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: 0001007295
申報總市值
US$82.2億
US$82.2億
409 檔
20.3%
根據最新整理的 13F 季度數據集，Bridges Investment Management Inc 於 Q2 2025 結束時的管理資產規模為 US$82.2億。該機構在本季度申報了 409 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2025，Bridges Investment Management Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 29 個部位並完全清倉 0 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Bridges Investment Management Inc 的前 5 大持股（包含 MSFT, AMZN, AAPL）貢獻了組合市值的 20.3%，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 409 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 | 6.29% | -0.44% | -0.85% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.36% | +0.06% | +3.93% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.24% | -0.10% | -7.20% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.84% | +0.18% | +0.78% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.81% | +0.30% | -1.34% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.76% | -0.38% | -1.80% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.31% | -0.08% | -0.37% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 3.00% | -0.21% | +0.03% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.50% | -0.10% | -2.70% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.37% | +0.01% | -1.85% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.16% | — | +2.01% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.14% | +0.15% | +1.04% | |
| 13 | UNP | Union Pacific CORP | 股票-工業 | 2.09% | -0.36% | -0.35% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.08% | -0.02% | -0.22% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 2.01% | +0.03% | -1.78% | |
| 16 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.93% | +1.38% | -0.69% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.84% | -0.15% | +6.89% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.62% | +0.19% | +5.99% | |
| 19 | ODFL | Old Dominion Freight Line | 股票-工業 | 1.51% | -0.01% | +0.71% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.46% | +0.47% | -1.71% | |
| 21 | PGR | Progressive CORP | 股票-金融 | 1.46% | -0.03% | -0.44% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 1.43% | -0.14% | -0.47% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.28% | +0.10% | +7.12% | |
| 24 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.27% | -0.14% | +0.72% | |
| 25 | BLK | Blackrock Inc | 股票-金融 | 1.23% | -0.10% | -1.44% | |
| 26 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.21% | -0.03% | -0.52% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.18% | +0.03% | -3.67% | |
| 28 | LAD | Lithia Motors Inc | 股票-循環性消費 | 1.17% | +0.02% | +5.87% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.11% | -0.25% | +0.12% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.99% | +0.01% | -2.24% | |
| 31 | ICE | Intercontinental Exchange In | 股票-金融 | 0.95% | -0.25% | -1.16% | |
| 32 | NOW | Servicenow Inc | 股票-科技 | 0.92% | -0.03% | -0.36% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.91% | +0.03% | -0.17% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.90% | +0.07% | -0.61% | |
| 35 | CTAS | Cintas CORP | 股票-工業 | 0.81% | -0.06% | -1.27% | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.79% | -0.16% | +2.41% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.75% | -0.28% | -0.95% | |
| 38 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.72% | +0.13% | +32.62% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.71% | -0.01% | -0.63% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.71% | -0.04% | -4.00% | |
| 41 | URI | United Rentals Inc | 股票-工業 | 0.69% | +0.49% | +14.36% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.63% | -0.10% | -0.47% | |
| 43 | KLAC | Kla CORP | 股票-科技 | 0.62% | +1.00% | -0.95% | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 0.59% | -0.38% | -0.19% | |
| 45 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.56% | -0.38% | -1.51% | |
| 46 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.56% | -0.07% | +1.98% | |
| 47 | ALC | Alcon Inc. | 股票-醫療保健 | 0.53% | -0.08% | -0.64% | |
| 48 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.52% | -0.11% | +0.84% | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | -0.01% | -2.25% | |
| 50 | SYK | Stryker CORP | 股票-醫療保健 | 0.51% | +0.11% | +67.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | -0.85% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.9% | -0.37% | 減碼 |
| 3 | AVGO | Broadcom Inc | +0.5% | -1.71% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +3.93% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +6.89% | 加碼 |
| 6 | CDNS | Cadence Design Sys Inc | +0.2% | +32.62% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.34% | 減碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -0.22% | 減碼 |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | -0.69% | 減碼 |
| 10 | SYK | Stryker CORP | +0.2% | +67.02% | 加碼 |
| 11 | NOW | Servicenow Inc | +0.2% | -0.36% | 減碼 |
| 12 | BWXT | Bwx Technologies Inc | +0.2% | +1.98% | 加碼 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.99% | 加碼 |
| 14 | LAD | Lithia Motors Inc | +0.2% | +5.87% | 加碼 |
| 15 | URI | United Rentals Inc | +0.2% | +14.36% | 加碼 |
| 16 | CASY | Casey's General Stores Inc | +0.1% | -0.52% | 減碼 |
| 17 | KLAC | Kla CORP | +0.1% | -0.95% | 減碼 |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.01% | 加碼 |
| 19 | FND | Floor & Decor Holdings Inc-a | +0.1% | +44.03% | 加碼 |
| 20 | ULTA | Ulta Beauty Inc | +0.1% | +0.84% | 加碼 |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | -1.85% | 減碼 |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | -3.67% | 減碼 |
| 23 | APH | Amphenol Corp-cl A | +0.1% | -2.63% | 減碼 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -0.61% | 減碼 |
| 25 | INTU | Intuit Inc | +0.1% | -2.00% | 減碼 |
| 26 | VO | Vanguard Mid-cap ETF | +0.1% | +24.40% | 加碼 |
| 27 | ISRG | Intuitive Surgical Inc | 0% | +0.72% | 加碼 |
| 28 | BLK | Blackrock Inc | 0% | -1.44% | 減碼 |
| 29 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.63% | 減碼 |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.78% | 加碼 |
| 31 | WFC | Wells Fargo & Co | 0% | -4.00% | 減碼 |
| 32 | USB | US Bancorp | — | -0.17% | 減碼 |
| 33 | CTAS | Cintas CORP | — | -1.27% | 減碼 |
| 34 | IJR | Ishares Core S&p Small-cap E | 0% | +1.04% | 加碼 |
| 35 | CVX | Chevron CORP | -0.1% | +0.30% | 加碼 |
| 36 | AMT | American Tower CORP | -0.1% | -29.00% | 減碼 |
| 37 | PEP | Pepsico Inc | -0.1% | -2.87% | 減碼 |
| 38 | ABBV | Abbvie Inc | -0.1% | -1.07% | 減碼 |
| 39 | MA | Mastercard Inc - A | -0.1% | +0.03% | 加碼 |
| 40 | LOW | Lowe's Cos Inc | -0.1% | +0.12% | 加碼 |
| 41 | CHE | Chemed CORP | -0.2% | +0.69% | 加碼 |
| 42 | CPRT | Copart Inc | -0.2% | -11.73% | 減碼 |
| 43 | PGR | Progressive CORP | -0.2% | -0.44% | 減碼 |
| 44 | UNP | Union Pacific CORP | -0.2% | -0.35% | 減碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.2% | +2.41% | 加碼 |
| 46 | ATR | Aptargroup Inc | -0.4% | -82.87% | 減碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -2.70% | 減碼 |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -0.7% | -1.80% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.9% | +7.12% | 加碼 |
| 50 | AAPL | Apple Inc | -1% | -7.20% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bridges Investment Management Inc 在 Q2 2025 季度的美股持倉總市值約為 US$82.2億，共申報了 409 個公開持股部位。
在 Q2 2025 季度，Bridges Investment Management Inc 按市值排列的前三大核心持股分別為：MSFT (6.3%)、AMZN (4.4%)、AAPL (4.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.3% 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。
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$3.7億
在 Q2 2025 季度中，Bridges Investment Management Inc 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 21 個部位、減碼 29 個部位以及清倉 0 個部位。
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。