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: 0000313028
申報總市值
US$329.8億
US$329.8億
349 檔
11.9%
Q3 2025 季度申報顯示，Barrow Hanley Mewhinney & Strauss LLC 揭露的美股組合總市值為 US$329.8億，涵蓋 349 個不同之權益投資部位。
Q3 2025 的申報記錄反映 Barrow Hanley Mewhinney & Strauss LLC 的板塊替換策略：機構本季推動了 93 筆增持與 101 筆減持，籌碼呈現明顯的結構重組。
整體而言，Barrow Hanley Mewhinney & Strauss LLC 的前 5 大持股（包含 CCL1EUR, ETR, MCHP）貢獻了組合市值的 11.9%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 349 檔）
| # | 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 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 3.32% | -2.51% | EXIT | |
| 2 | ETR | Entergy CORP | 股票-公用事業 | 2.45% | -0.54% | -14.92% | |
| 3 | MCHP | Microchip Technology Inc | 股票-科技 | 2.26% | -0.61% | +25.69% | |
| 4 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.22% | -0.10% | +0.77% | |
| 5 | ENTG | Entegris Inc | 股票-科技 | 2.20% | -0.63% | +5.85% | |
| 6 | QCOM | Qualcomm Inc | 股票-科技 | 2.09% | -0.98% | +2.58% | |
| 7 | APTV | Aptiv PLC | 股票-循環性消費 | 2.08% | +0.83% | -6.89% | |
| 8 | PNW | Pinnacle West Capital | 股票-公用事業 | 2.06% | -0.18% | +8.54% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 2.05% | -0.03% | -0.79% | |
| 10 | APD | Air Products & Chemicals Inc | 股票-原物料 | 2.00% | -0.27% | +0.94% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.98% | -0.26% | -14.83% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.91% | -0.20% | — | |
| 13 | LEN | Lennar Corp-a | 股票-循環性消費 | 1.90% | -0.04% | +14.60% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.87% | -1.00% | +322.44% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.79% | -0.83% | +3.78% | |
| 16 | PSA | Public Storage | 股票-房地產 | 1.79% | +0.02% | +5.24% | |
| 17 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.73% | -0.75% | EXIT | |
| 18 | PLD | Prologis Inc | 股票-房地產 | 1.69% | -1.06% | +8.78% | |
| 19 | AIG | American International Group | 股票-金融 | 1.69% | — | -1.96% | |
| 20 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 1.67% | +0.44% | +0.89% | |
| 21 | WAL | Western Alliance Bancorp | 股票-金融 | 1.65% | -0.02% | +36.52% | |
| 22 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.59% | +0.70% | -0.57% | |
| 23 | AXTA | Axalta Coating Systems Ltd. | 股票-原物料 | 1.43% | +0.16% | +12.78% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.40% | +0.01% | -16.57% | |
| 25 | AVTR | Avantor Inc | 股票-醫療保健 | 1.37% | +0.02% | +10.76% | |
| 26 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 1.37% | -0.24% | +0.18% | |
| 27 | PSX | Phillips 66 | 股票-能源 | 1.36% | -0.25% | -1.02% | |
| 28 | FIS | Fidelity National Info Serv | 股票-科技 | 1.36% | -0.22% | -28.83% | |
| 29 | FTV | Fortive CORP | 股票-科技 | 1.36% | -0.06% | +55.17% | |
| 30 | MDT | Medtronic plc | 股票-醫療保健 | 1.33% | -0.27% | +0.01% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 1.29% | -0.15% | +0.12% | |
| 32 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.28% | -1.25% | -1.33% | |
| 33 | NICE | Nice LTD - Spon Adr | 股票-科技 | 1.28% | — | +2.71% | |
| 34 | AXP | American Express Co | 股票-金融 | 1.28% | -0.07% | -0.82% | |
| 35 | SLM | Slm CORP | 股票-金融 | 1.27% | +0.14% | +2.53% | |
| 36 | VICI | Vici Properties Inc | 股票-房地產 | 1.22% | -0.24% | -0.92% | |
| 37 | EG | Everest Group, Ltd. | 股票-金融 | 1.11% | -0.04% | +6.15% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.11% | +0.66% | +0.40% | |
| 39 | PM | Philip Morris International | 股票-非循環性消費 | 1.11% | -0.02% | -11.88% | |
| 40 | CRH | CRH plc | 股票-原物料 | 1.09% | +0.09% | -0.80% | |
| 41 | SNY | Sanofi-adr | 股票-醫療保健 | 1.07% | -0.58% | -2.11% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | +0.06% | +46.72% | |
| 43 | CIEN | Ciena CORP | 股票-科技 | 1.00% | -0.18% | -49.22% | |
| 44 | AMT | American Tower CORP | 股票-房地產 | 0.97% | +0.12% | — | |
| 45 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 0.97% | -0.05% | +4.25% | |
