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: 0001534866
申報總市值
US$131.3億
US$131.3億
374 檔
12.3%
Q2 2025 季度申報顯示，Boston Trust Walden Corp 揭露的美股組合總市值為 US$131.3億，涵蓋 374 個不同之權益投資部位。
Boston Trust Walden Corp 在 Q2 2025 進行了結構性的板塊輪動與部位換股。在開立 1 個全新部位及加碼 26 檔持股的同時，亦同步清倉 3 檔並減碼 20 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, JPM）占據了總市值的 12.3%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 374 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 | MSFT | Microsoft CORP | 股票-科技 | 4.03% | -0.22% | -3.86% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.57% | +0.09% | -2.72% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | +0.02% | -5.73% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.57% | +0.18% | -6.59% | |
| 5 | DCI | Donaldson Co Inc | 股票-工業 | 1.40% | -0.07% | +7.78% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 1.39% | +0.04% | -14.98% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.35% | +0.18% | -1.63% | |
| 8 | ATR | Aptargroup Inc | 股票-醫療保健 | 1.18% | -0.16% | -6.96% | |
| 9 | QLYS | Qualys Inc | 股票-科技 | 1.16% | +0.30% | +8.39% | |
| 10 | ACN | Accenture plc | 股票-科技 | 1.15% | -0.29% | +1.83% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.11% | -0.07% | -7.10% | |
| 12 | ADP | Automatic Data Processing | 股票-科技 | 1.09% | — | -2.82% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.09% | +0.34% | +23.77% | |
| 14 | HUBB | Hubbell Inc | 股票-工業 | 1.07% | -0.06% | +22.49% | |
| 15 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.01% | -0.23% | -1.09% | |
| 16 | FDS | Factset Research Systems Inc | 股票-金融 | 0.95% | -0.04% | +0.15% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.92% | -0.13% | -1.57% | |
| 18 | WTS | Watts Water Technologies-a | 股票-工業 | 0.91% | +0.20% | +1.01% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.90% | -0.06% | -1.76% | |
| 20 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.89% | +0.06% | +3.60% | |
| 21 | SEIC | Sei Investments Company | 股票-金融 | 0.88% | -0.01% | +3.33% | |
| 22 | SYK | Stryker CORP | 股票-醫療保健 | 0.87% | -0.06% | -3.47% | |
| 23 | CHH | Choice Hotels Intl Inc | 股票-循環性消費 | 0.87% | -0.04% | +2.17% | |
| 24 | CB | Chubb Limited | 股票-金融 | 0.86% | -0.05% | -6.73% | |
| 25 | CHE | Chemed CORP | 股票-醫療保健 | 0.86% | +0.07% | +0.44% | |
| 26 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.86% | -0.13% | +1.75% | |
| 27 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.84% | +0.14% | +2.01% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.82% | +0.22% | -6.14% | |
| 29 | PRGS | Progress Software CORP | 股票-其他 | 0.82% | -0.36% | EXIT | |
| 30 | NTRS | Northern Trust CORP | 股票-金融 | 0.79% | -0.05% | +1.73% | |
| 31 | STAG | Stag Industrial Inc | 股票-房地產 | 0.77% | -0.05% | +0.79% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.76% | +0.47% | +3.61% | |
| 33 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 0.74% | -0.52% | +1.92% | |
| 34 | WAT | Waters CORP | 股票-醫療保健 | 0.73% | +0.02% | +2.27% | |
| 35 | DE | Deere & Co | 股票-工業 | 0.72% | — | -16.53% | |
| 36 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.69% | -0.13% | -3.48% | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.69% | — | -15.05% | |
| 38 | ALLE | Allegion plc | 股票-工業 | 0.69% | -0.09% | +9.94% | |
| 39 | SIGI | Selective Insurance Group | 股票-金融 | 0.69% | +0.04% | +6.04% | |
| 40 | SMPL | Simply Good Foods Co/the | 股票-其他 | 0.68% | -0.25% | +1.05% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.68% | +0.02% | +32.06% | |
| 42 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.67% | -0.10% | +2.75% | |
| 43 | IBOC | International Bancshares Crp | 股票-其他 | 0.67% | +0.16% | +0.50% | |
| 44 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 0.66% | -0.15% | -9.42% | |
| 45 | CBSH | Commerce Bancshares Inc | 股票-金融 | 0.66% | +0.15% | +1.91% | |
