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: 0001133999
申報總市值
US$2.9億
US$2.9億
138 檔
19.4%
在 Q4 2025 申報期間，Buckhead Capital Management LLC（CIK: 0001133999）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$2.9億，共持有 138 個公開申報部位。
Buckhead Capital Management LLC 於 Q4 2025 展現出進攻型調倉步調，本季推動了 8 檔股票的新建倉與 24 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, GOOGL）累計市值佔比達 19.4%，是驅動 Buckhead Capital Management LLC 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 | MSFT | Microsoft CORP | 股票-科技 | 5.45% | -0.36% | +6.69% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.06% | +0.21% | +0.27% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.88% | +0.39% | +5.62% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.98% | +0.14% | +23.13% | |
| 5 | HD | Home Depot Inc | 股票-循環性消費 | 2.93% | -0.11% | +0.33% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.40% | -0.13% | +1.36% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.31% | -0.13% | -0.12% | |
| 8 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.93% | -0.63% | +2.54% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.92% | +0.04% | +3.50% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.84% | -1.25% | -8.41% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.81% | +0.03% | -10.33% | |
| 12 | AXP | American Express Co | 股票-金融 | 1.76% | -0.05% | +0.14% | |
| 13 | GWRE | Guidewire Software Inc | 股票-科技 | 1.75% | -0.46% | +1.67% | |
| 14 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.74% | -0.45% | +0.56% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.73% | -0.66% | +1.17% | |
| 16 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 1.71% | -0.16% | -1.40% | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 1.66% | +0.36% | +13.36% | |
| 18 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.60% | +0.07% | +0.11% | |
| 19 | FTNT | Fortinet Inc | 股票-科技 | 1.59% | +0.20% | -1.67% | |
| 20 | AZO | Autozone Inc | 股票-循環性消費 | 1.56% | -0.23% | +0.39% | |
| 21 | AON | Aon plc | 股票-金融 | 1.56% | -0.12% | +1.30% | |
| 22 | RJF | Raymond James Financial Inc | 股票-金融 | 1.55% | -0.07% | +0.61% | |
| 23 | APH | Amphenol Corp-cl A | 股票-科技 | 1.53% | +0.39% | -27.72% | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 1.50% | -0.03% | +7.83% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.45% | +0.16% | +6.89% | |
| 26 | BLK | Blackrock Inc | 股票-金融 | 1.42% | -0.13% | -0.22% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 1.38% | -0.28% | -0.34% | |
| 28 | LRCX | Lam Research CORP | 股票-科技 | 1.37% | +1.38% | -34.18% | |
| 29 | SO | Southern Co/the | 股票-公用事業 | 1.35% | -0.15% | +0.99% | |
| 30 | AME | Ametek Inc | 股票-工業 | 1.33% | +0.01% | +0.05% | |
| 31 | ROK | Rockwell Automation Inc | 股票-工業 | 1.27% | +0.38% | -3.51% | |
| 32 | TYL | Tyler Technologies Inc | 股票-科技 | 1.26% | -0.28% | +10.42% | |
| 33 | WSO | Watsco Inc | 股票-工業 | 1.25% | +0.07% | -3.35% | |
| 34 | ELS | Equity Lifestyle Properties | 股票-房地產 | 1.25% | — | -2.12% | |
| 35 | FISV | Fiserv Inc | 股票-其他 | 1.18% | -0.33% | +45.89% | |
| 36 | RSG | Republic Services Inc | 股票-工業 | 1.15% | -0.16% | +0.64% | |
| 37 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 1.09% | +0.62% | -5.09% | |
| 38 | SPSC | Sps Commerce Inc | 股票-科技 | 1.08% | -0.07% | -5.99% | |
| 39 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.06% | -0.22% | -0.37% | |
| 40 | ROL | Rollins Inc | 股票-循環性消費 | 1.05% | +0.03% | +2.49% | |
| 41 | CPRT | Copart Inc | 股票-工業 | 1.01% | +0.02% | -0.82% | |
| 42 | RPM | Rpm International Inc | 股票-原物料 | 0.98% | +0.01% | +3.70% | |
| 43 | RMD | Resmed Inc | 股票-醫療保健 | 0.98% | — | +1.26% | |
| 44 | FANG | Diamondback Energy Inc | 股票-能源 | 0.97% | -0.29% | -1.56% | |
