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: 0001384943
申報總市值
US$9.7億
US$9.7億
168 檔
29.2%
Bath Savings Trust Co 在 Q3 2025 季度的美股部位總計估值為 US$9.7億，分散於 168 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 Bath Savings Trust Co 於 Q3 2025 季度持續回收資金，對 33 個既有部位進行裁減並清倉 1 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 AAPL, TJX, MA）累計市值佔比達 29.2%，是驅動 Bath Savings Trust Co 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 | AAPL | Apple Inc | 股票-科技 | 6.99% | +0.70% | -0.12% | |
| 2 | TJX | Tjx Companies Inc | 股票-循環性消費 | 5.71% | -0.65% | -1.02% | |
| 3 | MA | Mastercard Inc - A | 股票-金融 | 5.63% | -0.08% | -0.39% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.89% | -0.07% | -0.22% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.63% | +1.11% | -0.79% | |
| 6 | SYK | Stryker CORP | 股票-醫療保健 | 4.12% | -0.32% | +0.06% | |
| 7 | INTU | Intuit Inc | 股票-科技 | 3.45% | -1.01% | +2.15% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 2.92% | +0.10% | +0.87% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.70% | -0.06% | +0.74% | |
| 10 | BR | Broadridge Financial Solutio | 股票-科技 | 2.64% | -0.61% | -0.41% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.27% | -0.40% | +1.28% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.06% | -0.22% | +0.54% | |
| 13 | ECL | Ecolab Inc | 股票-原物料 | 2.04% | +0.08% | +3.01% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.98% | -0.15% | +0.20% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.90% | +0.36% | -0.20% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.69% | -0.61% | -0.13% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.58% | +0.74% | -0.12% | |
| 18 | WSO | Watsco Inc | 股票-工業 | 1.56% | +0.15% | -0.51% | |
| 19 | HEI | Heico CORP | 股票-工業 | 1.43% | +0.40% | -0.45% | |
| 20 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.36% | -0.09% | -7.69% | |
| 21 | FISV | Fiserv Inc | 股票-其他 | 1.34% | -0.03% | EXIT | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | +0.29% | -3.36% | |
| 23 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.24% | -0.05% | +10.46% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.16% | -0.01% | -1.33% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 1.16% | +0.17% | -0.05% | |
| 26 | DHR | Danaher CORP | 股票-醫療保健 | 1.16% | -0.15% | -8.90% | |
| 27 | AMT | American Tower CORP | 股票-房地產 | 1.14% | -0.04% | -3.09% | |
| 28 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.13% | +0.03% | +3.11% | |
| 29 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.12% | -0.10% | -0.42% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.01% | -0.17% | -0.25% | |
| 31 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.98% | -0.02% | +13.60% | |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.91% | -0.52% | -5.90% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.90% | -0.18% | -4.56% | |
| 34 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.80% | -0.38% | -4.63% | |
| 35 | FDS | Factset Research Systems Inc | 股票-金融 | 0.79% | -0.10% | -7.28% | |
| 36 | EQIX | Equinix Inc | 股票-房地產 | 0.77% | +0.03% | -5.92% | |
| 37 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.70% | — | +9.86% | |
| 38 | APH | Amphenol Corp-cl A | 股票-科技 | 0.68% | +0.38% | +58.07% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.59% | +0.10% | -0.54% | |
| 40 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.59% | -0.04% | -0.52% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | — | -2.63% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | +0.04% | -1.21% | |
| 43 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.58% | +0.04% | +13.55% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | -0.02% | -2.17% | |
