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: 0001725690
申報總市值
US$3.8億
US$3.8億
578 檔
4.7%
根據最新整理的 13F 季度數據集，Bridgefront Capital, LLC 於 Q2 2025 結束時的管理資產規模為 US$3.8億。該機構在本季度申報了 578 檔美股持倉，呈現出該時期的主要投資地圖。
Q2 2025 的申報記錄反映 Bridgefront Capital, LLC 的板塊替換策略：機構本季推動了 113 筆增持與 87 筆減持，籌碼呈現明顯的結構重組。
整體而言，Bridgefront Capital, LLC 的前 5 大持股（包含 MA, INTU, JBL）貢獻了組合市值的 4.7%，形成該機構在 Q2 2025 季度的基本面基石。
僅顯示前 200 大持股（共 578 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 | MA | Mastercard Inc - A | 股票-金融 | 1.08% | -0.30% | +39.13% | |
| 2 | INTU | Intuit Inc | 股票-科技 | 1.02% | +0.06% | NEW | |
| 3 | JBL | Jabil Inc | 股票-科技 | 0.92% | — | — | |
| 4 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.88% | -0.29% | EXIT | |
| 5 | CPB | THE Campbell's Company | 股票-非循環性消費 | 0.80% | — | — | |
| 6 | SPGI | S&p Global Inc | 股票-金融 | 0.78% | +0.38% | NEW | |
| 7 | ANET | Arista Networks Inc | 股票-科技 | 0.76% | -0.10% | +244.21% | |
| 8 | DHR | Danaher CORP | 股票-醫療保健 | 0.71% | +0.03% | +43.67% | |
| 9 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.69% | +0.02% | +364.31% | |
| 10 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.67% | — | — | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.63% | — | — | |
| 12 | ETR | Entergy CORP | 股票-公用事業 | 0.63% | — | +10.13% | |
| 13 | ADC | Agree Realty CORP | 股票-房地產 | 0.61% | +0.15% | +42.88% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | — | +177.86% | |
| 15 | LNG | Cheniere Energy Inc | 股票-能源 | 0.57% | -0.61% | EXIT | |
| 16 | OC | Owens Corning | 股票-工業 | 0.57% | +0.06% | NEW | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.57% | -0.45% | EXIT | |
| 18 | C | Citigroup Inc | 股票-金融 | 0.55% | +0.17% | +47.27% | |
| 19 | IT | Gartner Inc | 股票-科技 | 0.53% | +0.24% | +135.70% | |
| 20 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.52% | -1.06% | EXIT | |
| 21 | MDB | Mongodb Inc | 股票-科技 | 0.51% | +0.20% | NEW | |
| 22 | EXE | Expand Energy CORP | 股票-能源 | 0.51% | -0.60% | EXIT | |
| 23 | GM | General Motors Co | 股票-循環性消費 | 0.50% | -0.33% | +200.58% | |
| 24 | TPR | Tapestry Inc | 股票-循環性消費 | 0.50% | -0.35% | +47.43% | |
| 25 | EQIX | Equinix Inc | 股票-房地產 | 0.49% | +0.27% | -24.83% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.47% | -0.19% | EXIT | |
| 27 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.47% | — | — | |
| 28 | ALLY | Ally Financial Inc | 股票-金融 | 0.47% | — | +290.00% | |
| 29 | EFX | Equifax Inc | 股票-工業 | 0.46% | +0.17% | NEW | |
| 30 | ADSK | Autodesk Inc | 股票-科技 | 0.45% | -0.42% | EXIT | |
| 31 | SPG | Simon Property Group Inc | 股票-房地產 | 0.44% | — | +91.50% | |
| 32 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.44% | -0.08% | EXIT | |
| 33 | GEV | GE Vernova Inc | 股票-工業 | 0.43% | — | — | |
| 34 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.43% | -0.05% | EXIT | |
| 35 | NDSN | Nordson CORP | 股票-工業 | 0.43% | — | — | |
| 36 | EPAM | Epam Systems Inc | 股票-科技 | 0.43% | -0.22% | EXIT | |
| 37 | CLX | Clorox Company | 股票-非循環性消費 | 0.43% | -0.83% | EXIT | |
| 38 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.42% | +0.10% | NEW | |
| 39 | DOV | Dover CORP | 股票-工業 | 0.42% | — | +25.59% | |
| 40 | XYL | Xylem Inc | 股票-工業 | 0.40% | — | +581.38% | |
| 41 | PATH | Uipath Inc - Class A | 股票-科技 | 0.40% | +0.01% | — | |
| 42 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.39% | -0.38% | -31.25% | |
| 43 | TEL | TE Connectivity plc | 股票-科技 | 0.39% | — | — | |
| 44 | GE | General Electric | 股票-工業 | 0.38% | -0.19% | +174.33% | |
| 45 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.38% | -0.57% | EXIT | |
| 46 | CRH | CRH plc | 股票-原物料 | 0.37% | -0.05% | EXIT | |
