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: 0001912970
申報總市值
US$1.9億
US$1.9億
70 檔
49.0%
Q4 2025 季度申報顯示，Brown Shipley& Co Ltd 揭露的美股組合總市值為 US$1.9億，涵蓋 70 個不同之權益投資部位。
Brown Shipley& Co Ltd 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 37 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。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MSFT, GOOG）占據了總市值的 49.0%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 14.28% | -0.91% | -5.49% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 13.68% | -1.53% | -3.62% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 10.03% | +0.13% | -5.71% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.00% | +0.37% | -3.50% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 5.60% | -0.09% | -3.19% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.31% | -0.13% | -4.10% | |
| 7 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.76% | -1.06% | -4.35% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.69% | -0.07% | -0.51% | |
| 9 | SNPS | Synopsys Inc | 股票-科技 | 3.59% | -0.13% | -1.84% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 3.51% | -0.13% | -6.33% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.38% | +2.73% | NEW | |
| 12 | NOW | Servicenow Inc | 股票-科技 | 3.29% | -0.50% | +387.97% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.14% | -0.27% | -4.09% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.66% | +0.37% | -3.20% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.09% | -0.15% | -6.90% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.79% | +0.25% | -5.49% | |
| 17 | WM | Waste Management Inc | 股票-工業 | 1.54% | -0.25% | -5.16% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.41% | -0.63% | -3.67% | |
| 19 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.40% | -0.23% | -5.76% | |
| 20 | AMT | American Tower CORP | 股票-房地產 | 1.39% | -0.26% | -0.03% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.99% | +2.10% | -0.68% | |
| 22 | RY | Royal Bank Of Canada | 股票-金融 | 0.97% | +0.11% | -2.74% | |
| 23 | A | Agilent Technologies Inc | 股票-醫療保健 | 0.72% | -0.03% | -53.47% | |
| 24 | KEYS | Keysight Technologies In | 股票-科技 | 0.68% | -0.01% | -3.13% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.62% | +0.15% | -1.19% | |
| 26 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.43% | -0.05% | -5.30% | |
| 27 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.40% | -0.10% | -14.66% | |
| 28 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.31% | -0.05% | -1.41% | |
| 29 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 0.24% | +0.01% | -7.60% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.22% | -0.03% | +9.86% | |
| 31 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.15% | +0.12% | -6.34% | |
| 32 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.14% | -0.01% | — | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 0.13% | -0.02% | -5.43% | |
| 34 | TD | Toronto-dominion Bank | 股票-金融 | 0.12% | +0.01% | -19.30% | |
| 35 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.10% | -0.02% | — | |
| 36 | ICE | Intercontinental Exchange In | 股票-金融 | 0.10% | -0.04% | -0.53% | |
| 37 | PFE | Pfizer Inc | 股票-醫療保健 | 0.08% | -0.05% | +84.48% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.08% | -0.05% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.07% | — | — | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.07% | -0.02% | +7.39% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.07% | -0.02% | -15.98% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.07% | +0.04% | +274.29% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.07% | -0.02% | — | |
