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
383 檔
13.0%
截至 Q4 2025 季度末，Boston Trust Walden Corp 的美股持倉估值約為 US$131.3億，全數申報部位共有 383 檔。
Boston Trust Walden Corp 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 36 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, GOOGL）占據了總市值的 13.0%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
DT
市值: US$4998.6萬
本季最大獲利了結 / 清倉標的
ZBRA
前期市值: US$5151.7萬
僅顯示前 200 大持股（共 383 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 | 3.65% | -0.22% | -5.10% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.18% | +0.09% | -2.87% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.23% | +0.18% | -10.69% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.95% | +0.18% | -11.63% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.90% | +0.02% | -5.28% | |
| 6 | DCI | Donaldson Co Inc | 股票-工業 | 1.60% | -0.07% | -11.48% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.57% | +0.34% | +12.05% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | +0.04% | -3.04% | |
| 9 | ATR | Aptargroup Inc | 股票-醫療保健 | 1.30% | -0.16% | +14.61% | |
| 10 | HUBB | Hubbell Inc | 股票-工業 | 1.15% | -0.06% | -2.34% | |
| 11 | QLYS | Qualys Inc | 股票-科技 | 1.11% | +0.30% | -3.70% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | -0.07% | -6.43% | |
| 13 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.00% | -0.23% | -4.41% | |
| 14 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.96% | +0.06% | -1.30% | |
| 15 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.94% | +0.14% | -3.95% | |
| 16 | WTS | Watts Water Technologies-a | 股票-工業 | 0.91% | +0.20% | -8.35% | |
| 17 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 0.90% | +0.06% | +15.40% | |
| 18 | ACN | Accenture plc | 股票-科技 | 0.85% | -0.29% | -8.24% | |
| 19 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.84% | -0.13% | -4.16% | |
| 20 | CBSH | Commerce Bancshares Inc | 股票-金融 | 0.82% | +0.15% | +9.52% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 0.81% | — | -11.18% | |
| 22 | STAG | Stag Industrial Inc | 股票-房地產 | 0.78% | -0.05% | -4.49% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 0.78% | +0.47% | -15.16% | |
| 24 | CB | Chubb Limited | 股票-金融 | 0.77% | -0.05% | -4.40% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 0.77% | +0.22% | -2.30% | |
| 26 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 0.77% | -0.52% | -17.22% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.75% | -0.13% | -7.57% | |
| 28 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.75% | -0.17% | -3.54% | |
| 29 | SYK | Stryker CORP | 股票-醫療保健 | 0.75% | -0.06% | -2.12% | |
| 30 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.74% | -0.10% | -2.53% | |
| 31 | CHE | Chemed CORP | 股票-醫療保健 | 0.71% | +0.07% | -5.64% | |
| 32 | CHH | Choice Hotels Intl Inc | 股票-循環性消費 | 0.71% | -0.04% | -5.29% | |
| 33 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.70% | -0.05% | -1.72% | |
| 34 | CVCO | Cavco Industries Inc | 股票-循環性消費 | 0.69% | +0.17% | -4.27% | |
| 35 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.69% | -0.38% | +5.72% | |
| 36 | AYI | Acuity Inc | 股票-工業 | 0.68% | +0.20% | -22.15% | |
| 37 | SEIC | Sei Investments Company | 股票-金融 | 0.67% | -0.01% | -1.87% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.67% | +0.02% | -1.10% | |
| 39 | BMI | Badger Meter Inc | 股票-科技 | 0.67% | +0.16% | +53.83% | |
| 40 | TER | Teradyne Inc | 股票-科技 | 0.66% | — | -26.10% | |
| 41 | OGS | One Gas Inc | 股票-公用事業 | 0.64% | -0.16% | +5.30% | |
| 42 | NDSN | Nordson CORP | 股票-工業 | 0.63% | +0.01% | -1.87% | |
| 43 | ALLE | Allegion plc | 股票-工業 | 0.63% | -0.09% | -2.20% | |
| 44 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 0.63% | -0.15% | -0.05% | |
| 45 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.63% | +0.07% | -2.12% | |
| 46 | IEX | Idex CORP | 股票-工業 | 0.62% | -0.04% | +21.05% | |