| 47 | PNC | Pnc Financial Services Group | 股票-金融 | 0.37% | — | — | |
| 48 | CMI | Cummins Inc | 股票-工業 | 0.36% | — | -29.91% | |
| 49 | MTZ | Mastec Inc | 股票-工業 | 0.36% | — | — | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | — | -24.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JBL | Jabil Inc | +0.9% | NEW | 新建倉 |
| 2 | CPB | THE Campbell's Company | +0.8% | NEW | 新建倉 |
| 3 | KVUE | Kenvue Inc | +0.7% | NEW | 新建倉 |
| 4 | SCHW | Schwab (charles) CORP | +0.7% | +281.24% | 加碼 |
| 5 | ABBV | Abbvie Inc | +0.6% | NEW | 新建倉 |
| 6 | ANET | Arista Networks Inc | +0.6% | +244.21% | 加碼 |
| 7 | SPGI | S&p Global Inc | +0.6% | +286.61% | 加碼 |
| 8 | ISRG | Intuitive Surgical Inc | +0.5% | +364.31% | 加碼 |
| 9 | TTWO | Take-two Interactive Softwre | +0.5% | NEW | 新建倉 |
| 10 | CMCSA | Comcast Corp-class A | +0.5% | NEW | 新建倉 |
| 11 | WTW | Willis Towers Watson Public Limited Company | +0.5% | NEW | 新建倉 |
| 12 | EFX | Equifax Inc | +0.5% | NEW | 新建倉 |
| 13 | GEV | GE Vernova Inc | +0.4% | NEW | 新建倉 |
| 14 | NDSN | Nordson CORP | +0.4% | NEW | 新建倉 |
| 15 | LNG | Cheniere Energy Inc | +0.4% | +252.08% | 加碼 |
| 16 | PATH | Uipath Inc - Class A | +0.4% | NEW | 新建倉 |
| 17 | TEL | TE Connectivity plc | +0.4% | NEW | 新建倉 |
| 18 | CRH | CRH plc | +0.4% | NEW | 新建倉 |
| 19 | PNC | Pnc Financial Services Group | +0.4% | NEW | 新建倉 |
| 20 | MTZ | Mastec Inc | +0.4% | NEW | 新建倉 |
| 21 | PG | Procter & Gamble Co/the | +0.4% | +177.86% | 加碼 |
| 22 | ALLY | Ally Financial Inc | +0.4% | +290.00% | 加碼 |
| 23 | TTEK | Tetra Tech Inc | +0.4% | NEW | 新建倉 |
| 24 | DUOL | Duolingo | +0.4% | NEW | 新建倉 |
| 25 | XYL | Xylem Inc | +0.3% | +581.38% | 加碼 |
| 26 | RSG | Republic Services Inc | +0.3% | NEW | 新建倉 |
| 27 | GM | General Motors Co | +0.3% | +200.58% | 加碼 |
| 28 | RS | Reliance Inc | +0.3% | NEW | 新建倉 |
| 29 | KEL | Kellanova | +0.3% | NEW | 新建倉 |
| 30 | PINS | Pinterest Inc- Class A | +0.3% | NEW | 新建倉 |
| 31 | PRMB | Primo Brands CORP | +0.3% | NEW | 新建倉 |
| 32 | FTI | TechnipFMC plc | +0.3% | NEW | 新建倉 |
| 33 | FIVE | Five Below | +0.3% | NEW | 新建倉 |
| 34 | STX | Seagate Technology Holdings plc | +0.3% | NEW | 新建倉 |
| 35 | P | Everpure Inc-a | +0.3% | NEW | 新建倉 |
| 36 | UNP | Union Pacific CORP | +0.3% | NEW | 新建倉 |
| 37 | FERG | Ferguson Enterprises Inc | +0.3% | NEW | 新建倉 |
| 38 | POOL | Pool CORP | +0.3% | NEW | 新建倉 |
| 39 | OVV | Ovintiv Inc | +0.3% | NEW | 新建倉 |
| 40 | ULTA | Ulta Beauty Inc | +0.3% | NEW | 新建倉 |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | +0.3% | NEW | 新建倉 |
| 42 | FCN | Fti Consulting Inc | +0.3% | NEW | 新建倉 |
| 43 | CF | Cf Industries Holdings Inc | +0.3% | NEW | 新建倉 |
| 44 | IT | Gartner Inc | +0.3% | +135.70% | 加碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | +0.3% | +154.74% | 加碼 |
| 46 | MDB | Mongodb Inc | +0.3% | +90.55% | 加碼 |
| 47 | DRI | Darden Restaurants Inc | +0.3% | +174.89% | 加碼 |
| 48 | WDC | Western Digital CORP | +0.3% | NEW | 新建倉 |
| 49 | BMY | Bristol-myers Squibb Co | +0.3% | NEW | 新建倉 |
| 50 | TTD | Trade Desk Inc/the -class A | +0.3% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Bridgefront Capital, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$3.8億，共申報了 578 個公開持股部位。
在 Q2 2025 季度，Bridgefront Capital, LLC 按市值排列的前三大核心持股分別為：MA (1.1%)、INTU (1.0%)、JBL (0.9%)。其中最大持股部位 MA 佔據整體投資組合約 1.1% 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
JBL
市值: US$348.9萬
本季最大獲利了結 / 清倉標的
ICE
前期市值: US$275.1萬
在 Q2 2025 季度中，Bridgefront Capital, LLC 共進行了 200 項持倉異動，包含新建倉 80 個部位、加碼 33 個部位、減碼 16 個部位以及清倉 71 個部位。 其中最大新建倉標的為 JBL。 本季清倉部位包含 ICE。
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。