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: 0001795934
申報總市值
US$27.4億
US$27.4億
665 檔
72.5%
在 Q3 2025 申報期間，CBIZ Investment Advisory Services, LLC（CIK: 0001795934）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$27.4億，共持有 665 個公開申報部位。
CBIZ Investment Advisory Services, LLC 於 Q3 2025 展現出進攻型調倉步調，本季推動了 117 檔股票的新建倉與 32 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 BND, VUG, VTV）累計市值佔比達 72.5%，是驅動 CBIZ Investment Advisory Services, 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 665 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 | BND | Vanguard Total Bond Market | ETF-其他 | 22.17% | — | +8.97% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 15.54% | — | -8.42% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 15.16% | — | +0.96% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 14.91% | — | -3.14% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.91% | — | -0.07% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 7.15% | — | +76.25% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.20% | — | +61872.53% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.59% | — | -19.88% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.57% | — | +0.07% | |
| 10 | TDG | Transdigm Group Inc | 股票-工業 | 1.50% | — | -0.19% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.31% | — | -3.48% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.23% | — | +6.61% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.16% | — | +7.68% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.41% | — | -0.13% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.26% | — | -16.69% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.21% | — | -7.80% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 0.14% | — | -18.47% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.14% | — | -2.89% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.11% | — | — | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.08% | — | -0.25% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.07% | — | +93.96% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.05% | — | +5.91% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.05% | — | +185.82% | |
| 24 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.04% | — | -0.19% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.04% | — | +19.07% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.04% | — | -8.47% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.04% | — | +0.38% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.04% | — | — | |
| 29 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.04% | — | +10.55% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.03% | — | +8.69% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.03% | — | +5.46% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.02% | — | — | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.02% | — | +1.21% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.02% | — | +0.53% | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 0.02% | — | +6.24% | |
| 36 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 0.02% | — | +0.24% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.02% | — | +3.38% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.02% | — | -0.95% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.01% | — | -2.31% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.01% | — | -51.25% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.01% | — | +13.18% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.01% | — | — | |
| 43 | ETN | Eaton Corporation plc | 股票-工業 | 0.01% | — | +5.01% | |
