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: 0000932974
申報總市值
US$103.0億
US$103.0億
527 檔
35.3%
截至 Q3 2025 季度末，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 的美股持倉估值約為 US$103.0億，全數申報部位共有 527 檔。
在 Q3 2025，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 展現出較為審慎的避險與獲利了結姿態。本季共減碼 33 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, MA, GOOGL）占據了總市值的 35.3%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 527 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 | MSFT | Microsoft CORP | 股票-科技 | 8.46% | -0.16% | -1.66% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 6.98% | -0.01% | -1.45% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.69% | +0.60% | -1.20% | |
| 4 | INTU | Intuit Inc | 股票-科技 | 5.51% | -0.94% | +0.40% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.27% | -0.16% | -0.60% | |
| 6 | SYK | Stryker CORP | 股票-醫療保健 | 3.89% | -0.37% | -0.70% | |
| 7 | DHR | Danaher CORP | 股票-醫療保健 | 3.26% | -0.05% | -0.31% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.25% | +0.33% | -2.39% | |
| 9 | FISV | Fiserv Inc | 股票-其他 | 3.18% | -0.30% | +3.89% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.82% | +0.26% | +3.42% | |
| 11 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.78% | -0.41% | -1.76% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.72% | -0.25% | -0.52% | |
| 13 | NOW | Servicenow Inc | 股票-科技 | 2.58% | +0.28% | +3.96% | |
| 14 | AMT | American Tower CORP | 股票-房地產 | 2.30% | -0.39% | -1.04% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.00% | -0.27% | +0.39% | |
| 16 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.88% | +0.62% | +0.10% | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.85% | -0.24% | -0.89% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.74% | +0.20% | +2.61% | |
| 19 | PAYC | Paycom Software Inc | 股票-科技 | 1.67% | +0.01% | -1.18% | |
| 20 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.64% | +0.26% | +5.45% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 1.59% | -0.28% | -12.36% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 1.56% | +0.16% | -1.16% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.43% | -0.17% | +0.35% | |
| 24 | PH | Parker Hannifin CORP | 股票-工業 | 1.40% | -0.07% | -0.52% | |
| 25 | EOG | Eog Resources Inc | 股票-能源 | 1.34% | -0.14% | +0.02% | |
| 26 | SNPS | Synopsys Inc | 股票-科技 | 1.22% | +0.25% | +36.55% | |
| 27 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.17% | +0.05% | -2.25% | |
| 28 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.93% | -0.06% | -3.02% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | +0.05% | -0.17% | |
| 30 | ROP | Roper Technologies Inc | 股票-科技 | 0.90% | -0.15% | -1.25% | |
| 31 | HD | Home Depot Inc | 股票-循環性消費 | 0.87% | +0.01% | -0.45% | |
| 32 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.71% | -0.09% | -3.47% | |
| 33 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.71% | -0.11% | -1.40% | |
| 34 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.68% | -0.05% | +9.21% | |
| 35 | PM | Philip Morris International | 股票-非循環性消費 | 0.68% | +0.07% | -0.06% | |
| 36 | WEX | Wex Inc | 股票-科技 | 0.67% | -0.10% | -38.11% | |
| 37 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.66% | -0.04% | +2.82% | |
| 38 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.63% | -0.05% | -1.10% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.01% | -1.38% | |
| 40 | BR | Broadridge Financial Solutio | 股票-科技 | 0.52% | -0.09% | -1.69% | |
| 41 | ASML | ASML Holding N.V. | 股票-科技 | 0.48% | +0.45% | +6.19% | |
| 42 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.46% | -0.14% | -8.19% | |
| 43 | UNP | Union Pacific CORP | 股票-工業 | 0.46% | +0.07% | -1.33% | |
| 44 | CRM | Salesforce Inc | 股票-科技 | 0.46% | -0.13% | -35.83% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | +0.01% | -1.31% | |
