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
153 檔
19.5%
在 Q2 2025 的 13F 官方備案中，Allen Mooney & Barnes Investment Advisors LLC 管理的美股投資組合規模來到 US$6.6億，整體持股檔數為 153 檔。
Allen Mooney & Barnes Investment Advisors LLC 於 Q2 2025 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 27 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 META, AAPL, GOOGL 等）合計佔整體申報市值的 19.5%，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 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.68% | -0.03% | +88.99% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.65% | +0.38% | +1.25% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.11% | -0.70% | +0.28% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.86% | +0.05% | +0.99% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.78% | +0.32% | +0.93% | |
| 6 | AXP | American Express Co | 股票-金融 | 3.49% | +0.31% | -0.69% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.89% | -3.14% | EXIT | |
| 8 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.73% | — | -0.84% | |
| 9 | CG | Carlyle Group Inc/the | 股票-金融 | 2.65% | -0.27% | +2.64% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.61% | +0.39% | +1.08% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.59% | +0.33% | +1.82% | |
| 12 | AEP | American Electric Power | 股票-公用事業 | 2.54% | +0.08% | +0.43% | |
| 13 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 2.37% | -0.03% | EXIT | |
| 14 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.37% | -0.18% | +1.62% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 2.29% | -2.01% | +0.54% | |
| 16 | HON | Honeywell International Inc | 股票-工業 | 2.26% | -1.98% | EXIT | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.19% | +0.43% | +5.36% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.10% | +1.10% | +79.22% | |
| 19 | CMI | Cummins Inc | 股票-工業 | 2.07% | +0.75% | +1.66% | |
| 20 | CNC | Centene CORP | 股票-醫療保健 | 2.00% | — | +0.82% | |
| 21 | LHX | L3harris Technologies Inc | 股票-工業 | 1.96% | -0.37% | +0.61% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.96% | -1.20% | -0.19% | |
| 23 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.95% | — | +0.56% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 1.94% | -0.22% | +1.12% | |
| 25 | MO | Altria Group Inc | 股票-非循環性消費 | 1.82% | +0.01% | -0.57% | |
| 26 | PRU | Prudential Financial Inc | 股票-金融 | 1.74% | +0.07% | +0.04% | |
| 27 | EPD | Enterprise Products Partners | 股票-能源 | 1.74% | -0.17% | -1.05% | |
| 28 | EFX | Equifax Inc | 股票-工業 | 1.22% | -0.06% | — | |
| 29 | EOG | Eog Resources Inc | 股票-能源 | 1.22% | -0.99% | — | |
| 30 | C | Citigroup Inc | 股票-金融 | 1.19% | +0.31% | +0.36% | |
| 31 | AFL | Aflac Inc | 股票-金融 | 1.14% | +0.03% | +0.63% | |
| 32 | T | At&t Inc | 股票-通訊服務 | 1.14% | -0.43% | +0.10% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | +0.12% | +0.02% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.09% | -0.18% | +3.84% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.06% | +0.12% | +0.07% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.03% | — | -0.19% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.86% | +0.15% | -0.04% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.74% | -0.05% | +0.25% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.69% | +0.17% | -4.98% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | +0.15% | -1.09% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | +0.11% | -3.43% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | +0.09% | — | |
| 43 | FLO | Flowers Foods Inc | 股票-非循環性消費 | 0.51% | -0.04% | -0.38% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.48% | -0.02% | +1.09% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.47% | +0.14% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | +0.03% | +0.71% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.42% | -0.10% | -8.10% | |
