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
391 檔
12.9%
在 Q3 2025 的 13F 官方備案中，Boston Trust Walden Corp 管理的美股投資組合規模來到 US$131.3億，整體持股檔數為 391 檔。
從 Q3 2025 申報觀察，Boston Trust Walden Corp 採取防禦導向的調倉策略，本季減碼 30 檔個股並出清 4 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, JPM）累計市值佔比達 12.9%，是驅動 Boston Trust Walden Corp 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 391 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 | 4.01% | -0.22% | -7.21% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.98% | +0.09% | -9.02% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.91% | +0.02% | -13.58% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.89% | +0.18% | -15.39% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.66% | +0.18% | -12.68% | |
| 6 | DCI | Donaldson Co Inc | 股票-工業 | 1.62% | -0.07% | -4.36% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.36% | +0.34% | +3.16% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | +0.04% | -7.43% | |
| 9 | ATR | Aptargroup Inc | 股票-醫療保健 | 1.21% | -0.16% | +16.42% | |
| 10 | QLYS | Qualys Inc | 股票-科技 | 1.11% | +0.30% | +0.74% | |
| 11 | HUBB | Hubbell Inc | 股票-工業 | 1.11% | -0.06% | -4.89% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.04% | -0.06% | -12.35% | |
| 13 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.02% | -0.23% | -0.77% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.01% | — | -5.38% | |
| 15 | WTS | Watts Water Technologies-a | 股票-工業 | 0.98% | +0.20% | -7.93% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.97% | -0.07% | -29.56% | |
| 17 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.97% | +0.14% | -0.82% | |
| 18 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.91% | +0.06% | -5.80% | |
| 19 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.88% | -0.13% | -0.91% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.85% | -0.13% | -3.34% | |
| 21 | CBSH | Commerce Bancshares Inc | 股票-金融 | 0.83% | +0.15% | +28.32% | |
| 22 | ACN | Accenture plc | 股票-科技 | 0.83% | -0.29% | -15.32% | |
| 23 | CHH | Choice Hotels Intl Inc | 股票-循環性消費 | 0.82% | -0.04% | +8.40% | |
| 24 | AYI | Acuity Inc | 股票-工業 | 0.81% | +0.20% | +10.17% | |
| 25 | SYK | Stryker CORP | 股票-醫療保健 | 0.78% | -0.06% | -7.08% | |
| 26 | CHE | Chemed CORP | 股票-醫療保健 | 0.77% | +0.07% | -5.24% | |
| 27 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.77% | -0.10% | +3.15% | |
| 28 | STAG | Stag Industrial Inc | 股票-房地產 | 0.76% | -0.05% | -0.69% | |
| 29 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 0.75% | -0.52% | +2.00% | |
| 30 | AMAT | Applied Materials Inc | 股票-科技 | 0.71% | +0.47% | -19.20% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.71% | -0.05% | -17.85% | |
| 32 | ALLE | Allegion plc | 股票-工業 | 0.70% | -0.09% | -19.82% | |
| 33 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.69% | -0.38% | -1.52% | |
| 34 | CVCO | Cavco Industries Inc | 股票-循環性消費 | 0.69% | +0.17% | -1.00% | |
| 35 | SEIC | Sei Investments Company | 股票-金融 | 0.69% | -0.01% | -19.29% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.68% | +0.22% | -18.00% | |
| 37 | SMPL | Simply Good Foods Co/the | 股票-其他 | 0.64% | -0.25% | +16.05% | |
| 38 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.64% | -0.17% | -12.01% | |
| 39 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 0.63% | -0.15% | +7.30% | |
| 40 | IBOC | International Bancshares Crp | 股票-其他 | 0.63% | +0.16% | -11.08% | |
| 41 | PRGS | Progress Software CORP | 股票-其他 | 0.63% | -0.36% | EXIT | |
| 42 | OGS | One Gas Inc | 股票-公用事業 | 0.62% | -0.16% | -2.11% | |
| 43 | TER | Teradyne Inc | 股票-科技 | 0.62% | — | +43.02% | |
| 44 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.62% | -0.05% | -8.17% | |
