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
103 檔
35.1%
Q4 2025 季度申報顯示，Buckley Wealth Management, LLC 揭露的美股組合總市值為 US$4.0億，涵蓋 103 個不同之權益投資部位。
Buckley Wealth Management, LLC 在 Q4 2025 進行了結構性的板塊輪動與部位換股。在開立 6 個全新部位及加碼 17 檔持股的同時，亦同步清倉 5 檔並減碼 22 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, GOOGL）占據了總市值的 35.1%，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 | AAPL | Apple Inc | 股票-科技 | 11.17% | +0.95% | -1.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.72% | +0.06% | -0.28% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.13% | +1.33% | -2.90% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.64% | +0.27% | +1.37% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.94% | +0.35% | -1.00% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 4.86% | -1.45% | +0.48% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.60% | +0.44% | -0.34% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.50% | -4.62% | EXIT | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.25% | +0.01% | -0.50% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.22% | -0.46% | +8.30% | |
| 11 | AMGN | Amgen Inc | 股票-醫療保健 | 2.88% | -0.03% | +0.26% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 2.59% | +0.92% | -2.40% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.26% | +0.04% | +1.74% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.62% | — | -0.32% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.54% | +0.43% | -0.79% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.42% | +0.21% | +2.69% | |
| 17 | CAT | Caterpillar Inc | 股票-工業 | 1.37% | +0.49% | -1.69% | |
| 18 | IDA | Idacorp Inc | 股票-公用事業 | 1.27% | +0.03% | -0.53% | |
| 19 | MMM | 3m Co | 股票-工業 | 1.15% | +0.09% | -0.29% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.98% | +0.10% | -0.68% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.92% | +0.04% | -3.12% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 0.82% | +0.16% | -7.20% | |
| 23 | PFE | Pfizer Inc | 股票-醫療保健 | 0.75% | -0.16% | +10.82% | |
| 24 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.74% | -0.07% | -1.07% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | — | -0.59% | |
| 26 | T | At&t Inc | 股票-通訊服務 | 0.66% | -0.16% | +0.32% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.60% | — | -1.89% | |
| 28 | C | Citigroup Inc | 股票-金融 | 0.57% | -0.03% | -12.59% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 0.53% | -0.11% | +2.49% | |
| 30 | BKH | Black Hills CORP | 股票-公用事業 | 0.49% | +0.01% | +3.51% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.49% | — | +51.00% | |
| 32 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.47% | +0.02% | +3.19% | |
| 33 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.44% | +0.03% | +0.10% | |
| 34 | COR | Cencora Inc | 股票-醫療保健 | 0.43% | -0.05% | -1.52% | |
| 35 | SYF | Synchrony Financial | 股票-金融 | 0.43% | +0.04% | +0.26% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.07% | -0.28% | |
| 37 | BA | Boeing Co/the | 股票-工業 | 0.43% | +0.04% | +2.43% | |
| 38 | FDX | Fedex CORP | 股票-工業 | 0.42% | -0.15% | +1.39% | |
| 39 | R | Ryder System Inc | 股票-工業 | 0.41% | +0.08% | -4.02% | |
| 40 | IVZ | Invesco Ltd. | 股票-金融 | 0.41% | +0.02% | — | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.41% | +0.02% | -0.29% | |
| 42 | LRCX | Lam Research CORP | 股票-科技 | 0.40% | +0.39% | -1.47% | |
| 43 | TSLA | Tesla Inc | 股票-循環性消費 | 0.40% | +0.03% | +0.57% | |
| 44 | VLO | Valero Energy CORP | 股票-能源 | 0.40% | -0.14% | -1.39% | |
| 45 | TRGP | Targa Resources CORP | 股票-能源 | 0.39% | -0.08% | +4.88% | |
