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: 0001632801
申報總市值
US$15.8億
US$15.8億
162 檔
20.2%
根據最新整理的 13F 季度數據集，Blue Chip Partners, LLC 於 Q2 2025 結束時的管理資產規模為 US$15.8億。該機構在本季度申報了 162 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2025，Blue Chip Partners, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 12 個新部位，並對 97 個既有持股進行加碼（合計增持 109 檔），相較減碼與清倉部位顯著佔優。
整體而言，Blue Chip Partners, LLC 的前 5 大持股（包含 FBND, AVGO, MSFT）貢獻了組合市值的 20.2%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | FBND | Fidelity Total Bond ETF | ETF-其他 | 9.83% | -0.92% | +2.21% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.80% | +0.15% | -2.90% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.09% | -0.21% | +1.60% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.72% | -0.02% | +2.37% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.63% | -0.06% | -8.39% | |
| 6 | CGMU | Cap Group Municipal Income | ETF-其他 | 3.30% | -0.48% | +2093.04% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.24% | +0.27% | +0.23% | |
| 8 | MS | Morgan Stanley | 股票-金融 | 3.09% | +0.10% | -3.02% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.85% | +0.09% | +1.61% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.61% | -0.41% | -1.72% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.56% | +0.07% | -3.81% | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 2.54% | -0.84% | +3.38% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.51% | +0.04% | +3.49% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 2.38% | -0.01% | +2.47% | |
| 15 | WM | Waste Management Inc | 股票-工業 | 2.36% | -0.29% | +0.53% | |
| 16 | BLK | Blackrock Inc | 股票-金融 | 2.25% | -0.18% | +0.30% | |
| 17 | PM | Philip Morris International | 股票-非循環性消費 | 2.22% | -0.04% | -22.43% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.16% | -0.26% | +1.94% | |
| 19 | PWR | Quanta Services Inc | 股票-工業 | 2.07% | +0.25% | +47.24% | |
| 20 | ETN | Eaton Corporation plc | 股票-工業 | 1.89% | +0.12% | +55.88% | |
| 21 | KLAC | Kla CORP | 股票-科技 | 1.86% | +1.81% | +7.85% | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.86% | -0.35% | +3.74% | |
| 23 | UNP | Union Pacific CORP | 股票-工業 | 1.73% | — | +5.26% | |
| 24 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.66% | — | +3.64% | |
| 25 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.55% | -0.02% | +44.99% | |
| 26 | ASML | ASML Holding N.V. | 股票-科技 | 1.47% | +0.64% | +11.63% | |
| 27 | TGT | Target CORP | 股票-循環性消費 | 1.44% | -0.02% | +36.00% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.40% | -0.09% | +13.72% | |
| 29 | DTE | Dte Energy Company | 股票-公用事業 | 1.37% | -0.08% | +0.23% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.28% | -0.02% | -7.64% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.26% | +0.37% | +16.67% | |
| 32 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.21% | +0.18% | +0.24% | |
| 33 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.15% | -0.12% | -0.90% | |
| 34 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.09% | -1.81% | +1418.81% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.98% | -0.18% | +2.51% | |
| 36 | EQIX | Equinix Inc | 股票-房地產 | 0.95% | — | +3.52% | |
| 37 | VICI | Vici Properties Inc | 股票-房地產 | 0.92% | -0.10% | +5.14% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.87% | +0.03% | -5.11% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.83% | -0.21% | +6.97% | |
| 40 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.79% | — | +6.85% | |
