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: 0001314376
申報總市值
US$6.5億
US$6.5億
86 檔
24.3%
在 Q4 2025 的 13F 官方備案中，Broderick Brian C 管理的美股投資組合規模來到 US$6.5億，整體持股檔數為 86 檔。
從 Q4 2025 申報觀察，Broderick Brian C 採取防禦導向的調倉策略，本季減碼 21 檔個股並出清 2 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，Broderick Brian C 的前 5 大核心持股（包含 GOOGL, NVDA, AAPL 等）合計佔整體申報市值的 24.3%，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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 8.08% | +0.21% | -2.35% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.90% | -0.37% | -2.02% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.79% | -0.25% | -1.16% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.85% | -0.49% | +0.03% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 4.04% | +4.72% | -1.37% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 3.85% | -0.41% | -0.22% | |
| 7 | ADI | Analog Devices Inc | 股票-科技 | 3.84% | +0.03% | -0.32% | |
| 8 | RTX | Rtx CORP | 股票-工業 | 3.66% | -0.65% | -0.68% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.17% | -0.02% | +0.01% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.04% | -0.61% | -0.16% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.86% | -0.58% | -0.13% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.74% | -0.36% | -0.20% | |
| 13 | DHR | Danaher CORP | 股票-醫療保健 | 2.72% | -0.37% | +0.76% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.67% | -0.36% | +0.03% | |
| 15 | ROK | Rockwell Automation Inc | 股票-工業 | 2.65% | +0.46% | -0.04% | |
| 16 | ADP | Automatic Data Processing | 股票-科技 | 2.54% | -0.12% | -0.06% | |
| 17 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 2.49% | +0.05% | -0.00% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 2.24% | -0.18% | +0.13% | |
| 19 | ATR | Aptargroup Inc | 股票-醫療保健 | 1.94% | -0.36% | +0.06% | |
| 20 | XYL | Xylem Inc | 股票-工業 | 1.81% | -0.24% | -0.15% | |
| 21 | FPACX | Fpa Crescent Fund-inst | 股票-其他 | 1.72% | -0.16% | +8.42% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.67% | +0.62% | +9.61% | |
| 23 | BPIRX | Boston Part L/s Research-ins | 股票-其他 | 1.57% | -0.15% | +10.62% | |
| 24 | NLSIX | Neubergr Long Shrt Fund-inst | 股票-其他 | 1.50% | -0.18% | +0.05% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.47% | -0.04% | -0.28% | |
| 26 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.43% | -0.01% | -0.18% | |
| 27 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 股票-其他 | 1.34% | -0.19% | — | |
| 28 | ARIMX | Amg Rr Smid Val-i | 股票-其他 | 1.27% | -0.11% | — | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.08% | -0.41% | — | |
| 30 | FISV | Fiserv Inc | 股票-其他 | 1.03% | -0.71% | -10.27% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.89% | +0.54% | — | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.78% | +1.22% | +24.87% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.77% | -0.37% | — | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.74% | -0.12% | -39.54% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.69% | +0.14% | +34.61% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.64% | -0.02% | — | |
| 37 | UBER | Uber Technologies Inc | 股票-工業 | 0.62% | -0.05% | +34.30% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.60% | -0.01% | — | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.58% | — | -0.34% | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.48% | -0.02% | — | |
| 41 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.44% | -0.05% | +76.14% | |
| 42 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.44% | -0.02% | — | |
| 43 | ZS | Zscaler Inc | 股票-科技 | 0.43% | -0.04% | — | |
| 44 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.38% | -0.02% | +7.95% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.36% | -0.01% | -2.60% | |
