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: 0001961635
申報總市值
US$3.2億
US$3.2億
156 檔
13.9%
Beacon Investment Advisors LLC 在 Q1 2025 季度的美股部位總計估值為 US$3.2億，分散於 156 個持倉標的之中，反映其市場參與廣度與投資規模。
Beacon Investment Advisors LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 6 檔股票的新建倉與 106 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 BRK-B, MSFT, AAPL）累計市值佔比達 13.9%，是驅動 Beacon Investment Advisors LLC 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.63% | -0.63% | -0.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.02% | -0.65% | +0.32% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.97% | -0.19% | +0.14% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.68% | -0.48% | +0.07% | |
| 5 | AMAT | Applied Materials Inc | 股票-科技 | 2.55% | +3.81% | +0.19% | |
| 6 | MAR | Marriott International -cl A | 股票-循環性消費 | 2.48% | -0.12% | +0.31% | |
| 7 | DE | Deere & Co | 股票-工業 | 2.46% | -0.12% | +0.23% | |
| 8 | INTU | Intuit Inc | 股票-科技 | 2.39% | -0.79% | +0.23% | |
| 9 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 2.12% | -0.09% | +0.18% | |
| 10 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 2.04% | -0.25% | +0.26% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 1.65% | -0.04% | +0.16% | |
| 12 | CSTM | Constellium SE | 股票-其他 | 1.61% | +0.24% | +8.27% | |
| 13 | GNRC | Generac Holdings Inc | 股票-工業 | 1.56% | +0.54% | -0.08% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.52% | -0.41% | +0.27% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.52% | +0.40% | +0.39% | |
| 16 | NVR | Nvr Inc | 股票-循環性消費 | 1.49% | -0.15% | — | |
| 17 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.44% | -0.24% | -0.01% | |
| 18 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.40% | -0.10% | +25.22% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 1.39% | -0.44% | +4.59% | |
| 20 | GHC | Graham Holdings Co-class B | 股票-工業 | 1.32% | -0.12% | +0.03% | |
| 21 | RHP | Ryman Hospitality Properties | 股票-房地產 | 1.32% | +0.17% | +0.41% | |
| 22 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工業 | 1.30% | -0.09% | +0.39% | |
| 23 | AXP | American Express Co | 股票-金融 | 1.19% | +0.02% | — | |
| 24 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 1.13% | +0.21% | +0.09% | |
| 25 | OBDC | Blue Owl Capital CORP | 股票-金融 | 1.07% | -0.12% | +2.41% | |
| 26 | VLO | Valero Energy CORP | 股票-能源 | 1.04% | -0.19% | +0.50% | |
| 27 | FDX | Fedex CORP | 股票-工業 | 1.01% | -0.32% | +1.07% | |
| 28 | TWI | Titan International Inc | 股票-其他 | 0.94% | -0.04% | +0.44% | |
| 29 | HAE | Haemonetics Corp/mass | 股票-其他 | 0.92% | +0.08% | +143.15% | |
| 30 | CTRA | Coterra Energy Inc | 股票-能源 | 0.90% | -0.21% | EXIT | |
| 31 | FFIV | F5 Inc | 股票-科技 | 0.90% | +0.11% | — | |
| 32 | UPS | United Parcel Service-cl B | 股票-工業 | 0.88% | -0.06% | +1.48% | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 0.79% | +0.34% | +0.75% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.06% | +0.94% | |
| 35 | BAX | Baxter International Inc | 股票-醫療保健 | 0.77% | — | -0.17% | |
| 36 | SYY | Sysco CORP | 股票-非循環性消費 | 0.76% | -0.01% | +0.50% | |
| 37 | ENB | Enbridge Inc | 股票-能源 | 0.76% | -0.12% | +0.26% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.76% | -0.05% | +0.53% | |
| 39 | LHX | L3harris Technologies Inc | 股票-工業 | 0.76% | -0.30% | +0.09% | |
| 40 | HON | Honeywell International Inc | 股票-工業 | 0.75% | -0.65% | EXIT | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.75% | -0.07% | +0.04% | |
| 42 | CMI | Cummins Inc | 股票-工業 | 0.74% | +0.01% | +1.03% | |
| 43 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.73% | -0.03% | -0.62% | |
| 44 | CALM | Cal-maine Foods Inc | 股票-非循環性消費 | 0.73% | -0.08% | +0.85% | |
