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。
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CIK: 0001599746
申報總市值
US$7.1億
US$7.1億
162 檔
24.1%
在 Q3 2025 的 13F 官方備案中，Hamilton Point Investment Advisors, LLC 管理的美股投資組合規模來到 US$7.1億，整體持股檔數為 162 檔。
數據顯示 Hamilton Point Investment Advisors, LLC 於 Q3 2025 季度持續回收資金，對 38 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Hamilton Point Investment Advisors, LLC 的前 5 大核心持股（包含 BRK-A, BNDX, MSFT 等）合計佔整體申報市值的 24.1%，反映機構在主要關鍵部位上的權重分佈。
| # | 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-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 8.12% | -0.96% | — | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 6.40% | -0.36% | +6.69% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.29% | -0.30% | -0.17% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.97% | +0.16% | -0.19% | |
| 5 | EME | Emcor Group Inc | 股票-工業 | 3.92% | +0.09% | +0.10% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.28% | +0.47% | -0.42% | |
| 7 | AXP | American Express Co | 股票-金融 | 3.27% | +0.06% | +0.07% | |
| 8 | RTX | Rtx CORP | 股票-工業 | 3.05% | -0.39% | -0.00% | |
| 9 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.40% | -0.36% | +0.11% | |
| 10 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.27% | -0.60% | +1.65% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.09% | +0.11% | +1.75% | |
| 12 | ADP | Automatic Data Processing | 股票-科技 | 1.82% | -0.02% | -0.25% | |
| 13 | DE | Deere & Co | 股票-工業 | 1.75% | +0.05% | -0.18% | |
| 14 | ETN | Eaton Corporation plc | 股票-工業 | 1.72% | +0.14% | +0.37% | |
| 15 | AMGN | Amgen Inc | 股票-醫療保健 | 1.49% | -0.12% | +0.02% | |
| 16 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.48% | -0.11% | -0.42% | |
| 17 | FFIV | F5 Inc | 股票-科技 | 1.47% | — | -0.33% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.42% | +0.03% | +0.16% | |
| 19 | HUBB | Hubbell Inc | 股票-工業 | 1.30% | -0.03% | +0.33% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | +0.03% | -0.09% | |
| 21 | NICE | Nice LTD - Spon Adr | 股票-科技 | 1.29% | — | -0.08% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.24% | -0.23% | — | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.20% | -0.17% | +0.51% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 1.20% | +0.06% | +0.15% | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 1.20% | -0.12% | -0.06% | |
| 26 | LFUS | Littelfuse Inc | 股票-科技 | 1.19% | +0.35% | -0.13% | |
| 27 | CMI | Cummins Inc | 股票-工業 | 1.18% | +0.34% | +0.19% | |
| 28 | RELX | Relx PLC - Spon Adr | 股票-工業 | 1.17% | -0.11% | +1.88% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.17% | -0.09% | +0.17% | |
| 30 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.16% | +0.20% | -0.23% | |
| 31 | MAIN | Main Street Capital CORP | 股票-金融 | 1.14% | -0.10% | +0.32% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 1.12% | +0.48% | -0.00% | |
| 33 | WMT | Walmart Inc | 股票-非循環性消費 | 1.06% | -0.20% | -0.06% | |
| 34 | DELL | Dell Technologies -c | 股票-科技 | 1.05% | +1.70% | +1.04% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 1.02% | -0.16% | -0.22% | |
| 36 | UL | Unilever PLC | 股票-非循環性消費 | 0.97% | — | +1.49% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.96% | -0.35% | -0.73% | |
| 38 | MGRC | Mcgrath Rentcorp | 股票-其他 | 0.95% | — | +0.25% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | +0.05% | -0.12% | |
| 40 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.89% | -0.72% | EXIT | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.86% | -0.22% | +0.97% | |
| 42 | ROP | Roper Technologies Inc | 股票-科技 | 0.86% | -0.13% | -0.18% | |
| 43 | BR | Broadridge Financial Solutio | 股票-科技 | 0.85% | -0.14% | +0.30% | |
| 44 | WSO | Watsco Inc | 股票-工業 | 0.82% | +0.02% | +0.39% | |
| 45 | WM | Waste Management Inc | 股票-工業 | 0.82% | -0.10% | +0.40% | |
