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: 0001167487
申報總市值
US$4.9億
US$4.9億
234 檔
43.6%
Longfellow Investment Management Co LLC 在 Q4 2025 季度的美股部位總計估值為 US$4.9億，分散於 234 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2025 申報觀察，Longfellow Investment Management Co LLC 採取防禦導向的調倉策略，本季減碼 17 檔個股並出清 9 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 EPD, ET, WES）累計市值佔比達 43.6%，是驅動 Longfellow Investment Management Co LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
WY
市值: US$275.8萬
本季最大獲利了結 / 清倉標的
NEM
前期市值: US$807.0萬
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 | EPD | Enterprise Products Partners | 股票-能源 | 11.48% | -0.38% | +4.13% | |
| 2 | ET | Energy Transfer LP | 股票-能源 | 11.26% | -0.24% | +56.25% | |
| 3 | WES | Western Midstream Partners L | 股票-能源 | 9.71% | +0.33% | +10.53% | |
| 4 | MPLX | Mplx LP | 股票-能源 | 9.23% | -0.22% | — | |
| 5 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 6.46% | -0.13% | +21.45% | |
| 6 | HESM | Hess Midstream LP - Class A | 股票-其他 | 4.09% | -0.24% | +51.88% | |
| 7 | CNQ | Canadian Natural Resources | 股票-能源 | 3.55% | — | -30.82% | |
| 8 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.03% | -0.56% | +514.24% | |
| 9 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.84% | -0.28% | +669.70% | |
| 10 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.81% | -0.09% | — | |
| 11 | PFE | Pfizer Inc | 股票-醫療保健 | 1.69% | -0.28% | — | |
| 12 | CQP | Cheniere Energy Partners LP | 股票-其他 | 1.59% | -0.13% | — | |
| 13 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地產 | 1.38% | -0.17% | — | |
| 14 | DEA | Easterly Government Properti | 股票-其他 | 1.35% | +0.17% | — | |
| 15 | PSA | Public Storage | 股票-房地產 | 0.78% | -0.10% | +467.96% | |
| 16 | BA | Boeing Co/the | 股票-工業 | 0.74% | +0.06% | — | |
| 17 | AMT | American Tower CORP | 股票-房地產 | 0.74% | -0.04% | +822.01% | |
| 18 | VALE | Vale Sa-sp Adr | 股票-原物料 | 0.70% | -0.07% | -13.28% | |
| 19 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.67% | -0.02% | — | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.64% | +0.06% | — | |
| 21 | ABEV | Ambev Sa-adr | 股票-非循環性消費 | 0.64% | -0.15% | -13.28% | |
| 22 | WY | Weyerhaeuser Co | 股票-房地產 | 0.62% | +0.03% | — | |
| 23 | COLD | Americold Realty Trust Inc | 股票-房地產 | 0.61% | +0.17% | — | |
| 24 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.58% | +0.04% | -5.45% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.57% | — | — | |
| 26 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.55% | +0.03% | -5.27% | |
| 27 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.52% | -0.03% | +256.48% | |
| 28 | JBS | Jbs N.v. | 股票-其他 | 0.52% | -0.26% | -13.28% | |
| 29 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.49% | -0.12% | -13.28% | |
| 30 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.49% | -0.17% | -13.28% | |
| 31 | VIV | Telefonica Brasil-adr | 股票-其他 | 0.47% | -0.17% | -33.16% | |
| 32 | UGP | Ultrapar Particpac-spon Adr | 股票-其他 | 0.45% | -0.13% | -13.28% | |
| 33 | PPG | Ppg Industries Inc | 股票-原物料 | 0.45% | +0.09% | +290.31% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.45% | +0.09% | +0.10% | |
| 35 | BBD | Banco Bradesco-adr | 股票-其他 | 0.41% | -0.07% | -13.28% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.41% | -0.07% | — | |
| 37 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.40% | -0.04% | +0.15% | |
| 38 | ITUB | Itau Unibanco H-spon Prf Adr | 股票-金融 | 0.38% | -0.07% | -36.88% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | +0.05% | — | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | +0.03% | — | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.34% | +0.03% | — | |