| 45 | RWT | Redwood Trust Inc | 股票-其他 | 0.71% | -0.15% | +0.49% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | +0.04% | +0.03% | |
| 47 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.64% | -0.08% | +0.31% | |
| 48 | BKE | Buckle Inc/the | 股票-其他 | 0.63% | -0.19% | +4.17% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.62% | +0.08% | +0.85% | |
| 50 | RTX | Rtx CORP | 股票-工業 | 0.59% | -0.12% | +0.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | -0.01% | 減碼 |
| 2 | HAE | Haemonetics Corp/mass | +0.5% | +143.15% | 加碼 |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.4% | NEW | 新建倉 |
| 4 | DE | Deere & Co | +0.3% | +0.23% | 加碼 |
| 5 | DRI | Darden Restaurants Inc | +0.2% | +0.18% | 加碼 |
| 6 | TWI | Titan International Inc | +0.2% | +0.44% | 加碼 |
| 7 | CASY | Casey's General Stores Inc | +0.2% | +0.26% | 加碼 |
| 8 | FVD | First Trust Value Line Dvd | +0.2% | NEW | 新建倉 |
| 9 | PG | Procter & Gamble Co/the | +0.1% | NEW | 新建倉 |
| 10 | CVS | Cvs Health CORP | +0.1% | +0.07% | 加碼 |
| 11 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | 新建倉 |
| 12 | GHC | Graham Holdings Co-class B | +0.1% | +0.03% | 加碼 |
| 13 | PM | Philip Morris International | +0.1% | NEW | 新建倉 |
| 14 | PWV | Invesco Large Cap Value ETF | +0.1% | NEW | 新建倉 |
| 15 | VZ | Verizon Communications Inc | +0.1% | +10.52% | 加碼 |
| 16 | BAX | Baxter International Inc | +0.1% | -0.17% | 減碼 |
| 17 | CTRA | Coterra Energy Inc | +0.1% | -0.36% | 減碼 |
| 18 | KO | Coca-cola Co/the | +0.1% | +0.04% | 加碼 |
| 19 | CSTM | Constellium SE | +0.1% | +8.27% | 加碼 |
| 20 | COST | Costco Wholesale CORP | +0.1% | +0.07% | 加碼 |
| 21 | VLO | Valero Energy CORP | +0.1% | +0.50% | 加碼 |
| 22 | RTX | Rtx CORP | +0.1% | +0.05% | 加碼 |
| 23 | ABT | Abbott Laboratories | +0.1% | — | 不變 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +0.39% | 加碼 |
| 25 | T | At&t Inc | +0.1% | +0.57% | 加碼 |
| 26 | JNJ | Johnson & Johnson | +0.1% | +0.16% | 加碼 |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +0.81% | 加碼 |
| 28 | NEM | Newmont CORP | +0.1% | — | 不變 |
| 29 | FFIV | F5 Inc | +0.1% | — | 不變 |
| 30 | FAST | Fastenal Co | +0.1% | +0.41% | 加碼 |
| 31 | PSX | Phillips 66 | +0.1% | +0.20% | 加碼 |
| 32 | DEO | Diageo Plc-sponsored Adr | +0.1% | +25.22% | 加碼 |
| 33 | AMGN | Amgen Inc | 0% | -0.75% | 減碼 |
| 34 | CVX | Chevron CORP | 0% | -4.90% | 減碼 |
| 35 | SO | Southern Co/the | 0% | +3.26% | 加碼 |
| 36 | MDT | Medtronic plc | 0% | -0.21% | 減碼 |
| 37 | VICI | Vici Properties Inc | 0% | +7.01% | 加碼 |
| 38 | ENB | Enbridge Inc | 0% | +0.26% | 加碼 |
| 39 | IBM | Intl Business Machines CORP | 0% | +5.38% | 加碼 |
| 40 | AJG | Arthur J Gallagher & Co | 0% | +7.27% | 加碼 |
| 41 | DUK | Duke Energy CORP | 0% | +3.90% | 加碼 |
| 42 | BSET | Bassett Furniture Inds | 0% | -0.02% | 減碼 |
| 43 | TRV | Travelers Cos Inc/the | 0% | +0.20% | 加碼 |
| 44 | JPM | Jpmorgan Chase & Co | 0% | +0.94% | 加碼 |
| 45 | INVH | Invitation Homes Inc | 0% | +0.37% | 加碼 |
| 46 | CTAS | Cintas CORP | 0% | +5.62% | 加碼 |
| 47 | BMY | Bristol-myers Squibb Co | 0% | +0.59% | 加碼 |
| 48 | MSM | Msc Industrial Direct Co-a | 0% | +0.31% | 加碼 |
| 49 | MKL | Markel Group Inc | 0% | — | 不變 |
| 50 | RWT 5.75 10-01-25債券 | Rwt Holdings Inc | 0% | +215.00% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Beacon Investment Advisors LLC 在 Q1 2025 季度的美股持倉總市值約為 US$3.2億，共申報了 156 個公開持股部位。
在 Q1 2025 季度，Beacon Investment Advisors LLC 按市值排列的前三大核心持股分別為：BRK-B (6.6%)、MSFT (5.0%)、AAPL (4.0%)。其中最大持股部位 BRK-B 佔據整體投資組合約 6.6% 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
IVW
市值: US$86.7萬
本季最大獲利了結 / 清倉標的
DLR
前期市值: US$22.1萬
在 Q1 2025 季度中，Beacon Investment Advisors LLC 共進行了 138 項持倉異動，包含新建倉 6 個部位、加碼 106 個部位、減碼 22 個部位以及清倉 4 個部位。 其中最大新建倉標的為 IVW。 本季清倉部位包含 DLR。
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。