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: 0001512978
申報總市值
US$1.9億
US$1.9億
54 檔
43.2%
Brookmont Capital Management 在 Q2 2025 季度的美股部位總計估值為 US$1.9億，分散於 54 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Brookmont Capital Management 於 Q2 2025 季度持續回收資金，對 34 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 HD, MSFT, AJG）累計市值佔比達 43.2%，是驅動 Brookmont Capital Management 該季度整體投資組合績效表現的核心支柱。
| # | 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 | HD | Home Depot Inc | 股票-循環性消費 | 34.16% | +0.83% | -0.22% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.07% | +0.23% | -1.46% | |
| 3 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.03% | -0.10% | -2.63% | |
| 4 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.97% | -0.32% | -3.11% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.94% | +0.20% | -15.47% | |
| 6 | HON | Honeywell International Inc | 股票-工業 | 2.63% | -2.56% | EXIT | |
| 7 | LHX | L3harris Technologies Inc | 股票-工業 | 2.60% | -0.65% | -2.44% | |
| 8 | SHEL | Shell Plc-adr | 股票-能源 | 2.42% | -0.66% | -2.04% | |
| 9 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.39% | -0.38% | -2.44% | |
| 10 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.36% | -0.39% | -3.28% | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 2.26% | — | -0.87% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 2.26% | — | -29.08% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.19% | -0.05% | -2.76% | |
| 14 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 2.11% | — | -2.35% | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.92% | — | -2.15% | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.88% | -0.29% | -2.40% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 1.84% | +0.51% | -3.19% | |
| 18 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.81% | -1.23% | EXIT | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.78% | +0.20% | -3.58% | |
| 20 | USB | US Bancorp | 股票-金融 | 1.76% | -0.99% | -2.06% | |
| 21 | UPS | United Parcel Service-cl B | 股票-工業 | 1.48% | -1.48% | EXIT | |
| 22 | COP | Conocophillips | 股票-能源 | 1.44% | -0.51% | -0.50% | |
| 23 | MCHP | Microchip Technology Inc | 股票-科技 | 1.42% | +0.40% | -9.22% | |
| 24 | EQIX | Equinix Inc | 股票-房地產 | 1.42% | +0.04% | -2.36% | |
| 25 | PNC | Pnc Financial Services Group | 股票-金融 | 1.35% | +0.20% | -3.79% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.10% | -0.20% | -4.55% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.94% | -0.17% | +0.18% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.92% | +0.53% | -3.40% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 0.92% | — | -1.00% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.30% | -47.68% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.85% | -0.07% | -24.36% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | +0.12% | +3.07% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.74% | +0.08% | +0.44% | |
| 34 | SRE | Sempra | 股票-公用事業 | 0.73% | -0.08% | -2.23% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.68% | -0.07% | +0.12% | |
| 36 | EVRG | Evergy Inc | 股票-公用事業 | 0.68% | +0.01% | -2.58% | |
| 37 | EMN | Eastman Chemical Co | 股票-原物料 | 0.65% | -0.10% | -1.84% | |
| 38 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.57% | — | -1.37% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | +0.08% | +0.41% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | +0.07% | +0.37% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.41% | -0.06% | +0.07% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | -0.02% | +0.01% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.30% | -0.05% | +0.10% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.28% | -0.02% | -6.87% | |
