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: 0001705399
申報總市值
US$6.5億
US$6.5億
142 檔
23.5%
截至 Q3 2025 季度末，Stamos Capital Partners, L.P. 的美股持倉估值約為 US$6.5億，全數申報部位共有 142 檔。
Q3 2025 的申報記錄反映 Stamos Capital Partners, L.P. 的板塊替換策略：機構本季推動了 68 筆增持與 77 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 AGG, VTEB, MRK）占據了總市值的 23.5%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 16.87% | -11.09% | +84.11% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 3.70% | +2.23% | — | |
| 3 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 3.17% | +0.34% | -11.83% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.73% | +0.08% | -20.44% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.51% | +0.39% | -28.15% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.21% | +0.02% | -39.74% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 2.10% | +0.46% | -34.41% | |
| 8 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 1.99% | +0.73% | +30.84% | |
| 9 | BP | Bp Plc-spons Adr | 股票-能源 | 1.84% | +0.31% | -40.79% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | +0.15% | -4.75% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.67% | -0.12% | -26.26% | |
| 12 | SHEL | Shell Plc-adr | 股票-能源 | 1.66% | +0.39% | -35.86% | |
| 13 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.66% | — | — | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.61% | +0.09% | -29.48% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | +0.09% | -14.28% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.49% | +0.16% | -29.58% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.35% | +0.20% | -12.97% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.31% | -0.02% | -20.92% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.29% | +0.34% | +47.46% | |
| 20 | ASML | ASML Holding N.V. | 股票-科技 | 1.29% | +0.05% | -21.15% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.27% | +0.08% | -17.96% | |
| 22 | PFE | Pfizer Inc | 股票-醫療保健 | 1.26% | -0.10% | -25.43% | |
| 23 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 1.12% | +0.07% | -26.22% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 1.06% | +0.05% | -15.36% | |
| 25 | T | At&t Inc | 股票-通訊服務 | 0.90% | — | -20.77% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.89% | +0.12% | +15.19% | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.87% | +0.11% | +21.16% | |
| 28 | BLK | Blackrock Inc | 股票-金融 | 0.86% | +0.11% | -32.00% | |
| 29 | F | Ford Motor Co | 股票-循環性消費 | 0.86% | -0.10% | -35.99% | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 0.85% | -0.19% | +14.72% | |
| 31 | SLB | Slb LTD | 股票-能源 | 0.83% | +0.08% | -4.17% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.81% | +0.03% | +28.24% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 0.78% | +0.01% | +9.96% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | +0.29% | +0.17% | |
| 35 | MDT | Medtronic plc | 股票-醫療保健 | 0.77% | +0.18% | -29.79% | |
| 36 | BN | Brookfield CORP | 股票-金融 | 0.74% | +0.08% | -38.23% | |
| 37 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.72% | +0.12% | -27.86% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | -0.01% | -30.46% | |
| 39 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.64% | -0.04% | -21.41% | |
| 40 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | -0.13% | -42.17% | |
| 41 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.60% | -0.02% | -12.71% | |
| 42 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.60% | +0.04% | -25.82% | |
| 43 | BX | Blackstone Inc | 股票-金融 | 0.59% | +0.10% | -42.43% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.57% | +0.25% | -54.02% | |
| 45 | CCJ | Cameco CORP | 股票-能源 | 0.57% | -0.01% | -13.11% | |
| 46 | TOL | Toll Brothers Inc | 股票-循環性消費 | 0.56% | +0.10% | -48.77% | |