| 44 | GE | General Electric | 股票-工業 | 0.06% | +0.01% | -22.59% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.04% | — | -18.92% | |
| 46 | T | At&t Inc | 股票-通訊服務 | 0.04% | -0.48% | — | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.04% | -0.01% | — | |
| 48 | JXN | Jackson Financial Inc-a | 股票-金融 | 0.04% | -0.04% | EXIT | |
| 49 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.04% | — | -57.31% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.03% | -0.32% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.9% | -5.71% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.4% | -3.50% | 減碼 |
| 3 | LLY | Eli Lilly & Co | +0.7% | -3.20% | 減碼 |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.5% | -4.41% | 減碼 |
| 5 | MRK | Merck & Co. Inc. | +0.3% | -6.90% | 減碼 |
| 6 | RY | Royal Bank Of Canada | +0.1% | -2.74% | 減碼 |
| 7 | INTC | Intel CORP | +0.1% | -0.68% | 減碼 |
| 8 | KEYS | Keysight Technologies In | +0.1% | -3.13% | 減碼 |
| 9 | CSCO | Cisco Systems Inc | +0.1% | +274.29% | 加碼 |
| 10 | EL | Estee Lauder Companies-cl A | +0.1% | -5.30% | 減碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.19% | 減碼 |
| 12 | V | Visa Inc-class A Shares | 0% | -3.19% | 減碼 |
| 13 | PFE | Pfizer Inc | 0% | +84.48% | 加碼 |
| 14 | KO | Coca-cola Co/the | 0% | +9.86% | 加碼 |
| 15 | CM | Can Imperial Bk Of Commerce | 0% | -7.60% | 減碼 |
| 16 | PEP | Pepsico Inc | — | +7.39% | 加碼 |
| 17 | TD | Toronto-dominion Bank | — | -19.30% | 減碼 |
| 18 | XOM | Exxon Mobil CORP | — | — | 不變 |
| 19 | GE | General Electric | 0% | -22.59% | 減碼 |
| 20 | CTAS | Cintas CORP | 0% | -28.38% | 減碼 |
| 21 | MA | Mastercard Inc - A | 0% | -5.43% | 減碼 |
| 22 | MELI | Mercadolibre Inc | 0% | — | 不變 |
| 23 | BABA | Alibaba Group Holding-sp Adr | 0% | -18.92% | 減碼 |
| 24 | PANW | Palo Alto Networks Inc | 0% | -6.34% | 減碼 |
| 25 | JPM | Jpmorgan Chase & Co | 0% | -4.10% | 減碼 |
| 26 | SBUX | Starbucks CORP | 0% | -57.31% | 減碼 |
| 27 | ADBE | Adobe Inc | 0% | -61.27% | 減碼 |
| 28 | PYPL | Paypal Holdings Inc | -0.1% | -1.41% | 減碼 |
| 29 | ORCL | Oracle CORP | -0.1% | -15.98% | 減碼 |
| 30 | CVX | Chevron CORP | -0.1% | -3.67% | 減碼 |
| 31 | WM | Waste Management Inc | -0.1% | -5.16% | 減碼 |
| 32 | AMT | American Tower CORP | -0.1% | -0.03% | 減碼 |
| 33 | NKE | Nike Inc -cl B | -0.1% | -14.66% | 減碼 |
| 34 | OTIS | Otis Worldwide CORP | -0.1% | -5.76% | 減碼 |
| 35 | DIS | Walt Disney Co/the | -0.2% | -4.35% | 減碼 |
| 36 | TSLA | Tesla Inc | -0.2% | -6.33% | 減碼 |
| 37 | UNH | Unitedhealth Group Inc | -0.2% | -5.49% | 減碼 |
| 38 | SNPS | Synopsys Inc | -0.2% | -1.84% | 減碼 |
| 39 | PG | Procter & Gamble Co/the | -0.3% | -4.09% | 減碼 |
| 40 | META | Meta Platforms Inc-class A | -0.4% | -0.51% | 減碼 |
| 41 | NVDA | Nvidia CORP | -0.6% | -5.49% | 減碼 |
| 42 | NOW | Servicenow Inc | -0.7% | +387.97% | 加碼 |
| 43 | A | Agilent Technologies Inc | -0.7% | -53.47% | 減碼 |
| 44 | MSFT | Microsoft CORP | -1.3% | -3.62% | 減碼 |
| 45 | T | At&t Inc | — | NEW | 新建倉 |
| 46 | NEE | Nextera Energy Inc | — | NEW | 新建倉 |
| 47 | HON | Honeywell International Inc | — | NEW | 新建倉 |
| 48 | KHC | Kraft Heinz Co/the | — | NEW | 新建倉 |
| 49 | CMCSA | Comcast Corp-class A | — | NEW | 新建倉 |
| 50 | BMY | Bristol-myers Squibb Co | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Brown Shipley& Co Ltd 在 Q4 2025 季度的美股持倉總市值約為 US$1.9億，共申報了 70 個公開持股部位。
在 Q4 2025 季度，Brown Shipley& Co Ltd 按市值排列的前三大核心持股分別為：NVDA (14.3%)、MSFT (13.7%)、GOOG (10.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 14.3% 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
T
市值: US$7.7萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$2843.1萬
在 Q4 2025 季度中，Brown Shipley& Co Ltd 共進行了 48 項持倉異動，包含新建倉 6 個部位、加碼 5 個部位、減碼 37 個部位以及清倉 0 個部位。 其中最大新建倉標的為 T。
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。