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: 0001950947
申報總市值
US$21.2億
US$21.2億
448 檔
9.6%
Cyndeo Wealth Partners, LLC 在 Q1 2025 季度的美股部位總計估值為 US$21.2億，分散於 448 個持倉標的之中，反映其市場參與廣度與投資規模。
Cyndeo Wealth Partners, LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 8 檔股票的新建倉與 21 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, AMZN）累計市值佔比達 9.6%，是驅動 Cyndeo Wealth Partners, LLC 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 448 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 | 4.04% | -0.37% | +11.14% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.92% | +0.16% | +9.93% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.51% | +0.10% | +2.35% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.10% | +0.27% | +39.65% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.83% | +0.10% | +25.36% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.78% | +0.06% | -5.27% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.54% | -0.13% | +10.97% | |
| 8 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.54% | -0.18% | -1.24% | |
| 9 | FTGC | First Trust Global Tactical | ETF-其他 | 1.48% | -0.23% | +3.95% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | -0.01% | +20.73% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.33% | -0.14% | +15.42% | |
| 12 | FTCB | Ft Core Investment Grade ETF | ETF-投資等級公司債 | 1.27% | -0.11% | +7.68% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.26% | +0.12% | +9.34% | |
| 14 | UCON | First Trust Smith Unconstrai | ETF-其他 | 1.20% | -0.07% | +7.44% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.19% | -0.08% | +8.92% | |
| 16 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.16% | -0.07% | +5.46% | |
| 17 | YLD | Principal Act Hi Yld ETF | ETF-其他 | 1.16% | -0.07% | +5.57% | |
| 18 | GSY | Invesco Ultra Short Duration | ETF-其他 | 1.15% | -0.07% | +7.86% | |
| 19 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.08% | -0.27% | -4.01% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.05% | -0.02% | +8.96% | |
| 21 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.05% | -0.22% | -0.23% | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.00% | -0.14% | +13.43% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.96% | -0.08% | +40.56% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.95% | +0.06% | +0.23% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.95% | +0.06% | -10.98% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.94% | +0.02% | -9.26% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.93% | +0.07% | +2.85% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.82% | — | -16.09% | |
| 29 | JFR | Nuveen Floating Rate Income | 股票-其他 | 0.80% | +0.01% | +241.41% | |
| 30 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.79% | — | +13.90% | |
| 31 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.79% | -0.19% | +1.84% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.75% | +0.33% | +27.37% | |
| 33 | MS | Morgan Stanley | 股票-金融 | 0.73% | +0.12% | +6.33% | |
| 34 | MO | Altria Group Inc | 股票-非循環性消費 | 0.73% | — | +4.61% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.70% | +0.14% | +8.79% | |
| 36 | BIT | Blackrock Multi-sector Inc | 股票-其他 | 0.70% | -0.04% | +30.15% | |
| 37 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.69% | -0.14% | +10.70% | |
| 38 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密貨幣 | 0.68% | -0.14% | -9.65% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | -0.11% | -0.55% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | +0.05% | -3.90% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.65% | +0.01% | -13.05% | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.62% | — | +11.50% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.61% | -0.01% | -1.43% | |
| 44 | URA | Global X Uranium ETF | ETF-其他 | 0.59% | -0.12% | +3.61% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.58% | — | +0.26% | |
