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: 0001388142
申報總市值
US$5.0億
US$5.0億
133 檔
28.3%
在 Q4 2025 申報期間，Bedell Frazier Investment Counselling, LLC（CIK: 0001388142）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$5.0億，共持有 133 個公開申報部位。
觀察 Q4 2025 的資金脈絡，Bedell Frazier Investment Counselling, LLC 在獲利結算 3 檔個股的同時，將資本重新部署至 6 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 AAPL, GOOGL, AMZN）累計市值佔比達 28.3%，是驅動 Bedell Frazier Investment Counselling, 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 | AAPL | Apple Inc | 股票-科技 | 8.46% | -0.09% | +4.14% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.48% | -0.22% | -1.31% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.19% | -0.03% | +11.04% | |
| 4 | GLD | Spdr Gold Shares | ETF-避險與商品 | 5.05% | +0.58% | -2.42% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.80% | -0.47% | +0.74% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.67% | -0.26% | +30.92% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.40% | +0.23% | +2.28% | |
| 8 | UBER | Uber Technologies Inc | 股票-工業 | 2.23% | -2.23% | EXIT | |
| 9 | IYT | Ishares US Transportation Et | ETF-其他 | 2.07% | +0.12% | — | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.05% | +0.25% | +3.68% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.03% | +0.06% | +16.52% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.96% | -0.26% | +2.54% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工業 | 1.89% | +0.44% | +0.49% | |
| 14 | C | Citigroup Inc | 股票-金融 | 1.80% | +0.18% | +4.90% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.77% | +0.77% | -1.30% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.61% | -1.61% | EXIT | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.59% | — | -0.52% | |
| 18 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 1.53% | +0.05% | — | |
| 19 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 1.48% | +0.14% | -6.91% | |
| 20 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.47% | +0.58% | -6.54% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 1.43% | -0.07% | +112.48% | |
| 22 | ANET | Arista Networks Inc | 股票-科技 | 1.38% | -1.38% | EXIT | |
| 23 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.36% | -0.54% | -13.71% | |
| 24 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.34% | -0.14% | +4.43% | |
| 25 | EQT | Eqt CORP | 股票-能源 | 1.34% | +0.32% | +2.70% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.32% | -0.10% | +1.32% | |
| 27 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.32% | +0.25% | +43.00% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.25% | -0.11% | +2045.26% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.15% | +0.10% | +262.57% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.11% | -0.13% | +0.52% | |
| 31 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 1.10% | -0.93% | +3.44% | |
| 32 | BA | Boeing Co/the | 股票-工業 | 1.10% | -0.05% | +221.84% | |
| 33 | ALB | Albemarle CORP | 股票-原物料 | 1.09% | +0.34% | -0.19% | |
| 34 | TSLA | Tesla Inc | 股票-循環性消費 | 1.04% | -0.11% | -33.50% | |
| 35 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.02% | +0.06% | -0.30% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.01% | +0.16% | +47.35% | |
| 37 | ETN | Eaton Corporation plc | 股票-工業 | 0.89% | +0.18% | -7.44% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.06% | +0.18% | |
| 39 | ROK | Rockwell Automation Inc | 股票-工業 | 0.87% | -0.03% | -2.42% | |
| 40 | PHO | Invesco Water Resources ETF | ETF-其他 | 0.83% | — | -2.99% | |
| 41 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.79% | -0.71% | -26.67% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.78% | +0.12% | +1.62% | |
| 43 | PICK | Ishares Msci Global Metals & | ETF-其他 | 0.78% | +0.20% | -1.17% | |
| 44 | CELH | Celsius Holdings Inc | 股票-非循環性消費 | 0.76% | -0.14% | +3.03% | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.75% | -0.04% | +0.43% | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.75% | +0.16% | — | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | +0.15% | +11.83% | |
