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: 0001002152
申報總市值
US$16.6億
US$16.6億
83 檔
22.6%
Compass Capital Management, Inc 在 Q4 2025 季度的美股部位總計估值為 US$16.6億，分散於 83 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Compass Capital Management, Inc 於 Q4 2025 季度持續回收資金，對 32 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 APH, MSFT, GOOGL）累計市值佔比達 22.6%，是驅動 Compass Capital Management, 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 | APH | Amphenol Corp-cl A | 股票-科技 | 4.59% | +1.11% | -15.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.48% | -0.07% | -6.86% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.07% | +0.29% | -20.50% | |
| 4 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 3.99% | +0.10% | -13.32% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 3.70% | -0.50% | -5.06% | |
| 6 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.68% | +0.03% | -16.25% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.67% | +0.02% | -11.34% | |
| 8 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 3.67% | -3.13% | -10.73% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 3.56% | +0.23% | -3.45% | |
| 10 | DHR | Danaher CORP | 股票-醫療保健 | 3.48% | — | -4.87% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 3.44% | +0.19% | -4.17% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 3.38% | +0.23% | -5.36% | |
| 13 | ACN | Accenture plc | 股票-科技 | 3.32% | -0.50% | -2.47% | |
| 14 | ICE | Intercontinental Exchange In | 股票-金融 | 3.25% | -1.01% | +1.35% | |
| 15 | SYK | Stryker CORP | 股票-醫療保健 | 3.17% | -0.03% | -2.97% | |
| 16 | SHW | Sherwin-williams Co/the | 股票-原物料 | 3.12% | +0.18% | -2.10% | |
| 17 | BSX | Boston Scientific CORP | 股票-醫療保健 | 3.09% | -0.48% | — | |
| 18 | FAST | Fastenal Co | 股票-工業 | 3.09% | -0.05% | -1.85% | |
| 19 | ITW | Illinois Tool Works | 股票-工業 | 3.06% | +0.04% | -2.75% | |
| 20 | MSI | Motorola Solutions Inc | 股票-科技 | 3.01% | -0.21% | +1.45% | |
| 21 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 3.00% | +0.10% | -1.18% | |
| 22 | ROP | Roper Technologies Inc | 股票-科技 | 2.94% | -0.03% | +7.79% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 2.91% | +0.26% | +2.98% | |
| 24 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 2.86% | +0.02% | +0.79% | |
| 25 | LIN | Linde plc | 股票-原物料 | 2.74% | -0.02% | -7.66% | |
| 26 | AAPL | Apple Inc | 股票-科技 | 0.85% | +0.13% | -11.14% | |
| 27 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.85% | +0.06% | -11.21% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.79% | +0.23% | -19.07% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.76% | -0.05% | -20.41% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.76% | +0.79% | -17.86% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | +0.02% | -15.72% | |
| 32 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.70% | +0.10% | -15.72% | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 0.65% | +0.26% | -25.33% | |
| 34 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.63% | -0.09% | -18.42% | |
| 35 | BA | Boeing Co/the | 股票-工業 | 0.62% | +0.07% | -10.65% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.56% | -0.04% | +307.50% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.55% | — | -12.10% | |
| 38 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.54% | +0.09% | -23.00% | |
| 39 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.49% | -0.04% | +28.12% | |
| 40 | DAL | Delta Air Lines Inc | 股票-工業 | 0.49% | +0.22% | -22.60% | |
| 41 | GEV | GE Vernova Inc | 股票-工業 | 0.48% | +0.26% | -10.73% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.46% | +0.02% | -8.33% | |
| 43 | HD | Home Depot Inc | 股票-循環性消費 | 0.43% | -2.82% | -9.73% | |
| 44 | DE | Deere & Co | 股票-工業 | 0.39% | +0.09% | +180.87% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.37% | +0.05% | -10.41% | |
