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: 0001632802
申報總市值
US$4.0億
US$4.0億
95 檔
8.7%
在 Q3 2025 申報期間，Butensky & Cohen Financial Security, Inc（CIK: 0001632802）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 95 個公開申報部位。
觀察 Q3 2025 的資金脈絡，Butensky & Cohen Financial Security, Inc 在獲利結算 7 檔個股的同時，將資本重新部署至 6 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 GOOGL, MU, RTX）累計市值佔比達 8.7%，是驅動 Butensky & Cohen Financial Security, 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.05% | +0.14% | -7.26% | |
| 2 | MU | Micron Technology Inc | 股票-科技 | 1.94% | +0.85% | -5.06% | |
| 3 | RTX | Rtx CORP | 股票-工業 | 1.93% | -0.15% | -5.97% | |
| 4 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.93% | +0.07% | -8.16% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.92% | +0.06% | -10.15% | |
| 6 | KLAC | Kla CORP | 股票-科技 | 1.92% | +0.61% | -5.29% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | -0.04% | -1.78% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.87% | +0.06% | -3.64% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.85% | +0.08% | +0.20% | |
| 10 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 1.75% | -0.06% | -1.42% | |
| 11 | MCK | Mckesson CORP | 股票-醫療保健 | 1.74% | -0.27% | +1.39% | |
| 12 | CMI | Cummins Inc | 股票-工業 | 1.73% | +0.21% | -1.63% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.72% | +0.07% | -0.74% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.72% | -0.29% | +1.72% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.69% | +0.08% | -2.59% | |
| 16 | ALL | Allstate CORP | 股票-金融 | 1.67% | +0.12% | +1.17% | |
| 17 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.64% | -1.82% | EXIT | |
| 18 | WRB | Wr Berkley CORP | 股票-金融 | 1.64% | +0.02% | +0.47% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.61% | +0.09% | +0.94% | |
| 20 | B | Barrick Mining CORP | 股票-原物料 | 1.58% | -0.20% | -0.52% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.57% | -0.04% | -0.54% | |
| 22 | MOS | Mosaic Co/the | 股票-原物料 | 1.53% | -0.37% | +0.97% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.53% | -0.25% | +2.68% | |
| 24 | MET | Metlife Inc | 股票-金融 | 1.52% | +0.17% | +1.94% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.51% | -0.07% | +1.34% | |
| 26 | UL | Unilever PLC | 股票-非循環性消費 | 1.50% | — | +0.81% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 1.50% | -0.32% | +3.25% | |
| 28 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.49% | +0.11% | +0.66% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.49% | -0.47% | +1.43% | |
| 30 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 1.48% | +0.26% | +1.11% | |
| 31 | MDT | Medtronic plc | 股票-醫療保健 | 1.48% | -0.22% | +0.82% | |
| 32 | PNW | Pinnacle West Capital | 股票-公用事業 | 1.47% | -0.01% | +1.61% | |
| 33 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.46% | -0.12% | -1.22% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 1.45% | +0.34% | +2.02% | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.36% | -0.31% | +1.83% | |
| 36 | BP | Bp Plc-spons Adr | 股票-能源 | 1.36% | -0.54% | +1.83% | |
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 1.34% | -0.05% | +2.77% | |
| 38 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.34% | -0.84% | EXIT | |
| 39 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.34% | -0.15% | +1.89% | |
| 40 | EOG | Eog Resources Inc | 股票-能源 | 1.32% | -0.27% | +2.56% | |
| 41 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.30% | +0.28% | -4.33% | |
| 42 | O | Realty Income CORP | 股票-房地產 | 1.28% | -0.01% | +3.35% | |
| 43 | CSX | Csx CORP | 股票-工業 | 1.24% | +0.09% | +1.55% | |
| 44 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.23% | -0.02% | +4.81% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.21% | +0.05% | +1.21% | |
