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
157 檔
18.3%
Q3 2025 季度申報顯示，Allen Mooney & Barnes Investment Advisors LLC 揭露的美股組合總市值為 US$6.6億，涵蓋 157 個不同之權益投資部位。
Allen Mooney & Barnes Investment Advisors LLC 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 22 檔持股的同時，亦同步清倉 1 檔並減碼 24 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, GOOGL, MSFT）占據了總市值的 18.3%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
ELV
市值: US$1525.8萬
本季最大獲利了結 / 清倉標的
IWV
前期市值: US$133.5萬
| # | 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 | AAPL | Apple Inc | 股票-科技 | 5.28% | +0.38% | -3.59% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.75% | -0.70% | -30.16% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.74% | +0.05% | -1.98% | |
| 4 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.11% | +0.39% | +0.93% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.91% | -3.14% | EXIT | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.91% | +0.32% | -25.44% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.74% | +1.10% | +23.81% | |
| 8 | AEP | American Electric Power | 股票-公用事業 | 2.63% | +0.08% | +0.86% | |
| 9 | AXP | American Express Co | 股票-金融 | 2.60% | +0.31% | -24.55% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.57% | -0.03% | -41.79% | |
| 11 | CMI | Cummins Inc | 股票-工業 | 2.57% | +0.75% | +1.63% | |
| 12 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.53% | -0.18% | -0.47% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.46% | +0.33% | -0.24% | |
| 14 | CG | Carlyle Group Inc/the | 股票-金融 | 2.41% | -0.27% | -21.39% | |
| 15 | EPD | Enterprise Products Partners | 股票-能源 | 2.41% | -0.17% | +44.90% | |
| 16 | ELV | Elevance Health Inc | 股票-醫療保健 | 2.38% | +0.64% | — | |
| 17 | LHX | L3harris Technologies Inc | 股票-工業 | 2.29% | -0.37% | +1.20% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.22% | +0.43% | -1.09% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 2.20% | -0.89% | EXIT | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.17% | — | -19.80% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 2.14% | -2.01% | -0.31% | |
| 22 | MDT | Medtronic plc | 股票-醫療保健 | 2.05% | -0.22% | +1.57% | |
| 23 | MO | Altria Group Inc | 股票-非循環性消費 | 2.00% | +0.01% | +2.47% | |
| 24 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.95% | -0.03% | EXIT | |
| 25 | HON | Honeywell International Inc | 股票-工業 | 1.94% | -1.98% | EXIT | |
| 26 | FLO | Flowers Foods Inc | 股票-非循環性消費 | 1.90% | -0.04% | +382.50% | |
| 27 | EOG | Eog Resources Inc | 股票-能源 | 1.88% | -0.99% | +74.11% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.80% | -1.20% | +1.28% | |
| 29 | PRU | Prudential Financial Inc | 股票-金融 | 1.62% | +0.07% | +1.32% | |
| 30 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.47% | — | +2.35% | |
| 31 | C | Citigroup Inc | 股票-金融 | 1.37% | +0.31% | +1.91% | |
| 32 | EFX | Equifax Inc | 股票-工業 | 1.15% | -0.06% | — | |
| 33 | AFL | Aflac Inc | 股票-金融 | 1.14% | +0.03% | -0.71% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.12% | -0.18% | +1.86% | |
| 35 | T | At&t Inc | 股票-通訊服務 | 1.08% | -0.43% | +2.81% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.04% | +0.12% | -0.28% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | +0.12% | -3.31% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.91% | +0.15% | -0.99% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.74% | -0.05% | +0.11% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.70% | +0.17% | -0.14% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.67% | +0.11% | -0.43% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | +0.15% | -2.96% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | +0.09% | -0.42% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.49% | +0.14% | -0.41% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | +0.03% | -2.66% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.42% | -0.10% | -2.80% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.42% | -0.02% | -3.07% | |