| 45 | FDS | Factset Research Systems Inc | 股票-金融 | 0.61% | -0.04% | -2.42% | |
| 46 | NDSN | Nordson CORP | 股票-工業 | 0.59% | +0.01% | +0.06% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.59% | +0.02% | -18.28% | |
| 48 | STE | STERIS plc | 股票-醫療保健 | 0.59% | -0.08% | +0.09% | |
| 49 | UNP | Union Pacific CORP | 股票-工業 | 0.59% | — | -19.84% | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.58% | -0.13% | -23.12% |
| # | 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% | -7.21% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.7% | +3.16% | 加碼 |
| 3 | ORCL | Oracle CORP | +0.4% | -12.35% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -12.68% | 減碼 |
| 5 | AYI | Acuity Inc | +0.4% | +10.17% | 加碼 |
| 6 | HUBB | Hubbell Inc | +0.4% | -4.89% | 加碼 |
| 7 | TER | Teradyne Inc | +0.4% | +43.02% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.4% | -15.39% | 減碼 |
| 9 | DCI | Donaldson Co Inc | +0.3% | -4.36% | 加碼 |
| 10 | SFM | Sprouts Farmers Market Inc | +0.3% | +1588.09% | 加碼 |
| 11 | MEDP | Medpace Holdings Inc | +0.3% | +0.08% | 加碼 |
| 12 | JAZZ | Jazz Pharmaceuticals plc | +0.2% | +0.23% | 加碼 |
| 13 | WTS | Watts Water Technologies-a | +0.2% | -7.93% | 減碼 |
| 14 | MS | Morgan Stanley | +0.2% | +20.75% | 加碼 |
| 15 | COP | Conocophillips | -0.2% | -19.15% | 減碼 |
| 16 | TTC | Toro Co | -0.2% | -0.42% | 減碼 |
| 17 | SLGN | Silgan Holdings Inc | -0.2% | -1.09% | 減碼 |
| 18 | HAE | Haemonetics Corp/mass | -0.2% | -12.23% | 減碼 |
| 19 | UPS | United Parcel Service-cl B | -0.2% | -21.31% | 減碼 |
| 20 | THG | Hanover Insurance Group Inc/ | -0.2% | -0.48% | 減碼 |
| 21 | WHD | Cactus Inc - A | -0.2% | -7.86% | 減碼 |
| 22 | AZO | Autozone Inc | -0.2% | -18.90% | 減碼 |
| 23 | CMCSA | Comcast Corp-class A | -0.2% | -27.22% | 減碼 |
| 24 | CRVL | Corvel CORP | -0.3% | -1.45% | 減碼 |
| 25 | PEP | Pepsico Inc | -0.3% | -23.12% | 減碼 |
| 26 | DE | Deere & Co | -0.3% | -16.99% | 減碼 |
| 27 | UNP | Union Pacific CORP | -0.3% | -19.84% | 減碼 |
| 28 | CB | Chubb Limited | -0.3% | -17.85% | 減碼 |
| 29 | BDX | Becton Dickinson And Co | -0.3% | -13.51% | 減碼 |
| 30 | CLX | Clorox Company | -0.3% | -99.01% | 減碼 |
| 31 | SIGI | Selective Insurance Group | -0.3% | -44.37% | 減碼 |
| 32 | CHE | Chemed CORP | -0.3% | -5.24% | 減碼 |
| 33 | JNJ | Johnson & Johnson | -0.4% | -29.56% | 減碼 |
| 34 | V | Visa Inc-class A Shares | -0.4% | -7.43% | 減碼 |
| 35 | ACN | Accenture plc | -0.4% | -15.32% | 減碼 |
| 36 | FDS | Factset Research Systems Inc | -0.4% | -2.42% | 減碼 |
| 37 | COLM | Columbia Sportswear Co | -0.5% | -57.36% | 減碼 |
| 38 | WAT | Waters CORP | -0.5% | -58.42% | 減碼 |
| 39 | UNH | Unitedhealth Group Inc | -0.7% | -23.56% | 減碼 |
| 40 | GMED | Globus Medical Inc - A | — | NEW | 新建倉 |
| 41 | NYT | New York Times Co-a | — | NEW | 新建倉 |
| 42 | GDDY | Godaddy Inc - Class A | — | NEW | 新建倉 |
| 43 | MTX | Minerals Technologies Inc | — | EXIT | 清倉 |
| 44 | INDB | Independent Bank Corp/ma | — | EXIT | 清倉 |
| 45 | FTNT | Fortinet Inc | — | NEW | 新建倉 |
| 46 | ICUI | Icu Medical Inc | — | EXIT | 清倉 |
| 47 | TRNO | Terreno Realty CORP | — | NEW | 新建倉 |
| 48 | BIO | Bio-rad Laboratories-a | — | NEW | 新建倉 |
| 49 | INMD | InMode Ltd. | — | EXIT | 清倉 |
| 50 | LKFN | Lakeland Financial CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Boston Trust Walden Corp 在 Q3 2025 季度的美股持倉總市值約為 US$131.3億，共申報了 391 個公開持股部位。
在 Q3 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 (3.0%)、JPM (1.9%)。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
GMED
市值: US$6789.1萬
本季最大獲利了結 / 清倉標的
MTX
前期市值: US$3841.1萬
在 Q3 2025 季度中，Boston Trust Walden Corp 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 9 個部位、減碼 30 個部位以及清倉 4 個部位。 其中最大新建倉標的為 GMED。 本季清倉部位包含 MTX。
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。