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$1.8億
US$1.8億
143 檔
10.7%
在 Q3 2025 申報期間，Albert D Mason Inc（CIK: 0001169318）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$1.8億，共持有 143 個公開申報部位。
數據顯示 Albert D Mason Inc 於 Q3 2025 季度持續回收資金，對 27 個既有部位進行裁減並清倉 9 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Albert D Mason Inc 的前 5 大核心持股（包含 GOOG, KLAC, META 等）合計佔整體申報市值的 10.7%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
WTFC
市值: US$193.5萬
本季最大獲利了結 / 清倉標的
OGS
前期市值: US$171.9萬
| # | 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 | 3.48% | +0.32% | +4.09% | |
| 2 | KLAC | Kla CORP | 股票-科技 | 2.46% | +1.39% | +5.59% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.15% | -0.07% | +3.28% | |
| 4 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 2.13% | -0.25% | +4.66% | |
| 5 | CMI | Cummins Inc | 股票-工業 | 2.00% | +0.17% | -5.27% | |
| 6 | SNA | Snap-on Inc | 股票-工業 | 1.99% | -0.05% | +3.86% | |
| 7 | PAC | Grupo Aeroportuario Pac-adr | 股票-其他 | 1.80% | -0.18% | +7.60% | |
| 8 | LRCX | Lam Research CORP | 股票-科技 | 1.79% | +2.13% | +6.44% | |
| 9 | ITT | Itt Inc | 股票-工業 | 1.77% | -0.16% | +5.30% | |
| 10 | ✓ | Schneider Electric SA | 股票-其他 | 1.73% | +0.14% | +13.00% | |
| 11 | PH | Parker Hannifin CORP | 股票-工業 | 1.72% | -0.88% | +7.87% | |
| 12 | LIN | Linde plc | 股票-原物料 | 1.64% | -0.11% | +8.85% | |
| 13 | ADP | Automatic Data Processing | 股票-科技 | 1.54% | -0.03% | +4.85% | |
| 14 | HUBB | Hubbell Inc | 股票-工業 | 1.51% | +0.10% | +6.68% | |
| 15 | ✓ | Dollarama Inc. | 股票-其他 | 1.50% | — | +19.24% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.50% | -0.36% | +4.23% | |
| 17 | FISV | Fiserv Inc | 股票-其他 | 1.47% | -0.25% | +20.63% | |
| 18 | TMTNF | Toromont Industries LTD | 股票-其他 | 1.42% | +0.04% | +18.37% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.41% | +0.40% | +5.53% | |
| 20 | SKT | Tanger Inc | 股票-房地產 | 1.41% | +0.04% | +7.64% | |
| 21 | GGG | Graco Inc | 股票-工業 | 1.40% | -0.08% | +7.19% | |
| 22 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.39% | -0.07% | +1.36% | |
| 23 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.37% | +0.11% | +45.16% | |
| 24 | GWW | Ww Grainger Inc | 股票-工業 | 1.33% | +0.22% | +7.83% | |
| 25 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.26% | +0.03% | +241.65% | |
| 26 | PLBC | Plumas Bancorp | 股票-其他 | 1.26% | +0.07% | +41.73% | |
| 27 | ETN | Eaton Corporation plc | 股票-工業 | 1.25% | +0.06% | +7.02% | |
| 28 | FAST | Fastenal Co | 股票-工業 | 1.18% | -0.07% | +5.38% | |
| 29 | NSC | Norfolk Southern CORP | 股票-工業 | 1.14% | -0.03% | +4.95% | |
| 30 | CLMB | Climb Global Solutions Inc | 股票-其他 | 1.13% | +0.02% | +6.72% | |
| 31 | EMR | Emerson Electric Co | 股票-工業 | 1.12% | -0.03% | +5.93% | |
| 32 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.08% | -0.22% | +9.58% | |
| 33 | CPK | Chesapeake Utilities CORP | 股票-其他 | 1.07% | +0.18% | +6.24% | |
| 34 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.05% | -1.16% | EXIT | |
| 35 | CME | Cme Group Inc | 股票-金融 | 1.04% | -0.39% | +6.52% | |
| 36 | LECO | Lincoln Electric Holdings | 股票-工業 | 1.04% | -0.05% | +4.29% | |
| 37 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.99% | -0.70% | +4.63% | |
| 38 | GRMN | Garmin Ltd. | 股票-科技 | 0.99% | -0.07% | +5.84% | |
| 39 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.96% | -0.37% | +6.91% | |
| 40 | HON | Honeywell International Inc | 股票-工業 | 0.95% | -0.61% | EXIT | |
| 41 | ATR | Aptargroup Inc | 股票-醫療保健 | 0.89% | -0.11% | +3.65% | |
| 42 | GVDNY | Givaudan-unspon Adr | 股票-其他 | 0.88% | +0.07% | +8.44% | |
| 43 | ✓ | Sabre Insurance Group PLC | 股票-其他 | 0.87% | -0.02% | +26.09% | |
| 44 | ✓ | Straumann Holdings AG | 股票-其他 | 0.86% | +0.11% | +15.49% | |
