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: 0001909846
申報總市值
US$1.7億
US$1.7億
2816 檔
7.3%
Q3 2025 季度申報顯示，Covestor Ltd 揭露的美股組合總市值為 US$1.7億，涵蓋 2816 個不同之權益投資部位。
觀察 Q3 2025 的申報異動，Covestor Ltd 採取了強勁的買進策略，建倉與加碼動作（合計 35 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 VTI, VEA, NVDA）占據了總市值的 7.3%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2816 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.67% | +0.02% | +4.26% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.60% | -0.20% | +7.66% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 1.56% | -0.40% | -1.28% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.16% | -0.09% | +5.66% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.11% | +3.51% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 0.84% | — | +2.12% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.82% | -0.12% | +8.45% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.70% | -0.09% | +7.29% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | -0.23% | — | |
| 10 | JOE | St Joe Co/the | 股票-其他 | 0.65% | -0.18% | -4.34% | |
| 11 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型股與成長 | 0.62% | +0.14% | -7.37% | |
| 12 | WULF | Terawulf Inc | 股票-金融 | 0.60% | +0.58% | -32.47% | |
| 13 | ECHO | Echostar Corp-a | 股票-通訊服務 | 0.59% | +0.54% | +103.34% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.58% | -0.06% | -7.81% | |
| 15 | OSK | Oshkosh CORP | 股票-工業 | 0.52% | -0.09% | -10.05% | |
| 16 | KD | Kyndryl Holdings Inc | 股票-科技 | 0.51% | -0.27% | +4.16% | |
| 17 | NBIS | Nebius Group N.V. | 股票-其他 | 0.51% | -0.41% | -23.30% | |
| 18 | FLEX | Flex Ltd. | 股票-科技 | 0.48% | — | +2233.54% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | -0.08% | +0.42% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.46% | +0.03% | -0.49% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.43% | -0.07% | +12.42% | |
| 22 | MU | Micron Technology Inc | 股票-科技 | 0.42% | +0.50% | -13.64% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.40% | -0.02% | +5.13% | |
| 24 | ABG | Asbury Automotive Group | 股票-循環性消費 | 0.38% | -0.05% | +11.29% | |
| 25 | ONDS | Ondas Inc | 股票-科技 | 0.38% | -0.86% | EXIT | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.35% | -0.06% | -2.28% | |
| 27 | J | Jacobs Solutions Inc | 股票-工業 | 0.33% | +0.01% | +107.61% | |
| 28 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.31% | +0.01% | +238.75% | |
| 29 | DE | Deere & Co | 股票-工業 | 0.31% | -0.04% | -5.20% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.30% | +0.04% | +124.24% | |
| 31 | VISN | Vistance Networks Inc | 股票-科技 | 0.28% | +0.07% | +102.55% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | -0.03% | +0.76% | |
| 33 | CNXC | Concentrix CORP | 股票-科技 | 0.27% | — | +0.01% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.26% | -0.03% | +15.64% | |
| 35 | DXC | Dxc Technology Co | 股票-科技 | 0.26% | -0.01% | +7.08% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.25% | -0.04% | +12.32% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.25% | -0.05% | +8.41% | |
| 38 | CF | Cf Industries Holdings Inc | 股票-原物料 | 0.25% | -0.18% | -2.93% | |
| 39 | FWRD | Forward Air CORP | 股票-其他 | 0.25% | -0.49% | +349020.00% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.24% | +0.01% | +5.46% | |
| 41 | NFLX | Netflix Inc | 股票-通訊服務 | 0.24% | -0.05% | -3.93% | |
| 42 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.24% | -0.03% | +8.25% | |
| 43 | YEXT | Yext Inc | 股票-其他 | 0.24% | -0.10% | +898.38% | |
| 44 | ✓ | National Energy Services Reu | 股票-其他 | 0.23% | +0.77% | — | |
| 45 | TSLA | Tesla Inc | 股票-循環性消費 | 0.23% | -0.06% | +0.43% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | -0.03% | -13.31% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.22% | — | +4.63% | |
