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: 0001566113
申報總市值
US$3.3億
US$3.3億
146 檔
28.8%
Q2 2025 季度申報顯示，Court Place Advisors, LLC 揭露的美股組合總市值為 US$3.3億，涵蓋 146 個不同之權益投資部位。
Court Place Advisors, LLC 在 Q2 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 34 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Court Place Advisors, LLC 的前 5 大持股（包含 MSFT, URI, ADP）貢獻了組合市值的 28.8%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 8.79% | +1.59% | -0.87% | |
| 2 | URI | United Rentals Inc | 股票-工業 | 6.47% | +1.87% | -1.94% | |
| 3 | ADP | Automatic Data Processing | 股票-科技 | 6.06% | -1.05% | -3.25% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.95% | -0.77% | -0.51% | |
| 5 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 3.79% | -1.24% | -4.13% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.33% | +0.60% | -2.68% | |
| 7 | SPGI | S&p Global Inc | 股票-金融 | 2.82% | -0.38% | +0.21% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.63% | -0.60% | -0.99% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.45% | +1.04% | +2.42% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 2.12% | — | -4.57% | |
| 11 | MKL | Markel Group Inc | 股票-金融 | 2.07% | — | -0.24% | |
| 12 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.95% | -0.39% | -0.43% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.93% | -0.10% | -2.88% | |
| 14 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.91% | +0.39% | -1.36% | |
| 15 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.89% | +0.06% | -2.71% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.78% | +0.17% | -0.92% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 1.64% | +0.07% | +0.59% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.63% | -0.07% | -3.94% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.59% | +0.87% | -1.28% | |
| 20 | SEIC | Sei Investments Company | 股票-金融 | 1.59% | -0.07% | -3.35% | |
| 21 | DOV | Dover CORP | 股票-工業 | 1.17% | +0.26% | +61.55% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | +0.12% | -1.66% | |
| 23 | AFL | Aflac Inc | 股票-金融 | 1.11% | — | -2.91% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | -0.21% | -0.21% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.03% | +0.39% | -0.80% | |
| 26 | COR | Cencora Inc | 股票-醫療保健 | 0.97% | +0.02% | -0.19% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.92% | — | — | |
| 28 | ✓ | 股票-其他 | 0.86% | -0.01% | -1.05% | ||
| 29 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.85% | — | -0.79% | |
| 30 | CAT | Caterpillar Inc | 股票-工業 | 0.81% | +0.22% | -0.30% | |
| 31 | XLF | Ss Financial Select Sector | ETF-其他 | 0.69% | — | -2.00% | |
| 32 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.69% | +0.05% | -0.66% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.68% | -0.17% | -1.30% | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 0.66% | — | +6.79% | |
| 35 | ETN | Eaton Corporation plc | 股票-工業 | 0.65% | +0.08% | — | |
| 36 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.65% | — | -1.91% | |
| 37 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.63% | — | +6.58% | |
| 38 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.63% | -0.17% | +0.00% | |
| 39 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.61% | — | -1.26% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.61% | — | -4.71% | |
| 41 | AMAT | Applied Materials Inc | 股票-科技 | 0.53% | +0.11% | +0.21% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.51% | — | -3.47% | |
| 43 | PNC | Pnc Financial Services Group | 股票-金融 | 0.50% | — | — | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | — | — | |
| 45 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.48% | -0.34% | -0.10% | |