| 46 | NU | Nu Holdings Ltd. | 股票-金融 | 0.36% | -0.06% | +21.26% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.36% | -0.22% | -0.59% | |
| 48 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.30% | -0.02% | -5.21% | |
| 49 | TT | Trane Technologies plc | 股票-工業 | 0.28% | — | — | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.27% | -0.01% | — |
| # | 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 | +1.6% | -2.35% | 減碼 |
| 2 | AMD | Advanced Micro Devices | +0.9% | -1.37% | 減碼 |
| 3 | LLY | Eli Lilly & Co | +0.6% | +9.61% | 加碼 |
| 4 | DHR | Danaher CORP | +0.4% | +0.76% | 加碼 |
| 5 | ADI | Analog Devices Inc | +0.3% | -0.32% | 減碼 |
| 6 | AAPL | Apple Inc | +0.3% | -1.16% | 減碼 |
| 7 | RTX | Rtx CORP | +0.3% | -0.68% | 減碼 |
| 8 | AMAT | Applied Materials Inc | +0.3% | +24.87% | 加碼 |
| 9 | JNJ | Johnson & Johnson | +0.3% | -0.20% | 減碼 |
| 10 | ROK | Rockwell Automation Inc | +0.3% | -0.04% | 減碼 |
| 11 | AXP | American Express Co | +0.2% | +34.61% | 加碼 |
| 12 | SCHW | Schwab (charles) CORP | +0.2% | +76.14% | 加碼 |
| 13 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | -0.28% | 減碼 |
| 14 | TJX | Tjx Companies Inc | +0.2% | -0.16% | 減碼 |
| 15 | AMZN | Amazon.com Inc | +0.1% | +0.01% | 加碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不變 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | — | 不變 |
| 18 | NU | Nu Holdings Ltd. | +0.1% | +21.26% | 加碼 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | — | 不變 |
| 20 | UBER | Uber Technologies Inc | +0.1% | +34.30% | 加碼 |
| 21 | ABNB | Airbnb Inc-class A | +0.1% | +7.95% | 加碼 |
| 22 | CNI | Canadian Natl Railway Co | +0.1% | -0.18% | 減碼 |
| 23 | FPACX | Fpa Crescent Fund-inst | 0% | +8.42% | 加碼 |
| 24 | BPIRX | Boston Part L/s Research-ins | 0% | +10.62% | 加碼 |
| 25 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 0% | — | 不變 |
| 26 | BMY | Bristol-myers Squibb Co | 0% | — | 不變 |
| 27 | INTC | Intel CORP | 0% | -30.63% | 減碼 |
| 28 | TT | Trane Technologies plc | 0% | — | 不變 |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | 不變 |
| 30 | ARIMX | Amg Rr Smid Val-i | 0% | — | 不變 |
| 31 | HUBS | Hubspot Inc | 0% | — | 不變 |
| 32 | NOW | Servicenow Inc | 0% | +400.00% | 加碼 |
| 33 | SBGSY | Schneider Elect Se-unsp Adr | -0.1% | -0.00% | 減碼 |
| 34 | ZS | Zscaler Inc | -0.1% | — | 不變 |
| 35 | XYL | Xylem Inc | -0.2% | -0.15% | 減碼 |
| 36 | NVDA | Nvidia CORP | -0.2% | -2.02% | 減碼 |
| 37 | ATR | Aptargroup Inc | -0.2% | +0.06% | 加碼 |
| 38 | ABT | Abbott Laboratories | -0.2% | -0.13% | 減碼 |
| 39 | PG | Procter & Gamble Co/the | -0.2% | +0.03% | 加碼 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -82.96% | 減碼 |
| 41 | MSFT | Microsoft CORP | -0.4% | +0.03% | 加碼 |
| 42 | ADP | Automatic Data Processing | -0.4% | -0.06% | 減碼 |
| 43 | HD | Home Depot Inc | -0.4% | +0.13% | 加碼 |
| 44 | UNH | Unitedhealth Group Inc | -0.5% | -39.54% | 減碼 |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | -0.7% | -89.79% | 減碼 |
| 46 | CARR | Carrier Global CORP | -1% | -88.34% | 減碼 |
| 47 | FISV | Fiserv Inc | -1.2% | -10.27% | 減碼 |
| 48 | CRM | Salesforce Inc | — | EXIT | 清倉 |
| 49 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 50 | ADBE | Adobe Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Broderick Brian C 在 Q4 2025 季度的美股持倉總市值約為 US$6.5億，共申報了 86 個公開持股部位。
在 Q4 2025 季度，Broderick Brian C 按市值排列的前三大核心持股分別為：GOOGL (8.1%)、NVDA (6.9%)、AAPL (5.8%)。其中最大持股部位 GOOGL 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
AVGO
市值: US$78.3萬
本季最大獲利了結 / 清倉標的
CRM
前期市值: US$247.3萬
在 Q4 2025 季度中，Broderick Brian C 共進行了 40 項持倉異動，包含新建倉 1 個部位、加碼 16 個部位、減碼 21 個部位以及清倉 2 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 CRM。
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。