| 42 | TXN | Texas Instruments Inc | 股票-科技 | 0.34% | -0.35% | +50.01% | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 0.34% | -0.11% | +47600.00% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.33% | — | +0.19% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.33% | -0.09% | -24.84% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.32% | +0.12% | — | |
| 47 | EMR | Emerson Electric Co | 股票-工業 | 0.32% | +0.10% | +40.22% | |
| 48 | C | Citigroup Inc | 股票-金融 | 0.32% | +0.07% | — | |
| 49 | USB | US Bancorp | 股票-金融 | 0.32% | +0.13% | +35.68% | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.32% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ET | Energy Transfer LP | +3.4% | +56.25% | 加碼 |
| 2 | VZ | Verizon Communications Inc | +1.7% | +514.24% | 加碼 |
| 3 | CMCSA | Comcast Corp-class A | +1.6% | +669.70% | 加碼 |
| 4 | HESM | Hess Midstream LP - Class A | +1.3% | +51.88% | 加碼 |
| 5 | PAA | Plains All Amer Pipeline LP | +1.2% | +21.45% | 加碼 |
| 6 | AMT | American Tower CORP | +0.7% | +822.01% | 加碼 |
| 7 | PSA | Public Storage | +0.6% | +467.96% | 加碼 |
| 8 | WES | Western Midstream Partners L | +0.5% | +10.53% | 加碼 |
| 9 | APD | Air Products & Chemicals Inc | +0.4% | +256.48% | 加碼 |
| 10 | ADBE | Adobe Inc | +0.3% | +47600.00% | 加碼 |
| 11 | PPG | Ppg Industries Inc | +0.3% | +290.31% | 加碼 |
| 12 | BMY | Bristol-myers Squibb Co | +0.2% | — | 不變 |
| 13 | EPD | Enterprise Products Partners | +0.2% | +4.13% | 加碼 |
| 14 | MPLX | Mplx LP | +0.2% | — | 不變 |
| 15 | USB | US Bancorp | +0.1% | +35.68% | 加碼 |
| 16 | TXN | Texas Instruments Inc | +0.1% | +50.01% | 加碼 |
| 17 | EMR | Emerson Electric Co | +0.1% | +40.22% | 加碼 |
| 18 | KDP | Keurig Dr Pepper Inc | +0.1% | +97.76% | 加碼 |
| 19 | AIG | American International Group | +0.1% | +27.74% | 加碼 |
| 20 | GLW | Corning Inc | -0.1% | -38.15% | 減碼 |
| 21 | D | Dominion Energy Inc | -0.1% | -48.06% | 減碼 |
| 22 | NEE | Nextera Energy Inc | -0.1% | -46.03% | 減碼 |
| 23 | HD | Home Depot Inc | -0.1% | +0.10% | 加碼 |
| 24 | MRK | Merck & Co. Inc. | -0.1% | -40.17% | 減碼 |
| 25 | IBM | Intl Business Machines CORP | -0.1% | -24.84% | 減碼 |
| 26 | PBR | Petroleo Brasileiro-spon Adr | -0.1% | -13.28% | 減碼 |
| 27 | JBS | Jbs N.v. | -0.1% | -13.28% | 減碼 |
| 28 | UGP | Ultrapar Particpac-spon Adr | -0.2% | -13.28% | 減碼 |
| 29 | GD | General Dynamics CORP | -0.2% | -99.36% | 減碼 |
| 30 | DEA | Easterly Government Properti | -0.2% | — | 不變 |
| 31 | ITUB | Itau Unibanco H-spon Prf Adr | -0.3% | -36.88% | 減碼 |
| 32 | VIV | Telefonica Brasil-adr | -0.3% | -33.16% | 減碼 |
| 33 | AAPL | Apple Inc | -0.6% | -98.88% | 減碼 |
| 34 | BX | Blackstone Inc | -0.6% | -60.19% | 減碼 |
| 35 | META | Meta Platforms Inc-class A | -0.7% | -98.84% | 減碼 |
| 36 | AMZN | Amazon.com Inc | -0.9% | -99.25% | 減碼 |
| 37 | GOOG | Alphabet Inc-cl C | -1.3% | -99.56% | 減碼 |
| 38 | CNQ | Canadian Natural Resources | -1.5% | -30.82% | 減碼 |
| 39 | NEM | Newmont CORP | — | EXIT | 清倉 |
| 40 | ASML | ASML Holding N.V. | — | EXIT | 清倉 |
| 41 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清倉 |
| 42 | WY | Weyerhaeuser Co | — | NEW | 新建倉 |
| 43 | COLD | Americold Realty Trust Inc | — | NEW | 新建倉 |
| 44 | KKR | Kkr & Co Inc | — | EXIT | 清倉 |
| 45 | FDX | Fedex CORP | — | EXIT | 清倉 |
| 46 | AMGN | Amgen Inc | — | EXIT | 清倉 |
| 47 | ORI | Old Republic Intl CORP | — | EXIT | 清倉 |
| 48 | CB | Chubb Limited | — | EXIT | 清倉 |
| 49 | FAST | Fastenal Co | — | NEW | 新建倉 |
| 50 | KVUE | Kenvue Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Longfellow Investment Management Co LLC 在 Q4 2025 季度的美股持倉總市值約為 US$4.9億，共申報了 234 個公開持股部位。
在 Q4 2025 季度，Longfellow Investment Management Co LLC 按市值排列的前三大核心持股分別為：EPD (11.5%)、ET (11.3%)、WES (9.7%)。其中最大持股部位 EPD 佔據整體投資組合約 11.5% 的權重。
在 Q4 2025 季度中，Longfellow Investment Management Co LLC 共進行了 47 項持倉異動，包含新建倉 3 個部位、加碼 18 個部位、減碼 17 個部位以及清倉 9 個部位。 其中最大新建倉標的為 WY。 本季清倉部位包含 NEM。
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。
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。
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。