| 47 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.56% | +0.09% | -53.73% | |
| 48 | CEG | Constellation Energy | 股票-公用事業 | 0.56% | +0.16% | -27.85% | |
| 49 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.55% | -0.02% | -32.86% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.55% | +0.14% | -21.93% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.2% | -20.44% | 加碼 |
| 2 | TM | Toyota Motor CORP -spon Adr | +1% | +30.84% | 加碼 |
| 3 | NVO | Novo-nordisk A/s-spons Adr | +0.7% | +47.46% | 加碼 |
| 4 | UNH | Unitedhealth Group Inc | +0.6% | -39.74% | 加碼 |
| 5 | MRK | Merck & Co. Inc. | +0.5% | -11.83% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.5% | -4.75% | 加碼 |
| 7 | AAPL | Apple Inc | +0.5% | -20.92% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | -14.28% | 加碼 |
| 9 | XOM | Exxon Mobil CORP | +0.3% | -28.15% | 加碼 |
| 10 | LLY | Eli Lilly & Co | +0.3% | +15.19% | 加碼 |
| 11 | CRM | Salesforce Inc | +0.3% | +28.24% | 加碼 |
| 12 | ADBE | Adobe Inc | +0.3% | +14.72% | 加碼 |
| 13 | PANW | Palo Alto Networks Inc | +0.2% | +30.24% | 加碼 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -2.61% | 加碼 |
| 15 | HD | Home Depot Inc | +0.2% | -37.96% | 加碼 |
| 16 | AMZN | Amazon.com Inc | +0.2% | -12.97% | 加碼 |
| 17 | DIS | Walt Disney Co/the | +0.2% | +21.16% | 加碼 |
| 18 | SLB | Slb LTD | +0.2% | -4.17% | 加碼 |
| 19 | UNP | Union Pacific CORP | +0.2% | +9.96% | 加碼 |
| 20 | HDB | Hdfc Bank Ltd-adr | +0.1% | +153.89% | 加碼 |
| 21 | GM | General Motors Co | +0.1% | +14.24% | 加碼 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -29.58% | 減碼 |
| 23 | BA | Boeing Co/the | +0.1% | -15.36% | 加碼 |
| 24 | GE | General Electric | +0.1% | -19.77% | 加碼 |
| 25 | WMT | Walmart Inc | +0.1% | +69.77% | 加碼 |
| 26 | BAC | Bank Of America CORP | +0.1% | -17.96% | 加碼 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +0.17% | 加碼 |
| 28 | FSLR | First Solar Inc | +0.1% | -47.50% | 加碼 |
| 29 | ASML | ASML Holding N.V. | +0.1% | -21.15% | 加碼 |
| 30 | GEV | GE Vernova Inc | +0.1% | -23.04% | 減碼 |
| 31 | ETN | Eaton Corporation plc | +0.1% | -14.89% | 加碼 |
| 32 | NEE | Nextera Energy Inc | +0.1% | -26.26% | 加碼 |
| 33 | SONY | Sony Group CORP - Sp Adr | +0.1% | -15.20% | 加碼 |
| 34 | UBS | UBS Group AG | 0% | -25.47% | 加碼 |
| 35 | CRWD | Crowdstrike Holdings Inc - A | 0% | +24.12% | 加碼 |
| 36 | CCJ | Cameco CORP | 0% | -13.11% | 減碼 |
| 37 | ISRG | Intuitive Surgical Inc | 0% | -6.24% | 加碼 |
| 38 | CP | Canadian Pacific Kansas City | — | -12.71% | 加碼 |
| 39 | UBER | Uber Technologies Inc | — | +8.67% | 加碼 |
| 40 | BWXT | Bwx Technologies Inc | — | -31.94% | 減碼 |
| 41 | NVDA | Nvidia CORP | 0% | -30.46% | 減碼 |
| 42 | SNOW | Snowflake Inc | 0% | -8.35% | 減碼 |
| 43 | COST | Costco Wholesale CORP | 0% | — | 加碼 |
| 44 | CEG | Constellation Energy | 0% | -27.85% | 減碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | 0% | -20.55% | 加碼 |
| 46 | IQV | Iqvia Holdings Inc | 0% | -20.47% | 加碼 |
| 47 | PHO | Invesco Water Resources ETF | 0% | -40.55% | 減碼 |
| 48 | OXY | Occidental Petroleum CORP | 0% | -38.64% | 加碼 |
| 49 | BIPC | Brookfield Infrastructure-a | 0% | -58.93% | 減碼 |
| 50 | BEPC | Brookfield Renewable CORP | 0% | -61.96% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Stamos Capital Partners, L.P. 在 Q3 2025 季度的美股持倉總市值約為 US$6.5億，共申報了 142 個公開持股部位。
在 Q3 2025 季度，Stamos Capital Partners, L.P. 按市值排列的前三大核心持股分別為：AGG (16.9%)、VTEB (3.7%)、MRK (3.2%)。其中最大持股部位 AGG 佔據整體投資組合約 16.9% 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
VTEB
市值: US$1960.8萬
本季最大獲利了結 / 清倉標的
BABA
前期市值: US$279.1萬
在 Q3 2025 季度中，Stamos Capital Partners, L.P. 共進行了 145 項持倉異動，包含新建倉 5 個部位、加碼 63 個部位、減碼 74 個部位以及清倉 3 個部位。 其中最大新建倉標的為 VTEB。 本季清倉部位包含 BABA。
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。