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: 0001084207
申報總市值
US$2.8億
US$2.8億
47 檔
39.8%
在 Q3 2025 申報期間，Hendley & Co Inc（CIK: 0001084207）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$2.8億，共持有 47 個公開申報部位。
從 Q3 2025 申報觀察，Hendley & Co Inc 採取防禦導向的調倉策略，本季減碼 22 檔個股並出清 8 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Hendley & Co Inc 的前 5 大核心持股（包含 BRK-B, V, MSFT 等）合計佔整體申報市值的 39.8%，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-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 8.90% | -0.03% | -1.31% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 8.30% | +0.60% | -1.43% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.22% | -1.81% | -1.38% | |
| 4 | APH | Amphenol Corp-cl A | 股票-科技 | 6.55% | +0.53% | +2.19% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.26% | +0.62% | -1.28% | |
| 6 | PH | Parker Hannifin CORP | 股票-工業 | 5.13% | +0.18% | -1.28% | |
| 7 | ABT | Abbott Laboratories | 股票-醫療保健 | 4.71% | -0.61% | -0.99% | |
| 8 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 4.36% | -0.53% | +29.62% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.38% | +0.24% | -0.90% | |
| 10 | ETN | Eaton Corporation plc | 股票-工業 | 3.15% | +0.46% | +2.31% | |
| 11 | UNP | Union Pacific CORP | 股票-工業 | 2.93% | +0.29% | -0.60% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.74% | -0.84% | -1.27% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.53% | -0.10% | -0.08% | |
| 14 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.45% | -0.47% | -1.54% | |
| 15 | COP | Conocophillips | 股票-能源 | 2.36% | -0.70% | -1.81% | |
| 16 | AMAT | Applied Materials Inc | 股票-科技 | 2.11% | +0.06% | -2.09% | |
| 17 | EOG | Eog Resources Inc | 股票-能源 | 2.04% | -0.39% | +0.58% | |
| 18 | SYK | Stryker CORP | 股票-醫療保健 | 2.00% | -0.17% | +16.52% | |
| 19 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.86% | — | -0.64% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.78% | -0.03% | -2.39% | |
| 21 | LIN | Linde plc | 股票-原物料 | 1.77% | +0.02% | +16.38% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | +0.02% | +2.15% | |
| 23 | AZO | Autozone Inc | 股票-循環性消費 | 1.64% | -0.12% | -1.88% | |
| 24 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.57% | -0.34% | -3.65% | |
| 25 | AEP | American Electric Power | 股票-公用事業 | 1.55% | +0.07% | +2.77% | |
| 26 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 1.46% | — | -0.77% | |
| 27 | HON | Honeywell International Inc | 股票-工業 | 1.40% | -2.05% | EXIT | |
| 28 | PM | Philip Morris International | 股票-非循環性消費 | 1.34% | +0.08% | +168.50% | |
| 29 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 1.22% | — | -4.25% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.99% | -0.28% | — | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | -0.84% | EXIT | |
| 32 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.60% | +0.19% | -11.62% | |
| 33 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.41% | +0.05% | -59.21% | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.38% | +1.01% | -4.82% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.37% | +0.05% | — | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.33% | — | -63.99% | |
| 37 | GLW | Corning Inc | 股票-科技 | 0.25% | — | +13.72% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.25% | — | — | |
| 39 | ✓ | 股票-其他 | 0.25% | +0.83% | — | ||
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.23% | +0.01% | -4.18% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.14% | — | -90.15% | |
