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: 0001308290
申報總市值
US$1.3億
US$1.3億
276 檔
19.2%
在 Q1 2025 的 13F 官方備案中，MeadowBrook Investment Advisors LLC 管理的美股投資組合規模來到 US$1.3億，整體持股檔數為 276 檔。
數據顯示 MeadowBrook Investment Advisors LLC 於 Q1 2025 季度持續回收資金，對 33 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, VEU, FDN）累計市值佔比達 19.2%，是驅動 MeadowBrook Investment Advisors LLC 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 276 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 | AAPL | Apple Inc | 股票-科技 | 5.27% | +0.05% | -0.14% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.00% | -0.05% | -0.13% | |
| 3 | FDN | First Trust Dj Internet Ind | ETF-其他 | 4.40% | -0.02% | -1.37% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.01% | -0.07% | -1.77% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.95% | -0.40% | -0.22% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.28% | +0.09% | -1.34% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.15% | +0.10% | +0.24% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.05% | -0.47% | -0.12% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.63% | -0.19% | -1.06% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.06% | +0.34% | -3.31% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 1.93% | +0.01% | -1.60% | |
| 12 | LIN | Linde plc | 股票-原物料 | 1.58% | -0.15% | -12.78% | |
| 13 | SYK | Stryker CORP | 股票-醫療保健 | 1.58% | -0.09% | -1.09% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.39% | -0.13% | -4.63% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.36% | +0.04% | -1.14% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.30% | -0.01% | -0.96% | |
| 17 | ITW | Illinois Tool Works | 股票-工業 | 1.27% | -0.04% | -0.81% | |
| 18 | DOV | Dover CORP | 股票-工業 | 1.26% | -0.05% | -1.16% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.25% | -0.01% | +0.72% | |
| 20 | BLKCHF | Blackrock Inc | 股票-其他 | 1.10% | — | — | |
| 21 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.08% | +0.07% | -0.69% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 1.08% | -0.01% | -1.34% | |
| 23 | BA | Boeing Co/the | 股票-工業 | 1.07% | -0.03% | -4.26% | |
| 24 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.07% | +0.01% | -0.93% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.93% | +0.18% | -1.00% | |
| 26 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.91% | -0.08% | -0.88% | |
| 27 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.88% | -0.07% | +1.29% | |
| 28 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.86% | +0.01% | -0.16% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.86% | -0.16% | -0.65% | |
| 30 | MRVL | Marvell Technology Inc | 股票-科技 | 0.83% | +1.36% | +0.94% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.82% | -0.05% | -1.09% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.26% | +38.87% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.80% | -0.08% | -0.68% | |
| 34 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.75% | -0.21% | -0.63% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.75% | +0.27% | -7.92% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.72% | +0.03% | — | |
| 37 | LHX | L3harris Technologies Inc | 股票-工業 | 0.66% | -0.20% | -0.29% | |
| 38 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.66% | +0.17% | -3.51% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.65% | +0.01% | -8.16% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | -0.06% | -14.20% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.61% | -0.14% | -1.65% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.20% | — | |
| 43 | UBER | Uber Technologies Inc | 股票-工業 | 0.58% | -0.05% | -1.49% | |
| 44 | OMC | Omnicom Group | 股票-通訊服務 | 0.58% | -0.01% | -1.26% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | -0.01% | -4.73% | |
