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
534 檔
35.4%
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 在 Q4 2025 季度的美股部位總計估值為 US$103.0億，分散於 534 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，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 採取防禦導向的調倉策略，本季減碼 36 檔個股並出清 1 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 GOOGL, MSFT, MA）累計市值佔比達 35.4%，是驅動 Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 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 534 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 9.01% | +0.60% | -1.30% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.02% | -0.16% | -0.57% | |
| 3 | MA | Mastercard Inc - A | 股票-金融 | 6.52% | -0.01% | -0.23% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.87% | -0.16% | -0.17% | |
| 5 | INTU | Intuit Inc | 股票-科技 | 4.66% | -0.94% | +1.65% | |
| 6 | SYK | Stryker CORP | 股票-醫療保健 | 3.71% | -0.37% | -0.36% | |
| 7 | DHR | Danaher CORP | 股票-醫療保健 | 3.54% | -0.05% | -0.55% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.32% | +0.33% | -0.77% | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.05% | -0.25% | -0.56% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.97% | +0.26% | -1.43% | |
| 11 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.90% | -0.41% | -2.65% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.14% | -0.27% | +0.88% | |
| 13 | AMT | American Tower CORP | 股票-房地產 | 2.10% | -0.39% | -6.47% | |
| 14 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.01% | +0.62% | -0.51% | |
| 15 | NOW | Servicenow Inc | 股票-科技 | 1.90% | +0.28% | +407.55% | |
| 16 | PH | Parker Hannifin CORP | 股票-工業 | 1.74% | -0.07% | -0.41% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.72% | +0.20% | +1.91% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.62% | -0.24% | -1.38% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 1.58% | -0.30% | -9.89% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.55% | -0.17% | +14.62% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 1.44% | +0.16% | -1.23% | |
| 22 | EOG | Eog Resources Inc | 股票-能源 | 1.38% | -0.14% | -1.21% | |
| 23 | SNPS | Synopsys Inc | 股票-科技 | 1.34% | +0.25% | -3.05% | |
| 24 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.31% | +0.26% | +3.55% | |
| 25 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.19% | +0.05% | -6.29% | |
| 26 | ADBE | Adobe Inc | 股票-科技 | 1.18% | -0.28% | -14.20% | |
| 27 | PAYC | Paycom Software Inc | 股票-科技 | 1.11% | +0.01% | -9.26% | |
| 28 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.96% | -0.06% | -6.18% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | +0.05% | +2.63% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 0.89% | +0.17% | +158.24% | |
| 31 | HD | Home Depot Inc | 股票-循環性消費 | 0.86% | +0.01% | -2.46% | |
| 32 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.79% | -0.11% | -3.74% | |
| 33 | PM | Philip Morris International | 股票-非循環性消費 | 0.79% | +0.07% | -0.35% | |
| 34 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.78% | -0.09% | -2.41% | |
| 35 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.76% | -0.04% | -0.32% | |
| 36 | ASML | ASML Holding N.V. | 股票-科技 | 0.70% | +0.45% | +0.36% | |
| 37 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.66% | -0.05% | -0.33% | |
| 38 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.61% | -0.14% | -5.18% | |
| 39 | WEX | Wex Inc | 股票-科技 | 0.58% | -0.10% | -14.18% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | -0.01% | +4.23% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | +0.01% | -0.86% | |
| 42 | ADI | Analog Devices Inc | 股票-科技 | 0.54% | +0.11% | +2.04% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | +0.01% | -1.50% | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.49% | +0.07% | -2.50% | |