| 46 | GE | General Electric | 股票-工業 | 0.47% | +0.14% | +1.77% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.46% | — | -1.08% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.46% | — | -2.45% | |
| 49 | DE | Deere & Co | 股票-工業 | 0.46% | — | — | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | — | +0.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.7% | -0.87% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.7% | +2.42% | 加碼 |
| 3 | URI | United Rentals Inc | +0.7% | -1.94% | 減碼 |
| 4 | ORCL | Oracle CORP | +0.5% | -1.28% | 減碼 |
| 5 | DOV | Dover CORP | +0.4% | +61.55% | 加碼 |
| 6 | XLK | Ss Technology Select Sector | +0.4% | -2.68% | 減碼 |
| 7 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | -1.36% | 減碼 |
| 8 | ETN | Eaton Corporation plc | +0.1% | — | 不變 |
| 9 | COF | Capital One Financial CORP | +0.1% | NEW | 新建倉 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -1.66% | 減碼 |
| 11 | MU | Micron Technology Inc | +0.1% | -0.74% | 減碼 |
| 12 | GEV | GE Vernova Inc | +0.1% | +3.23% | 加碼 |
| 13 | SEIC | Sei Investments Company | +0.1% | -3.35% | 減碼 |
| 14 | GE | General Electric | +0.1% | +1.77% | 加碼 |
| 15 | AMAT | Applied Materials Inc | +0.1% | +0.21% | 加碼 |
| 16 | AUB | Atlantic Union Bankshares Co | +0.1% | NEW | 新建倉 |
| 17 | CAT | Caterpillar Inc | +0.1% | -0.30% | 減碼 |
| 18 | TFC | Truist Financial CORP | +0.1% | NEW | 新建倉 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.80% | 減碼 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +13.44% | 加碼 |
| 21 | AGX | Argan Inc | +0.1% | NEW | 新建倉 |
| 22 | RTX | Rtx CORP | +0.1% | -0.92% | 減碼 |
| 23 | CEG | Constellation Energy | +0.1% | — | 不變 |
| 24 | CSCO | Cisco Systems Inc | 0% | -4.57% | 減碼 |
| 25 | MKL | Markel Group Inc | 0% | -0.24% | 減碼 |
| 26 | ISRG | Intuitive Surgical Inc | 0% | -0.79% | 減碼 |
| 27 | COR | Cencora Inc | 0% | -0.19% | 減碼 |
| 28 | SPGI | S&p Global Inc | 0% | +0.21% | 加碼 |
| 29 | KMB | Kimberly-clark CORP | -0.1% | EXIT | 清倉 |
| 30 | ERIE | Erie Indemnity Company-cl A | -0.1% | EXIT | 清倉 |
| 31 | OKE | Oneok Inc | -0.1% | EXIT | 清倉 |
| 32 | NUE | Nucor CORP | -0.1% | EXIT | 清倉 |
| 33 | BMY | Bristol-myers Squibb Co | -0.1% | -5.84% | 減碼 |
| 34 | SD2 | Sandy Spring Bancorp Inc | -0.1% | EXIT | 清倉 |
| 35 | SLB | Slb LTD | -0.1% | EXIT | 清倉 |
| 36 | DFSEUR | Discover Financial Services | -0.1% | EXIT | 清倉 |
| 37 | MRK | Merck & Co. Inc. | -0.1% | -1.30% | 減碼 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.1% | +6.58% | 加碼 |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 不變 |
| 40 | FISV | Fiserv Inc | -0.2% | -3.70% | 減碼 |
| 41 | AFL | Aflac Inc | -0.2% | -2.91% | 減碼 |
| 42 | ✓ | -0.2% | -1.05% | 減碼 | |
| 43 | CHKP | Check Point Software Technologies Ltd. | -0.2% | -0.43% | 減碼 |
| 44 | XOM | Exxon Mobil CORP | -0.2% | -0.21% | 減碼 |
| 45 | AAPL | Apple Inc | -0.2% | +0.59% | 加碼 |
| 46 | UNH | Unitedhealth Group Inc | -0.4% | -0.10% | 減碼 |
| 47 | PG | Procter & Gamble Co/the | -0.4% | -0.99% | 減碼 |
| 48 | JKHY | Jack Henry & Associates Inc | -0.4% | -4.13% | 減碼 |
| 49 | ADP | Automatic Data Processing | -0.5% | -3.25% | 減碼 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | -0.51% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Court Place Advisors, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$3.3億，共申報了 146 個公開持股部位。
在 Q2 2025 季度，Court Place Advisors, LLC 按市值排列的前三大核心持股分別為：MSFT (8.8%)、URI (6.5%)、ADP (6.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.8% 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
COF
市值: US$40.6萬
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$32.1萬
在 Q2 2025 季度中，Court Place Advisors, LLC 共進行了 47 項持倉異動，包含新建倉 4 個部位、加碼 9 個部位、減碼 27 個部位以及清倉 7 個部位。 其中最大新建倉標的為 COF。 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。