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: 0000038777
申報總市值
US$4618.8億
US$4618.8億
3107 檔
15.7%
Q3 2025 季度申報顯示，Franklin Resources Inc 揭露的美股組合總市值為 US$4618.8億，涵蓋 3107 個不同之權益投資部位。
Franklin Resources Inc 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 107 檔持股的同時，亦同步清倉 3 檔並減碼 87 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, NVDA, AMZN）占據了總市值的 15.7%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 3107 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 | MSFT | Microsoft CORP | 股票-科技 | 5.19% | +0.38% | -0.23% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.64% | -0.17% | +0.49% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.93% | +0.32% | +2.93% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.89% | +1.32% | +2.86% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.43% | -0.15% | +3.96% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.14% | -0.82% | +10.93% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.56% | -0.21% | -1.20% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | -0.44% | +7.38% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 1.06% | -0.09% | -1.99% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.02% | -3.22% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.96% | +0.39% | -11.62% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 0.92% | -0.22% | -1.83% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.92% | +0.18% | +1.54% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | -0.13% | +8.31% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.87% | -0.22% | -3.97% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.84% | +0.31% | -3.68% | |
| 17 | C | Citigroup Inc | 股票-金融 | 0.83% | +0.01% | +1.80% | |
| 18 | TSLA | Tesla Inc | 股票-循環性消費 | 0.75% | -0.06% | +5.79% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.75% | -0.08% | -7.57% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 0.73% | -0.01% | +4.42% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.72% | — | +0.23% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.72% | -0.03% | +20.99% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.24% | +1.34% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | +0.09% | -14.91% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.65% | — | -6.27% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.65% | — | +15.12% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 0.64% | -0.08% | -1.01% | |
| 28 | COF | Capital One Financial CORP | 股票-金融 | 0.63% | -0.03% | +12.76% | |
| 29 | NFLX | Netflix Inc | 股票-通訊服務 | 0.61% | -0.30% | +0.28% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.61% | +0.02% | -16.14% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | -0.24% | -5.54% | |
| 32 | PM | Philip Morris International | 股票-非循環性消費 | 0.55% | +0.09% | +6.09% | |
| 33 | HON | Honeywell International Inc | 股票-工業 | 0.54% | -0.75% | EXIT | |
| 34 | BLK | Blackrock Inc | 股票-金融 | 0.53% | -0.25% | -9.39% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.53% | -0.10% | -3.32% | |
| 36 | MCK | Mckesson CORP | 股票-醫療保健 | 0.52% | -0.17% | +3.51% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.50% | +0.40% | +19.66% | |
| 38 | NOW | Servicenow Inc | 股票-科技 | 0.50% | -0.08% | -13.45% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.48% | +0.11% | -6.14% | |
| 40 | GM | General Motors Co | 股票-循環性消費 | 0.48% | -0.14% | +3.26% | |
| 41 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.47% | +0.04% | -8.15% | |
| 42 | LIN | Linde plc | 股票-原物料 | 0.46% | -0.02% | +4.75% | |
| 43 | NOC | Northrop Grumman CORP | 股票-工業 | 0.46% | -0.18% | +2.16% | |
| 44 | APP | Applovin Corp-class A | 股票-科技 | 0.44% | +0.01% | +24.94% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.43% | -0.13% | +4.38% | |
| 46 | FLCB | Franklin U.s. Core Bond ETF | ETF-其他 | 0.43% | -0.05% | -1.83% | |
