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: 0002011014
申報總市值
US$1.9億
US$1.9億
57 檔
21.9%
在 Q3 2025 的 13F 官方備案中，Conscious Wealth Investments, LLC 管理的美股投資組合規模來到 US$1.9億，整體持股檔數為 57 檔。
Q3 2025 數據顯示 Conscious Wealth Investments, LLC 積極進場，新開立 5 個部位並同步加碼 28 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Conscious Wealth Investments, LLC 的前 5 大核心持股（包含 SPY, HD, NVDA 等）合計佔整體申報市值的 21.9%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.18% | -0.41% | -0.12% | |
| 2 | HD | Home Depot Inc | 股票-循環性消費 | 4.47% | -0.27% | -0.08% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.18% | -0.20% | -1.14% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.79% | -0.34% | +24.48% | |
| 5 | ANET | Arista Networks Inc | 股票-科技 | 3.66% | +0.14% | -1.21% | |
| 6 | KLAC | Kla CORP | 股票-科技 | 3.57% | +0.43% | -1.62% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.49% | -0.36% | +0.28% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.37% | -0.15% | -2.11% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 3.10% | +0.98% | -0.95% | |
| 10 | NFLX | Netflix Inc | 股票-通訊服務 | 2.83% | -1.41% | -0.51% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.32% | -0.94% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.67% | -0.29% | -0.85% | |
| 13 | AN | Autonation Inc | 股票-循環性消費 | 2.60% | -0.25% | -0.12% | |
| 14 | AXP | American Express Co | 股票-金融 | 2.56% | -0.07% | -1.06% | |
| 15 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.48% | -0.21% | -1.04% | |
| 16 | ETN | Eaton Corporation plc | 股票-工業 | 2.46% | -0.24% | +0.45% | |
| 17 | PVH | Pvh CORP | 股票-循環性消費 | 2.44% | — | +0.02% | |
| 18 | BLK | Blackrock Inc | 股票-金融 | 2.32% | -0.24% | -0.55% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.28% | -0.45% | -0.02% | |
| 20 | NOW | Servicenow Inc | 股票-科技 | 2.24% | — | +1.64% | |
| 21 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.13% | -0.18% | +0.21% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 2.10% | -1.21% | +10.30% | |
| 23 | PFE | Pfizer Inc | 股票-醫療保健 | 2.06% | -2.22% | EXIT | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.02% | — | +0.46% | |
| 25 | CPRT | Copart Inc | 股票-工業 | 2.01% | -1.40% | +3.07% | |
| 26 | ADBE | Adobe Inc | 股票-科技 | 1.85% | — | +6.64% | |
| 27 | ACN | Accenture plc | 股票-科技 | 1.76% | — | +15.65% | |
| 28 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 1.76% | -0.67% | +5.06% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.74% | -0.19% | -0.07% | |
| 30 | EOG | Eog Resources Inc | 股票-能源 | 1.62% | -0.07% | +0.81% | |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.61% | +0.11% | NEW | |
| 32 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.61% | -0.20% | +0.28% | |
| 33 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.59% | -0.33% | +0.20% | |
| 34 | AMT | American Tower CORP | 股票-房地產 | 1.26% | -0.24% | +0.51% | |
| 35 | XLB | Ss Materials Select Sector | ETF-其他 | 1.06% | -0.16% | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.88% | -0.02% | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | +0.05% | — | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.51% | — | +63.65% | |
| 39 | SYY | Sysco CORP | 股票-非循環性消費 | 0.44% | — | — | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.41% | -0.01% | — | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.40% | +0.05% | +21.18% | |
| 42 | GE | General Electric | 股票-工業 | 0.39% | — | +5.57% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.38% | +0.04% | — | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | +0.04% | +10.74% | |
| 45 | AAPL | Apple Inc | 股票-科技 | 0.36% | +0.40% | +5.69% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.34% | +0.02% | +0.30% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.32% | -0.02% | — | |