| 45 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.26% | -0.01% | +2.28% | |
| 46 | SYK | Stryker CORP | 股票-醫療保健 | 0.22% | -0.01% | +5.27% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.21% | -0.07% | — | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.21% | +0.06% | +9.86% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.16% | -0.01% | +4.56% | |
| 50 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.16% | +0.02% | +12.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -1.46% | 減碼 |
| 2 | HD | Home Depot Inc | +0.5% | -0.22% | 減碼 |
| 3 | LHX | L3harris Technologies Inc | +0.4% | -2.44% | 減碼 |
| 4 | MCHP | Microchip Technology Inc | +0.4% | -9.22% | 減碼 |
| 5 | NVDA | Nvidia CORP | +0.3% | +3.07% | 加碼 |
| 6 | ADI | Analog Devices Inc | +0.3% | -3.19% | 減碼 |
| 7 | HON | Honeywell International Inc | +0.2% | -1.86% | 減碼 |
| 8 | BAC | Bank Of America CORP | +0.2% | -3.58% | 減碼 |
| 9 | IWF | Ishares Russell 1000 Growth | +0.2% | +0.18% | 加碼 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | 新建倉 |
| 11 | USB | US Bancorp | +0.1% | -2.06% | 減碼 |
| 12 | AVGO | Broadcom Inc | +0.1% | +9.86% | 加碼 |
| 13 | BWXT | Bwx Technologies Inc | +0.1% | +2.28% | 加碼 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.44% | 加碼 |
| 15 | PNC | Pnc Financial Services Group | +0.1% | -3.79% | 減碼 |
| 16 | DIS | Walt Disney Co/the | 0% | +4.56% | 加碼 |
| 17 | AMZN | Amazon.com Inc | 0% | +12.60% | 加碼 |
| 18 | EFA | Ishares Msci Eafe ETF | 0% | +0.01% | 加碼 |
| 19 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.41% | 加碼 |
| 20 | SRE | Sempra | 0% | -2.23% | 減碼 |
| 21 | CTAS | Cintas CORP | 0% | +9.40% | 加碼 |
| 22 | SYK | Stryker CORP | 0% | +5.27% | 加碼 |
| 23 | IJR | Ishares Core S&p Small-cap E | 0% | +0.37% | 加碼 |
| 24 | ABT | Abbott Laboratories | 0% | -3.11% | 減碼 |
| 25 | AAPL | Apple Inc | 0% | +13.04% | 加碼 |
| 26 | IWD | Ishares Russell 1000 Value E | 0% | — | 不變 |
| 27 | NVO | Novo-nordisk A/s-spons Adr | — | -0.87% | 減碼 |
| 28 | EVRG | Evergy Inc | — | -2.58% | 減碼 |
| 29 | VIG | Vanguard Dividend Apprec ETF | — | -6.87% | 減碼 |
| 30 | DEO | Diageo Plc-sponsored Adr | 0% | -1.37% | 減碼 |
| 31 | XOM | Exxon Mobil CORP | 0% | — | 不變 |
| 32 | GILD | Gilead Sciences Inc | 0% | -2.44% | 減碼 |
| 33 | EQIX | Equinix Inc | 0% | -2.36% | 減碼 |
| 34 | CMCSA | Comcast Corp-class A | -0.1% | -2.40% | 減碼 |
| 35 | ACN | Accenture plc | -0.1% | -2.15% | 減碼 |
| 36 | AMGN | Amgen Inc | -0.1% | -1.00% | 減碼 |
| 37 | JNJ | Johnson & Johnson | -0.1% | -3.40% | 減碼 |
| 38 | SHEL | Shell Plc-adr | -0.1% | -2.04% | 減碼 |
| 39 | EMN | Eastman Chemical Co | -0.1% | -1.84% | 減碼 |
| 40 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -2.35% | 減碼 |
| 41 | UPS | United Parcel Service-cl B | -0.2% | -2.30% | 減碼 |
| 42 | RTX | Rtx CORP | -0.2% | -24.36% | 減碼 |
| 43 | 6D8 | Dupont De Nemours Inc | -0.2% | -1.60% | 減碼 |
| 44 | PG | Procter & Gamble Co/the | -0.2% | -2.76% | 減碼 |
| 45 | PEP | Pepsico Inc | -0.2% | -4.55% | 減碼 |
| 46 | MCD | Mcdonald's CORP | -0.2% | -3.28% | 減碼 |
| 47 | COP | Conocophillips | -0.2% | -0.50% | 減碼 |
| 48 | AJG | Arthur J Gallagher & Co | -0.3% | -2.63% | 減碼 |
| 49 | WFC | Wells Fargo & Co | -0.6% | -29.08% | 減碼 |
| 50 | CVX | Chevron CORP | -1.1% | -47.68% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Brookmont Capital Management 在 Q2 2025 季度的美股持倉總市值約為 US$1.9億，共申報了 54 個公開持股部位。
在 Q2 2025 季度，Brookmont Capital Management 按市值排列的前三大核心持股分別為：HD (34.2%)、MSFT (3.1%)、AJG (3.0%)。其中最大持股部位 HD 佔據整體投資組合約 34.2% 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
SPY
市值: US$20.1萬
本季最大獲利了結 / 清倉標的
HD
前期市值: US$5970.0萬
在 Q2 2025 季度中，Brookmont Capital Management 共進行了 48 項持倉異動，包含新建倉 1 個部位、加碼 13 個部位、減碼 34 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SPY。
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。