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: 0001808915
申報總市值
US$39.8億
US$39.8億
933 檔
11.9%
根據最新整理的 13F 季度數據集，U.S. Capital Wealth Advisors, LLC 於 Q3 2025 結束時的管理資產規模為 US$39.8億。該機構在本季度申報了 933 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2025 的申報異動，U.S. Capital Wealth Advisors, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 28 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, HPK）占據了總市值的 11.9%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 933 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 | NVDA | Nvidia CORP | 股票-科技 | 2.83% | -0.02% | +24.39% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.77% | -0.10% | +1.37% | |
| 3 | HPK | Highpeak Energy Inc | 股票-其他 | 2.64% | +0.69% | — | |
| 4 | PIFI | Clearshares Piton Int Fi ETF | ETF-其他 | 2.60% | -0.12% | +8.38% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.93% | +0.62% | +6.13% | |
| 6 | EPD | Enterprise Products Partners | 股票-能源 | 1.90% | +0.26% | +3.64% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.69% | -0.26% | -1.45% | |
| 8 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.61% | -0.22% | -3.72% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.19% | -0.09% | +1.74% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.06% | -0.05% | +12.51% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.03% | +0.21% | +1.76% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 0.93% | -0.15% | +5.85% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | +0.29% | +3.31% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 0.89% | +0.24% | +0.43% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.88% | +0.02% | -3.65% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 0.86% | +0.12% | -3.15% | |
| 17 | T | At&t Inc | 股票-通訊服務 | 0.82% | -0.08% | -3.54% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 0.82% | -0.04% | +0.91% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.80% | -0.64% | -31.17% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | -0.04% | +4.23% | |
| 21 | MPLX | Mplx LP | 股票-能源 | 0.78% | +0.02% | +17.04% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | -0.22% | +0.53% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.12% | -1.55% | |
| 24 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.70% | -0.11% | +0.12% | |
| 25 | OPER | Clearshares Ultra-short Matu | ETF-其他 | 0.68% | +0.04% | -30.56% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.68% | +0.07% | +51.76% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | -0.01% | +0.96% | |
| 28 | ET | Energy Transfer LP | 股票-能源 | 0.66% | +0.07% | +13.74% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.66% | -0.10% | +93.15% | |
| 30 | AFL | Aflac Inc | 股票-金融 | 0.64% | -0.47% | +0.60% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | +0.29% | -1.01% | |
| 32 | NEM | Newmont CORP | 股票-原物料 | 0.57% | -0.02% | +34.70% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.01% | -1.77% | |
| 34 | EMR | Emerson Electric Co | 股票-工業 | 0.56% | -0.03% | -4.30% | |
| 35 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.56% | -0.04% | +2.82% | |
| 36 | CNQ | Canadian Natural Resources | 股票-能源 | 0.55% | +0.05% | +0.18% | |
| 37 | MO | Altria Group Inc | 股票-非循環性消費 | 0.54% | -0.14% | +0.54% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.53% | -0.15% | -10.29% | |
| 39 | COP | Conocophillips | 股票-能源 | 0.52% | +0.01% | +1.00% | |
| 40 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.52% | -0.08% | +0.28% | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.49% | — | +2.75% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | +0.04% | -1.60% | |
| 43 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.47% | — | +1.58% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.47% | +0.05% | -0.23% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.46% | -0.05% | +20.84% | |
| 46 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.45% | -0.27% | +92.08% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.45% | +0.02% | +0.23% | |