| 48 | TT | Trane Technologies plc | 股票-工業 | 0.31% | — | — | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.28% | — | +6.10% | |
| 50 | DAL | Delta Air Lines Inc | 股票-工業 | 0.24% | -0.15% | -0.73% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.3% | -1.21% | 減碼 |
| 2 | NVDA | Nvidia CORP | +1.2% | -1.14% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +1.2% | -2.11% | 減碼 |
| 4 | KLAC | Kla CORP | +1.1% | -1.62% | 減碼 |
| 5 | AMAT | Applied Materials Inc | +0.7% | -0.95% | 減碼 |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.4% | +24.48% | 加碼 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -0.12% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | -0.85% | 減碼 |
| 9 | AXP | American Express Co | +0.2% | -1.06% | 減碼 |
| 10 | DIS | Walt Disney Co/the | +0.2% | +63.65% | 加碼 |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | +0.1% | +1.67% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.30% | 加碼 |
| 13 | GE | General Electric | +0.1% | +5.57% | 加碼 |
| 14 | AAPL | Apple Inc | +0.1% | +5.69% | 加碼 |
| 15 | CAT | Caterpillar Inc | +0.1% | — | 不變 |
| 16 | GMED | Globus Medical Inc - A | +0.1% | +5.06% | 加碼 |
| 17 | AVUV | Avantis US Small Cap Value | 0% | +6.10% | 加碼 |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +21.18% | 加碼 |
| 19 | MSFT | Microsoft CORP | 0% | -0.94% | 減碼 |
| 20 | NEE | Nextera Energy Inc | 0% | -0.07% | 加碼 |
| 21 | MUB | Ishares National Muni Bond E | 0% | +10.74% | 加碼 |
| 22 | BLK | Blackrock Inc | 0% | -0.55% | 減碼 |
| 23 | TT | Trane Technologies plc | 0% | — | 不變 |
| 24 | RSP | Invesco S&p 500 Equal Weight | 0% | — | 不變 |
| 25 | PEP | Pepsico Inc | -0.1% | -0.02% | 加碼 |
| 26 | PFE | Pfizer Inc | -0.1% | +0.11% | 加碼 |
| 27 | AN | Autonation Inc | -0.1% | -0.12% | 加碼 |
| 28 | SCHW | Schwab (charles) CORP | -0.1% | -1.04% | 減碼 |
| 29 | PVH | Pvh CORP | -0.2% | +0.02% | 加碼 |
| 30 | CRM | Salesforce Inc | -0.3% | +10.30% | 加碼 |
| 31 | EOG | Eog Resources Inc | -0.3% | +0.81% | 加碼 |
| 32 | VCIT | Vanguard Int-term Corporate | -0.4% | +0.28% | 加碼 |
| 33 | ACN | Accenture plc | -0.4% | +15.65% | 加碼 |
| 34 | ADBE | Adobe Inc | -0.4% | +6.64% | 加碼 |
| 35 | ABT | Abbott Laboratories | -0.5% | +0.46% | 加碼 |
| 36 | NOW | Servicenow Inc | -0.5% | +1.64% | 加碼 |
| 37 | AMT | American Tower CORP | -0.5% | +0.51% | 加碼 |
| 38 | TMUS | T-mobile US Inc | -0.6% | +0.28% | 加碼 |
| 39 | ACGL | Arch Capital Group Ltd. | -0.6% | +0.21% | 加碼 |
| 40 | NFLX | Netflix Inc | -0.6% | -0.51% | 減碼 |
| 41 | INGR | Ingredion Inc | -0.6% | +0.20% | 加碼 |
| 42 | HD | Home Depot Inc | -0.6% | -0.08% | 減碼 |
| 43 | CPRT | Copart Inc | -1.2% | +3.07% | 加碼 |
| 44 | DAL | Delta Air Lines Inc | -2.4% | -0.73% | 減碼 |
| 45 | ETN | Eaton Corporation plc | — | NEW | 新建倉 |
| 46 | XLB | Ss Materials Select Sector | — | NEW | 新建倉 |
| 47 | APD | Air Products & Chemicals Inc | — | EXIT | 清倉 |
| 48 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新建倉 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建倉 |
| 50 | CEG | Constellation Energy | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Conscious Wealth Investments, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$1.9億，共申報了 57 個公開持股部位。
在 Q3 2025 季度，Conscious Wealth Investments, LLC 按市值排列的前三大核心持股分別為：SPY (9.2%)、HD (4.5%)、NVDA (4.2%)。其中最大持股部位 SPY 佔據整體投資組合約 9.2% 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
ETN
市值: US$414.1萬
本季最大獲利了結 / 清倉標的
APD
前期市值: US$174.4萬
在 Q3 2025 季度中，Conscious Wealth Investments, LLC 共進行了 47 項持倉異動，包含新建倉 5 個部位、加碼 28 個部位、減碼 13 個部位以及清倉 1 個部位。 其中最大新建倉標的為 ETN。 本季清倉部位包含 APD。
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。