| 46 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 0.93% | — | +43.78% | |
| 47 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.92% | -0.21% | EXIT | |
| 48 | ACM | Aecom | 股票-工業 | 0.92% | +0.37% | +0.70% | |
| 49 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.90% | — | +1.47% | |
| 50 | COF | Capital One Financial CORP | 股票-金融 | 0.90% | -0.04% | -0.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ENTG | Entegris Inc | +1.2% | +5.85% | 加碼 |
| 2 | MCHP | Microchip Technology Inc | +0.9% | +25.69% | 加碼 |
| 3 | CCL1EUR | Carnival CORP LTD | +0.8% | +0.81% | 加碼 |
| 4 | LEN | Lennar Corp-a | +0.7% | +14.60% | 加碼 |
| 5 | APTV | Aptiv PLC | +0.6% | -6.89% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +46.72% | 加碼 |
| 7 | 6D8 | Dupont De Nemours Inc | +0.5% | +35.20% | 加碼 |
| 8 | WCC | Wesco International Inc | +0.4% | +19.48% | 加碼 |
| 9 | WAL | Western Alliance Bancorp | +0.4% | +36.52% | 加碼 |
| 10 | BAC | Bank Of America CORP | +0.3% | -0.79% | 加碼 |
| 11 | SLM | Slm CORP | +0.3% | +2.53% | 加碼 |
| 12 | WYNN | Wynn Resorts LTD | +0.3% | +0.18% | 減碼 |
| 13 | ECG | Everus Construction Group | +0.3% | -9.36% | 減碼 |
| 14 | FTV | Fortive CORP | +0.3% | +55.17% | 加碼 |
| 15 | VRT | Vertiv Holdings Co-a | +0.3% | -36.91% | 減碼 |
| 16 | ORCL | Oracle CORP | +0.3% | -16.57% | 減碼 |
| 17 | JNJ | Johnson & Johnson | +0.3% | +0.77% | 減碼 |
| 18 | ACM | Aecom | +0.3% | +0.70% | 加碼 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.3% | +10.47% | 加碼 |
| 20 | LFUS | Littelfuse Inc | +0.3% | +32.06% | 加碼 |
| 21 | AXP | American Express Co | +0.2% | -0.82% | 加碼 |
| 22 | CIEN | Ciena CORP | +0.2% | -49.22% | 減碼 |
| 23 | BNS | Bank Of Nova Scotia | +0.1% | -1.45% | 減碼 |
| 24 | AIN | Albany Intl Corp-cl A | +0.1% | +35.53% | 加碼 |
| 25 | DIOD | Diodes Inc | +0.1% | -5.58% | 加碼 |
| 26 | MTRN | Materion CORP | +0.1% | -5.60% | 加碼 |
| 27 | HLIO | Helios Technologies Inc | +0.1% | -7.58% | 加碼 |
| 28 | QCOM | Qualcomm Inc | +0.1% | +2.58% | 加碼 |
| 29 | COHR | Coherent CORP | +0.1% | -14.11% | 減碼 |
| 30 | LITE | Lumentum Holdings Inc | +0.1% | -40.89% | 減碼 |
| 31 | TSEM | Tower Semiconductor Ltd. | +0.1% | -28.90% | 減碼 |
| 32 | KN | Knowles CORP | +0.1% | -5.60% | 加碼 |
| 33 | PLD | Prologis Inc | +0.1% | +8.78% | 加碼 |
| 34 | LVS | Las Vegas Sands CORP | +0.1% | +43.78% | 減碼 |
| 35 | EXTR | Extreme Networks Inc | +0.1% | -5.60% | 加碼 |
| 36 | LOB | Live Oak Bancshares Inc | +0.1% | -5.57% | 加碼 |
| 37 | VEA | Vanguard Ftse Developed ETF | +0.1% | +242.97% | 加碼 |
| 38 | WMG | Warner Music Group Corp-cl A | 0% | +4.25% | 加碼 |
| 39 | JEF | Jefferies Financial Group In | 0% | +0.09% | 加碼 |
| 40 | SXI | Standex International CORP | 0% | -5.60% | 加碼 |
| 41 | WFC | Wells Fargo & Co | 0% | +0.12% | 減碼 |
| 42 | ELAN | Elanco Animal Health Inc | 0% | -33.99% | 減碼 |
| 43 | TILE | Interface Inc | 0% | -8.31% | 減碼 |
| 44 | EXP | Eagle Materials Inc | 0% | +28269.40% | 加碼 |
| 45 | DAR | Darling Ingredients Inc | 0% | +5.95% | 加碼 |
| 46 | ROCK | Gibraltar Industries Inc | 0% | +4.16% | 加碼 |
| 47 | THRM | Gentherm Inc | 0% | -5.60% | 加碼 |
| 48 | DCH | Dauch Corporation | 0% | -5.59% | 減碼 |
| 49 | CNK | Cinemark Holdings Inc | 0% | +45.25% | 加碼 |
| 50 | LHX | L3harris Technologies Inc | 0% | -2.75% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Barrow Hanley Mewhinney & Strauss LLC 在 Q3 2025 季度的美股持倉總市值約為 US$329.8億，共申報了 349 個公開持股部位。
在 Q3 2025 季度，Barrow Hanley Mewhinney & Strauss LLC 按市值排列的前三大核心持股分別為：CCL1EUR (3.3%)、ETR (2.5%)、MCHP (2.3%)。其中最大持股部位 CCL1EUR 佔據整體投資組合約 3.3% 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
BRK-B
市值: US$6.0億
本季最大獲利了結 / 清倉標的
HES
前期市值: US$4.1億
在 Q3 2025 季度中，Barrow Hanley Mewhinney & Strauss LLC 共進行了 194 項持倉異動，包含新建倉 30 個部位、加碼 63 個部位、減碼 71 個部位以及清倉 30 個部位。 其中最大新建倉標的為 BRK-B。 本季清倉部位包含 HES。
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。