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
234 檔
27.9%
在 Q4 2025 申報期間，Lee Danner & Bass Inc（CIK: 0000939219）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$17.3億，共持有 234 個公開申報部位。
數據顯示 Lee Danner & Bass Inc 於 Q4 2025 季度持續回收資金，對 28 個既有部位進行裁減並清倉 1 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，Lee Danner & Bass Inc 的前 5 大核心持股（包含 HCA, BRK-B, GOOG 等）合計佔整體申報市值的 27.9%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 234 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 | 12.98% | -2.75% | -1.47% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.54% | -0.48% | -7.00% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.57% | +0.37% | -0.80% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.30% | +0.10% | -2.01% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.30% | -0.17% | +1.64% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.57% | +0.10% | +0.88% | |
| 7 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.21% | +0.18% | -0.51% | |
| 8 | ACN | Accenture plc | 股票-科技 | 1.99% | -0.50% | -3.12% | |
| 9 | URI | United Rentals Inc | 股票-工業 | 1.88% | +0.61% | -0.45% | |
| 10 | RTX | Rtx CORP | 股票-工業 | 1.79% | -0.16% | -1.59% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.61% | +0.05% | +0.84% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.53% | -0.08% | -1.45% | |
| 13 | CAT | Caterpillar Inc | 股票-工業 | 1.49% | +0.47% | +0.77% | |
| 14 | PNFP | Pinnacle Financial Partners | 股票-金融 | 1.45% | +0.09% | — | |
| 15 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.41% | -0.86% | -10.93% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | -1.61% | EXIT | |
| 17 | FDX | Fedex CORP | 股票-工業 | 1.23% | -0.26% | +5.44% | |
| 18 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.22% | -0.15% | -0.14% | |
| 19 | L | Loews CORP | 股票-金融 | 1.08% | -0.16% | -8.91% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.04% | -0.07% | +16.13% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | +0.09% | +1.74% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.96% | -0.17% | -2.54% | |
| 23 | SYY | Sysco CORP | 股票-非循環性消費 | 0.96% | +0.06% | -1.85% | |
| 24 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.95% | -0.06% | -1.36% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | -0.05% | +1.29% | |
| 26 | UPS | United Parcel Service-cl B | 股票-工業 | 0.88% | -0.01% | +1.14% | |
| 27 | PM | Philip Morris International | 股票-非循環性消費 | 0.83% | — | +3.04% | |
| 28 | RSG | Republic Services Inc | 股票-工業 | 0.82% | -0.09% | -0.19% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.81% | +0.01% | +34.51% | |
| 30 | CXW | Corecivic Inc | 股票-其他 | 0.80% | +1.18% | +20.08% | |
| 31 | MDT | Medtronic plc | 股票-醫療保健 | 0.78% | -0.02% | -2.36% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | +0.01% | +9.04% | |
| 33 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.71% | -0.06% | -3.08% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | +0.03% | +0.09% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.67% | -0.02% | -3.55% | |
| 36 | VSAT | Viasat Inc | 股票-科技 | 0.63% | +1.85% | -8.62% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.63% | +0.01% | -2.42% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.61% | +1.19% | -3.67% | |
| 39 | HON | Honeywell International Inc | 股票-工業 | 0.56% | -0.56% | EXIT | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.52% | -0.06% | +3.11% | |
| 41 | AMGN | Amgen Inc | 股票-醫療保健 | 0.51% | -0.03% | -2.03% | |
| 42 | RF | Regions Financial CORP | 股票-金融 | 0.50% | +0.03% | — | |
| 43 | HAL | Halliburton Co | 股票-能源 | 0.49% | -0.14% | -5.27% | |
| 44 | BN | Brookfield CORP | 股票-金融 | 0.49% | -0.01% | +36.97% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.47% | +0.14% | -1.84% | |