| 48 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.44% | +0.01% | -2.27% | |
| 49 | MMM | 3m Co | 股票-工業 | 0.44% | -0.37% | -2.24% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | -0.30% | +22.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +24.39% | 加碼 |
| 2 | PLTR | Palantir Technologies Inc-a | +0.7% | -3.72% | 加碼 |
| 3 | UNH | Unitedhealth Group Inc | +0.4% | +93.15% | 加碼 |
| 4 | COF | Capital One Financial CORP | +0.4% | -34.43% | 加碼 |
| 5 | GS | Goldman Sachs Group Inc | +0.3% | +92.08% | 加碼 |
| 6 | GE | General Electric | +0.3% | +27.72% | 加碼 |
| 7 | LRCX | Lam Research CORP | +0.3% | +1178.86% | 加碼 |
| 8 | MO | Altria Group Inc | +0.3% | +0.54% | 加碼 |
| 9 | EBAY | Ebay Inc | +0.2% | -3.36% | 加碼 |
| 10 | IBM | Intl Business Machines CORP | +0.2% | +22.01% | 加碼 |
| 11 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +0.46% | 加碼 |
| 12 | NEM | Newmont CORP | +0.2% | +34.70% | 加碼 |
| 13 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +143.75% | 加碼 |
| 14 | T | At&t Inc | +0.2% | -3.54% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.96% | 減碼 |
| 16 | MSFT | Microsoft CORP | +0.2% | -1.45% | 減碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | -3.65% | 減碼 |
| 18 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +2.82% | 加碼 |
| 19 | PAAA | Pgim Aaa Clo ETF | +0.2% | +83.04% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.2% | +799.05% | 加碼 |
| 21 | BAC | Bank Of America CORP | +0.1% | +5.85% | 加碼 |
| 22 | WMT | Walmart Inc | +0.1% | +0.91% | 加碼 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +0.53% | 加碼 |
| 24 | IVV | Ishares Core S&p 500 ETF | +0.1% | +12.51% | 加碼 |
| 25 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +0.28% | 加碼 |
| 26 | RTX | Rtx CORP | +0.1% | -3.15% | 加碼 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +6.13% | 加碼 |
| 28 | AMZN | Amazon.com Inc | +0.1% | +1.74% | 加碼 |
| 29 | AAPL | Apple Inc | 0% | +1.37% | 減碼 |
| 30 | PIFI | Clearshares Piton Int Fi ETF | -0.1% | +8.38% | 加碼 |
| 31 | TT | Trane Technologies plc | -0.2% | -0.84% | 減碼 |
| 32 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -11.01% | 減碼 |
| 33 | CARR | Carrier Global CORP | -0.2% | +0.75% | 減碼 |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | -39.43% | 減碼 |
| 35 | COST | Costco Wholesale CORP | -0.2% | +1.49% | 減碼 |
| 36 | DOW | Dow Inc | -0.2% | -71.30% | 減碼 |
| 37 | ABBV | Abbvie Inc | -0.3% | -30.85% | 減碼 |
| 38 | CSCO | Cisco Systems Inc | -0.3% | -39.77% | 減碼 |
| 39 | IRM | Iron Mountain Inc | -0.3% | -2.62% | 減碼 |
| 40 | BX | Blackstone Inc | -0.3% | +0.11% | 減碼 |
| 41 | HPKEW | Highpeak Energy Inc | -0.3% | — | 不變 |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | -0.3% | -58.31% | 減碼 |
| 43 | OPER | Clearshares Ultra-short Matu | -0.4% | -30.56% | 減碼 |
| 44 | ETN | Eaton Corporation plc | -0.4% | -2.78% | 減碼 |
| 45 | TRGP | Targa Resources CORP | -0.5% | -72.44% | 減碼 |
| 46 | TLT | Ishares 20+ Year Treasury Bd | -0.7% | -31.17% | 減碼 |
| 47 | HPK | Highpeak Energy Inc | -2.7% | — | 不變 |
| 48 | DFSEUR | Discover Financial Services | — | EXIT | 清倉 |
| 49 | IAUM | Ishares Gold Trust Micro | — | NEW | 新建倉 |
| 50 | GRNY | Fundstr Gran Sh US Lrg Cap | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，U.S. Capital Wealth Advisors, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$39.8億，共申報了 933 個公開持股部位。
在 Q3 2025 季度，U.S. Capital Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：NVDA (2.8%)、AAPL (2.8%)、HPK (2.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 2.8% 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
IAUM
市值: US$707.1萬
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$1405.9萬
在 Q3 2025 季度中，U.S. Capital Wealth Advisors, LLC 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 26 個部位、減碼 19 個部位以及清倉 1 個部位。 其中最大新建倉標的為 IAUM。 本季清倉部位包含 DFSEUR。
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。