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: 0001737089
申報總市值
US$36.9億
US$36.9億
1375 檔
12.1%
在 Q3 2025 的 13F 官方備案中，CX Institutional 管理的美股投資組合規模來到 US$36.9億，整體持股檔數為 1375 檔。
Q3 2025 數據顯示 CX Institutional 積極進場，新開立 15 個部位並同步加碼 109 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 SGOV, IEFA, SPTI）累計市值佔比達 12.1%，是驅動 CX Institutional 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1375 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 4.36% | -0.10% | -7.68% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.86% | -0.02% | +495.71% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 2.36% | +0.19% | +13889.81% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.98% | -0.57% | +13.06% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.96% | +0.01% | -4.75% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.93% | -0.16% | +9.09% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.90% | +0.45% | +17.77% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.86% | -0.04% | +0.49% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.84% | +0.03% | -22.84% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.84% | -0.22% | +14.83% | |
| 11 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.81% | -0.73% | +19.13% | |
| 12 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資等級公司債 | 1.80% | -0.73% | +19.48% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.80% | -0.02% | -19.56% | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.79% | — | -22.35% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.76% | +0.40% | +21.18% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.68% | +1.25% | +8.30% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.67% | -0.02% | -10.30% | |
| 18 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-大型股與成長 | 1.61% | -0.26% | — | |
| 19 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.52% | -1.42% | -38.62% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.49% | — | -7.81% | |
| 21 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 1.30% | -0.04% | +27.28% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.03% | -0.15% | +13.79% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.03% | -0.25% | -9.33% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.01% | -2.10% | +13.32% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.99% | -0.17% | +6.13% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.86% | +0.01% | -21.63% | |
| 27 | TSLA | Tesla Inc | 股票-循環性消費 | 0.84% | -0.25% | -14.59% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.82% | — | +89.80% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.77% | +0.06% | -15.58% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.76% | -0.05% | +70.51% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.74% | -0.11% | -26.50% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | -0.33% | +7.63% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.61% | +5.70% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.63% | -0.04% | +6.03% | |
| 35 | TAXF | American Century Diver Muni | ETF-其他 | 0.60% | -0.17% | +34.82% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.60% | -0.27% | +30.77% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.54% | +0.27% | +5.26% | |
| 38 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.54% | +0.03% | +43.61% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.52% | -0.05% | -11.43% | |
| 40 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 0.51% | -0.05% | -8.65% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.50% | — | +0.58% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.49% | -0.03% | -0.14% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.48% | -0.10% | +205.41% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.47% | -0.03% | -22.39% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.47% | -0.01% | +39.81% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.46% | -0.22% | +56.22% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.43% | -0.29% | +98.10% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.43% | -0.18% | +13.74% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.26% | EXIT | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | +0.12% | +65.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +2.7% | -7.68% | 加碼 |
| 2 | SHM | Ss Spdr N Ice St Muni ETF | +1.1% | -38.62% | 加碼 |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +0.9% | +13.06% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.7% | +8.30% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.6% | +21.18% | 加碼 |
| 6 | SHOO | Steven Madden LTD | +0.3% | +912.74% | 加碼 |
| 7 | AAPL | Apple Inc | +0.3% | +17.77% | 加碼 |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.3% | +19.13% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | -9.33% | 加碼 |
| 10 | CRM | Salesforce Inc | +0.3% | +78.02% | 加碼 |
| 11 | AOA | Ishares Core 80/20 Aggressiv | +0.3% | -80.31% | 加碼 |
| 12 | CB | Chubb Limited | +0.2% | +53.50% | 加碼 |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.2% | +205.41% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.2% | +13.79% | 加碼 |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +13.32% | 加碼 |
| 16 | G | Genpact Limited | +0.2% | +108986.11% | 加碼 |
| 17 | CVS | Cvs Health CORP | +0.2% | +7.45% | 加碼 |
| 18 | AMAT | Applied Materials Inc | +0.2% | -9.08% | 加碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.2% | +65.79% | 加碼 |
| 20 | TRV | Travelers Cos Inc/the | +0.2% | +16.04% | 加碼 |
| 21 | SCHG | Schwab US Large-cap Growth | +0.2% | +3.62% | 加碼 |
| 22 | FBIN | Fortune Brands Innovations I | +0.2% | +22269.63% | 加碼 |
| 23 | MDT | Medtronic plc | +0.2% | +3.15% | 加碼 |
| 24 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.2% | +13889.81% | 加碼 |
| 25 | HD | Home Depot Inc | +0.2% | +56.22% | 加碼 |
| 26 | MCK | Mckesson CORP | +0.2% | +214.70% | 加碼 |
| 27 | TDW | Tidewater Inc | +0.2% | -8.10% | 加碼 |
| 28 | ELV | Elevance Health Inc | +0.2% | +1452.49% | 加碼 |
| 29 | ENVA | Enova International Inc | +0.2% | +4.17% | 加碼 |
| 30 | AVGO | Broadcom Inc | +0.1% | -26.50% | 減碼 |
| 31 | REYN | Reynolds Consumer Products I | +0.1% | +23.82% | 加碼 |
| 32 | TSLA | Tesla Inc | +0.1% | -14.59% | 減碼 |
| 33 | ADBE | Adobe Inc | +0.1% | +72.86% | 加碼 |
| 34 | ADP | Automatic Data Processing | +0.1% | +63.88% | 加碼 |
| 35 | HRMY | Harmony Biosciences Holdings | +0.1% | +10.90% | 加碼 |
| 36 | COST | Costco Wholesale CORP | +0.1% | +73.22% | 加碼 |
| 37 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | +42.65% | 加碼 |
| 38 | SYK | Stryker CORP | +0.1% | +195.10% | 加碼 |
| 39 | FHLC | Fidelity Msci Health Care | +0.1% | +31.09% | 加碼 |
| 40 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | -0.46% | 加碼 |
| 41 | GOOG | Alphabet Inc-cl C | +0.1% | +2.64% | 加碼 |
| 42 | EEFT | Euronet Worldwide Inc | +0.1% | +17.84% | 加碼 |
| 43 | XLY | Ss Consumer Disc Select Sect | +0.1% | +212.25% | 加碼 |
| 44 | VBR | Vanguard Small-cap Value ETF | +0.1% | +1.06% | 加碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | +0.1% | +4.30% | 加碼 |
| 46 | COR | Cencora Inc | +0.1% | +132.30% | 加碼 |
| 47 | ORCL | Oracle CORP | +0.1% | -4.73% | 減碼 |
| 48 | NUE | Nucor CORP | +0.1% | +9.99% | 加碼 |
| 49 | SCHM | Schwab US Mid Cap ETF | +0.1% | -40.98% | 加碼 |
| 50 | ABBV | Abbvie Inc | +0.1% | +30.77% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，CX Institutional 在 Q3 2025 季度的美股持倉總市值約為 US$36.9億，共申報了 1375 個公開持股部位。
在 Q3 2025 季度，CX Institutional 按市值排列的前三大核心持股分別為：SGOV (4.4%)、IEFA (2.9%)、SPTI (2.4%)。其中最大持股部位 SGOV 佔據整體投資組合約 4.4% 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
RSPA
市值: US$5301.0萬
本季最大獲利了結 / 清倉標的
IEFA
前期市值: US$1.1億
在 Q3 2025 季度中，CX Institutional 共進行了 200 項持倉異動，包含新建倉 15 個部位、加碼 109 個部位、減碼 76 個部位以及清倉 0 個部位。 其中最大新建倉標的為 RSPA。
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。