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
175 檔
26.7%
截至 Q4 2025 季度末，Edgemoor Investment Advisors, Inc. 的美股持倉估值約為 US$14.7億，全數申報部位共有 175 檔。
Edgemoor Investment Advisors, Inc. 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 29 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，Edgemoor Investment Advisors, Inc. 的前 5 大持股（包含 MSFT, AAPL, BRK-B）貢獻了組合市值的 26.7%，形成該機構在 Q4 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 | 7.80% | -0.75% | -2.10% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.21% | -0.08% | -1.69% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.88% | -0.57% | -2.01% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.04% | +0.26% | -5.15% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.46% | +0.23% | -2.35% | |
| 6 | URI | United Rentals Inc | 股票-工業 | 4.40% | +1.35% | -1.11% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.72% | +0.29% | -0.89% | |
| 8 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 3.72% | -0.71% | -0.46% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.23% | -0.04% | -0.80% | |
| 10 | AMAT | Applied Materials Inc | 股票-科技 | 2.99% | +3.22% | -0.69% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.53% | +0.03% | +0.21% | |
| 12 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 2.41% | +0.25% | -1.90% | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.93% | -0.09% | -0.64% | |
| 14 | BX | Blackstone Inc | 股票-金融 | 1.84% | -0.14% | +1.04% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.72% | -0.07% | -1.42% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.66% | -0.02% | +0.24% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.62% | +0.40% | +0.49% | |
| 18 | LEN | Lennar Corp-a | 股票-循環性消費 | 1.61% | -0.17% | -0.45% | |
| 19 | BLK | Blackrock Inc | 股票-金融 | 1.53% | -0.18% | +0.58% | |
| 20 | GD | General Dynamics CORP | 股票-工業 | 1.49% | -0.17% | +1.05% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.45% | -0.18% | +3.51% | |
| 22 | C | Citigroup Inc | 股票-金融 | 1.30% | +0.10% | +0.25% | |
| 23 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.16% | -0.75% | -0.65% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.11% | -0.13% | -2.85% | |
| 25 | ARCC | Ares Capital CORP | 股票-金融 | 1.11% | -0.11% | +0.13% | |
| 26 | AEP | American Electric Power | 股票-公用事業 | 1.10% | -0.12% | +0.16% | |
| 27 | SPG | Simon Property Group Inc | 股票-房地產 | 1.00% | +0.03% | -0.40% | |
| 28 | DE | Deere & Co | 股票-工業 | 0.94% | -0.03% | -0.46% | |
| 29 | O | Realty Income CORP | 股票-房地產 | 0.90% | -0.11% | +6.03% | |
| 30 | SHEL | Shell Plc-adr | 股票-能源 | 0.90% | -0.31% | -2.19% | |
| 31 | ETR | Entergy CORP | 股票-公用事業 | 0.85% | -0.13% | -0.74% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.78% | -0.09% | -0.18% | |
| 33 | EPD | Enterprise Products Partners | 股票-能源 | 0.74% | -0.16% | -1.92% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.72% | -0.08% | +6.47% | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.65% | -0.24% | -8.65% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.65% | -0.15% | -0.97% | |
| 37 | CCI | Crown Castle Inc | 股票-房地產 | 0.65% | -0.12% | +1.04% | |
| 38 | T | At&t Inc | 股票-通訊服務 | 0.63% | -0.28% | +1.15% | |
| 39 | PSA | Public Storage | 股票-房地產 | 0.58% | +0.01% | +0.59% | |
| 40 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.56% | +0.14% | +7.69% | |
| 41 | NY4B | Clearway Energy Inc-a | 股票-其他 | 0.52% | -0.66% | EXIT | |
| 42 | PFE | Pfizer Inc | 股票-醫療保健 | 0.52% | -0.14% | +5.32% | |
| 43 | SO | Southern Co/the | 股票-公用事業 | 0.51% | -0.09% | -0.09% | |
| 44 | EVRG | Evergy Inc | 股票-公用事業 | 0.51% | -0.05% | +2.78% | |
| 45 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.50% | -0.07% | -1.74% | |
| 46 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.49% | -0.03% | +6.15% | |
