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: 0001802655
申報總市值
US$18.7億
US$18.7億
338 檔
42.4%
截至 Q4 2025 季度末，Texas Capital Bank Wealth Management Services Inc 的美股持倉估值約為 US$18.7億，全數申報部位共有 338 檔。
在 Q4 2025，Texas Capital Bank Wealth Management Services Inc 操作展現出積極擴展與加碼意向。本季共新建倉 9 個新部位，並對 37 個既有持股進行加碼（合計增持 46 檔），相較減碼與清倉部位顯著佔優。
整體而言，Texas Capital Bank Wealth Management Services Inc 的前 5 大持股（包含 VOO, NVDA, IBIT）貢獻了組合市值的 42.4%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 338 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 24.65% | +0.04% | +15.03% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.76% | -0.33% | +41.57% | |
| 3 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 5.82% | -1.03% | +9320.00% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.73% | +0.84% | +15.64% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.69% | -0.18% | +278.95% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.65% | -0.02% | +60.58% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.21% | +0.60% | +134.87% | |
| 8 | TCBI | Texas Capital Bancshares Inc | 股票-金融 | 1.82% | -0.55% | +39.86% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.81% | -0.07% | +120.69% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.68% | -0.09% | +31.64% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.50% | -0.07% | +49.76% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.44% | -0.08% | +12.62% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.42% | +0.10% | +4.22% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.25% | +0.03% | +26.33% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.17% | +0.04% | -1.53% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | — | +35.90% | |
| 17 | LRCX | Lam Research CORP | 股票-科技 | 1.08% | +0.41% | +3.40% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.91% | — | +45.12% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | -0.18% | +35.30% | |
| 20 | DE | Deere & Co | 股票-工業 | 0.89% | +0.06% | +19.02% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.89% | -0.24% | +125.14% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.84% | +0.09% | +10.30% | |
| 23 | KLAC | Kla CORP | 股票-科技 | 0.82% | +0.16% | +3.75% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.79% | +0.03% | -0.08% | |
| 25 | CAT | Caterpillar Inc | 股票-工業 | 0.78% | +0.10% | +5.18% | |
| 26 | APH | Amphenol Corp-cl A | 股票-科技 | 0.77% | -0.05% | -3.92% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | -0.03% | — | |
| 28 | MS | Morgan Stanley | 股票-金融 | 0.76% | +0.01% | +7.36% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.70% | +0.03% | +7.80% | |
| 30 | ET | Energy Transfer LP | 股票-能源 | 0.70% | -0.10% | +3.89% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.66% | +0.02% | +45.90% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | +0.01% | +0.34% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.01% | +0.13% | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.59% | -0.05% | -0.91% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | — | +6.46% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.24% | +245.59% | |
| 37 | INTU | Intuit Inc | 股票-科技 | 0.53% | -0.03% | +3.09% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.50% | +0.14% | +45.30% | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.50% | +0.09% | +15.36% | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.48% | -0.03% | +3.99% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | +0.03% | +35.78% | |
| 42 | TT | Trane Technologies plc | 股票-工業 | 0.42% | +0.06% | -0.24% | |
| 43 | DHR | Danaher CORP | 股票-醫療保健 | 0.41% | +0.09% | -0.77% | |
| 44 | MSCI | Msci Inc | 股票-金融 | 0.39% | +0.06% | -3.77% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.34% | +0.01% | +8.37% | |
| 46 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.33% | -0.01% | -17.80% | |
