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
334 檔
51.6%
Q4 2025 季度申報顯示，Everett Harris & Co /ca/ 揭露的美股組合總市值為 US$81.4億，涵蓋 334 個不同之權益投資部位。
Everett Harris & Co /ca/ 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 32 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 AAPL, BRK-A, MSFT）占據了總市值的 51.6%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 334 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 | 13.62% | +1.10% | -1.30% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 12.93% | -0.05% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.57% | -0.27% | -1.15% | |
| 4 | ✓ | 股票-其他 | 8.18% | — | -0.42% | ||
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 7.52% | +1.16% | -1.60% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.00% | -0.03% | -1.73% | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 3.94% | +0.77% | +0.21% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.87% | +0.25% | +0.30% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.55% | +0.14% | +0.19% | |
| 10 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.21% | -0.30% | -0.60% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.13% | +0.36% | -0.86% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.12% | -0.23% | -0.03% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 1.86% | +0.20% | -0.70% | |
| 14 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.60% | -0.06% | -0.54% | |
| 15 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.46% | -0.26% | -0.47% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.43% | +0.14% | -0.17% | |
| 17 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.29% | -0.09% | +0.26% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.19% | -0.02% | -0.47% | |
| 19 | ✓ | 股票-其他 | 1.19% | — | +1.06% | ||
| 20 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 1.12% | +0.02% | — | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 1.06% | -0.19% | -1.56% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.01% | -0.36% | -1.46% | |
| 23 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.99% | +0.06% | -1.80% | |
| 24 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.80% | -0.39% | -0.89% | |
| 25 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.75% | +0.02% | +0.26% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.67% | -0.15% | -4.47% | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.53% | +0.14% | -1.19% | |
| 28 | FDS | Factset Research Systems Inc | 股票-金融 | 0.51% | +0.02% | +0.80% | |
| 29 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.48% | -0.04% | -0.26% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 0.44% | +0.01% | -0.18% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | +0.04% | +1.22% | |
| 32 | SHEL | Shell Plc-adr | 股票-能源 | 0.37% | -0.09% | +15.74% | |
| 33 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.37% | +0.02% | -2.03% | |
| 34 | PGR | Progressive CORP | 股票-金融 | 0.37% | +0.20% | -0.91% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.32% | +0.12% | -1.15% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工業 | 0.30% | -0.08% | -0.43% | |
| 37 | ✓ | 股票-其他 | 0.30% | — | -1.05% | ||
| 38 | ✓ | 股票-其他 | 0.29% | — | +1.86% | ||
| 39 | ✓ | 股票-其他 | 0.28% | — | +1.37% | ||
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.26% | — | -0.25% | |
| 41 | RTX | Rtx CORP | 股票-工業 | 0.26% | -0.04% | -0.39% | |
| 42 | ECL | Ecolab Inc | 股票-原物料 | 0.23% | — | -0.57% | |
| 43 | ✓ | 股票-其他 | 0.23% | — | +2.80% | ||
| 44 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.23% | — | -1.27% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.21% | +0.05% | +4.26% | |
