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: 0001661536
申報總市值
US$3.1億
US$3.1億
47 檔
14.5%
Q1 2025 季度申報顯示，Delaney Dennis R 揭露的美股組合總市值為 US$3.1億，涵蓋 47 個不同之權益投資部位。
觀察 Q1 2025 的申報異動，Delaney Dennis R 採取了強勁的買進策略，建倉與加碼動作（合計 40 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MA, FISV）占據了總市值的 14.5%，展現出該機構在 Q1 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 | 5.29% | -0.33% | -1.76% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 5.08% | -0.41% | -2.64% | |
| 3 | FISV | Fiserv Inc | 股票-其他 | 5.05% | -0.75% | -6.58% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.67% | -0.43% | -0.05% | |
| 5 | ADP | Automatic Data Processing | 股票-科技 | 4.65% | -0.13% | -0.07% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.31% | -0.48% | -2.67% | |
| 7 | ABT | Abbott Laboratories | 股票-醫療保健 | 4.28% | -0.66% | -2.01% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.17% | +0.20% | -1.39% | |
| 9 | ATR | Aptargroup Inc | 股票-醫療保健 | 3.77% | -0.60% | +0.01% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.75% | -0.33% | -0.12% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.69% | +0.10% | -0.14% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.38% | -0.35% | -6.19% | |
| 13 | ADI | Analog Devices Inc | 股票-科技 | 3.32% | +0.16% | — | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 3.19% | -0.17% | +0.19% | |
| 15 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.17% | -0.60% | +0.10% | |
| 16 | ROK | Rockwell Automation Inc | 股票-工業 | 3.05% | +0.61% | -0.12% | |
| 17 | DHR | Danaher CORP | 股票-醫療保健 | 2.77% | -0.32% | +0.90% | |
| 18 | CNI | Canadian Natl Railway Co | 股票-工業 | 2.66% | -0.03% | -2.58% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.62% | -0.18% | -3.67% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 2.55% | -0.50% | -1.34% | |
| 21 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 2.33% | +0.13% | +2.91% | |
| 22 | XYL | Xylem Inc | 股票-工業 | 2.01% | -0.26% | -0.56% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.97% | -0.67% | +0.37% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 1.94% | +3.59% | — | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.82% | +0.02% | +6.69% | |
| 26 | CARR | Carrier Global CORP | 股票-工業 | 1.78% | -0.44% | +17.41% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.75% | +0.05% | -0.13% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.66% | -0.41% | — | |
| 29 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.44% | -0.14% | -48.22% | |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.42% | — | +22.00% | |
| 31 | BALL | Ball CORP | 股票-循環性消費 | 0.88% | — | -2.39% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.83% | — | +66.10% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.81% | -0.02% | +57.75% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.62% | +0.66% | — | |
| 35 | NSC | Norfolk Southern CORP | 股票-工業 | 0.52% | — | — | |
| 36 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.50% | -0.08% | -29.75% | |
| 37 | UBER | Uber Technologies Inc | 股票-工業 | 0.45% | +0.02% | — | |
| 38 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.31% | — | — | |
| 39 | AXP | American Express Co | 股票-金融 | 0.30% | +0.28% | — | |
| 40 | GIS | General Mills Inc | 股票-非循環性消費 | 0.26% | -0.02% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | +0.01% | — | |
| 42 | UNP | Union Pacific CORP | 股票-工業 | 0.22% | — | — | |
| 43 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.15% | — | -83.83% | |
| 44 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.15% | +0.11% | +13.47% | |
