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: 0001047339
申報總市值
US$9.6億
US$9.6億
183 檔
27.0%
根據最新整理的 13F 季度數據集，Burns J W & Co Inc/ny 於 Q4 2025 結束時的管理資產規模為 US$9.6億。該機構在本季度申報了 183 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，Burns J W & Co Inc/ny 展現出較為審慎的避險與獲利了結姿態。本季共減碼 27 個部位並完全清倉 2 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, GOOG）占據了總市值的 27.0%，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 | 9.26% | +0.22% | -0.81% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.88% | -0.49% | -0.50% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.84% | +0.45% | -0.90% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 4.16% | +0.08% | -0.72% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.52% | +0.12% | +0.13% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.49% | +0.34% | +1.57% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.13% | +0.46% | -1.26% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 3.05% | -0.17% | +6.98% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.83% | -0.02% | -0.41% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.80% | +0.27% | +0.06% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.51% | +0.04% | +2.04% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.34% | -0.15% | +0.07% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.12% | +0.10% | +1.10% | |
| 14 | RTX | Rtx CORP | 股票-工業 | 1.57% | -0.19% | -0.71% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 1.53% | -0.47% | +914.55% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.52% | -0.30% | +0.05% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.37% | -0.27% | +1.04% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.36% | -0.13% | +1.50% | |
| 19 | MS | Morgan Stanley | 股票-金融 | 1.31% | +0.18% | -1.02% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.24% | -0.10% | -0.65% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.14% | -0.46% | +0.17% | |
| 22 | WM | Waste Management Inc | 股票-工業 | 1.13% | -0.15% | +1.76% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.10% | +0.16% | +1.55% | |
| 24 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.08% | -0.22% | +1.27% | |
| 25 | SYK | Stryker CORP | 股票-醫療保健 | 1.02% | -0.14% | -0.86% | |
| 26 | DHR | Danaher CORP | 股票-醫療保健 | 1.00% | -0.32% | +1.39% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.96% | +0.05% | +0.52% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.95% | +0.07% | -3.21% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.89% | -0.21% | -2.34% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.86% | -0.07% | -2.89% | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.85% | +0.10% | -1.50% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.85% | +0.23% | +98.30% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.84% | +0.02% | -0.83% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.83% | +0.06% | +4.22% | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.82% | -0.06% | -0.93% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | +0.09% | -0.44% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.76% | -0.03% | +32.73% | |
| 38 | DE | Deere & Co | 股票-工業 | 0.75% | +0.01% | -3.20% | |
| 39 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.75% | +0.68% | -0.54% | |
| 40 | XLF | Ss Financial Select Sector | ETF-其他 | 0.69% | -0.04% | -0.42% | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.69% | -0.09% | -0.34% | |
| 42 | AVGO | Broadcom Inc | 股票-科技 | 0.67% | +0.17% | +4.62% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工業 | 0.64% | -0.01% | +0.48% | |
| 44 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.59% | -0.10% | -2.57% | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.56% | -0.02% | +0.35% | |
