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: 0001962005
申報總市值
US$1.1億
US$1.1億
74 檔
23.2%
在 Q3 2025 申報期間，Crescent Sterling, Ltd.（CIK: 0001962005）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1.1億，共持有 74 個公開申報部位。
數據顯示 Crescent Sterling, Ltd. 於 Q3 2025 季度持續回收資金，對 27 個既有部位進行裁減並清倉 6 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 SCHD, MSFT, JPM）累計市值佔比達 23.2%，是驅動 Crescent Sterling, Ltd. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.20% | -0.13% | +3.88% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.94% | -0.22% | -0.78% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.05% | +0.09% | -3.01% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.85% | +0.20% | -6.23% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.29% | -0.17% | -1.04% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.78% | +0.25% | -0.80% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 3.38% | -0.02% | -0.73% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 3.26% | +1.25% | +4.21% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 3.19% | -1.18% | -10.15% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.97% | +0.20% | +5.84% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.96% | -0.05% | -0.70% | |
| 12 | AMGN | Amgen Inc | 股票-醫療保健 | 2.64% | -0.04% | -0.47% | |
| 13 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.28% | -0.46% | -1.49% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.25% | +0.13% | +0.68% | |
| 15 | APD | Air Products & Chemicals Inc | 股票-原物料 | 2.11% | -0.18% | -1.47% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.96% | -0.72% | -5.47% | |
| 17 | PSX | Phillips 66 | 股票-能源 | 1.76% | -0.35% | -4.90% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.71% | -0.28% | -1.69% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.68% | -0.21% | +88.65% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.52% | +0.17% | -0.18% | |
| 21 | HON | Honeywell International Inc | 股票-工業 | 1.52% | -0.90% | +3.77% | |
| 22 | SWK | Stanley Black & Decker Inc | 股票-工業 | 1.47% | +0.17% | -4.91% | |
| 23 | QCOM | Qualcomm Inc | 股票-科技 | 1.46% | +0.27% | -4.56% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.46% | -0.31% | +2.60% | |
| 25 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.42% | -0.33% | +0.49% | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.30% | +0.13% | +15.73% | |
| 27 | CMI | Cummins Inc | 股票-工業 | 1.17% | +0.25% | -9.00% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.12% | +0.10% | -1.14% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 1.11% | -1.00% | EXIT | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.98% | +0.07% | -3.56% | |
| 31 | SHEL | Shell Plc-adr | 股票-能源 | 0.97% | -0.35% | -8.78% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.91% | -0.25% | +8.89% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.90% | -0.05% | +3.52% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.81% | +0.04% | +3.46% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事業 | 0.79% | -0.01% | -4.09% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.78% | -0.25% | -20.00% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.78% | -0.20% | +16.09% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.73% | +0.20% | -2.44% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | -0.01% | -5.87% | |
| 40 | PCAR | Paccar Inc | 股票-工業 | 0.72% | — | -5.41% | |
| 41 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-其他 | 0.72% | +0.20% | +28.68% | |
| 42 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.72% | +0.05% | -5.06% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.71% | +0.03% | +15.65% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.71% | +0.07% | -1.38% | |
