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: 0002083592
申報總市值
US$2.1億
US$2.1億
106 檔
19.7%
在 Q1 2025 申報期間，Birch Financial Group, LLC（CIK: 0002083592）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$2.1億，共持有 106 個公開申報部位。
Birch Financial Group, LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 24 檔股票的新建倉與 60 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，Birch Financial Group, LLC 的前 5 大核心持股（包含 BRK-A, AXP, BRK-B 等）合計佔整體申報市值的 19.7%，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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 14.23% | -0.71% | -4.76% | |
| 2 | AXP | American Express Co | 股票-金融 | 7.01% | -1.97% | +0.69% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.79% | -1.06% | +17.19% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.73% | -0.48% | +166.66% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.76% | +0.36% | +7.19% | |
| 6 | AMP | Ameriprise Financial Inc | 股票-金融 | 4.33% | -0.05% | +0.33% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.24% | +0.59% | +19.34% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.50% | -0.24% | +147.48% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.42% | +0.10% | +7.52% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.15% | -0.13% | -21.04% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.61% | -0.40% | +198.78% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.60% | +0.03% | +16.06% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.49% | -0.68% | +6.86% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.40% | -0.11% | +213.71% | |
| 15 | GD | General Dynamics CORP | 股票-工業 | 1.38% | -0.33% | +0.57% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.27% | -0.11% | +185.05% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.25% | -0.03% | +15.75% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | +0.37% | +85.88% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.95% | -0.09% | +183.59% | |
| 20 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.94% | -0.13% | +194.60% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.91% | -0.12% | +11.37% | |
| 22 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.90% | -0.12% | +0.83% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | +0.06% | +92.97% | |
| 24 | MA | Mastercard Inc - A | 股票-金融 | 0.85% | -0.02% | -3.43% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.83% | +0.11% | NEW | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.83% | -0.01% | +3.02% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.79% | -0.10% | +139.63% | |
| 28 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.75% | +0.11% | NEW | |
| 29 | WMT | Walmart Inc | 股票-非循環性消費 | 0.73% | -0.07% | +75.56% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.71% | +0.07% | +26.63% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.70% | +0.05% | NEW | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.70% | -0.08% | +141.69% | |
| 33 | T | At&t Inc | 股票-通訊服務 | 0.67% | -0.07% | +15.77% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.62% | -0.04% | +196.85% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.60% | -0.06% | +128.81% | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.60% | +0.05% | +10.89% | |
| 37 | APP | Applovin Corp-class A | 股票-科技 | 0.58% | -0.33% | +19.26% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.58% | -0.06% | +153.48% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.56% | -0.09% | +81.55% | |
| 40 | AON | Aon plc | 股票-金融 | 0.55% | -0.03% | -2.96% | |
| 41 | MSCI | Msci Inc | 股票-金融 | 0.54% | -0.01% | -0.47% | |
| 42 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.53% | +0.03% | -6.79% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.03% | +28.12% | |
| 44 | MBB | Ishares Mbs ETF | ETF-其他 | 0.53% | -0.06% | +134.90% | |
