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: 0000940445
申報總市值
US$36.6億
US$36.6億
584 檔
18.1%
截至 Q3 2025 季度末，Burney Co/ 的美股持倉估值約為 US$36.6億，全數申報部位共有 584 檔。
Q3 2025 的申報記錄反映 Burney Co/ 的板塊替換策略：機構本季推動了 91 筆增持與 109 筆減持，籌碼呈現明顯的結構重組。
整體而言，Burney Co/ 的前 5 大持股（包含 BRNY, AAPL, VGIT）貢獻了組合市值的 18.1%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 584 檔）
| # | 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 | BRNY | Burney US Factor Rotation | ETF-其他 | 10.76% | +0.30% | +2.66% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.51% | +0.49% | +4.29% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.42% | +0.12% | +3.26% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | +1.17% | +13.50% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.95% | -0.04% | +4.32% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.84% | +0.41% | -1.64% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.82% | -0.32% | +13.87% | |
| 8 | ANET | Arista Networks Inc | 股票-科技 | 1.71% | +0.21% | -2.90% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.69% | -0.13% | -7.16% | |
| 10 | LRCX | Lam Research CORP | 股票-科技 | 1.60% | -0.64% | +16.02% | |
| 11 | MCK | Mckesson CORP | 股票-醫療保健 | 1.45% | +0.06% | -3.03% | |
| 12 | COF | Capital One Financial CORP | 股票-金融 | 1.26% | +0.18% | -25.37% | |
| 13 | PH | Parker Hannifin CORP | 股票-工業 | 1.18% | -0.03% | -2.50% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | — | -0.58% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 1.03% | -0.03% | -2.63% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.97% | +0.28% | +17.42% | |
| 17 | AZO | Autozone Inc | 股票-循環性消費 | 0.94% | -0.08% | -2.57% | |
| 18 | COR | Cencora Inc | 股票-醫療保健 | 0.90% | +0.01% | -10.60% | |
| 19 | DFIC | Dimensional International Co | ETF-其他 | 0.89% | +0.15% | +3.44% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.87% | -0.02% | -1.80% | |
| 21 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 0.86% | -0.08% | -1.58% | |
| 22 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.86% | +0.02% | -16.13% | |
| 23 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.84% | -0.12% | +0.97% | |
| 24 | KLAC | Kla CORP | 股票-科技 | 0.78% | -0.34% | -12.52% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.73% | +0.04% | -0.63% | |
| 26 | ADSK | Autodesk Inc | 股票-科技 | 0.71% | -0.04% | -20.30% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.01% | -17.40% | |
| 28 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.71% | -0.02% | +1.74% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.69% | -0.01% | -0.75% | |
| 30 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.69% | -0.01% | +26.93% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.69% | +0.03% | +0.08% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | -0.01% | -1.91% | |
| 33 | FICO | Fair Isaac CORP | 股票-科技 | 0.63% | -0.06% | -5.18% | |
| 34 | UGI | Ugi CORP | 股票-公用事業 | 0.62% | +0.01% | -5.20% | |
| 35 | CORT | Corcept Therapeutics Inc | 股票-醫療保健 | 0.61% | -0.02% | -7.75% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.61% | -0.04% | +22.01% | |
| 37 | WTS | Watts Water Technologies-a | 股票-工業 | 0.60% | -0.10% | +96.11% | |
| 38 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 0.59% | -0.06% | -3.06% | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.59% | -0.05% | -28.45% | |
| 40 | TRGP | Targa Resources CORP | 股票-能源 | 0.58% | -0.03% | -1.33% | |
| 41 | FTNT | Fortinet Inc | 股票-科技 | 0.58% | +0.02% | -1.03% | |
| 42 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.56% | +0.04% | -0.47% | |
| 43 | CRUS | Cirrus Logic Inc | 股票-科技 | 0.52% | -0.52% | +41.70% | |
| 44 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.52% | -0.02% | -2.94% | |
| 45 | LHX | L3harris Technologies Inc | 股票-工業 | 0.51% | -0.09% | -1.57% | |
| 46 | TMHC | Taylor Morrison Home CORP | 股票-循環性消費 | 0.49% | -0.14% | EXIT | |