| 47 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.43% | +0.03% | +4.96% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.42% | -0.01% | +18.92% | |
| 49 | CRH | CRH plc | 股票-原物料 | 0.42% | -0.06% | -7.68% | |
| 50 | PNC | Pnc Financial Services Group | 股票-金融 | 0.40% | +0.01% | -7.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +0.49% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | +10.93% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.1% | +3.96% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.9% | -0.23% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.4% | +2.93% | 加碼 |
| 6 | APP | Applovin Corp-class A | +0.3% | +24.94% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.3% | +5.79% | 加碼 |
| 8 | STX | Seagate Technology Holdings plc | +0.2% | -8.15% | 減碼 |
| 9 | CSCO | Cisco Systems Inc | +0.2% | +4.42% | 加碼 |
| 10 | BLK | Blackrock Inc | +0.2% | -9.39% | 加碼 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | -1.20% | 加碼 |
| 12 | BDX | Becton Dickinson And Co | +0.2% | +158.52% | 加碼 |
| 13 | C | Citigroup Inc | +0.2% | +1.80% | 加碼 |
| 14 | APH | Amphenol Corp-cl A | +0.2% | +2.39% | 加碼 |
| 15 | MRVL | Marvell Technology Inc | +0.2% | +46.99% | 加碼 |
| 16 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +4190.84% | 加碼 |
| 17 | PLD | Prologis Inc | +0.2% | -7.28% | 加碼 |
| 18 | RBLX | Roblox CORP -class A | +0.1% | +9.76% | 加碼 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -6.14% | 減碼 |
| 20 | GEV | GE Vernova Inc | +0.1% | +170.04% | 加碼 |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | +19.33% | 加碼 |
| 22 | BAC 7.25 PERP L債券 | Bank Of America CORP | +0.1% | +80564.35% | 加碼 |
| 23 | NFLX | Netflix Inc | +0.1% | +0.28% | 加碼 |
| 24 | URI | United Rentals Inc | +0.1% | +6.82% | 加碼 |
| 25 | FERG | Ferguson Enterprises Inc | +0.1% | +2.64% | 加碼 |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -11.62% | 減碼 |
| 27 | TMO | Thermo Fisher Scientific Inc | +0.1% | +20.99% | 加碼 |
| 28 | MS | Morgan Stanley | +0.1% | -5.55% | 加碼 |
| 29 | LRCX | Lam Research CORP | +0.1% | +1.26% | 加碼 |
| 30 | ANET | Arista Networks Inc | +0.1% | +22.53% | 加碼 |
| 31 | CEG | Constellation Energy | +0.1% | +49.50% | 加碼 |
| 32 | IBM | Intl Business Machines CORP | +0.1% | +64.69% | 加碼 |
| 33 | TDG | Transdigm Group Inc | +0.1% | +161.74% | 加碼 |
| 34 | CLS | Celestica Inc | +0.1% | +4.81% | 加碼 |
| 35 | JNJ | Johnson & Johnson | +0.1% | -5.54% | 減碼 |
| 36 | KLAC | Kla CORP | +0.1% | +12.05% | 加碼 |
| 37 | NEE | Nextera Energy Inc | +0.1% | -3.97% | 加碼 |
| 38 | COF | Capital One Financial CORP | +0.1% | +12.76% | 加碼 |
| 39 | NOC | Northrop Grumman CORP | +0.1% | +2.16% | 加碼 |
| 40 | GS | Goldman Sachs Group Inc | +0.1% | -3.69% | 減碼 |
| 41 | HOOD | Robinhood Markets Inc - A | +0.1% | +61.84% | 加碼 |
| 42 | UBER | Uber Technologies Inc | +0.1% | +10.65% | 加碼 |
| 43 | KTOS | Kratos Defense & Security | +0.1% | -15.71% | 加碼 |
| 44 | SCHW | Schwab (charles) CORP | +0.1% | +0.23% | 加碼 |
| 45 | GM | General Motors Co | +0.1% | +3.26% | 加碼 |
| 46 | PHM | Pultegroup Inc | +0.1% | +4.96% | 加碼 |
| 47 | SHOP | Shopify Inc - Class A | +0.1% | -8.38% | 減碼 |
| 48 | GE | General Electric | +0.1% | +22.66% | 加碼 |
| 49 | SPOT | Spotify Technology S.A. | +0.1% | -4.08% | 加碼 |
| 50 | NET | Cloudflare Inc - Class A | +0.1% | -10.54% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Franklin Resources Inc 在 Q3 2025 季度的美股持倉總市值約為 US$4618.8億，共申報了 3107 個公開持股部位。
在 Q3 2025 季度，Franklin Resources Inc 按市值排列的前三大核心持股分別為：MSFT (5.2%)、NVDA (4.6%)、AMZN (2.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.2% 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
AII
市值: US$2.3億
本季最大獲利了結 / 清倉標的
HES
前期市值: US$1.8億
在 Q3 2025 季度中，Franklin Resources Inc 共進行了 200 項持倉異動，包含新建倉 3 個部位、加碼 107 個部位、減碼 87 個部位以及清倉 3 個部位。 其中最大新建倉標的為 AII。 本季清倉部位包含 HES。
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。