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: 0001331074
申報總市值
US$4.1億
US$4.1億
223 檔
15.1%
Q3 2025 季度申報顯示，Mcdonald Partners LLC 揭露的美股組合總市值為 US$4.1億，涵蓋 223 個不同之權益投資部位。
Mcdonald Partners LLC 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 146 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Mcdonald Partners LLC 的前 5 大持股（包含 MSFT, ETN, AAPL）貢獻了組合市值的 15.1%，形成該機構在 Q3 2025 季度的基本面基石。
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 | MSFT | Microsoft CORP | 股票-科技 | 4.94% | -0.39% | -29.41% | |
| 2 | ETN | Eaton Corporation plc | 股票-工業 | 4.32% | +0.73% | -2.49% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.57% | -0.36% | -31.30% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.91% | -0.62% | -17.83% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.82% | +0.05% | -0.75% | |
| 6 | ORCL | Oracle CORP | 股票-科技 | 2.46% | +0.02% | -8.65% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.35% | +0.48% | +2.36% | |
| 8 | RTX | Rtx CORP | 股票-工業 | 1.92% | -0.11% | -22.99% | |
| 9 | PNR | Pentair plc | 股票-工業 | 1.71% | -0.03% | -2.89% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.69% | +0.37% | -30.65% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.63% | +0.28% | -32.47% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.57% | +0.29% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.56% | +0.29% | +0.54% | |
| 14 | AMGN | Amgen Inc | 股票-醫療保健 | 1.49% | +0.07% | -16.39% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.35% | -0.80% | -14.52% | |
| 16 | HON | Honeywell International Inc | 股票-工業 | 1.32% | -1.02% | EXIT | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.25% | -0.05% | -18.00% | |
| 18 | LHX | L3harris Technologies Inc | 股票-工業 | 1.23% | -0.22% | -21.23% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.22% | -0.77% | -18.44% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.09% | +0.30% | -28.02% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.08% | -0.24% | -10.16% | |
| 22 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.07% | -0.20% | +1.06% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.02% | +0.24% | -27.82% | |
| 24 | CRH | CRH plc | 股票-原物料 | 0.98% | +0.24% | — | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.98% | -0.62% | — | |
| 26 | MWA | Mueller Water Products Inc-a | 股票-工業 | 0.96% | -0.07% | +13.63% | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.91% | -0.58% | -46.82% | |
| 28 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.89% | -0.19% | +16.31% | |
| 29 | PSX | Phillips 66 | 股票-能源 | 0.89% | -1.20% | -31.58% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.89% | +0.12% | -4.96% | |
| 31 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 0.87% | -0.08% | -28.52% | |
| 32 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.87% | +0.14% | -1.96% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.86% | -0.06% | -0.73% | |
| 34 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.85% | +0.60% | -0.14% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | -0.75% | -55.67% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | +0.16% | -2.70% | |
| 37 | C | Citigroup Inc | 股票-金融 | 0.77% | -0.89% | +9.07% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.75% | +0.12% | +7.21% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 0.73% | +0.30% | -24.59% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -1.40% | -53.82% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.67% | +0.03% | +8.27% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.65% | -0.12% | -17.99% | |
| 43 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.61% | +0.18% | +84.09% | |
| 44 | PFE | Pfizer Inc | 股票-醫療保健 | 0.56% | -0.09% | -36.55% | |
| 45 | USB | US Bancorp | 股票-金融 | 0.55% | +0.03% | -29.77% | |