| 46 | PAYX | Paychex Inc | 股票-科技 | 0.56% | -0.09% | -12.76% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.52% | +0.09% | +0.25% | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.50% | -0.08% | +4.18% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.49% | +0.04% | -3.27% | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.47% | — | -8.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | -0.90% | 減碼 |
| 2 | AAPL | Apple Inc | +0.3% | -0.81% | 減碼 |
| 3 | VYMI | Vanguard Int High Dvd Yld In | +0.3% | +6.98% | 加碼 |
| 4 | ISRG | Intuitive Surgical Inc | +0.2% | +1.27% | 加碼 |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +32.73% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.44% | 減碼 |
| 7 | LLY | Eli Lilly & Co | +0.1% | +0.25% | 加碼 |
| 8 | DHR | Danaher CORP | +0.1% | +1.39% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.1% | +0.13% | 加碼 |
| 10 | MS | Morgan Stanley | +0.1% | -1.02% | 減碼 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.65% | 減碼 |
| 12 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.34% | 減碼 |
| 13 | RTX | Rtx CORP | +0.1% | -0.71% | 減碼 |
| 14 | AMGN | Amgen Inc | +0.1% | -0.93% | 減碼 |
| 15 | IAU | Ishares Gold Trust | +0.1% | +11.89% | 加碼 |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +27.03% | 加碼 |
| 17 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.57% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | +4.62% | 加碼 |
| 19 | AMAT | Applied Materials Inc | +0.1% | +0.08% | 加碼 |
| 20 | VIG | Vanguard Dividend Apprec ETF | 0% | +2.04% | 加碼 |
| 21 | VXUS | Vanguard Total Intl Stock | 0% | +4.22% | 加碼 |
| 22 | LRCX | Lam Research CORP | 0% | — | 不變 |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | +77.59% | 加碼 |
| 24 | CAT | Caterpillar Inc | 0% | +1.09% | 加碼 |
| 25 | IBB | Ishares Biotechnology ETF | 0% | -0.13% | 減碼 |
| 26 | IJH | Ishares Core S&p Midcap ETF | — | +1.10% | 加碼 |
| 27 | V | Visa Inc-class A Shares | 0% | -0.72% | 減碼 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -0.41% | 減碼 |
| 29 | RACE | Ferrari N.V. | 0% | -4.91% | 減碼 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.26% | 減碼 |
| 31 | ORCL | Oracle CORP | 0% | -0.86% | 減碼 |
| 32 | CRM | Salesforce Inc | 0% | -29.80% | 減碼 |
| 33 | CLX | Clorox Company | 0% | -7.54% | 減碼 |
| 34 | LOW | Lowe's Cos Inc | -0.1% | -2.57% | 減碼 |
| 35 | ZTS | Zoetis Inc | -0.1% | -16.04% | 減碼 |
| 36 | SBUX | Starbucks CORP | -0.1% | -8.85% | 減碼 |
| 37 | URI | United Rentals Inc | -0.1% | -0.48% | 減碼 |
| 38 | DELL | Dell Technologies -c | -0.1% | -18.27% | 減碼 |
| 39 | SYK | Stryker CORP | -0.1% | -0.86% | 減碼 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -2.89% | 減碼 |
| 41 | PANW | Palo Alto Networks Inc | -0.1% | -0.54% | 減碼 |
| 42 | HD | Home Depot Inc | -0.1% | +0.35% | 加碼 |
| 43 | COST | Costco Wholesale CORP | -0.1% | +1.04% | 加碼 |
| 44 | XCHYX | Calamos Convert & High Inc | -0.1% | -55.47% | 減碼 |
| 45 | META | Meta Platforms Inc-class A | -0.2% | +1.50% | 加碼 |
| 46 | PAYX | Paychex Inc | -0.2% | -12.76% | 減碼 |
| 47 | NFLX | Netflix Inc | -0.5% | +914.55% | 加碼 |
| 48 | MSFT | Microsoft CORP | -0.7% | -0.50% | 減碼 |
| 49 | KMB | Kimberly-clark CORP | — | EXIT | 清倉 |
| 50 | CMG | Chipotle Mexican Grill Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Burns J W & Co Inc/ny 在 Q4 2025 季度的美股持倉總市值約為 US$9.6億，共申報了 183 個公開持股部位。
在 Q4 2025 季度，Burns J W & Co Inc/ny 按市值排列的前三大核心持股分別為：AAPL (9.3%)、MSFT (6.9%)、GOOG (4.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.3% 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。
本季最大獲利了結 / 清倉標的
KMB
前期市值: US$87.5萬
在 Q4 2025 季度中，Burns J W & Co Inc/ny 共進行了 49 項持倉異動，包含新建倉 0 個部位、加碼 20 個部位、減碼 27 個部位以及清倉 2 個部位。 本季清倉部位包含 KMB。
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。