| 46 | OKE | Oneok Inc | 股票-能源 | 0.56% | -0.05% | -1.05% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | +0.06% | +55.29% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -1.36% | EXIT | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.55% | +0.03% | -12.82% | |
| 50 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.55% | -0.19% | -41.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JFR | Nuveen Floating Rate Income | +0.5% | +241.41% | 加碼 |
| 2 | IPG | Interpublic Group Of Cos Inc | +0.5% | NEW | 新建倉 |
| 3 | CNH | CNH Industrial N.V. | +0.5% | NEW | 新建倉 |
| 4 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | +0.5% | NEW | 新建倉 |
| 5 | NTR | Nutrien LTD | +0.5% | NEW | 新建倉 |
| 6 | CMA | Comerica Inc | +0.4% | NEW | 新建倉 |
| 7 | AMGN | Amgen Inc | +0.4% | +955.60% | 加碼 |
| 8 | OMF | Onemain Holdings Inc | +0.4% | NEW | 新建倉 |
| 9 | AXP | American Express Co | +0.4% | +1017.04% | 加碼 |
| 10 | IWF | Ishares Russell 1000 Growth | +0.3% | +229.44% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +20.73% | 加碼 |
| 12 | IWY | Ishares Russell Top 200 Grow | +0.2% | +888.80% | 加碼 |
| 13 | MDY | State Street Spdr S&p Midcap | +0.2% | +142.43% | 加碼 |
| 14 | WMT | Walmart Inc | +0.2% | +139.81% | 加碼 |
| 15 | JBL | Jabil Inc | +0.2% | NEW | 新建倉 |
| 16 | JAVA | Jpmorgan Active Value ETF | +0.2% | NEW | 新建倉 |
| 17 | ABT | Abbott Laboratories | +0.2% | -1.24% | 減碼 |
| 18 | KO | The Coca-Cola Company | +0.2% | +13.90% | 加碼 |
| 19 | PDI | Pimco Dynamic Income Fund | +0.2% | +46.11% | 加碼 |
| 20 | CB | Chubb Limited | +0.2% | +37.65% | 加碼 |
| 21 | ABBV | Abbvie Inc | +0.1% | -5.27% | 減碼 |
| 22 | FBND | Fidelity Total Bond ETF | +0.1% | +10.97% | 加碼 |
| 23 | PHYS | Sprott Physical Gold Trust | +0.1% | -0.23% | 減碼 |
| 24 | BIT | Blackrock Multi-sector Inc | +0.1% | +30.15% | 加碼 |
| 25 | PSX | Phillips 66 | +0.1% | +63.96% | 加碼 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +15.42% | 加碼 |
| 27 | PSLV | Sprott Physical Silver Trust | +0.1% | +1.84% | 加碼 |
| 28 | VZ | Verizon Communications Inc | +0.1% | +10.70% | 加碼 |
| 29 | ORCL | Oracle CORP | +0.1% | +40.56% | 加碼 |
| 30 | FTGC | First Trust Global Tactical | +0.1% | +3.95% | 加碼 |
| 31 | AMAT | Applied Materials Inc | -0.1% | -87.82% | 減碼 |
| 32 | WCN | Waste Connections Inc | -0.2% | -91.98% | 減碼 |
| 33 | ADI | Analog Devices Inc | -0.2% | -19.20% | 減碼 |
| 34 | CRM | Salesforce Inc | -0.2% | -15.34% | 減碼 |
| 35 | ARKB | Ark 21shares Bitcoin ETF | -0.2% | -9.65% | 減碼 |
| 36 | TSLA | Tesla Inc | -0.2% | +5.48% | 加碼 |
| 37 | ACN | Accenture plc | -0.3% | -28.72% | 減碼 |
| 38 | TSN | Tyson Foods Inc-cl A | -0.3% | EXIT | 清倉 |
| 39 | PLTR | Palantir Technologies Inc-a | -0.3% | -41.57% | 減碼 |
| 40 | WU | Western Union Co | -0.4% | EXIT | 清倉 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.4% | -10.98% | 減碼 |
| 42 | AMZN | Amazon.com Inc | -0.4% | +2.35% | 加碼 |
| 43 | GIS | General Mills Inc | -0.4% | -94.75% | 減碼 |
| 44 | LGOV | First Tr Long Duration O-etf | -0.4% | EXIT | 清倉 |
| 45 | FNF | Fidelity National Financial | -0.4% | -96.95% | 減碼 |
| 46 | VTRS | Viatris Inc | -0.5% | EXIT | 清倉 |
| 47 | SLG | Sl Green Realty CORP | -0.5% | EXIT | 清倉 |
| 48 | HON | Honeywell International Inc | -0.5% | -83.96% | 減碼 |
| 49 | DLR | Digital Realty Trust Inc | -0.5% | -88.66% | 減碼 |
| 50 | BLK | Blackrock Inc | -0.5% | -87.27% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cyndeo Wealth Partners, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$21.2億，共申報了 448 個公開持股部位。
在 Q1 2025 季度，Cyndeo Wealth Partners, LLC 按市值排列的前三大核心持股分別為：MSFT (4.0%)、AAPL (2.9%)、AMZN (2.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.0% 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
IPG
市值: US$749.5萬
本季最大獲利了結 / 清倉標的
VTRS
前期市值: US$698.0萬
在 Q1 2025 季度中，Cyndeo Wealth Partners, LLC 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 21 個部位、減碼 16 個部位以及清倉 5 個部位。 其中最大新建倉標的為 IPG。 本季清倉部位包含 VTRS。
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。