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: 0002001434
申報總市值
US$2.7億
US$2.7億
182 檔
25.6%
在 Q2 2026 的 13F 官方備案中，Burford Brothers, Inc. 管理的美股投資組合規模來到 US$2.7億，整體持股檔數為 182 檔。
Q2 2026 數據顯示 Burford Brothers, Inc. 積極進場，新開立 15 個部位並同步加碼 88 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AAPL, CGUS, BRK-B）累計市值佔比達 25.6%，是驅動 Burford Brothers, Inc. 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 | AAPL | Apple Inc | 股票-科技 | 7.73% | +1.08% | +1.81% | |
| 2 | CGUS | Cap Group Core Equity | ETF-其他 | 6.04% | -0.04% | +1.27% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.36% | -0.13% | +0.93% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-其他 | 4.03% | -0.84% | -3.10% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-其他 | 3.62% | +0.03% | +1.66% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 3.48% | -0.58% | +1.16% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.86% | +1.04% | +3.29% | |
| 8 | CGGO | Cap Group Global Growth | ETF-其他 | 2.56% | -0.17% | +0.45% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.10% | -2.10% | EXIT | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.08% | +0.07% | +1.64% | |
| 11 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 1.83% | -1.83% | EXIT | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.71% | -0.07% | +4.17% | |
| 13 | GEV | GE Vernova Inc | 股票-工業 | 1.68% | -0.42% | +0.85% | |
| 14 | FSLR | First Solar Inc | 股票-科技 | 1.67% | -0.44% | +0.51% | |
| 15 | GE | General Electric | 股票-工業 | 1.64% | -0.39% | +1.03% | |
| 16 | CAT | Caterpillar Inc | 股票-工業 | 1.61% | -0.39% | +2.41% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | +0.01% | +1.78% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.22% | +0.61% | +1.81% | |
| 19 | VST | Vistra CORP | 股票-公用事業 | 1.13% | -0.16% | +0.64% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.07% | +0.01% | -1.99% | |
| 21 | CGBL | Cap Group Core Balanced | ETF-其他 | 1.02% | -0.03% | +2.70% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.99% | +0.04% | +0.52% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.99% | -0.08% | +0.67% | |
| 24 | FRMI | Fermi Inc | 股票-其他 | 0.99% | -0.51% | — | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | +0.46% | +14.26% | |
| 26 | ASML | ASML Holding N.V. | 股票-科技 | 0.88% | -0.08% | +1.60% | |
| 27 | MO | Altria Group Inc | 股票-非循環性消費 | 0.87% | -0.07% | -19.43% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | +0.04% | -40.80% | |
| 29 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.83% | -0.01% | -0.39% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 0.80% | -0.06% | +0.28% | |
| 31 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.76% | -0.02% | -5.15% | |
| 32 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.76% | -0.64% | +487.28% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.73% | -0.01% | +5.20% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.72% | +0.04% | +0.33% | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.72% | -0.55% | +14.46% | |
| 36 | PGR | Progressive CORP | 股票-金融 | 0.68% | -0.22% | +24.68% | |
| 37 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.65% | -0.08% | -0.02% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.61% | -0.14% | +2.63% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.11% | +0.68% | |
| 40 | ET | Energy Transfer LP | 股票-能源 | 0.57% | -0.01% | -0.34% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.52% | -0.03% | +1.84% | |
| 42 | ASA | ASA Gold and Precious Metals Limited | 股票-其他 | 0.52% | +0.03% | — | |
| 43 | MPLX | Mplx LP | 股票-能源 | 0.51% | — | +31.68% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.50% | +0.06% | +210.28% | |
| 45 | AXP | American Express Co | 股票-金融 | 0.49% | -0.05% | +1.33% | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.48% | +0.23% | -0.39% | |
