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: 0001948780
申報總市值
US$722.4億
US$722.4億
2526 檔
14.2%
Q3 2025 季度申報顯示，Corient Private Wealth LP 揭露的美股組合總市值為 US$722.4億，涵蓋 2526 個不同之權益投資部位。
Corient Private Wealth LP 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 123 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, IVV）占據了總市值的 14.2%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大獲利了結 / 清倉標的
AZEK
前期市值: US$2522.0萬
僅顯示前 200 大持股（共 2526 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 | 4.32% | -0.39% | -52.09% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.71% | +0.32% | -9.90% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.31% | +0.25% | +15.26% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.48% | -0.24% | -8.25% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.38% | -0.06% | +9.56% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.30% | -0.04% | +16.04% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.20% | +0.08% | -8.68% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.96% | -0.05% | +0.09% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.89% | +0.12% | -5.65% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.62% | +0.66% | -13.94% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.58% | +0.04% | +7.48% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.58% | +0.08% | -5.67% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | -0.04% | -26.70% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.07% | -0.19% | -53.49% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.06% | -0.08% | +196.98% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | +0.04% | -10.51% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.95% | -0.07% | -23.01% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.89% | +0.09% | +46.92% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.86% | +0.04% | -1.20% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | -0.13% | +16.76% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.75% | -0.58% | -2.01% | |
| 22 | ROP | Roper Technologies Inc | 股票-科技 | 0.71% | -0.14% | +5.03% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.67% | -0.02% | -13.05% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.66% | +0.01% | +30.21% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | +0.10% | -21.03% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.56% | -0.01% | -3.15% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.56% | -0.11% | -16.36% | |
| 28 | SYK | Stryker CORP | 股票-醫療保健 | 0.55% | -0.08% | -15.75% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | +0.49% | +107.71% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.06% | -12.70% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.12% | -12.80% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.54% | -0.13% | -2.97% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.54% | +0.01% | +88.37% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.27% | -6.45% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | -0.26% | +3.12% | |
| 36 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.49% | — | -13.63% | |
| 37 | LIN | Linde plc | 股票-原物料 | 0.47% | -0.03% | -9.83% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.46% | -0.39% | -20.22% | |
| 39 | TSLA | Tesla Inc | 股票-循環性消費 | 0.45% | +0.02% | -6.53% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.45% | -0.08% | -9.63% | |
| 41 | AVDE | Avantis International Equity | ETF-其他 | 0.45% | -0.33% | -10.91% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.44% | -0.01% | -3.72% | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.44% | -0.03% | -8.72% | |
| 44 | SPGI | S&p Global Inc | 股票-金融 | 0.42% | -0.07% | -11.92% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.42% | — | -13.20% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.42% | -0.24% | +17.77% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.40% | -0.10% | -6.84% | |
| 48 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.39% | -0.04% | -8.04% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.39% | +0.36% | +42.22% | |
| 50 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.39% | +0.33% | -20.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | -9.90% | 減碼 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.8% | +16.04% | 加碼 |
| 3 | VUG | Vanguard Growth ETF | +0.8% | +196.98% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | +0.09% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.5% | -8.25% | 減碼 |
| 6 | AVGO | Broadcom Inc | +0.5% | -5.65% | 減碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.5% | -13.94% | 減碼 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +46.92% | 加碼 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +107.71% | 加碼 |
| 10 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +88.37% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.3% | +16.76% | 加碼 |
| 12 | WRB | Wr Berkley CORP | +0.3% | +219.07% | 加碼 |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +30.21% | 加碼 |
| 14 | ABBV | Abbvie Inc | +0.3% | -1.20% | 減碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.3% | -5.67% | 減碼 |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +7.48% | 加碼 |
| 17 | RTX | Rtx CORP | +0.2% | +42.22% | 加碼 |
| 18 | VTV | Vanguard Value ETF | +0.2% | +76.72% | 加碼 |
| 19 | AMZN | Amazon.com Inc | +0.2% | -8.68% | 減碼 |
| 20 | DGRO | Ishares Core Dividend Growth | +0.2% | +4220.09% | 加碼 |
| 21 | TSLA | Tesla Inc | +0.2% | -6.53% | 減碼 |
| 22 | APP | Applovin Corp-class A | +0.1% | +584.75% | 加碼 |
| 23 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +17.77% | 加碼 |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | +3.12% | 加碼 |
| 25 | SCHF | Schwab Intl Equity ETF | +0.1% | -2.01% | 減碼 |
| 26 | BXSL | Blackstone Secured Lending F | +0.1% | +6983.47% | 加碼 |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.1% | +15.26% | 加碼 |
| 28 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +223.71% | 加碼 |
| 29 | GLD | Spdr Gold Shares | +0.1% | +10.29% | 加碼 |
| 30 | ASML | ASML Holding N.V. | +0.1% | +3.41% | 加碼 |
| 31 | BN | Brookfield CORP | +0.1% | +8.06% | 加碼 |
| 32 | ECL | Ecolab Inc | +0.1% | +12.69% | 加碼 |
| 33 | MTN | Vail Resorts Inc | +0.1% | +6781.39% | 加碼 |
| 34 | GBDC | Golub Capital Bdc Inc | +0.1% | +297.83% | 加碼 |
| 35 | ORCL | Oracle CORP | +0.1% | -13.20% | 減碼 |
| 36 | CDNS | Cadence Design Sys Inc | +0.1% | +165.30% | 加碼 |
| 37 | IWV | Ishares Russell 3000 ETF | +0.1% | +2.32% | 加碼 |
| 38 | ACWI | Ishares Msci Acwi ETF | +0.1% | +60.90% | 加碼 |
| 39 | LRCX | Lam Research CORP | +0.1% | -15.01% | 減碼 |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +1164.75% | 加碼 |
| 41 | ORLY | O'reilly Automotive Inc | +0.1% | +30.11% | 加碼 |
| 42 | GE | General Electric | +0.1% | +6.66% | 加碼 |
| 43 | IJR | Ishares Core S&p Small-cap E | +0.1% | +57.80% | 加碼 |
| 44 | CMI | Cummins Inc | +0.1% | -1.26% | 減碼 |
| 45 | MS | Morgan Stanley | +0.1% | +2.63% | 加碼 |
| 46 | HD | Home Depot Inc | +0.1% | -13.05% | 減碼 |
| 47 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +1677.49% | 加碼 |
| 48 | AVTR | Avantor Inc | +0.1% | +8507.37% | 加碼 |
| 49 | FDN | First Trust Dj Internet Ind | +0.1% | +4924.70% | 加碼 |
| 50 | TMUS | T-mobile US Inc | +0.1% | +86.73% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Corient Private Wealth LP 在 Q3 2025 季度的美股持倉總市值約為 US$722.4億，共申報了 2526 個公開持股部位。
在 Q3 2025 季度，Corient Private Wealth LP 按市值排列的前三大核心持股分別為：MSFT (4.3%)、AAPL (3.7%)、IVV (3.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.3% 的權重。
在 Q3 2025 季度中，Corient Private Wealth LP 共進行了 200 項持倉異動，包含新建倉 0 個部位、加碼 77 個部位、減碼 121 個部位以及清倉 2 個部位。 本季清倉部位包含 AZEK。
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。
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。
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。