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: 0001907528
申報總市值
US$1.3億
US$1.3億
73 檔
19.8%
在 Q3 2025 申報期間，Graham Capital Wealth Management, LLC（CIK: 0001907528）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$1.3億，共持有 73 個公開申報部位。
觀察 Q3 2025 的資金脈絡，Graham Capital Wealth Management, LLC 在獲利結算 10 檔個股的同時，將資本重新部署至 12 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Graham Capital Wealth Management, LLC 的前 5 大核心持股（包含 RSPT, LNG, EFSI 等）合計佔整體申報市值的 19.8%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 7.07% | +0.01% | — | |
| 2 | LNG | Cheniere Energy Inc | 股票-能源 | 5.99% | -0.98% | -0.22% | |
| 3 | EFSI | Eagle Financial Services Inc | 股票-其他 | 5.01% | +0.09% | +5.33% | |
| 4 | BRBS | Blue Ridge Bankshares Inc | 股票-其他 | 4.36% | -0.99% | +21.05% | |
| 5 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 3.69% | -0.29% | -0.31% | |
| 6 | VTOL | Bristow Group Inc | 股票-其他 | 3.62% | -0.37% | -0.49% | |
| 7 | CFBK | Cf Bankshares Inc | 股票-其他 | 3.50% | -2.00% | EXIT | |
| 8 | ✓ | Cmb.Tech Nv Shs | 股票-其他 | 3.07% | -0.74% | — | |
| 9 | D | Dominion Energy Inc | 股票-公用事業 | 3.02% | -0.03% | +0.04% | |
| 10 | ENB | Enbridge Inc | 股票-能源 | 2.99% | -0.37% | -1.86% | |
| 11 | EOG | Eog Resources Inc | 股票-能源 | 2.94% | -0.62% | +1.18% | |
| 12 | HCC | Warrior Met Coal Inc | 股票-原物料 | 2.86% | — | -2.88% | |
| 13 | CLST | Catalyst Bancorp Inc | 股票-其他 | 2.63% | -0.40% | -1.35% | |
| 14 | FISV | Fiserv Inc | 股票-其他 | 2.55% | — | — | |
| 15 | UDR | Udr Inc | 股票-房地產 | 2.47% | -0.06% | -0.45% | |
| 16 | CPT | Camden Property Trust | 股票-房地產 | 2.40% | -0.06% | -1.63% | |
| 17 | WPC | Wp Carey Inc | 股票-房地產 | 2.31% | — | -7.79% | |
| 18 | CTRA | Coterra Energy Inc | 股票-能源 | 2.26% | -2.84% | EXIT | |
| 19 | NLOP | Net Lease Office Property | 股票-其他 | 1.81% | — | -1.47% | |
| 20 | CI | THE Cigna Group | 股票-醫療保健 | 1.81% | -0.02% | -0.37% | |
| 21 | SILA | Sila Realty Trust Inc | 股票-其他 | 1.77% | — | -2.33% | |
| 22 | CHCT | Community Healthcare Trust I | 股票-其他 | 1.72% | — | +1.56% | |
| 23 | AMT | American Tower CORP | 股票-房地產 | 1.58% | — | -3.52% | |
| 24 | MAA | Mid-america Apartment Comm | 股票-房地產 | 1.55% | -0.05% | -1.10% | |
| 25 | CPBI | Central Plains Bancshares In | 股票-其他 | 1.49% | -0.11% | +192.85% | |
| 26 | ✓ | Cantor Equity Partners I Inc | 股票-其他 | 1.41% | — | -1.44% | |
| 27 | SMC | Summit Midstream CORP | 股票-其他 | 1.23% | — | -0.33% | |
| 28 | ✓ | A Spac Iii Acquisition CORP | 股票-其他 | 1.22% | — | -48.79% | |
| 29 | SFBC | Sound Financial Bancorp Inc | 股票-其他 | 1.13% | -0.45% | +357.62% | |
| 30 | KOS | Kosmos Energy LTD | 股票-其他 | 1.11% | — | -8.98% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | +0.07% | -0.24% | |
| 32 | LSBK | Lake Shore Bancorp Inc/md | 股票-其他 | 1.01% | +0.02% | — | |
| 33 | KNTK | Kinetik Holdings Inc | 股票-其他 | 0.99% | — | -1.93% | |
| 34 | AAPL | Apple Inc | 股票-科技 | 0.96% | -0.05% | -0.38% | |
| 35 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.92% | -0.27% | -0.64% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.79% | -0.06% | — | |
| 37 | ✓ | 股票-其他 | 0.77% | -0.08% | — | ||
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.69% | — | +14.54% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.02% | — | |
| 40 | CEPO | Cantor Equity Partners I, Inc. | 股票-其他 | 0.63% | — | -4.17% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.60% | — | — | |
| 42 | SPE 2.75 01-27-27 C債券 | Special Opportunity Fund | 債券 | 0.59% | — | -5.22% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.57% | — | +10.44% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | -0.07% | — | |
| 45 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.55% | -0.11% | -1.43% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | — | +2.62% | |
