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: 0001298088
申報總市值
US$591.6億
US$591.6億
3087 檔
20.9%
在 Q3 2025 申報期間，CIBC Private Wealth Group LLC（CIK: 0001298088）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$591.6億，共持有 3087 個公開申報部位。
在 Q3 2025，CIBC Private Wealth Group LLC 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 27 檔、減碼 23 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
在資產配置集中度方面，CIBC Private Wealth Group LLC 的前 5 大核心持股（包含 MSFT, AAPL, AMZN 等）合計佔整體申報市值的 20.9%，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 3087 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 | MSFT | Microsoft CORP | 股票-科技 | 5.85% | -0.51% | -1.70% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.66% | +0.19% | -1.14% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.97% | — | -0.60% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.89% | — | -1.26% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.75% | +0.66% | -8.12% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | — | -1.72% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.71% | — | +15.02% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.61% | — | -0.93% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.42% | +0.21% | +42.11% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.31% | +0.28% | -4.62% | |
| 11 | RTX | Rtx CORP | 股票-工業 | 1.20% | -0.16% | -0.93% | |
| 12 | BX | Blackstone Inc | 股票-金融 | 1.19% | -0.15% | -0.51% | |
| 13 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.07% | +0.19% | -0.95% | |
| 14 | ODFL | Old Dominion Freight Line | 股票-工業 | 1.05% | +0.10% | +21.61% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.98% | — | +1.90% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.93% | +0.14% | +10.99% | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.92% | — | -2.48% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.86% | +0.14% | +5.76% | |
| 19 | TEL | TE Connectivity plc | 股票-科技 | 0.79% | -0.18% | -11.27% | |
| 20 | CME | Cme Group Inc | 股票-金融 | 0.79% | — | -1.32% | |
| 21 | ATMP | Ipath Select Mlp Etn | ETF-其他 | 0.79% | — | +2.01% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | — | -0.77% | |
| 23 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.78% | — | -0.62% | |
| 24 | QCOM | Qualcomm Inc | 股票-科技 | 0.77% | -0.20% | -0.67% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.76% | +0.19% | +16.68% | |
| 26 | SPGI | S&p Global Inc | 股票-金融 | 0.75% | — | -0.91% | |
| 27 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.74% | — | -1.35% | |
| 28 | UNP | Union Pacific CORP | 股票-工業 | 0.73% | — | -0.52% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | +0.66% | -6.74% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.69% | +0.10% | +42.54% | |
| 31 | DHR | Danaher CORP | 股票-醫療保健 | 0.69% | +0.10% | -3.37% | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 0.69% | — | -1.18% | |
| 33 | LIN | Linde plc | 股票-原物料 | 0.66% | — | -1.15% | |
| 34 | LNG | Cheniere Energy Inc | 股票-能源 | 0.64% | -0.14% | -1.03% | |
| 35 | ASML | ASML Holding N.V. | 股票-科技 | 0.62% | — | +25.43% | |
| 36 | APH | Amphenol Corp-cl A | 股票-科技 | 0.61% | — | -0.97% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.60% | — | -2.17% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.60% | -0.10% | -1.51% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.60% | -0.10% | +31.87% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.59% | — | -1.11% | |
| 41 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.58% | — | -1.31% | |
| 42 | WDAY | Workday Inc-class A | 股票-科技 | 0.57% | -0.54% | -2.59% | |
| 43 | SYK | Stryker CORP | 股票-醫療保健 | 0.56% | — | -1.16% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.55% | — | +7.53% | |
| 45 | PLD | Prologis Inc | 股票-房地產 | 0.53% | — | -1.29% | |
