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: 0000939219
申報總市值
US$17.3億
US$17.3億
223 檔
24.4%
Lee Danner & Bass Inc 在 Q2 2025 季度的美股部位總計估值為 US$17.3億，分散於 223 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q2 2025 申報觀察，Lee Danner & Bass Inc 採取防禦導向的調倉策略，本季減碼 29 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 HCA, BRK-B, MSFT）累計市值佔比達 24.4%，是驅動 Lee Danner & Bass Inc 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 223 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 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 11.83% | -2.75% | -0.88% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 10.81% | -0.48% | -0.84% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.73% | -0.17% | -0.76% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.71% | +0.10% | -4.20% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.90% | +0.37% | -0.82% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.69% | +0.10% | +2.40% | |
| 7 | ACN | Accenture plc | 股票-科技 | 2.55% | -0.50% | -4.35% | |
| 8 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.04% | +0.18% | -0.34% | |
| 9 | URI | United Rentals Inc | 股票-工業 | 1.92% | +0.61% | -0.05% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.79% | +0.05% | +0.97% | |
| 11 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 1.68% | — | -0.25% | |
| 12 | RTX | Rtx CORP | 股票-工業 | 1.61% | -0.16% | -0.54% | |
| 13 | FISV | Fiserv Inc | 股票-其他 | 1.42% | -0.06% | +23.53% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | -1.61% | EXIT | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.30% | -0.08% | -5.29% | |
| 16 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.25% | -0.15% | +0.35% | |
| 17 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.20% | -0.86% | -0.20% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.18% | -0.06% | +1.57% | |
| 19 | CAT | Caterpillar Inc | 股票-工業 | 1.16% | +0.47% | -0.22% | |
| 20 | FDX | Fedex CORP | 股票-工業 | 1.13% | -0.26% | -0.76% | |
| 21 | L | Loews CORP | 股票-金融 | 1.13% | -0.16% | -1.28% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.11% | -0.07% | -4.31% | |
| 23 | SYY | Sysco CORP | 股票-非循環性消費 | 1.10% | +0.06% | +0.87% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.06% | -0.05% | -2.37% | |
| 25 | RSG | Republic Services Inc | 股票-工業 | 1.05% | -0.09% | -3.96% | |
| 26 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.03% | -0.06% | -0.15% | |
| 27 | PM | Philip Morris International | 股票-非循環性消費 | 0.98% | — | -2.06% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.97% | -0.17% | -1.40% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | +0.09% | +0.23% | |
| 30 | MDT | Medtronic plc | 股票-醫療保健 | 0.82% | -0.02% | +0.63% | |
| 31 | HD | Home Depot Inc | 股票-循環性消費 | 0.79% | +0.01% | -0.33% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.76% | +0.01% | +0.45% | |
| 33 | CXW | Corecivic Inc | 股票-其他 | 0.73% | +1.18% | -0.85% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | +0.03% | +7.54% | |
| 35 | HON | Honeywell International Inc | 股票-工業 | 0.60% | -0.56% | EXIT | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.01% | -6.24% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.58% | -0.02% | -3.88% | |
| 38 | CMP | Compass Minerals Internation | 股票-其他 | 0.53% | +0.15% | -1.45% | |
| 39 | BN | Brookfield CORP | 股票-金融 | 0.53% | -0.01% | -4.75% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 0.50% | -0.03% | -0.35% | |
| 41 | GEO | Geo Group Inc/the | 股票-其他 | 0.49% | +0.45% | — | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.49% | -0.01% | -0.63% | |
| 43 | RF | Regions Financial CORP | 股票-金融 | 0.47% | +0.03% | -0.44% | |