| 46 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.45% | -0.04% | -2.08% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.41% | +0.01% | +0.59% | |
| 48 | ADI | Analog Devices Inc | 股票-科技 | 0.41% | +0.11% | +1.38% | |
| 49 | VLTO | Veralto CORP | 股票-工業 | 0.41% | -0.02% | -5.38% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | -0.08% | -0.80% |
| # | 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 | +2.1% | -1.20% | 減碼 |
| 2 | MSFT | Microsoft CORP | +1.5% | -1.66% | 減碼 |
| 3 | NVDA | Nvidia CORP | +1.3% | +3.42% | 加碼 |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.5% | -0.52% | 加碼 |
| 5 | VEEV | Veeva Systems Inc-class A | +0.4% | +5.45% | 加碼 |
| 6 | SNPS | Synopsys Inc | +0.4% | +36.55% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.4% | -0.60% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +0.35% | 減碼 |
| 9 | AAPL | Apple Inc | +0.3% | -2.39% | 減碼 |
| 10 | PH | Parker Hannifin CORP | +0.2% | -0.52% | 減碼 |
| 11 | ASML | ASML Holding N.V. | +0.2% | +6.19% | 加碼 |
| 12 | NOW | Servicenow Inc | +0.2% | +3.96% | 加碼 |
| 13 | NXPI | NXP Semiconductors N.V. | +0.2% | +0.10% | 加碼 |
| 14 | IDXX | Idexx Laboratories Inc | +0.2% | -3.47% | 減碼 |
| 15 | DKS | Dick's Sporting Goods Inc | +0.1% | +13.01% | 加碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +0.59% | 減碼 |
| 17 | INTU | Intuit Inc | +0.1% | +0.40% | 減碼 |
| 18 | DHR | Danaher CORP | +0.1% | -0.31% | 減碼 |
| 19 | ADI | Analog Devices Inc | +0.1% | +1.38% | 加碼 |
| 20 | ANET | Arista Networks Inc | +0.1% | — | 減碼 |
| 21 | TTD | Trade Desk Inc/the -class A | 0% | +9.21% | 加碼 |
| 22 | JNJ | Johnson & Johnson | 0% | -1.31% | 減碼 |
| 23 | AVGO | Broadcom Inc | 0% | +26.29% | 加碼 |
| 24 | QCOM | Qualcomm Inc | 0% | -0.23% | 加碼 |
| 25 | NKE | Nike Inc -cl B | 0% | -2.08% | 減碼 |
| 26 | HD | Home Depot Inc | 0% | -0.45% | 加碼 |
| 27 | LOW | Lowe's Cos Inc | 0% | -1.40% | 減碼 |
| 28 | TJX | Tjx Companies Inc | 0% | -1.76% | 減碼 |
| 29 | V | Visa Inc-class A Shares | -0.1% | +2.61% | 加碼 |
| 30 | ALGN | Align Technology Inc | -0.1% | -7.22% | 減碼 |
| 31 | PM | Philip Morris International | -0.1% | -0.06% | 減碼 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -1.38% | 減碼 |
| 33 | FDS | Factset Research Systems Inc | -0.2% | -74.95% | 減碼 |
| 34 | SYK | Stryker CORP | -0.2% | -0.70% | 減碼 |
| 35 | CNI | Canadian Natl Railway Co | -0.2% | -2.25% | 減碼 |
| 36 | EOG | Eog Resources Inc | -0.2% | +0.02% | 減碼 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.17% | 減碼 |
| 38 | ADP | Automatic Data Processing | -0.3% | -1.16% | 減碼 |
| 39 | ROP | Roper Technologies Inc | -0.3% | -1.25% | 減碼 |
| 40 | ABT | Abbott Laboratories | -0.3% | -0.89% | 減碼 |
| 41 | WEX | Wex Inc | -0.3% | -38.11% | 減碼 |
| 42 | CRM | Salesforce Inc | -0.3% | -35.83% | 減碼 |
| 43 | COST | Costco Wholesale CORP | -0.3% | +0.39% | 減碼 |
| 44 | CHD | Church & Dwight Co Inc | -0.3% | -3.02% | 減碼 |
| 45 | PAYC | Paycom Software Inc | -0.4% | -1.18% | 減碼 |
| 46 | ADBE | Adobe Inc | -0.4% | -12.36% | 減碼 |
| 47 | MA | Mastercard Inc - A | -0.5% | -1.45% | 減碼 |
| 48 | AMT | American Tower CORP | -0.6% | -1.04% | 減碼 |
| 49 | FISV | Fiserv Inc | -2.7% | +3.89% | 加碼 |
| 50 | GDDY | Godaddy Inc - Class A | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 在 Q3 2025 季度的美股持倉總市值約為 US$103.0億，共申報了 527 個公開持股部位。
在 Q3 2025 季度，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 按市值排列的前三大核心持股分別為：MSFT (8.5%)、MA (7.0%)、GOOGL (6.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.5% 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。
本季最大獲利了結 / 清倉標的
GDDY
前期市值: US$543.9萬
在 Q3 2025 季度中，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 16 個部位、減碼 33 個部位以及清倉 1 個部位。 本季清倉部位包含 GDDY。
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。