| 47 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.32% | +0.01% | -7.07% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.31% | +0.02% | +15.98% | |
| 49 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.31% | +0.13% | -1.71% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.30% | -0.13% | +1052.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +5.7% | +9320.00% | 加碼 |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +1.7% | +278.95% | 加碼 |
| 3 | IEMG | Ishares Core Msci Emerging | +0.9% | +134.87% | 加碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +120.69% | 加碼 |
| 5 | AAPL | Apple Inc | +0.5% | +60.58% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.4% | +125.14% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +245.59% | 加碼 |
| 8 | AMD | Advanced Micro Devices | +0.3% | +1052.08% | 加碼 |
| 9 | ADBE | Adobe Inc | +0.2% | +1517.72% | 加碼 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | +636.69% | 加碼 |
| 11 | DGRO | Ishares Core Dividend Growth | +0.2% | +761.83% | 加碼 |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +876.41% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +45.30% | 加碼 |
| 14 | CVX | Chevron CORP | +0.1% | +174.32% | 加碼 |
| 15 | IWF | Ishares Russell 1000 Growth | +0.1% | +497.46% | 加碼 |
| 16 | JNJ | Johnson & Johnson | +0.1% | +134.68% | 加碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +35.78% | 加碼 |
| 18 | TCBI | Texas Capital Bancshares Inc | +0.1% | +39.86% | 加碼 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +133.06% | 加碼 |
| 20 | LLY | Eli Lilly & Co | +0.1% | +10.30% | 加碼 |
| 21 | AGG | Ishares Core U.s. Aggregate | +0.1% | +49.76% | 加碼 |
| 22 | IWB | Ishares Russell 1000 ETF | 0% | +45.12% | 加碼 |
| 23 | IVW | Ishares S&p 500 Growth ETF | 0% | +45.90% | 加碼 |
| 24 | JPM | Jpmorgan Chase & Co | 0% | +35.90% | 加碼 |
| 25 | NVDA | Nvidia CORP | -0.1% | +41.57% | 加碼 |
| 26 | LRCX | Lam Research CORP | -0.1% | +3.40% | 加碼 |
| 27 | VEA | Vanguard Ftse Developed ETF | -0.1% | +26.33% | 加碼 |
| 28 | CAT | Caterpillar Inc | -0.1% | +5.18% | 加碼 |
| 29 | MS | Morgan Stanley | -0.1% | +7.36% | 加碼 |
| 30 | META | Meta Platforms Inc-class A | -0.2% | +35.30% | 加碼 |
| 31 | DE | Deere & Co | -0.2% | +19.02% | 加碼 |
| 32 | KLAC | Kla CORP | -0.2% | +3.75% | 加碼 |
| 33 | MSFT | Microsoft CORP | -0.3% | +31.64% | 加碼 |
| 34 | COP | Conocophillips | -0.4% | -66.86% | 減碼 |
| 35 | IWR | Ishares Russell Mid-cap ETF | -0.4% | +12.62% | 加碼 |
| 36 | ZTS | Zoetis Inc | -0.4% | -75.66% | 減碼 |
| 37 | NKE | Nike Inc -cl B | -0.5% | -76.72% | 減碼 |
| 38 | ORCL | Oracle CORP | -0.6% | +0.13% | 加碼 |
| 39 | IEFA | Ishares Core Msci Eafe ETF | -0.8% | +15.64% | 加碼 |
| 40 | VOO | Vanguard S&p 500 ETF | -5.2% | +15.03% | 加碼 |
| 41 | IJR | Ishares Core S&p Small-cap E | — | NEW | 新建倉 |
| 42 | GEL | Genesis Energy L.p. | — | NEW | 新建倉 |
| 43 | ARM | Arm Holdings Plc-adr | — | NEW | 新建倉 |
| 44 | GRNY | Fundstr Gran Sh US Lrg Cap | — | EXIT | 清倉 |
| 45 | INTC | Intel CORP | — | NEW | 新建倉 |
| 46 | SCHD | Schwab US Dvd Equity ETF | — | NEW | 新建倉 |
| 47 | HDV | Ishares Core High Dividend E | — | NEW | 新建倉 |
| 48 | HPK | Highpeak Energy Inc | — | NEW | 新建倉 |
| 49 | GRNI | Fundstr Gran Sh US L/c & Inc | — | NEW | 新建倉 |
| 50 | CRK | Comstock Resources Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Texas Capital Bank Wealth Management Services Inc 在 Q4 2025 季度的美股持倉總市值約為 US$18.7億，共申報了 338 個公開持股部位。
在 Q4 2025 季度，Texas Capital Bank Wealth Management Services Inc 按市值排列的前三大核心持股分別為：VOO (24.6%)、NVDA (8.8%)、IBIT (5.8%)。其中最大持股部位 VOO 佔據整體投資組合約 24.6% 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
IJR
市值: US$1327.4萬
本季最大獲利了結 / 清倉標的
GRNY
前期市值: US$263.0萬
在 Q4 2025 季度中，Texas Capital Bank Wealth Management Services Inc 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 37 個部位、減碼 3 個部位以及清倉 1 個部位。 其中最大新建倉標的為 IJR。 本季清倉部位包含 GRNY。
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。