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: 0001999928
申報總市值
US$9.3億
US$9.3億
131 檔
24.8%
在 Q3 2025 申報期間，Barlow Wealth Partners, LLC（CIK: 0001999928）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$9.3億，共持有 131 個公開申報部位。
Q3 2025 數據顯示 Barlow Wealth Partners, LLC 積極進場，新開立 6 個部位並同步加碼 23 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Barlow Wealth Partners, LLC 的前 5 大核心持股（包含 GOOG, MSFT, NVDA 等）合計佔整體申報市值的 24.8%，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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 7.00% | -0.79% | -5.75% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.69% | -0.53% | +1.39% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.46% | -0.01% | +0.23% | |
| 4 | HLI | Houlihan Lokey Inc | 股票-金融 | 4.39% | -0.72% | -1.19% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 3.98% | +0.30% | -1.64% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.62% | -0.25% | +2.20% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.48% | +0.31% | +0.69% | |
| 8 | MLI | Mueller Industries Inc | 股票-工業 | 3.47% | -0.65% | +1.68% | |
| 9 | ASML | ASML Holding N.V. | 股票-科技 | 3.42% | +0.14% | +1.49% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.29% | -0.22% | +1.39% | |
| 11 | EME | Emcor Group Inc | 股票-工業 | 2.88% | -0.61% | +2.29% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.81% | +0.14% | +0.04% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.80% | -0.02% | +1.99% | |
| 14 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 2.71% | -0.31% | +2.41% | |
| 15 | CEG | Constellation Energy | 股票-公用事業 | 2.68% | +0.03% | +0.86% | |
| 16 | MELI | Mercadolibre Inc | 股票-循環性消費 | 2.68% | -0.01% | +126.65% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.68% | +0.32% | +2.29% | |
| 18 | RGLD | Royal Gold Inc | 股票-原物料 | 2.36% | -1.00% | +2.03% | |
| 19 | GWW | Ww Grainger Inc | 股票-工業 | 2.22% | +0.37% | +45.20% | |
| 20 | WRB | Wr Berkley CORP | 股票-金融 | 2.22% | +0.08% | +1.76% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.15% | +0.09% | +433.66% | |
| 22 | GRMN | Garmin Ltd. | 股票-科技 | 2.05% | -0.24% | +1.58% | |
| 23 | FTI | TechnipFMC plc | 股票-能源 | 2.00% | -0.47% | +27.44% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.86% | -2.25% | +511.57% | |
| 25 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 1.86% | — | — | |
| 26 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.74% | — | — | |
| 27 | FTNT | Fortinet Inc | 股票-科技 | 1.73% | +1.20% | +2.95% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 1.72% | +0.59% | +30.87% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 1.43% | -0.49% | +1.20% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.42% | +0.17% | -41.36% | |
| 31 | MORN | Morningstar Inc | 股票-金融 | 1.41% | -0.15% | +17.12% | |
| 32 | MCK | Mckesson CORP | 股票-醫療保健 | 1.41% | +1.33% | — | |
| 33 | FICO | Fair Isaac CORP | 股票-科技 | 1.38% | -0.10% | +61.79% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | +0.07% | -3.07% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.48% | +0.02% | +0.38% | |
| 36 | SYBT | Stock Yards Bancorp Inc | 股票-其他 | 0.46% | — | — | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.41% | — | — | |
| 38 | TT | Trane Technologies plc | 股票-工業 | 0.29% | -0.02% | -1.39% | |
| 39 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 0.29% | +0.01% | — | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | -0.02% | -3.68% | |
| 41 | AMGN | Amgen Inc | 股票-醫療保健 | 0.23% | — | — | |
| 42 | PNC | Pnc Financial Services Group | 股票-金融 | 0.21% | +0.02% | +0.60% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.19% | -0.02% | — | |
| 44 | CHDN | Churchill Downs Inc | 股票-循環性消費 | 0.17% | -0.02% | -5.87% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.16% | -0.05% | -89.03% | |
