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$1.8億
US$1.8億
56 檔
49.2%
Q3 2025 季度申報顯示，Brookmont Capital Management 揭露的美股組合總市值為 US$1.8億，涵蓋 56 個不同之權益投資部位。
Brookmont Capital Management 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 44 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Brookmont Capital Management 的前 5 大持股（包含 HD, MSFT, JPM）貢獻了組合市值的 49.2%，形成該機構在 Q3 2025 季度的基本面基石。
| # | 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 | 36.48% | -4.51% | -0.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | +1.18% | -2.76% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.97% | -0.41% | -4.09% | |
| 4 | LHX | L3harris Technologies Inc | 股票-工業 | 2.96% | -0.35% | -3.84% | |
| 5 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.72% | +0.11% | -4.52% | |
| 6 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.68% | +0.67% | -5.45% | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 2.43% | — | +38.03% | |
| 8 | SHEL | Shell Plc-adr | 股票-能源 | 2.32% | +0.11% | -2.41% | |
| 9 | HON | Honeywell International Inc | 股票-工業 | 2.27% | — | -1.57% | |
| 10 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.26% | +0.65% | -2.41% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.25% | -0.19% | -5.52% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 2.17% | -0.04% | -5.07% | |
| 13 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 2.17% | — | -3.30% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.95% | +0.78% | -4.56% | |
| 15 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.95% | — | -2.31% | |
| 16 | USB | US Bancorp | 股票-金融 | 1.78% | -0.08% | -2.24% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.77% | -0.41% | -5.94% | |
| 18 | ADI | Analog Devices Inc | 股票-科技 | 1.75% | +0.18% | -5.30% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.58% | -0.07% | -1.60% | |
| 20 | WM | Waste Management Inc | 股票-工業 | 1.50% | -0.04% | — | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.47% | — | -3.87% | |
| 22 | COP | Conocophillips | 股票-能源 | 1.41% | -0.67% | -3.77% | |
| 23 | EQIX | Equinix Inc | 股票-房地產 | 1.34% | +0.05% | -0.87% | |
| 24 | PNC | Pnc Financial Services Group | 股票-金融 | 1.34% | -0.22% | -4.82% | |
| 25 | MCHP | Microchip Technology Inc | 股票-科技 | 1.19% | -0.18% | -5.17% | |
| 26 | UPS | United Parcel Service-cl B | 股票-工業 | 1.15% | — | -3.65% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.08% | -1.08% | EXIT | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | +0.18% | -4.16% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | +0.23% | +5.50% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.91% | -0.01% | -3.79% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.90% | +0.03% | -4.69% | |
| 32 | SRE | Sempra | 股票-公用事業 | 0.83% | -0.09% | -1.01% | |
| 33 | EVRG | Evergy Inc | 股票-公用事業 | 0.71% | -0.03% | -1.74% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.61% | +0.07% | -20.29% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | +0.06% | -13.51% | |
| 36 | EMN | Eastman Chemical Co | 股票-原物料 | 0.53% | -0.57% | EXIT | |
| 37 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.49% | — | -5.37% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.48% | -0.01% | -2.46% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.37% | -0.02% | -25.96% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.36% | +0.04% | -63.81% | |
| 41 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.32% | -0.07% | +1.03% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.31% | +0.04% | -20.64% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.29% | +0.02% | -26.08% | |
| 44 | AVGO | Broadcom Inc | 股票-科技 | 0.26% | +0.01% | +6.77% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.23% | +0.02% | -22.36% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.23% | — | -20.22% | |
