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: 0001963787
申報總市值
US$3.7億
US$3.7億
94 檔
15.3%
Q1 2025 季度申報顯示，Commonwealth Retirement Investments LLC 揭露的美股組合總市值為 US$3.7億，涵蓋 94 個不同之權益投資部位。
在 Q1 2025 期間，Commonwealth Retirement Investments LLC 的持倉組合保持高度穩定，未出現顯著的大幅度增減碼操作，顯示機構對現有持股結構維持較高之延續性。
檢視投資組合結構，前 5 大主力部位（包含 AVGO, JPM, ABBV）占據了總市值的 15.3%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 5.81% | +1.38% | -3.34% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.90% | -1.33% | +0.08% | |
| 3 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.26% | +0.19% | +2.33% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.03% | +0.08% | +2.68% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 3.88% | -4.12% | EXIT | |
| 6 | CVX | Chevron CORP | 股票-能源 | 3.67% | -0.58% | +43.40% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.51% | +0.49% | +10.99% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.25% | +0.20% | -1.97% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 3.02% | +0.43% | +0.83% | |
| 10 | MO | Altria Group Inc | 股票-非循環性消費 | 2.92% | -0.55% | +1.67% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 2.72% | +0.07% | +0.42% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 2.68% | -0.20% | +3.65% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.31% | +0.92% | +3.77% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.07% | +2.00% | +1.97% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.97% | -0.13% | +0.96% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工業 | 1.76% | -0.97% | +0.86% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.70% | — | +2.92% | |
| 18 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.59% | -0.75% | -2.81% | |
| 19 | UPS | United Parcel Service-cl B | 股票-工業 | 1.53% | -1.05% | +20.70% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.38% | +0.04% | +24.32% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | -0.25% | +1.86% | |
| 22 | TFC | Truist Financial CORP | 股票-金融 | 1.31% | -0.02% | +0.06% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.22% | +0.18% | +2.21% | |
| 24 | CME | Cme Group Inc | 股票-金融 | 1.18% | -0.07% | +2.25% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.18% | -1.07% | +2.09% | |
| 26 | TXN | Texas Instruments Inc | 股票-科技 | 1.15% | +0.03% | +3.10% | |
| 27 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.13% | -0.02% | +1.06% | |
| 28 | MET | Metlife Inc | 股票-金融 | 1.11% | +0.44% | +1.32% | |
| 29 | AAPL | Apple Inc | 股票-科技 | 1.11% | — | +3.68% | |
| 30 | PNC | Pnc Financial Services Group | 股票-金融 | 1.10% | — | +2.02% | |
| 31 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.10% | -0.02% | +7.63% | |
| 32 | UNP | Union Pacific CORP | 股票-工業 | 1.09% | -0.01% | +2.30% | |
| 33 | AMGN | Amgen Inc | 股票-醫療保健 | 1.06% | -0.57% | +22.01% | |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 1.03% | +0.15% | +3.00% | |
| 35 | MTB | M & T Bank CORP | 股票-金融 | 1.00% | -0.42% | +2.05% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.93% | -0.59% | -0.35% | |
| 37 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.86% | -0.75% | +46.51% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.85% | — | +39.36% | |
| 39 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.84% | -0.30% | +2.44% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.82% | -0.01% | -18.19% | |
| 41 | BBY | Best Buy Co Inc | 股票-循環性消費 | 0.82% | +0.06% | +1.54% | |
| 42 | PAYX | Paychex Inc | 股票-科技 | 0.75% | +0.10% | +0.13% | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | -0.05% | +2.10% | |
| 44 | FAST | Fastenal Co | 股票-工業 | 0.72% | -0.46% | +2.28% | |
| 45 | LRCX | Lam Research CORP | 股票-科技 | 0.67% | +0.18% | +4.09% | |
| 46 | PRU | Prudential Financial Inc | 股票-金融 | 0.67% | +0.02% | +3.28% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.65% | -0.01% | +2.76% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.65% | -0.03% | -14.46% | |
| 49 | LHX | L3harris Technologies Inc | 股票-工業 | 0.64% | -0.04% | +3.66% | |
| 50 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.63% | — | +3.04% |
根據 SEC 官方 Form 13F 申報備案，Commonwealth Retirement Investments LLC 在 Q1 2025 季度的美股持倉總市值約為 US$3.7億，共申報了 94 個公開持股部位。
在 Q1 2025 季度，Commonwealth Retirement Investments LLC 按市值排列的前三大核心持股分別為：AVGO (5.8%)、JPM (4.9%)、ABBV (4.3%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.8% 的權重。
在 Q1 2025 季度中，Commonwealth Retirement Investments LLC 的持倉組合維持高度穩定，未出現大規模調倉操作。
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。
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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。