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
1197 檔
21.6%
在 Q3 2025 申報期間，Bartlett & Co. Wealth Management LLC（CIK: 0002010186）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$79.9億，共持有 1197 個公開申報部位。
在 Q3 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 26 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, GOOG）累計市值佔比達 21.6%，是驅動 Bartlett & Co. Wealth Management LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1197 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 | 6.72% | -0.59% | -1.02% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.75% | +0.14% | -1.39% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.49% | -0.65% | -2.25% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.15% | +0.12% | -1.58% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.74% | — | +0.70% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.73% | +0.08% | -1.73% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.65% | +0.11% | +0.09% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.64% | -0.44% | +0.81% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.50% | -0.01% | -0.79% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.20% | -0.02% | -1.81% | |
| 11 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.96% | -0.08% | -1.83% | |
| 12 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.82% | -0.04% | -2.94% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.74% | -0.17% | -1.78% | |
| 14 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.73% | -0.10% | -1.99% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.68% | +0.09% | +4.62% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.53% | -0.10% | +0.69% | |
| 17 | LIN | Linde plc | 股票-原物料 | 1.48% | +0.04% | -5.55% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.37% | -0.19% | -4.38% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 1.29% | +0.11% | -2.08% | |
| 20 | DE | Deere & Co | 股票-工業 | 1.25% | +0.11% | +3.65% | |
| 21 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.23% | -0.03% | +0.73% | |
| 22 | INTU | Intuit Inc | 股票-科技 | 1.19% | -0.33% | +2.21% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.11% | -0.15% | -3.05% | |
| 24 | ETN | Eaton Corporation plc | 股票-工業 | 1.08% | — | +9.82% | |
| 25 | ADI | Analog Devices Inc | 股票-科技 | 1.08% | -0.04% | +0.39% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.06% | -0.17% | -5.75% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.02% | -0.19% | -2.37% | |
| 28 | DUK | Duke Energy CORP | 股票-公用事業 | 0.96% | -0.02% | -0.18% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.95% | -0.24% | -3.71% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.89% | +0.01% | -0.95% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.87% | -0.11% | +0.94% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.84% | -0.12% | +2.64% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.84% | +0.07% | +7.17% | |
| 34 | ASML | ASML Holding N.V. | 股票-科技 | 0.82% | +0.44% | -1.85% | |
| 35 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.79% | +0.06% | -1.23% | |
| 36 | WM | Waste Management Inc | 股票-工業 | 0.79% | -0.05% | -1.98% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.76% | -0.08% | -0.79% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.76% | -0.01% | +1.19% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | +0.10% | +2.43% | |
| 40 | ITW | Illinois Tool Works | 股票-工業 | 0.71% | +0.03% | -1.52% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.70% | +0.16% | +5.35% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | +0.02% | -0.39% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.70% | -0.02% | +0.76% | |
| 44 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.69% | -0.26% | -2.31% | |
| 45 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 0.68% | -0.02% | -2.70% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.66% | +0.03% | -7.04% | |
| 47 | AMT | American Tower CORP | 股票-房地產 | 0.64% | -0.01% | -5.92% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | +0.08% | -5.06% | |
| 49 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.57% | +0.01% | -11.12% | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.54% | -0.03% | +2.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | -1.02% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +1.2% | -2.25% | 減碼 |
| 3 | NVDA | Nvidia CORP | +1.1% | +0.70% | 加碼 |
| 4 | ETN | Eaton Corporation plc | +0.9% | +9.82% | 加碼 |
| 5 | PANW | Palo Alto Networks Inc | +0.5% | +4878.67% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | -1.58% | 減碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | -4.38% | 減碼 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +0.69% | 加碼 |
| 9 | VOO | Vanguard S&p 500 ETF | +0.3% | -1.73% | 加碼 |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.3% | — | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.3% | +0.81% | 加碼 |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +4.62% | 加碼 |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | +229.64% | 加碼 |
| 14 | BIV | Vanguard Intermediate-term B | +0.2% | +8889.56% | 加碼 |
| 15 | ASML | ASML Holding N.V. | +0.1% | -1.85% | 減碼 |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.35% | 加碼 |
| 17 | ADI | Analog Devices Inc | +0.1% | +0.39% | 加碼 |
| 18 | IEMG | Ishares Core Msci Emerging | +0.1% | -0.28% | 加碼 |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.39% | 加碼 |
| 20 | AVGO | Broadcom Inc | +0.1% | +5.78% | 加碼 |
| 21 | ORCL | Oracle CORP | +0.1% | -0.92% | 加碼 |
| 22 | AAPL | Apple Inc | +0.1% | -1.39% | 減碼 |
| 23 | TJX | Tjx Companies Inc | +0.1% | -1.83% | 減碼 |
| 24 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.43% | 加碼 |
| 25 | TSLA | Tesla Inc | +0.1% | +0.78% | 加碼 |
| 26 | LH | Labcorp Holdings Inc | +0.1% | -1.23% | 減碼 |
| 27 | INTU | Intuit Inc | +0.1% | +2.21% | 加碼 |
| 28 | AXP | American Express Co | 0% | -0.43% | 減碼 |
| 29 | NEE | Nextera Energy Inc | -0.1% | -3.05% | 加碼 |
| 30 | LOW | Lowe's Cos Inc | -0.1% | -1.99% | 減碼 |
| 31 | MCD | Mcdonald's CORP | -0.1% | -7.84% | 減碼 |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -23.64% | 減碼 |
| 33 | ZTS | Zoetis Inc | -0.2% | -2.31% | 加碼 |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | +2.62% | 加碼 |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | -7.04% | 減碼 |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -39.79% | 減碼 |
| 37 | MA | Mastercard Inc - A | -0.2% | -0.79% | 減碼 |
| 38 | NKE | Nike Inc -cl B | -0.2% | -25.94% | 減碼 |
| 39 | BAH | Booz Allen Hamilton Holdings | -0.2% | -2.70% | 減碼 |
| 40 | AMT | American Tower CORP | -0.3% | -5.92% | 減碼 |
| 41 | CVX | Chevron CORP | -0.3% | -2.37% | 減碼 |
| 42 | PEP | Pepsico Inc | -0.3% | -5.75% | 減碼 |
| 43 | COST | Costco Wholesale CORP | -0.3% | -1.78% | 減碼 |
| 44 | AMGN | Amgen Inc | -0.3% | -2.08% | 減碼 |
| 45 | ACN | Accenture plc | -0.4% | -3.71% | 減碼 |
| 46 | UNH | Unitedhealth Group Inc | -0.5% | +7.17% | 加碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +0.09% | 減碼 |
| 48 | PG | Procter & Gamble Co/the | -0.6% | -1.81% | 減碼 |
| 49 | FDX | Fedex CORP | -0.7% | -13.70% | 減碼 |
| 50 | FCF | First Commonwealth Finl CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Bartlett & Co. Wealth Management LLC 在 Q3 2025 季度的美股持倉總市值約為 US$79.9億，共申報了 1197 個公開持股部位。
在 Q3 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 (6.7%)、AAPL (5.8%)、GOOG (4.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.7% 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$1328.5萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$3.8億
在 Q3 2025 季度中，Bartlett & Co. Wealth Management LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 23 個部位、減碼 26 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。