| 46 | KR | Kroger Co | 股票-非循環性消費 | 0.38% | -0.11% | +1.13% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.38% | -0.33% | EXIT | |
| 48 | TGT | Target CORP | 股票-循環性消費 | 0.38% | -0.03% | +10.05% | |
| 49 | WMB | Williams Cos Inc | 股票-能源 | 0.37% | -0.03% | -2.09% | |
| 50 | TT | Trane Technologies plc | 股票-工業 | 0.37% | +0.08% | -0.28% |
| # | 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 | +1.2% | -2.90% | 減碼 |
| 2 | AMGN | Amgen Inc | +0.3% | +0.26% | 加碼 |
| 3 | AAPL | Apple Inc | +0.3% | -1.03% | 減碼 |
| 4 | MRK | Merck & Co. Inc. | +0.3% | -0.79% | 減碼 |
| 5 | JNJ | Johnson & Johnson | +0.2% | -0.50% | 減碼 |
| 6 | HON | Honeywell International Inc | +0.2% | +235.81% | 加碼 |
| 7 | CAT | Caterpillar Inc | +0.2% | -1.69% | 減碼 |
| 8 | CSCO | Cisco Systems Inc | +0.2% | -2.40% | 減碼 |
| 9 | XOM | Exxon Mobil CORP | +0.1% | -0.03% | 減碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -1.89% | 減碼 |
| 11 | CAH | Cardinal Health Inc | +0.1% | +3.19% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.1% | -0.34% | 減碼 |
| 13 | LRCX | Lam Research CORP | +0.1% | -1.47% | 減碼 |
| 14 | FDX | Fedex CORP | +0.1% | +1.39% | 加碼 |
| 15 | BKH | Black Hills CORP | +0.1% | +3.51% | 加碼 |
| 16 | OKE | Oneok Inc | +0.1% | +22.29% | 加碼 |
| 17 | SYF | Synchrony Financial | +0.1% | +0.26% | 加碼 |
| 18 | TGT | Target CORP | +0.1% | +10.05% | 加碼 |
| 19 | LLY | Eli Lilly & Co | +0.1% | -0.66% | 減碼 |
| 20 | NEE | Nextera Energy Inc | 0% | -0.32% | 減碼 |
| 21 | PFE | Pfizer Inc | 0% | +10.82% | 加碼 |
| 22 | TRGP | Targa Resources CORP | 0% | +4.88% | 加碼 |
| 23 | UNP | Union Pacific CORP | 0% | +26.31% | 加碼 |
| 24 | WEC | Wec Energy Group Inc | 0% | +34.58% | 加碼 |
| 25 | SOLV | Solventum CORP | -0.1% | -25.75% | 減碼 |
| 26 | ETN | Eaton Corporation plc | -0.1% | +0.26% | 加碼 |
| 27 | MCK | Mckesson CORP | -0.1% | -33.81% | 減碼 |
| 28 | MPC | Marathon Petroleum CORP | -0.1% | -7.35% | 減碼 |
| 29 | ANET | Arista Networks Inc | -0.1% | -10.65% | 減碼 |
| 30 | T | At&t Inc | -0.1% | +0.32% | 加碼 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.37% | 加碼 |
| 32 | IDA | Idacorp Inc | -0.1% | -0.53% | 減碼 |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | -1.00% | 減碼 |
| 34 | PG | Procter & Gamble Co/the | -0.2% | +1.74% | 加碼 |
| 35 | DOW | Dow Inc | -0.2% | -44.02% | 減碼 |
| 36 | HD | Home Depot Inc | -0.2% | -3.12% | 減碼 |
| 37 | CVX | Chevron CORP | -0.2% | +0.48% | 加碼 |
| 38 | 6D8 | Dupont De Nemours Inc | -0.6% | -23.02% | 減碼 |
| 39 | MSFT | Microsoft CORP | -1% | -0.28% | 減碼 |
| 40 | IVZ | Invesco Ltd. | — | NEW | 新建倉 |
| 41 | PGR | Progressive CORP | — | EXIT | 清倉 |
| 42 | Q | Qnity Electronics Inc | — | NEW | 新建倉 |
| 43 | PYPL | Paypal Holdings Inc | — | EXIT | 清倉 |
| 44 | WELL | Welltower Inc | — | NEW | 新建倉 |
| 45 | CRBG | Corebridge Financial Inc | — | EXIT | 清倉 |
| 46 | EXR | Extra Space Storage Inc | — | EXIT | 清倉 |
| 47 | INTC | Intel CORP | — | EXIT | 清倉 |
| 48 | B | Barrick Mining CORP | — | NEW | 新建倉 |
| 49 | SLB | Slb LTD | — | NEW | 新建倉 |
| 50 | ASML | ASML Holding N.V. | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Buckley Wealth Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$4.0億，共申報了 103 個公開持股部位。
在 Q4 2025 季度，Buckley Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (11.2%)、MSFT (8.7%)、GOOGL (7.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.2% 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
IVZ
市值: US$154.6萬
本季最大獲利了結 / 清倉標的
PGR
前期市值: US$135.7萬
在 Q4 2025 季度中，Buckley Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 17 個部位、減碼 22 個部位以及清倉 5 個部位。 其中最大新建倉標的為 IVZ。 本季清倉部位包含 PGR。
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。