| 44 | PKBK | Parke Bancorp Inc | 股票-其他 | 0.01% | — | — | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.01% | — | -14.12% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.01% | — | +2.89% | |
| 47 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 0.01% | — | — | |
| 48 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.01% | — | +10.15% | |
| 49 | CBZ | Cbiz Inc | 股票-其他 | 0.01% | — | — | |
| 50 | ADBE | Adobe Inc | 股票-科技 | 0.01% | — | -2.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +18% | +8.97% | 加碼 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +13.7% | -3.14% | 加碼 |
| 3 | VO | Vanguard Mid-cap ETF | +6.1% | +76.25% | 加碼 |
| 4 | AAPL | Apple Inc | +0.1% | -18.47% | 加碼 |
| 5 | AMZN | Amazon.com Inc | 0% | +10.55% | 加碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +19.07% | 加碼 |
| 7 | CVX | Chevron CORP | — | +12.61% | 加碼 |
| 8 | GS | Goldman Sachs Group Inc | — | +8.08% | 加碼 |
| 9 | AMD | Advanced Micro Devices | — | +5.56% | 加碼 |
| 10 | COF | Capital One Financial CORP | — | -14.01% | 加碼 |
| 11 | TEL | TE Connectivity plc | — | +18.57% | 加碼 |
| 12 | BKNG | Booking Holdings Inc | — | -20.00% | 加碼 |
| 13 | GEV | GE Vernova Inc | — | -20.95% | 加碼 |
| 14 | BA | Boeing Co/the | — | -25.24% | 加碼 |
| 15 | APP | Applovin Corp-class A | — | +58.62% | 加碼 |
| 16 | PLTR | Palantir Technologies Inc-a | 0% | +24.72% | 加碼 |
| 17 | NFLX | Netflix Inc | 0% | +20.83% | 加碼 |
| 18 | WM | Waste Management Inc | 0% | -10.29% | 減碼 |
| 19 | GOOG | Alphabet Inc-cl C | 0% | +29.00% | 加碼 |
| 20 | MRNA | Moderna Inc | 0% | -90.83% | 減碼 |
| 21 | MPC | Marathon Petroleum CORP | 0% | -45.24% | 減碼 |
| 22 | BMY | Bristol-myers Squibb Co | 0% | -67.98% | 減碼 |
| 23 | UBER | Uber Technologies Inc | 0% | +0.33% | 加碼 |
| 24 | CMCSA | Comcast Corp-class A | 0% | -51.55% | 減碼 |
| 25 | CME | Cme Group Inc | 0% | +7.96% | 減碼 |
| 26 | RTX | Rtx CORP | 0% | +11.50% | 加碼 |
| 27 | MRK | Merck & Co. Inc. | 0% | +58.21% | 減碼 |
| 28 | V | Visa Inc-class A Shares | 0% | +5.79% | 加碼 |
| 29 | WELL | Welltower Inc | 0% | +6.10% | 減碼 |
| 30 | ABT | Abbott Laboratories | 0% | -8.77% | 減碼 |
| 31 | C | Citigroup Inc | 0% | -4.65% | 減碼 |
| 32 | CM | Can Imperial Bk Of Commerce | 0% | — | 不變 |
| 33 | XOM | Exxon Mobil CORP | 0% | +8.20% | 減碼 |
| 34 | ETN | Eaton Corporation plc | -0.1% | +5.01% | 減碼 |
| 35 | VGT | Vanguard Info Tech ETF | -0.1% | — | 減碼 |
| 36 | KO | Coca-cola Co/the | -0.1% | -8.88% | 減碼 |
| 37 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | +0.50% | 減碼 |
| 38 | EFA | Ishares Msci Eafe ETF | -0.1% | — | 加碼 |
| 39 | TSLA | Tesla Inc | -0.1% | +6.24% | 加碼 |
| 40 | PLD | Prologis Inc | -0.1% | -3.80% | 減碼 |
| 41 | META | Meta Platforms Inc-class A | -0.1% | +13.18% | 加碼 |
| 42 | NVDA | Nvidia CORP | -0.1% | +93.96% | 加碼 |
| 43 | GLD | Spdr Gold Shares | -0.1% | — | 減碼 |
| 44 | ORCL | Oracle CORP | -0.1% | +4.96% | 減碼 |
| 45 | DUK | Duke Energy CORP | -0.1% | -7.09% | 減碼 |
| 46 | UNH | Unitedhealth Group Inc | -0.1% | +43.81% | 減碼 |
| 47 | BSX | Boston Scientific CORP | -0.1% | -33.92% | 減碼 |
| 48 | BAC | Bank Of America CORP | -0.1% | -14.12% | 減碼 |
| 49 | AVGO | Broadcom Inc | -0.1% | +5.46% | 減碼 |
| 50 | CBZ | Cbiz Inc | -0.1% | — | 減碼 |
根據 SEC 官方 Form 13F 申報備案，CBIZ Investment Advisory Services, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$27.4億，共申報了 665 個公開持股部位。
在 Q3 2025 季度，CBIZ Investment Advisory Services, LLC 按市值排列的前三大核心持股分別為：BND (22.2%)、VUG (15.5%)、VTV (15.2%)。其中最大持股部位 BND 佔據整體投資組合約 22.2% 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
VUG
市值: US$4.0億
本季最大獲利了結 / 清倉標的
SPYG
前期市值: US$206.9萬
在 Q3 2025 季度中，CBIZ Investment Advisory Services, LLC 共進行了 198 項持倉異動，包含新建倉 117 個部位、加碼 32 個部位、減碼 32 個部位以及清倉 17 個部位。 其中最大新建倉標的為 VUG。 本季清倉部位包含 SPYG。
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。