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: 0001080382
申報總市值
US$8.4億
US$8.4億
91 檔
19.2%
Q1 2025 季度申報顯示，Eubel Brady & Suttman Asset Management Inc 揭露的美股組合總市值為 US$8.4億，涵蓋 91 個不同之權益投資部位。
Eubel Brady & Suttman Asset Management Inc 在 Q1 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 147 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。
檢視投資組合結構，前 5 大主力部位（包含 BRK-B, BN, MDT）占據了總市值的 19.2%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
BN
市值: US$3591.2萬
本季最大獲利了結 / 清倉標的
EBSFX
前期市值: US$2.8億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.14% | +0.18% | -9.69% | |
| 2 | BN | Brookfield CORP | 股票-金融 | 4.73% | +0.18% | -0.27% | |
| 3 | MDT | Medtronic plc | 股票-醫療保健 | 3.85% | -0.27% | +0.43% | |
| 4 | PYPL | Paypal Holdings Inc | 股票-金融 | 3.79% | -0.26% | +4.04% | |
| 5 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.73% | -0.02% | +1.65% | |
| 6 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 3.70% | +0.33% | +1.48% | |
| 7 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 3.55% | -0.17% | +1.97% | |
| 8 | KMX | Carmax Inc | 股票-循環性消費 | 3.20% | +0.23% | +0.85% | |
| 9 | L | Loews CORP | 股票-金融 | 3.15% | +0.13% | -0.22% | |
| 10 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 3.15% | — | +11.39% | |
| 11 | KVUE | Kenvue Inc | 股票-非循環性消費 | 3.06% | -2.72% | +0.88% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.02% | +0.03% | +0.34% | |
| 13 | BF-B | Brown-forman Corp-class B | 股票-其他 | 2.67% | +0.01% | +14.23% | |
| 14 | PII | Polaris Inc | 股票-循環性消費 | 2.62% | +0.06% | +82.92% | |
| 15 | GTX | Garrett Motion Inc | 股票-循環性消費 | 2.35% | +0.07% | +24.82% | |
| 16 | CNH | CNH Industrial N.V. | 股票-工業 | 2.33% | +0.07% | +1.80% | |
| 17 | ETSY | Etsy Inc | 股票-循環性消費 | 2.33% | +1.23% | +39.41% | |
| 18 | LMT | Lockheed Martin CORP | 股票-工業 | 2.23% | -0.26% | +1.87% | |
| 19 | FTV | Fortive CORP | 股票-科技 | 2.18% | — | -18.50% | |
| 20 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 2.17% | — | — | |
| 21 | FMC | Fmc CORP | 股票-原物料 | 2.16% | — | — | |
| 22 | COR | Cencora Inc | 股票-醫療保健 | 2.09% | — | +0.38% | |
| 23 | GNTX | Gentex CORP | 股票-循環性消費 | 2.06% | +0.38% | +20.38% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | +0.01% | +0.78% | |
| 25 | VNT | Vontier CORP | 股票-科技 | 2.01% | +0.16% | +1.07% | |
| 26 | SLB | Slb LTD | 股票-能源 | 1.94% | -0.63% | +0.28% | |
| 27 | KR | Kroger Co | 股票-非循環性消費 | 1.93% | — | -34.25% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 1.82% | +0.08% | -19.92% | |
| 29 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 1.67% | — | +15.20% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.65% | +0.42% | +2.94% | |
| 31 | CNX | Cnx Resources CORP | 股票-能源 | 1.61% | -0.22% | +1.97% | |
| 32 | NRP | Natural Resource Partners LP | 股票-其他 | 1.61% | -0.33% | — | |
| 33 | CNR | Core Natural Resources Inc | 股票-能源 | 1.02% | -0.44% | — | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.92% | — | -1.64% | |
| 35 | LYFT 0.625 03-01-29債券 | Lyft Inc | 債券 | 0.76% | +0.03% | — | |
| 36 | TRIP 0.25 04-01-26債券 | Tripadvisor Inc | 債券 | 0.76% | -0.71% | EXIT | |
| 37 | ABNB 0 03-15-26債券 | Airbnb Inc | 債券 | 0.75% | — | — | |
| 38 | PATK 1.75 12-01-28債券 | Patrick Industries Inc | 債券 | 0.74% | -0.06% | — | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.70% | +0.08% | -60.14% | |
| 40 | JBTM 0.25 05-15-26債券 | Jbt Marel CORP | 債券 | 0.66% | — | — | |
| 41 | F 0 03-15-26債券 | Ford Motor Company | 債券 | 0.64% | — | — | |
| 42 | BSY 0.125 01-15-26債券 | Bentley Systems Inc | 債券 | 0.63% | — | — | |
| 43 | GPN 1.5 03-01-31債券 | Global Payments Inc | 債券 | 0.62% | +0.01% | — | |
| 44 | GES 3.75 04-15-28債券 | Guess Inc | 債券 | 0.60% | — | — | |
