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
414 檔
22.5%
在 Q3 2025 申報期間，Bridges Investment Management Inc（CIK: 0001007295）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$82.2億，共持有 414 個公開申報部位。
數據顯示 Bridges Investment Management Inc 於 Q3 2025 季度持續回收資金，對 31 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 MSFT, GOOGL, AAPL）累計市值佔比達 22.5%，是驅動 Bridges Investment Management Inc 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 414 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 | 6.09% | -0.44% | -1.87% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.89% | +0.30% | -1.59% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.87% | -0.10% | -2.24% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.07% | +0.06% | -1.47% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.71% | +0.18% | -3.02% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.55% | -0.38% | -3.66% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.54% | -0.08% | -4.20% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.07% | +0.01% | +30.14% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.84% | -0.21% | -0.92% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.43% | -0.10% | -0.58% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.24% | — | +0.19% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.13% | -0.02% | -0.58% | |
| 13 | UNP | Union Pacific CORP | 股票-工業 | 2.02% | -0.36% | -0.63% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.97% | +0.15% | -10.59% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.82% | +0.03% | -0.53% | |
| 16 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.79% | +1.38% | -1.57% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.71% | -0.15% | -1.39% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.70% | +0.19% | +2.80% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.56% | +0.47% | -5.96% | |
| 20 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.35% | -0.25% | +13.44% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 1.29% | -0.10% | -0.16% | |
| 22 | PGR | Progressive CORP | 股票-金融 | 1.26% | -0.03% | -1.12% | |
| 23 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.26% | -0.03% | -0.42% | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 1.24% | -0.14% | -1.08% | |
| 25 | ODFL | Old Dominion Freight Line | 股票-工業 | 1.24% | -0.01% | -0.19% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.17% | +0.07% | +0.18% | |
| 27 | LAD | Lithia Motors Inc | 股票-循環性消費 | 1.06% | +0.02% | +2.96% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.04% | +0.03% | -15.32% | |
| 29 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.98% | -0.14% | -1.41% | |
| 30 | USB | US Bancorp | 股票-金融 | 0.92% | +0.03% | -0.15% | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 0.89% | -0.03% | +14.80% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.88% | -0.16% | -0.97% | |
| 33 | URI | United Rentals Inc | 股票-工業 | 0.83% | +0.49% | +0.76% | |
| 34 | ICE | Intercontinental Exchange In | 股票-金融 | 0.82% | -0.25% | -0.88% | |
| 35 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.77% | +0.13% | -0.96% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.71% | +0.01% | -27.58% | |
| 37 | CTAS | Cintas CORP | 股票-工業 | 0.71% | -0.06% | +0.07% | |
| 38 | KLAC | Kla CORP | 股票-科技 | 0.71% | +1.00% | +0.07% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.70% | -0.04% | -0.16% | |
| 40 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.67% | -0.07% | -0.83% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.67% | — | +3964.74% | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.63% | -0.28% | -1.77% | |
| 43 | CSL | Carlisle Cos Inc | 股票-工業 | 0.62% | +0.01% | +221.32% | |
| 44 | SYK | Stryker CORP | 股票-醫療保健 | 0.59% | +0.11% | +30.26% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.58% | -0.01% | -18.93% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.58% | -0.01% | +7.58% | |