| 47 | DMLP | Dorchester Minerals LP | 股票-其他 | 0.48% | +0.04% | +73.14% | |
| 48 | MTDR | Matador Resources Co | 股票-能源 | 0.46% | +0.02% | -5.44% | |
| 49 | NNN | Nnn Reit Inc | 股票-房地產 | 0.46% | +0.06% | -8.06% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.45% | +0.12% | +20.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FRMI | Fermi Inc | +1% | NEW | 新建倉 |
| 2 | ED | Consolidated Edison Inc | +0.6% | +487.28% | 加碼 |
| 3 | CAT | Caterpillar Inc | +0.4% | +2.41% | 加碼 |
| 4 | LLY | Eli Lilly & Co | +0.4% | NEW | 新建倉 |
| 5 | CGGO | Cap Group Global Growth | +0.3% | +0.45% | 加碼 |
| 6 | BMY | Bristol-myers Squibb Co | +0.3% | +210.28% | 加碼 |
| 7 | GEV | GE Vernova Inc | +0.3% | +0.85% | 加碼 |
| 8 | LVS | Las Vegas Sands CORP | +0.3% | NEW | 新建倉 |
| 9 | AAPL | Apple Inc | +0.3% | +1.81% | 加碼 |
| 10 | CGUS | Cap Group Core Equity | +0.3% | +1.27% | 加碼 |
| 11 | ✓ | +0.3% | NEW | 新建倉 | |
| 12 | ATR | Aptargroup Inc | +0.3% | NEW | 新建倉 |
| 13 | GE | General Electric | +0.3% | +1.03% | 加碼 |
| 14 | ASML | ASML Holding N.V. | +0.2% | +1.60% | 加碼 |
| 15 | CGGR | Cap Group Growth Equity | +0.2% | +1.66% | 加碼 |
| 16 | SWKS | Skyworks Solutions Inc | +0.2% | NEW | 新建倉 |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | +4.17% | 加碼 |
| 18 | TXN | Texas Instruments Inc | +0.2% | +0.28% | 加碼 |
| 19 | AMAT | Applied Materials Inc | +0.2% | NEW | 新建倉 |
| 20 | APH | Amphenol Corp-cl A | +0.2% | +20.86% | 加碼 |
| 21 | DMLP | Dorchester Minerals LP | +0.2% | +73.14% | 加碼 |
| 22 | NVDA | Nvidia CORP | +0.1% | +14.26% | 加碼 |
| 23 | PGR | Progressive CORP | +0.1% | +24.68% | 加碼 |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | +2.23% | 加碼 |
| 25 | FSLR | First Solar Inc | +0.1% | +0.51% | 加碼 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.84% | 加碼 |
| 27 | ✓ | +0.1% | NEW | 新建倉 | |
| 28 | TSLA | Tesla Inc | +0.1% | +1.16% | 加碼 |
| 29 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 30 | SBSW | Sibanye-stillwater Ltd-adr | +0.1% | NEW | 新建倉 |
| 31 | NUE | Nucor CORP | +0.1% | NEW | 新建倉 |
| 32 | AMZN | Amazon.com Inc | +0.1% | +1.64% | 加碼 |
| 33 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.21% | 加碼 |
| 34 | XLK | Ss Technology Select Sector | +0.1% | -1.33% | 減碼 |
| 35 | LUV | Southwest Airlines Co | +0.1% | NEW | 新建倉 |
| 36 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | NEW | 新建倉 |
| 37 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | 新建倉 |
| 38 | MLI | Mueller Industries Inc | +0.1% | NEW | 新建倉 |
| 39 | MPLX | Mplx LP | +0.1% | +31.68% | 加碼 |
| 40 | CSCO | Cisco Systems Inc | +0.1% | +1.35% | 加碼 |
| 41 | ANET | Arista Networks Inc | +0.1% | +5.74% | 加碼 |
| 42 | AVGO | Broadcom Inc | +0.1% | +21.07% | 加碼 |
| 43 | IBM | Intl Business Machines CORP | 0% | +2.63% | 加碼 |
| 44 | NOK | Nokia Corp-spon Adr | 0% | +9.20% | 加碼 |
| 45 | ABBV | Abbvie Inc | 0% | +0.52% | 加碼 |
| 46 | CGXU | Cap Group Intl Focus | 0% | -0.39% | 減碼 |
| 47 | F | Ford Motor Co | 0% | +0.66% | 加碼 |
| 48 | QQQ | Invesco Qqq Trust Series 1 | 0% | +7.16% | 加碼 |
| 49 | TEVA | Teva Pharmaceutical-sp Adr | 0% | +0.80% | 加碼 |
| 50 | JPM | Jpmorgan Chase & Co | 0% | +1.78% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Burford Brothers, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$2.7億，共申報了 182 個公開持股部位。
在 Q2 2026 季度，Burford Brothers, Inc. 按市值排列的前三大核心持股分別為：AAPL (7.7%)、CGUS (6.0%)、BRK-B (4.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.7% 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
FRMI
市值: US$269.7萬
本季最大獲利了結 / 清倉標的
NFG
前期市值: US$117.4萬
在 Q2 2026 季度中，Burford Brothers, Inc. 共進行了 155 項持倉異動，包含新建倉 15 個部位、加碼 88 個部位、減碼 47 個部位以及清倉 5 個部位。 其中最大新建倉標的為 FRMI。 本季清倉部位包含 NFG。
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。