| 46 | SRE | Sempra | 股票-公用事業 | 0.46% | -0.03% | +13.80% | |
| 47 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 0.46% | -0.05% | -1.43% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | +0.14% | -4.31% | |
| 49 | BA | Boeing Co/the | 股票-工業 | 0.44% | — | +0.72% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.44% | +0.03% | -1.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -0.80% | 減碼 |
| 2 | HCA | Hca Healthcare Inc | +0.8% | -1.47% | 減碼 |
| 3 | FDX | Fedex CORP | +0.3% | +5.44% | 加碼 |
| 4 | CAT | Caterpillar Inc | +0.2% | +0.77% | 加碼 |
| 5 | GS | Goldman Sachs Group Inc | +0.2% | -0.51% | 減碼 |
| 6 | UPS | United Parcel Service-cl B | +0.1% | +1.14% | 加碼 |
| 7 | AAPL | Apple Inc | +0.1% | -2.01% | 減碼 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +0.88% | 加碼 |
| 9 | JNJ | Johnson & Johnson | +0.1% | -1.45% | 減碼 |
| 10 | RTX | Rtx CORP | +0.1% | -1.59% | 減碼 |
| 11 | MRK | Merck & Co. Inc. | +0.1% | -3.55% | 減碼 |
| 12 | VTS | Vitesse Energy Inc | +0.1% | +81.72% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.05% | 減碼 |
| 14 | CXW | Corecivic Inc | +0.1% | +20.08% | 加碼 |
| 15 | WTM | White Mountains Insurance Group, Ltd. | +0.1% | -1.43% | 減碼 |
| 16 | ACN | Accenture plc | +0.1% | -3.12% | 減碼 |
| 17 | PINK | Simplify Health Care ETF | +0.1% | +6.53% | 加碼 |
| 18 | IRM | Iron Mountain Inc | +0.1% | +53.13% | 加碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +9.04% | 加碼 |
| 20 | CRM | Salesforce Inc | +0.1% | +3.11% | 加碼 |
| 21 | DHR | Danaher CORP | +0.1% | +10.32% | 加碼 |
| 22 | XOM | Exxon Mobil CORP | +0.1% | -0.98% | 減碼 |
| 23 | AMGN | Amgen Inc | +0.1% | -2.03% | 減碼 |
| 24 | HON | Honeywell International Inc | +0.1% | +20.41% | 加碼 |
| 25 | SCHW | Schwab (charles) CORP | +0.1% | +91.66% | 加碼 |
| 26 | WMT | Walmart Inc | 0% | -2.54% | 減碼 |
| 27 | SRE | Sempra | 0% | +13.80% | 加碼 |
| 28 | V | Visa Inc-class A Shares | 0% | +0.84% | 加碼 |
| 29 | BN | Brookfield CORP | -0.1% | +36.97% | 加碼 |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | -27.87% | 減碼 |
| 31 | NHI | Natl Health Investors Inc | -0.1% | -13.65% | 減碼 |
| 32 | JEF | Jefferies Financial Group In | -0.1% | -7.95% | 減碼 |
| 33 | ZTS | Zoetis Inc | -0.1% | -5.91% | 減碼 |
| 34 | L | Loews CORP | -0.1% | -8.91% | 減碼 |
| 35 | LOW | Lowe's Cos Inc | -0.1% | -0.14% | 減碼 |
| 36 | PG | Procter & Gamble Co/the | -0.1% | +1.29% | 加碼 |
| 37 | RSG | Republic Services Inc | -0.1% | -0.19% | 減碼 |
| 38 | TGNA | Tegna Inc | -0.1% | -8.87% | 減碼 |
| 39 | ORCL | Oracle CORP | -0.1% | +34.51% | 加碼 |
| 40 | GEO | Geo Group Inc/the | -0.1% | — | 不變 |
| 41 | SYY | Sysco CORP | -0.1% | -1.85% | 減碼 |
| 42 | HD | Home Depot Inc | -0.1% | -2.42% | 減碼 |
| 43 | MDLZ | Mondelez International Inc-a | -0.2% | -3.08% | 減碼 |
| 44 | AEM | Agnico Eagle Mines LTD | -0.2% | -10.93% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.2% | +1.64% | 加碼 |
| 46 | URI | United Rentals Inc | -0.4% | -0.45% | 減碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | -7.00% | 減碼 |
| 48 | FISV | Fiserv Inc | -1% | -64.25% | 減碼 |
| 49 | PNFP | Pinnacle Financial Partners | — | NEW | 新建倉 |
| 50 | PNW | Pinnacle West Capital Corporation | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Lee Danner & Bass Inc 在 Q4 2025 季度的美股持倉總市值約為 US$17.3億，共申報了 234 個公開持股部位。
在 Q4 2025 季度，Lee Danner & Bass Inc 按市值排列的前三大核心持股分別為：HCA (13.0%)、BRK-B (9.5%)、GOOG (4.6%)。其中最大持股部位 HCA 佔據整體投資組合約 13.0% 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
PNFP
市值: US$2021.7萬
本季最大獲利了結 / 清倉標的
PNW
前期市值: US$1875.3萬
在 Q4 2025 季度中，Lee Danner & Bass Inc 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 19 個部位、減碼 28 個部位以及清倉 1 個部位。 其中最大新建倉標的為 PNFP。 本季清倉部位包含 PNW。
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。