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: 0001314377
申報總市值
US$4.0億
US$4.0億
73 檔
26.7%
Kidder Stephen W 在 Q3 2025 季度的美股部位總計估值為 US$4.0億，分散於 73 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q3 2025 申報觀察，Kidder Stephen W 採取防禦導向的調倉策略，本季減碼 43 檔個股並出清 6 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，Kidder Stephen W 的前 5 大核心持股（包含 AAPL, GOOGL, MSFT 等）合計佔整體申報市值的 26.7%，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 | AAPL | Apple Inc | 股票-科技 | 10.12% | -0.28% | -0.29% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.07% | +0.18% | -1.83% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.06% | -0.41% | -1.31% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.77% | -0.09% | -5.22% | |
| 5 | ADP | Automatic Data Processing | 股票-科技 | 4.26% | -0.16% | -2.12% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 4.14% | -0.39% | -0.75% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.94% | -0.05% | -0.80% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.57% | -0.50% | -1.42% | |
| 9 | RTX | Rtx CORP | 股票-工業 | 3.49% | -0.58% | -6.55% | |
| 10 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.46% | -0.65% | -0.76% | |
| 11 | ADI | Analog Devices Inc | 股票-科技 | 3.42% | +0.07% | -0.68% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 3.21% | -0.18% | +0.10% | |
| 13 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.00% | -0.60% | -0.41% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 2.88% | +3.93% | -5.79% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.64% | -0.32% | +0.92% | |
| 16 | FISV | Fiserv Inc | 股票-其他 | 2.62% | -0.84% | -0.18% | |
| 17 | ATR | Aptargroup Inc | 股票-醫療保健 | 2.40% | -0.46% | -0.64% | |
| 18 | ROK | Rockwell Automation Inc | 股票-工業 | 2.36% | +0.47% | -6.41% | |
| 19 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 2.26% | +0.09% | +0.71% | |
| 20 | XYL | Xylem Inc | 股票-工業 | 2.06% | -0.25% | -0.51% | |
| 21 | DHR | Danaher CORP | 股票-醫療保健 | 2.05% | -0.31% | -1.21% | |
| 22 | CARR | Carrier Global CORP | 股票-工業 | 1.56% | -0.09% | -0.71% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.51% | -0.63% | +0.32% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.38% | +0.16% | +1.39% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.38% | -0.59% | -6.87% | |
| 26 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.32% | -0.06% | -13.42% | |
| 27 | UBER | Uber Technologies Inc | 股票-工業 | 0.92% | -0.20% | +52.85% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.04% | -2.44% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.89% | +0.54% | +30.61% | |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.88% | — | -14.83% | |
| 31 | DE | Deere & Co | 股票-工業 | 0.86% | -0.03% | -0.15% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.83% | -0.01% | -0.91% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.70% | +1.78% | +196.47% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.32% | — | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.65% | — | +8.13% | |
| 36 | AXP | American Express Co | 股票-金融 | 0.63% | +0.12% | +115.15% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.06% | -1.92% | |
| 38 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.51% | -0.15% | +70.48% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | +0.01% | -0.16% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.42% | -0.12% | -23.85% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.36% | -0.09% | -5.76% | |
| 42 | BA | Boeing Co/the | 股票-工業 | 0.35% | -0.02% | -3.86% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.29% | -0.01% | — | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.27% | -0.01% | -4.48% | |