| 41 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.54% | -0.06% | -1.91% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | — | -15.30% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | -0.10% | -0.82% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.30% | +0.54% | +23.90% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.29% | -0.02% | -2.08% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.29% | +0.07% | -1.50% | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.29% | -0.04% | +1.89% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.28% | — | -0.11% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.27% | +0.01% | +0.48% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.26% | — | +0.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CGMU | Cap Group Municipal Income | +3.1% | +2093.04% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1.6% | -2.90% | 減碼 |
| 3 | PWR | Quanta Services Inc | +1.1% | +47.24% | 加碼 |
| 4 | ETN | Eaton Corporation plc | +0.9% | +55.88% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.9% | +1.60% | 加碼 |
| 6 | KLAC | Kla CORP | +0.5% | +7.85% | 加碼 |
| 7 | SDVY | First Trust Smid Cap Rising | +0.5% | +44.99% | 加碼 |
| 8 | ASML | ASML Holding N.V. | +0.3% | +11.63% | 加碼 |
| 9 | MS | Morgan Stanley | +0.3% | -3.02% | 減碼 |
| 10 | AMZN | Amazon.com Inc | +0.3% | +3.49% | 加碼 |
| 11 | TGT | Target CORP | +0.3% | +36.00% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +0.23% | 加碼 |
| 13 | NVDA | Nvidia CORP | +0.1% | +23.90% | 加碼 |
| 14 | BLK | Blackrock Inc | +0.1% | +0.30% | 加碼 |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | 新建倉 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -8.39% | 減碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | +16.67% | 加碼 |
| 18 | UBER | Uber Technologies Inc | 0% | +112.81% | 加碼 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +15.13% | 加碼 |
| 20 | JNJ | Johnson & Johnson | 0% | NEW | 新建倉 |
| 21 | AMD | Advanced Micro Devices | 0% | +60.10% | 加碼 |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | +75.03% | 加碼 |
| 23 | VV | Vanguard Large-cap ETF | 0% | NEW | 新建倉 |
| 24 | ORCL | Oracle CORP | 0% | NEW | 新建倉 |
| 25 | GPC | Genuine Parts Co | 0% | +6.85% | 加碼 |
| 26 | TXN | Texas Instruments Inc | 0% | -1.50% | 減碼 |
| 27 | RTX | Rtx CORP | 0% | +1.89% | 加碼 |
| 28 | XLK | Ss Technology Select Sector | 0% | -0.03% | 減碼 |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +3.85% | 加碼 |
| 30 | PAG | Penske Automotive Group Inc | 0% | +0.79% | 加碼 |
| 31 | IAU | Ishares Gold Trust | 0% | +83.14% | 加碼 |
| 32 | META | Meta Platforms Inc-class A | 0% | +16.38% | 加碼 |
| 33 | NFLX | Netflix Inc | 0% | +62.67% | 加碼 |
| 34 | DTM | Dt Midstream Inc | 0% | +1.65% | 加碼 |
| 35 | INTU | Intuit Inc | 0% | NEW | 新建倉 |
| 36 | TT | Trane Technologies plc | 0% | NEW | 新建倉 |
| 37 | ISRG | Intuitive Surgical Inc | 0% | NEW | 新建倉 |
| 38 | IVV | Ishares Core S&p 500 ETF | 0% | NEW | 新建倉 |
| 39 | IYC | Ishares US Consumer Discreti | 0% | NEW | 新建倉 |
| 40 | DECK | Deckers Outdoor CORP | 0% | +97.10% | 加碼 |
| 41 | TRV | Travelers Cos Inc/the | 0% | NEW | 新建倉 |
| 42 | ARCC | Ares Capital CORP | 0% | NEW | 新建倉 |
| 43 | PAYX | Paychex Inc | 0% | NEW | 新建倉 |
| 44 | VIK | Viking Holdings Ltd | 0% | +10.91% | 加碼 |
| 45 | CAVA | Cava Group Inc | 0% | +69.53% | 加碼 |
| 46 | XLC | Ss Comm Select Sector Spdr | 0% | +21.54% | 加碼 |
| 47 | TSLA | Tesla Inc | 0% | +15.99% | 加碼 |
| 48 | T | At&t Inc | 0% | +57.66% | 加碼 |
| 49 | MNST | Monster Beverage CORP | 0% | +0.24% | 加碼 |
| 50 | WMT | Walmart Inc | 0% | +2.03% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Blue Chip Partners, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$15.8億，共申報了 162 個公開持股部位。
在 Q2 2025 季度，Blue Chip Partners, LLC 按市值排列的前三大核心持股分別為：FBND (9.8%)、AVGO (4.8%)、MSFT (4.1%)。其中最大持股部位 FBND 佔據整體投資組合約 9.8% 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
VOO
市值: US$123.1萬
本季最大獲利了結 / 清倉標的
VTEB
前期市值: US$1570.3萬
在 Q2 2025 季度中，Blue Chip Partners, LLC 共進行了 168 項持倉異動，包含新建倉 12 個部位、加碼 97 個部位、減碼 49 個部位以及清倉 10 個部位。 其中最大新建倉標的為 VOO。 本季清倉部位包含 VTEB。
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。