| 46 | LEN | Lennar Corp-a | 股票-循環性消費 | 1.19% | +0.08% | +3.24% | |
| 47 | EFX | Equifax Inc | 股票-工業 | 1.18% | -0.12% | +1.10% | |
| 48 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 1.12% | -0.03% | +0.84% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.10% | -0.20% | +4.08% | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.10% | +0.38% | +0.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.8% | -5.06% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -7.26% | 減碼 |
| 3 | KLAC | Kla CORP | +0.5% | -5.29% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.4% | -1.78% | 減碼 |
| 5 | CMI | Cummins Inc | +0.3% | -1.63% | 減碼 |
| 6 | XLK | Ss Technology Select Sector | +0.3% | -4.33% | 加碼 |
| 7 | ADM | Archer-daniels-midland Co | +0.2% | +0.84% | 加碼 |
| 8 | CSX | Csx CORP | +0.2% | +1.55% | 加碼 |
| 9 | GPC | Genuine Parts Co | +0.2% | +0.66% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -3.64% | 減碼 |
| 11 | MOS | Mosaic Co/the | +0.1% | +0.97% | 減碼 |
| 12 | MSM | Msc Industrial Direct Co-a | +0.1% | +1.11% | 加碼 |
| 13 | BNY | Bank Of New York Mellon CORP | +0.1% | -8.16% | 減碼 |
| 14 | XLY | Ss Consumer Disc Select Sect | +0.1% | +0.49% | 加碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -0.54% | 減碼 |
| 16 | LEN | Lennar Corp-a | +0.1% | +3.24% | 加碼 |
| 17 | AAPL | Apple Inc | +0.1% | +0.20% | 加碼 |
| 18 | LMT | Lockheed Martin CORP | +0.1% | +3.25% | 加碼 |
| 19 | QCOM | Qualcomm Inc | +0.1% | +2.02% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +1.34% | 加碼 |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | -0.25% | 加碼 |
| 22 | XLC | Ss Comm Select Sector Spdr | +0.1% | -0.78% | 加碼 |
| 23 | RTX | Rtx CORP | +0.1% | -5.97% | 減碼 |
| 24 | AMZN | Amazon.com Inc | +0.1% | -2.59% | 減碼 |
| 25 | NUE | Nucor CORP | +0.1% | +2.79% | 加碼 |
| 26 | XLI | Ss Industrial Select Sector | +0.1% | +0.11% | 加碼 |
| 27 | O | Realty Income CORP | +0.1% | +3.35% | 加碼 |
| 28 | LOW | Lowe's Cos Inc | 0% | -1.22% | 加碼 |
| 29 | MDT | Medtronic plc | 0% | +0.82% | 加碼 |
| 30 | CSCO | Cisco Systems Inc | 0% | -0.74% | 減碼 |
| 31 | TGT | Target CORP | -0.2% | -4.22% | 減碼 |
| 32 | ADBE | Adobe Inc | -0.3% | +3.03% | 減碼 |
| 33 | EMN | Eastman Chemical Co | -0.4% | +3.98% | 加碼 |
| 34 | CMCSA | Comcast Corp-class A | -0.4% | -7.67% | 減碼 |
| 35 | UPS | United Parcel Service-cl B | -0.4% | -2.77% | 減碼 |
| 36 | TAP | Molson Coors Beverage Co - B | -0.5% | -0.94% | 加碼 |
| 37 | KVUE | Kenvue Inc | -0.6% | +2.34% | 加碼 |
| 38 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 39 | BTI | British American Tob-sp Adr | — | NEW | 新建倉 |
| 40 | MO | Altria Group Inc | — | EXIT | 清倉 |
| 41 | NEE | Nextera Energy Inc | — | NEW | 新建倉 |
| 42 | ATO | Atmos Energy CORP | — | EXIT | 清倉 |
| 43 | B | Barrick Mining CORP | — | NEW | 新建倉 |
| 44 | AMD | Advanced Micro Devices | — | EXIT | 清倉 |
| 45 | HSY | Hershey Co/the | — | NEW | 新建倉 |
| 46 | KHC | Kraft Heinz Co/the | — | EXIT | 清倉 |
| 47 | ABX | Barrick Gold CORP | — | EXIT | 清倉 |
| 48 | DOW | Dow Inc | — | EXIT | 清倉 |
| 49 | MSI | Motorola Solutions Inc | — | NEW | 新建倉 |
| 50 | HUN | Huntsman CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Butensky & Cohen Financial Security, Inc 在 Q3 2025 季度的美股持倉總市值約為 US$4.0億，共申報了 95 個公開持股部位。
在 Q3 2025 季度，Butensky & Cohen Financial Security, Inc 按市值排列的前三大核心持股分別為：GOOGL (2.0%)、MU (1.9%)、RTX (1.9%)。其中最大持股部位 GOOGL 佔據整體投資組合約 2.0% 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
NVDA
市值: US$689.3萬
本季最大獲利了結 / 清倉標的
MO
前期市值: US$617.3萬
在 Q3 2025 季度中，Butensky & Cohen Financial Security, Inc 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 21 個部位、減碼 16 個部位以及清倉 7 個部位。 其中最大新建倉標的為 NVDA。 本季清倉部位包含 MO。
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。