| 46 | BLK | Blackrock Inc | 股票-金融 | 0.52% | — | -1.22% | |
| 47 | MLM | Martin Marietta Materials | 股票-原物料 | 0.52% | — | -30.84% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | — | -1.13% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.51% | -0.13% | +63.43% | |
| 50 | ROP | Roper Technologies Inc | 股票-科技 | 0.50% | — | -1.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -1.26% | 減碼 |
| 2 | AVGO | Broadcom Inc | +1% | +42.11% | 加碼 |
| 3 | AAPL | Apple Inc | +0.7% | -1.14% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.7% | -1.70% | 減碼 |
| 5 | ASML | ASML Holding N.V. | +0.5% | +25.43% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.4% | +15.02% | 加碼 |
| 7 | GEV | GE Vernova Inc | +0.4% | +100.01% | 加碼 |
| 8 | IDXX | Idexx Laboratories Inc | +0.3% | -1.12% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | -8.12% | 減碼 |
| 10 | PGR | Progressive CORP | +0.3% | +2012.02% | 加碼 |
| 11 | DXCM | Dexcom Inc | +0.3% | +374.28% | 加碼 |
| 12 | APH | Amphenol Corp-cl A | +0.3% | -0.97% | 加碼 |
| 13 | GE | General Electric | +0.3% | +0.21% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | -1.72% | 減碼 |
| 15 | HWM | Howmet Aerospace Inc | +0.2% | -0.62% | 減碼 |
| 16 | EXE | Expand Energy CORP | +0.2% | +862.29% | 加碼 |
| 17 | SE | Sea Ltd-adr | +0.2% | +11432.81% | 加碼 |
| 18 | FLUT | Flutter Entertainment plc | +0.2% | -0.45% | 加碼 |
| 19 | TEL | TE Connectivity plc | +0.2% | -11.27% | 減碼 |
| 20 | NET | Cloudflare Inc - Class A | +0.2% | +7.64% | 加碼 |
| 21 | SPOT | Spotify Technology S.A. | +0.2% | -1.27% | 加碼 |
| 22 | IWF | Ishares Russell 1000 Growth | +0.2% | +16.68% | 加碼 |
| 23 | PWR | Quanta Services Inc | +0.2% | +0.50% | 加碼 |
| 24 | AVAV | Aerovironment Inc | +0.2% | +24798.74% | 加碼 |
| 25 | BX | Blackstone Inc | +0.2% | -0.51% | 加碼 |
| 26 | VO | Vanguard Mid-cap ETF | +0.2% | +10.99% | 加碼 |
| 27 | TMO | Thermo Fisher Scientific Inc | +0.2% | +42.54% | 加碼 |
| 28 | ZTS | Zoetis Inc | +0.1% | +81.40% | 加碼 |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | -4.62% | 減碼 |
| 30 | RTX | Rtx CORP | +0.1% | -0.93% | 減碼 |
| 31 | AMZN | Amazon.com Inc | +0.1% | -0.60% | 減碼 |
| 32 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.76% | 加碼 |
| 33 | VEA | Vanguard Ftse Developed ETF | +0.1% | +17.16% | 加碼 |
| 34 | MDLZ | Mondelez International Inc-a | +0.1% | +63.43% | 加碼 |
| 35 | NFLX | Netflix Inc | +0.1% | +1.46% | 加碼 |
| 36 | ADP | Automatic Data Processing | +0.1% | +31.87% | 加碼 |
| 37 | QCOM | Qualcomm Inc | +0.1% | -0.67% | 減碼 |
| 38 | UNP | Union Pacific CORP | 0% | -0.52% | 加碼 |
| 39 | FICO | Fair Isaac CORP | -0.2% | -97.32% | 減碼 |
| 40 | CMG | Chipotle Mexican Grill Inc | -0.3% | -71.90% | 減碼 |
| 41 | BRO | Brown & Brown Inc | -0.3% | -95.66% | 減碼 |
| 42 | COP | Conocophillips | -0.4% | -8.02% | 減碼 |
| 43 | SGOV | Ishares 0-3 Month Treasury B | -0.4% | +14.93% | 減碼 |
| 44 | CRM | Salesforce Inc | -0.5% | -40.44% | 減碼 |
| 45 | CSCO | Cisco Systems Inc | -0.5% | -68.77% | 減碼 |
| 46 | PEP | Pepsico Inc | -0.5% | -71.59% | 減碼 |
| 47 | FISV | Fiserv Inc | -0.6% | -1.68% | 減碼 |
| 48 | ELV | Elevance Health Inc | -0.8% | -61.97% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -1.1% | -2.17% | 減碼 |
| 50 | ODFL | Old Dominion Freight Line | -1.7% | +21.61% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，CIBC Private Wealth Group LLC 在 Q3 2025 季度的美股持倉總市值約為 US$591.6億，共申報了 3087 個公開持股部位。
在 Q3 2025 季度，CIBC Private Wealth Group LLC 按市值排列的前三大核心持股分別為：MSFT (5.8%)、AAPL (4.7%)、AMZN (4.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.8% 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。
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$24.6億
在 Q3 2025 季度中，CIBC Private Wealth Group LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 27 個部位、減碼 23 個部位以及清倉 0 個部位。
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。