| 45 | WES | Western Midstream Partners L | 股票-能源 | 0.86% | -0.05% | -0.18% | |
| 46 | FBK | Fb Financial CORP | 股票-其他 | 0.85% | -0.05% | +7.65% | |
| 47 | ✓ | Gaztransport et Technigaz SAS | 股票-其他 | 0.84% | -0.06% | +14.56% | |
| 48 | ET | Energy Transfer LP | 股票-能源 | 0.83% | -0.12% | -6.30% | |
| 49 | AAPL | Apple Inc | 股票-科技 | 0.83% | -0.01% | +6.68% | |
| 50 | ✓ | Banco del Bajio SA | 股票-其他 | 0.81% | -0.08% | — |
| # | 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 | +1.1% | +4.09% | 減碼 |
| 2 | LRCX | Lam Research CORP | +0.8% | +6.44% | 減碼 |
| 3 | KLAC | Kla CORP | +0.7% | +5.59% | 減碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +5.53% | 減碼 |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +3.28% | 減碼 |
| 6 | TMTNF | Toromont Industries LTD | +0.4% | +18.37% | 減碼 |
| 7 | ATO | Atmos Energy CORP | +0.3% | +45.16% | 加碼 |
| 8 | ITT | Itt Inc | +0.3% | +5.30% | 減碼 |
| 9 | ETN | Eaton Corporation plc | +0.3% | +7.02% | 減碼 |
| 10 | CMI | Cummins Inc | +0.3% | -5.27% | 減碼 |
| 11 | PLBC | Plumas Bancorp | +0.3% | +41.73% | 加碼 |
| 12 | APA | Apa CORP | +0.3% | +3.96% | 加碼 |
| 13 | HUBB | Hubbell Inc | +0.2% | +6.68% | 減碼 |
| 14 | AVGO | Broadcom Inc | +0.2% | -2.40% | 加碼 |
| 15 | AGYS | Agilysys Inc | +0.2% | +3.13% | 減碼 |
| 16 | PH | Parker Hannifin CORP | +0.2% | +7.87% | 減碼 |
| 17 | ✓ | Schneider Electric SA | +0.2% | +13.00% | 減碼 |
| 18 | FAST | Fastenal Co | +0.2% | +5.38% | 加碼 |
| 19 | ECL | Ecolab Inc | +0.2% | +46.77% | 加碼 |
| 20 | IRMD | Iradimed CORP | +0.2% | +5.57% | 減碼 |
| 21 | NVS | Novartis Ag-sponsored Adr | +0.2% | +4.66% | 減碼 |
| 22 | LECO | Lincoln Electric Holdings | +0.2% | +4.29% | 減碼 |
| 23 | CLMB | Climb Global Solutions Inc | +0.1% | +6.72% | 減碼 |
| 24 | ✓ | Martinrea International Inc. | +0.1% | +16.05% | 減碼 |
| 25 | ✓ | Dollarama Inc. | +0.1% | +19.24% | 減碼 |
| 26 | PAC | Grupo Aeroportuario Pac-adr | +0.1% | +7.60% | 減碼 |
| 27 | HON | Honeywell International Inc | -0.2% | +5.75% | 減碼 |
| 28 | LIN | Linde plc | -0.3% | +8.85% | 減碼 |
| 29 | ADP | Automatic Data Processing | -0.3% | +4.85% | 減碼 |
| 30 | KMI | Kinder Morgan, Inc. | -0.3% | +9.58% | 減碼 |
| 31 | ✓ | Coats Group PLC | -0.4% | -93.77% | 減碼 |
| 32 | ✓ | SThree PLC | -0.4% | -23.13% | 減碼 |
| 33 | FISV | Fiserv Inc | -0.9% | +20.63% | 加碼 |
| 34 | LKQ | Lkq CORP | -1.1% | -79.94% | 減碼 |
| 35 | WTFC | Wintrust Financial CORP | — | NEW | 新建倉 |
| 36 | OGS | One Gas Inc | — | EXIT | 清倉 |
| 37 | AHRT | Ah Realty Trust Inc | — | EXIT | 清倉 |
| 38 | PB | Prosperity Bancshares Inc | — | EXIT | 清倉 |
| 39 | BRT | Brt Apartments CORP | — | EXIT | 清倉 |
| 40 | NBIS | Nebius Group N.V. | — | NEW | 新建倉 |
| 41 | USPH | U.s. Physical Therapy Inc | — | EXIT | 清倉 |
| 42 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 43 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建倉 |
| 44 | CRMT | America's Car-mart Inc | — | EXIT | 清倉 |
| 45 | MMM | 3m Co | — | EXIT | 清倉 |
| 46 | EBAY | Ebay Inc | — | EXIT | 清倉 |
| 47 | MSFT | Microsoft CORP | — | NEW | 新建倉 |
| 48 | LYB | LyondellBasell Industries N.V. | — | EXIT | 清倉 |
| 49 | HII | Huntington Ingalls Industrie | — | NEW | 新建倉 |
| 50 | ZM | Zoom Communications Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Albert D Mason Inc 在 Q3 2025 季度的美股持倉總市值約為 US$1.8億，共申報了 143 個公開持股部位。
在 Q3 2025 季度，Albert D Mason Inc 按市值排列的前三大核心持股分別為：GOOG (3.5%)、KLAC (2.5%)、META (2.1%)。其中最大持股部位 GOOG 佔據整體投資組合約 3.5% 的權重。
在 Q3 2025 季度中，Albert D Mason Inc 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 7 個部位、減碼 27 個部位以及清倉 9 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。
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。
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。