| 46 | DVN | Devon Energy CORP | 股票-能源 | 0.34% | -0.10% | -22.01% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.29% | +0.01% | +14.82% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.26% | +0.17% | +121.78% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | +0.02% | +4.21% | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.14% | -0.16% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | +0.5% | -13.32% | 減碼 |
| 2 | DHR | Danaher CORP | +0.5% | -4.87% | 減碼 |
| 3 | EXPD | Expeditors Intl Wash Inc | +0.5% | -10.73% | 減碼 |
| 4 | ACN | Accenture plc | +0.3% | -2.47% | 減碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -20.50% | 減碼 |
| 6 | WMT | Walmart Inc | +0.3% | -5.06% | 減碼 |
| 7 | DE | Deere & Co | +0.3% | +180.87% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.2% | +121.78% | 加碼 |
| 9 | JNJ | Johnson & Johnson | +0.1% | -11.34% | 減碼 |
| 10 | LLY | Eli Lilly & Co | +0.1% | -19.07% | 減碼 |
| 11 | ZTS | Zoetis Inc | +0.1% | +28.12% | 加碼 |
| 12 | QCOM | Qualcomm Inc | +0.1% | -5.36% | 減碼 |
| 13 | MAR | Marriott International -cl A | +0.1% | -11.21% | 減碼 |
| 14 | ICE | Intercontinental Exchange In | +0.1% | +1.35% | 加碼 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +54.33% | 加碼 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +14.82% | 加碼 |
| 17 | ROP | Roper Technologies Inc | 0% | +7.79% | 加碼 |
| 18 | CHD | Church & Dwight Co Inc | 0% | +0.79% | 加碼 |
| 19 | NVDA | Nvidia CORP | 0% | -4.17% | 減碼 |
| 20 | AAPL | Apple Inc | 0% | -11.14% | 減碼 |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | -8.33% | 減碼 |
| 22 | SBUX | Starbucks CORP | 0% | -10.41% | 減碼 |
| 23 | CAT | Caterpillar Inc | 0% | -25.33% | 減碼 |
| 24 | BA | Boeing Co/the | 0% | -10.65% | 減碼 |
| 25 | AMZN | Amazon.com Inc | -0.1% | -15.72% | 減碼 |
| 26 | DVN | Devon Energy CORP | -0.1% | -22.01% | 減碼 |
| 27 | RTX | Rtx CORP | -0.1% | -20.41% | 減碼 |
| 28 | MA | Mastercard Inc - A | -0.1% | -15.72% | 減碼 |
| 29 | SYK | Stryker CORP | -0.1% | -2.97% | 減碼 |
| 30 | ITW | Illinois Tool Works | -0.1% | -2.75% | 減碼 |
| 31 | HD | Home Depot Inc | -0.1% | -9.73% | 減碼 |
| 32 | SHW | Sherwin-williams Co/the | -0.1% | -2.10% | 減碼 |
| 33 | ADP | Automatic Data Processing | -0.2% | +2.98% | 加碼 |
| 34 | APH | Amphenol Corp-cl A | -0.2% | -15.78% | 減碼 |
| 35 | PANW | Palo Alto Networks Inc | -0.2% | -17.86% | 減碼 |
| 36 | CHKP | Check Point Software Technologies Ltd. | -0.2% | -1.18% | 減碼 |
| 37 | RCL | Royal Caribbean Cruises Ltd. | -0.2% | -23.00% | 減碼 |
| 38 | NOW | Servicenow Inc | -0.2% | +307.50% | 加碼 |
| 39 | MSI | Motorola Solutions Inc | -0.4% | +1.45% | 加碼 |
| 40 | CB | Chubb Limited | -0.4% | -77.50% | 減碼 |
| 41 | LIN | Linde plc | -0.4% | -7.66% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.4% | -6.86% | 減碼 |
| 43 | FAST | Fastenal Co | -0.6% | -1.85% | 減碼 |
| 44 | FISV | Fiserv Inc | — | EXIT | 清倉 |
| 45 | BSX | Boston Scientific CORP | — | NEW | 新建倉 |
| 46 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建倉 |
| 47 | SGOV | Ishares 0-3 Month Treasury B | — | EXIT | 清倉 |
| 48 | VO | Vanguard Mid-cap ETF | — | EXIT | 清倉 |
| 49 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新建倉 |
| 50 | EQWL | Invesco S&p 100 Equal Weight | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Compass Capital Management, Inc 在 Q4 2025 季度的美股持倉總市值約為 US$16.6億，共申報了 83 個公開持股部位。
在 Q4 2025 季度，Compass Capital Management, Inc 按市值排列的前三大核心持股分別為：APH (4.6%)、MSFT (4.5%)、GOOGL (4.1%)。其中最大持股部位 APH 佔據整體投資組合約 4.6% 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
BSX
市值: US$5569.1萬
本季最大獲利了結 / 清倉標的
FISV
前期市值: US$5577.3萬
在 Q4 2025 季度中，Compass Capital Management, Inc 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 11 個部位、減碼 32 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BSX。 本季清倉部位包含 FISV。
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。