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: 0002001461
申報總市值
US$6.6億
US$6.6億
154 檔
16.5%
在 Q1 2025 申報期間，Allen Mooney & Barnes Investment Advisors LLC（CIK: 0002001461）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$6.6億，共持有 154 個公開申報部位。
Allen Mooney & Barnes Investment Advisors LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 3 檔股票的新建倉與 30 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Allen Mooney & Barnes Investment Advisors LLC 的前 5 大核心持股（包含 AAPL, GOOGL, JPM 等）合計佔整體申報市值的 16.5%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 4.92% | +0.38% | -17.57% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.56% | -0.70% | -0.63% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.14% | +0.32% | -2.74% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 3.12% | -3.14% | EXIT | |
| 5 | AXP | American Express Co | 股票-金融 | 2.93% | +0.31% | -2.33% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.88% | +0.39% | +0.49% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.86% | +0.05% | -20.81% | |
| 8 | AEP | American Electric Power | 股票-公用事業 | 2.63% | +0.08% | +1.68% | |
| 9 | DE | Deere & Co | 股票-工業 | 2.62% | -0.07% | +1.27% | |
| 10 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.42% | -0.18% | +2.94% | |
| 11 | BLK | Blackrock Inc | 股票-金融 | 2.40% | — | +2.62% | |
| 12 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.34% | — | +2.21% | |
| 13 | KVUE | Kenvue Inc | 股票-非循環性消費 | 2.20% | — | +3.26% | |
| 14 | CNC | Centene CORP | 股票-醫療保健 | 2.19% | — | — | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.19% | +0.33% | -28.40% | |
| 16 | CG | Carlyle Group Inc/the | 股票-金融 | 2.17% | -0.27% | — | |
| 17 | HON | Honeywell International Inc | 股票-工業 | 2.03% | -1.98% | EXIT | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 2.01% | -2.01% | +0.87% | |
| 19 | DG | Dollar General CORP | 股票-非循環性消費 | 1.98% | -0.01% | +4.29% | |
| 20 | MDT | Medtronic plc | 股票-醫療保健 | 1.96% | -0.22% | +4.97% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.95% | +1.10% | +6.73% | |
| 22 | CMI | Cummins Inc | 股票-工業 | 1.93% | +0.75% | +1.30% | |
| 23 | MET | Metlife Inc | 股票-金融 | 1.92% | +0.01% | +3.07% | |
| 24 | EPD | Enterprise Products Partners | 股票-能源 | 1.92% | -0.17% | +1.66% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.92% | -0.03% | +1440.95% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.86% | +0.43% | +4.36% | |
| 27 | MO | Altria Group Inc | 股票-非循環性消費 | 1.86% | +0.01% | -0.10% | |
| 28 | PRU | Prudential Financial Inc | 股票-金融 | 1.79% | +0.07% | +2.38% | |
| 29 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.69% | -0.03% | EXIT | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 1.64% | -1.20% | -2.73% | |
| 31 | LHX | L3harris Technologies Inc | 股票-工業 | 1.61% | -0.37% | +3.84% | |
| 32 | COP | Conocophillips | 股票-能源 | 1.36% | -0.02% | +6.31% | |
| 33 | AFL | Aflac Inc | 股票-金融 | 1.19% | +0.03% | +1.79% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.18% | -0.18% | +6.12% | |
| 35 | EFX | Equifax Inc | 股票-工業 | 1.14% | -0.06% | — | |
| 36 | T | At&t Inc | 股票-通訊服務 | 1.10% | -0.43% | -2.92% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 1.07% | +0.12% | -5.49% | |
| 38 | C | Citigroup Inc | 股票-金融 | 0.98% | +0.31% | -0.58% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.96% | +0.12% | — | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.81% | — | +0.96% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | +0.15% | +1.68% | |
| 42 | AMAT | Applied Materials Inc | 股票-科技 | 0.68% | +0.15% | +1.72% | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.66% | -0.05% | +0.87% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.65% | +0.17% | +25.48% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.63% | +0.11% | — | |