| 45 | HON | Honeywell International Inc | 股票-工業 | 0.13% | -0.66% | EXIT | |
| 46 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.11% | — | -5.13% | |
| 47 | BBAI | Bigbear.ai Holdings Inc | 股票-科技 | 0.04% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies Inc | +2.5% | +0.10% | 加碼 |
| 2 | FISV | Fiserv Inc | +2.2% | -6.58% | 加碼 |
| 3 | UNH | Unitedhealth Group Inc | +2.1% | -3.67% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +1.8% | -0.14% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +1.5% | -1.39% | 加碼 |
| 6 | HD | Home Depot Inc | +1.2% | +0.19% | 加碼 |
| 7 | RTX | Rtx CORP | +1% | -1.34% | 加碼 |
| 8 | ADP | Automatic Data Processing | +1% | -0.07% | 加碼 |
| 9 | XYL | Xylem Inc | +0.9% | -0.56% | 加碼 |
| 10 | ADI | Analog Devices Inc | +0.9% | — | 加碼 |
| 11 | XOM | Exxon Mobil CORP | +0.6% | — | 加碼 |
| 12 | MA | Mastercard Inc - A | +0.5% | -2.64% | 加碼 |
| 13 | CVX | Chevron CORP | +0.3% | +0.37% | 加碼 |
| 14 | AAPL | Apple Inc | +0.1% | -1.76% | 加碼 |
| 15 | ABBV | Abbvie Inc | +0.1% | -0.13% | 加碼 |
| 16 | ATR | Aptargroup Inc | 0% | +0.01% | 加碼 |
| 17 | ROK | Rockwell Automation Inc | — | -0.12% | 加碼 |
| 18 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +57.75% | 加碼 |
| 19 | NSC | Norfolk Southern CORP | -0.1% | — | 加碼 |
| 20 | DHR | Danaher CORP | -0.1% | +0.90% | 加碼 |
| 21 | HON | Honeywell International Inc | -0.2% | -31.25% | 減碼 |
| 22 | CHD | Church & Dwight Co Inc | -0.2% | -5.13% | 減碼 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | — | 減碼 |
| 24 | ABT | Abbott Laboratories | -0.2% | -2.01% | 加碼 |
| 25 | MSFT | Microsoft CORP | -0.3% | -0.05% | 加碼 |
| 26 | JNJ | Johnson & Johnson | -0.3% | -6.19% | 加碼 |
| 27 | PG | Procter & Gamble Co/the | -0.4% | -0.12% | 加碼 |
| 28 | PEP | Pepsico Inc | -0.8% | -29.75% | 減碼 |
| 29 | BDX | Becton Dickinson And Co | -1.4% | -83.83% | 減碼 |
| 30 | GIS | General Mills Inc | -1.5% | — | 減碼 |
| 31 | CNI | Canadian Natl Railway Co | -1.5% | -2.58% | 加碼 |
| 32 | NSRGY | Nestle Sa-spons Adr | -2.7% | -48.22% | 減碼 |
| 33 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 34 | SBGSY | Schneider Elect Se-unsp Adr | — | NEW | 新建倉 |
| 35 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
| 36 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | 新建倉 |
| 37 | CARR | Carrier Global CORP | — | NEW | 新建倉 |
| 38 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | 新建倉 |
| 39 | NVS | Novartis Ag-sponsored Adr | — | EXIT | 清倉 |
| 40 | ✓ | Novozymes A S Dkk 2.0 | — | EXIT | 清倉 |
| 41 | PYPL | Paypal Holdings Inc | — | EXIT | 清倉 |
| 42 | BALL | Ball CORP | — | NEW | 新建倉 |
| 43 | CRM | Salesforce Inc | — | NEW | 新建倉 |
| 44 | XLNXEUR | Xilinx Inc | — | EXIT | 清倉 |
| 45 | INTC | Intel CORP | — | EXIT | 清倉 |
| 46 | CB | Chubb Limited | — | EXIT | 清倉 |
| 47 | DIS | Walt Disney Co/the | — | EXIT | 清倉 |
| 48 | CVS | Cvs Health CORP | — | EXIT | 清倉 |
| 49 | LLY | Eli Lilly & Co | — | NEW | 新建倉 |
| 50 | MMM | 3m Co | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Delaney Dennis R 在 Q1 2025 季度的美股持倉總市值約為 US$3.1億，共申報了 47 個公開持股部位。
在 Q1 2025 季度，Delaney Dennis R 按市值排列的前三大核心持股分別為：AAPL (5.3%)、MA (5.1%)、FISV (5.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.3% 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。
本季最大新建倉標的
NVDA
市值: US$792.7萬
本季最大獲利了結 / 清倉標的
NVS
前期市值: US$213.2萬
在 Q1 2025 季度中，Delaney Dennis R 共進行了 65 項持倉異動，包含新建倉 15 個部位、加碼 25 個部位、減碼 7 個部位以及清倉 18 個部位。 其中最大新建倉標的為 NVDA。 本季清倉部位包含 NVS。
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。