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: 0001001085
申報總市值
US$769.9億
US$769.9億
96 檔
89.7%
在 Q1 2025 申報期間，BROOKFIELD Corp /ON/（CIK: 0001001085）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$769.9億，共持有 96 個公開申報部位。
從 Q1 2025 申報觀察，BROOKFIELD Corp /ON/ 採取防禦導向的調倉策略，本季減碼 44 檔個股並出清 22 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，BROOKFIELD Corp /ON/ 的前 5 大核心持股（包含 BAM, CQP, BEP 等）合計佔整體申報市值的 89.7%，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 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 76.69% | -1.94% | — | |
| 2 | CQP | Cheniere Energy Partners LP | 股票-其他 | 8.90% | -0.80% | — | |
| 3 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 2.19% | +0.09% | — | |
| 4 | BN | Brookfield CORP | 股票-金融 | 2.15% | +0.05% | — | |
| 5 | BBUC | Brookfield Business Corporation | 股票-其他 | 1.67% | — | — | |
| 6 | BBUC | Brookfield Business Corporation | 股票-其他 | 1.37% | — | +72.45% | |
| 7 | LNG | Cheniere Energy Inc | 股票-能源 | 0.51% | -0.05% | -14.69% | |
| 8 | BEPC | Brookfield Renewable CORP | 股票-公用事業 | 0.37% | -0.05% | — | |
| 9 | ET | Energy Transfer LP | 股票-能源 | 0.36% | +0.04% | +6.37% | |
| 10 | TAC | Transalta CORP | 股票-其他 | 0.33% | — | -24.19% | |
| 11 | WMB | Williams Cos Inc | 股票-能源 | 0.33% | -0.04% | -14.38% | |
| 12 | TRGP | Targa Resources CORP | 股票-能源 | 0.31% | -0.03% | -4.99% | |
| 13 | SBAC | Sba Communications CORP | 股票-房地產 | 0.29% | — | +1.79% | |
| 14 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.28% | +0.17% | NEW | |
| 15 | MPLX | Mplx LP | 股票-能源 | 0.27% | -0.07% | -8.41% | |
| 16 | PCG | P G & E CORP | 股票-公用事業 | 0.26% | -0.15% | -23.04% | |
| 17 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.24% | -0.02% | -5.20% | |
| 18 | UNP | Union Pacific CORP | 股票-工業 | 0.23% | +0.02% | +15.25% | |
| 19 | ETR | Entergy CORP | 股票-公用事業 | 0.21% | — | -33.75% | |
| 20 | EPD | Enterprise Products Partners | 股票-能源 | 0.21% | -0.02% | +2.81% | |
| 21 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.19% | -0.01% | +3.51% | |
| 22 | OKE | Oneok Inc | 股票-能源 | 0.17% | -0.01% | +119.79% | |
| 23 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.15% | -0.04% | +50.19% | |
| 24 | AMT | American Tower CORP | 股票-房地產 | 0.14% | -0.01% | +49.97% | |
| 25 | TXNM | Txnm Energy Inc | 股票-公用事業 | 0.12% | — | — | |
| 26 | DUK | Duke Energy CORP | 股票-公用事業 | 0.12% | — | -7.36% | |
| 27 | CCI | Crown Castle Inc | 股票-房地產 | 0.12% | -0.03% | +1919.42% | |
| 28 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.11% | — | +2486.65% | |
| 29 | CMS | Cms Energy CORP | 股票-公用事業 | 0.11% | -0.04% | EXIT | |
| 30 | NI | Nisource Inc | 股票-公用事業 | 0.10% | -0.02% | -26.53% | |
| 31 | TTAN | Servicetitan Inc-a | 股票-科技 | 0.09% | -0.02% | — | |
| 32 | ENB | Enbridge Inc | 股票-能源 | 0.08% | -0.01% | +1538.45% | |
| 33 | EQIX | Equinix Inc | 股票-房地產 | 0.08% | -0.07% | +2.73% | |
| 34 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.08% | -0.05% | -19.73% | |
| 35 | WELL | Welltower Inc | 股票-房地產 | 0.08% | -0.08% | +39.07% | |
| 36 | LW | Lamb Weston Holdings Inc | 股票-非循環性消費 | 0.07% | -0.01% | +95.81% | |
| 37 | BNT | Brookfield Wealth Solutions Ltd. | 股票-其他 | 0.06% | — | -27.13% | |
| 38 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.06% | +0.02% | +36.19% | |
| 39 | HESM | Hess Midstream LP - Class A | 股票-其他 | 0.05% | -0.04% | -32.17% | |
| 40 | PPL | Ppl CORP | 股票-公用事業 | 0.05% | — | +38.16% | |
| 41 | DTM | Dt Midstream Inc | 股票-能源 | 0.04% | — | -64.41% | |
| 42 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.04% | — | +5.58% | |
| 43 | WES | Western Midstream Partners L | 股票-能源 | 0.04% | — | -54.91% | |
| 44 | BRX | Brixmor Property Group Inc | 股票-房地產 | 0.04% | -0.02% | -7.47% | |
| 45 | PLD | Prologis Inc | 股票-房地產 | 0.04% | -0.07% | -34.30% | |