| 45 | MMM | 3m Co | 股票-工業 | 0.26% | -0.01% | -4.09% | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.25% | -0.03% | +16.80% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.23% | — | -5.78% | |
| 48 | GAUAX | Gabelli Utilities-a | 股票-其他 | 0.21% | -0.04% | — | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.21% | +0.44% | +1.90% | |
| 50 | BR | Broadridge Financial Solutio | 股票-科技 | 0.20% | -0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.8% | -1.83% | 減碼 |
| 2 | NVDA | Nvidia CORP | +1.5% | -5.22% | 減碼 |
| 3 | MSFT | Microsoft CORP | +1% | -1.31% | 減碼 |
| 4 | AMD | Advanced Micro Devices | +0.8% | -5.79% | 減碼 |
| 5 | UBER | Uber Technologies Inc | +0.7% | +52.85% | 加碼 |
| 6 | AAPL | Apple Inc | +0.5% | -0.29% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.5% | +30.61% | 加碼 |
| 8 | ADI | Analog Devices Inc | +0.3% | -0.68% | 減碼 |
| 9 | SBGSY | Schneider Elect Se-unsp Adr | +0.3% | +0.71% | 加碼 |
| 10 | XYL | Xylem Inc | +0.2% | -0.51% | 減碼 |
| 11 | AMZN | Amazon.com Inc | +0.2% | -0.80% | 減碼 |
| 12 | TJX | Tjx Companies Inc | +0.1% | -0.41% | 減碼 |
| 13 | RTX | Rtx CORP | +0.1% | -6.55% | 減碼 |
| 14 | HD | Home Depot Inc | +0.1% | +0.10% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -2.44% | 減碼 |
| 16 | INTC | Intel CORP | +0.1% | +1.90% | 加碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -5.78% | 減碼 |
| 18 | BAC | Bank Of America CORP | +0.1% | -0.16% | 減碼 |
| 19 | BA | Boeing Co/the | 0% | -3.86% | 減碼 |
| 20 | GE | General Electric | 0% | — | 不變 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 減碼 |
| 22 | GS | Goldman Sachs Group Inc | 0% | -8.15% | 減碼 |
| 23 | NEE | Nextera Energy Inc | 0% | — | 加碼 |
| 24 | CRM | Salesforce Inc | 0% | +8.13% | 加碼 |
| 25 | MRK | Merck & Co. Inc. | 0% | +16.80% | 加碼 |
| 26 | STT | State Street CORP | 0% | — | 減碼 |
| 27 | VZ | Verizon Communications Inc | 0% | +14.62% | 加碼 |
| 28 | ✓ | Novozymes A S Dkk 2.0 | 0% | -4.97% | 加碼 |
| 29 | VFIAX | Vanguard 500 Index-adm | 0% | -6.25% | 減碼 |
| 30 | WMT | Walmart Inc | — | -5.76% | 減碼 |
| 31 | D | Dominion Energy Inc | — | — | 不變 |
| 32 | ROK | Rockwell Automation Inc | 0% | -6.41% | 減碼 |
| 33 | ABBV | Abbvie Inc | 0% | -0.91% | 減碼 |
| 34 | MMM | 3m Co | 0% | -4.09% | 減碼 |
| 35 | APD | Air Products & Chemicals Inc | 0% | — | 不變 |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | -7.14% | 減碼 |
| 37 | V | Visa Inc-class A Shares | 0% | -3.48% | 加碼 |
| 38 | SYK | Stryker CORP | 0% | — | 加碼 |
| 39 | BR | Broadridge Financial Solutio | 0% | — | 不變 |
| 40 | KO | Coca-cola Co/the | 0% | +9.04% | 加碼 |
| 41 | GAUAX | Gabelli Utilities-a | 0% | — | 不變 |
| 42 | PAYX | Paychex Inc | 0% | — | 減碼 |
| 43 | COST | Costco Wholesale CORP | 0% | -9.14% | 減碼 |
| 44 | UNP | Union Pacific CORP | 0% | -4.48% | 減碼 |
| 45 | JNJ | Johnson & Johnson | -0.1% | -1.42% | 減碼 |
| 46 | XOM | Exxon Mobil CORP | -0.1% | — | 減碼 |
| 47 | DE | Deere & Co | -0.1% | -0.15% | 減碼 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.92% | 減碼 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -64.02% | 減碼 |
| 50 | CARR | Carrier Global CORP | -0.3% | -0.71% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Kidder Stephen W 在 Q3 2025 季度的美股持倉總市值約為 US$4.0億，共申報了 73 個公開持股部位。
在 Q3 2025 季度，Kidder Stephen W 按市值排列的前三大核心持股分別為：AAPL (10.1%)、GOOGL (6.1%)、MSFT (5.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.1% 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
AMAT
市值: US$245.8萬
本季最大獲利了結 / 清倉標的
BALL
前期市值: US$79.6萬
在 Q3 2025 季度中，Kidder Stephen W 共進行了 74 項持倉異動，包含新建倉 9 個部位、加碼 16 個部位、減碼 43 個部位以及清倉 6 個部位。 其中最大新建倉標的為 AMAT。 本季清倉部位包含 BALL。
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。