| 48 | SNOW | Snowflake Inc | 股票-科技 | 0.67% | -0.19% | +5.72% | |
| 49 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.63% | +0.06% | -0.28% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.63% | +0.01% | -29.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.1% | +30.92% | 加碼 |
| 2 | XLK | Ss Technology Select Sector | +1.1% | +2045.26% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | -1.31% | 減碼 |
| 4 | MCD | Mcdonald's CORP | +0.8% | +262.57% | 加碼 |
| 5 | BA | Boeing Co/the | +0.7% | +221.84% | 加碼 |
| 6 | BLK | Blackrock Inc | +0.7% | +112.48% | 加碼 |
| 7 | FCX | Freeport-mcmoran Inc | +0.6% | +43.00% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.5% | +11.04% | 加碼 |
| 9 | ALB | Albemarle CORP | +0.4% | -0.19% | 減碼 |
| 10 | AAPL | Apple Inc | +0.4% | +4.14% | 加碼 |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.3% | +47.35% | 加碼 |
| 12 | REGN | Regeneron Pharmaceuticals | +0.2% | -0.30% | 減碼 |
| 13 | C | Citigroup Inc | +0.2% | +4.90% | 加碼 |
| 14 | USFR | Wisdomtree Floating Rate Tre | +0.2% | +121.60% | 加碼 |
| 15 | JNJ | Johnson & Johnson | +0.2% | +2.28% | 加碼 |
| 16 | GLD | Spdr Gold Shares | +0.1% | -2.42% | 減碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -0.60% | 減碼 |
| 18 | NFLX | Netflix Inc | +0.1% | +1535.50% | 加碼 |
| 19 | PICK | Ishares Msci Global Metals & | +0.1% | -1.17% | 減碼 |
| 20 | KO | Coca-cola Co/the | +0.1% | +3.68% | 加碼 |
| 21 | IBM | Intl Business Machines CORP | 0% | +2.54% | 加碼 |
| 22 | BAC | Bank Of America CORP | 0% | +1.32% | 加碼 |
| 23 | META | Meta Platforms Inc-class A | 0% | +16.52% | 加碼 |
| 24 | LIN | Linde plc | -0.2% | -12.02% | 減碼 |
| 25 | PDBC | Invesco Optimum Yield Divers | -0.2% | -6.54% | 減碼 |
| 26 | CELH | Celsius Holdings Inc | -0.2% | +3.03% | 加碼 |
| 27 | UTF | Cohen & Steers Infrastructur | -0.3% | -6.91% | 減碼 |
| 28 | ANET | Arista Networks Inc | -0.3% | -1.48% | 減碼 |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.3% | +84.73% | 加碼 |
| 30 | ETN | Eaton Corporation plc | -0.3% | -7.44% | 減碼 |
| 31 | MSFT | Microsoft CORP | -0.4% | +0.74% | 加碼 |
| 32 | DKNG | Draftkings Inc-cl A | -0.4% | -35.28% | 減碼 |
| 33 | VZ | Verizon Communications Inc | -0.5% | -13.71% | 減碼 |
| 34 | NKE | Nike Inc -cl B | -0.5% | -26.67% | 減碼 |
| 35 | IVOO | Vanguard S&p Mid-cap 400 ETF | -0.5% | -86.95% | 減碼 |
| 36 | SOFI | Sofi Technologies Inc | -0.5% | -92.24% | 減碼 |
| 37 | UBER | Uber Technologies Inc | -0.5% | +3.10% | 加碼 |
| 38 | BX | Blackstone Inc | -0.6% | -91.58% | 減碼 |
| 39 | TSLA | Tesla Inc | -0.6% | -33.50% | 減碼 |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -1.6% | -95.27% | 減碼 |
| 41 | IWM | Ishares Russell 2000 ETF | -2.6% | -97.32% | 減碼 |
| 42 | IYT | Ishares US Transportation Et | — | NEW | 新建倉 |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | — | NEW | 新建倉 |
| 44 | ROKU | Roku Inc | — | EXIT | 清倉 |
| 45 | SCHW | Schwab (charles) CORP | — | NEW | 新建倉 |
| 46 | XYL | Xylem Inc | — | EXIT | 清倉 |
| 47 | XYZ | Block Inc | — | EXIT | 清倉 |
| 48 | GAP | Gap Inc/the | — | NEW | 新建倉 |
| 49 | WRBY | Warby Parker Inc-class A | — | NEW | 新建倉 |
| 50 | XLC | Ss Comm Select Sector Spdr | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Bedell Frazier Investment Counselling, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$5.0億，共申報了 133 個公開持股部位。
在 Q4 2025 季度，Bedell Frazier Investment Counselling, LLC 按市值排列的前三大核心持股分別為：AAPL (8.5%)、GOOGL (5.5%)、AMZN (5.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.5% 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
IYT
市值: US$1072.3萬
本季最大獲利了結 / 清倉標的
ROKU
前期市值: US$468.6萬
在 Q4 2025 季度中，Bedell Frazier Investment Counselling, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 21 個部位、減碼 20 個部位以及清倉 3 個部位。 其中最大新建倉標的為 IYT。 本季清倉部位包含 ROKU。
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。