| 47 | ✓ | 股票-其他 | 0.52% | — | -2.54% | ||
| 48 | ✓ | American Exceptionalism Acqu | 股票-其他 | 0.47% | +0.68% | — | |
| 49 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.47% | +0.25% | +3.82% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.45% | -0.01% | -1.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRBS | Blue Ridge Bankshares Inc | +1.7% | +21.05% | 加碼 |
| 2 | ✓ | Cantor Equity Partners I Inc | +1% | -1.44% | 加碼 |
| 3 | SFBC | Sound Financial Bancorp Inc | +0.8% | +357.62% | 加碼 |
| 4 | HCC | Warrior Met Coal Inc | +0.5% | -2.88% | 減碼 |
| 5 | CLST | Catalyst Bancorp Inc | +0.4% | -1.35% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.3% | — | 加碼 |
| 7 | VTOL | Bristow Group Inc | +0.3% | -0.49% | 減碼 |
| 8 | MSFT | Microsoft CORP | +0.3% | — | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | — | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.2% | +2.62% | 加碼 |
| 11 | D | Dominion Energy Inc | +0.2% | +0.04% | 加碼 |
| 12 | ENB | Enbridge Inc | +0.1% | -1.86% | 減碼 |
| 13 | CFBK | Cf Bankshares Inc | +0.1% | -1.46% | 減碼 |
| 14 | MAA | Mid-america Apartment Comm | -0.4% | -1.10% | 減碼 |
| 15 | EOG | Eog Resources Inc | -0.5% | +1.18% | 加碼 |
| 16 | CPT | Camden Property Trust | -0.6% | -1.63% | 減碼 |
| 17 | CTRA | Coterra Energy Inc | -0.6% | +1.11% | 加碼 |
| 18 | UDR | Udr Inc | -0.6% | -0.45% | 加碼 |
| 19 | KOS | Kosmos Energy LTD | -0.7% | -8.98% | 減碼 |
| 20 | GOOGL | Alphabet Inc-cl A | -0.7% | -0.24% | 減碼 |
| 21 | SMC | Summit Midstream CORP | -0.8% | -0.33% | 加碼 |
| 22 | SILA | Sila Realty Trust Inc | -0.9% | -2.33% | 減碼 |
| 23 | AMT | American Tower CORP | -1.1% | -3.52% | 減碼 |
| 24 | ✓ | Fact Ii Acquisition CORP | -1.1% | -74.36% | 減碼 |
| 25 | ✓ | A Spac Iii Acquisition CORP | -1.2% | -48.79% | 減碼 |
| 26 | CHCT | Community Healthcare Trust I | -1.3% | +1.56% | 減碼 |
| 27 | CI | THE Cigna Group | -1.7% | -0.37% | 減碼 |
| 28 | IAU | Ishares Gold Trust | -2.1% | -0.64% | 減碼 |
| 29 | RSPT | Invesco S&p 500 Equal Weight | — | NEW | 新建倉 |
| 30 | EFSI | Eagle Financial Services Inc | — | NEW | 新建倉 |
| 31 | ✓ | Aldel Finl Ii Inc | — | EXIT | 清倉 |
| 32 | PEG | Public Service Enterprise Gp | — | NEW | 新建倉 |
| 33 | ✓ | Cmb.Tech Nv Shs | — | NEW | 新建倉 |
| 34 | ✓ | — | EXIT | 清倉 | |
| 35 | NVGS | Navigator Holdings Ltd. | — | EXIT | 清倉 |
| 36 | FISV | Fiserv Inc | — | NEW | 新建倉 |
| 37 | INSW | International Seaways, Inc. | — | EXIT | 清倉 |
| 38 | DVN | Devon Energy CORP | — | EXIT | 清倉 |
| 39 | NLOP | Net Lease Office Property | — | NEW | 新建倉 |
| 40 | XIFR | Xplr Infrastructure LP | — | EXIT | 清倉 |
| 41 | CPBI | Central Plains Bancshares In | — | NEW | 新建倉 |
| 42 | LSBK | Lake Shore Bancorp Inc/md | — | NEW | 新建倉 |
| 43 | ✓ | — | NEW | 新建倉 | |
| 44 | ✓ | — | EXIT | 清倉 | |
| 45 | ✓ | — | EXIT | 清倉 | |
| 46 | CEPO | Cantor Equity Partners I, Inc. | — | NEW | 新建倉 |
| 47 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新建倉 |
| 48 | ✓ | Dynamix CORP | — | EXIT | 清倉 |
| 49 | ✓ | American Exceptionalism Acqu | — | NEW | 新建倉 |
| 50 | TIP | Ishares Tips Bond ETF | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Graham Capital Wealth Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$1.3億，共申報了 73 個公開持股部位。
在 Q3 2025 季度，Graham Capital Wealth Management, LLC 按市值排列的前三大核心持股分別為：RSPT (7.1%)、LNG (6.0%)、EFSI (5.0%)。其中最大持股部位 RSPT 佔據整體投資組合約 7.1% 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
RSPT
市值: US$694.2萬
本季最大獲利了結 / 清倉標的
ALDEL FINL II INC
前期市值: US$457.6萬
在 Q3 2025 季度中，Graham Capital Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 13 個部位、減碼 15 個部位以及清倉 10 個部位。 其中最大新建倉標的為 RSPT。 本季清倉部位包含 ALDEL FINL II INC。
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。