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: 0000884546
申報總市值
US$7513.2億
US$7513.2億
3456 檔
14.4%
Charles Schwab Investment Management Inc 在 Q4 2025 季度的美股部位總計估值為 US$7513.2億，分散於 3456 個持倉標的之中，反映其市場參與廣度與投資規模。
Charles Schwab Investment Management Inc 於 Q4 2025 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 144 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。
在資產配置集中度方面，Charles Schwab Investment Management Inc 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合計佔整體申報市值的 14.4%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 3456 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 | NVDA | Nvidia CORP | 股票-科技 | 4.52% | -0.01% | +0.08% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.22% | -0.07% | -0.01% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.83% | -0.37% | +0.31% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.30% | -0.03% | +0.96% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.94% | +0.15% | +0.34% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.76% | +0.09% | -6.91% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.75% | -0.23% | +1.04% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.60% | -0.19% | +7.79% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.53% | +0.11% | -0.10% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.38% | -0.05% | +1.93% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.03% | -0.08% | -0.46% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.96% | +0.13% | +2.23% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | -0.02% | -0.37% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.93% | -0.09% | +4.41% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.89% | — | -3.04% | |
| 16 | SMBS | Schwab Mbs ETF | ETF-其他 | 0.89% | -0.09% | +5.48% | |
| 17 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.88% | -0.19% | -0.43% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | -0.06% | +0.69% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.85% | -0.31% | +2.74% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.11% | -7.64% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.83% | +0.09% | +7.75% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.79% | +0.02% | -9.56% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.78% | -0.02% | -0.89% | |
| 24 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.74% | -0.15% | +5.29% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | +0.03% | +1.45% | |
| 26 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.69% | -0.07% | +0.90% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 0.65% | +0.07% | +6.66% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工業 | 0.65% | -0.13% | +1.35% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.29% | +0.87% | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.63% | -0.07% | +1.06% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | -0.07% | +0.12% | |
| 32 | COP | Conocophillips | 股票-能源 | 0.60% | -0.19% | +6.01% | |
| 33 | AMGN | Amgen Inc | 股票-醫療保健 | 0.60% | +0.03% | -12.84% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.60% | -0.05% | -2.35% | |
| 35 | MO | Altria Group Inc | 股票-非循環性消費 | 0.59% | +0.02% | +10.57% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.54% | -0.12% | +0.14% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | -0.02% | +1.70% | |
| 38 | NFLX | Netflix Inc | 股票-通訊服務 | 0.44% | -0.14% | +924.36% | |
| 39 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.44% | -0.10% | +2.72% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | -0.07% | +2.47% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.43% | +0.24% | +4.69% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.42% | +0.02% | +3.26% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | +0.01% | +6.34% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.39% | +0.56% | +2.59% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | — | -0.46% | |
