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: 0001169318
申報總市值
US$1.7億
US$1.7億
143 檔
9.4%
Q2 2025 季度申報顯示，Albert D Mason Inc 揭露的美股組合總市值為 US$1.7億，涵蓋 143 個不同之權益投資部位。
Albert D Mason Inc 在 Q2 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 109 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Albert D Mason Inc 的前 5 大持股（包含 GOOG, META, KLAC）貢獻了組合市值的 9.4%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.71% | +0.07% | -5.24% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.33% | +0.26% | -4.01% | |
| 3 | KLAC | Kla CORP | 股票-科技 | 2.15% | -2.00% | -11.23% | |
| 4 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 2.13% | -0.08% | -6.39% | |
| 5 | SNA | Snap-on Inc | 股票-工業 | 1.91% | -0.08% | -8.30% | |
| 6 | CMI | Cummins Inc | 股票-工業 | 1.82% | -0.26% | -5.41% | |
| 7 | FISV | Fiserv Inc | 股票-其他 | 1.81% | -0.88% | EXIT | |
| 8 | PAC | Grupo Aeroportuario Pac-adr | 股票-其他 | 1.80% | -0.18% | -19.25% | |
| 9 | ADP | Automatic Data Processing | 股票-科技 | 1.71% | +0.25% | -14.49% | |
| 10 | LIN | Linde plc | 股票-原物料 | 1.66% | -0.03% | -20.15% | |
| 11 | ITT | Itt Inc | 股票-工業 | 1.64% | +0.14% | -14.65% | |
| 12 | PH | Parker Hannifin CORP | 股票-工業 | 1.63% | +0.05% | -12.21% | |
| 13 | ✓ | Schneider Electric SA | 股票-其他 | 1.62% | +0.13% | -14.73% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.53% | -0.09% | -7.04% | |
| 15 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.51% | +0.01% | -6.37% | |
| 16 | GWW | Ww Grainger Inc | 股票-工業 | 1.50% | -0.06% | -12.82% | |
| 17 | ✓ | Dollarama Inc. | 股票-其他 | 1.49% | — | -22.19% | |
| 18 | HUBB | Hubbell Inc | 股票-工業 | 1.49% | -0.14% | -12.28% | |
| 19 | GGG | Graco Inc | 股票-工業 | 1.47% | +0.03% | -8.20% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 1.36% | -2.19% | -7.74% | |
| 21 | SKT | Tanger Inc | 股票-房地產 | 1.31% | -0.12% | -11.39% | |
| 22 | ETN | Eaton Corporation plc | 股票-工業 | 1.24% | -1.25% | EXIT | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.20% | -0.01% | -6.36% | |
| 24 | EMR | Emerson Electric Co | 股票-工業 | 1.19% | +0.11% | -8.89% | |
| 25 | LKQ | Lkq CORP | 股票-循環性消費 | 1.15% | +0.15% | NEW | |
| 26 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.14% | — | -27.00% | |
| 27 | ATR | Aptargroup Inc | 股票-醫療保健 | 1.12% | +0.03% | -5.53% | |
| 28 | CME | Cme Group Inc | 股票-金融 | 1.11% | +0.26% | -7.25% | |
| 29 | HON | Honeywell International Inc | 股票-工業 | 1.10% | — | -19.38% | |
| 30 | TMTNF | Toromont Industries LTD | 股票-其他 | 1.08% | +0.07% | -16.92% | |
| 31 | GVDNY | Givaudan-unspon Adr | 股票-其他 | 1.07% | +0.03% | -9.68% | |
| 32 | FAST | Fastenal Co | 股票-工業 | 1.07% | +0.09% | +87.87% | |
| 33 | ET | Energy Transfer LP | 股票-能源 | 1.04% | +0.14% | -0.47% | |
| 34 | NSC | Norfolk Southern CORP | 股票-工業 | 1.02% | +0.05% | -20.49% | |
| 35 | ✓ | Straumann Holdings AG | 股票-其他 | 1.02% | -0.11% | -15.19% | |
| 36 | PLBC | Plumas Bancorp | 股票-其他 | 1.02% | +0.18% | -7.02% | |
| 37 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.01% | +0.09% | -5.26% | |
| 38 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.00% | — | -14.38% | |
| 39 | CPK | Chesapeake Utilities CORP | 股票-其他 | 1.00% | +0.14% | -10.28% | |
| 40 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.97% | +0.07% | -4.76% | |
| 41 | PB | Prosperity Bancshares Inc | 股票-金融 | 0.96% | — | -4.96% | |
| 42 | ATO | Atmos Energy CORP | 股票-公用事業 | 0.95% | -0.05% | -15.60% | |
| 43 | WES | Western Midstream Partners L | 股票-能源 | 0.94% | +0.08% | -0.80% | |
| 44 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.94% | -0.01% | -7.69% | |
| 45 | CLMB | Climb Global Solutions Inc | 股票-其他 | 0.93% | +0.40% | -8.59% | |
| 46 | AGYS | Agilysys Inc | 股票-其他 | 0.93% | -0.01% | -5.24% | |