| 46 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.55% | +0.06% | +14.09% | |
| 47 | ROKU | Roku Inc | 股票-通訊服務 | 0.55% | +0.19% | +1.24% | |
| 48 | T | At&t Inc | 股票-通訊服務 | 0.54% | -0.22% | +2.03% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.53% | +0.15% | +5.25% | |
| 50 | XYL | Xylem Inc | 股票-工業 | 0.52% | — | -31.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | +1.6% | -2.49% | 加碼 |
| 2 | ORCL | Oracle CORP | +1.3% | -8.65% | 減碼 |
| 3 | VOO | Vanguard S&p 500 ETF | +1% | +2.36% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.7% | -32.47% | 減碼 |
| 5 | PNR | Pentair plc | +0.6% | -2.89% | 加碼 |
| 6 | LITE | Lumentum Holdings Inc | +0.6% | -0.14% | 減碼 |
| 7 | FERG | Ferguson Enterprises Inc | +0.5% | +84.09% | 加碼 |
| 8 | IUSG | Ishares Core S&p U.s. Growth | +0.5% | — | 不變 |
| 9 | MSFT | Microsoft CORP | +0.5% | -29.41% | 減碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.5% | -17.83% | 減碼 |
| 11 | NVDA | Nvidia CORP | +0.4% | -30.65% | 減碼 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +0.54% | 加碼 |
| 13 | GS | Goldman Sachs Group Inc | +0.4% | -4.96% | 加碼 |
| 14 | HD | Home Depot Inc | +0.4% | -10.16% | 加碼 |
| 15 | LHX | L3harris Technologies Inc | +0.3% | -21.23% | 減碼 |
| 16 | CMI | Cummins Inc | +0.3% | -8.81% | 加碼 |
| 17 | C | Citigroup Inc | +0.3% | +9.07% | 加碼 |
| 18 | RTX | Rtx CORP | +0.3% | -22.99% | 減碼 |
| 19 | MWA | Mueller Water Products Inc-a | +0.3% | +13.63% | 加碼 |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +7.21% | 加碼 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -2.70% | 減碼 |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +6.03% | 加碼 |
| 23 | AMBA | Ambarella, Inc. | +0.2% | -0.78% | 減碼 |
| 24 | LRCX | Lam Research CORP | +0.2% | — | 減碼 |
| 25 | FCX | Freeport-mcmoran Inc | +0.2% | +26.90% | 加碼 |
| 26 | ROKU | Roku Inc | +0.2% | +1.24% | 加碼 |
| 27 | HBAN | Huntington Bancshares Inc | +0.2% | +14.09% | 加碼 |
| 28 | GILD | Gilead Sciences Inc | +0.2% | +16.31% | 加碼 |
| 29 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +8.27% | 加碼 |
| 30 | MAR | Marriott International -cl A | +0.2% | -1.96% | 減碼 |
| 31 | TSCO | Tractor Supply Company | +0.2% | +1.06% | 減碼 |
| 32 | GOOGL | Alphabet Inc-cl A | +0.2% | -13.96% | 減碼 |
| 33 | KEY | Keycorp | +0.1% | +40.43% | 加碼 |
| 34 | LEAD | Siren Divcon Leaders Dividen | +0.1% | -1.26% | 加碼 |
| 35 | VRT | Vertiv Holdings Co-a | +0.1% | — | 不變 |
| 36 | QCOM | Qualcomm Inc | +0.1% | +5.25% | 加碼 |
| 37 | GLW | Corning Inc | +0.1% | — | 加碼 |
| 38 | PLTR | Palantir Technologies Inc-a | +0.1% | -24.79% | 減碼 |
| 39 | NDSN | Nordson CORP | +0.1% | +6.11% | 加碼 |
| 40 | ABBV | Abbvie Inc | +0.1% | -14.52% | 減碼 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.75% | 減碼 |
| 42 | TMO | Thermo Fisher Scientific Inc | +0.1% | — | 減碼 |
| 43 | NFLX | Netflix Inc | +0.1% | — | 減碼 |
| 44 | CFBK | Cf Bankshares Inc | +0.1% | — | 不變 |
| 45 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | -4.61% | 減碼 |
| 46 | VTV | Vanguard Value ETF | +0.1% | +77.55% | 加碼 |
| 47 | GE | General Electric | +0.1% | -8.10% | 減碼 |
| 48 | GNRC | Generac Holdings Inc | +0.1% | — | 不變 |
| 49 | J | Jacobs Solutions Inc | +0.1% | — | 減碼 |
| 50 | CCLD | Carecloud Inc | +0.1% | — | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Mcdonald Partners LLC 在 Q3 2025 季度的美股持倉總市值約為 US$4.1億，共申報了 223 個公開持股部位。
在 Q3 2025 季度，Mcdonald Partners LLC 按市值排列的前三大核心持股分別為：MSFT (4.9%)、ETN (4.3%)、AAPL (3.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.9% 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
CRH
市值: US$329.6萬
本季最大獲利了結 / 清倉標的
PAYX
前期市值: US$115.8萬
在 Q3 2025 季度中，Mcdonald Partners LLC 共進行了 193 項持倉異動，包含新建倉 21 個部位、加碼 26 個部位、減碼 109 個部位以及清倉 37 個部位。 其中最大新建倉標的為 CRH。 本季清倉部位包含 PAYX。
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。