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: 0001737090
申報總市值
US$4.6億
US$4.6億
202 檔
30.3%
Farmers & Merchants Trust Co of Long Beach 在 Q3 2025 季度的美股部位總計估值為 US$4.6億，分散於 202 個持倉標的之中，反映其市場參與廣度與投資規模。
Farmers & Merchants Trust Co of Long Beach 於 Q3 2025 展現出進攻型調倉步調，本季推動了 6 檔股票的新建倉與 28 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 FMBL, MSFT, AAPL）累計市值佔比達 30.3%，是驅動 Farmers & Merchants Trust Co of Long Beach 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 202 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 | FMBL | Farmers & Merchants Bank/ca | 股票-其他 | 8.80% | -0.12% | -8.95% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.32% | -0.43% | -2.32% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.79% | +0.19% | -11.58% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.78% | -0.20% | -11.43% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.09% | +0.50% | -1.94% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.05% | +0.15% | -1.40% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.00% | +0.08% | -5.11% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.78% | -0.48% | -3.27% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.61% | -0.11% | -4.59% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.46% | -0.23% | +0.77% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.17% | +0.18% | +20.65% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.91% | -0.09% | — | |
| 13 | QUCT | Queen City Investments Inc | 股票-其他 | 1.75% | -0.16% | -0.44% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.63% | +0.07% | +1.43% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.37% | +0.40% | -0.38% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.35% | +0.02% | -34.79% | |
| 17 | MSI | Motorola Solutions Inc | 股票-科技 | 1.33% | -0.16% | +1.16% | |
| 18 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.32% | +0.15% | -1.14% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.27% | -0.40% | -17.21% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.24% | -0.07% | -5.11% | |
| 21 | BA | Boeing Co/the | 股票-工業 | 1.17% | -0.01% | +4.50% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 1.14% | -0.22% | +0.98% | |
| 23 | HON | Honeywell International Inc | 股票-工業 | 1.14% | -1.35% | EXIT | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | -0.47% | -18.66% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.07% | +0.75% | -1.10% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.04% | +0.24% | +0.34% | |
| 27 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.97% | -0.11% | -3.38% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.89% | +0.09% | -6.15% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | -0.02% | -0.02% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.85% | -0.04% | -3.44% | |
| 31 | DHR | Danaher CORP | 股票-醫療保健 | 0.72% | -0.07% | +8.80% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.67% | -0.01% | -1.79% | |
| 33 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.65% | +0.08% | +0.98% | |
| 34 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.61% | -0.03% | -0.82% | |
| 35 | MA | Mastercard Inc - A | 股票-金融 | 0.60% | -0.04% | -2.98% | |
| 36 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.58% | -0.09% | -1.65% | |
| 37 | WM | Waste Management Inc | 股票-工業 | 0.57% | -0.06% | -2.77% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | -0.03% | -3.79% | |
| 39 | NOC | Northrop Grumman CORP | 股票-工業 | 0.55% | -0.21% | -28.53% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.50% | +0.12% | -5.48% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.49% | +0.03% | +0.26% | |
| 42 | RSG | Republic Services Inc | 股票-工業 | 0.49% | -0.06% | -0.36% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.48% | +0.02% | — | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.46% | — | -0.03% | |
