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: 0001694896
申報總市值
US$1878.4萬
US$1878.4萬
52 檔
287.8%
在 Q2 2025 的 13F 官方備案中，Benson Investment Management Company, Inc. 管理的美股投資組合規模來到 US$1878.4萬，整體持股檔數為 52 檔。
在 Q2 2025 期間，Benson Investment Management Company, Inc. 展現了靈活的資產再平衡步調，透過出清 11 檔弱勢或達到目標價部位，將資金轉置於 14 檔新建倉標的之中。
在資產配置集中度方面，Benson Investment Management Company, Inc. 的前 5 大核心持股（包含 GLD, MSFT, GOOG 等）合計佔整體申報市值的 287.8%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | GLD | Spdr Gold Shares | ETF-避險與商品 | 4.74% | — | +83.27% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.66% | — | -0.22% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.89% | — | +0.05% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.65% | — | -0.11% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.54% | — | -0.60% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.40% | — | +7.85% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.11% | — | -3.87% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.78% | — | -0.02% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.64% | — | -2.22% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 2.39% | — | — | |
| 11 | EQH | Equitable Holdings Inc | 股票-金融 | 2.38% | — | -9.83% | |
| 12 | ICE | Intercontinental Exchange In | 股票-金融 | 2.29% | — | -2.06% | |
| 13 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 2.16% | — | -0.35% | |
| 14 | COF | Capital One Financial CORP | 股票-金融 | 2.15% | — | — | |
| 15 | XYL | Xylem Inc | 股票-工業 | 2.14% | — | -0.16% | |
| 16 | ASML | ASML Holding N.V. | 股票-科技 | 2.13% | — | — | |
| 17 | TDY | Teledyne Technologies Inc | 股票-科技 | 2.12% | — | — | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 2.12% | — | -17.40% | |
| 19 | L | Loews CORP | 股票-金融 | 2.10% | — | — | |
| 20 | HIG | Hartford Insurance Group Inc | 股票-金融 | 2.07% | — | -5.20% | |
| 21 | DELL | Dell Technologies -c | 股票-科技 | 2.06% | — | +0.19% | |
| 22 | GLW | Corning Inc | 股票-科技 | 2.04% | — | -0.07% | |
| 23 | LHX | L3harris Technologies Inc | 股票-工業 | 2.03% | — | -0.05% | |
| 24 | MET | Metlife Inc | 股票-金融 | 2.02% | — | -0.15% | |
| 25 | MSI | Motorola Solutions Inc | 股票-科技 | 1.97% | — | -0.64% | |
| 26 | ACM | Aecom | 股票-工業 | 1.97% | — | -3.21% | |
| 27 | AAPL | Apple Inc | 股票-科技 | 1.91% | — | -48.84% | |
| 28 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.90% | — | -0.23% | |
| 29 | RGA | Reinsurance Group Of America | 股票-金融 | 1.89% | — | -0.01% | |
| 30 | APH | Amphenol Corp-cl A | 股票-科技 | 1.87% | — | -25.27% | |
| 31 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.86% | — | -0.08% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.85% | — | +12.60% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.78% | — | -0.31% | |
| 34 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.76% | — | +0.29% | |
| 35 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.68% | — | — | |
| 36 | BKH | Black Hills CORP | 股票-公用事業 | 1.66% | — | — | |
| 37 | OC | Owens Corning | 股票-工業 | 1.64% | — | — | |
| 38 | PRIM | Primoris Services CORP | 股票-工業 | 1.55% | — | — | |
| 39 | TKR | Timken Co | 股票-工業 | 1.50% | — | -0.18% | |
| 40 | DT | Dynatrace Inc | 股票-科技 | 1.50% | — | +2.82% | |
| 41 | EEFT | Euronet Worldwide Inc | 股票-科技 | 1.39% | — | — | |
| 42 | AUB | Atlantic Union Bankshares Co | 股票-金融 | 1.27% | — | — | |
| 43 | SON | Sonoco Products Co | 股票-循環性消費 | 1.24% | — | — | |
| 44 | G | Genpact Limited | 股票-科技 | 1.00% | — | — | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.55% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | — | |
| 47 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.42% | -2.52% | +116.09% | |