| 46 | EXR | Extra Space Storage Inc | 股票-房地產 | 0.04% | -0.03% | -3.76% | |
| 47 | SPG | Simon Property Group Inc | 股票-房地產 | 0.04% | -0.03% | -8.59% | |
| 48 | EPRT | Essential Properties Realty | 股票-房地產 | 0.03% | -0.02% | +35.72% | |
| 49 | GLNG | Golar LNG Limited | 股票-能源 | 0.03% | -0.01% | -21.20% | |
| 50 | AHR | American Healthcare Reit Inc | 股票-房地產 | 0.03% | -0.01% | +75.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BAM | Brookfield Asset Mgmt-a | +76.7% | NEW | 新建倉 |
| 2 | TXNM | Txnm Energy Inc | +0.1% | NEW | 新建倉 |
| 3 | CCI | Crown Castle Inc | +0.1% | +1919.42% | 加碼 |
| 4 | AWK | American Water Works Co Inc | +0.1% | +2486.65% | 加碼 |
| 5 | ENB | Enbridge Inc | +0.1% | +1538.45% | 加碼 |
| 6 | CPT | Camden Property Trust | 0% | NEW | 新建倉 |
| 7 | EGP | Eastgroup Properties Inc | 0% | +2832.18% | 加碼 |
| 8 | NNN | Nnn Reit Inc | 0% | NEW | 新建倉 |
| 9 | CUBE | Cubesmart | 0% | NEW | 新建倉 |
| 10 | CURB | Curbline Properties CORP | 0% | NEW | 新建倉 |
| 11 | PLYM | Plymouth Industrial Reit Inc | 0% | NEW | 新建倉 |
| 12 | VICI | Vici Properties Inc | — | NEW | 新建倉 |
| 13 | HIW | Highwoods Properties Inc | — | NEW | 新建倉 |
| 14 | KIM 7.25 PERP N債券 | Kimco Realty CORP | — | NEW | 新建倉 |
| 15 | KNTK | Kinetik Holdings Inc | — | -72.74% | 減碼 |
| 16 | PBA | Pembina Pipeline CORP | — | -69.44% | 減碼 |
| 17 | AMLP | Alerian Mlp ETF | — | EXIT | 清倉 |
| 18 | EQT | Eqt CORP | — | — | 不變 |
| 19 | CTRE | Caretrust Reit Inc | — | EXIT | 清倉 |
| 20 | STAG | Stag Industrial Inc | — | -10.56% | 減碼 |
| 21 | MET | Metlife Inc | — | — | 不變 |
| 22 | EMLP | First Trust North American E | — | EXIT | 清倉 |
| 23 | NXRT | Nexpoint Residential | 0% | +109.66% | 加碼 |
| 24 | WM | Waste Management Inc | 0% | +25.12% | 加碼 |
| 25 | PNSTQ | Pinstripes Holdings Inc | 0% | EXIT | 清倉 |
| 26 | LXP 6.5 PERP C債券 | Lxp Industrial Trust | 0% | -33.36% | 減碼 |
| 27 | PAGP | Plains Gp Holdings Lp-cl A | 0% | -64.23% | 減碼 |
| 28 | EPR 9 PERP E債券 | Epr Properties | 0% | -32.33% | 減碼 |
| 29 | XYL | Xylem Inc | 0% | +26.50% | 加碼 |
| 30 | RLJ 1.95 PERP A債券 | Rlj Lodging Trust | 0% | -33.31% | 減碼 |
| 31 | CIVI | Civitas Resources Inc | 0% | — | 不變 |
| 32 | BE | Bloom Energy Corp- A | 0% | -7.73% | 減碼 |
| 33 | PARR | Par Pacific Holdings Inc | 0% | — | 不變 |
| 34 | IRM | Iron Mountain Inc | 0% | +26.05% | 加碼 |
| 35 | RA | Brookfield Real Assets Incom | 0% | — | 不變 |
| 36 | VRSK | Verisk Analytics, Inc. | 0% | EXIT | 清倉 |
| 37 | GDS | Gds Holdings LTD - Adr | 0% | EXIT | 清倉 |
| 38 | O | Realty Income CORP | 0% | EXIT | 清倉 |
| 39 | FSLR | First Solar Inc | 0% | +5.64% | 加碼 |
| 40 | RSG | Republic Services Inc | 0% | -2.85% | 減碼 |
| 41 | CWEN | Clearway Energy Inc-c | 0% | -1.33% | 減碼 |
| 42 | CARR | Carrier Global CORP | 0% | -2.85% | 減碼 |
| 43 | GEV | GE Vernova Inc | 0% | +0.33% | 加碼 |
| 44 | ITRI | Itron Inc | 0% | -2.85% | 減碼 |
| 45 | AEP | American Electric Power | 0% | -17.73% | 減碼 |
| 46 | TT | Trane Technologies plc | 0% | +10.95% | 加碼 |
| 47 | NTST | Netstreit CORP | 0% | EXIT | 清倉 |
| 48 | MAA | Mid-america Apartment Comm | 0% | EXIT | 清倉 |
| 49 | XHR | Xenia Hotels & Resorts Inc | 0% | EXIT | 清倉 |
| 50 | SUI | Sun Communities Inc | 0% | -13.24% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，BROOKFIELD Corp /ON/ 在 Q1 2025 季度的美股持倉總市值約為 US$769.9億，共申報了 96 個公開持股部位。
在 Q1 2025 季度，BROOKFIELD Corp /ON/ 按市值排列的前三大核心持股分別為：BAM (76.7%)、CQP (8.9%)、BEP (2.2%)。其中最大持股部位 BAM 佔據整體投資組合約 76.7% 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
BAM
市值: US$578.0億
本季最大獲利了結 / 清倉標的
SRE
前期市值: US$1.4億
在 Q1 2025 季度中，BROOKFIELD Corp /ON/ 共進行了 106 項持倉異動，包含新建倉 10 個部位、加碼 30 個部位、減碼 44 個部位以及清倉 22 個部位。 其中最大新建倉標的為 BAM。 本季清倉部位包含 SRE。
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。