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
474 檔
13.9%
截至 Q3 2025 季度末，Cyndeo Wealth Partners, LLC 的美股持倉估值約為 US$21.2億，全數申報部位共有 474 檔。
觀察 Q3 2025 的申報異動，Cyndeo Wealth Partners, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 30 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。
整體而言，Cyndeo Wealth Partners, LLC 的前 5 大持股（包含 MSFT, AVGO, NVDA）貢獻了組合市值的 13.9%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 474 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 | 4.76% | -0.37% | -1.60% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 3.30% | +0.27% | -4.50% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.92% | +0.10% | +2.79% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.89% | +0.16% | -1.97% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.51% | +0.10% | -0.04% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.70% | +0.06% | +0.54% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.69% | -0.01% | -1.75% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 1.62% | -0.08% | -2.74% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.36% | -0.14% | +11.39% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.34% | -0.13% | +0.92% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.32% | +0.06% | +3.08% | |
| 12 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.31% | -0.18% | -2.22% | |
| 13 | FTGC | First Trust Global Tactical | ETF-其他 | 1.30% | -0.23% | -0.43% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.24% | +0.12% | -2.52% | |
| 15 | FTCB | Ft Core Investment Grade ETF | ETF-投資等級公司債 | 1.10% | -0.11% | +0.07% | |
| 16 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.10% | -0.22% | -0.69% | |
| 17 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.09% | -0.27% | -3.72% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.08% | +0.33% | +3.46% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | -0.11% | +63.27% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.06% | -0.02% | +7.65% | |
| 21 | URA | Global X Uranium ETF | ETF-其他 | 1.05% | -0.12% | -2.48% | |
| 22 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.04% | -0.08% | -0.32% | |
| 23 | UCON | First Trust Smith Unconstrai | ETF-其他 | 1.04% | -0.07% | -0.24% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 1.04% | +0.06% | -1.37% | |
| 25 | YLD | Principal Act Hi Yld ETF | ETF-其他 | 1.01% | -0.07% | -0.48% | |
| 26 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.00% | -0.07% | -0.16% | |
| 27 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.98% | -0.07% | -0.37% | |
| 28 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.97% | -0.19% | -3.77% | |
| 29 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.91% | -0.19% | -1.31% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.88% | +0.07% | +1.06% | |
| 31 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密貨幣 | 0.84% | -0.14% | +2.80% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.82% | +0.12% | -3.35% | |
| 33 | JFR | Nuveen Floating Rate Income | 股票-其他 | 0.79% | +0.01% | -3.72% | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.79% | -0.14% | -25.00% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.78% | — | +0.70% | |
| 36 | MO | Altria Group Inc | 股票-非循環性消費 | 0.69% | — | -1.16% | |
| 37 | AXP | American Express Co | 股票-金融 | 0.65% | +0.01% | +38.85% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.64% | — | -6.99% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | +0.03% | +0.05% | |
| 40 | BIT | Blackrock Multi-sector Inc | 股票-其他 | 0.61% | -0.04% | +22.97% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | +0.14% | -0.96% | |
| 42 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.59% | -0.14% | -0.09% | |
