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。
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CIK: 0002014209
申報總市值
US$1.7億
US$1.7億
35 檔
32.2%
在 Q4 2025 申報期間，Processus Wealth & Capital Management, LLC（CIK: 0002014209）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$1.7億，共持有 35 個公開申報部位。
Processus Wealth & Capital Management, LLC 於 Q4 2025 展現出進攻型調倉步調，本季推動了 0 檔股票的新建倉與 29 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。
在資產配置集中度方面，Processus Wealth & Capital Management, LLC 的前 5 大核心持股（包含 NVDA, AAPL, IWY 等）合計佔整體申報市值的 32.2%，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 | NVDA | Nvidia CORP | 股票-科技 | 12.90% | +0.26% | +3.38% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.15% | -0.02% | +3.53% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 5.80% | -0.06% | +3.11% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.69% | +0.11% | +4.53% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.27% | -0.01% | +2.82% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.18% | +0.33% | +2.15% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.17% | +0.36% | +1.78% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.01% | -0.11% | +0.41% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 3.73% | -1.03% | +3.34% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 3.47% | +1.38% | +3.75% | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 3.09% | +3.06% | -0.44% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.04% | +0.09% | +7.08% | |
| 13 | FDX | Fedex CORP | 股票-工業 | 2.85% | -1.19% | +0.81% | |
| 14 | C | Citigroup Inc | 股票-金融 | 2.83% | +0.04% | +4.00% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 2.83% | +0.04% | +1.95% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.82% | -0.61% | +4.16% | |
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.77% | -0.72% | +4.11% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 2.59% | -0.57% | -0.33% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.50% | -0.44% | -0.24% | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 2.35% | — | +3.16% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 2.32% | -0.21% | +1.54% | |
| 22 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 1.81% | -0.08% | +2.60% | |
| 23 | EMR | Emerson Electric Co | 股票-工業 | 1.66% | -0.11% | +3.43% | |
| 24 | GD | General Dynamics CORP | 股票-工業 | 1.64% | -0.14% | +3.51% | |
| 25 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.56% | -0.28% | +4.47% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 1.39% | -0.76% | EXIT | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.28% | -0.17% | +5.06% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.16% | -0.57% | +4.17% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.10% | -0.05% | +14.39% | |
| 30 | EOG | Eog Resources Inc | 股票-能源 | 0.87% | -0.33% | +3.99% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.67% | +0.04% | -1.71% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.47% | -0.10% | +4.20% | |
| 33 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.41% | +0.02% | +17.87% | |
| 34 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.38% | +0.02% | +23.54% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.26% | -0.03% | -14.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | +2.15% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | +1.78% | 加碼 |
| 3 | AMAT | Applied Materials Inc | +0.4% | -0.44% | 減碼 |
| 4 | FDX | Fedex CORP | +0.3% | +0.81% | 加碼 |
| 5 | MRK | Merck & Co. Inc. | +0.3% | +14.39% | 加碼 |
| 6 | C | Citigroup Inc | +0.3% | +4.00% | 加碼 |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.2% | -0.24% | 減碼 |
| 8 | AMGN | Amgen Inc | +0.2% | +1.54% | 加碼 |
| 9 | AAPL | Apple Inc | +0.1% | +3.53% | 加碼 |
| 10 | ULTA | Ulta Beauty Inc | +0.1% | +4.47% | 加碼 |
| 11 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +23.54% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.1% | +4.53% | 加碼 |
| 13 | CGGR | Cap Group Growth Equity | 0% | +17.87% | 加碼 |
| 14 | RTX | Rtx CORP | 0% | -0.33% | 減碼 |
| 15 | BAC | Bank Of America CORP | — | +1.95% | 加碼 |
| 16 | PEP | Pepsico Inc | 0% | +4.20% | 加碼 |
| 17 | FELV | Fidelity Enh Lrg Cap Val ETF | -0.1% | +2.60% | 加碼 |
| 18 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -1.71% | 減碼 |
| 19 | QCOM | Qualcomm Inc | -0.1% | +3.16% | 加碼 |
| 20 | IVE | Ishares S&p 500 Value ETF | -0.1% | -14.51% | 減碼 |
| 21 | EMR | Emerson Electric Co | -0.1% | +3.43% | 加碼 |
| 22 | CVX | Chevron CORP | -0.1% | +4.17% | 加碼 |
| 23 | EOG | Eog Resources Inc | -0.1% | +3.99% | 加碼 |
| 24 | GD | General Dynamics CORP | -0.1% | +3.51% | 加碼 |
| 25 | CRM | Salesforce Inc | -0.1% | -10.25% | 減碼 |
| 26 | IWP | Ishares Russell Mid-cap Grow | -0.2% | +7.08% | 加碼 |
| 27 | MA | Mastercard Inc - A | -0.2% | +3.34% | 加碼 |
| 28 | META | Meta Platforms Inc-class A | -0.2% | +5.06% | 加碼 |
| 29 | PLTR | Palantir Technologies Inc-a | -0.2% | +4.11% | 加碼 |
| 30 | IWS | Ishares Russell Mid-cap Valu | -0.2% | +2.82% | 加碼 |
| 31 | IWY | Ishares Russell Top 200 Grow | -0.2% | +3.11% | 加碼 |
| 32 | JPM | Jpmorgan Chase & Co | -0.2% | +0.41% | 加碼 |
| 33 | COST | Costco Wholesale CORP | -0.3% | +4.16% | 加碼 |
| 34 | CRWD | Crowdstrike Holdings Inc - A | -0.3% | +3.75% | 加碼 |
| 35 | NVDA | Nvidia CORP | -0.7% | +3.38% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Processus Wealth & Capital Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 35 個公開持股部位。
在 Q4 2025 季度，Processus Wealth & Capital Management, LLC 按市值排列的前三大核心持股分別為：NVDA (12.9%)、AAPL (7.2%)、IWY (5.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 12.9% 的權重。
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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。
本季最大獲利了結 / 清倉標的
AMAT
前期市值: US$375.3萬
在 Q4 2025 季度中，Processus Wealth & Capital Management, LLC 共進行了 35 項持倉異動，包含新建倉 0 個部位、加碼 29 個部位、減碼 6 個部位以及清倉 0 個部位。
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。