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: 0002015131
申報總市值
US$5.2億
US$5.2億
159 檔
22.1%
根據最新整理的 13F 季度數據集，Cove Private Wealth, LLC 於 Q4 2025 結束時的管理資產規模為 US$5.2億。該機構在本季度申報了 159 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2025 的申報異動，Cove Private Wealth, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 70 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, NVDA, MSFT）占據了總市值的 22.1%，展現出該機構在 Q4 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 | AAPL | Apple Inc | 股票-科技 | 9.60% | +0.94% | +5.88% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.28% | +0.31% | -6.19% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.08% | -0.17% | +5.57% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.65% | +0.10% | +5.78% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.44% | +0.68% | +6.69% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.63% | +1.14% | +5.53% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.89% | -0.06% | +5.90% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.75% | +0.07% | -0.16% | |
| 9 | UPS | United Parcel Service-cl B | 股票-工業 | 2.01% | -8.62% | +18.63% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.46% | +0.28% | +2.90% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.37% | +0.32% | +10.85% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.35% | +0.68% | +0.69% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.33% | -0.14% | -15.37% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.29% | +0.04% | +23.10% | |
| 15 | MCK | Mckesson CORP | 股票-醫療保健 | 1.23% | -0.20% | — | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | — | +0.83% | |
| 17 | MRVL | Marvell Technology Inc | 股票-科技 | 1.06% | +1.32% | +11.67% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.05% | -0.05% | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.05% | +0.27% | +2.76% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.00% | +0.01% | +5.46% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.96% | +0.05% | +2.08% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.90% | -0.04% | -1.02% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.88% | +0.41% | +9.45% | |
| 24 | PH | Parker Hannifin CORP | 股票-工業 | 0.86% | -0.02% | — | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 0.84% | -0.04% | +13.56% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.81% | -0.18% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | +0.27% | +9.44% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.79% | +0.03% | +70.43% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | -0.93% | EXIT | |
| 30 | KKR | Kkr & Co Inc | 股票-金融 | 0.76% | -0.06% | -6.94% | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.76% | — | +12.31% | |
| 32 | AME | Ametek Inc | 股票-工業 | 0.75% | -0.03% | +11.36% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.73% | -0.01% | +10.50% | |
| 34 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.72% | -0.06% | — | |
| 35 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.67% | -0.04% | +4.75% | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.67% | -0.06% | — | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.18% | +5.94% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.63% | -0.02% | -18.11% | |
| 39 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.62% | -0.03% | — | |
| 40 | PFE | Pfizer Inc | 股票-醫療保健 | 0.61% | -0.15% | -9.21% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.61% | -0.06% | -0.29% | |
| 42 | AMAT | Applied Materials Inc | 股票-科技 | 0.57% | +0.46% | -1.28% | |
| 43 | APH | Amphenol Corp-cl A | 股票-科技 | 0.57% | +0.15% | +7.20% | |
| 44 | ALB | Albemarle CORP | 股票-原物料 | 0.56% | -0.21% | +0.37% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.56% | +0.07% | — | |