| 43 | TSLA | Tesla Inc | 股票-循環性消費 | 0.57% | +0.03% | +8.13% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | +0.05% | +0.52% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.56% | — | +397.23% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.56% | -0.06% | -0.01% | |
| 47 | UNP | Union Pacific CORP | 股票-工業 | 0.55% | +0.01% | -2.35% | |
| 48 | RTX | Rtx CORP | 股票-工業 | 0.54% | -0.25% | +108.38% | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.53% | — | +0.30% | |
| 50 | ORI | Old Republic Intl CORP | 股票-金融 | 0.51% | — | -0.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.2% | -4.50% | 減碼 |
| 2 | NVDA | Nvidia CORP | +1.1% | +2.79% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.7% | -1.60% | 加碼 |
| 4 | ORCL | Oracle CORP | +0.7% | -2.74% | 減碼 |
| 5 | OMC | Omnicom Group | +0.5% | +2407.24% | 加碼 |
| 6 | URA | Global X Uranium ETF | +0.5% | -2.48% | 加碼 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.4% | -3.77% | 減碼 |
| 8 | MRK | Merck & Co. Inc. | +0.4% | +397.23% | 加碼 |
| 9 | JNJ | Johnson & Johnson | +0.4% | +63.27% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | +3.08% | 加碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +3.46% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.3% | -1.75% | 加碼 |
| 13 | TGT | Target CORP | +0.3% | -0.88% | 加碼 |
| 14 | RTX | Rtx CORP | +0.3% | +108.38% | 加碼 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +0.70% | 加碼 |
| 16 | ANET | Arista Networks Inc | +0.3% | +20.13% | 加碼 |
| 17 | CAT | Caterpillar Inc | +0.3% | +206.69% | 加碼 |
| 18 | AXP | American Express Co | +0.2% | +38.85% | 加碼 |
| 19 | TSLA | Tesla Inc | +0.2% | +8.13% | 減碼 |
| 20 | ARKB | Ark 21shares Bitcoin ETF | +0.2% | +2.80% | 加碼 |
| 21 | MDY | State Street Spdr S&p Midcap | +0.2% | -0.01% | 加碼 |
| 22 | PSLV | Sprott Physical Silver Trust | +0.1% | -1.31% | 加碼 |
| 23 | VUG | Vanguard Growth ETF | +0.1% | -1.37% | 減碼 |
| 24 | MS | Morgan Stanley | +0.1% | -3.35% | 減碼 |
| 25 | PHYS | Sprott Physical Gold Trust | +0.1% | -0.69% | 加碼 |
| 26 | META | Meta Platforms Inc-class A | 0% | +11.39% | 減碼 |
| 27 | AMZN | Amazon.com Inc | — | -0.04% | 加碼 |
| 28 | AAPL | Apple Inc | 0% | -1.97% | 加碼 |
| 29 | PSX | Phillips 66 | -0.3% | -91.94% | 減碼 |
| 30 | UPS | United Parcel Service-cl B | -0.4% | -4.88% | 減碼 |
| 31 | TFC | Truist Financial CORP | -0.4% | +1.50% | 減碼 |
| 32 | IPG | Interpublic Group Of Cos Inc | -0.5% | +0.19% | 減碼 |
| 33 | OKE | Oneok Inc | -0.5% | -0.75% | 減碼 |
| 34 | UNH | Unitedhealth Group Inc | -0.8% | -3.07% | 減碼 |
| 35 | KO | The Coca-Cola Company | — | EXIT | 清倉 |
| 36 | LNC | Lincoln National CORP | — | NEW | 新建倉 |
| 37 | SJM | Jm Smucker Co/the | — | NEW | 新建倉 |
| 38 | EPR | Epr Properties | — | EXIT | 清倉 |
| 39 | JWNUSD | Nordstrom Inc | — | EXIT | 清倉 |
| 40 | DVN | Devon Energy CORP | — | NEW | 新建倉 |
| 41 | CNA | Cna Financial CORP | — | EXIT | 清倉 |
| 42 | BBY | Best Buy Co Inc | — | NEW | 新建倉 |
| 43 | HSY | Hershey Co/the | — | NEW | 新建倉 |
| 44 | NTR | Nutrien LTD | — | EXIT | 清倉 |
| 45 | RITM | Rithm Capital CORP | — | NEW | 新建倉 |
| 46 | CMA | Comerica Inc | — | EXIT | 清倉 |
| 47 | BG | Bunge Global SA | — | NEW | 新建倉 |
| 48 | OMF | Onemain Holdings Inc | — | EXIT | 清倉 |
| 49 | HCA | Hca Healthcare Inc | — | NEW | 新建倉 |
| 50 | HIG | Hartford Insurance Group Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Cyndeo Wealth Partners, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$21.2億，共申報了 474 個公開持股部位。
在 Q3 2025 季度，Cyndeo Wealth Partners, LLC 按市值排列的前三大核心持股分別為：MSFT (4.8%)、AVGO (3.3%)、NVDA (2.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.8% 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
LNC
市值: US$874.2萬
本季最大獲利了結 / 清倉標的
KO
前期市值: US$1206.5萬
在 Q3 2025 季度中，Cyndeo Wealth Partners, LLC 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 21 個部位、減碼 13 個部位以及清倉 7 個部位。 其中最大新建倉標的為 LNC。 本季清倉部位包含 KO。
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。