| 48 | SO | Southern Co/the | 股票-公用事業 | 0.39% | -0.07% | +3.92% | |
| 49 | USB | US Bancorp | 股票-金融 | 0.33% | +0.06% | +0.55% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.32% | +0.10% | -1.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +2.1% | +2698.16% | 加碼 |
| 2 | FLO | Flowers Foods Inc | +1.3% | +382.50% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.9% | -1.98% | 減碼 |
| 4 | UNH | Unitedhealth Group Inc | +0.8% | +23.81% | 加碼 |
| 5 | LHX | L3harris Technologies Inc | +0.7% | +1.20% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.7% | -41.79% | 加碼 |
| 7 | CMI | Cummins Inc | +0.6% | +1.63% | 加碼 |
| 8 | EPD | Enterprise Products Partners | +0.5% | +44.90% | 加碼 |
| 9 | C | Citigroup Inc | +0.4% | +1.91% | 加碼 |
| 10 | AAPL | Apple Inc | +0.4% | -3.59% | 減碼 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -1.09% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.3% | -0.24% | 加碼 |
| 13 | LYB | LyondellBasell Industries N.V. | +0.3% | +1.94% | 加碼 |
| 14 | CG | Carlyle Group Inc/the | +0.2% | -21.39% | 減碼 |
| 15 | ADBE | Adobe Inc | +0.2% | +0.49% | 加碼 |
| 16 | ABBV | Abbvie Inc | +0.2% | +0.93% | 加碼 |
| 17 | AMAT | Applied Materials Inc | +0.2% | -0.99% | 減碼 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -30.16% | 減碼 |
| 19 | IBM | Intl Business Machines CORP | +0.2% | +1.28% | 加碼 |
| 20 | MO | Altria Group Inc | +0.1% | +2.47% | 加碼 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -0.31% | 加碼 |
| 22 | LOW | Lowe's Cos Inc | +0.1% | -0.47% | 加碼 |
| 23 | MDT | Medtronic plc | +0.1% | +1.57% | 加碼 |
| 24 | ORCL | Oracle CORP | +0.1% | +9.65% | 減碼 |
| 25 | EFA | Ishares Msci Eafe ETF | +0.1% | -0.28% | 減碼 |
| 26 | WMT | Walmart Inc | +0.1% | +0.11% | 加碼 |
| 27 | EEM | Ishares Msci Emerging Market | +0.1% | -0.41% | 減碼 |
| 28 | NVDA | Nvidia CORP | +0.1% | -13.57% | 減碼 |
| 29 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.14% | 減碼 |
| 30 | AEP | American Electric Power | — | +0.86% | 加碼 |
| 31 | CVX | Chevron CORP | -0.1% | -2.80% | 減碼 |
| 32 | LLY | Eli Lilly & Co | -0.1% | -2.96% | 減碼 |
| 33 | VZ | Verizon Communications Inc | -0.1% | -7.72% | 減碼 |
| 34 | SWK | Stanley Black & Decker Inc | -0.1% | -0.58% | 減碼 |
| 35 | PRU | Prudential Financial Inc | -0.2% | +1.32% | 加碼 |
| 36 | JPM | Jpmorgan Chase & Co | -0.2% | -25.44% | 減碼 |
| 37 | SBUX | Starbucks CORP | -0.3% | +0.17% | 減碼 |
| 38 | AXP | American Express Co | -0.3% | -24.55% | 減碼 |
| 39 | KVUE | Kenvue Inc | -0.7% | +2.35% | 加碼 |
| 40 | DIS | Walt Disney Co/the | -0.8% | -94.15% | 減碼 |
| 41 | COP | Conocophillips | -1.3% | -16.03% | 減碼 |
| 42 | MET | Metlife Inc | -1.8% | -5.35% | 減碼 |
| 43 | DG | Dollar General CORP | -1.9% | -4.03% | 減碼 |
| 44 | CNC | Centene CORP | -2.1% | -94.67% | 減碼 |
| 45 | BLK | Blackrock Inc | -2.3% | -4.64% | 減碼 |
| 46 | DE | Deere & Co | -2.5% | +0.84% | 減碼 |
| 47 | ELV | Elevance Health Inc | — | NEW | 新建倉 |
| 48 | EOG | Eog Resources Inc | — | NEW | 新建倉 |
| 49 | IWV | Ishares Russell 3000 ETF | — | EXIT | 清倉 |
| 50 | COF | Capital One Financial CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Allen Mooney & Barnes Investment Advisors LLC 在 Q3 2025 季度的美股持倉總市值約為 US$6.6億，共申報了 157 個公開持股部位。
在 Q3 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 (5.3%)、GOOGL (3.8%)、MSFT (3.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.3% 的權重。
在 Q3 2025 季度中，Allen Mooney & Barnes Investment Advisors LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 22 個部位、減碼 24 個部位以及清倉 1 個部位。 其中最大新建倉標的為 ELV。 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。
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。