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: 0001971456
申報總市值
US$3.5億
US$3.5億
110 檔
24.9%
Brady Family Wealth, LLC 在 Q3 2025 季度的美股部位總計估值為 US$3.5億，分散於 110 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q3 2025 申報觀察，Brady Family Wealth, LLC 採取防禦導向的調倉策略，本季減碼 33 檔個股並出清 5 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Brady Family Wealth, LLC 的前 5 大核心持股（包含 AAPL, MSFT, GOOGL 等）合計佔整體申報市值的 24.9%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 8.11% | +0.15% | -4.99% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.40% | -0.29% | -6.81% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.79% | +0.65% | -3.49% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.37% | +0.50% | -1.75% | |
| 5 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 3.04% | -0.42% | -4.85% | |
| 6 | BLK | Blackrock Inc | 股票-金融 | 2.84% | -0.16% | -5.79% | |
| 7 | SYK | Stryker CORP | 股票-醫療保健 | 2.53% | -0.20% | -1.82% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.47% | +0.09% | -2.41% | |
| 9 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.28% | -0.39% | -3.13% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.06% | -0.07% | +0.60% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.03% | +0.03% | -7.78% | |
| 12 | CB | Chubb Limited | 股票-金融 | 1.93% | -0.21% | +1.23% | |
| 13 | BR | Broadridge Financial Solutio | 股票-科技 | 1.90% | -0.41% | -5.30% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.90% | +0.14% | +0.11% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.88% | +0.74% | -12.17% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | +0.16% | +44.47% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 1.80% | +0.23% | -11.11% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 1.73% | +0.64% | -2.53% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.68% | -0.18% | -7.77% | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.67% | -0.69% | -7.43% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.67% | +0.02% | +1.44% | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.60% | -0.24% | -0.32% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.59% | -0.13% | +14.50% | |
| 24 | ADP | Automatic Data Processing | 股票-科技 | 1.47% | -0.16% | -5.23% | |
| 25 | PSX | Phillips 66 | 股票-能源 | 1.46% | -0.34% | -7.28% | |
| 26 | AMGN | Amgen Inc | 股票-醫療保健 | 1.46% | -0.10% | -3.65% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.46% | -0.33% | -7.84% | |
| 28 | ITW | Illinois Tool Works | 股票-工業 | 1.41% | -0.04% | +0.62% | |
| 29 | GD | General Dynamics CORP | 股票-工業 | 1.34% | -0.04% | -8.90% | |
| 30 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 1.33% | -0.08% | -5.99% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.29% | -0.13% | -0.40% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | +0.27% | +3.19% | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.16% | -0.01% | -4.95% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.15% | -0.06% | +2.07% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.14% | -0.06% | +1.32% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.11% | -0.23% | -12.25% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 1.08% | -0.20% | -0.78% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 1.07% | -0.14% | EXIT | |
| 39 | CAT | Caterpillar Inc | 股票-工業 | 0.88% | +0.50% | +11.40% | |
| 40 | MDT | Medtronic plc | 股票-醫療保健 | 0.80% | -0.15% | -13.65% | |
| 41 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.71% | — | -20.77% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.71% | -0.01% | -3.85% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | +0.05% | +0.00% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | +0.02% | -13.56% | |
| 45 | WMT | Walmart Inc | 股票-非循環性消費 | 0.62% | -0.10% | -0.61% | |