| 46 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.15% | -0.02% | -88.33% | |
| 47 | FSLR | First Solar Inc | 股票-科技 | 0.15% | +0.02% | — | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.15% | +0.02% | -4.16% | |
| 49 | KR | Kroger Co | 股票-非循環性消費 | 0.14% | -0.02% | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.14% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +2.6% | +2.29% | 加碼 |
| 2 | MELI | Mercadolibre Inc | +2.6% | +126.65% | 加碼 |
| 3 | NVDA | Nvidia CORP | +1.7% | +0.23% | 加碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +1.7% | +433.66% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +1.6% | +511.57% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +1.4% | -5.75% | 減碼 |
| 7 | MLI | Mueller Industries Inc | +1.3% | +1.68% | 加碼 |
| 8 | ASML | ASML Holding N.V. | +1.1% | +1.49% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.9% | +1.99% | 加碼 |
| 10 | EME | Emcor Group Inc | +0.9% | +2.29% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.8% | +1.39% | 加碼 |
| 12 | GWW | Ww Grainger Inc | +0.4% | +45.20% | 加碼 |
| 13 | INTU | Intuit Inc | +0.3% | +30.87% | 加碼 |
| 14 | GRMN | Garmin Ltd. | +0.2% | +1.58% | 加碼 |
| 15 | FICO | Fair Isaac CORP | +0.2% | +61.79% | 加碼 |
| 16 | HLI | Houlihan Lokey Inc | +0.1% | -1.19% | 減碼 |
| 17 | TKO | Tko Group Holdings Inc | +0.1% | +2.41% | 加碼 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.38% | 加碼 |
| 19 | MORN | Morningstar Inc | +0.1% | +17.12% | 加碼 |
| 20 | DIS | Walt Disney Co/the | +0.1% | +86.93% | 加碼 |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +0.04% | 減碼 |
| 22 | CEG | Constellation Energy | 0% | +0.86% | 減碼 |
| 23 | JNJ | Johnson & Johnson | 0% | -3.07% | 減碼 |
| 24 | AAPL | Apple Inc | -0.1% | +0.69% | 減碼 |
| 25 | TJX | Tjx Companies Inc | -0.1% | +1.39% | 加碼 |
| 26 | SYBT | Stock Yards Bancorp Inc | -0.1% | — | 不變 |
| 27 | WRB | Wr Berkley CORP | -0.2% | +1.76% | 加碼 |
| 28 | ADBE | Adobe Inc | -0.2% | +1.20% | 加碼 |
| 29 | RGLD | Royal Gold Inc | -0.3% | +2.03% | 加碼 |
| 30 | V | Visa Inc-class A Shares | -0.6% | -1.64% | 減碼 |
| 31 | FTNT | Fortinet Inc | -0.6% | +2.95% | 加碼 |
| 32 | CHDN | Churchill Downs Inc | -1.3% | -5.87% | 減碼 |
| 33 | XOM | Exxon Mobil CORP | -1.4% | -3.68% | 減碼 |
| 34 | VRTX | Vertex Pharmaceuticals Inc | -1.8% | -41.36% | 減碼 |
| 35 | ACN | Accenture plc | -1.9% | -89.03% | 減碼 |
| 36 | LLY | Eli Lilly & Co | -2.4% | +41.20% | 減碼 |
| 37 | UNH | Unitedhealth Group Inc | -2.5% | -90.35% | 減碼 |
| 38 | PAYC | Paycom Software Inc | — | EXIT | 清倉 |
| 39 | PNW | Pinnacle West Capital Corporation | — | EXIT | 清倉 |
| 40 | FTI | TechnipFMC plc | — | NEW | 新建倉 |
| 41 | SFM | Sprouts Farmers Market Inc | — | NEW | 新建倉 |
| 42 | VEEV | Veeva Systems Inc-class A | — | NEW | 新建倉 |
| 43 | MCK | Mckesson CORP | — | NEW | 新建倉 |
| 44 | CMI | Cummins Inc | — | EXIT | 清倉 |
| 45 | HSY | Hershey Co/the | — | EXIT | 清倉 |
| 46 | LULU | Lululemon Athletica Inc | — | EXIT | 清倉 |
| 47 | NOW | Servicenow Inc | — | EXIT | 清倉 |
| 48 | TXRH | Texas Roadhouse Inc | — | NEW | 新建倉 |
| 49 | DECK | Deckers Outdoor CORP | — | EXIT | 清倉 |
| 50 | COF | Capital One Financial CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Barlow Wealth Partners, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$9.3億，共申報了 131 個公開持股部位。
在 Q3 2025 季度，Barlow Wealth Partners, LLC 按市值排列的前三大核心持股分別為：GOOG (7.0%)、MSFT (5.7%)、NVDA (4.5%)。其中最大持股部位 GOOG 佔據整體投資組合約 7.0% 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
FTI
市值: US$1799.6萬
本季最大獲利了結 / 清倉標的
PAYC
前期市值: US$2247.2萬
在 Q3 2025 季度中，Barlow Wealth Partners, LLC 共進行了 49 項持倉異動，包含新建倉 6 個部位、加碼 23 個部位、減碼 13 個部位以及清倉 7 個部位。 其中最大新建倉標的為 FTI。 本季清倉部位包含 PAYC。
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。