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: 0001015086
申報總市值
US$70.6億
US$70.6億
536 檔
18.2%
截至 Q2 2025 季度末，Bradley Foster & Sargent Inc/ct 的美股持倉估值約為 US$70.6億，全數申報部位共有 536 檔。
在 Q2 2025，Bradley Foster & Sargent Inc/ct 操作展現出積極擴展與加碼意向。本季共新建倉 39 個新部位，並對 80 個既有持股進行加碼（合計增持 119 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, JPM, AAPL）占據了總市值的 18.2%，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 536 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 | 5.99% | -0.19% | +0.83% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.54% | +0.10% | +0.09% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.54% | +0.20% | -2.03% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.07% | +0.13% | +6.42% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.94% | +0.58% | -0.71% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.16% | -0.14% | +2.54% | |
| 7 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.05% | -0.88% | -5.01% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.01% | -0.31% | -2.60% | |
| 9 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.99% | -0.59% | +27.13% | |
| 10 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.84% | -0.37% | -0.44% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.77% | -0.21% | +6.64% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.65% | +0.09% | -0.61% | |
| 13 | DHR | Danaher CORP | 股票-醫療保健 | 1.62% | +0.60% | -9.95% | |
| 14 | APH | Amphenol Corp-cl A | 股票-科技 | 1.59% | +0.50% | -0.59% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.54% | -0.08% | -0.36% | |
| 16 | FISV | Fiserv Inc | 股票-其他 | 1.49% | -0.03% | +2.28% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | +0.07% | +3.55% | |
| 18 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 1.36% | +0.05% | +1.08% | |
| 19 | DE | Deere & Co | 股票-工業 | 1.33% | +0.27% | -0.16% | |
| 20 | ADI | Analog Devices Inc | 股票-科技 | 1.27% | +0.18% | +1.46% | |
| 21 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.24% | -0.04% | -2.35% | |
| 22 | INTU | Intuit Inc | 股票-科技 | 1.22% | -0.11% | -1.18% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.22% | -0.13% | +3.77% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | -0.54% | +229.11% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.20% | -0.07% | -1.07% | |
| 26 | GE | General Electric | 股票-工業 | 1.18% | +0.53% | +142.46% | |
| 27 | WWD | Woodward Inc | 股票-工業 | 1.07% | +0.04% | +6.30% | |
| 28 | ICE | Intercontinental Exchange In | 股票-金融 | 1.04% | -0.14% | +8.19% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.94% | -0.22% | -11.95% | |
| 30 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.93% | -0.57% | -1.54% | |
| 31 | COP | Conocophillips | 股票-能源 | 0.90% | -0.37% | +0.02% | |
| 32 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.88% | -0.12% | +0.81% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.87% | -0.06% | -0.35% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.84% | -0.07% | -6.63% | |
| 35 | RBC | RBC Bearings Inc | 股票-工業 | 0.82% | +0.06% | -1.10% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.79% | -0.16% | +0.37% | |
| 37 | NOC | Northrop Grumman CORP | 股票-工業 | 0.74% | -0.28% | +0.11% | |
| 38 | BALL | Ball CORP | 股票-循環性消費 | 0.71% | — | +0.45% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.71% | -0.02% | -0.26% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.28% | -5.87% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.68% | +0.04% | -3.08% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.68% | +0.03% | +0.19% | |
| 43 | CAT | Caterpillar Inc | 股票-工業 | 0.66% | +0.38% | -0.71% | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.65% | +0.01% | -43.97% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.62% | +0.24% | +2.85% | |
| 46 | WMT | Walmart Inc | 股票-非循環性消費 | 0.61% | -0.16% | +45.21% | |