| 47 | CF | Cf Industries Holdings Inc | 股票-原物料 | 0.49% | -0.16% | +184.91% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.49% | — | +181.46% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.48% | -0.04% | -36.64% | |
| 50 | URI | United Rentals Inc | 股票-工業 | 0.46% | -0.03% | -3.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRNY | Burney US Factor Rotation | +1.2% | +2.66% | 加碼 |
| 2 | LRCX | Lam Research CORP | +0.8% | +16.02% | 加碼 |
| 3 | CBOE | Cboe Global Markets Inc | +0.8% | -16.13% | 加碼 |
| 4 | COF | Capital One Financial CORP | +0.7% | -25.37% | 加碼 |
| 5 | DRI | Darden Restaurants Inc | +0.7% | +1.74% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.7% | +13.50% | 加碼 |
| 7 | ANET | Arista Networks Inc | +0.6% | -2.90% | 減碼 |
| 8 | AVGO | Broadcom Inc | +0.6% | -7.16% | 減碼 |
| 9 | CRUS | Cirrus Logic Inc | +0.5% | +41.70% | 加碼 |
| 10 | CF | Cf Industries Holdings Inc | +0.5% | +184.91% | 加碼 |
| 11 | SCHW | Schwab (charles) CORP | +0.4% | +26.93% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.32% | 減碼 |
| 13 | NFLX | Netflix Inc | +0.4% | -2.63% | 加碼 |
| 14 | MA | Mastercard Inc - A | +0.4% | +181.46% | 加碼 |
| 15 | RL | Ralph Lauren CORP | +0.4% | +196.08% | 加碼 |
| 16 | MPWR | Monolithic Power Systems Inc | +0.4% | +1111.51% | 加碼 |
| 17 | NVDA | Nvidia CORP | +0.4% | -1.64% | 減碼 |
| 18 | ORCL | Oracle CORP | +0.4% | -1.80% | 減碼 |
| 19 | IDCC | Interdigital Inc | +0.3% | -24.55% | 加碼 |
| 20 | YUM | Yum! Brands Inc | +0.3% | -26.32% | 加碼 |
| 21 | UHS | Universal Health Services-b | +0.2% | -11.76% | 加碼 |
| 22 | ADSK | Autodesk Inc | +0.2% | -20.30% | 加碼 |
| 23 | META | Meta Platforms Inc-class A | +0.2% | +13.87% | 加碼 |
| 24 | SPG | Simon Property Group Inc | +0.2% | +41.27% | 加碼 |
| 25 | JLL | Jones Lang Lasalle Inc | +0.2% | +3.01% | 加碼 |
| 26 | KLAC | Kla CORP | +0.2% | -12.52% | 減碼 |
| 27 | AMZN | Amazon.com Inc | +0.1% | +17.42% | 加碼 |
| 28 | MCD | Mcdonald's CORP | +0.1% | +95.70% | 加碼 |
| 29 | BPOP | Popular Inc | +0.1% | +134.35% | 加碼 |
| 30 | MDLZ | Mondelez International Inc-a | +0.1% | -39.81% | 加碼 |
| 31 | PCTY | Paylocity Holding CORP | +0.1% | — | 加碼 |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | -0.58% | 加碼 |
| 33 | BNY | Bank Of New York Mellon CORP | +0.1% | -20.78% | 加碼 |
| 34 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +23.79% | 加碼 |
| 35 | STRL | Sterling Infrastructure Inc | +0.1% | -21.00% | 減碼 |
| 36 | RTX | Rtx CORP | +0.1% | -0.75% | 加碼 |
| 37 | ES | Eversource Energy | +0.1% | +3.62% | 加碼 |
| 38 | AAPL | Apple Inc | +0.1% | +4.29% | 加碼 |
| 39 | APH | Amphenol Corp-cl A | +0.1% | -28.45% | 減碼 |
| 40 | CW | Curtiss-wright CORP | +0.1% | -2.51% | 減碼 |
| 41 | PSMT | Pricesmart Inc | +0.1% | +2.50% | 加碼 |
| 42 | NBIX | Neurocrine Biosciences Inc | +0.1% | +202.69% | 加碼 |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +2.17% | 加碼 |
| 44 | APP | Applovin Corp-class A | +0.1% | -4.24% | 加碼 |
| 45 | OVV | Ovintiv Inc | +0.1% | -2.24% | 加碼 |
| 46 | DFIC | Dimensional International Co | +0.1% | +3.44% | 加碼 |
| 47 | LHX | L3harris Technologies Inc | +0.1% | -1.57% | 減碼 |
| 48 | CDNS | Cadence Design Sys Inc | +0.1% | +0.97% | 加碼 |
| 49 | AMAT | Applied Materials Inc | +0.1% | -0.58% | 減碼 |
| 50 | 07WA | Mr Cooper Group Inc | +0.1% | -2.44% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Burney Co/ 在 Q3 2025 季度的美股持倉總市值約為 US$36.6億，共申報了 584 個公開持股部位。
在 Q3 2025 季度，Burney Co/ 按市值排列的前三大核心持股分別為：BRNY (10.8%)、AAPL (3.5%)、VGIT (2.4%)。其中最大持股部位 BRNY 佔據整體投資組合約 10.8% 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
WTS
市值: US$1890.7萬
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$3010.1萬
在 Q3 2025 季度中，Burney Co/ 共進行了 200 項持倉異動，包含新建倉 29 個部位、加碼 62 個部位、減碼 95 個部位以及清倉 14 個部位。 其中最大新建倉標的為 WTS。 本季清倉部位包含 DFSEUR。
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。