| 46 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.64% | -0.38% | +25.96% | |
| 47 | SLGN | Silgan Holdings Inc | 股票-循環性消費 | 0.64% | +0.01% | -11.28% | |
| 48 | AYI | Acuity Inc | 股票-工業 | 0.62% | +0.20% | +43.04% | |
| 49 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.61% | -0.33% | -8.10% | |
| 50 | SYY | Sysco CORP | 股票-非循環性消費 | 0.60% | -0.01% | +20.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -3.86% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.5% | +23.77% | 加碼 |
| 3 | HUBB | Hubbell Inc | +0.3% | +22.49% | 加碼 |
| 4 | ORCL | Oracle CORP | +0.3% | -1.76% | 減碼 |
| 5 | AXP | American Express Co | +0.2% | +32.06% | 加碼 |
| 6 | AYI | Acuity Inc | +0.2% | +43.04% | 加碼 |
| 7 | QLYS | Qualys Inc | +0.2% | +8.39% | 加碼 |
| 8 | NTRS | Northern Trust CORP | +0.2% | +1.73% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -5.73% | 減碼 |
| 10 | AMAT | Applied Materials Inc | +0.2% | +3.61% | 加碼 |
| 11 | PRGS | Progress Software CORP | +0.2% | +1.86% | 加碼 |
| 12 | EVR | Evercore Inc - A | +0.2% | +23.94% | 加碼 |
| 13 | JAZZ | Jazz Pharmaceuticals plc | +0.2% | +129.14% | 加碼 |
| 14 | MS | Morgan Stanley | +0.2% | +6017.75% | 加碼 |
| 15 | WTS | Watts Water Technologies-a | +0.1% | +1.01% | 加碼 |
| 16 | STE | STERIS plc | +0.1% | +26.42% | 加碼 |
| 17 | SEIC | Sei Investments Company | +0.1% | +3.33% | 加碼 |
| 18 | KLAC | Kla CORP | +0.1% | +20.77% | 加碼 |
| 19 | DCI | Donaldson Co Inc | +0.1% | +7.78% | 加碼 |
| 20 | UFPT | Ufp Technologies Inc | +0.1% | +19.25% | 加碼 |
| 21 | ACLS | Axcelis Technologies Inc | +0.1% | +2.37% | 加碼 |
| 22 | IEX | Idex CORP | +0.1% | +40.02% | 加碼 |
| 23 | AMAL | Amalgamated Financial CORP | +0.1% | NEW | 新建倉 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -1.63% | 減碼 |
| 25 | NDSN | Nordson CORP | +0.1% | +22.78% | 加碼 |
| 26 | ALLE | Allegion plc | +0.1% | +9.94% | 加碼 |
| 27 | EWBC | East West Bancorp Inc | +0.1% | +25.76% | 加碼 |
| 28 | AM | Antero Midstream CORP | +0.1% | +24.41% | 加碼 |
| 29 | TFX | Teleflex Inc | -0.1% | EXIT | 清倉 |
| 30 | NSP | Insperity Inc | -0.1% | EXIT | 清倉 |
| 31 | COP | Conocophillips | -0.1% | -23.53% | 減碼 |
| 32 | PEP | Pepsico Inc | -0.1% | -3.48% | 減碼 |
| 33 | COLM | Columbia Sportswear Co | -0.1% | +0.46% | 加碼 |
| 34 | ADI | Analog Devices Inc | -0.2% | -44.79% | 減碼 |
| 35 | COO | Cooper Cos Inc/the | -0.2% | +1.92% | 加碼 |
| 36 | HP | Helmerich & Payne | -0.2% | EXIT | 清倉 |
| 37 | CRVL | Corvel CORP | -0.2% | -20.80% | 減碼 |
| 38 | WHD | Cactus Inc - A | -0.2% | -23.16% | 減碼 |
| 39 | UNP | Union Pacific CORP | -0.2% | -15.05% | 減碼 |
| 40 | TTC | Toro Co | -0.2% | -44.69% | 減碼 |
| 41 | CORT | Corcept Therapeutics Inc | -0.2% | -2.18% | 減碼 |
| 42 | AZO | Autozone Inc | -0.2% | -23.02% | 減碼 |
| 43 | JNJ | Johnson & Johnson | -0.2% | -7.10% | 減碼 |
| 44 | CVCO | Cavco Industries Inc | -0.2% | -14.92% | 減碼 |
| 45 | THG | Hanover Insurance Group Inc/ | -0.2% | -49.98% | 減碼 |
| 46 | CHE | Chemed CORP | -0.3% | +0.44% | 加碼 |
| 47 | V | Visa Inc-class A Shares | -0.3% | -14.98% | 減碼 |
| 48 | BDX | Becton Dickinson And Co | -0.3% | -30.17% | 減碼 |
| 49 | AAPL | Apple Inc | -0.4% | -2.72% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.7% | -30.76% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Boston Trust Walden Corp 在 Q2 2025 季度的美股持倉總市值約為 US$131.3億，共申報了 374 個公開持股部位。
在 Q2 2025 季度，Boston Trust Walden Corp 按市值排列的前三大核心持股分別為：MSFT (4.0%)、AAPL (2.6%)、JPM (2.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.0% 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
AMAL
市值: US$1697.4萬
本季最大獲利了結 / 清倉標的
HP
前期市值: US$2184.1萬
在 Q2 2025 季度中，Boston Trust Walden Corp 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 26 個部位、減碼 20 個部位以及清倉 3 個部位。 其中最大新建倉標的為 AMAL。 本季清倉部位包含 HP。
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。