| 46 | GE | General Electric | 股票-工業 | 0.36% | +0.08% | +1.85% | |
| 47 | PM | Philip Morris International | 股票-非循環性消費 | 0.33% | -0.01% | +1.45% | |
| 48 | EOG | Eog Resources Inc | 股票-能源 | 0.33% | -0.06% | +1.89% | |
| 49 | SLB | Slb LTD | 股票-能源 | 0.32% | -0.04% | +2.78% | |
| 50 | F | Ford Motor Co | 股票-循環性消費 | 0.31% | +0.03% | +2.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.34% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.3% | -0.10% | 減碼 |
| 3 | LLY | Eli Lilly & Co | +0.3% | +2.23% | 加碼 |
| 4 | AAPL | Apple Inc | +0.2% | -0.01% | 減碼 |
| 5 | MU | Micron Technology Inc | +0.1% | -0.82% | 減碼 |
| 6 | AMD | Advanced Micro Devices | +0.1% | +2.59% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.1% | +0.96% | 加碼 |
| 8 | MRK | Merck & Co. Inc. | +0.1% | -9.56% | 減碼 |
| 9 | BMY | Bristol-myers Squibb Co | +0.1% | -2.35% | 減碼 |
| 10 | UPS | United Parcel Service-cl B | +0.1% | +3.26% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.1% | +0.12% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.1% | +0.20% | 加碼 |
| 13 | ISRG | Intuitive Surgical Inc | 0% | +1.58% | 加碼 |
| 14 | LRCX | Lam Research CORP | 0% | -0.27% | 減碼 |
| 15 | TMO | Thermo Fisher Scientific Inc | 0% | -0.38% | 減碼 |
| 16 | AMAT | Applied Materials Inc | 0% | +0.44% | 加碼 |
| 17 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +1.04% | 加碼 |
| 18 | XOM | Exxon Mobil CORP | 0% | +0.87% | 加碼 |
| 19 | SLB | Slb LTD | 0% | +2.78% | 加碼 |
| 20 | WMT | Walmart Inc | 0% | +0.14% | 加碼 |
| 21 | CRM | Salesforce Inc | 0% | +2.53% | 加碼 |
| 22 | F | Ford Motor Co | 0% | +2.76% | 加碼 |
| 23 | SNDK | Sandisk CORP | 0% | +11.05% | 加碼 |
| 24 | PLD | Prologis Inc | 0% | +4.65% | 加碼 |
| 25 | CRH | CRH plc | 0% | +60.16% | 加碼 |
| 26 | WBD | Warner Bros Discovery Inc | 0% | +1.88% | 加碼 |
| 27 | ACN | Accenture plc | 0% | +5.23% | 加碼 |
| 28 | CVNA | Carvana Co | 0% | +56.93% | 加碼 |
| 29 | PH | Parker Hannifin CORP | 0% | -1.44% | 減碼 |
| 30 | LITE | Lumentum Holdings Inc | 0% | -2.91% | 減碼 |
| 31 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | -0.46% | 減碼 |
| 32 | SMBS | Schwab Mbs ETF | 0% | +5.48% | 加碼 |
| 33 | KO | Coca-cola Co/the | 0% | -0.89% | 減碼 |
| 34 | TGT | Target CORP | 0% | +3.40% | 加碼 |
| 35 | GM | General Motors Co | 0% | -0.10% | 減碼 |
| 36 | REGN | Regeneron Pharmaceuticals | 0% | +2.97% | 加碼 |
| 37 | WFC | Wells Fargo & Co | 0% | -1.60% | 減碼 |
| 38 | RTX | Rtx CORP | 0% | -0.26% | 減碼 |
| 39 | SCMB | Schwab Municipal Bond ETF | 0% | +9.68% | 加碼 |
| 40 | GS | Goldman Sachs Group Inc | 0% | -0.10% | 減碼 |
| 41 | DHR | Danaher CORP | 0% | +1.53% | 加碼 |
| 42 | KLAC | Kla CORP | 0% | +1.48% | 加碼 |
| 43 | C | Citigroup Inc | 0% | -3.49% | 減碼 |
| 44 | AXP | American Express Co | 0% | -0.51% | 減碼 |
| 45 | VRTX | Vertex Pharmaceuticals Inc | 0% | +1.60% | 加碼 |
| 46 | HAL | Halliburton Co | 0% | +1.45% | 加碼 |
| 47 | SPEM | State Street Sp Ptf Em ETF | 0% | +20.07% | 加碼 |
| 48 | RKT | Rocket Cos Inc-class A | 0% | +295.54% | 加碼 |
| 49 | COHR | Coherent CORP | 0% | +4.80% | 加碼 |
| 50 | GEV | GE Vernova Inc | 0% | +2.67% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Charles Schwab Investment Management Inc 在 Q4 2025 季度的美股持倉總市值約為 US$7513.2億，共申報了 3456 個公開持股部位。
在 Q4 2025 季度，Charles Schwab Investment Management Inc 按市值排列的前三大核心持股分別為：NVDA (4.5%)、AAPL (4.2%)、MSFT (3.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.5% 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
Q
市值: US$1.2億
本季最大獲利了結 / 清倉標的
VOO
前期市值: US$8.2億
在 Q4 2025 季度中，Charles Schwab Investment Management Inc 共進行了 200 項持倉異動，包含新建倉 4 個部位、加碼 144 個部位、減碼 44 個部位以及清倉 8 個部位。 其中最大新建倉標的為 Q。 本季清倉部位包含 VOO。
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。