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: 0001737088
申報總市值
US$2.3億
US$2.3億
176 檔
16.9%
根據最新整理的 13F 季度數據集，Castleview Partners, LLC 於 Q1 2025 結束時的管理資產規模為 US$2.3億。該機構在本季度申報了 176 檔美股持倉，呈現出該時期的主要投資地圖。
Castleview Partners, LLC 在 Q1 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 119 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 MBSF, AAPL, BMY）占據了總市值的 16.9%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
MBSF
市值: US$2186.5萬
本季最大獲利了結 / 清倉標的
LMT
前期市值: US$1010.0萬
| # | 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 | MBSF | Regan Floating Rate Mbs ETF | ETF-其他 | 14.80% | -0.56% | +4.58% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.12% | +0.47% | -16.70% | |
| 3 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.80% | +0.31% | +23.02% | |
| 4 | AMGN | Amgen Inc | 股票-醫療保健 | 2.77% | +0.38% | +21.21% | |
| 5 | COP | Conocophillips | 股票-能源 | 2.64% | +0.04% | +31.93% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.06% | +0.06% | -14.36% | |
| 7 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 1.90% | -0.04% | +6.26% | |
| 8 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 1.73% | +0.05% | +6.18% | |
| 9 | CLOI | Vaneck Clo ETF | ETF-其他 | 1.57% | -0.08% | +15.69% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.47% | -0.15% | -11.33% | |
| 11 | ARP | Pmv Adaptive Risk Parity ETF | ETF-其他 | 1.44% | +0.03% | — | |
| 12 | CLOB | Vaneck Aa-bb Clo ETF | ETF-其他 | 1.35% | -0.06% | +4.30% | |
| 13 | TSLA | Tesla Inc | 股票-循環性消費 | 1.34% | -0.19% | +123.35% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.32% | -0.21% | -21.72% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.28% | -0.03% | -15.18% | |
| 16 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 1.24% | +0.06% | +150.41% | |
| 17 | LST | Leuthold Sel Ind | ETF-其他 | 1.09% | +0.03% | — | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | -0.14% | -27.49% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.02% | — | +26.70% | |
| 20 | PIT | Vaneck Commodity Strat ETF | ETF-避險與商品 | 1.00% | +0.10% | +94.03% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.95% | +0.13% | -32.86% | |
| 22 | ETN | Eaton Corporation plc | 股票-工業 | 0.94% | — | +664.83% | |
| 23 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.93% | +0.05% | +36.20% | |
| 24 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.91% | +0.02% | -11.42% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.89% | -0.19% | -9.78% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.89% | +0.05% | +99.46% | |
| 27 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.88% | — | -42.73% | |
| 28 | AZO | Autozone Inc | 股票-循環性消費 | 0.84% | -0.05% | -8.66% | |
| 29 | DNOV | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.83% | +0.01% | -4.73% | |
| 30 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.73% | -0.75% | -21.62% | |
| 31 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.72% | — | -42.04% | |
| 32 | PWR | Quanta Services Inc | 股票-工業 | 0.71% | — | +787.82% | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.71% | -0.17% | +21.95% | |
| 34 | ✓ | Texas Cap Tex Equity Index E | 股票-其他 | 0.71% | — | -15.42% | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.67% | +0.03% | +12.34% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.65% | -0.29% | EXIT | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | — | -36.06% | |
| 38 | SIVR | Abrdn Physical Silver Shares | ETF-避險與商品 | 0.63% | — | +4117.45% | |
| 39 | PM | Philip Morris International | 股票-非循環性消費 | 0.63% | +0.05% | -43.16% | |
| 40 | DDM | Proshares Ultra Dow30 | ETF-其他 | 0.62% | -0.35% | EXIT | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.61% | +0.04% | +2.11% | |
| 42 | EINC | Vaneck Energy Income ETF | ETF-其他 | 0.61% | -0.01% | +93.83% | |
| 43 | OILT | Texas Oil Index ETF | ETF-大型股與成長 | 0.59% | — | +20.49% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.59% | -0.13% | +4.43% | |