| 46 | ✓ | 股票-其他 | 0.20% | — | -0.77% | ||
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.20% | +0.01% | +2.38% | |
| 48 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 0.19% | +0.03% | +3.76% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.16% | +0.04% | +0.27% | |
| 50 | HSIC | Henry Schein Inc | 股票-醫療保健 | 0.15% | +0.03% | +4.71% |
| # | 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 | +1.5% | -1.60% | 減碼 |
| 2 | AAPL | Apple Inc | +0.5% | -1.30% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.86% | 減碼 |
| 4 | VHT | Vanguard Health Care ETF | +0.2% | +0.19% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.1% | +0.30% | 加碼 |
| 6 | TJX | Tjx Companies Inc | +0.1% | -0.03% | 減碼 |
| 7 | JNJ | Johnson & Johnson | +0.1% | -0.47% | 減碼 |
| 8 | ✓ | +0.1% | +1.06% | 加碼 | |
| 9 | BAC | Bank Of America CORP | +0.1% | -0.70% | 減碼 |
| 10 | ✓ | +0.1% | +1.86% | 加碼 | |
| 11 | EXPD | Expeditors Intl Wash Inc | +0.1% | -2.03% | 減碼 |
| 12 | WMT | Walmart Inc | +0.1% | -1.56% | 減碼 |
| 13 | SHEL | Shell Plc-adr | +0.1% | +15.74% | 加碼 |
| 14 | ✓ | Arrowhead Pharma Inc | +0.1% | +28.06% | 加碼 |
| 15 | LLY | Eli Lilly & Co | 0% | +0.56% | 加碼 |
| 16 | VSXY | Victoria's Secret & Co | 0% | +0.93% | 加碼 |
| 17 | BDX | Becton Dickinson And Co | 0% | +0.26% | 加碼 |
| 18 | HSIC | Henry Schein Inc | 0% | +4.71% | 加碼 |
| 19 | TTI | Tetra Technologies Inc | 0% | -16.96% | 減碼 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.15% | 減碼 |
| 21 | RTX | Rtx CORP | 0% | -0.39% | 減碼 |
| 22 | BUD | Anheuser-busch Inbev-spn Adr | 0% | +3.76% | 加碼 |
| 23 | TMO | Thermo Fisher Scientific Inc | 0% | -0.21% | 減碼 |
| 24 | ✓ | 0% | -14.88% | 減碼 | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -24.71% | 減碼 |
| 26 | ✓ | 0% | +1.37% | 加碼 | |
| 27 | ✓ | 0% | +2.80% | 加碼 | |
| 28 | PEP | Pepsico Inc | 0% | -4.47% | 減碼 |
| 29 | PGR | Progressive CORP | 0% | -0.91% | 減碼 |
| 30 | SBUX | Starbucks CORP | 0% | -1.80% | 減碼 |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | -1.19% | 減碼 |
| 32 | AWK | American Water Works Co Inc | -0.1% | -0.26% | 減碼 |
| 33 | ABBV | Abbvie Inc | -0.1% | -0.17% | 減碼 |
| 34 | DIS | Walt Disney Co/the | -0.1% | -0.54% | 減碼 |
| 35 | CVX | Chevron CORP | -0.1% | -1.46% | 減碼 |
| 36 | HD | Home Depot Inc | -0.1% | -0.18% | 減碼 |
| 37 | BAX | Baxter International Inc | -0.1% | -66.59% | 減碼 |
| 38 | NKE | Nike Inc -cl B | -0.1% | -0.89% | 減碼 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.73% | 減碼 |
| 40 | ABT | Abbott Laboratories | -0.2% | -0.60% | 減碼 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | +0.21% | 加碼 |
| 42 | ✓ | -0.8% | -0.42% | 減碼 | |
| 43 | MSFT | Microsoft CORP | -0.9% | -1.15% | 減碼 |
| 44 | UL | Unilever PLC | — | EXIT | 清倉 |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
| 46 | VUSB | Vanguard Ultra Short Bond Et | — | NEW | 新建倉 |
| 47 | MICC | The Magnum Ice Cream Company N. | — | NEW | 新建倉 |
| 48 | BUBIX | Baird Ultra Short Bond-inst | — | EXIT | 清倉 |
| 49 | BSBIX | Baird Short Term Bond-inst | — | EXIT | 清倉 |
| 50 | BATRK | Atlanta Braves Holdings In-c | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Everett Harris & Co /ca/ 在 Q4 2025 季度的美股持倉總市值約為 US$81.4億，共申報了 334 個公開持股部位。
在 Q4 2025 季度，Everett Harris & Co /ca/ 按市值排列的前三大核心持股分別為：AAPL (13.6%)、BRK-A (12.9%)、MSFT (8.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 13.6% 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
UL
市值: US$9286.1萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$9463.9萬
在 Q4 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 14 個部位、減碼 29 個部位以及清倉 3 個部位。 其中最大新建倉標的為 UL。 本季清倉部位包含 UL。
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。