| 45 | BR | Broadridge Financial Solutio | 股票-科技 | 0.48% | -0.09% | +0.35% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | -0.08% | -2.24% | |
| 47 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.41% | -0.04% | -1.33% | |
| 48 | VLTO | Veralto CORP | 股票-工業 | 0.40% | -0.02% | -1.49% | |
| 49 | ROP | Roper Technologies Inc | 股票-科技 | 0.40% | -0.15% | -44.44% | |
| 50 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.35% | -0.05% | -15.86% |
| # | 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 | +2.3% | -1.30% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.6% | -0.17% | 減碼 |
| 3 | QCOM | Qualcomm Inc | +0.5% | +158.24% | 加碼 |
| 4 | PH | Parker Hannifin CORP | +0.3% | -0.41% | 減碼 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.3% | -0.56% | 減碼 |
| 6 | CSL | Carlisle Cos Inc | +0.3% | +6717.86% | 加碼 |
| 7 | DHR | Danaher CORP | +0.3% | -0.55% | 減碼 |
| 8 | ASML | ASML Holding N.V. | +0.2% | +0.36% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -0.86% | 減碼 |
| 10 | REGN | Regeneron Pharmaceuticals | +0.2% | -5.18% | 減碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | -1.43% | 減碼 |
| 12 | COST | Costco Wholesale CORP | +0.1% | +0.88% | 加碼 |
| 13 | ADI | Analog Devices Inc | +0.1% | +2.04% | 加碼 |
| 14 | NXPI | NXP Semiconductors N.V. | +0.1% | -0.51% | 減碼 |
| 15 | SNPS | Synopsys Inc | +0.1% | -3.05% | 減碼 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +14.62% | 加碼 |
| 17 | TJX | Tjx Companies Inc | +0.1% | -2.65% | 減碼 |
| 18 | PM | Philip Morris International | +0.1% | -0.35% | 減碼 |
| 19 | SBUX | Starbucks CORP | +0.1% | -0.32% | 減碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | -1.50% | 減碼 |
| 21 | XOM | Exxon Mobil CORP | +0.1% | -2.24% | 減碼 |
| 22 | LOW | Lowe's Cos Inc | +0.1% | -3.74% | 減碼 |
| 23 | IDXX | Idexx Laboratories Inc | +0.1% | -2.41% | 減碼 |
| 24 | AAPL | Apple Inc | +0.1% | -0.77% | 減碼 |
| 25 | MRK | Merck & Co. Inc. | +0.1% | -5.17% | 減碼 |
| 26 | TKR | Timken Co | 0% | +278.26% | 加碼 |
| 27 | ROST | Ross Stores Inc | 0% | -4.20% | 減碼 |
| 28 | HD | Home Depot Inc | 0% | -2.46% | 減碼 |
| 29 | V | Visa Inc-class A Shares | 0% | +1.91% | 加碼 |
| 30 | BR | Broadridge Financial Solutio | 0% | +0.35% | 加碼 |
| 31 | PEP | Pepsico Inc | 0% | -17.64% | 減碼 |
| 32 | NKE | Nike Inc -cl B | 0% | -1.33% | 減碼 |
| 33 | WEX | Wex Inc | -0.1% | -14.18% | 減碼 |
| 34 | ADP | Automatic Data Processing | -0.1% | -1.23% | 減碼 |
| 35 | CRM | Salesforce Inc | -0.1% | -21.28% | 減碼 |
| 36 | SYK | Stryker CORP | -0.2% | -0.36% | 減碼 |
| 37 | AMT | American Tower CORP | -0.2% | -6.47% | 減碼 |
| 38 | ABT | Abbott Laboratories | -0.2% | -1.38% | 減碼 |
| 39 | VEEV | Veeva Systems Inc-class A | -0.3% | +3.55% | 加碼 |
| 40 | TTD | Trade Desk Inc/the -class A | -0.3% | -15.86% | 減碼 |
| 41 | ADBE | Adobe Inc | -0.4% | -14.20% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.4% | -0.57% | 減碼 |
| 43 | MA | Mastercard Inc - A | -0.5% | -0.23% | 減碼 |
| 44 | ROP | Roper Technologies Inc | -0.5% | -44.44% | 減碼 |
| 45 | PAYC | Paycom Software Inc | -0.6% | -9.26% | 減碼 |
| 46 | NOW | Servicenow Inc | -0.7% | +407.55% | 加碼 |
| 47 | INTU | Intuit Inc | -0.9% | +1.65% | 加碼 |
| 48 | FISV | Fiserv Inc | -1.6% | -9.89% | 減碼 |
| 49 | UL | Unilever PLC | — | EXIT | 清倉 |
| 50 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 在 Q4 2025 季度的美股持倉總市值約為 US$103.0億，共申報了 534 個公開持股部位。
在 Q4 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：GOOGL (9.0%)、MSFT (8.0%)、MA (6.5%)。其中最大持股部位 GOOGL 佔據整體投資組合約 9.0% 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
UL
市值: US$302.5萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$320.5萬
在 Q4 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 1 個部位、加碼 12 個部位、減碼 36 個部位以及清倉 1 個部位。 其中最大新建倉標的為 UL。 本季清倉部位包含 UL。
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。