| 45 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.59% | — | -14.38% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | — | -0.54% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | -0.26% | -26.46% | |
| 48 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.55% | -0.01% | -11.73% | |
| 49 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-其他 | 0.54% | +0.02% | +74.19% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.54% | — | +449.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BMY | Bristol-myers Squibb Co | +2.7% | +23.02% | 加碼 |
| 2 | AMGN | Amgen Inc | +2.7% | +21.21% | 加碼 |
| 3 | COP | Conocophillips | +2.6% | +31.93% | 加碼 |
| 4 | AAPL | Apple Inc | +1.9% | -16.70% | 加碼 |
| 5 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +1.6% | +6.26% | 加碼 |
| 6 | TSLA | Tesla Inc | +1.2% | +123.35% | 加碼 |
| 7 | TQQQ | Proshares Ultrapro Qqq | +1.2% | +150.41% | 加碼 |
| 8 | ETN | Eaton Corporation plc | +0.9% | +664.83% | 加碼 |
| 9 | ELV | Elevance Health Inc | +0.9% | +36.20% | 加碼 |
| 10 | HD | Home Depot Inc | +0.8% | -32.86% | 加碼 |
| 11 | QLD | Proshares Ultra Qqq | +0.7% | -21.62% | 加碼 |
| 12 | AZO | Autozone Inc | +0.6% | -8.66% | 加碼 |
| 13 | ORCL | Oracle CORP | +0.6% | +18.97% | 加碼 |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +21.95% | 加碼 |
| 15 | PM | Philip Morris International | +0.5% | -43.16% | 加碼 |
| 16 | ROST | Ross Stores Inc | +0.4% | -14.38% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.4% | +7.60% | 加碼 |
| 18 | XLB | Ss Materials Select Sector | +0.4% | +90.45% | 加碼 |
| 19 | ORLY | O'reilly Automotive Inc | +0.4% | -11.73% | 加碼 |
| 20 | NVDA | Nvidia CORP | +0.4% | +4.43% | 加碼 |
| 21 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +449.37% | 加碼 |
| 22 | SHOP | Shopify Inc - Class A | +0.4% | +1.74% | 加碼 |
| 23 | SSO | Proshares Ultra S&p500 | +0.4% | +58.51% | 加碼 |
| 24 | TMO | Thermo Fisher Scientific Inc | +0.3% | -10.45% | 加碼 |
| 25 | KO | Coca-cola Co/the | +0.3% | +29.07% | 加碼 |
| 26 | PGR | Progressive CORP | +0.3% | -8.59% | 加碼 |
| 27 | AMZN | Amazon.com Inc | +0.3% | -21.72% | 加碼 |
| 28 | ABNB | Airbnb Inc-class A | +0.2% | -0.06% | 加碼 |
| 29 | LNG | Cheniere Energy Inc | +0.2% | +10.88% | 加碼 |
| 30 | MA | Mastercard Inc - A | +0.1% | -9.78% | 減碼 |
| 31 | V | Visa Inc-class A Shares | +0.1% | -27.49% | 減碼 |
| 32 | JNJ | Johnson & Johnson | -0.1% | -18.74% | 減碼 |
| 33 | ZTS | Zoetis Inc | -0.1% | +19.83% | 減碼 |
| 34 | FTGC | First Trust Global Tactical | -0.1% | +1.01% | 減碼 |
| 35 | AGNC | Agnc Investment CORP | -0.1% | -2.37% | 減碼 |
| 36 | JPM | Jpmorgan Chase & Co | -0.1% | -58.86% | 減碼 |
| 37 | WMT | Walmart Inc | -0.1% | -3.68% | 減碼 |
| 38 | FSK | Fs Kkr Capital CORP | -0.1% | -3.89% | 減碼 |
| 39 | PFE | Pfizer Inc | -0.1% | +0.40% | 減碼 |
| 40 | DIS | Walt Disney Co/the | -0.1% | -17.03% | 減碼 |
| 41 | NOW | Servicenow Inc | -0.2% | -38.35% | 減碼 |
| 42 | ACN | Accenture plc | -0.2% | -0.17% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | -45.79% | 減碼 |
| 44 | SBUX | Starbucks CORP | -0.2% | +1258.94% | 減碼 |
| 45 | EPD | Enterprise Products Partners | -0.2% | +22.40% | 減碼 |
| 46 | AMLP | Alerian Mlp ETF | -0.2% | -53.16% | 減碼 |
| 47 | CVX | Chevron CORP | -0.3% | -1.59% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.3% | -57.50% | 加碼 |
| 49 | GS | Goldman Sachs Group Inc | -0.4% | -4.44% | 減碼 |
| 50 | ADBE | Adobe Inc | -0.5% | -1.37% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Castleview Partners, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$2.3億，共申報了 176 個公開持股部位。
在 Q1 2025 季度，Castleview Partners, LLC 按市值排列的前三大核心持股分別為：MBSF (14.8%)、AAPL (3.1%)、BMY (2.8%)。其中最大持股部位 MBSF 佔據整體投資組合約 14.8% 的權重。
在 Q1 2025 季度中，Castleview Partners, LLC 共進行了 200 項持倉異動，包含新建倉 50 個部位、加碼 31 個部位、減碼 27 個部位以及清倉 92 個部位。 其中最大新建倉標的為 MBSF。 本季清倉部位包含 LMT。
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。
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。
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。