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
60 檔
20.1%
截至 Q4 2025 季度末，Conscious Wealth Investments, LLC 的美股持倉估值約為 US$1.9億，全數申報部位共有 60 檔。
在 Q4 2025，Conscious Wealth Investments, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 23 個既有持股進行加碼（合計增持 27 檔），相較減碼與清倉部位顯著佔優。
整體而言，Conscious Wealth Investments, LLC 的前 5 大持股（包含 SPY, HD, IUSB）貢獻了組合市值的 20.1%，形成該機構在 Q4 2025 季度的基本面基石。
| # | 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 | 8.29% | -0.41% | -10.19% | |
| 2 | HD | Home Depot Inc | 股票-循環性消費 | 4.56% | -0.27% | +0.11% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.80% | -0.34% | -0.46% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.54% | -0.36% | +0.70% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.29% | +0.84% | NEW | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.01% | -0.15% | -24.95% | |
| 7 | AMAT | Applied Materials Inc | 股票-科技 | 3.00% | +0.98% | -26.74% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.92% | -0.20% | -18.58% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 2.89% | +0.43% | -27.23% | |
| 10 | ETN | Eaton Corporation plc | 股票-工業 | 2.66% | -0.24% | +15.02% | |
| 11 | ANET | Arista Networks Inc | 股票-科技 | 2.64% | +0.14% | -12.53% | |
| 12 | AN | Autonation Inc | 股票-循環性消費 | 2.62% | -0.25% | -2.35% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.58% | -0.29% | +4.35% | |
| 14 | CPRT | Copart Inc | 股票-工業 | 2.57% | -1.40% | +36.24% | |
| 15 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.55% | -0.45% | -3.43% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 2.50% | -1.41% | +1107.38% | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.44% | -0.21% | -9.99% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | -0.32% | +10.95% | |
| 19 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 2.40% | -0.67% | -6.71% | |
| 20 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.40% | -0.18% | -5.65% | |
| 21 | AXP | American Express Co | 股票-金融 | 2.39% | -0.07% | -6.21% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 2.28% | -1.21% | +47.16% | |
| 23 | PFE | Pfizer Inc | 股票-醫療保健 | 2.28% | -2.22% | EXIT | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 2.27% | -0.24% | -0.47% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.17% | — | +20.12% | |
| 26 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.99% | -0.20% | +27.37% | |
| 27 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.83% | -0.33% | +9.90% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.70% | -0.19% | -11.70% | |
| 29 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.61% | +0.11% | NEW | |
| 30 | AMT | American Tower CORP | 股票-房地產 | 1.36% | -0.24% | +11.59% | |
| 31 | PVH | Pvh CORP | 股票-循環性消費 | 1.28% | — | -37.06% | |
| 32 | XLB | Ss Materials Select Sector | ETF-其他 | 1.28% | -0.16% | +102.88% | |
| 33 | ACN | Accenture plc | 股票-科技 | 1.26% | — | -24.39% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.14% | — | — | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 1.13% | — | -23.96% | |
| 36 | EOG | Eog Resources Inc | 股票-能源 | 1.09% | -0.07% | -37.68% | |
| 37 | NOW | Servicenow Inc | 股票-科技 | 1.03% | — | +306.90% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.00% | -0.02% | +12.39% | |
| 39 | XLE | Ss Energy Select Sector | ETF-其他 | 0.97% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.71% | +0.05% | +7.91% | |
| 41 | SYY | Sysco CORP | 股票-非循環性消費 | 0.51% | — | +0.12% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.46% | -0.01% | +3.13% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.45% | +0.04% | +1.12% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.41% | +0.02% | +2.83% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.40% | +0.05% | -0.88% | |
