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: 0001013538
申報總市值
US$13.4億
US$13.4億
58 檔
22.0%
Q3 2025 季度申報顯示，Edgar Lomax Co/va 揭露的美股組合總市值為 US$13.4億，涵蓋 58 個不同之權益投資部位。
在 Q3 2025，Edgar Lomax Co/va 展現出較為審慎的避險與獲利了結姿態。本季共減碼 53 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 CVS, JNJ, VZ）占據了總市值的 22.0%，展現出該機構在 Q3 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 | CVS | Cvs Health CORP | 股票-醫療保健 | 5.51% | +1.44% | -22.64% | |
| 2 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.91% | +0.06% | -23.00% | |
| 3 | VZ | Verizon Communications Inc | 股票-通訊服務 | 4.73% | -0.10% | -22.66% | |
| 4 | IBM | Intl Business Machines CORP | 股票-科技 | 3.97% | — | -22.59% | |
| 5 | C | Citigroup Inc | 股票-金融 | 3.95% | +0.15% | -22.57% | |
| 6 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.82% | +0.05% | -22.62% | |
| 7 | T | At&t Inc | 股票-通訊服務 | 3.81% | -0.93% | -22.58% | |
| 8 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 3.79% | -0.13% | -22.60% | |
| 9 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 3.68% | +0.07% | -22.69% | |
| 10 | FDX | Fedex CORP | 股票-工業 | 3.60% | -0.81% | -22.69% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 3.47% | +0.33% | -22.57% | |
| 12 | GD | General Dynamics CORP | 股票-工業 | 2.94% | +0.05% | -23.01% | |
| 13 | TGT | Target CORP | 股票-循環性消費 | 2.83% | +0.25% | -22.65% | |
| 14 | DUK | Duke Energy CORP | 股票-公用事業 | 2.75% | -0.25% | -22.72% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 2.69% | -1.15% | -19.43% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 2.65% | — | -22.60% | |
| 17 | AMGN | Amgen Inc | 股票-醫療保健 | 2.22% | +0.02% | -23.00% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 2.20% | -0.78% | -21.72% | |
| 19 | MDT | Medtronic plc | 股票-醫療保健 | 1.95% | -0.14% | -22.59% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.90% | +0.11% | -22.53% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.88% | — | -22.54% | |
| 22 | SO | Southern Co/the | 股票-公用事業 | 1.83% | -0.14% | -22.74% | |
| 23 | MMM | 3m Co | 股票-工業 | 1.73% | — | -22.54% | |
| 24 | COF | Capital One Financial CORP | 股票-金融 | 1.71% | — | -22.59% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 1.69% | +0.18% | -22.60% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.60% | — | -23.03% | |
| 27 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.52% | -0.17% | -23.00% | |
| 28 | MET | Metlife Inc | 股票-金融 | 1.45% | +0.18% | -22.62% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 1.44% | — | -22.60% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.41% | -0.30% | -22.76% | |
| 31 | UNP | Union Pacific CORP | 股票-工業 | 1.38% | +0.12% | -22.53% | |
| 32 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.23% | -0.23% | -22.60% | |
| 33 | COP | Conocophillips | 股票-能源 | 1.22% | -0.45% | -16.41% | |
| 34 | PFE | Pfizer Inc | 股票-醫療保健 | 1.22% | -0.44% | -23.03% | |
| 35 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.10% | +0.14% | -22.61% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.09% | -0.37% | -22.57% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.08% | +0.12% | -22.58% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工業 | 1.08% | +0.03% | -22.58% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.93% | — | -22.59% | |
| 40 | GM | General Motors Co | 股票-循環性消費 | 0.89% | — | -22.56% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.86% | — | -22.81% | |
| 42 | SPG | Simon Property Group Inc | 股票-房地產 | 0.69% | +0.07% | -22.70% | |
| 43 | CAT | Caterpillar Inc | 股票-工業 | 0.44% | — | -22.60% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.39% | +0.15% | -22.68% | |
| 45 | F | Ford Motor Co | 股票-循環性消費 | 0.37% | — | -22.56% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.34% | +0.04% | -0.06% | |
