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: 0000011544
申報總市值
US$21.0億
US$21.0億
208 檔
31.8%
在 Q2 2025 的 13F 官方備案中，Berkley W R CORP 管理的美股投資組合規模來到 US$21.0億，整體持股檔數為 208 檔。
Berkley W R CORP 於 Q2 2025 展現出進攻型調倉步調，本季推動了 85 檔股票的新建倉與 42 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。
在資產配置集中度方面，Berkley W R CORP 的前 5 大核心持股（包含 KMI, EPD, ET 等）合計佔整體申報市值的 31.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 208 檔）
| # | 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 | KMI | Kinder Morgan, Inc. | 股票-能源 | 10.22% | -0.79% | — | |
| 2 | EPD | Enterprise Products Partners | 股票-能源 | 8.28% | -1.91% | — | |
| 3 | ET | Energy Transfer LP | 股票-能源 | 6.02% | -1.03% | — | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.61% | +1.14% | NEW | |
| 5 | CRM | Salesforce Inc | 股票-科技 | 4.84% | — | — | |
| 6 | AXP | American Express Co | 股票-金融 | 3.33% | — | — | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | +2.38% | NEW | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.17% | — | — | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.14% | — | — | |
| 10 | ARES | Ares Management Corporation | 股票-金融 | 2.09% | — | +452.85% | |
| 11 | ON | On Semiconductor | 股票-科技 | 2.01% | +0.87% | — | |
| 12 | VC | Visteon CORP | 股票-其他 | 1.96% | — | — | |
| 13 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | 股票-其他 | 1.85% | +0.18% | +100.61% | |
| 14 | YCY-UN | AA Mission Acquisition Corp. II | 股票-其他 | 1.77% | — | +86.55% | |
| 15 | OZK | Bank Ozk | 股票-金融 | 1.74% | — | +40.38% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.68% | — | — | |
| 17 | GBLI | Global Indemnity Group Llc-a | 股票-其他 | 1.51% | -1.35% | EXIT | |
| 18 | RRC | Range Resources CORP | 股票-能源 | 1.48% | — | — | |
| 19 | NTR | Nutrien LTD | 股票-原物料 | 1.34% | — | — | |
| 20 | MDT | Medtronic plc | 股票-醫療保健 | 1.28% | — | — | |
| 21 | WIX 0 08-15-25債券 | Wix LTD | 債券 | 1.25% | — | — | |
| 22 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.98% | — | — | |
| 23 | NBR | Nabors Industries Ltd. | 股票-其他 | 0.90% | — | +184.77% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.89% | — | — | |
| 25 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.88% | — | — | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | — | -67.72% | |
| 27 | CGCFU | Cartesian Growth Corporation IV Unit | 股票-其他 | 0.68% | — | +77.73% | |
| 28 | VOYG | Voyager Technologies, Inc. | 股票-其他 | 0.66% | -0.75% | EXIT | |
| 29 | ✓ | 股票-其他 | 0.65% | — | +121.34% | ||
| 30 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.63% | — | — | |
| 31 | ✓ | Keen Vision Acquisition CORP | 股票-其他 | 0.62% | — | +52.70% | |
| 32 | NICEIT 0 09-15-25債券 | Nice LTD | 債券 | 0.61% | — | — | |
| 33 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.57% | — | — | |
| 34 | ✓ | Spark I Acquisition CORP | 股票-其他 | 0.56% | -0.04% | +558.65% | |
| 35 | ✓ | Kochav Defense Acqui Co | 股票-其他 | 0.53% | — | — | |
| 36 | JOE | St Joe Co/the | 股票-其他 | 0.52% | -0.08% | — | |
| 37 | ✓ | 股票-其他 | 0.52% | -0.03% | +63.73% | ||
| 38 | ✓ | 股票-其他 | 0.49% | -0.03% | — | ||
| 39 | INN 1.5 02-15-26債券 | Summit Hotel Properties | 債券 | 0.46% | — | — | |
| 40 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.44% | — | — | |
| 41 | ✓ | Vine Hill Cap Invt CORP. | 股票-其他 | 0.44% | -0.38% | EXIT | |
| 42 | ✓ | Rf Acquisition CORP Ii | 股票-其他 | 0.42% | -0.02% | +36.56% | |
| 43 | ✓ | 股票-其他 | 0.41% | -0.05% | +34.93% | ||
| 44 | ✓ | 股票-其他 | 0.41% | -0.03% | — | ||
| 45 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | 股票-其他 | 0.37% | — | — | |
| 46 | ✓ | 股票-其他 | 0.37% | -0.01% | +33.66% | ||
