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: 0001387615
申報總市值
US$2.4億
US$2.4億
123 檔
14.5%
Aull & Monroe Investment Management Corp 在 Q2 2025 季度的美股部位總計估值為 US$2.4億，分散於 123 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Aull & Monroe Investment Management Corp 於 Q2 2025 季度持續回收資金，對 38 個既有部位進行裁減並清倉 4 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 LLY, CAT, SO）累計市值佔比達 14.5%，是驅動 Aull & Monroe Investment Management Corp 該季度整體投資組合績效表現的核心支柱。
| # | 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 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.06% | +0.68% | -3.58% | |
| 2 | CAT | Caterpillar Inc | 股票-工業 | 3.82% | +1.80% | -13.17% | |
| 3 | SO | Southern Co/the | 股票-公用事業 | 3.81% | -0.36% | -3.89% | |
| 4 | DE | Deere & Co | 股票-工業 | 3.58% | +0.04% | -11.27% | |
| 5 | CME | Cme Group Inc | 股票-金融 | 3.33% | -1.01% | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.62% | -0.14% | -10.34% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 2.59% | +0.01% | -19.24% | |
| 8 | DUK | Duke Energy CORP | 股票-公用事業 | 2.45% | -0.31% | -9.69% | |
| 9 | CSX | Csx CORP | 股票-工業 | 2.45% | +0.10% | -11.84% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.39% | -0.22% | -7.91% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.37% | -0.15% | -13.08% | |
| 12 | CBOE | Cboe Global Markets Inc | 股票-金融 | 2.35% | -0.55% | — | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.29% | -0.87% | -2.34% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 2.27% | -0.04% | -14.94% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.10% | -0.32% | -0.94% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | — | -9.90% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.82% | -0.65% | -8.78% | |
| 18 | CMI | Cummins Inc | 股票-工業 | 1.74% | +0.46% | -18.21% | |
| 19 | WM | Waste Management Inc | 股票-工業 | 1.68% | -0.17% | -14.59% | |
| 20 | T | At&t Inc | 股票-通訊服務 | 1.62% | -0.50% | -8.62% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.62% | -0.08% | -18.26% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.50% | +0.06% | -18.63% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.46% | +0.04% | -9.48% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.43% | +0.05% | — | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 1.39% | -0.10% | -10.85% | |
| 26 | ETN | Eaton Corporation plc | 股票-工業 | 1.38% | +0.08% | -12.23% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.37% | +0.04% | -16.68% | |
| 28 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.25% | -0.29% | -2.13% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 1.14% | -0.15% | -16.71% | |
| 30 | ITW | Illinois Tool Works | 股票-工業 | 1.11% | -0.07% | -3.08% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.06% | -0.19% | -14.89% | |
| 32 | EMR | Emerson Electric Co | 股票-工業 | 1.06% | -0.02% | -12.92% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 1.03% | +0.01% | -7.74% | |
| 34 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.98% | — | -12.27% | |
| 35 | RF | Regions Financial CORP | 股票-金融 | 0.98% | +0.03% | -9.48% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.95% | -0.01% | -2.01% | |
| 37 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.90% | +2.40% | -21.13% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.87% | -0.01% | — | |
| 39 | RY | Royal Bank Of Canada | 股票-金融 | 0.84% | +0.13% | -16.84% | |
| 40 | GLW | Corning Inc | 股票-科技 | 0.83% | +1.25% | -12.95% | |
| 41 | COP | Conocophillips | 股票-能源 | 0.83% | -0.31% | -13.66% | |
| 42 | ET | Energy Transfer LP | 股票-能源 | 0.82% | -0.08% | -21.48% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工業 | 0.78% | -0.23% | -0.94% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.77% | -0.08% | -25.10% | |
