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: 0001009254
申報總市值
US$81.4億
US$81.4億
329 檔
50.6%
在 Q3 2025 申報期間，Everett Harris & Co /ca/（CIK: 0001009254）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$81.4億，共持有 329 個公開申報部位。
從 Q3 2025 申報觀察，Everett Harris & Co /ca/ 採取防禦導向的調倉策略，本季減碼 37 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 AAPL, BRK-A, MSFT）累計市值佔比達 50.6%，是驅動 Everett Harris & Co /ca/ 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 329 檔）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 13.17% | +1.10% | -0.61% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 13.17% | -0.05% | -0.07% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 9.47% | -0.27% | -0.86% | |
| 4 | ✓ | 股票-其他 | 8.99% | — | -0.47% | ||
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 6.05% | +1.16% | -1.02% | |
| 6 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 4.37% | +0.77% | -0.01% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.15% | -0.03% | -1.26% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.77% | +0.25% | -1.15% | |
| 9 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.42% | -0.30% | -1.62% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.34% | +0.14% | -0.97% | |
| 11 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.03% | -0.23% | -0.16% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.79% | +0.20% | -1.46% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.70% | +0.36% | -1.06% | |
| 14 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.65% | -0.06% | -1.91% | |
| 15 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.49% | -0.26% | -0.89% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.48% | +0.14% | -0.66% | |
| 17 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.27% | -0.09% | -1.32% | |
| 18 | UL | Unilever PLC | 股票-非循環性消費 | 1.17% | — | -1.44% | |
| 19 | ✓ | 股票-其他 | 1.10% | — | -1.25% | ||
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.10% | -0.02% | -1.04% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.07% | -0.36% | -1.13% | |
| 22 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.03% | +0.06% | -3.40% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 1.01% | -0.19% | -1.86% | |
| 24 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.90% | -0.39% | -1.34% | |
| 25 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.77% | +0.02% | -0.37% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.70% | -0.15% | -0.57% | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.58% | +0.14% | -2.71% | |
| 28 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.53% | -0.04% | -0.06% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 0.52% | +0.01% | -0.25% | |
| 30 | FDS | Factset Research Systems Inc | 股票-金融 | 0.51% | +0.02% | -1.20% | |
| 31 | PGR | Progressive CORP | 股票-金融 | 0.41% | +0.20% | -1.58% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | +0.04% | +1.22% | |
| 33 | SHEL | Shell Plc-adr | 股票-能源 | 0.32% | -0.09% | +1.86% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 0.32% | -0.08% | -1.01% | |
| 35 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.31% | +0.02% | -2.54% | |
| 36 | ✓ | 股票-其他 | 0.31% | — | -0.70% | ||
| 37 | ✓ | 股票-其他 | 0.30% | — | -3.88% | ||
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.30% | +0.12% | -1.26% | |
| 39 | ✓ | 股票-其他 | 0.26% | — | -3.00% | ||
| 40 | ECL | Ecolab Inc | 股票-原物料 | 0.25% | — | -0.44% | |
| 41 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.25% | — | +0.70% | |
| 42 | RTX | Rtx CORP | 股票-工業 | 0.24% | -0.04% | -3.04% | |
| 43 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.24% | — | -0.22% | |
| 44 | ✓ | 股票-其他 | 0.23% | — | +0.72% | ||
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.21% | +0.05% | -0.68% | |