| 45 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.56% | -0.10% | -0.82% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.55% | -0.12% | -0.47% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.55% | +0.38% | +1.56% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.54% | -0.06% | -1.56% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.53% | +0.02% | -0.47% | |
| 50 | CTAS | Cintas CORP | 股票-工業 | 0.47% | -0.02% | +0.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.5% | -0.79% | 減碼 |
| 2 | MSFT | Microsoft CORP | +1.2% | -0.22% | 減碼 |
| 3 | AAPL | Apple Inc | +0.6% | -0.12% | 減碼 |
| 4 | TJX | Tjx Companies Inc | +0.6% | -1.02% | 減碼 |
| 5 | VEEV | Veeva Systems Inc-class A | +0.5% | +10.46% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.5% | -3.36% | 減碼 |
| 7 | APH | Amphenol Corp-cl A | +0.5% | +58.07% | 加碼 |
| 8 | IDXX | Idexx Laboratories Inc | +0.3% | -0.42% | 減碼 |
| 9 | INTU | Intuit Inc | +0.3% | +2.15% | 加碼 |
| 10 | HEI | Heico CORP | +0.2% | -0.45% | 加碼 |
| 11 | VUG | Vanguard Growth ETF | +0.2% | -0.05% | 減碼 |
| 12 | CASY | Casey's General Stores Inc | +0.2% | +13.55% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.2% | -0.20% | 減碼 |
| 14 | ECL | Ecolab Inc | +0.2% | +3.01% | 加碼 |
| 15 | SNPS | Synopsys Inc | +0.2% | +34.16% | 加碼 |
| 16 | AJG | Arthur J Gallagher & Co | +0.1% | +13.60% | 加碼 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.56% | 加碼 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -3.74% | 減碼 |
| 19 | ORCL | Oracle CORP | +0.1% | +0.31% | 加碼 |
| 20 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +15.66% | 加碼 |
| 21 | NEE | Nextera Energy Inc | +0.1% | +0.54% | 加碼 |
| 22 | GLD | Spdr Gold Shares | +0.1% | -0.42% | 加碼 |
| 23 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +8.42% | 加碼 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +0.24% | 減碼 |
| 25 | HD | Home Depot Inc | 0% | -1.33% | 減碼 |
| 26 | ABT | Abbott Laboratories | 0% | +1.28% | 加碼 |
| 27 | TMO | Thermo Fisher Scientific Inc | -0.1% | -20.81% | 減碼 |
| 28 | MA | Mastercard Inc - A | -0.1% | -0.39% | 減碼 |
| 29 | JKHY | Jack Henry & Associates Inc | -0.1% | -0.28% | 減碼 |
| 30 | NKE | Nike Inc -cl B | -0.1% | -4.63% | 減碼 |
| 31 | WEX | Wex Inc | -0.1% | -11.89% | 減碼 |
| 32 | ZTS | Zoetis Inc | -0.1% | -17.77% | 減碼 |
| 33 | PG | Procter & Gamble Co/the | -0.1% | -2.63% | 減碼 |
| 34 | HON | Honeywell International Inc | -0.2% | -38.64% | 減碼 |
| 35 | COST | Costco Wholesale CORP | -0.2% | +0.20% | 減碼 |
| 36 | PEP | Pepsico Inc | -0.2% | -4.56% | 減碼 |
| 37 | XOM | Exxon Mobil CORP | -0.2% | -0.13% | 減碼 |
| 38 | BR | Broadridge Financial Solutio | -0.2% | -0.41% | 減碼 |
| 39 | LLY | Eli Lilly & Co | -0.2% | -0.12% | 減碼 |
| 40 | ADP | Automatic Data Processing | -0.2% | +0.87% | 加碼 |
| 41 | ACN | Accenture plc | -0.3% | -17.66% | 減碼 |
| 42 | AMT | American Tower CORP | -0.3% | -3.09% | 減碼 |
| 43 | DHR | Danaher CORP | -0.3% | -8.90% | 減碼 |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | -0.4% | -5.90% | 減碼 |
| 45 | BF-B | Brown-forman Corp-class B | -0.5% | -79.71% | 減碼 |
| 46 | WSO | Watsco Inc | -0.5% | -0.51% | 減碼 |
| 47 | FDS | Factset Research Systems Inc | -0.7% | -7.28% | 減碼 |
| 48 | CHD | Church & Dwight Co Inc | -0.8% | -7.69% | 減碼 |
| 49 | FISV | Fiserv Inc | -1.3% | -10.93% | 減碼 |
| 50 | FTV | Fortive CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Bath Savings Trust Co 在 Q3 2025 季度的美股持倉總市值約為 US$9.7億，共申報了 168 個公開持股部位。
在 Q3 2025 季度，Bath Savings Trust Co 按市值排列的前三大核心持股分別為：AAPL (7.0%)、TJX (5.7%)、MA (5.6%)。其中最大持股部位 AAPL 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。
本季最大獲利了結 / 清倉標的
FTV
前期市值: US$111.8萬
在 Q3 2025 季度中，Bath Savings Trust Co 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 16 個部位、減碼 33 個部位以及清倉 1 個部位。 本季清倉部位包含 FTV。
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。