| 47 | FDS | Factset Research Systems Inc | 股票-金融 | 0.61% | -0.04% | -3.47% | |
| 48 | STE | STERIS plc | 股票-醫療保健 | 0.61% | -0.08% | -1.85% | |
| 49 | PRGS | Progress Software CORP | 股票-其他 | 0.61% | -0.36% | EXIT | |
| 50 | IBOC | International Bancshares Crp | 股票-其他 | 0.60% | +0.16% | -4.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GMED | Globus Medical Inc - A | +0.4% | +15.40% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -10.69% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -11.63% | 減碼 |
| 4 | BMI | Badger Meter Inc | +0.2% | +53.83% | 加碼 |
| 5 | IWM | Ishares Russell 2000 ETF | +0.2% | +1187.94% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.2% | +12.05% | 加碼 |
| 7 | AAPL | Apple Inc | +0.2% | -2.87% | 減碼 |
| 8 | SFM | Sprouts Farmers Market Inc | +0.2% | +112.92% | 加碼 |
| 9 | IEX | Idex CORP | +0.2% | +21.05% | 加碼 |
| 10 | AMGN | Amgen Inc | +0.2% | +390.15% | 加碼 |
| 11 | AVY | Avery Dennison CORP | +0.1% | +15.07% | 加碼 |
| 12 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | -3.65% | 減碼 |
| 13 | CRL | Charles River Laboratories | +0.1% | -0.77% | 減碼 |
| 14 | ROST | Ross Stores Inc | +0.1% | -3.54% | 減碼 |
| 15 | JKHY | Jack Henry & Associates Inc | +0.1% | +0.16% | 加碼 |
| 16 | EXPD | Expeditors Intl Wash Inc | +0.1% | -1.86% | 減碼 |
| 17 | WTS | Watts Water Technologies-a | -0.1% | -8.35% | 減碼 |
| 18 | ALLE | Allegion plc | -0.1% | -2.20% | 減碼 |
| 19 | FFIV | F5 Inc | -0.1% | -1.00% | 減碼 |
| 20 | COST | Costco Wholesale CORP | -0.1% | -7.57% | 減碼 |
| 21 | NTRS | Northern Trust CORP | -0.1% | -22.05% | 減碼 |
| 22 | MZTI | Marzetti Company/the | -0.1% | -22.44% | 減碼 |
| 23 | AFG | American Financial Group Inc | -0.1% | -13.55% | 減碼 |
| 24 | WSM | Williams-sonoma Inc | -0.1% | -15.42% | 減碼 |
| 25 | DFIN | Donnelley Financial Solution | -0.1% | -29.16% | 減碼 |
| 26 | CHH | Choice Hotels Intl Inc | -0.1% | -5.29% | 減碼 |
| 27 | PAYC | Paycom Software Inc | -0.1% | -2.35% | 減碼 |
| 28 | APD | Air Products & Chemicals Inc | -0.1% | -19.59% | 減碼 |
| 29 | INGR | Ingredion Inc | -0.1% | -98.51% | 減碼 |
| 30 | AYI | Acuity Inc | -0.1% | -22.15% | 減碼 |
| 31 | MTDR | Matador Resources Co | -0.1% | -34.07% | 減碼 |
| 32 | AZO | Autozone Inc | -0.1% | -6.04% | 減碼 |
| 33 | SMPL | Simply Good Foods Co/the | -0.1% | -6.13% | 減碼 |
| 34 | CNS | Cohen & Steers Inc | -0.1% | -30.74% | 減碼 |
| 35 | DLB | Dolby Laboratories Inc-cl A | -0.2% | -18.65% | 減碼 |
| 36 | ADP | Automatic Data Processing | -0.2% | -11.18% | 減碼 |
| 37 | CORT | Corcept Therapeutics Inc | -0.2% | -6.16% | 減碼 |
| 38 | IDCC | Interdigital Inc | -0.2% | -35.29% | 減碼 |
| 39 | MSFT | Microsoft CORP | -0.4% | -5.10% | 減碼 |
| 40 | ORCL | Oracle CORP | -0.5% | -21.52% | 減碼 |
| 41 | ZBRA | Zebra Technologies Corp-cl A | — | EXIT | 清倉 |
| 42 | DT | Dynatrace Inc | — | NEW | 新建倉 |
| 43 | ATMU | Atmus Filtration Technologie | — | NEW | 新建倉 |
| 44 | CVLT | Commvault Systems Inc | — | NEW | 新建倉 |
| 45 | TDC | Teradata CORP | — | EXIT | 清倉 |
| 46 | CWST | Casella Waste Systems Inc-a | — | NEW | 新建倉 |
| 47 | FLO | Flowers Foods Inc | — | EXIT | 清倉 |
| 48 | PCTY | Paylocity Holding CORP | — | NEW | 新建倉 |
| 49 | AMAL | Amalgamated Financial CORP | — | EXIT | 清倉 |
| 50 | EVR | Evercore Inc - A | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Boston Trust Walden Corp 在 Q4 2025 季度的美股持倉總市值約為 US$131.3億，共申報了 383 個公開持股部位。
在 Q4 2025 季度，Boston Trust Walden Corp 按市值排列的前三大核心持股分別為：MSFT (3.6%)、AAPL (3.2%)、GOOGL (2.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.6% 的權重。
在 Q4 2025 季度中，Boston Trust Walden Corp 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 9 個部位、減碼 31 個部位以及清倉 5 個部位。 其中最大新建倉標的為 DT。 本季清倉部位包含 ZBRA。
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。
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。
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。