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: 0001729939
申報總市值
US$3.7億
US$3.7億
89 檔
42.7%
在 Q2 2025 的 13F 官方備案中，Cypress Capital, LLC 管理的美股投資組合規模來到 US$3.7億，整體持股檔數為 89 檔。
在 Q2 2025，Cypress Capital, LLC 進行了溫和的常態性持倉調整（包含新建倉 9 檔、加碼 15 檔、減碼 25 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 VTI, BIL, USFR）累計市值佔比達 42.7%，是驅動 Cypress Capital, LLC 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 13.18% | +0.85% | -0.70% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 11.90% | -0.48% | -36.41% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 8.78% | -0.12% | +6.45% | |
| 4 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 6.60% | -0.69% | — | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-其他 | 5.45% | -0.34% | -1.26% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.70% | +0.21% | -8.81% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.94% | -0.24% | -3.20% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.25% | +0.05% | +42.79% | |
| 9 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 3.00% | -0.66% | -8.79% | |
| 10 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 2.63% | -0.04% | -51.52% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.04% | -0.71% | -9.86% | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.99% | +0.04% | +1.66% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.73% | +0.14% | -5.03% | |
| 14 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 1.25% | +0.11% | -20.54% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.08% | +0.06% | +2.70% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.08% | -0.07% | +0.96% | |
| 17 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.08% | +0.05% | -0.76% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | +0.04% | +2.45% | |
| 19 | KR | Kroger Co | 股票-非循環性消費 | 0.99% | -0.27% | +0.22% | |
| 20 | ETN | Eaton Corporation plc | 股票-工業 | 0.95% | +0.07% | +1.34% | |
| 21 | NTAP | Netapp Inc | 股票-科技 | 0.95% | — | +137.37% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 0.83% | — | +2.56% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.83% | +0.03% | -1.35% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 0.77% | -0.12% | +62.20% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.74% | -0.04% | +2.25% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.72% | -0.05% | -0.94% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.72% | +0.14% | -1.38% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.72% | -0.15% | -0.39% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 0.71% | -0.19% | -2.03% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 0.70% | -0.05% | -1.30% | |
| 31 | AMGN | Amgen Inc | 股票-醫療保健 | 0.70% | -0.05% | -0.05% | |
| 32 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.69% | +0.02% | -1.28% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | -0.05% | +2.70% | |
| 34 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.67% | -0.09% | -1.24% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.64% | -0.09% | -0.22% | |
| 36 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.63% | — | +43.08% | |
| 37 | LRCX | Lam Research CORP | 股票-科技 | 0.62% | +0.22% | +1.63% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.19% | +0.76% | |
| 39 | GIS | General Mills Inc | 股票-非循環性消費 | 0.62% | -0.05% | -0.72% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.61% | -0.09% | -3.11% | |
| 41 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | -0.02% | -0.13% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.53% | -0.04% | +1.58% | |
| 43 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.51% | — | +2.47% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | +0.07% | -10.79% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.42% | -0.02% | +6.47% | |
| 46 | NXT | Nextpower Inc-cl A | 股票-科技 | 0.39% | -0.27% | -1.78% | |
