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: 0001730126
申報總市值
US$4.0億
US$4.0億
102 檔
33.7%
在 Q3 2025 申報期間，Buckley Wealth Management, LLC（CIK: 0001730126）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$4.0億，共持有 102 個公開申報部位。
觀察 Q3 2025 的資金脈絡，Buckley Wealth Management, LLC 在獲利結算 3 檔個股的同時，將資本重新部署至 7 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Buckley Wealth Management, LLC 的前 5 大核心持股（包含 AAPL, MSFT, GOOGL 等）合計佔整體申報市值的 33.7%，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 | AAPL | Apple Inc | 股票-科技 | 10.91% | +0.95% | -0.64% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.67% | +0.06% | -1.58% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.89% | +1.33% | +3.20% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.75% | +0.27% | +6.21% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 5.09% | -1.45% | -0.80% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.05% | +0.35% | -0.85% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.53% | +0.44% | -0.46% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.39% | -4.62% | EXIT | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.30% | -0.46% | +31.51% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.03% | +0.01% | -1.92% | |
| 11 | AMGN | Amgen Inc | 股票-醫療保健 | 2.56% | -0.03% | -0.44% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.46% | +0.04% | +2.75% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 2.43% | +0.92% | -1.35% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.58% | — | +8.43% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.43% | +0.21% | -2.05% | |
| 16 | IDA | Idacorp Inc | 股票-公用事業 | 1.38% | +0.03% | -2.56% | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.28% | +0.43% | -3.24% | |
| 18 | CAT | Caterpillar Inc | 股票-工業 | 1.20% | +0.49% | -0.44% | |
| 19 | MMM | 3m Co | 股票-工業 | 1.15% | +0.09% | -0.91% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.15% | +0.04% | -0.58% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.03% | +0.10% | -0.59% | |
| 22 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.91% | -0.37% | EXIT | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.87% | +0.16% | -14.70% | |
| 24 | T | At&t Inc | 股票-通訊服務 | 0.77% | -0.16% | -1.56% | |
| 25 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.73% | -0.07% | -6.55% | |
| 26 | PFE | Pfizer Inc | 股票-醫療保健 | 0.71% | -0.16% | +6.30% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | — | -1.03% | |
| 28 | C | Citigroup Inc | 股票-金融 | 0.59% | -0.03% | -3.62% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 0.55% | -0.11% | +5.79% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.49% | — | +0.12% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.48% | — | -1.29% | |
| 32 | DOW | Dow Inc | 股票-原物料 | 0.48% | -0.22% | -20.12% | |
| 33 | ANET | Arista Networks Inc | 股票-科技 | 0.46% | +0.11% | +3.65% | |
| 34 | VLO | Valero Energy CORP | 股票-能源 | 0.44% | -0.14% | -1.17% | |
| 35 | R | Ryder System Inc | 股票-工業 | 0.44% | +0.08% | -3.77% | |
| 36 | BKH | Black Hills CORP | 股票-公用事業 | 0.43% | +0.01% | +190.57% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.07% | -2.11% | |
| 38 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.43% | +0.03% | — | |
| 39 | BA | Boeing Co/the | 股票-工業 | 0.43% | +0.04% | +567.59% | |
| 40 | COR | Cencora Inc | 股票-醫療保健 | 0.42% | -0.05% | -8.38% | |
| 41 | KR | Kroger Co | 股票-非循環性消費 | 0.42% | -0.11% | -4.16% | |
| 42 | WMB | Williams Cos Inc | 股票-能源 | 0.42% | -0.03% | -0.68% | |
| 43 | TT | Trane Technologies plc | 股票-工業 | 0.41% | +0.08% | +1.81% | |
| 44 | TSLA | Tesla Inc | 股票-循環性消費 | 0.41% | +0.03% | — | |
| 45 | SYY | Sysco CORP | 股票-非循環性消費 | 0.40% | +0.06% | +2.16% | |