| 48 | CNQ | Canadian Natural Resources | 股票-能源 | 0.22% | -0.14% | — | |
| 49 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.22% | +0.08% | -7.71% | |
| 50 | VST | Vistra CORP | 股票-公用事業 | 0.22% | -0.01% | -1.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ECHO | Echostar Corp-a | +0.6% | +103.34% | 加碼 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +4.26% | 加碼 |
| 3 | FLEX | Flex Ltd. | +0.5% | +2233.54% | 加碼 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.4% | +7.66% | 加碼 |
| 5 | WULF | Terawulf Inc | +0.4% | -32.47% | 減碼 |
| 6 | MU | Micron Technology Inc | +0.4% | -13.64% | 加碼 |
| 7 | NBIS | Nebius Group N.V. | +0.3% | -23.30% | 減碼 |
| 8 | J | Jacobs Solutions Inc | +0.3% | +107.61% | 加碼 |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +5.66% | 加碼 |
| 10 | VISN | Vistance Networks Inc | +0.3% | +102.55% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.3% | -1.28% | 減碼 |
| 12 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +8.45% | 加碼 |
| 13 | YEXT | Yext Inc | +0.2% | +898.38% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.29% | 加碼 |
| 15 | 6D8 | Dupont De Nemours Inc | +0.2% | +384.49% | 加碼 |
| 16 | BHF | Brighthouse Financial Inc | +0.2% | +437.52% | 加碼 |
| 17 | SPXL | Direxion Daily S&p 500 Bull | +0.2% | -7.37% | 加碼 |
| 18 | MYE | Myers Industries Inc | +0.2% | +310800.00% | 加碼 |
| 19 | ETNBGBP | 89bio Inc | +0.2% | +193963.64% | 加碼 |
| 20 | PRTA | Prothena Corporation plc | +0.2% | -25.68% | 加碼 |
| 21 | CPRX | Catalyst Pharmaceuticals Inc | +0.2% | +46.19% | 加碼 |
| 22 | COKE | Coca-cola Consolidated Inc | +0.2% | +186.28% | 加碼 |
| 23 | NE | Noble Corporation plc | +0.2% | -12.77% | 加碼 |
| 24 | PTCT | Ptc Therapeutics Inc | +0.2% | +1831.56% | 加碼 |
| 25 | NWE | Northwestern Energy Group In | +0.2% | +113450.00% | 加碼 |
| 26 | BTSG | Brightspring Health Services | +0.1% | +16.57% | 加碼 |
| 27 | SGHC | Super Group (SGHC) Limited | +0.1% | -8.55% | 加碼 |
| 28 | GMED | Globus Medical Inc - A | +0.1% | +557.82% | 加碼 |
| 29 | ANET | Arista Networks Inc | +0.1% | -14.23% | 加碼 |
| 30 | UNH | Unitedhealth Group Inc | +0.1% | +124.24% | 加碼 |
| 31 | AVGO | Broadcom Inc | +0.1% | +5.13% | 減碼 |
| 32 | BND | Vanguard Total Bond Market | +0.1% | +12.42% | 加碼 |
| 33 | OSK | Oshkosh CORP | +0.1% | -10.05% | 加碼 |
| 34 | GOOG | Alphabet Inc-cl C | +0.1% | -0.49% | 減碼 |
| 35 | ARVN | Arvinas Inc | -0.2% | -99.98% | 減碼 |
| 36 | CI | THE Cigna Group | -0.2% | -68.73% | 減碼 |
| 37 | ROIV | Roivant Sciences Ltd. | -0.2% | -0.54% | 減碼 |
| 38 | CORZ | Core Scientific Inc | -0.2% | -66.38% | 減碼 |
| 39 | BBIO | Bridgebio Pharma Inc | -0.2% | -66.31% | 減碼 |
| 40 | ZS | Zscaler Inc | -0.3% | -16.54% | 減碼 |
| 41 | OXY | Occidental Petroleum CORP | -0.3% | -5.51% | 減碼 |
| 42 | NFLX | Netflix Inc | -0.3% | -3.93% | 減碼 |
| 43 | CNXC | Concentrix CORP | -0.3% | +0.01% | 減碼 |
| 44 | ONDS | Ondas Inc | — | NEW | 新建倉 |
| 45 | SWTXUSD | Springworks Therapeutics Inc | — | EXIT | 清倉 |
| 46 | FWRD | Forward Air CORP | — | NEW | 新建倉 |
| 47 | ✓ | National Energy Services Reu | — | NEW | 新建倉 |
| 48 | BW | Babcock & Wilcox Enterpr | — | NEW | 新建倉 |
| 49 | PENG | Penguin Solutions Inc | — | NEW | 新建倉 |
| 50 | TLN | Talen Energy CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Covestor Ltd 在 Q3 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 2816 個公開持股部位。
在 Q3 2025 季度，Covestor Ltd 按市值排列的前三大核心持股分別為：VTI (1.7%)、VEA (1.6%)、NVDA (1.6%)。其中最大持股部位 VTI 佔據整體投資組合約 1.7% 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
ONDS
市值: US$68.4萬
本季最大獲利了結 / 清倉標的
SWTXUSD
前期市值: US$46.7萬
在 Q3 2025 季度中，Covestor Ltd 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 29 個部位、減碼 14 個部位以及清倉 1 個部位。 其中最大新建倉標的為 ONDS。 本季清倉部位包含 SWTXUSD。
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。