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: 0001386060
申報總市值
US$1125.7億
US$1125.7億
754 檔
6.6%
在 Q3 2025 申報期間，Boston Partners（CIK: 0001386060）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$1125.7億，共持有 754 個公開申報部位。
Q3 2025 數據顯示 Boston Partners 積極進場，新開立 11 個部位並同步加碼 23 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 JPM, COR, USFD）累計市值佔比達 6.6%，是驅動 Boston Partners 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 754 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.42% | -0.02% | +2.30% | |
| 2 | COR | Cencora Inc | 股票-醫療保健 | 1.45% | -0.25% | +2.03% | |
| 3 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 1.27% | +0.11% | +5.97% | |
| 4 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.25% | -0.23% | -0.28% | |
| 5 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.25% | -0.64% | +2.30% | |
| 6 | AZO | Autozone Inc | 股票-循環性消費 | 1.21% | -0.10% | -14.26% | |
| 7 | CRH | CRH plc | 股票-原物料 | 1.21% | +0.24% | +1.68% | |
| 8 | PM | Philip Morris International | 股票-非循環性消費 | 1.17% | -0.02% | +12.71% | |
| 9 | KGC | Kinross Gold CORP | 股票-原物料 | 1.16% | -0.36% | +1.59% | |
| 10 | FLEX | Flex Ltd. | 股票-科技 | 1.13% | +0.34% | -7.71% | |
| 11 | HBAN | Huntington Bancshares Inc | 股票-金融 | 1.12% | +0.01% | +3.88% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.08% | +1.54% | +29.77% | |
| 13 | MCHP | Microchip Technology Inc | 股票-科技 | 1.07% | +0.17% | +9.49% | |
| 14 | SYY | Sysco CORP | 股票-非循環性消費 | 1.06% | -0.33% | -3.37% | |
| 15 | MCK | Mckesson CORP | 股票-醫療保健 | 1.06% | -0.26% | +6.68% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.97% | +0.01% | +1.04% | |
| 17 | UBER | Uber Technologies Inc | 股票-工業 | 0.95% | -0.03% | +2.88% | |
| 18 | MU | Micron Technology Inc | 股票-科技 | 0.92% | +0.22% | +11.57% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.91% | +0.29% | -22.99% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.89% | -0.10% | -36.06% | |
| 21 | KEYS | Keysight Technologies In | 股票-科技 | 0.87% | -0.73% | +3.41% | |
| 22 | ALLE | Allegion plc | 股票-工業 | 0.86% | -0.10% | +1.03% | |
| 23 | FE | Firstenergy CORP | 股票-公用事業 | 0.86% | -0.16% | +13.52% | |
| 24 | FANG | Diamondback Energy Inc | 股票-能源 | 0.84% | -0.27% | +2.94% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.83% | +0.06% | +2.06% | |
| 26 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.79% | +0.07% | +32.80% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.78% | -0.07% | +1.95% | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.78% | +0.05% | +0.38% | |
| 29 | DELL | Dell Technologies -c | 股票-科技 | 0.78% | +0.57% | -10.01% | |
| 30 | HON | Honeywell International Inc | 股票-工業 | 0.76% | -0.75% | EXIT | |
| 31 | AXP | American Express Co | 股票-金融 | 0.74% | +0.05% | +4.37% | |
| 32 | URI | United Rentals Inc | 股票-工業 | 0.73% | +0.20% | +4.11% | |
| 33 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.69% | +0.01% | — | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.69% | +0.03% | +26.02% | |
| 35 | MDT | Medtronic plc | 股票-醫療保健 | 0.68% | +0.08% | +0.10% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 0.68% | +0.70% | -9.27% | |
| 37 | CPAY | Corpay Inc | 股票-科技 | 0.67% | +0.09% | -0.58% | |
| 38 | ALL | Allstate CORP | 股票-金融 | 0.67% | +0.01% | +14.88% | |
| 39 | COP | Conocophillips | 股票-能源 | 0.66% | -0.06% | +5.89% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.66% | +0.11% | +4.24% | |
| 41 | ETR | Entergy CORP | 股票-公用事業 | 0.66% | -0.08% | -1.23% | |
| 42 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 0.66% | -0.02% | +38.83% | |
| 43 | RS | Reliance Inc | 股票-原物料 | 0.65% | +0.06% | +27.46% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.64% | +0.04% | +4.19% | |