| 44 | BA | Boeing Co/the | 股票-工業 | 0.47% | — | +2.29% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.46% | +0.14% | +65.86% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | +0.14% | -2.68% | |
| 47 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 0.44% | -0.05% | — | |
| 48 | SYK | Stryker CORP | 股票-醫療保健 | 0.44% | +0.05% | -0.91% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.43% | +1.19% | +3.32% | |
| 50 | MMM | 3m Co | 股票-工業 | 0.43% | — | -0.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -0.76% | 減碼 |
| 2 | HCA | Hca Healthcare Inc | +0.6% | -0.88% | 減碼 |
| 3 | CRM | Salesforce Inc | +0.4% | NEW | 新建倉 |
| 4 | GS | Goldman Sachs Group Inc | +0.4% | -0.34% | 減碼 |
| 5 | AMZN | Amazon.com Inc | +0.3% | +2.40% | 加碼 |
| 6 | CMP | Compass Minerals Internation | +0.3% | -1.45% | 減碼 |
| 7 | NVDA | Nvidia CORP | +0.3% | +0.23% | 加碼 |
| 8 | ORCL | Oracle CORP | +0.3% | +0.45% | 加碼 |
| 9 | URI | United Rentals Inc | +0.3% | -0.05% | 減碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.82% | 減碼 |
| 11 | DIS | Walt Disney Co/the | +0.2% | +1.57% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -4.31% | 減碼 |
| 13 | VSAT | Viasat Inc | +0.2% | +43.56% | 加碼 |
| 14 | CAT | Caterpillar Inc | +0.1% | -0.22% | 減碼 |
| 15 | SRE | Sempra | +0.1% | +37.01% | 加碼 |
| 16 | BAC | Bank Of America CORP | +0.1% | +7.54% | 加碼 |
| 17 | HSIC | Henry Schein Inc | +0.1% | +44.63% | 加碼 |
| 18 | CLF | Cleveland-cliffs Inc | +0.1% | +143.46% | 加碼 |
| 19 | RTX | Rtx CORP | +0.1% | -0.54% | 減碼 |
| 20 | BA | Boeing Co/the | +0.1% | +2.29% | 加碼 |
| 21 | IRM | Iron Mountain Inc | +0.1% | +15.75% | 加碼 |
| 22 | PM | Philip Morris International | +0.1% | -2.06% | 減碼 |
| 23 | AEM | Agnico Eagle Mines LTD | +0.1% | -0.20% | 減碼 |
| 24 | WMT | Walmart Inc | +0.1% | -1.40% | 減碼 |
| 25 | ADBE | Adobe Inc | +0.1% | NEW | 新建倉 |
| 26 | BN | Brookfield CORP | 0% | -4.75% | 減碼 |
| 27 | PANW | Palo Alto Networks Inc | 0% | +4.73% | 加碼 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -6.24% | 減碼 |
| 29 | PNW | Pinnacle West Capital Corporation | — | -0.25% | 減碼 |
| 30 | NOV | Nov Inc | -0.1% | — | 不變 |
| 31 | AGG | Ishares Core U.s. Aggregate | -0.1% | -73.08% | 減碼 |
| 32 | TGNA | Tegna Inc | -0.1% | -7.20% | 減碼 |
| 33 | UPS | United Parcel Service-cl B | -0.1% | -0.63% | 減碼 |
| 34 | AMGN | Amgen Inc | -0.1% | -0.35% | 減碼 |
| 35 | CVX | Chevron CORP | -0.1% | — | 不變 |
| 36 | CMCSA | Comcast Corp-class A | -0.1% | -21.95% | 減碼 |
| 37 | HAL | Halliburton Co | -0.1% | +3.37% | 加碼 |
| 38 | LOW | Lowe's Cos Inc | -0.1% | +0.35% | 加碼 |
| 39 | FISV | Fiserv Inc | -0.1% | +23.53% | 加碼 |
| 40 | DXC | Dxc Technology Co | -0.1% | -45.36% | 減碼 |
| 41 | SLB | Slb LTD | -0.1% | -4.54% | 減碼 |
| 42 | MRK | Merck & Co. Inc. | -0.1% | -3.88% | 減碼 |
| 43 | GEO | Geo Group Inc/the | -0.1% | — | 不變 |
| 44 | FDX | Fedex CORP | -0.1% | -0.76% | 減碼 |
| 45 | PG | Procter & Gamble Co/the | -0.2% | -2.37% | 減碼 |
| 46 | XOM | Exxon Mobil CORP | -0.2% | +2.05% | 加碼 |
| 47 | JNJ | Johnson & Johnson | -0.2% | -5.29% | 減碼 |
| 48 | ACN | Accenture plc | -0.3% | -4.35% | 減碼 |
| 49 | AAPL | Apple Inc | -0.7% | -4.20% | 減碼 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -1.6% | -0.84% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Lee Danner & Bass Inc 在 Q2 2025 季度的美股持倉總市值約為 US$17.3億，共申報了 223 個公開持股部位。
在 Q2 2025 季度，Lee Danner & Bass Inc 按市值排列的前三大核心持股分別為：HCA (11.8%)、BRK-B (10.8%)、MSFT (3.7%)。其中最大持股部位 HCA 佔據整體投資組合約 11.8% 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
CRM
市值: US$537.7萬
本季最大獲利了結 / 清倉標的
BRK-B
前期市值: US$1.5億
在 Q2 2025 季度中，Lee Danner & Bass Inc 共進行了 47 項持倉異動，包含新建倉 2 個部位、加碼 16 個部位、減碼 29 個部位以及清倉 0 個部位。 其中最大新建倉標的為 CRM。
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。