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: 0002010186
申報總市值
US$79.9億
US$79.9億
1244 檔
19.0%
根據最新整理的 13F 季度數據集，Bartlett & Co. Wealth Management LLC 於 Q2 2025 結束時的管理資產規模為 US$79.9億。該機構在本季度申報了 1244 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2025，Bartlett & Co. Wealth Management LLC 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 23 檔、減碼 25 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
整體而言，Bartlett & Co. Wealth Management LLC 的前 5 大持股（包含 MSFT, AAPL, GOOG）貢獻了組合市值的 19.0%，形成該機構在 Q2 2025 季度的基本面基石。
僅顯示前 200 大持股（共 1244 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 | MSFT | Microsoft CORP | 股票-科技 | 6.88% | -0.59% | -0.01% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.95% | +0.14% | -0.15% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.53% | -0.65% | -0.27% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.10% | +0.12% | +1.59% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.76% | -0.44% | +5.54% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.72% | +0.08% | +5.04% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.69% | +0.11% | -1.15% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.62% | -0.01% | +0.26% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.45% | -0.02% | -1.07% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.43% | — | +7.92% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.01% | -0.04% | +0.48% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.00% | -0.17% | -1.35% | |
| 13 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.80% | -0.08% | -0.67% | |
| 14 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.65% | -0.10% | -0.22% | |
| 15 | LIN | Linde plc | 股票-原物料 | 1.64% | +0.04% | +1.31% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.62% | +0.09% | +7.86% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.61% | -0.10% | +6.57% | |
| 18 | INTU | Intuit Inc | 股票-科技 | 1.42% | -0.33% | +2.30% | |
| 19 | DE | Deere & Co | 股票-工業 | 1.41% | +0.11% | +0.37% | |
| 20 | AMGN | Amgen Inc | 股票-醫療保健 | 1.37% | +0.11% | +0.12% | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.26% | -0.24% | +0.02% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.12% | -0.15% | +3.69% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.11% | -0.17% | -2.57% | |
| 24 | ADI | Analog Devices Inc | 股票-科技 | 1.10% | -0.04% | -0.09% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.09% | -0.19% | -1.08% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.08% | -0.03% | +0.48% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.02% | -0.19% | -1.17% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.99% | -0.12% | +3.56% | |
| 29 | ETN | Eaton Corporation plc | 股票-工業 | 0.99% | — | +457.63% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.97% | +0.01% | +0.48% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事業 | 0.97% | -0.02% | -0.12% | |
| 32 | WM | Waste Management Inc | 股票-工業 | 0.88% | -0.05% | +0.15% | |
| 33 | SPGI | S&p Global Inc | 股票-金融 | 0.88% | -0.08% | +0.02% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.87% | -0.11% | -0.54% | |
| 35 | AMT | American Tower CORP | 股票-房地產 | 0.83% | -0.01% | -3.98% | |
| 36 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.80% | -0.26% | +4.00% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.79% | -0.01% | +1.60% | |
| 38 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.77% | +0.06% | +0.85% | |
| 39 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 0.77% | -0.02% | -9.45% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.74% | +0.07% | -0.41% | |
| 41 | ASML | ASML Holding N.V. | 股票-科技 | 0.73% | +0.44% | -7.08% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.72% | +0.03% | — | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.72% | -0.02% | +0.31% | |
| 44 | ITW | Illinois Tool Works | 股票-工業 | 0.72% | +0.03% | -0.94% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.71% | +0.10% | +6.10% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | +0.02% | +6.79% | |