| 46 | ✓ | 股票-其他 | 0.20% | — | -0.28% | ||
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.19% | +0.01% | +1.58% | |
| 48 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 0.17% | +0.03% | -2.96% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.16% | +0.04% | +0.25% | |
| 50 | BAX | Baxter International Inc | 股票-醫療保健 | 0.14% | +0.01% | -2.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.2% | -0.86% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +1.9% | -1.02% | 減碼 |
| 3 | AAPL | Apple Inc | +0.9% | -0.61% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.06% | 減碼 |
| 5 | BAC | Bank Of America CORP | +0.2% | -1.46% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | -1.15% | 減碼 |
| 7 | TJX | Tjx Companies Inc | +0.2% | -0.16% | 減碼 |
| 8 | DIS | Walt Disney Co/the | +0.1% | -1.91% | 減碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.26% | 減碼 |
| 10 | WMT | Walmart Inc | +0.1% | -1.86% | 減碼 |
| 11 | VUG | Vanguard Growth ETF | +0.1% | +1.22% | 加碼 |
| 12 | ABBV | Abbvie Inc | +0.1% | -0.66% | 減碼 |
| 13 | JNJ | Johnson & Johnson | +0.1% | -1.04% | 減碼 |
| 14 | SCHW | Schwab (charles) CORP | 0% | +0.70% | 加碼 |
| 15 | ✓ | 0% | -3.00% | 減碼 | |
| 16 | RTX | Rtx CORP | 0% | -3.04% | 減碼 |
| 17 | TTI | Tetra Technologies Inc | 0% | — | 加碼 |
| 18 | ✓ | 0% | +2.48% | 加碼 | |
| 19 | NKE | Nike Inc -cl B | 0% | -1.34% | 減碼 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.25% | 加碼 |
| 21 | VOO | Vanguard S&p 500 ETF | 0% | +1.58% | 加碼 |
| 22 | VSXY | Victoria's Secret & Co | 0% | +0.58% | 加碼 |
| 23 | HD | Home Depot Inc | 0% | -0.25% | 減碼 |
| 24 | LH | Labcorp Holdings Inc | 0% | -1.45% | 加碼 |
| 25 | CMDXF | Computer Modelling Group LTD | 0% | -35.41% | 減碼 |
| 26 | UPS | United Parcel Service-cl B | 0% | -5.36% | 減碼 |
| 27 | OKE | Oneok Inc | -0.1% | -2.33% | 減碼 |
| 28 | AWK | American Water Works Co Inc | -0.1% | -0.06% | 減碼 |
| 29 | UL | Unilever PLC | -0.1% | -1.44% | 減碼 |
| 30 | BAX | Baxter International Inc | -0.1% | -2.15% | 減碼 |
| 31 | PGR | Progressive CORP | -0.1% | -1.58% | 減碼 |
| 32 | PEP | Pepsico Inc | -0.1% | -0.57% | 減碼 |
| 33 | MCD | Mcdonald's CORP | -0.1% | -0.89% | 減碼 |
| 34 | CMCSA | Comcast Corp-class A | -0.2% | -2.71% | 減碼 |
| 35 | CVX | Chevron CORP | -0.2% | -1.13% | 減碼 |
| 36 | ABT | Abbott Laboratories | -0.2% | -1.62% | 減碼 |
| 37 | CL | Colgate-palmolive Co | -0.2% | -0.37% | 減碼 |
| 38 | VHT | Vanguard Health Care ETF | -0.2% | -0.97% | 減碼 |
| 39 | SBUX | Starbucks CORP | -0.3% | -3.40% | 減碼 |
| 40 | FDS | Factset Research Systems Inc | -0.4% | -1.20% | 減碼 |
| 41 | BDX | Becton Dickinson And Co | -0.4% | -1.32% | 減碼 |
| 42 | ✓ | -0.4% | -1.25% | 減碼 | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -1.26% | 減碼 |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | -1.2% | -0.07% | 加碼 |
| 45 | ✓ | -1.3% | -0.47% | 減碼 | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | -1.3% | -0.01% | 減碼 |
| 47 | BUBIX | Baird Ultra Short Bond-inst | — | NEW | 新建倉 |
| 48 | C V6.25 PERP T債券 | Citigroup Inc | — | NEW | 新建倉 |
| 49 | BSBIX | Baird Short Term Bond-inst | — | NEW | 新建倉 |
| 50 | VGSH | Vanguard Short-term Treasury | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Everett Harris & Co /ca/ 在 Q3 2025 季度的美股持倉總市值約為 US$81.4億，共申報了 329 個公開持股部位。
在 Q3 2025 季度，Everett Harris & Co /ca/ 按市值排列的前三大核心持股分別為：AAPL (13.2%)、BRK-A (13.2%)、MSFT (9.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 13.2% 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
BUBIX
市值: US$402.1萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$9.6億
在 Q3 2025 季度中，Everett Harris & Co /ca/ 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 9 個部位、減碼 37 個部位以及清倉 0 個部位。 其中最大新建倉標的為 BUBIX。
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。