| 47 | AMT | American Tower CORP | 股票-房地產 | 0.32% | -0.12% | -22.51% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.31% | +0.33% | -22.62% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.28% | -0.23% | -22.24% | |
| 50 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.26% | — | -22.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | +1.1% | -22.57% | 減碼 |
| 2 | MS | Morgan Stanley | +0.8% | -22.57% | 減碼 |
| 3 | GD | General Dynamics CORP | +0.5% | -23.01% | 減碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -22.53% | 減碼 |
| 5 | CVS | Cvs Health CORP | +0.3% | -22.64% | 減碼 |
| 6 | IBM | Intl Business Machines CORP | +0.3% | -22.59% | 減碼 |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | -22.58% | 減碼 |
| 8 | JNJ | Johnson & Johnson | +0.3% | -23.00% | 減碼 |
| 9 | BAC | Bank Of America CORP | +0.3% | -22.60% | 減碼 |
| 10 | BNY | Bank Of New York Mellon CORP | +0.2% | -22.61% | 減碼 |
| 11 | COF | Capital One Financial CORP | +0.2% | -22.59% | 減碼 |
| 12 | GM | General Motors Co | +0.2% | -22.56% | 減碼 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -22.60% | 減碼 |
| 14 | AXP | American Express Co | +0.1% | -22.81% | 減碼 |
| 15 | CAT | Caterpillar Inc | +0.1% | -22.60% | 減碼 |
| 16 | WFC | Wells Fargo & Co | +0.1% | -22.59% | 減碼 |
| 17 | IVE | Ishares S&p 500 Value ETF | +0.1% | -0.06% | 減碼 |
| 18 | NKE | Nike Inc -cl B | +0.1% | -22.60% | 減碼 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | 不變 |
| 20 | SPG | Simon Property Group Inc | +0.1% | -22.70% | 減碼 |
| 21 | F | Ford Motor Co | +0.1% | -22.56% | 減碼 |
| 22 | QCOM | Qualcomm Inc | 0% | -22.60% | 減碼 |
| 23 | MDT | Medtronic plc | 0% | -22.59% | 減碼 |
| 24 | USB | US Bancorp | 0% | -22.62% | 減碼 |
| 25 | SWPPX | Schwab S&p 500 Index-sel | 0% | +556.70% | 加碼 |
| 26 | ABBV | Abbvie Inc | 0% | -22.68% | 減碼 |
| 27 | MO | Altria Group Inc | 0% | -19.19% | 減碼 |
| 28 | MMM | 3m Co | 0% | -22.54% | 減碼 |
| 29 | NEE | Nextera Energy Inc | 0% | -22.76% | 減碼 |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不變 |
| 31 | ✓ | Honda Motor Co LTD | — | — | 不變 |
| 32 | SO | Southern Co/the | 0% | -22.74% | 減碼 |
| 33 | MET | Metlife Inc | 0% | -22.62% | 減碼 |
| 34 | PEP | Pepsico Inc | 0% | -22.24% | 減碼 |
| 35 | KHC | Kraft Heinz Co/the | -0.1% | -22.58% | 減碼 |
| 36 | UNP | Union Pacific CORP | -0.1% | -22.53% | 減碼 |
| 37 | PFE | Pfizer Inc | -0.1% | -23.03% | 減碼 |
| 38 | AMT | American Tower CORP | -0.1% | -22.51% | 減碼 |
| 39 | DUK | Duke Energy CORP | -0.1% | -22.72% | 減碼 |
| 40 | GILD | Gilead Sciences Inc | -0.1% | -23.00% | 減碼 |
| 41 | COP | Conocophillips | -0.1% | -16.41% | 減碼 |
| 42 | BMY | Bristol-myers Squibb Co | -0.1% | -22.91% | 減碼 |
| 43 | DOW | Dow Inc | -0.1% | -22.61% | 減碼 |
| 44 | MCD | Mcdonald's CORP | -0.1% | -22.54% | 減碼 |
| 45 | T | At&t Inc | -0.2% | -22.58% | 減碼 |
| 46 | XOM | Exxon Mobil CORP | -0.2% | -21.72% | 減碼 |
| 47 | CVX | Chevron CORP | -0.2% | -19.43% | 減碼 |
| 48 | CMCSA | Comcast Corp-class A | -0.3% | -22.57% | 減碼 |
| 49 | PG | Procter & Gamble Co/the | -0.3% | -23.03% | 減碼 |
| 50 | FDX | Fedex CORP | -0.3% | -22.69% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Edgar Lomax Co/va 在 Q3 2025 季度的美股持倉總市值約為 US$13.4億，共申報了 58 個公開持股部位。
在 Q3 2025 季度，Edgar Lomax Co/va 按市值排列的前三大核心持股分別為：CVS (5.5%)、JNJ (4.9%)、VZ (4.7%)。其中最大持股部位 CVS 佔據整體投資組合約 5.5% 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
HSBC
市值: US$18.1萬
本季最大獲利了結 / 清倉標的
HSBC Holdings PLC
前期市值: US$14.5萬
在 Q3 2025 季度中，Edgar Lomax Co/va 共進行了 56 項持倉異動，包含新建倉 1 個部位、加碼 1 個部位、減碼 53 個部位以及清倉 1 個部位。 其中最大新建倉標的為 HSBC。 本季清倉部位包含 HSBC Holdings PLC。
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。