| 47 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.47% | -0.07% | -3.18% | |
| 48 | ES | Eversource Energy | 股票-公用事業 | 0.40% | -0.02% | +4.37% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.39% | -0.06% | -22.58% | |
| 50 | FCT | First Trust Snr Fl Rt Inc Ii | 股票-其他 | 0.38% | -0.05% | -18.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -5.15% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.89% | 減碼 |
| 3 | AMAT | Applied Materials Inc | +0.6% | -0.69% | 減碼 |
| 4 | AAPL | Apple Inc | +0.4% | -1.69% | 減碼 |
| 5 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | -0.64% | 減碼 |
| 6 | C | Citigroup Inc | +0.2% | +0.25% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.49% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | -0.80% | 減碼 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.18% | 減碼 |
| 10 | JNJ | Johnson & Johnson | +0.1% | -1.42% | 減碼 |
| 11 | AVGO | Broadcom Inc | +0.1% | -2.35% | 減碼 |
| 12 | SCHW | Schwab (charles) CORP | +0.1% | +3.51% | 加碼 |
| 13 | USB | US Bancorp | +0.1% | +24.18% | 加碼 |
| 14 | NFLX | Netflix Inc | +0.1% | +7203.78% | 加碼 |
| 15 | VRT | Vertiv Holdings Co-a | +0.1% | +7.69% | 加碼 |
| 16 | NY4B | Clearway Energy Inc-a | +0.1% | +0.19% | 加碼 |
| 17 | NVS | Novartis Ag-sponsored Adr | +0.1% | -0.65% | 減碼 |
| 18 | UPS | United Parcel Service-cl B | +0.1% | +27.11% | 加碼 |
| 19 | XFRAX | Blackrock Fltng Rt Inc Strat | +0.1% | +47.11% | 加碼 |
| 20 | EMO | Clearbridge Energy Midstream | +0.1% | +36.85% | 加碼 |
| 21 | FSLR | First Solar Inc | +0.1% | +41.43% | 加碼 |
| 22 | INTU | Intuit Inc | +0.1% | +65.47% | 加碼 |
| 23 | V | Visa Inc-class A Shares | +0.1% | +0.24% | 加碼 |
| 24 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +6.47% | 加碼 |
| 25 | CCI | Crown Castle Inc | 0% | +1.04% | 加碼 |
| 26 | ORCL | Oracle CORP | -0.1% | +0.20% | 加碼 |
| 27 | SO | Southern Co/the | -0.1% | -0.09% | 減碼 |
| 28 | PSA | Public Storage | -0.1% | +0.59% | 加碼 |
| 29 | LLY | Eli Lilly & Co | -0.1% | -56.49% | 減碼 |
| 30 | T | At&t Inc | -0.1% | +1.15% | 加碼 |
| 31 | IWF | Ishares Russell 1000 Growth | -0.1% | -36.39% | 減碼 |
| 32 | DLR | Digital Realty Trust Inc | -0.1% | -3.18% | 減碼 |
| 33 | FCT | First Trust Snr Fl Rt Inc Ii | -0.1% | -18.41% | 減碼 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.01% | 減碼 |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.1% | -22.58% | 減碼 |
| 36 | BLK | Blackrock Inc | -0.1% | +0.58% | 加碼 |
| 37 | VZ | Verizon Communications Inc | -0.1% | -8.65% | 減碼 |
| 38 | LOW | Lowe's Cos Inc | -0.2% | -0.46% | 減碼 |
| 39 | BX | Blackstone Inc | -0.2% | +1.04% | 加碼 |
| 40 | KO | Coca-cola Co/the | -0.2% | -87.46% | 減碼 |
| 41 | WSM | Williams-sonoma Inc | -0.3% | -1.90% | 減碼 |
| 42 | LEN | Lennar Corp-a | -0.4% | -0.45% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.7% | -2.10% | 減碼 |
| 44 | URI | United Rentals Inc | -0.8% | -1.11% | 減碼 |
| 45 | FISV | Fiserv Inc | — | EXIT | 清倉 |
| 46 | ARE | Alexandria Real Estate Equit | — | EXIT | 清倉 |
| 47 | GIS | General Mills Inc | — | NEW | 新建倉 |
| 48 | CAVA | Cava Group Inc | — | EXIT | 清倉 |
| 49 | TFC | Truist Financial CORP | — | EXIT | 清倉 |
| 50 | IYW | Ishares Ustechnology ETF | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Edgemoor Investment Advisors, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$14.7億，共申報了 175 個公開持股部位。
在 Q4 2025 季度，Edgemoor Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：MSFT (7.8%)、AAPL (7.2%)、BRK-B (5.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.8% 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
GIS
市值: US$210.4萬
本季最大獲利了結 / 清倉標的
FISV
前期市值: US$665.2萬
在 Q4 2025 季度中，Edgemoor Investment Advisors, Inc. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 20 個部位、減碼 24 個部位以及清倉 5 個部位。 其中最大新建倉標的為 GIS。 本季清倉部位包含 FISV。
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。