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: 0001278678
申報總市值
US$239.6萬
US$239.6萬
168 檔
9556.0%
在 Q2 2025 申報期間，Deroy & Devereaux Private Investment Counsel Inc（CIK: 0001278678）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$239.6萬，共持有 168 個公開申報部位。
從 Q2 2025 申報觀察，Deroy & Devereaux Private Investment Counsel Inc 採取防禦導向的調倉策略，本季減碼 87 檔個股並出清 11 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Deroy & Devereaux Private Investment Counsel Inc 的前 5 大核心持股（包含 JPM, RS, HCA 等）合計佔整體申報市值的 9556.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.62% | -0.10% | -2.26% | |
| 2 | RS | Reliance Inc | 股票-原物料 | 2.53% | +0.12% | -0.62% | |
| 3 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 2.44% | -0.63% | -1.78% | |
| 4 | MS | Morgan Stanley | 股票-金融 | 2.42% | +0.13% | -1.63% | |
| 5 | RJF | Raymond James Financial Inc | 股票-金融 | 2.36% | -0.18% | -1.20% | |
| 6 | JBTM | Jbt Marel CORP | 股票-工業 | 2.15% | -0.08% | +34.73% | |
| 7 | AZO | Autozone Inc | 股票-循環性消費 | 2.10% | +0.01% | -18.44% | |
| 8 | FISV | Fiserv Inc | 股票-其他 | 2.05% | -0.24% | -0.65% | |
| 9 | DTM | Dt Midstream Inc | 股票-能源 | 2.03% | -0.14% | -1.17% | |
| 10 | PNR | Pentair plc | 股票-工業 | 2.01% | -0.36% | -0.81% | |
| 11 | CACI | Caci International Inc -cl A | 股票-科技 | 1.99% | -0.52% | -0.94% | |
| 12 | CSL | Carlisle Cos Inc | 股票-工業 | 1.98% | -0.11% | -1.25% | |
| 13 | BLBD | Blue Bird CORP | 股票-其他 | 1.92% | +0.30% | +27.89% | |
| 14 | CB | Chubb Limited | 股票-金融 | 1.90% | -0.19% | -1.25% | |
| 15 | DELL | Dell Technologies -c | 股票-科技 | 1.86% | +0.73% | -0.18% | |
| 16 | COF | Capital One Financial CORP | 股票-金融 | 1.79% | +0.48% | — | |
| 17 | RTX | Rtx CORP | 股票-工業 | 1.72% | -0.25% | -1.93% | |
| 18 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.68% | — | -1.23% | |
| 19 | ✓ | 股票-其他 | 1.65% | — | -0.13% | ||
| 20 | TFC | Truist Financial CORP | 股票-金融 | 1.63% | -0.12% | -0.07% | |
| 21 | ✓ | 股票-其他 | 1.60% | — | -29.81% | ||
| 22 | CVX | Chevron CORP | 股票-能源 | 1.54% | -0.62% | +0.30% | |
| 23 | LKQ | Lkq CORP | 股票-循環性消費 | 1.54% | -0.95% | EXIT | |
| 24 | WBS | Webster Financial CORP | 股票-金融 | 1.51% | — | -0.83% | |
| 25 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.46% | +0.30% | -0.30% | |
| 26 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.45% | -0.30% | +16.86% | |
| 27 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.45% | — | -25.54% | |
| 28 | MAS | Masco CORP | 股票-工業 | 1.45% | +0.23% | +0.78% | |
| 29 | DOX | Amdocs Limited | 股票-科技 | 1.45% | — | -1.90% | |
| 30 | ANF | Abercrombie & Fitch Co-cl A | 股票-循環性消費 | 1.44% | -0.22% | — | |
| 31 | DAL | Delta Air Lines Inc | 股票-工業 | 1.44% | -0.24% | -0.15% | |
| 32 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.43% | -0.27% | -0.53% | |
| 33 | MDU | Mdu Resources Group Inc | 股票-公用事業 | 1.41% | -0.20% | — | |
| 34 | PRKS | United Parks & Resorts Inc | 股票-其他 | 1.41% | +0.19% | -0.76% | |
| 35 | PNC | Pnc Financial Services Group | 股票-金融 | 1.39% | +0.01% | -0.14% | |
| 36 | LRCX | Lam Research CORP | 股票-科技 | 1.38% | +0.52% | +0.05% | |
| 37 | CI | THE Cigna Group | 股票-醫療保健 | 1.34% | +0.45% | -0.38% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | +0.42% | +1.79% | |
| 39 | PGR | Progressive CORP | 股票-金融 | 1.33% | +0.21% | -0.51% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.28% | +0.03% | -0.15% | |
| 41 | TOL | Toll Brothers Inc | 股票-循環性消費 | 1.27% | +0.04% | +36.94% | |
| 42 | ✓ | 股票-其他 | 1.25% | — | -1.54% | ||
| 43 | ✓ | 股票-其他 | 1.23% | — | +0.37% | ||
| 44 | SONO | Sonos Inc | 股票-其他 | 1.19% | -0.18% | +22.04% | |
| 45 | RHP | Ryman Hospitality Properties | 股票-房地產 | 1.18% | +0.19% | +0.50% | |
| 46 | ✓ | 股票-其他 | 1.18% | — | +0.35% | ||
