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
169 檔
30.8%
根據最新整理的 13F 季度數據集，Bath Savings Trust Co 於 Q4 2025 結束時的管理資產規模為 US$9.7億。該機構在本季度申報了 169 檔美股持倉，呈現出該時期的主要投資地圖。
Bath Savings Trust Co 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 31 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, TJX, GOOGL）占據了總市值的 30.8%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 7.45% | +0.70% | -1.04% | |
| 2 | TJX | Tjx Companies Inc | 股票-循環性消費 | 6.05% | -0.65% | -1.09% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.89% | +1.11% | -1.96% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 5.67% | -0.08% | -0.47% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.58% | -0.07% | -0.48% | |
| 6 | SYK | Stryker CORP | 股票-醫療保健 | 3.95% | -0.32% | -0.04% | |
| 7 | INTU | Intuit Inc | 股票-科技 | 3.41% | -1.01% | +1.29% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.69% | -0.06% | -0.86% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.62% | +0.74% | +16.85% | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 2.57% | +0.10% | -0.67% | |
| 11 | BR | Broadridge Financial Solutio | 股票-科技 | 2.48% | -0.61% | -0.68% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.22% | -0.22% | +0.19% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.14% | -0.40% | -0.06% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.09% | +0.36% | +3.54% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.08% | -0.15% | +12.28% | |
| 16 | ECL | Ecolab Inc | 股票-原物料 | 2.03% | +0.08% | +3.05% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.80% | -0.61% | -0.87% | |
| 18 | HEI | Heico CORP | 股票-工業 | 1.46% | +0.40% | +0.80% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | +0.29% | -0.99% | |
| 20 | DHR | Danaher CORP | 股票-醫療保健 | 1.30% | -0.15% | -3.67% | |
| 21 | WSO | Watsco Inc | 股票-工業 | 1.29% | +0.15% | -1.29% | |
| 22 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.17% | -0.10% | -1.69% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 1.11% | +0.17% | -6.48% | |
| 24 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.07% | -0.09% | -17.89% | |
| 25 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.06% | +0.03% | +0.01% | |
| 26 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.05% | -0.05% | +12.33% | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.98% | -0.17% | -3.80% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.97% | -0.01% | -2.17% | |
| 29 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.93% | -0.02% | +13.09% | |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.89% | -0.52% | -4.52% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.89% | -0.18% | -4.16% | |
| 32 | APH | Amphenol Corp-cl A | 股票-科技 | 0.86% | +0.38% | +14.05% | |
| 33 | EQIX | Equinix Inc | 股票-房地產 | 0.72% | +0.03% | -4.74% | |
| 34 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.72% | -0.10% | -0.26% | |
| 35 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.68% | — | -2.21% | |
| 36 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.66% | -0.38% | -10.83% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.65% | -0.06% | +20.04% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | -0.02% | -2.37% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.62% | +0.10% | +0.87% | |
| 40 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.60% | +0.04% | +5.26% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | +0.04% | -1.64% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.56% | +0.38% | -0.60% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.56% | +0.02% | -1.31% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | — | -2.33% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.54% | -0.12% | +0.21% | |
| 46 | FDS | Factset Research Systems Inc | 股票-金融 | 0.53% | -0.10% | -34.40% | |