| 47 | ✓ | Horizon Space Acquisition Ii | 股票-其他 | 0.36% | — | +29.21% | |
| 48 | ✓ | Flag Ship Acquisition CORP | 股票-其他 | 0.36% | -0.02% | +1.99% | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.36% | -0.11% | — | |
| 50 | VICI | Vici Properties Inc | 股票-房地產 | 0.36% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +4.8% | NEW | 新建倉 |
| 2 | AXP | American Express Co | +3.3% | NEW | 新建倉 |
| 3 | CSCO | Cisco Systems Inc | +2.2% | NEW | 新建倉 |
| 4 | AAPL | Apple Inc | +2.1% | NEW | 新建倉 |
| 5 | ARES | Ares Management Corporation | +1.7% | +452.85% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +1.7% | NEW | 新建倉 |
| 7 | RRC | Range Resources CORP | +1.5% | NEW | 新建倉 |
| 8 | MDT | Medtronic plc | +1.3% | NEW | 新建倉 |
| 9 | WIX 0 08-15-25債券 | Wix LTD | +1.3% | NEW | 新建倉 |
| 10 | NKE | Nike Inc -cl B | +1% | NEW | 新建倉 |
| 11 | PEG | Public Service Enterprise Gp | +0.9% | NEW | 新建倉 |
| 12 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | +0.8% | +100.61% | 加碼 |
| 13 | YCY-UN | AA Mission Acquisition Corp. II | +0.7% | +86.55% | 加碼 |
| 14 | NXPI | NXP Semiconductors N.V. | +0.6% | NEW | 新建倉 |
| 15 | BDX | Becton Dickinson And Co | +0.6% | NEW | 新建倉 |
| 16 | NBR | Nabors Industries Ltd. | +0.6% | +184.77% | 加碼 |
| 17 | ✓ | Kochav Defense Acqui Co | +0.5% | NEW | 新建倉 |
| 18 | ✓ | +0.5% | NEW | 新建倉 | |
| 19 | OZK | Bank Ozk | +0.5% | +40.38% | 加碼 |
| 20 | ✓ | Spark I Acquisition CORP | +0.5% | +558.65% | 加碼 |
| 21 | INN 1.5 02-15-26債券 | Summit Hotel Properties | +0.5% | NEW | 新建倉 |
| 22 | XEL | Xcel Energy Inc | +0.4% | NEW | 新建倉 |
| 23 | VOYG | Voyager Technologies, Inc. | +0.4% | +158.46% | 加碼 |
| 24 | VICI | Vici Properties Inc | +0.4% | NEW | 新建倉 |
| 25 | ✓ | Blue Wtr Acquisition CORP. I | +0.4% | NEW | 新建倉 |
| 26 | ✓ | Cartesian Growth CORP Iii | +0.3% | NEW | 新建倉 |
| 27 | ✓ | +0.3% | +121.34% | 加碼 | |
| 28 | STT | State Street CORP | +0.3% | NEW | 新建倉 |
| 29 | ON | On Semiconductor | +0.3% | — | 不變 |
| 30 | GTENU | Gores Holdings X, Inc. | +0.3% | NEW | 新建倉 |
| 31 | CGCFU | Cartesian Growth Corporation IV Unit | +0.3% | +77.73% | 加碼 |
| 32 | ✓ | +0.3% | NEW | 新建倉 | |
| 33 | ✓ | Titan Acquisition CORP | +0.3% | NEW | 新建倉 |
| 34 | ✓ | +0.3% | NEW | 新建倉 | |
| 35 | ✓ | Helix Acquisition CORP Ii | +0.3% | NEW | 新建倉 |
| 36 | ✓ | Thayer Ventures Acq CORP Ii | +0.3% | NEW | 新建倉 |
| 37 | ✓ | Texas Ventures Acquisition I | +0.2% | NEW | 新建倉 |
| 38 | PCRX 0.75 08-01-25債券 | Pacira Biosciences Inc | +0.2% | NEW | 新建倉 |
| 39 | ✓ | New Providence Acquisition C | +0.2% | NEW | 新建倉 |
| 40 | ✓ | +0.2% | NEW | 新建倉 | |
| 41 | ✓ | +0.2% | NEW | 新建倉 | |
| 42 | ✓ | Sizzle Acquisition CORP. Ii | +0.2% | NEW | 新建倉 |
| 43 | OKTA 0.125 09-01-25債券 | Okta Inc | +0.2% | NEW | 新建倉 |
| 44 | ✓ | Uy Scuti Acquisition CORP. | +0.2% | NEW | 新建倉 |
| 45 | ✓ | Pelican Acquisition CORP | +0.2% | NEW | 新建倉 |
| 46 | ✓ | Keen Vision Acquisition CORP | +0.2% | +52.70% | 加碼 |
| 47 | ✓ | +0.2% | +63.73% | 加碼 | |
| 48 | ✓ | Vine Hill Cap Invt CORP. | +0.2% | +66.57% | 加碼 |
| 49 | ✓ | +0.2% | NEW | 新建倉 | |
| 50 | ✓ | +0.2% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Berkley W R CORP 在 Q2 2025 季度的美股持倉總市值約為 US$21.0億，共申報了 208 個公開持股部位。
在 Q2 2025 季度，Berkley W R CORP 按市值排列的前三大核心持股分別為：KMI (10.2%)、EPD (8.3%)、ET (6.0%)。其中最大持股部位 KMI 佔據整體投資組合約 10.2% 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
CRM
市值: US$9222.4萬
本季最大獲利了結 / 清倉標的
TSLA
前期市值: US$1.8億
在 Q2 2025 季度中，Berkley W R CORP 共進行了 170 項持倉異動，包含新建倉 85 個部位、加碼 42 個部位、減碼 11 個部位以及清倉 32 個部位。 其中最大新建倉標的為 CRM。 本季清倉部位包含 TSLA。
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。