| 46 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.52% | -0.09% | — | |
| 47 | NSC | Norfolk Southern CORP | 股票-工業 | 0.47% | -0.03% | — | |
| 48 | DE | Deere & Co | 股票-工業 | 0.47% | +0.01% | +7.29% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.47% | -0.05% | +9.32% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.46% | -0.02% | +11.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | +6.69% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | +5.53% | 加碼 |
| 3 | AAPL | Apple Inc | +0.6% | +5.88% | 加碼 |
| 4 | UPS | United Parcel Service-cl B | +0.5% | +18.63% | 加碼 |
| 5 | ADBE | Adobe Inc | +0.3% | +70.43% | 加碼 |
| 6 | ALB | Albemarle CORP | +0.2% | +0.37% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.2% | +5.78% | 加碼 |
| 8 | HDV | Ishares Core High Dividend E | +0.1% | +102.55% | 加碼 |
| 9 | WMT | Walmart Inc | +0.1% | +13.56% | 加碼 |
| 10 | CRM | Salesforce Inc | +0.1% | +10.50% | 加碼 |
| 11 | DHR | Danaher CORP | +0.1% | +25.07% | 加碼 |
| 12 | SNOW | Snowflake Inc | +0.1% | +176.41% | 加碼 |
| 13 | ISRG | Intuitive Surgical Inc | +0.1% | +65.25% | 加碼 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +10.85% | 加碼 |
| 15 | AME | Ametek Inc | +0.1% | +11.36% | 加碼 |
| 16 | PH | Parker Hannifin CORP | +0.1% | — | 不變 |
| 17 | AMAT | Applied Materials Inc | +0.1% | -1.28% | 減碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | +8.22% | 加碼 |
| 19 | LLY | Eli Lilly & Co | +0.1% | +56.19% | 加碼 |
| 20 | MRVL | Marvell Technology Inc | +0.1% | +11.67% | 加碼 |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +9.65% | 加碼 |
| 22 | TMO | Thermo Fisher Scientific Inc | +0.1% | — | 不變 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +5.94% | 加碼 |
| 24 | APH | Amphenol Corp-cl A | +0.1% | +7.20% | 加碼 |
| 25 | GD | General Dynamics CORP | +0.1% | +85.05% | 加碼 |
| 26 | BNY | Bank Of New York Mellon CORP | +0.1% | +34.27% | 加碼 |
| 27 | CMI | Cummins Inc | +0.1% | +24.15% | 加碼 |
| 28 | GE | General Electric | +0.1% | +82.23% | 加碼 |
| 29 | MMM | 3m Co | +0.1% | +69.56% | 加碼 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +5.90% | 加碼 |
| 31 | LRCX | Lam Research CORP | +0.1% | — | 不變 |
| 32 | MRK | Merck & Co. Inc. | +0.1% | +14.81% | 加碼 |
| 33 | IBM | Intl Business Machines CORP | +0.1% | +46.15% | 加碼 |
| 34 | SLB | Slb LTD | +0.1% | +32.60% | 加碼 |
| 35 | JNJ | Johnson & Johnson | 0% | -1.02% | 減碼 |
| 36 | BLK | Blackrock Inc | 0% | +96.69% | 加碼 |
| 37 | ECL | Ecolab Inc | 0% | +31.06% | 加碼 |
| 38 | REGN | Regeneron Pharmaceuticals | 0% | +11.00% | 加碼 |
| 39 | GLD | Spdr Gold Shares | 0% | — | 不變 |
| 40 | ABBV | Abbvie Inc | 0% | +12.31% | 加碼 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +9.44% | 加碼 |
| 42 | GILD | Gilead Sciences Inc | 0% | — | 不變 |
| 43 | PEP | Pepsico Inc | 0% | +9.32% | 加碼 |
| 44 | MCD | Mcdonald's CORP | 0% | +10.21% | 加碼 |
| 45 | CSX | Csx CORP | 0% | +21.66% | 加碼 |
| 46 | DE | Deere & Co | 0% | +7.29% | 加碼 |
| 47 | EW | Edwards Lifesciences CORP | 0% | — | 不變 |
| 48 | BDX | Becton Dickinson And Co | 0% | +11.21% | 加碼 |
| 49 | PLD | Prologis Inc | 0% | — | 不變 |
| 50 | BMY | Bristol-myers Squibb Co | 0% | -5.66% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cove Private Wealth, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$5.2億，共申報了 159 個公開持股部位。
在 Q4 2025 季度，Cove Private Wealth, LLC 按市值排列的前三大核心持股分別為：AAPL (9.6%)、NVDA (8.3%)、MSFT (7.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.6% 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
GEV
市值: US$97.2萬
本季最大獲利了結 / 清倉標的
DLS
前期市值: US$145.7萬
在 Q4 2025 季度中，Cove Private Wealth, LLC 共進行了 102 項持倉異動，包含新建倉 9 個部位、加碼 61 個部位、減碼 25 個部位以及清倉 7 個部位。 其中最大新建倉標的為 GEV。 本季清倉部位包含 DLS。
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。