| 48 | SO | Southern Co/the | 股票-公用事業 | 0.39% | -0.07% | -0.04% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.35% | -0.27% | +485.14% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.32% | +0.06% | +0.19% |
| # | 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 | +2.8% | +88.99% | 加碼 |
| 2 | EOG | Eog Resources Inc | +1.2% | NEW | 新建倉 |
| 3 | MSFT | Microsoft CORP | +1% | +0.99% | 加碼 |
| 4 | LYB | LyondellBasell Industries N.V. | +0.7% | +69.15% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.6% | +0.93% | 加碼 |
| 6 | AXP | American Express Co | +0.6% | -0.69% | 減碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.28% | 加碼 |
| 8 | CG | Carlyle Group Inc/the | +0.5% | +2.64% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.4% | +1.82% | 加碼 |
| 10 | SCHW | Schwab (charles) CORP | +0.4% | -0.84% | 減碼 |
| 11 | LHX | L3harris Technologies Inc | +0.4% | +0.61% | 加碼 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +5.36% | 加碼 |
| 13 | IBM | Intl Business Machines CORP | +0.3% | -0.19% | 減碼 |
| 14 | ADBE | Adobe Inc | +0.3% | +485.14% | 加碼 |
| 15 | CSCO | Cisco Systems Inc | +0.3% | +0.54% | 加碼 |
| 16 | HON | Honeywell International Inc | +0.2% | +0.48% | 加碼 |
| 17 | DIS | Walt Disney Co/the | +0.2% | -0.19% | 減碼 |
| 18 | C | Citigroup Inc | +0.2% | +0.36% | 加碼 |
| 19 | AMAT | Applied Materials Inc | +0.2% | -0.04% | 減碼 |
| 20 | UNH | Unitedhealth Group Inc | +0.2% | +79.22% | 加碼 |
| 21 | CMI | Cummins Inc | +0.1% | +1.66% | 加碼 |
| 22 | COF | Capital One Financial CORP | +0.1% | NEW | 新建倉 |
| 23 | EFA | Ishares Msci Eafe ETF | +0.1% | +0.07% | 加碼 |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | -9.68% | 減碼 |
| 25 | NVDA | Nvidia CORP | +0.1% | -4.07% | 減碼 |
| 26 | WMT | Walmart Inc | +0.1% | +0.25% | 加碼 |
| 27 | EFX | Equifax Inc | +0.1% | — | 不變 |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | +1.44% | 加碼 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | +1.62% | 加碼 |
| 30 | BMY | Bristol-myers Squibb Co | -0.1% | +1.73% | 加碼 |
| 31 | DFSEUR | Discover Financial Services | -0.1% | EXIT | 清倉 |
| 32 | AEP | American Electric Power | -0.1% | +0.43% | 加碼 |
| 33 | PEP | Pepsico Inc | -0.1% | +3.84% | 加碼 |
| 34 | FLO | Flowers Foods Inc | -0.1% | -0.38% | 減碼 |
| 35 | CVX | Chevron CORP | -0.1% | -8.10% | 減碼 |
| 36 | VZ | Verizon Communications Inc | -0.1% | -51.67% | 減碼 |
| 37 | SWK | Stanley Black & Decker Inc | -0.1% | -35.70% | 減碼 |
| 38 | EPD | Enterprise Products Partners | -0.2% | -1.05% | 減碼 |
| 39 | CNC | Centene CORP | -0.2% | +0.82% | 加碼 |
| 40 | IWV | Ishares Russell 3000 ETF | -0.2% | EXIT | 清倉 |
| 41 | XOM | Exxon Mobil CORP | -0.2% | +1.30% | 加碼 |
| 42 | SBUX | Starbucks CORP | -0.2% | -77.74% | 減碼 |
| 43 | KVUE | Kenvue Inc | -0.3% | +0.56% | 加碼 |
| 44 | AAPL | Apple Inc | -0.3% | +1.25% | 加碼 |
| 45 | ABBV | Abbvie Inc | -0.3% | +1.08% | 加碼 |
| 46 | COP | Conocophillips | -1.3% | -92.44% | 減碼 |
| 47 | MET | Metlife Inc | -1.8% | -95.64% | 減碼 |
| 48 | DG | Dollar General CORP | -1.9% | -97.65% | 減碼 |
| 49 | BLK | Blackrock Inc | -2.3% | -94.90% | 減碼 |
| 50 | DE | Deere & Co | -2.5% | -94.49% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Allen Mooney & Barnes Investment Advisors LLC 在 Q2 2025 季度的美股持倉總市值約為 US$6.6億，共申報了 153 個公開持股部位。
在 Q2 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：META (4.7%)、AAPL (4.7%)、GOOGL (4.1%)。其中最大持股部位 META 佔據整體投資組合約 4.7% 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
EOG
市值: US$740.1萬
本季最大獲利了結 / 清倉標的
IWV
前期市值: US$133.5萬
在 Q2 2025 季度中，Allen Mooney & Barnes Investment Advisors LLC 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 27 個部位、減碼 18 個部位以及清倉 2 個部位。 其中最大新建倉標的為 EOG。 本季清倉部位包含 IWV。
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。