| 45 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.46% | -0.01% | -10.23% | |
| 46 | VST | Vistra CORP | 股票-公用事業 | 0.44% | -0.01% | +10.12% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.43% | -0.04% | -12.06% | |
| 48 | CW | Curtiss-wright CORP | 股票-工業 | 0.42% | +0.02% | — | |
| 49 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.42% | +0.01% | — | |
| 50 | CEG | Constellation Energy | 股票-公用事業 | 0.40% | -0.07% | +11.89% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +20.65% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.6% | -2.32% | 加碼 |
| 3 | ORCL | Oracle CORP | +1% | -4.59% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | -1.94% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.5% | -1.10% | 加碼 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -0.02% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.4% | -6.15% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | -5.11% | 加碼 |
| 9 | BA | Boeing Co/the | +0.3% | +4.50% | 加碼 |
| 10 | UNP | Union Pacific CORP | +0.3% | -0.03% | 加碼 |
| 11 | GS | Goldman Sachs Group Inc | +0.3% | -1.14% | 加碼 |
| 12 | WFC | Wells Fargo & Co | +0.2% | +3.52% | 加碼 |
| 13 | QUCT | Queen City Investments Inc | +0.2% | -0.44% | 減碼 |
| 14 | HD | Home Depot Inc | +0.2% | -1.79% | 加碼 |
| 15 | VST | Vistra CORP | +0.2% | +10.12% | 加碼 |
| 16 | AMZN | Amazon.com Inc | +0.2% | -1.40% | 加碼 |
| 17 | WMT | Walmart Inc | +0.2% | +0.98% | 加碼 |
| 18 | CEG | Constellation Energy | +0.2% | +11.89% | 加碼 |
| 19 | CW | Curtiss-wright CORP | +0.1% | — | 不變 |
| 20 | TRV | Travelers Cos Inc/the | +0.1% | -16.24% | 加碼 |
| 21 | LIN | Linde plc | +0.1% | -4.35% | 加碼 |
| 22 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -1.82% | 加碼 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | -3.79% | 加碼 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.26% | 加碼 |
| 25 | TSLA | Tesla Inc | +0.1% | -6.31% | 加碼 |
| 26 | BNY | Bank Of New York Mellon CORP | +0.1% | +0.98% | 加碼 |
| 27 | JNJ | Johnson & Johnson | +0.1% | -5.11% | 加碼 |
| 28 | MPC | Marathon Petroleum CORP | +0.1% | -0.82% | 減碼 |
| 29 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.34% | 加碼 |
| 30 | PG | Procter & Gamble Co/the | 0% | -3.44% | 加碼 |
| 31 | EFA | Ishares Msci Eafe ETF | -0.1% | +0.77% | 加碼 |
| 32 | PM | Philip Morris International | -0.2% | -49.51% | 減碼 |
| 33 | CRM | Salesforce Inc | -0.2% | -29.70% | 減碼 |
| 34 | COP | Conocophillips | -0.3% | -35.83% | 減碼 |
| 35 | XOM | Exxon Mobil CORP | -0.4% | -18.66% | 減碼 |
| 36 | AXP | American Express Co | -0.5% | -34.79% | 減碼 |
| 37 | FMBL | Farmers & Merchants Bank/ca | -0.5% | -8.95% | 減碼 |
| 38 | AAPL | Apple Inc | -0.5% | -11.58% | 減碼 |
| 39 | UNH | Unitedhealth Group Inc | -0.9% | -0.38% | 加碼 |
| 40 | ADBE | Adobe Inc | -0.9% | -82.31% | 減碼 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -1.1% | -11.43% | 減碼 |
| 42 | CI | THE Cigna Group | — | EXIT | 清倉 |
| 43 | CB | Chubb Limited | — | NEW | 新建倉 |
| 44 | AMP | Ameriprise Financial Inc | — | EXIT | 清倉 |
| 45 | VXUS | Vanguard Total Intl Stock | — | NEW | 新建倉 |
| 46 | GLW | Corning Inc | — | NEW | 新建倉 |
| 47 | CAT | Caterpillar Inc | — | NEW | 新建倉 |
| 48 | PH | Parker Hannifin CORP | — | NEW | 新建倉 |
| 49 | VNQ | Vanguard Real Estate ETF | — | EXIT | 清倉 |
| 50 | CSX | Csx CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Farmers & Merchants Trust Co of Long Beach 在 Q3 2025 季度的美股持倉總市值約為 US$4.6億，共申報了 202 個公開持股部位。
在 Q3 2025 季度，Farmers & Merchants Trust Co of Long Beach 按市值排列的前三大核心持股分別為：FMBL (8.8%)、MSFT (7.3%)、AAPL (6.8%)。其中最大持股部位 FMBL 佔據整體投資組合約 8.8% 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
CB
市值: US$165.3萬
本季最大獲利了結 / 清倉標的
CI
前期市值: US$255.6萬
在 Q3 2025 季度中，Farmers & Merchants Trust Co of Long Beach 共進行了 49 項持倉異動，包含新建倉 6 個部位、加碼 28 個部位、減碼 12 個部位以及清倉 3 個部位。 其中最大新建倉標的為 CB。 本季清倉部位包含 CI。
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。