| 46 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.82% | -0.11% | +0.61% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.74% | +0.04% | — | |
| 48 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.73% | -0.01% | +0.48% | |
| 49 | BIPC | Brookfield Infrastructure-a | 股票-公用事業 | 0.73% | -0.07% | +3.60% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.72% | -0.13% | +0.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EME | Emcor Group Inc | +1.3% | +0.10% | 減碼 |
| 2 | DELL | Dell Technologies -c | +1% | +1.04% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.8% | -0.42% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.6% | -0.17% | 減碼 |
| 5 | IAU | Ishares Gold Trust | +0.5% | +1.65% | 加碼 |
| 6 | AVUV | Avantis US Small Cap Value | +0.4% | +1.75% | 加碼 |
| 7 | ETN | Eaton Corporation plc | +0.3% | +0.37% | 減碼 |
| 8 | NVDA | Nvidia CORP | +0.3% | -0.12% | 減碼 |
| 9 | RTX | Rtx CORP | +0.2% | -0.00% | 減碼 |
| 10 | CMI | Cummins Inc | +0.1% | +0.19% | 減碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +0.16% | 減碼 |
| 12 | HUBB | Hubbell Inc | +0.1% | +0.33% | 減碼 |
| 13 | AXP | American Express Co | +0.1% | +0.07% | 減碼 |
| 14 | SCHB | Schwab US Broad Market ETF | +0.1% | +347.55% | 加碼 |
| 15 | LFUS | Littelfuse Inc | +0.1% | -0.13% | 減碼 |
| 16 | TJX | Tjx Companies Inc | 0% | +0.11% | 減碼 |
| 17 | WMT | Walmart Inc | 0% | -0.06% | 減碼 |
| 18 | BIPC | Brookfield Infrastructure-a | 0% | +3.60% | 加碼 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | 減碼 |
| 20 | IBM | Intl Business Machines CORP | 0% | +0.15% | 減碼 |
| 21 | GPC | Genuine Parts Co | 0% | +0.48% | 減碼 |
| 22 | FFIV | F5 Inc | 0% | -0.33% | 減碼 |
| 23 | MAIN | Main Street Capital CORP | -0.1% | +0.32% | 減碼 |
| 24 | CSCO | Cisco Systems Inc | -0.1% | -0.00% | 減碼 |
| 25 | EOG | Eog Resources Inc | -0.2% | +0.79% | 減碼 |
| 26 | AAPL | Apple Inc | -0.2% | -0.19% | 減碼 |
| 27 | CL | Colgate-palmolive Co | -0.3% | +0.11% | 減碼 |
| 28 | RELX | Relx PLC - Spon Adr | -0.3% | +1.88% | 減碼 |
| 29 | PAYX | Paychex Inc | -0.3% | +0.24% | 減碼 |
| 30 | V | Visa Inc-class A Shares | -0.3% | -0.09% | 減碼 |
| 31 | DHR | Danaher CORP | -0.3% | -0.06% | 減碼 |
| 32 | ADBE | Adobe Inc | -0.4% | -0.22% | 減碼 |
| 33 | NICE | Nice LTD - Spon Adr | -0.4% | -0.08% | 減碼 |
| 34 | ROP | Roper Technologies Inc | -0.4% | -0.18% | 減碼 |
| 35 | DE | Deere & Co | -0.4% | -0.18% | 減碼 |
| 36 | WSO | Watsco Inc | -0.4% | +0.39% | 減碼 |
| 37 | BDX | Becton Dickinson And Co | -0.4% | -0.15% | 減碼 |
| 38 | AMGN | Amgen Inc | -0.5% | +0.02% | 減碼 |
| 39 | WSM | Williams-sonoma Inc | -0.5% | -0.23% | 減碼 |
| 40 | ADP | Automatic Data Processing | -0.5% | -0.25% | 減碼 |
| 41 | ACN | Accenture plc | -0.5% | -0.73% | 減碼 |
| 42 | CHD | Church & Dwight Co Inc | -0.8% | -0.42% | 減碼 |
| 43 | WM | Waste Management Inc | -0.8% | +0.40% | 減碼 |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | -1.8% | — | 不變 |
| 45 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | 新建倉 |
| 46 | CRM | Salesforce Inc | — | NEW | 新建倉 |
| 47 | POOL | Pool CORP | — | EXIT | 清倉 |
| 48 | COO | Cooper Cos Inc/the | — | EXIT | 清倉 |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | — | EXIT | 清倉 |
| 50 | STX | Seagate Technology Holdings plc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Hamilton Point Investment Advisors, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$7.1億，共申報了 162 個公開持股部位。
在 Q3 2025 季度，Hamilton Point Investment Advisors, LLC 按市值排列的前三大核心持股分別為：BRK-A (8.1%)、BNDX (6.4%)、MSFT (4.3%)。其中最大持股部位 BRK-A 佔據整體投資組合約 8.1% 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
BNDX
市值: US$4101.9萬
本季最大獲利了結 / 清倉標的
POOL
前期市值: US$462.3萬
在 Q3 2025 季度中，Hamilton Point Investment Advisors, LLC 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 5 個部位、減碼 38 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BNDX。 本季清倉部位包含 POOL。
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。