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: 0001313792
申報總市值
US$14.7億
US$14.7億
190 檔
27.3%
Edgemoor Investment Advisors, Inc. 在 Q3 2025 季度的美股部位總計估值為 US$14.7億，分散於 190 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q3 2025 的資金脈絡，Edgemoor Investment Advisors, Inc. 在獲利結算 3 檔個股的同時，將資本重新部署至 7 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, BRK-B）累計市值佔比達 27.3%，是驅動 Edgemoor Investment Advisors, 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 | MSFT | Microsoft CORP | 股票-科技 | 8.48% | -0.75% | +0.62% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.82% | -0.08% | -0.66% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.97% | -0.57% | -0.12% | |
| 4 | URI | United Rentals Inc | 股票-工業 | 5.22% | +1.35% | -1.04% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.33% | +0.23% | -0.03% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.10% | +0.26% | +0.64% | |
| 7 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 3.87% | -0.71% | -0.08% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.08% | -0.04% | +0.68% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.90% | +0.29% | -0.41% | |
| 10 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 2.67% | +0.25% | -1.21% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.51% | +0.03% | +1.62% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 2.38% | +3.22% | +0.29% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 2.01% | -0.14% | +0.28% | |
| 14 | LEN | Lennar Corp-a | 股票-循環性消費 | 1.97% | -0.17% | -0.05% | |
| 15 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.67% | -0.09% | -1.48% | |
| 16 | BLK | Blackrock Inc | 股票-金融 | 1.65% | -0.18% | -0.11% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | -0.02% | +0.78% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.59% | -0.07% | -0.98% | |
| 19 | GD | General Dynamics CORP | 股票-工業 | 1.48% | -0.17% | -0.58% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.47% | +0.40% | +0.93% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.33% | -0.18% | +0.09% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.14% | -0.13% | +24.40% | |
| 23 | C | Citigroup Inc | 股票-金融 | 1.12% | +0.10% | -0.13% | |
| 24 | ARCC | Ares Capital CORP | 股票-金融 | 1.11% | -0.11% | +2.80% | |
| 25 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.08% | -0.75% | -1.53% | |
| 26 | AEP | American Electric Power | 股票-公用事業 | 1.06% | -0.12% | -0.38% | |
| 27 | SPG | Simon Property Group Inc | 股票-房地產 | 1.01% | +0.03% | -0.21% | |
| 28 | DE | Deere & Co | 股票-工業 | 0.92% | -0.03% | +3.36% | |
| 29 | O | Realty Income CORP | 股票-房地產 | 0.91% | -0.11% | +7.03% | |
| 30 | SHEL | Shell Plc-adr | 股票-能源 | 0.89% | -0.31% | +0.86% | |
| 31 | ETR | Entergy CORP | 股票-公用事業 | 0.86% | -0.13% | -1.56% | |
| 32 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.77% | -0.24% | +0.65% | |
| 33 | EPD | Enterprise Products Partners | 股票-能源 | 0.73% | -0.16% | -0.93% | |
| 34 | T | At&t Inc | 股票-通訊服務 | 0.70% | -0.28% | +9.99% | |
| 35 | CCI | Crown Castle Inc | 股票-房地產 | 0.69% | -0.12% | +1.77% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.67% | -0.08% | +5.98% | |
| 37 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.65% | -0.09% | -24.52% | |
| 38 | PSA | Public Storage | 股票-房地產 | 0.64% | +0.01% | +1.01% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.61% | -0.15% | -0.51% | |
| 40 | SO | Southern Co/the | 股票-公用事業 | 0.56% | -0.09% | -1.52% | |
| 41 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.54% | -0.07% | -1.69% | |
| 42 | EVRG | Evergy Inc | 股票-公用事業 | 0.52% | -0.05% | +3.26% | |
| 43 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.52% | -0.07% | -1.37% | |
| 44 | FISV | Fiserv Inc | 股票-其他 | 0.51% | — | +18.62% | |