| 46 | GE | General Electric | 股票-工業 | 0.39% | — | +0.57% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | +0.04% | -1.09% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.36% | -0.02% | +1.31% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.35% | — | -26.95% | |
| 50 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.35% | — | +7.65% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GMED | Globus Medical Inc - A | +0.6% | -6.71% | 減碼 |
| 2 | CPRT | Copart Inc | +0.6% | +36.24% | 加碼 |
| 3 | TMUS | T-mobile US Inc | +0.4% | +27.37% | 加碼 |
| 4 | PEP | Pepsico Inc | +0.3% | -3.43% | 減碼 |
| 5 | ACGL | Arch Capital Group Ltd. | +0.3% | -5.65% | 減碼 |
| 6 | INGR | Ingredion Inc | +0.2% | +9.90% | 加碼 |
| 7 | XLB | Ss Materials Select Sector | +0.2% | +102.88% | 加碼 |
| 8 | PFE | Pfizer Inc | +0.2% | +1.60% | 加碼 |
| 9 | ETN | Eaton Corporation plc | +0.2% | +15.02% | 加碼 |
| 10 | CRM | Salesforce Inc | +0.2% | +47.16% | 加碼 |
| 11 | ABT | Abbott Laboratories | +0.2% | +20.12% | 加碼 |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +12.39% | 加碼 |
| 13 | AMT | American Tower CORP | +0.1% | +11.59% | 加碼 |
| 14 | HD | Home Depot Inc | +0.1% | +0.11% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.83% | 加碼 |
| 16 | AVUV | Avantis US Small Cap Value | +0.1% | +7.65% | 加碼 |
| 17 | SYY | Sysco CORP | +0.1% | +0.12% | 加碼 |
| 18 | KO | Coca-cola Co/the | +0.1% | +1.12% | 加碼 |
| 19 | DAL | Delta Air Lines Inc | +0.1% | — | 不變 |
| 20 | HSY | Hershey Co/the | +0.1% | — | 不變 |
| 21 | CAT | Caterpillar Inc | +0.1% | +1.39% | 加碼 |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +3.13% | 加碼 |
| 23 | MCD | Mcdonald's CORP | 0% | +1.31% | 加碼 |
| 24 | MO | Altria Group Inc | 0% | +2.45% | 加碼 |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | -0.46% | 減碼 |
| 26 | AAPL | Apple Inc | 0% | -8.94% | 減碼 |
| 27 | SCHW | Schwab (charles) CORP | 0% | -9.99% | 減碼 |
| 28 | NEE | Nextera Energy Inc | 0% | -11.70% | 減碼 |
| 29 | BLK | Blackrock Inc | -0.1% | -0.47% | 減碼 |
| 30 | AMZN | Amazon.com Inc | -0.1% | +4.35% | 加碼 |
| 31 | AMAT | Applied Materials Inc | -0.1% | -26.74% | 減碼 |
| 32 | DIS | Walt Disney Co/the | -0.2% | -26.95% | 減碼 |
| 33 | AXP | American Express Co | -0.2% | -6.21% | 減碼 |
| 34 | NFLX | Netflix Inc | -0.3% | +1107.38% | 加碼 |
| 35 | GOOG | Alphabet Inc-cl C | -0.4% | -24.95% | 減碼 |
| 36 | MSFT | Microsoft CORP | -0.4% | +10.95% | 加碼 |
| 37 | ACN | Accenture plc | -0.5% | -24.39% | 減碼 |
| 38 | EOG | Eog Resources Inc | -0.5% | -37.68% | 減碼 |
| 39 | KLAC | Kla CORP | -0.7% | -27.23% | 減碼 |
| 40 | ADBE | Adobe Inc | -0.7% | -23.96% | 減碼 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.9% | -10.19% | 減碼 |
| 42 | ANET | Arista Networks Inc | -1% | -12.53% | 減碼 |
| 43 | PVH | Pvh CORP | -1.2% | -37.06% | 減碼 |
| 44 | NOW | Servicenow Inc | -1.2% | +306.90% | 加碼 |
| 45 | NVDA | Nvidia CORP | -1.3% | -18.58% | 減碼 |
| 46 | XLK | Ss Technology Select Sector | — | NEW | 新建倉 |
| 47 | XLY | Ss Consumer Disc Select Sect | — | NEW | 新建倉 |
| 48 | XLE | Ss Energy Select Sector | — | NEW | 新建倉 |
| 49 | CEG | Constellation Energy | — | EXIT | 清倉 |
| 50 | FITB | Fifth Third Bancorp | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Conscious Wealth Investments, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$1.9億，共申報了 60 個公開持股部位。
在 Q4 2025 季度，Conscious Wealth Investments, LLC 按市值排列的前三大核心持股分別為：SPY (8.3%)、HD (4.6%)、IUSB (3.8%)。其中最大持股部位 SPY 佔據整體投資組合約 8.3% 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
XLK
市值: US$548.8萬
本季最大獲利了結 / 清倉標的
CEG
前期市值: US$23.1萬
在 Q4 2025 季度中，Conscious Wealth Investments, LLC 共進行了 48 項持倉異動，包含新建倉 4 個部位、加碼 23 個部位、減碼 20 個部位以及清倉 1 個部位。 其中最大新建倉標的為 XLK。 本季清倉部位包含 CEG。
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。