| 42 | AMGN | Amgen Inc | 股票-醫療保健 | 0.13% | — | -5.07% | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.12% | +0.02% | — | |
| 44 | IDA | Idacorp Inc | 股票-公用事業 | 0.11% | — | +23.92% | |
| 45 | ✓ | 股票-其他 | 0.09% | +0.02% | — | ||
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.08% | — | — | |
| 47 | PSX | Phillips 66 | 股票-能源 | 0.07% | -0.01% | -18.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +2.9% | +2.19% | 加碼 |
| 2 | WPM | Wheaton Precious Metals CORP | +1.9% | +29.62% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.8% | -1.38% | 減碼 |
| 4 | PH | Parker Hannifin CORP | +1.7% | -1.28% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +1% | -0.90% | 加碼 |
| 6 | SYK | Stryker CORP | +0.9% | +16.52% | 加碼 |
| 7 | ETN | Eaton Corporation plc | +0.9% | +2.31% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.7% | +2.15% | 加碼 |
| 9 | PM | Philip Morris International | +0.6% | +168.50% | 加碼 |
| 10 | AMAT | Applied Materials Inc | +0.5% | -2.09% | 減碼 |
| 11 | TJX | Tjx Companies Inc | +0.2% | -4.82% | 加碼 |
| 12 | AZO | Autozone Inc | +0.1% | -1.88% | 減碼 |
| 13 | AXP | American Express Co | +0.1% | — | 加碼 |
| 14 | ✓ | +0.1% | — | 不變 | |
| 15 | JNJ | Johnson & Johnson | 0% | -2.39% | 減碼 |
| 16 | AEP | American Electric Power | — | +2.77% | 加碼 |
| 17 | AZNN | Astrazeneca Plc-spons Adr | 0% | -0.64% | 加碼 |
| 18 | HSY | Hershey Co/the | 0% | -3.65% | 減碼 |
| 19 | KO | Coca-cola Co/the | 0% | -4.18% | 減碼 |
| 20 | AMGN | Amgen Inc | 0% | -5.07% | 減碼 |
| 21 | AAPL | Apple Inc | -0.1% | -1.28% | 減碼 |
| 22 | COST | Costco Wholesale CORP | -0.1% | — | 減碼 |
| 23 | ABT | Abbott Laboratories | -0.1% | -0.99% | 加碼 |
| 24 | PSX | Phillips 66 | -0.2% | -18.01% | 減碼 |
| 25 | GLW | Corning Inc | -0.2% | +13.72% | 減碼 |
| 26 | ACGL | Arch Capital Group Ltd. | -0.2% | -4.25% | 減碼 |
| 27 | UNP | Union Pacific CORP | -0.2% | -0.60% | 減碼 |
| 28 | BF-B | Brown-forman Corp-class B | -0.3% | -11.62% | 減碼 |
| 29 | PEP | Pepsico Inc | -0.4% | -1.54% | 減碼 |
| 30 | EOG | Eog Resources Inc | -0.4% | +0.58% | 加碼 |
| 31 | PG | Procter & Gamble Co/the | -0.4% | -0.08% | 加碼 |
| 32 | CVX | Chevron CORP | -0.4% | -1.27% | 減碼 |
| 33 | COP | Conocophillips | -0.5% | -1.81% | 減碼 |
| 34 | TROW | T Rowe Price Group Inc | -0.6% | -59.21% | 減碼 |
| 35 | V | Visa Inc-class A Shares | -0.9% | -1.43% | 減碼 |
| 36 | ORCL | Oracle CORP | -1.3% | -63.99% | 減碼 |
| 37 | ADBE | Adobe Inc | -1.5% | -90.15% | 減碼 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -2.2% | -1.31% | 減碼 |
| 39 | LIN | Linde plc | — | NEW | 新建倉 |
| 40 | GD | General Dynamics CORP | — | EXIT | 清倉 |
| 41 | RS | Reliance Inc | — | EXIT | 清倉 |
| 42 | MLM | Martin Marietta Materials | — | EXIT | 清倉 |
| 43 | APD | Air Products & Chemicals Inc | — | EXIT | 清倉 |
| 44 | JPM | Jpmorgan Chase & Co | — | EXIT | 清倉 |
| 45 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 46 | CL | Colgate-palmolive Co | — | EXIT | 清倉 |
| 47 | IDA | Idacorp Inc | — | NEW | 新建倉 |
| 48 | CB | Chubb Limited | — | EXIT | 清倉 |
| 49 | ✓ | — | NEW | 新建倉 | |
| 50 | BDX | Becton Dickinson And Co | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Hendley & Co Inc 在 Q3 2025 季度的美股持倉總市值約為 US$2.8億，共申報了 47 個公開持股部位。
在 Q3 2025 季度，Hendley & Co Inc 按市值排列的前三大核心持股分別為：BRK-B (8.9%)、V (8.3%)、MSFT (8.2%)。其中最大持股部位 BRK-B 佔據整體投資組合約 8.9% 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
LIN
市值: US$533.2萬
本季最大獲利了結 / 清倉標的
GD
前期市值: US$384.4萬
在 Q3 2025 季度中，Hendley & Co Inc 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 15 個部位、減碼 22 個部位以及清倉 8 個部位。 其中最大新建倉標的為 LIN。 本季清倉部位包含 GD。
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。