| 46 | AFL | Aflac Inc | 股票-金融 | 0.61% | -0.01% | -11.34% | |
| 47 | NSC | Norfolk Southern CORP | 股票-工業 | 0.58% | +0.01% | — | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.18% | -14.50% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.51% | +0.06% | -21.53% | |
| 50 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.47% | +0.03% | +7.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2% | -1.75% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.5% | -3.49% | 減碼 |
| 3 | MSFT | Microsoft CORP | +1.1% | -6.81% | 減碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.8% | +44.47% | 加碼 |
| 5 | CAT | Caterpillar Inc | +0.8% | +11.40% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.5% | +3.19% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.5% | +14.50% | 加碼 |
| 8 | AAPL | Apple Inc | +0.3% | -4.99% | 減碼 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.3% | +0.11% | 加碼 |
| 10 | BLK | Blackrock Inc | +0.3% | -5.79% | 減碼 |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +1.44% | 加碼 |
| 12 | TJX | Tjx Companies Inc | +0.2% | -0.32% | 減碼 |
| 13 | GD | General Dynamics CORP | +0.1% | -8.90% | 減碼 |
| 14 | BAC | Bank Of America CORP | +0.1% | +0.00% | 減碼 |
| 15 | NSC | Norfolk Southern CORP | +0.1% | — | 減碼 |
| 16 | LHX | L3harris Technologies Inc | +0.1% | +0.36% | 加碼 |
| 17 | WMT | Walmart Inc | +0.1% | -0.61% | 加碼 |
| 18 | ADI | Analog Devices Inc | +0.1% | -11.11% | 減碼 |
| 19 | ABBV | Abbvie Inc | +0.1% | +7.22% | 加碼 |
| 20 | TFC | Truist Financial CORP | -0.1% | -45.77% | 減碼 |
| 21 | OMC | Omnicom Group | -0.1% | -50.35% | 減碼 |
| 22 | MDT | Medtronic plc | -0.1% | -13.65% | 減碼 |
| 23 | APD | Air Products & Chemicals Inc | -0.1% | +2.07% | 加碼 |
| 24 | ECL | Ecolab Inc | -0.1% | -31.07% | 減碼 |
| 25 | MDLZ | Mondelez International Inc-a | -0.1% | -37.83% | 減碼 |
| 26 | BDX | Becton Dickinson And Co | -0.2% | -34.94% | 減碼 |
| 27 | CVX | Chevron CORP | -0.2% | -14.50% | 減碼 |
| 28 | PG | Procter & Gamble Co/the | -0.2% | +1.32% | 加碼 |
| 29 | CSCO | Cisco Systems Inc | -0.2% | -12.17% | 減碼 |
| 30 | CMCSA | Comcast Corp-class A | -0.2% | -49.32% | 減碼 |
| 31 | MCD | Mcdonald's CORP | -0.2% | -12.25% | 減碼 |
| 32 | SYK | Stryker CORP | -0.2% | -1.82% | 減碼 |
| 33 | CB | Chubb Limited | -0.2% | +1.23% | 減碼 |
| 34 | ADP | Automatic Data Processing | -0.2% | -5.23% | 減碼 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.60% | 減碼 |
| 36 | BR | Broadridge Financial Solutio | -0.3% | -5.30% | 減碼 |
| 37 | NKE | Nike Inc -cl B | -0.3% | -20.77% | 減碼 |
| 38 | PEP | Pepsico Inc | -0.3% | -7.84% | 減碼 |
| 39 | AMGN | Amgen Inc | -0.3% | -3.65% | 減碼 |
| 40 | V | Visa Inc-class A Shares | -0.3% | -2.41% | 減碼 |
| 41 | SBUX | Starbucks CORP | -0.4% | -4.95% | 減碼 |
| 42 | CRM | Salesforce Inc | -0.4% | -15.40% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.7% | -31.23% | 減碼 |
| 44 | ACN | Accenture plc | -0.7% | -7.43% | 減碼 |
| 45 | UPS | United Parcel Service-cl B | — | EXIT | 清倉 |
| 46 | TROW | T Rowe Price Group Inc | — | EXIT | 清倉 |
| 47 | WM | Waste Management Inc | — | NEW | 新建倉 |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | — | EXIT | 清倉 |
| 49 | NVS | Novartis Ag-sponsored Adr | — | EXIT | 清倉 |
| 50 | AMT | American Tower CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Brady Family Wealth, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$3.5億，共申報了 110 個公開持股部位。
在 Q3 2025 季度，Brady Family Wealth, LLC 按市值排列的前三大核心持股分別為：AAPL (8.1%)、MSFT (6.4%)、GOOGL (4.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.1% 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
WM
市值: US$44.5萬
本季最大獲利了結 / 清倉標的
UPS
前期市值: US$236.1萬
在 Q3 2025 季度中，Brady Family Wealth, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 11 個部位、減碼 33 個部位以及清倉 5 個部位。 其中最大新建倉標的為 WM。 本季清倉部位包含 UPS。
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。