| 45 | HON | Honeywell International Inc | 股票-工業 | 0.53% | — | — | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.51% | -0.09% | +7.11% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.50% | -0.03% | -29.84% | |
| 48 | WDAY | Workday Inc-class A | 股票-科技 | 0.50% | +0.08% | NEW | |
| 49 | AVGO | Broadcom Inc | 股票-科技 | 0.50% | +0.06% | +84.16% | |
| 50 | PAYC | Paycom Software Inc | 股票-科技 | 0.44% | +0.02% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.9% | +166.66% | 加碼 |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.3% | +147.48% | 加碼 |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.9% | +198.78% | 加碼 |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | +0.8% | +213.71% | 加碼 |
| 5 | SPEM | State Street Sp Ptf Em ETF | +0.7% | +185.05% | 加碼 |
| 6 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.6% | +194.60% | 加碼 |
| 7 | SCHP | Schwab U.s. Tips ETF | +0.5% | +183.59% | 加碼 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +17.19% | 加碼 |
| 9 | MUB | Ishares National Muni Bond E | +0.4% | +139.63% | 加碼 |
| 10 | SCZ | Ishares Msci Eafe Small-cap | +0.4% | +196.85% | 加碼 |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +141.69% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.3% | +97.90% | 加碼 |
| 13 | META | Meta Platforms Inc-class A | +0.3% | +92.97% | 加碼 |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.3% | +153.48% | 加碼 |
| 15 | BNDX | Vanguard Total Intl Bond ETF | +0.3% | +128.81% | 加碼 |
| 16 | MBB | Ishares Mbs ETF | +0.3% | +134.90% | 加碼 |
| 17 | KO | Coca-cola Co/the | +0.2% | +81.55% | 加碼 |
| 18 | WMT | Walmart Inc | +0.2% | +75.56% | 加碼 |
| 19 | QCOM | Qualcomm Inc | +0.2% | +132.63% | 加碼 |
| 20 | NVDA | Nvidia CORP | +0.2% | +85.88% | 加碼 |
| 21 | SO | Southern Co/the | +0.1% | +83.37% | 加碼 |
| 22 | NFLX | Netflix Inc | +0.1% | +65.58% | 加碼 |
| 23 | CVX | Chevron CORP | +0.1% | +26.63% | 加碼 |
| 24 | ABBV | Abbvie Inc | +0.1% | +39.76% | 加碼 |
| 25 | T | At&t Inc | +0.1% | +15.77% | 加碼 |
| 26 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +75.33% | 加碼 |
| 27 | AVGO | Broadcom Inc | 0% | +84.16% | 加碼 |
| 28 | V | Visa Inc-class A Shares | 0% | +15.75% | 加碼 |
| 29 | JNJ | Johnson & Johnson | 0% | +11.37% | 加碼 |
| 30 | PG | Procter & Gamble Co/the | 0% | +28.12% | 加碼 |
| 31 | PM | Philip Morris International | — | -4.43% | 減碼 |
| 32 | XOM | Exxon Mobil CORP | 0% | +12.53% | 加碼 |
| 33 | NSC | Norfolk Southern CORP | 0% | +16.37% | 加碼 |
| 34 | PEG | Public Service Enterprise Gp | 0% | +15.96% | 加碼 |
| 35 | ASND | Ascendis Pharma A/S | 0% | -2.86% | 減碼 |
| 36 | ABT | Abbott Laboratories | 0% | +3.02% | 加碼 |
| 37 | VZ | Verizon Communications Inc | 0% | -0.92% | 減碼 |
| 38 | DIS | Walt Disney Co/the | 0% | +14.13% | 加碼 |
| 39 | ZTS | Zoetis Inc | -0.1% | +9.70% | 加碼 |
| 40 | MCD | Mcdonald's CORP | -0.1% | +1.10% | 加碼 |
| 41 | BAC | Bank Of America CORP | -0.1% | +11.68% | 加碼 |
| 42 | UNP | Union Pacific CORP | -0.1% | +2.73% | 加碼 |
| 43 | ORCL | Oracle CORP | -0.1% | +26.46% | 加碼 |
| 44 | TDG | Transdigm Group Inc | -0.1% | -11.83% | 減碼 |
| 45 | ADP | Automatic Data Processing | -0.1% | +1.27% | 加碼 |
| 46 | LPLA | Lpl Financial Holdings Inc | -0.1% | -7.95% | 減碼 |
| 47 | MRK | Merck & Co. Inc. | -0.1% | +12.07% | 加碼 |
| 48 | WEC | Wec Energy Group Inc | -0.1% | +0.83% | 加碼 |
| 49 | JPM | Jpmorgan Chase & Co | -0.1% | +2.99% | 加碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.1% | -7.18% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Birch Financial Group, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$2.1億，共申報了 106 個公開持股部位。
在 Q1 2025 季度，Birch Financial Group, LLC 按市值排列的前三大核心持股分別為：BRK-A (14.2%)、AXP (7.0%)、BRK-B (5.8%)。其中最大持股部位 BRK-A 佔據整體投資組合約 14.2% 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
HON
市值: US$59.3萬
本季最大獲利了結 / 清倉標的
GLOB
前期市值: US$35.4萬
在 Q1 2025 季度中，Birch Financial Group, LLC 共進行了 109 項持倉異動，包含新建倉 24 個部位、加碼 60 個部位、減碼 22 個部位以及清倉 3 個部位。 其中最大新建倉標的為 HON。 本季清倉部位包含 GLOB。
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。