| 45 | TXT | Textron Inc | 股票-工業 | 0.63% | -0.02% | +0.93% | |
| 46 | AON | Aon plc | 股票-金融 | 0.63% | -0.04% | +15.54% | |
| 47 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.60% | -0.05% | +1.12% | |
| 48 | NEM | Newmont CORP | 股票-原物料 | 0.60% | -0.21% | +49.29% | |
| 49 | LHX | L3harris Technologies Inc | 股票-工業 | 0.59% | -0.15% | -5.97% | |
| 50 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.58% | — | +2.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.1% | +29.77% | 加碼 |
| 2 | NEM | Newmont CORP | +0.6% | +49.29% | 加碼 |
| 3 | THC | Tenet Healthcare CORP | +0.5% | +38.83% | 加碼 |
| 4 | MCHP | Microchip Technology Inc | +0.4% | +9.49% | 加碼 |
| 5 | URI | United Rentals Inc | +0.4% | +4.11% | 加碼 |
| 6 | MU | Micron Technology Inc | +0.4% | +11.57% | 加碼 |
| 7 | CDW | Cdw Corp/de | +0.4% | +52.70% | 加碼 |
| 8 | KGC | Kinross Gold CORP | +0.4% | +1.59% | 減碼 |
| 9 | DIS | Walt Disney Co/the | +0.4% | +2.06% | 加碼 |
| 10 | FLEX | Flex Ltd. | +0.3% | -7.71% | 減碼 |
| 11 | ETR | Entergy CORP | +0.3% | -1.23% | 加碼 |
| 12 | DGX | Quest Diagnostics Inc | +0.3% | +32.80% | 加碼 |
| 13 | LHX | L3harris Technologies Inc | +0.3% | -5.97% | 加碼 |
| 14 | FTI | TechnipFMC plc | +0.3% | +1.99% | 加碼 |
| 15 | MPC | Marathon Petroleum CORP | +0.3% | +2.30% | 加碼 |
| 16 | RS | Reliance Inc | +0.3% | +27.46% | 加碼 |
| 17 | NXPI | NXP Semiconductors N.V. | +0.3% | +16.91% | 加碼 |
| 18 | CRH | CRH plc | +0.3% | +1.68% | 加碼 |
| 19 | AMAT | Applied Materials Inc | +0.3% | -9.27% | 加碼 |
| 20 | SF | Stifel Financial CORP | +0.3% | +1.96% | 加碼 |
| 21 | NTAP | Netapp Inc | +0.3% | +12.57% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.2% | +2.30% | 加碼 |
| 23 | CHRW | C.h. Robinson Worldwide Inc | +0.2% | +6.06% | 加碼 |
| 24 | DELL | Dell Technologies -c | +0.2% | -10.01% | 加碼 |
| 25 | UBER | Uber Technologies Inc | +0.2% | +2.88% | 加碼 |
| 26 | CB | Chubb Limited | -0.4% | -45.52% | 減碼 |
| 27 | OKE | Oneok Inc | -0.4% | -91.32% | 減碼 |
| 28 | ELV | Elevance Health Inc | -0.4% | -83.73% | 減碼 |
| 29 | NEE | Nextera Energy Inc | -0.5% | -30.26% | 減碼 |
| 30 | ABT | Abbott Laboratories | -0.5% | -30.63% | 減碼 |
| 31 | FIS | Fidelity National Info Serv | -0.6% | -52.20% | 減碼 |
| 32 | UNH | Unitedhealth Group Inc | -0.6% | +26.02% | 減碼 |
| 33 | KVUE | Kenvue Inc | -0.7% | -73.92% | 減碼 |
| 34 | SLB | Slb LTD | -0.7% | +1.32% | 減碼 |
| 35 | ABBV | Abbvie Inc | -0.7% | -22.99% | 減碼 |
| 36 | NSC | Norfolk Southern CORP | -1.2% | -99.74% | 減碼 |
| 37 | IQV | Iqvia Holdings Inc | — | NEW | 新建倉 |
| 38 | DFSEUR | Discover Financial Services | — | EXIT | 清倉 |
| 39 | COF | Capital One Financial CORP | — | NEW | 新建倉 |
| 40 | FTV | Fortive CORP | — | EXIT | 清倉 |
| 41 | CMI | Cummins Inc | — | NEW | 新建倉 |
| 42 | FDX | Fedex CORP | — | NEW | 新建倉 |
| 43 | APTV | Aptiv PLC | — | NEW | 新建倉 |
| 44 | BECNUSD | Beacon Roofing Supply Inc | — | EXIT | 清倉 |
| 45 | STX | Seagate Technology Holdings plc | — | NEW | 新建倉 |
| 46 | HUBB | Hubbell Inc | — | NEW | 新建倉 |
| 47 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | 新建倉 |
| 48 | ODFL | Old Dominion Freight Line | — | NEW | 新建倉 |
| 49 | GEHC | GE Healthcare Technology | — | NEW | 新建倉 |
| 50 | DHI | Dr Horton Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Boston Partners 在 Q3 2025 季度的美股持倉總市值約為 US$1125.7億，共申報了 754 個公開持股部位。
在 Q3 2025 季度，Boston Partners 按市值排列的前三大核心持股分別為：JPM (2.4%)、COR (1.4%)、USFD (1.3%)。其中最大持股部位 JPM 佔據整體投資組合約 2.4% 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
IQV
市值: US$6.8億
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$6.2億
在 Q3 2025 季度中，Boston Partners 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 23 個部位、減碼 13 個部位以及清倉 3 個部位。 其中最大新建倉標的為 IQV。 本季清倉部位包含 DFSEUR。
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。