| 47 | AVY | Avery Dennison CORP | 股票-循環性消費 | 0.91% | — | -4.54% | |
| 48 | GRMN | Garmin Ltd. | 股票-科技 | 0.88% | +0.25% | -6.55% | |
| 49 | ✓ | Gaztransport et Technigaz SAS | 股票-其他 | 0.88% | +0.42% | -14.09% | |
| 50 | EPD | Enterprise Products Partners | 股票-能源 | 0.87% | +0.05% | -0.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.6% | -4.01% | 減碼 |
| 2 | KLAC | Kla CORP | +0.4% | -11.23% | 減碼 |
| 3 | WTFC | Wintrust Financial CORP | +0.4% | NEW | 新建倉 |
| 4 | NVDA | Nvidia CORP | +0.4% | NEW | 新建倉 |
| 5 | AGYS | Agilysys Inc | +0.4% | -5.24% | 減碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -5.24% | 減碼 |
| 7 | NBIS | Nebius Group N.V. | +0.3% | NEW | 新建倉 |
| 8 | LRCX | Lam Research CORP | +0.3% | -7.74% | 減碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -6.36% | 減碼 |
| 10 | ETN | Eaton Corporation plc | +0.3% | -8.29% | 減碼 |
| 11 | AVGO | Broadcom Inc | +0.2% | +3.82% | 加碼 |
| 12 | HUBB | Hubbell Inc | +0.2% | -12.28% | 減碼 |
| 13 | MSFT | Microsoft CORP | +0.2% | NEW | 新建倉 |
| 14 | EMR | Emerson Electric Co | +0.2% | -8.89% | 減碼 |
| 15 | ADBE | Adobe Inc | +0.2% | NEW | 新建倉 |
| 16 | APA | Apa CORP | +0.2% | +113.13% | 加碼 |
| 17 | NOW | Servicenow Inc | +0.2% | -6.68% | 減碼 |
| 18 | HII | Huntington Ingalls Industrie | +0.2% | NEW | 新建倉 |
| 19 | ITT | Itt Inc | +0.2% | -14.65% | 減碼 |
| 20 | NVS | Novartis Ag-sponsored Adr | +0.2% | -6.39% | 減碼 |
| 21 | ✓ | Gaztransport et Technigaz SAS | +0.2% | -14.09% | 減碼 |
| 22 | AME | Ametek Inc | +0.1% | NEW | 新建倉 |
| 23 | CMWAY | Commonwealth Bk Aus-sp Adr | +0.1% | -2.44% | 減碼 |
| 24 | ✓ | Banco del Bajio SA | +0.1% | -0.49% | 減碼 |
| 25 | ✓ | Dollarama Inc. | +0.1% | -22.19% | 減碼 |
| 26 | DDOG | Datadog Inc - Class A | +0.1% | +3.88% | 加碼 |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +3.16% | 加碼 |
| 28 | AMAT | Applied Materials Inc | +0.1% | +3.38% | 加碼 |
| 29 | PH | Parker Hannifin CORP | +0.1% | -12.21% | 減碼 |
| 30 | PAC | Grupo Aeroportuario Pac-adr | +0.1% | -19.25% | 減碼 |
| 31 | LECO | Lincoln Electric Holdings | +0.1% | -4.76% | 減碼 |
| 32 | BAC | Bank Of America CORP | +0.1% | -0.52% | 減碼 |
| 33 | CMI | Cummins Inc | +0.1% | -5.41% | 減碼 |
| 34 | FAST | Fastenal Co | +0.1% | +87.87% | 加碼 |
| 35 | ✓ | Schneider Electric SA | +0.1% | -14.73% | 減碼 |
| 36 | ABNB | Airbnb Inc-class A | +0.1% | +10.89% | 加碼 |
| 37 | IRMD | Iradimed CORP | +0.1% | -6.64% | 減碼 |
| 38 | GVDNY | Givaudan-unspon Adr | +0.1% | -9.68% | 減碼 |
| 39 | ATR | Aptargroup Inc | +0.1% | -5.53% | 減碼 |
| 40 | C | Citigroup Inc | +0.1% | +6.20% | 加碼 |
| 41 | TXRH | Texas Roadhouse Inc | +0.1% | -6.16% | 減碼 |
| 42 | LUNMF | Lundin Mining CORP | +0.1% | +11.52% | 加碼 |
| 43 | CRMT | America's Car-mart Inc | +0.1% | -8.65% | 減碼 |
| 44 | ✓ | Martinrea International Inc. | +0.1% | -15.08% | 減碼 |
| 45 | VZ | Verizon Communications Inc | +0.1% | +10.16% | 加碼 |
| 46 | SWKS | Skyworks Solutions Inc | +0.1% | -10.32% | 減碼 |
| 47 | T | At&t Inc | +0.1% | -0.99% | 減碼 |
| 48 | NGG | National Grid Plc-sp Adr | +0.1% | -11.12% | 減碼 |
| 49 | CF | Cf Industries Holdings Inc | 0% | +1.93% | 加碼 |
| 50 | VRSN | Verisign Inc | 0% | -2.61% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Albert D Mason Inc 在 Q2 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 143 個公開持股部位。
在 Q2 2025 季度，Albert D Mason Inc 按市值排列的前三大核心持股分別為：GOOG (2.7%)、META (2.3%)、KLAC (2.1%)。其中最大持股部位 GOOG 佔據整體投資組合約 2.7% 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
WTFC
市值: US$53.0萬
本季最大獲利了結 / 清倉標的
OGS
前期市值: US$171.9萬
在 Q2 2025 季度中，Albert D Mason Inc 共進行了 139 項持倉異動，包含新建倉 7 個部位、加碼 23 個部位、減碼 101 個部位以及清倉 8 個部位。 其中最大新建倉標的為 WTFC。 本季清倉部位包含 OGS。
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。