| 47 | SYK | Stryker CORP | 股票-醫療保健 | 0.22% | -0.01% | +11.05% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.19% | -0.22% | EXIT | |
| 49 | AAPL | Apple Inc | 股票-科技 | 0.19% | +0.07% | +23.08% | |
| 50 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.19% | +0.04% | +18.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +2.8% | -0.35% | 減碼 |
| 2 | LHX | L3harris Technologies Inc | +0.8% | -3.84% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.7% | -2.76% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | +5.50% | 加碼 |
| 5 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +38.03% | 加碼 |
| 6 | BAC | Bank Of America CORP | +0.2% | -5.94% | 減碼 |
| 7 | ADI | Analog Devices Inc | +0.2% | -5.30% | 減碼 |
| 8 | BWXT | Bwx Technologies Inc | +0.2% | +1.03% | 加碼 |
| 9 | AVGO | Broadcom Inc | +0.2% | +6.77% | 加碼 |
| 10 | SRE | Sempra | +0.1% | -1.01% | 減碼 |
| 11 | USB | US Bancorp | +0.1% | -2.24% | 減碼 |
| 12 | MCHP | Microchip Technology Inc | +0.1% | -5.17% | 減碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -4.09% | 減碼 |
| 14 | AAPL | Apple Inc | +0.1% | +23.08% | 加碼 |
| 15 | AMZN | Amazon.com Inc | +0.1% | +18.08% | 加碼 |
| 16 | DIS | Walt Disney Co/the | +0.1% | +13.52% | 加碼 |
| 17 | PNC | Pnc Financial Services Group | 0% | -4.82% | 減碼 |
| 18 | CTAS | Cintas CORP | 0% | +17.02% | 加碼 |
| 19 | IJH | Ishares Core S&p Midcap ETF | 0% | -2.46% | 減碼 |
| 20 | EVRG | Evergy Inc | 0% | -1.74% | 減碼 |
| 21 | SYK | Stryker CORP | 0% | +11.05% | 加碼 |
| 22 | JNJ | Johnson & Johnson | 0% | -4.16% | 減碼 |
| 23 | 6D8 | Dupont De Nemours Inc | 0% | -2.31% | 減碼 |
| 24 | XOM | Exxon Mobil CORP | 0% | -9.47% | 減碼 |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | -20.29% | 減碼 |
| 26 | EFA | Ishares Msci Eafe ETF | -0.1% | -26.08% | 減碼 |
| 27 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -20.22% | 減碼 |
| 28 | BIV | Vanguard Intermediate-term B | -0.1% | -22.36% | 減碼 |
| 29 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -3.30% | 減碼 |
| 30 | IJR | Ishares Core S&p Small-cap E | -0.1% | -25.96% | 減碼 |
| 31 | AGG | Ishares Core U.s. Aggregate | -0.1% | -13.51% | 減碼 |
| 32 | BSV | Vanguard Short-term Bond ETF | -0.1% | -20.64% | 減碼 |
| 33 | RTX | Rtx CORP | -0.1% | -4.69% | 減碼 |
| 34 | DEO | Diageo Plc-sponsored Adr | -0.1% | -5.37% | 減碼 |
| 35 | EQIX | Equinix Inc | -0.1% | -0.87% | 減碼 |
| 36 | HON | Honeywell International Inc | -0.1% | -1.57% | 減碼 |
| 37 | GILD | Gilead Sciences Inc | -0.2% | -2.41% | 減碼 |
| 38 | PEP | Pepsico Inc | -0.2% | -4.70% | 減碼 |
| 39 | SHEL | Shell Plc-adr | -0.2% | -2.41% | 減碼 |
| 40 | EMN | Eastman Chemical Co | -0.2% | -0.51% | 減碼 |
| 41 | COP | Conocophillips | -0.3% | -3.77% | 減碼 |
| 42 | ABT | Abbott Laboratories | -0.3% | -5.45% | 減碼 |
| 43 | MCD | Mcdonald's CORP | -0.3% | -5.52% | 減碼 |
| 44 | CMCSA | Comcast Corp-class A | -0.4% | -1.60% | 減碼 |
| 45 | IWF | Ishares Russell 1000 Growth | -0.4% | -63.81% | 減碼 |
| 46 | PG | Procter & Gamble Co/the | -0.4% | -4.56% | 減碼 |
| 47 | UPS | United Parcel Service-cl B | -0.5% | -3.65% | 減碼 |
| 48 | ACN | Accenture plc | -0.5% | -3.87% | 減碼 |
| 49 | AJG | Arthur J Gallagher & Co | -0.6% | -4.52% | 減碼 |
| 50 | WFC | Wells Fargo & Co | -0.6% | -5.07% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Brookmont Capital Management 在 Q3 2025 季度的美股持倉總市值約為 US$1.8億，共申報了 56 個公開持股部位。
在 Q3 2025 季度，Brookmont Capital Management 按市值排列的前三大核心持股分別為：HD (36.5%)、MSFT (3.0%)、JPM (3.0%)。其中最大持股部位 HD 佔據整體投資組合約 36.5% 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
WM
市值: US$270.7萬
本季最大獲利了結 / 清倉標的
AMGN
前期市值: US$180.0萬
在 Q3 2025 季度中，Brookmont Capital Management 共進行了 58 項持倉異動，包含新建倉 5 個部位、加碼 9 個部位、減碼 42 個部位以及清倉 2 個部位。 其中最大新建倉標的為 WM。 本季清倉部位包含 AMGN。
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。