| 46 | ETN | Eaton Corporation plc | 股票-工業 | 0.39% | +0.05% | -1.71% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.39% | -0.33% | EXIT | |
| 48 | BBY | Best Buy Co Inc | 股票-循環性消費 | 0.38% | +0.07% | +30.78% | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.38% | +0.02% | -2.63% | |
| 50 | SYF | Synchrony Financial | 股票-金融 | 0.37% | +0.04% | -0.45% |
| # | 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 | +1.8% | +3.20% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.3% | -1.58% | 減碼 |
| 3 | NVDA | Nvidia CORP | +0.5% | -2.05% | 減碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -0.85% | 減碼 |
| 5 | NEE | Nextera Energy Inc | +0.4% | +8.43% | 加碼 |
| 6 | COST | Costco Wholesale CORP | +0.3% | +31.51% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.3% | -14.70% | 減碼 |
| 8 | CAT | Caterpillar Inc | +0.3% | -0.44% | 減碼 |
| 9 | ORCL | Oracle CORP | +0.2% | -1.29% | 加碼 |
| 10 | ANET | Arista Networks Inc | +0.2% | +3.65% | 加碼 |
| 11 | TSLA | Tesla Inc | +0.1% | — | 不變 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +0.12% | 加碼 |
| 13 | SOLV | Solventum CORP | +0.1% | -7.51% | 加碼 |
| 14 | IDA | Idacorp Inc | +0.1% | -2.56% | 加碼 |
| 15 | C | Citigroup Inc | +0.1% | -3.62% | 減碼 |
| 16 | LRCX | Lam Research CORP | +0.1% | -18.03% | 減碼 |
| 17 | CRH | CRH plc | +0.1% | +10.80% | 加碼 |
| 18 | CEG | Constellation Energy | +0.1% | -3.20% | 減碼 |
| 19 | ETN | Eaton Corporation plc | +0.1% | -1.71% | 減碼 |
| 20 | BBY | Best Buy Co Inc | +0.1% | +30.78% | 加碼 |
| 21 | BAC | Bank Of America CORP | +0.1% | -1.03% | 減碼 |
| 22 | SYF | Synchrony Financial | +0.1% | -0.45% | 減碼 |
| 23 | VLO | Valero Energy CORP | +0.1% | -1.17% | 減碼 |
| 24 | R | Ryder System Inc | +0.1% | -3.77% | 減碼 |
| 25 | LMT | Lockheed Martin CORP | 0% | +5.79% | 加碼 |
| 26 | HD | Home Depot Inc | 0% | -0.58% | 減碼 |
| 27 | ABBV | Abbvie Inc | 0% | -0.59% | 減碼 |
| 28 | AMZN | Amazon.com Inc | -0.1% | -0.46% | 減碼 |
| 29 | JNJ | Johnson & Johnson | -0.1% | -1.92% | 減碼 |
| 30 | AAPL | Apple Inc | -0.1% | -0.64% | 減碼 |
| 31 | CSCO | Cisco Systems Inc | -0.1% | -1.35% | 減碼 |
| 32 | OKE | Oneok Inc | -0.1% | +8.66% | 加碼 |
| 33 | INTC | Intel CORP | -0.2% | -60.56% | 減碼 |
| 34 | UNH | Unitedhealth Group Inc | -0.3% | -7.97% | 減碼 |
| 35 | MRK | Merck & Co. Inc. | -0.4% | -3.24% | 減碼 |
| 36 | LOW | Lowe's Cos Inc | -0.4% | -52.38% | 減碼 |
| 37 | AMGN | Amgen Inc | -0.6% | -0.44% | 加碼 |
| 38 | XOM | Exxon Mobil CORP | -0.7% | +1.35% | 減碼 |
| 39 | DOW | Dow Inc | -0.8% | -20.12% | 減碼 |
| 40 | CVX | Chevron CORP | -1% | -0.80% | 加碼 |
| 41 | BKH | Black Hills CORP | — | NEW | 新建倉 |
| 42 | KVUE | Kenvue Inc | — | NEW | 新建倉 |
| 43 | BA | Boeing Co/the | — | NEW | 新建倉 |
| 44 | ELV | Elevance Health Inc | — | EXIT | 清倉 |
| 45 | FERG | Ferguson Enterprises Inc | — | EXIT | 清倉 |
| 46 | ACN | Accenture plc | — | EXIT | 清倉 |
| 47 | MLI | Mueller Industries Inc | — | NEW | 新建倉 |
| 48 | HON | Honeywell International Inc | — | NEW | 新建倉 |
| 49 | AGYS | Agilysys Inc | — | NEW | 新建倉 |
| 50 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Buckley Wealth Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$4.0億，共申報了 102 個公開持股部位。
在 Q3 2025 季度，Buckley Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (10.9%)、MSFT (9.7%)、GOOGL (5.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.9% 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
BKH
市值: US$157.9萬
本季最大獲利了結 / 清倉標的
ELV
前期市值: US$100.8萬
在 Q3 2025 季度中，Buckley Wealth Management, LLC 共進行了 49 項持倉異動，包含新建倉 7 個部位、加碼 14 個部位、減碼 25 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BKH。 本季清倉部位包含 ELV。
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。