| 45 | WGO 3.25 01-15-30債券 | Winnebago Industries | 債券 | 0.58% | +0.02% | — | |
| 46 | PRK | Park National CORP | 股票-其他 | 0.45% | +0.06% | — | |
| 47 | ETSY 0.25 06-15-28債券 | Etsy Inc | 債券 | 0.45% | +0.01% | — | |
| 48 | XRX 3.75 03-15-30債券 | Xerox Holdings CORP | 債券 | 0.45% | — | — | |
| 49 | SFBS | Servisfirst Bancshares Inc | 股票-金融 | 0.36% | +0.06% | — | |
| 50 | ETSY 0.125 09-01-27債券 | Etsy Inc | 債券 | 0.35% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | +3.8% | +0.43% | 加碼 |
| 2 | PYPL | Paypal Holdings Inc | +3.8% | +4.04% | 加碼 |
| 3 | DIS | Walt Disney Co/the | +3.7% | +1.65% | 加碼 |
| 4 | ZBH | Zimmer Biomet Holdings Inc | +3.6% | +1.97% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +2.9% | -9.69% | 減碼 |
| 6 | GTX | Garrett Motion Inc | +2.4% | +24.82% | 加碼 |
| 7 | CNH | CNH Industrial N.V. | +2.3% | +1.80% | 加碼 |
| 8 | LMT | Lockheed Martin CORP | +2.2% | +1.87% | 加碼 |
| 9 | VNT | Vontier CORP | +2% | +1.07% | 加碼 |
| 10 | SLB | Slb LTD | +1.9% | +0.28% | 加碼 |
| 11 | FTV | Fortive CORP | +1.9% | -18.50% | 加碼 |
| 12 | L | Loews CORP | +1.9% | -0.22% | 減碼 |
| 13 | JNJ | Johnson & Johnson | +1.3% | +0.34% | 加碼 |
| 14 | KR | Kroger Co | +1% | -34.25% | 減碼 |
| 15 | COR | Cencora Inc | +0.9% | +0.38% | 減碼 |
| 16 | WFC | Wells Fargo & Co | +0.5% | -19.92% | 減碼 |
| 17 | CNX | Cnx Resources CORP | +0.5% | +1.97% | 減碼 |
| 18 | SFBS | Servisfirst Bancshares Inc | +0.2% | — | 加碼 |
| 19 | PRK | Park National CORP | +0.2% | — | 不變 |
| 20 | MSFT | Microsoft CORP | +0.2% | +0.78% | 減碼 |
| 21 | WBA | Walgreens Boots Alliance Inc | +0.1% | +15.20% | 加碼 |
| 22 | XOM | Exxon Mobil CORP | +0.1% | — | 加碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -96.22% | 加碼 |
| 24 | AMED | Amedisys Inc | +0.1% | -19.06% | 加碼 |
| 25 | CVX | Chevron CORP | +0.1% | — | 加碼 |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | -5.52% | 減碼 |
| 27 | PG | Procter & Gamble Co/the | +0.1% | +0.01% | 加碼 |
| 28 | NVDA | Nvidia CORP | +0.1% | -6.06% | 加碼 |
| 29 | HD | Home Depot Inc | +0.1% | +1.03% | 加碼 |
| 30 | WM | Waste Management Inc | 0% | +0.10% | 減碼 |
| 31 | LNC | Lincoln National CORP | 0% | — | 不變 |
| 32 | WMT | Walmart Inc | 0% | +0.26% | 減碼 |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | -1.64% | 減碼 |
| 34 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.94% | 加碼 |
| 35 | GS | Goldman Sachs Group Inc | -1.3% | -4.79% | 減碼 |
| 36 | CSCO | Cisco Systems Inc | -1.7% | -4.36% | 減碼 |
| 37 | EBSFX | Eb&s Income Fund | — | EXIT | 清倉 |
| 38 | EBSZX | Eb&s Income & Appreciation | — | EXIT | 清倉 |
| 39 | BN | Brookfield CORP | — | NEW | 新建倉 |
| 40 | IFF | Intl Flavors & Fragrances | — | NEW | 新建倉 |
| 41 | KMX | Carmax Inc | — | NEW | 新建倉 |
| 42 | WBD | Warner Bros Discovery Inc | — | NEW | 新建倉 |
| 43 | KVUE | Kenvue Inc | — | NEW | 新建倉 |
| 44 | BF-B | Brown-forman Corp-class B | — | NEW | 新建倉 |
| 45 | PII | Polaris Inc | — | NEW | 新建倉 |
| 46 | MCK | Mckesson CORP | — | EXIT | 清倉 |
| 47 | JEF | Jefferies Financial Group In | — | EXIT | 清倉 |
| 48 | ETSY | Etsy Inc | — | NEW | 新建倉 |
| 49 | AIG | American International Group | — | EXIT | 清倉 |
| 50 | DISCAUSD | Discovery Inc - A | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Eubel Brady & Suttman Asset Management Inc 在 Q1 2025 季度的美股持倉總市值約為 US$8.4億，共申報了 91 個公開持股部位。
在 Q1 2025 季度，Eubel Brady & Suttman Asset Management Inc 按市值排列的前三大核心持股分別為：BRK-B (5.1%)、BN (4.7%)、MDT (3.9%)。其中最大持股部位 BRK-B 佔據整體投資組合約 5.1% 的權重。
在 Q1 2025 季度中，Eubel Brady & Suttman Asset Management Inc 共進行了 198 項持倉異動，包含新建倉 30 個部位、加碼 21 個部位、減碼 13 個部位以及清倉 134 個部位。 其中最大新建倉標的為 BN。 本季清倉部位包含 EBSFX。
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。
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。
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。