| 47 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.69% | +0.01% | +2.88% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | +0.16% | +17.79% | |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.62% | -0.03% | -1.14% | |
| 50 | GD | General Dynamics CORP | 股票-工業 | 0.57% | -0.08% | -0.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.4% | -0.01% | 減碼 |
| 2 | ETN | Eaton Corporation plc | +0.9% | +457.63% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.8% | +7.92% | 加碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | +1.59% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.4% | +5.54% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.4% | +6.57% | 加碼 |
| 7 | INTU | Intuit Inc | +0.3% | +2.30% | 加碼 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.3% | +5.04% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -0.27% | 減碼 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +7.86% | 加碼 |
| 11 | ADI | Analog Devices Inc | +0.1% | -0.09% | 減碼 |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +17.79% | 加碼 |
| 13 | FCF | First Commonwealth Finl CORP | +0.1% | NEW | 新建倉 |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.79% | 加碼 |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +16.26% | 加碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.08% | 減碼 |
| 17 | AVGO | Broadcom Inc | +0.1% | -1.51% | 減碼 |
| 18 | ORCL | Oracle CORP | +0.1% | +1.26% | 加碼 |
| 19 | LH | Labcorp Holdings Inc | +0.1% | +0.85% | 加碼 |
| 20 | ASML | ASML Holding N.V. | +0.1% | -7.08% | 減碼 |
| 21 | AXP | American Express Co | +0.1% | -0.16% | 減碼 |
| 22 | DE | Deere & Co | 0% | +0.37% | 加碼 |
| 23 | IJR | Ishares Core S&p Small-cap E | 0% | +6.10% | 加碼 |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +12.83% | 加碼 |
| 25 | TMUS | T-mobile US Inc | 0% | +31.69% | 加碼 |
| 26 | DIS | Walt Disney Co/the | 0% | -4.92% | 減碼 |
| 27 | WMT | Walmart Inc | 0% | -0.99% | 減碼 |
| 28 | CRM | Salesforce Inc | — | +3.56% | 加碼 |
| 29 | COST | Costco Wholesale CORP | -0.1% | -1.35% | 減碼 |
| 30 | ABT | Abbott Laboratories | -0.1% | +0.48% | 加碼 |
| 31 | MRK | Merck & Co. Inc. | -0.1% | -11.41% | 減碼 |
| 32 | ABBV | Abbvie Inc | -0.1% | -0.86% | 減碼 |
| 33 | MA | Mastercard Inc - A | -0.1% | +0.26% | 加碼 |
| 34 | MCD | Mcdonald's CORP | -0.1% | -11.45% | 減碼 |
| 35 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -1.14% | 減碼 |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 不變 |
| 37 | ACN | Accenture plc | -0.1% | +0.02% | 加碼 |
| 38 | BAH | Booz Allen Hamilton Holdings | -0.1% | -9.45% | 減碼 |
| 39 | JNJ | Johnson & Johnson | -0.2% | -10.63% | 減碼 |
| 40 | NKE | Nike Inc -cl B | -0.2% | -74.18% | 減碼 |
| 41 | LOW | Lowe's Cos Inc | -0.2% | -0.22% | 減碼 |
| 42 | CVX | Chevron CORP | -0.3% | -1.17% | 減碼 |
| 43 | AMGN | Amgen Inc | -0.3% | +0.12% | 加碼 |
| 44 | PEP | Pepsico Inc | -0.3% | -2.57% | 減碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.3% | +0.48% | 加碼 |
| 46 | PG | Procter & Gamble Co/the | -0.4% | -1.07% | 減碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -1.15% | 減碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.6% | -0.41% | 減碼 |
| 49 | FDX | Fedex CORP | -0.6% | -73.67% | 減碼 |
| 50 | AAPL | Apple Inc | -0.7% | -0.15% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bartlett & Co. Wealth Management LLC 在 Q2 2025 季度的美股持倉總市值約為 US$79.9億，共申報了 1244 個公開持股部位。
在 Q2 2025 季度，Bartlett & Co. Wealth Management LLC 按市值排列的前三大核心持股分別為：MSFT (6.9%)、AAPL (5.0%)、GOOG (3.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.9% 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
FCF
市值: US$625.7萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$3.8億
在 Q2 2025 季度中，Bartlett & Co. Wealth Management LLC 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 23 個部位、減碼 25 個部位以及清倉 0 個部位。 其中最大新建倉標的為 FCF。
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。