| 45 | VLO | Valero Energy CORP | 股票-能源 | 0.59% | -0.02% | -3.18% | |
| 46 | CSX | Csx CORP | 股票-工業 | 0.55% | +0.03% | -1.35% | |
| 47 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.53% | -0.03% | — | |
| 48 | IQLT | Ishares Msci International Q | ETF-其他 | 0.51% | +0.01% | +13.50% | |
| 49 | GIS | General Mills Inc | 股票-非循環性消費 | 0.51% | -0.10% | +5.55% | |
| 50 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.51% | +0.25% | +24.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.4% | -0.78% | 減碼 |
| 2 | COST | Costco Wholesale CORP | +0.8% | +88.65% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.7% | -3.01% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.6% | -0.18% | 減碼 |
| 5 | ORCL | Oracle CORP | +0.6% | +3.52% | 加碼 |
| 6 | MDY | State Street Spdr S&p Midcap | +0.6% | +5.84% | 加碼 |
| 7 | SCHG | Schwab US Large-cap Growth | +0.6% | +0.68% | 加碼 |
| 8 | INTU | Intuit Inc | +0.4% | +8.85% | 加碼 |
| 9 | VIOG | Vanguard S&p Sm Cap 600 Grw | +0.3% | +28.68% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.3% | +15.73% | 加碼 |
| 11 | CB | Chubb Limited | +0.3% | +15.65% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.3% | -1.04% | 減碼 |
| 13 | HD | Home Depot Inc | +0.3% | -0.73% | 減碼 |
| 14 | XLK | Ss Technology Select Sector | +0.2% | +24.60% | 加碼 |
| 15 | CSCO | Cisco Systems Inc | +0.2% | +4.21% | 減碼 |
| 16 | WMT | Walmart Inc | +0.2% | -1.69% | 減碼 |
| 17 | LMT | Lockheed Martin CORP | +0.2% | +16.09% | 加碼 |
| 18 | CMI | Cummins Inc | +0.2% | -9.00% | 減碼 |
| 19 | SCHF | Schwab Intl Equity ETF | +0.2% | +3.46% | 加碼 |
| 20 | PSX | Phillips 66 | -0.1% | -4.90% | 減碼 |
| 21 | SHEL | Shell Plc-adr | -0.1% | -8.78% | 減碼 |
| 22 | MRK | Merck & Co. Inc. | -0.1% | -9.71% | 減碼 |
| 23 | BMY | Bristol-myers Squibb Co | -0.1% | -0.79% | 減碼 |
| 24 | LLY | Eli Lilly & Co | -0.2% | -26.76% | 減碼 |
| 25 | KMB | Kimberly-clark CORP | -0.2% | -5.06% | 減碼 |
| 26 | TXN | Texas Instruments Inc | -0.2% | -2.44% | 減碼 |
| 27 | MA | Mastercard Inc - A | -0.2% | -5.87% | 減碼 |
| 28 | KO | Coca-cola Co/the | -0.2% | -1.15% | 減碼 |
| 29 | GIS | General Mills Inc | -0.2% | +5.55% | 減碼 |
| 30 | SWK | Stanley Black & Decker Inc | -0.3% | -4.91% | 減碼 |
| 31 | AAPL | Apple Inc | -0.3% | -6.23% | 減碼 |
| 32 | APD | Air Products & Chemicals Inc | -0.3% | -1.47% | 減碼 |
| 33 | AMGN | Amgen Inc | -0.4% | -0.47% | 減碼 |
| 34 | VLO | Valero Energy CORP | -0.5% | -3.18% | 減碼 |
| 35 | PEP | Pepsico Inc | -0.7% | -1.49% | 減碼 |
| 36 | PG | Procter & Gamble Co/the | -0.8% | -0.70% | 減碼 |
| 37 | XOM | Exxon Mobil CORP | -0.8% | -5.47% | 減碼 |
| 38 | CVX | Chevron CORP | -0.9% | -10.15% | 減碼 |
| 39 | DOW | Dow Inc | — | EXIT | 清倉 |
| 40 | BDX | Becton Dickinson And Co | — | EXIT | 清倉 |
| 41 | MCD | Mcdonald's CORP | — | EXIT | 清倉 |
| 42 | XAR | Ss Spdr S&p Aerospace Def | — | NEW | 新建倉 |
| 43 | SCHX | Schwab US Large-cap ETF | — | NEW | 新建倉 |
| 44 | REGN | Regeneron Pharmaceuticals | — | EXIT | 清倉 |
| 45 | UNP | Union Pacific CORP | — | NEW | 新建倉 |
| 46 | MPC | Marathon Petroleum CORP | — | NEW | 新建倉 |
| 47 | ARM | Arm Holdings Plc-adr | — | NEW | 新建倉 |
| 48 | RSPH | Invesco S&p 500 Equal Weight | — | EXIT | 清倉 |
| 49 | MMM | 3m Co | — | EXIT | 清倉 |
| 50 | DIS | Walt Disney Co/the | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Crescent Sterling, Ltd. 在 Q3 2025 季度的美股持倉總市值約為 US$1.1億，共申報了 74 個公開持股部位。
在 Q3 2025 季度，Crescent Sterling, Ltd. 按市值排列的前三大核心持股分別為：SCHD (7.2%)、MSFT (5.9%)、JPM (5.0%)。其中最大持股部位 SCHD 佔據整體投資組合約 7.2% 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
XAR
市值: US$29.2萬
本季最大獲利了結 / 清倉標的
DOW
前期市值: US$180.4萬
在 Q3 2025 季度中，Crescent Sterling, Ltd. 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 11 個部位、減碼 27 個部位以及清倉 6 個部位。 其中最大新建倉標的為 XAR。 本季清倉部位包含 DOW。
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。