| 47 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.51% | -0.04% | +0.85% | |
| 48 | AMT | American Tower CORP | 股票-房地產 | 0.48% | -0.04% | -54.14% | |
| 49 | BCPC | Balchem CORP | 股票-原物料 | 0.46% | -0.08% | -3.21% | |
| 50 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 0.45% | -0.09% | -1.58% |
| # | 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 | +1.3% | -1.96% | 減碼 |
| 2 | LLY | Eli Lilly & Co | +1% | +16.85% | 加碼 |
| 3 | AAPL | Apple Inc | +0.5% | -1.04% | 減碼 |
| 4 | TJX | Tjx Companies Inc | +0.3% | -1.09% | 減碼 |
| 5 | SNPS | Synopsys Inc | +0.2% | +114.30% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +3.54% | 加碼 |
| 7 | APH | Amphenol Corp-cl A | +0.2% | +14.05% | 加碼 |
| 8 | ISRG | Intuitive Surgical Inc | +0.2% | -0.26% | 減碼 |
| 9 | NEE | Nextera Energy Inc | +0.2% | +0.19% | 加碼 |
| 10 | DHR | Danaher CORP | +0.1% | -3.67% | 減碼 |
| 11 | BSV | Vanguard Short-term Bond ETF | +0.1% | +20.04% | 加碼 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -0.87% | 減碼 |
| 13 | COST | Costco Wholesale CORP | +0.1% | +12.28% | 加碼 |
| 14 | JKHY | Jack Henry & Associates Inc | +0.1% | -1.58% | 減碼 |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +172.35% | 加碼 |
| 16 | ETN | Eaton Corporation plc | +0.1% | +398.63% | 加碼 |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +52.74% | 加碼 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -9.62% | 減碼 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -2.37% | 減碼 |
| 20 | INTU | Intuit Inc | 0% | +1.29% | 加碼 |
| 21 | VUG | Vanguard Growth ETF | -0.1% | -6.48% | 減碼 |
| 22 | AJG | Arthur J Gallagher & Co | -0.1% | +13.09% | 加碼 |
| 23 | GD | General Dynamics CORP | -0.1% | -11.92% | 減碼 |
| 24 | PG | Procter & Gamble Co/the | -0.1% | -2.33% | 減碼 |
| 25 | EQIX | Equinix Inc | -0.1% | -4.74% | 減碼 |
| 26 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -30.72% | 減碼 |
| 27 | CTAS | Cintas CORP | -0.1% | -1.96% | 減碼 |
| 28 | ZTS | Zoetis Inc | -0.1% | -47.48% | 減碼 |
| 29 | HON | Honeywell International Inc | -0.1% | -42.51% | 減碼 |
| 30 | ORCL | Oracle CORP | -0.1% | +0.96% | 加碼 |
| 31 | SYY | Sysco CORP | -0.1% | -7.83% | 減碼 |
| 32 | SHW | Sherwin-williams Co/the | -0.1% | +0.01% | 加碼 |
| 33 | ORLY | O'reilly Automotive Inc | -0.1% | +0.85% | 加碼 |
| 34 | ABT | Abbott Laboratories | -0.1% | -0.06% | 減碼 |
| 35 | NKE | Nike Inc -cl B | -0.1% | -10.83% | 減碼 |
| 36 | BR | Broadridge Financial Solutio | -0.2% | -0.68% | 減碼 |
| 37 | SYK | Stryker CORP | -0.2% | -0.04% | 減碼 |
| 38 | GLD | Spdr Gold Shares | -0.2% | -47.18% | 減碼 |
| 39 | HD | Home Depot Inc | -0.2% | -2.17% | 減碼 |
| 40 | VEEV | Veeva Systems Inc-class A | -0.2% | +12.33% | 加碼 |
| 41 | FDS | Factset Research Systems Inc | -0.3% | -34.40% | 減碼 |
| 42 | WSO | Watsco Inc | -0.3% | -1.29% | 減碼 |
| 43 | CHD | Church & Dwight Co Inc | -0.3% | -17.89% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.3% | -0.48% | 減碼 |
| 45 | ADP | Automatic Data Processing | -0.4% | -0.67% | 減碼 |
| 46 | AMT | American Tower CORP | -0.7% | -54.14% | 減碼 |
| 47 | FISV | Fiserv Inc | -1.3% | -89.44% | 減碼 |
| 48 | SLV | Ishares Silver Trust | — | NEW | 新建倉 |
| 49 | VMC | Vulcan Materials Co | — | NEW | 新建倉 |
| 50 | TSLA | Tesla Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Bath Savings Trust Co 在 Q4 2025 季度的美股持倉總市值約為 US$9.7億，共申報了 169 個公開持股部位。
在 Q4 2025 季度，Bath Savings Trust Co 按市值排列的前三大核心持股分別為：AAPL (7.5%)、TJX (6.0%)、GOOGL (5.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.5% 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
SLV
市值: US$193.5萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$7060.8萬
在 Q4 2025 季度中，Bath Savings Trust Co 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 16 個部位、減碼 31 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SLV。
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。