| 45 | PFE | Pfizer Inc | 股票-醫療保健 | 0.50% | -0.14% | +7.54% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.49% | -0.06% | +29.72% | |
| 47 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.48% | +0.14% | +5.62% | |
| 48 | FCT | First Trust Snr Fl Rt Inc Ii | 股票-其他 | 0.46% | -0.05% | -4.47% | |
| 49 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.46% | -0.03% | +3.17% | |
| 50 | NY4B | Clearway Energy Inc-a | 股票-其他 | 0.44% | -0.66% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | -0.03% | 減碼 |
| 2 | MSFT | Microsoft CORP | +1% | +0.62% | 減碼 |
| 3 | URI | United Rentals Inc | +1% | -1.04% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.8% | +0.64% | 減碼 |
| 5 | NVDA | Nvidia CORP | +0.8% | +1.62% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.41% | 減碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +0.93% | 加碼 |
| 8 | AMAT | Applied Materials Inc | +0.3% | +0.29% | 減碼 |
| 9 | VRT | Vertiv Holdings Co-a | +0.2% | +5.62% | 加碼 |
| 10 | C | Citigroup Inc | +0.2% | -0.13% | 減碼 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.98% | 減碼 |
| 12 | UBER | Uber Technologies Inc | +0.1% | +23.01% | 加碼 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +29.72% | 加碼 |
| 14 | IWF | Ishares Russell 1000 Growth | +0.1% | +57.20% | 加碼 |
| 15 | ORCL | Oracle CORP | +0.1% | -0.28% | 加碼 |
| 16 | ICSH | Ishares Ultra Short Duration | +0.1% | +24.40% | 加碼 |
| 17 | BX | Blackstone Inc | +0.1% | +0.28% | 減碼 |
| 18 | SCHW | Schwab (charles) CORP | +0.1% | +0.09% | 加碼 |
| 19 | ES | Eversource Energy | 0% | +9.61% | 加碼 |
| 20 | GD | General Dynamics CORP | 0% | -0.58% | 減碼 |
| 21 | BKNG | Booking Holdings Inc | 0% | +3.17% | 加碼 |
| 22 | EVRG | Evergy Inc | 0% | +3.26% | 加碼 |
| 23 | PFE | Pfizer Inc | — | +7.54% | 加碼 |
| 24 | WSM | Williams-sonoma Inc | 0% | -1.21% | 減碼 |
| 25 | BLK | Blackrock Inc | 0% | -0.11% | 減碼 |
| 26 | O | Realty Income CORP | 0% | +7.03% | 加碼 |
| 27 | SPG | Simon Property Group Inc | -0.1% | -0.21% | 加碼 |
| 28 | NVS | Novartis Ag-sponsored Adr | -0.1% | -1.53% | 減碼 |
| 29 | AMZN | Amazon.com Inc | -0.1% | +0.68% | 減碼 |
| 30 | OKE | Oneok Inc | -0.2% | -1.30% | 減碼 |
| 31 | LEN | Lennar Corp-a | -0.2% | -0.05% | 減碼 |
| 32 | ARE | Alexandria Real Estate Equit | -0.2% | -18.80% | 減碼 |
| 33 | EPD | Enterprise Products Partners | -0.3% | -0.93% | 減碼 |
| 34 | FISV | Fiserv Inc | -0.3% | +18.62% | 加碼 |
| 35 | MRK | Merck & Co. Inc. | -0.4% | -89.46% | 減碼 |
| 36 | ARCC | Ares Capital CORP | -0.4% | +2.80% | 減碼 |
| 37 | LOW | Lowe's Cos Inc | -0.5% | -0.08% | 減碼 |
| 38 | AAPL | Apple Inc | -0.6% | -0.66% | 減碼 |
| 39 | VRTX | Vertex Pharmaceuticals Inc | -0.9% | -1.48% | 減碼 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -1.8% | -0.12% | 減碼 |
| 41 | USB | US Bancorp | — | NEW | 新建倉 |
| 42 | MRP | Millrose Properties | — | NEW | 新建倉 |
| 43 | UPS | United Parcel Service-cl B | — | NEW | 新建倉 |
| 44 | CPRT | Copart Inc | — | NEW | 新建倉 |
| 45 | MRSH | Marsh & Mclennan Cos | — | EXIT | 清倉 |
| 46 | INTU | Intuit Inc | — | NEW | 新建倉 |
| 47 | BCE | Bce Inc | — | EXIT | 清倉 |
| 48 | FSLR | First Solar Inc | — | NEW | 新建倉 |
| 49 | CAVA | Cava Group Inc | — | NEW | 新建倉 |
| 50 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Edgemoor Investment Advisors, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$14.7億，共申報了 190 個公開持股部位。
在 Q3 2025 季度，Edgemoor Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：MSFT (8.5%)、AAPL (6.8%)、BRK-B (6.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.5% 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
USB
市值: US$327.8萬
本季最大獲利了結 / 清倉標的
MRSH
前期市值: US$157.4萬
在 Q3 2025 季度中，Edgemoor Investment Advisors, Inc. 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 16 個部位、減碼 24 個部位以及清倉 3 個部位。 其中最大新建倉標的為 USB。 本季清倉部位包含 MRSH。
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。