| 45 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.87% | -0.07% | +4.21% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.86% | -0.14% | +7.15% | |
| 47 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.83% | -0.04% | +25.24% | |
| 48 | DINO | Hf Sinclair CORP | 股票-能源 | 0.76% | -0.02% | -24.11% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.73% | — | +15.08% | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.64% | -0.06% | +1.44% |
| # | 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% | +5.62% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.7% | +23.13% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +6.89% | 加碼 |
| 4 | AAPL | Apple Inc | +0.3% | +0.27% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.3% | +1.36% | 加碼 |
| 6 | COO | Cooper Cos Inc/the | +0.2% | -1.40% | 減碼 |
| 7 | KO | Coca-cola Co/the | +0.2% | +179.37% | 加碼 |
| 8 | AXP | American Express Co | +0.2% | +0.14% | 加碼 |
| 9 | LLY | Eli Lilly & Co | +0.2% | — | 不變 |
| 10 | NVDA | Nvidia CORP | +0.2% | +68.69% | 加碼 |
| 11 | ULTA | Ulta Beauty Inc | +0.1% | +0.11% | 加碼 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +75.30% | 加碼 |
| 13 | AME | Ametek Inc | +0.1% | +0.05% | 加碼 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +15.08% | 加碼 |
| 15 | V | Visa Inc-class A Shares | +0.1% | +3.50% | 加碼 |
| 16 | TXN | Texas Instruments Inc | +0.1% | +13.36% | 加碼 |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | +83.04% | 加碼 |
| 18 | WMT | Walmart Inc | +0.1% | -0.34% | 減碼 |
| 19 | EVR | Evercore Inc - A | -0.1% | -19.33% | 減碼 |
| 20 | RPM | Rpm International Inc | -0.1% | +3.70% | 加碼 |
| 21 | SO | Southern Co/the | -0.1% | +0.99% | 加碼 |
| 22 | RMD | Resmed Inc | -0.1% | +1.26% | 加碼 |
| 23 | APD | Air Products & Chemicals Inc | -0.1% | -0.37% | 減碼 |
| 24 | RJF | Raymond James Financial Inc | -0.1% | +0.61% | 加碼 |
| 25 | BLK | Blackrock Inc | -0.2% | -0.22% | 減碼 |
| 26 | FTNT | Fortinet Inc | -0.2% | -1.67% | 減碼 |
| 27 | CPRT | Copart Inc | -0.2% | -0.82% | 減碼 |
| 28 | JPM | Jpmorgan Chase & Co | -0.2% | -10.33% | 減碼 |
| 29 | GWRE | Guidewire Software Inc | -0.2% | +1.67% | 加碼 |
| 30 | SPSC | Sps Commerce Inc | -0.3% | -5.99% | 減碼 |
| 31 | LRCX | Lam Research CORP | -0.3% | -34.18% | 減碼 |
| 32 | UNH | Unitedhealth Group Inc | -0.3% | -8.41% | 減碼 |
| 33 | ORCL | Oracle CORP | -0.3% | +7.15% | 加碼 |
| 34 | WSO | Watsco Inc | -0.3% | -3.35% | 減碼 |
| 35 | DINO | Hf Sinclair CORP | -0.4% | -24.11% | 減碼 |
| 36 | FISV | Fiserv Inc | -0.4% | +45.89% | 加碼 |
| 37 | APH | Amphenol Corp-cl A | -0.4% | -27.72% | 減碼 |
| 38 | AZO | Autozone Inc | -0.4% | +0.39% | 加碼 |
| 39 | HD | Home Depot Inc | -0.6% | +0.33% | 加碼 |
| 40 | IXN | Ishares Global Tech ETF | — | NEW | 新建倉 |
| 41 | DXJ | Wisdomtree Japan Hedged Eq | — | NEW | 新建倉 |
| 42 | TSLA | Tesla Inc | — | NEW | 新建倉 |
| 43 | META | Meta Platforms Inc-class A | — | NEW | 新建倉 |
| 44 | FND | Floor & Decor Holdings Inc-a | — | EXIT | 清倉 |
| 45 | SNPS | Synopsys Inc | — | EXIT | 清倉 |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | — | NEW | 新建倉 |
| 47 | PHO | Invesco Water Resources ETF | — | NEW | 新建倉 |
| 48 | ISRG | Intuitive Surgical Inc | — | NEW | 新建倉 |
| 49 | VST | Vistra CORP | — | EXIT | 清倉 |
| 50 | WDC | Western Digital CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Buckhead Capital Management LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.9億，共申報了 138 個公開持股部位。
在 Q4 2025 季度，Buckhead Capital Management LLC 按市值排列的前三大核心持股分別為：MSFT (5.5%)、AAPL (5.1%)、GOOGL (3.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.5% 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
IXN
市值: US$57.0萬
本季最大獲利了結 / 清倉標的
FND
前期市值: US$34.3萬
在 Q4 2025 季度中，Buckhead Capital Management LLC 共進行了 49 項持倉異動，包含新建倉 8 個部位、加碼 24 個部位、減碼 14 個部位以及清倉 3 個部位。 其中最大新建倉標的為 IXN。 本季清倉部位包含 FND。
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。