| 47 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.57% | +0.04% | +1.11% | |
| 48 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.57% | -0.11% | -1.69% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | -0.10% | +0.33% | |
| 50 | EOG | Eog Resources Inc | 股票-能源 | 0.53% | -0.38% | +0.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.3% | -1.59% | 減碼 |
| 2 | NVDA | Nvidia CORP | +1.1% | -4.20% | 減碼 |
| 3 | MSFT | Microsoft CORP | +1% | -1.87% | 減碼 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.8% | +30.14% | 加碼 |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.7% | +3964.74% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.6% | -5.96% | 減碼 |
| 7 | CSL | Carlisle Cos Inc | +0.4% | +221.32% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +0.18% | 減碼 |
| 9 | URI | United Rentals Inc | +0.3% | +0.76% | 加碼 |
| 10 | CDNS | Cadence Design Sys Inc | +0.3% | -0.96% | 加碼 |
| 11 | SYK | Stryker CORP | +0.3% | +30.26% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.3% | -1.39% | 加碼 |
| 13 | BWXT | Bwx Technologies Inc | +0.3% | -0.83% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.3% | -0.58% | 減碼 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.2% | +2.80% | 加碼 |
| 16 | KLAC | Kla CORP | +0.2% | +0.07% | 減碼 |
| 17 | AMZN | Amazon.com Inc | +0.2% | -1.47% | 加碼 |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +0.19% | 加碼 |
| 19 | CASY | Casey's General Stores Inc | +0.2% | -0.42% | 減碼 |
| 20 | ULTA | Ulta Beauty Inc | +0.1% | -1.69% | 減碼 |
| 21 | APH | Amphenol Corp-cl A | +0.1% | +3.20% | 加碼 |
| 22 | NOW | Servicenow Inc | +0.1% | +14.80% | 加碼 |
| 23 | LOW | Lowe's Cos Inc | +0.1% | +13.44% | 加碼 |
| 24 | BLK | Blackrock Inc | +0.1% | -0.16% | 減碼 |
| 25 | FND | Floor & Decor Holdings Inc-a | +0.1% | +4.22% | 加碼 |
| 26 | PANW | Palo Alto Networks Inc | +0.1% | -1.57% | 減碼 |
| 27 | LAD | Lithia Motors Inc | 0% | +2.96% | 加碼 |
| 28 | HD | Home Depot Inc | 0% | +7.58% | 加碼 |
| 29 | USB | US Bancorp | 0% | -0.15% | 減碼 |
| 30 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -3.02% | 減碼 |
| 31 | TGT | Target CORP | -0.1% | -65.83% | 減碼 |
| 32 | AMT | American Tower CORP | -0.1% | -6.36% | 減碼 |
| 33 | ZTS | Zoetis Inc | -0.2% | -2.74% | 減碼 |
| 34 | EOG | Eog Resources Inc | -0.2% | +0.36% | 加碼 |
| 35 | ALC | Alcon Inc. | -0.2% | -1.31% | 減碼 |
| 36 | LMT | Lockheed Martin CORP | -0.2% | -81.15% | 減碼 |
| 37 | SPGI | S&p Global Inc | -0.2% | -1.08% | 減碼 |
| 38 | CHE | Chemed CORP | -0.3% | -7.53% | 減碼 |
| 39 | ISRG | Intuitive Surgical Inc | -0.3% | -1.41% | 減碼 |
| 40 | CPRT | Copart Inc | -0.3% | -3.37% | 減碼 |
| 41 | MA | Mastercard Inc - A | -0.3% | -0.92% | 減碼 |
| 42 | IWD | Ishares Russell 1000 Value E | -0.3% | -27.58% | 減碼 |
| 43 | V | Visa Inc-class A Shares | -0.3% | -0.53% | 減碼 |
| 44 | ODFL | Old Dominion Freight Line | -0.4% | -0.19% | 加碼 |
| 45 | PGR | Progressive CORP | -0.4% | -1.12% | 減碼 |
| 46 | ATR | Aptargroup Inc | -0.4% | -27.83% | 減碼 |
| 47 | AAPL | Apple Inc | -0.4% | -2.24% | 減碼 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -0.58% | 減碼 |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | -0.9% | -3.66% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -1.7% | -65.57% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bridges Investment Management Inc 在 Q3 2025 季度的美股持倉總市值約為 US$82.2億，共申報了 414 個公開持股部位。
在 Q3 2025 季度，Bridges Investment Management Inc 按市值排列的前三大核心持股分別為：MSFT (6.1%)、GOOGL (4.9%)、AAPL (4.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.1% 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。
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$3.7億
在 Q3 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 19 個部位、減碼 31 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。