| 47 | PWR | Quanta Services Inc | 股票-工業 | 0.60% | +0.11% | +1.14% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.60% | +0.04% | +2.30% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | +0.04% | +4.43% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.04% | -0.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | +0.83% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.8% | +229.11% | 加碼 |
| 3 | GE | General Electric | +0.8% | +142.46% | 加碼 |
| 4 | CDNS | Cadence Design Sys Inc | +0.5% | NEW | 新建倉 |
| 5 | APH | Amphenol Corp-cl A | +0.4% | -0.59% | 減碼 |
| 6 | ALC | Alcon Inc. | +0.4% | +906.85% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.4% | +3.55% | 加碼 |
| 8 | RRC | Range Resources CORP | +0.4% | +515.80% | 加碼 |
| 9 | GLD | Spdr Gold Shares | +0.4% | +27.13% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | +0.09% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.3% | +6.42% | 加碼 |
| 12 | ORCL | Oracle CORP | +0.3% | -0.35% | 減碼 |
| 13 | WWD | Woodward Inc | +0.3% | +6.30% | 加碼 |
| 14 | AVGO | Broadcom Inc | +0.2% | +2.30% | 加碼 |
| 15 | WMT | Walmart Inc | +0.2% | +45.21% | 加碼 |
| 16 | INTU | Intuit Inc | +0.2% | -1.18% | 減碼 |
| 17 | PWR | Quanta Services Inc | +0.2% | +1.14% | 加碼 |
| 18 | WTM | White Mountains Insurance Group, Ltd. | +0.2% | NEW | 新建倉 |
| 19 | SYK | Stryker CORP | +0.2% | +42.06% | 加碼 |
| 20 | IDXX | Idexx Laboratories Inc | +0.1% | +0.81% | 加碼 |
| 21 | CGNX | Cognex CORP | +0.1% | NEW | 新建倉 |
| 22 | NOVT | Novanta Inc | +0.1% | NEW | 新建倉 |
| 23 | ADI | Analog Devices Inc | +0.1% | +1.46% | 加碼 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.71% | 減碼 |
| 25 | FWONK | Liberty Media Corp-formula-c | +0.1% | +1.08% | 加碼 |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | 新建倉 |
| 27 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | 新建倉 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +1.35% | 加碼 |
| 29 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.59% | 加碼 |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +112.50% | 加碼 |
| 31 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +559.85% | 加碼 |
| 32 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | NEW | 新建倉 |
| 33 | NOW | Servicenow Inc | +0.1% | +108.51% | 加碼 |
| 34 | RBC | RBC Bearings Inc | +0.1% | -1.10% | 減碼 |
| 35 | GDX | Vaneck Gold Miners ETF | +0.1% | +18.92% | 加碼 |
| 36 | VEA | Vanguard Ftse Developed ETF | +0.1% | +20.48% | 加碼 |
| 37 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +45.24% | 加碼 |
| 38 | WY | Weyerhaeuser Co | +0.1% | +83.46% | 加碼 |
| 39 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +29.04% | 加碼 |
| 40 | EFA | Ishares Msci Eafe ETF | +0.1% | +72.08% | 加碼 |
| 41 | EFV | Ishares Msci Eafe Value ETF | +0.1% | NEW | 新建倉 |
| 42 | MOS | Mosaic Co/the | +0.1% | NEW | 新建倉 |
| 43 | ICE | Intercontinental Exchange In | +0.1% | +8.19% | 加碼 |
| 44 | GOOG | Alphabet Inc-cl C | +0.1% | +4.43% | 加碼 |
| 45 | IVV | Ishares Core S&p 500 ETF | +0.1% | +16.22% | 加碼 |
| 46 | ETN | Eaton Corporation plc | +0.1% | +8.26% | 加碼 |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | NEW | 新建倉 |
| 48 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | NEW | 新建倉 |
| 49 | SCHX | Schwab US Large-cap ETF | +0.1% | +247.56% | 加碼 |
| 50 | CAT | Caterpillar Inc | 0% | -0.71% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bradley Foster & Sargent Inc/ct 在 Q2 2025 季度的美股持倉總市值約為 US$70.6億，共申報了 536 個公開持股部位。
在 Q2 2025 季度，Bradley Foster & Sargent Inc/ct 按市值排列的前三大核心持股分別為：MSFT (6.0%)、JPM (4.5%)、AAPL (3.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.0% 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
CDNS
市值: US$3401.8萬
本季最大獲利了結 / 清倉標的
NVR
前期市值: US$405.0萬
在 Q2 2025 季度中，Bradley Foster & Sargent Inc/ct 共進行了 200 項持倉異動，包含新建倉 39 個部位、加碼 80 個部位、減碼 74 個部位以及清倉 7 個部位。 其中最大新建倉標的為 CDNS。 本季清倉部位包含 NVR。
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。