| 46 | FLO | Flowers Foods Inc | 股票-非循環性消費 | 0.60% | -0.04% | +0.24% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.55% | +0.09% | +0.43% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.53% | -0.10% | -0.86% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.48% | -0.02% | -0.45% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | +0.03% | -2.82% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CNC | Centene CORP | +2.2% | NEW | 新建倉 |
| 2 | CG | Carlyle Group Inc/the | +2.2% | NEW | 新建倉 |
| 3 | META | Meta Platforms Inc-class A | +1.8% | +1440.95% | 加碼 |
| 4 | ABBV | Abbvie Inc | +0.4% | +0.49% | 加碼 |
| 5 | AEP | American Electric Power | +0.4% | +1.68% | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +3.60% | 加碼 |
| 7 | DG | Dollar General CORP | +0.3% | +4.29% | 加碼 |
| 8 | MDT | Medtronic plc | +0.2% | +4.97% | 加碼 |
| 9 | KVUE | Kenvue Inc | +0.2% | +3.26% | 加碼 |
| 10 | DE | Deere & Co | +0.2% | +1.27% | 加碼 |
| 11 | MO | Altria Group Inc | +0.2% | -0.10% | 減碼 |
| 12 | T | At&t Inc | +0.2% | -2.92% | 減碼 |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | +6.73% | 加碼 |
| 14 | EPD | Enterprise Products Partners | +0.1% | +1.66% | 加碼 |
| 15 | COP | Conocophillips | +0.1% | +6.31% | 加碼 |
| 16 | USB | US Bancorp | +0.1% | +85.50% | 加碼 |
| 17 | SCHW | Schwab (charles) CORP | +0.1% | +2.21% | 加碼 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | -2.73% | 減碼 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +25.48% | 加碼 |
| 20 | AFL | Aflac Inc | +0.1% | +1.79% | 加碼 |
| 21 | CVX | Chevron CORP | +0.1% | -0.86% | 減碼 |
| 22 | KO | Coca-cola Co/the | +0.1% | -0.45% | 減碼 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -2.82% | 減碼 |
| 24 | EFA | Ishares Msci Eafe ETF | 0% | — | 不變 |
| 25 | LLY | Eli Lilly & Co | 0% | +1.68% | 加碼 |
| 26 | GILD | Gilead Sciences Inc | 0% | -0.63% | 減碼 |
| 27 | PLTR | Palantir Technologies Inc-a | 0% | +21.88% | 加碼 |
| 28 | AJG | Arthur J Gallagher & Co | 0% | NEW | 新建倉 |
| 29 | CSCO | Cisco Systems Inc | 0% | +0.87% | 加碼 |
| 30 | PEP | Pepsico Inc | 0% | +6.12% | 加碼 |
| 31 | V | Visa Inc-class A Shares | 0% | -5.49% | 減碼 |
| 32 | LHX | L3harris Technologies Inc | — | +3.84% | 加碼 |
| 33 | DHR | Danaher CORP | 0% | +0.20% | 加碼 |
| 34 | TSLA | Tesla Inc | -0.1% | +14.96% | 加碼 |
| 35 | VB | Vanguard Small-cap ETF | -0.1% | — | 不變 |
| 36 | FLO | Flowers Foods Inc | -0.1% | +0.24% | 加碼 |
| 37 | AMAT | Applied Materials Inc | -0.1% | +1.72% | 加碼 |
| 38 | EFX | Equifax Inc | -0.1% | — | 不變 |
| 39 | HON | Honeywell International Inc | -0.1% | +4.37% | 加碼 |
| 40 | DIS | Walt Disney Co/the | -0.1% | +0.96% | 加碼 |
| 41 | PRU | Prudential Financial Inc | -0.1% | +2.38% | 加碼 |
| 42 | LOW | Lowe's Cos Inc | -0.2% | +2.94% | 加碼 |
| 43 | BLK | Blackrock Inc | -0.2% | +2.62% | 加碼 |
| 44 | CMI | Cummins Inc | -0.3% | +1.30% | 加碼 |
| 45 | AXP | American Express Co | -0.5% | -2.33% | 減碼 |
| 46 | DEO | Diageo Plc-sponsored Adr | -1% | EXIT | 清倉 |
| 47 | GOOGL | Alphabet Inc-cl A | -1% | -0.63% | 減碼 |
| 48 | MSFT | Microsoft CORP | -1.3% | -20.81% | 減碼 |
| 49 | AMZN | Amazon.com Inc | -1.5% | -28.40% | 減碼 |
| 50 | AAPL | Apple Inc | -2.1% | -17.57% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Allen Mooney & Barnes Investment Advisors LLC 在 Q1 2025 季度的美股持倉總市值約為 US$6.6億，共申報了 154 個公開持股部位。
在 Q1 2025 季度，Allen Mooney & Barnes Investment Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (4.9%)、GOOGL (3.6%)、JPM (3.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.9% 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
CNC
市值: US$1349.8萬
本季最大獲利了結 / 清倉標的
DEO
前期市值: US$583.2萬
在 Q1 2025 季度中，Allen Mooney & Barnes Investment Advisors LLC 共進行了 47 項持倉異動，包含新建倉 3 個部位、加碼 30 個部位、減碼 13 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CNC。 本季清倉部位包含 DEO。
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。