| 47 | ALL | Allstate CORP | 股票-金融 | 1.12% | — | -0.72% | |
| 48 | BC | Brunswick CORP | 股票-循環性消費 | 1.06% | +0.24% | +24.89% | |
| 49 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 1.05% | — | -0.14% | |
| 50 | MU | Micron Technology Inc | 股票-科技 | 1.04% | +1.83% | -35.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COF | Capital One Financial CORP | +1.8% | NEW | 新建倉 |
| 2 | ANF | Abercrombie & Fitch Co-cl A | +1.4% | NEW | 新建倉 |
| 3 | MDU | Mdu Resources Group Inc | +1.4% | NEW | 新建倉 |
| 4 | STX | Seagate Technology Holdings plc | +1% | NEW | 新建倉 |
| 5 | BLBD | Blue Bird CORP | +0.7% | +27.89% | 加碼 |
| 6 | JBTM | Jbt Marel CORP | +0.4% | +34.73% | 加碼 |
| 7 | DELL | Dell Technologies -c | +0.4% | -0.18% | 減碼 |
| 8 | TOL | Toll Brothers Inc | +0.4% | +36.94% | 加碼 |
| 9 | CACI | Caci International Inc -cl A | +0.3% | -0.94% | 減碼 |
| 10 | LRCX | Lam Research CORP | +0.3% | +0.05% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.3% | +1.79% | 加碼 |
| 12 | MS | Morgan Stanley | +0.2% | -1.63% | 減碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -2.26% | 減碼 |
| 14 | BC | Brunswick CORP | +0.2% | +24.89% | 加碼 |
| 15 | SONO | Sonos Inc | +0.2% | +22.04% | 加碼 |
| 16 | PNR | Pentair plc | +0.2% | -0.81% | 減碼 |
| 17 | WEX | Wex Inc | +0.1% | NEW | 新建倉 |
| 18 | TXO | Txo Partners LP | +0.1% | +560.55% | 加碼 |
| 19 | LHX | L3harris Technologies Inc | +0.1% | +0.07% | 加碼 |
| 20 | DTM | Dt Midstream Inc | +0.1% | -1.17% | 減碼 |
| 21 | VONG | Vanguard Russell 1000 Growth | +0.1% | — | 減碼 |
| 22 | FIX | Comfort Systems USA Inc | +0.1% | -2.43% | 減碼 |
| 23 | EVR | Evercore Inc - A | +0.1% | -2.57% | 減碼 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | 加碼 |
| 25 | DAL | Delta Air Lines Inc | +0.1% | -0.15% | 減碼 |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -0.15% | 減碼 |
| 27 | DINO | Hf Sinclair CORP | +0.1% | +34.37% | 加碼 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +408.44% | 加碼 |
| 29 | TER | Teradyne Inc | +0.1% | +4.64% | 加碼 |
| 30 | AGCO | Agco CORP | +0.1% | +30.05% | 加碼 |
| 31 | MUB | Ishares National Muni Bond E | +0.1% | NEW | 新建倉 |
| 32 | RJF | Raymond James Financial Inc | 0% | -1.20% | 減碼 |
| 33 | ORCL | Oracle CORP | 0% | — | 減碼 |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | +4.26% | 加碼 |
| 35 | ALK | Alaska Air Group Inc | 0% | +24.36% | 加碼 |
| 36 | AMZN | Amazon.com Inc | 0% | +14.91% | 加碼 |
| 37 | APLE | Apple Hospitality Reit Inc | 0% | +56.67% | 加碼 |
| 38 | HCA | Hca Healthcare Inc | 0% | -1.78% | 減碼 |
| 39 | EA | Electronic Arts Inc | 0% | -1.23% | 減碼 |
| 40 | NVDA | Nvidia CORP | 0% | +2.45% | 加碼 |
| 41 | AVGO | Broadcom Inc | 0% | NEW | 新建倉 |
| 42 | CSL | Carlisle Cos Inc | 0% | -1.25% | 減碼 |
| 43 | CG | Carlyle Group Inc/the | 0% | -2.72% | 減碼 |
| 44 | CSV | Carriage Services Inc | 0% | -2.72% | 減碼 |
| 45 | COST | Costco Wholesale CORP | 0% | — | 加碼 |
| 46 | DE | Deere & Co | 0% | NEW | 新建倉 |
| 47 | MTN | Vail Resorts Inc | 0% | NEW | 新建倉 |
| 48 | PANW | Palo Alto Networks Inc | 0% | +22.22% | 加碼 |
| 49 | RS | Reliance Inc | 0% | -0.62% | 減碼 |
| 50 | RTX | Rtx CORP | 0% | -1.93% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Deroy & Devereaux Private Investment Counsel Inc 在 Q2 2025 季度的美股持倉總市值約為 US$239.6萬，共申報了 168 個公開持股部位。
在 Q2 2025 季度，Deroy & Devereaux Private Investment Counsel Inc 按市值排列的前三大核心持股分別為：JPM (2.6%)、RS (2.5%)、HCA (2.4%)。其中最大持股部位 JPM 佔據整體投資組合約 2.6% 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
COF
市值: US$3305.0萬
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$2652.3萬
在 Q2 2025 季度中，Deroy & Devereaux Private Investment Counsel Inc 共進行了 154 項持倉異動，包含新建倉 11 個部位、加碼 45 個部位、減碼 87 個部位以及清倉 11 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。