| 48 | DFAI | Dimensional International Co | ETF-其他 | 0.17% | -12.18% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.17% | -1.02% | +91.40% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.14% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +2.4% | NEW | 新建倉 |
| 2 | COF | Capital One Financial CORP | +2.2% | NEW | 新建倉 |
| 3 | ASML | ASML Holding N.V. | +2.1% | NEW | 新建倉 |
| 4 | TDY | Teledyne Technologies Inc | +2.1% | NEW | 新建倉 |
| 5 | L | Loews CORP | +2.1% | NEW | 新建倉 |
| 6 | GLD | Spdr Gold Shares | +1.9% | +83.27% | 加碼 |
| 7 | AZNN | Astrazeneca Plc-spons Adr | +1.7% | NEW | 新建倉 |
| 8 | BKH | Black Hills CORP | +1.7% | NEW | 新建倉 |
| 9 | OC | Owens Corning | +1.6% | NEW | 新建倉 |
| 10 | PRIM | Primoris Services CORP | +1.6% | NEW | 新建倉 |
| 11 | EEFT | Euronet Worldwide Inc | +1.4% | NEW | 新建倉 |
| 12 | AUB | Atlantic Union Bankshares Co | +1.3% | NEW | 新建倉 |
| 13 | SON | Sonoco Products Co | +1.2% | NEW | 新建倉 |
| 14 | G | Genpact Limited | +1% | NEW | 新建倉 |
| 15 | NVDA | Nvidia CORP | +0.8% | -0.11% | 減碼 |
| 16 | MSFT | Microsoft CORP | +0.6% | -0.22% | 減碼 |
| 17 | META | Meta Platforms Inc-class A | +0.6% | +7.85% | 加碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -0.02% | 減碼 |
| 19 | DELL | Dell Technologies -c | +0.3% | +0.19% | 加碼 |
| 20 | GS | Goldman Sachs Group Inc | +0.3% | -2.22% | 減碼 |
| 21 | ORCL | Oracle CORP | +0.2% | -17.40% | 減碼 |
| 22 | HPE | Hewlett Packard Enterprise | +0.2% | +0.29% | 加碼 |
| 23 | WFC 7.5 PERP L債券 | Wells Fargo & Company | +0.2% | +116.09% | 加碼 |
| 24 | DFAI | Dimensional International Co | +0.2% | NEW | 新建倉 |
| 25 | LHX | L3harris Technologies Inc | +0.1% | -0.05% | 減碼 |
| 26 | DT | Dynatrace Inc | +0.1% | +2.82% | 加碼 |
| 27 | ACM | Aecom | +0.1% | -3.21% | 減碼 |
| 28 | GLW | Corning Inc | — | -0.07% | 減碼 |
| 29 | AMZN | Amazon.com Inc | 0% | -0.60% | 減碼 |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +0.05% | 加碼 |
| 31 | APH | Amphenol Corp-cl A | 0% | -25.27% | 減碼 |
| 32 | NEE | Nextera Energy Inc | -0.1% | +12.60% | 加碼 |
| 33 | BNY | Bank Of New York Mellon CORP | -0.1% | -0.35% | 減碼 |
| 34 | XYL | Xylem Inc | -0.1% | -0.16% | 減碼 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | EXIT | 清倉 |
| 36 | MSI | Motorola Solutions Inc | -0.4% | -0.64% | 減碼 |
| 37 | ZTS | Zoetis Inc | -0.4% | -0.23% | 減碼 |
| 38 | MRK | Merck & Co. Inc. | -0.5% | -0.31% | 減碼 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -1% | -3.87% | 減碼 |
| 40 | CHRD | Chord Energy CORP | -1.6% | EXIT | 清倉 |
| 41 | TMO | Thermo Fisher Scientific Inc | -1.8% | EXIT | 清倉 |
| 42 | HO1 | Hologic Inc | -1.8% | EXIT | 清倉 |
| 43 | FLUT | Flutter Entertainment plc | -1.9% | EXIT | 清倉 |
| 44 | VRT | Vertiv Holdings Co-a | -2% | EXIT | 清倉 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -2% | EXIT | 清倉 |
| 46 | CMCSA | Comcast Corp-class A | -2% | EXIT | 清倉 |
| 47 | FTV | Fortive CORP | -2.2% | EXIT | 清倉 |
| 48 | SMFG | Sumitomo Mitsui-spons Adr | -2.4% | EXIT | 清倉 |
| 49 | AAPL | Apple Inc | -2.7% | -48.84% | 減碼 |
| 50 | AEM | Agnico Eagle Mines LTD | -3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Benson Investment Management Company, Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$1878.4萬，共申報了 52 個公開持股部位。
在 Q2 2025 季度，Benson Investment Management Company, Inc. 按市值排列的前三大核心持股分別為：GLD (4.7%)、MSFT (4.7%)、GOOG (3.9%)。其中最大持股部位 GLD 佔據整體投資組合約 4.7% 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
CSCO
市值: US$630.7萬
本季最大獲利了結 / 清倉標的
AEM
前期市值: US$677.3萬
在 Q2 2025 季度中，Benson Investment Management Company, Inc. 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 8 個部位、減碼 17 個部位以及清倉 11 個部位。 其中最大新建倉標的為 CSCO。 本季清倉部位包含 AEM。
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。