| 47 | TPR | Tapestry Inc | 股票-循環性消費 | 0.36% | -0.03% | -7.24% | |
| 48 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.35% | -0.06% | +0.73% | |
| 49 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.34% | — | -0.44% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.34% | +0.04% | +0.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | +6.6% | NEW | 新建倉 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | -0.70% | 減碼 |
| 3 | VXUS | Vanguard Total Intl Stock | +1.2% | +42.79% | 加碼 |
| 4 | NTAP | Netapp Inc | +0.6% | +137.37% | 加碼 |
| 5 | USFR | Wisdomtree Floating Rate Tre | +0.6% | +6.45% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.4% | +0.96% | 加碼 |
| 7 | MDT | Medtronic plc | +0.3% | +62.20% | 加碼 |
| 8 | ETN | Eaton Corporation plc | +0.2% | +1.34% | 加碼 |
| 9 | IBM | Intl Business Machines CORP | +0.2% | +2.70% | 加碼 |
| 10 | PULS | Pgim Ultra Short Bond ETF | +0.2% | +43.08% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.2% | +2.70% | 加碼 |
| 12 | LRCX | Lam Research CORP | +0.2% | +1.63% | 加碼 |
| 13 | VOO | Vanguard S&P 500 ETF | +0.1% | NEW | 新建倉 |
| 14 | NVDA | Nvidia CORP | +0.1% | +0.61% | 加碼 |
| 15 | NXT | Nextpower Inc-cl A | +0.1% | -1.78% | 減碼 |
| 16 | ORCL | Oracle CORP | +0.1% | NEW | 新建倉 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.38% | 減碼 |
| 18 | MA | Mastercard Inc - A | +0.1% | NEW | 新建倉 |
| 19 | GILD | Gilead Sciences Inc | +0.1% | NEW | 新建倉 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | NEW | 新建倉 |
| 21 | GWW | Ww Grainger Inc | +0.1% | NEW | 新建倉 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +14.81% | 加碼 |
| 23 | KR | Kroger Co | +0.1% | +0.22% | 加碼 |
| 24 | CTSH | Cognizant Tech Solutions-a | +0.1% | NEW | 新建倉 |
| 25 | ITW | Illinois Tool Works | +0.1% | NEW | 新建倉 |
| 26 | SHOP | Shopify Inc - Class A | +0.1% | — | 不變 |
| 27 | TPR | Tapestry Inc | +0.1% | -7.24% | 減碼 |
| 28 | HEFA | Isha Curr Hedged Msci Eafe | +0.1% | -0.76% | 減碼 |
| 29 | PTRB | Pgim Total Return Bond ETF | +0.1% | +16.11% | 加碼 |
| 30 | MCD | Mcdonald's CORP | 0% | -0.39% | 減碼 |
| 31 | HPQ | Hp Inc | 0% | -6.71% | 減碼 |
| 32 | LOW | Lowe's Cos Inc | 0% | -1.24% | 減碼 |
| 33 | CMCSA | Comcast Corp-class A | 0% | -3.11% | 減碼 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | +0.76% | 加碼 |
| 35 | SBUX | Starbucks CORP | -0.1% | -1.28% | 減碼 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -0.13% | 減碼 |
| 37 | AMGN | Amgen Inc | -0.1% | -0.05% | 減碼 |
| 38 | TIP | Ishares Tips Bond ETF | -0.1% | -1.26% | 減碼 |
| 39 | VGSH | Vanguard Short-term Treasury | -0.1% | -3.20% | 減碼 |
| 40 | SGOL | Abrdn Physical Gold Shares | -0.1% | -8.79% | 減碼 |
| 41 | GIS | General Mills Inc | -0.1% | -0.72% | 減碼 |
| 42 | ABBV | Abbvie Inc | -0.1% | -1.35% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.1% | -9.78% | 減碼 |
| 44 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -9.86% | 減碼 |
| 45 | BMY | Bristol-myers Squibb Co | -0.2% | -0.22% | 減碼 |
| 46 | AAPL | Apple Inc | -0.2% | -5.03% | 減碼 |
| 47 | TBIL | F/m US Treasury 3 Month Bill | -0.3% | -20.54% | 減碼 |
| 48 | IWF | Ishares Russell 1000 Growth | -2.2% | -97.32% | 減碼 |
| 49 | TFLO | Ishares Treasury Floating Ra | -2.8% | -51.52% | 減碼 |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -6.7% | -36.41% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cypress Capital, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$3.7億，共申報了 89 個公開持股部位。
在 Q2 2025 季度，Cypress Capital, LLC 按市值排列的前三大核心持股分別為：VTI (13.2%)、BIL (11.9%)、USFR (8.8%)。其中最大持股部位 VTI 佔據整體投資組合約 13.2% 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
VBIL
市值: US$2273.9萬
本季最大獲利了結 / 清倉標的
BIL
前期市值: US$6441.5萬
在 Q2 2025 季度中，Cypress Capital, LLC 共進行了 49 項持倉異動，包含新建倉 9 個部位、加碼 15 個部位、減碼 25 個部位以及清倉 0 個部位。 其中最大新建倉標的為 VBIL。
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。