |
| 31 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.67% | +0.03% | -0.15% | |
| 32 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.67% | -0.30% | +3.09% | |
| 33 | WMB | Williams Cos Inc | 股票-能源 | 0.66% | -0.07% | +0.21% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.64% | -0.08% | +3.04% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.61% | -0.02% | -0.50% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.59% | +0.05% | +11.95% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.59% | +0.05% | +5.92% | |
| 38 | PBL | Pgim Portfolio Ballast ETF | ETF-其他 | 0.58% | -0.10% | +20.18% | |
| 39 | CGUS | Cap Group Core Equity | ETF-其他 | 0.58% | +0.01% | +113.12% | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.57% | -0.06% | -4.44% | |
| 41 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.57% | -0.04% | +11.35% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.56% | +0.01% | -3.33% | |
| 43 | URI | United Rentals Inc | 股票-工業 | 0.56% | +0.17% | -2.47% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.55% | +0.05% | +16.08% | |
| 45 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.55% | -0.09% | +8.73% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.52% | -0.02% | +3.68% | |
| 47 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.51% | -0.15% | +2.38% | |
| 48 | CME | Cme Group Inc | 股票-金融 | 0.51% | -0.14% | -1.71% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.55% | EXIT | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | +0.01% | -0.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JGRO | Jpmorgan Active Growth ETF | +0.9% | +1339.28% | 加碼 |
| 2 | WTPI | Wisdomtree Equity Premium In | +0.8% | +456.92% | 加碼 |
| 3 | VB | Vanguard Small-cap ETF | +0.6% | +183.62% | 加碼 |
| 4 | JPIE | Jpmorgan Income ETF | +0.4% | +43.09% | 加碼 |
| 5 | FLXR | Tcw Flexible Income ETF | +0.3% | +33.49% | 加碼 |
| 6 | CGUS | Cap Group Core Equity | +0.3% | +113.12% | 加碼 |
| 7 | VTV | Vanguard Value ETF | +0.3% | +10.51% | 加碼 |
| 8 | FEGE | First Eagle Gl Equity ETF | +0.3% | NEW | 新建倉 |
| 9 | PYPL | Paypal Holdings Inc | +0.2% | +1571.41% | 加碼 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +6.33% | 加碼 |
| 11 | DVN | Devon Energy CORP | +0.2% | +267.18% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.2% | +15.57% | 加碼 |
| 13 | ABBV | Abbvie Inc | +0.2% | +5.20% | 加碼 |
| 14 | CVX | Chevron CORP | +0.2% | +34.33% | 加碼 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +41.23% | 加碼 |
| 16 | KMI | Kinder Morgan, Inc. | +0.1% | +173.47% | 加碼 |
| 17 | NEM | Newmont CORP | +0.1% | NEW | 新建倉 |
| 18 | WMT | Walmart Inc | +0.1% | +112.02% | 加碼 |
| 19 | DUK | Duke Energy CORP | +0.1% | +93.94% | 加碼 |
| 20 | EVRG | Evergy Inc | +0.1% | NEW | 新建倉 |
| 21 | ABX | Barrick Gold CORP | +0.1% | NEW | 新建倉 |
| 22 | VZ | Verizon Communications Inc | +0.1% | +171.02% | 加碼 |
| 23 | MDT | Medtronic plc | +0.1% | +74.00% | 加碼 |
| 24 | INGR | Ingredion Inc | +0.1% | NEW | 新建倉 |
| 25 | WIP | State Street Spdr Ftse Inter | +0.1% | NEW | 新建倉 |
| 26 | TSN | Tyson Foods Inc-cl A | +0.1% | NEW | 新建倉 |
| 27 | SLB | Slb LTD | +0.1% | +950.72% | 加碼 |
| 28 | BMY | Bristol-myers Squibb Co | +0.1% | +128.97% | 加碼 |
| 29 | CAG | Conagra Brands Inc | +0.1% | NEW | 新建倉 |
| 30 | SYY | Sysco CORP | +0.1% | +62.37% | 加碼 |
| 31 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +4.48% | 加碼 |
| 32 | GLW | Corning Inc | +0.1% | +115.50% | 加碼 |
| 33 | VUG | Vanguard Growth ETF | +0.1% | +14.18% | 加碼 |
| 34 | NVDA | Nvidia CORP | -0.1% | +5.92% | 加碼 |
| 35 | ADBE | Adobe Inc | -0.2% | -4.44% | 減碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -6.97% | 減碼 |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.2% | -22.37% | 減碼 |
| 38 | BIV | Vanguard Intermediate-term B | -0.2% | -11.14% | 減碼 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.2% | +2.00% | 加碼 |
| 40 | CGDG | Cap Group Dividend Growers | -0.2% | -95.11% | 減碼 |
| 41 | MSFT | Microsoft CORP | -0.2% | +4.58% | 加碼 |
| 42 | UNH | Unitedhealth Group Inc | -0.3% | -69.16% | 減碼 |
| 43 | AMZN | Amazon.com Inc | -0.3% | -2.27% | 減碼 |
| 44 | GOOG | Alphabet Inc-cl C | -0.3% | -2.78% | 減碼 |
| 45 | AAPL | Apple Inc | -0.4% | +3.74% | 加碼 |
| 46 | VONV | Vanguard Russell 1000 Value | -0.6% | -98.74% | 減碼 |
| 47 | VONG | Vanguard Russell 1000 Growth | -0.6% | -57.57% | 減碼 |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.6% | -58.96% | 減碼 |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.8% | -59.77% | 減碼 |
| 50 | NBOS | Neuberger Option Strategy Et | -1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Cary Street Partners Financial LLC 在 Q1 2025 季度的美股持倉總市值約為 US$45.8億，共申報了 858 個公開持股部位。
在 Q1 2025 季度，Cary Street Partners Financial LLC 按市值排列的前三大核心持股分別為：AAPL (3.2%)、VTV (3.1%)、VUG (2.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.2% 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
FEGE
市值: US$872.4萬
本季最大獲利了結 / 清倉標的
NBOS
前期市值: US$2993.7萬
在 Q1 2025 季度中，Cary Street Partners Financial LLC 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 29 個部位、減碼 12 個部位以及清倉 1 個部位。 其中最大新建倉標的為 FEGE。 本季清倉部位包含 NBOS。
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。