| 45 | BA | Boeing Co/the | 股票-工業 | 0.73% | -0.01% | -16.60% | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.71% | +0.02% | -4.13% | |
| 47 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.70% | -0.11% | -5.61% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.70% | -0.14% | -0.80% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.70% | +0.01% | -2.54% | |
| 50 | NFG | National Fuel Gas Co | 股票-能源 | 0.67% | -0.17% | -12.53% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | -10.34% | 減碼 |
| 2 | CME | Cme Group Inc | +0.4% | — | 不變 |
| 3 | CAT | Caterpillar Inc | +0.4% | -13.17% | 減碼 |
| 4 | STX | Seagate Technology Holdings plc | +0.3% | -21.13% | 減碼 |
| 5 | ETN | Eaton Corporation plc | +0.3% | -12.23% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -9.90% | 減碼 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | — | 不變 |
| 8 | CEG | Constellation Energy | +0.2% | -2.32% | 減碼 |
| 9 | GEV | GE Vernova Inc | +0.2% | NEW | 新建倉 |
| 10 | CM | Can Imperial Bk Of Commerce | +0.2% | +11.54% | 加碼 |
| 11 | SO | Southern Co/the | +0.1% | -3.89% | 減碼 |
| 12 | DE | Deere & Co | +0.1% | -11.27% | 減碼 |
| 13 | KMB | Kimberly-clark CORP | +0.1% | NEW | 新建倉 |
| 14 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | 新建倉 |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | 新建倉 |
| 16 | MCO | Moody's CORP | +0.1% | NEW | 新建倉 |
| 17 | T | At&t Inc | 0% | -8.62% | 減碼 |
| 18 | VZ | Verizon Communications Inc | 0% | -2.13% | 減碼 |
| 19 | RTX | Rtx CORP | 0% | -16.71% | 減碼 |
| 20 | UNP | Union Pacific CORP | 0% | -7.74% | 減碼 |
| 21 | AAPL | Apple Inc | -0.1% | -6.59% | 減碼 |
| 22 | PFE | Pfizer Inc | -0.1% | -13.16% | 減碼 |
| 23 | MRK | Merck & Co. Inc. | -0.1% | -4.13% | 減碼 |
| 24 | BMY | Bristol-myers Squibb Co | -0.1% | -5.29% | 減碼 |
| 25 | LLY | Eli Lilly & Co | -0.1% | -3.58% | 減碼 |
| 26 | MPC | Marathon Petroleum CORP | -0.1% | -46.04% | 減碼 |
| 27 | CL | Colgate-palmolive Co | -0.1% | -12.27% | 減碼 |
| 28 | UPS | United Parcel Service-cl B | -0.1% | -13.08% | 減碼 |
| 29 | XOM | Exxon Mobil CORP | -0.1% | -2.34% | 減碼 |
| 30 | BNY | Bank Of New York Mellon CORP | -0.1% | EXIT | 清倉 |
| 31 | FANG | Diamondback Energy Inc | -0.1% | EXIT | 清倉 |
| 32 | CAG | Conagra Brands Inc | -0.1% | -18.19% | 減碼 |
| 33 | PNC | Pnc Financial Services Group | -0.1% | EXIT | 清倉 |
| 34 | DUK | Duke Energy CORP | -0.2% | -9.69% | 減碼 |
| 35 | CMI | Cummins Inc | -0.2% | -18.21% | 減碼 |
| 36 | WM | Waste Management Inc | -0.2% | -14.59% | 減碼 |
| 37 | ABT | Abbott Laboratories | -0.2% | -25.10% | 減碼 |
| 38 | ET | Energy Transfer LP | -0.2% | -21.48% | 減碼 |
| 39 | FUN | Six Flags Entertainment CORP | -0.2% | -20.49% | 減碼 |
| 40 | HD | Home Depot Inc | -0.2% | -14.94% | 減碼 |
| 41 | COP | Conocophillips | -0.2% | -13.66% | 減碼 |
| 42 | JNJ | Johnson & Johnson | -0.2% | -7.91% | 減碼 |
| 43 | AMGN | Amgen Inc | -0.2% | -10.85% | 減碼 |
| 44 | PEP | Pepsico Inc | -0.3% | -14.89% | 減碼 |
| 45 | BDX | Becton Dickinson And Co | -0.3% | EXIT | 清倉 |
| 46 | PG | Procter & Gamble Co/the | -0.3% | -13.08% | 減碼 |
| 47 | CVX | Chevron CORP | -0.3% | -8.78% | 減碼 |
| 48 | ADP | Automatic Data Processing | -0.4% | -19.24% | 減碼 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -18.26% | 減碼 |
| 50 | ABBV | Abbvie Inc | -0.4% | -18.63% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Aull & Monroe Investment Management Corp 在 Q2 2025 季度的美股持倉總市值約為 US$2.4億，共申報了 123 個公開持股部位。
在 Q2 2025 季度，Aull & Monroe Investment Management Corp 按市值排列的前三大核心持股分別為：LLY (4.1%)、CAT (3.8%)、SO (3.8%)。其中最大持股部位 LLY 佔據整體投資組合約 4.1% 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
GEV
市值: US$28.2萬
本季最大獲利了結 / 清倉標的
BDX
前期市值: US$63.2萬
在 Q2 2025 季度中，Aull & Monroe Investment Management Corp 共進行了 48 項持倉異動，包含新建倉 5 個部位、加碼 1 個部位、減碼 38 個部位以及清倉 4 個部位。 其中最大新建倉標的為 GEV。 本季清倉部位包含 BDX。
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。