| 46 | PSEP | Innovator U.s. Equity Power | ETF-其他 | 0.55% | +0.03% | — | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.54% | +0.08% | +5.93% | |
| 48 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.52% | -0.11% | -1.13% | |
| 49 | MCHP | Microchip Technology Inc | 股票-科技 | 0.49% | +0.08% | -2.58% | |
| 50 | EG | Everest Group, Ltd. | 股票-金融 | 0.49% | — | -2.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +0.5% | -0.13% | 減碼 |
| 2 | CVX | Chevron CORP | +0.3% | +38.87% | 加碼 |
| 3 | BIV | Vanguard Intermediate-term B | +0.3% | +209.59% | 加碼 |
| 4 | DKS | Dick's Sporting Goods Inc | +0.3% | NEW | 新建倉 |
| 5 | COST | Costco Wholesale CORP | +0.2% | -0.12% | 減碼 |
| 6 | CVS | Cvs Health CORP | +0.2% | -3.51% | 減碼 |
| 7 | LLY | Eli Lilly & Co | +0.2% | +1096.15% | 加碼 |
| 8 | MA | Mastercard Inc - A | +0.2% | -1.06% | 減碼 |
| 9 | ✓ | On Holding AG | +0.1% | NEW | 新建倉 |
| 10 | KMB | Kimberly-clark CORP | +0.1% | -0.93% | 減碼 |
| 11 | DOC | Healthpeak Properties Inc | +0.1% | NEW | 新建倉 |
| 12 | WHR | Whirlpool CORP | +0.1% | +155.15% | 加碼 |
| 13 | F | Ford Motor Co | +0.1% | +66.44% | 加碼 |
| 14 | UBER | Uber Technologies Inc | +0.1% | -1.49% | 減碼 |
| 15 | SBUX | Starbucks CORP | +0.1% | -0.16% | 減碼 |
| 16 | VZ | Verizon Communications Inc | +0.1% | -1.65% | 減碼 |
| 17 | GLD | Spdr Gold Shares | +0.1% | — | 不變 |
| 18 | TOST | Toast Inc-class A | +0.1% | +52.67% | 加碼 |
| 19 | BAC | Bank Of America CORP | 0% | -1.14% | 減碼 |
| 20 | SCHX | Schwab US Large-cap ETF | 0% | -1.34% | 減碼 |
| 21 | DOV | Dover CORP | 0% | -1.16% | 減碼 |
| 22 | BLKCHF | Blackrock Inc | 0% | — | 不變 |
| 23 | BA | Boeing Co/the | 0% | -4.26% | 減碼 |
| 24 | HD | Home Depot Inc | 0% | -1.34% | 減碼 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -8.16% | 減碼 |
| 26 | PANW | Palo Alto Networks Inc | -0.1% | -11.98% | 減碼 |
| 27 | TMO | Thermo Fisher Scientific Inc | -0.1% | -4.63% | 減碼 |
| 28 | GPN | Global Payments Inc | -0.1% | -5.21% | 減碼 |
| 29 | SXI | Standex International CORP | -0.1% | -2.31% | 減碼 |
| 30 | AXP | American Express Co | -0.1% | -0.96% | 減碼 |
| 31 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | -0.69% | 減碼 |
| 32 | DIS | Walt Disney Co/the | -0.1% | -0.68% | 減碼 |
| 33 | CW | Curtiss-wright CORP | -0.1% | -17.40% | 減碼 |
| 34 | LDOS | Leidos Holdings Inc | -0.1% | -22.08% | 減碼 |
| 35 | MCHP | Microchip Technology Inc | -0.1% | -2.58% | 減碼 |
| 36 | DVN | Devon Energy CORP | -0.1% | -54.72% | 減碼 |
| 37 | AMZN | Amazon.com Inc | -0.1% | +0.72% | 加碼 |
| 38 | NKE | Nike Inc -cl B | -0.1% | -0.63% | 減碼 |
| 39 | AVGO | Broadcom Inc | -0.1% | +5.93% | 加碼 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.00% | 減碼 |
| 41 | SGRY | Surgery Partners Inc | -0.2% | EXIT | 清倉 |
| 42 | FDN | First Trust Dj Internet Ind | -0.2% | -1.37% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.3% | -0.22% | 減碼 |
| 44 | BSV | Vanguard Short-term Bond ETF | -0.3% | -68.53% | 減碼 |
| 45 | CNRG | Ss Spdr S&p Kensho Clp ETF | -0.3% | -97.89% | 減碼 |
| 46 | SWKS | Skyworks Solutions Inc | -0.3% | EXIT | 清倉 |
| 47 | APA | Apa CORP | -0.3% | -79.08% | 減碼 |
| 48 | AAPL | Apple Inc | -0.4% | -0.14% | 減碼 |
| 49 | NVDA | Nvidia CORP | -0.6% | +0.24% | 加碼 |
| 50 | MRVL | Marvell Technology Inc | -0.6% | +0.94% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，MeadowBrook Investment Advisors LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.3億，共申報了 276 個公開持股部位。
在 Q1 2025 季度，MeadowBrook Investment Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (5.3%)、VEU (5.0%)、FDN (4.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.3% 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
DKS
市值: US$26.6萬
本季最大獲利了結 / 清倉標的
SWKS
前期市值: US$38.5萬
在 Q1 2025 季度中，MeadowBrook Investment Advisors LLC 共進行了 48 項持倉異動，包含新建倉 3 個部位、加碼 10 個部位、減碼 33 個部位以及清倉 2 個部位。 其中最大新建倉標的為 DKS。 本季清倉部位包含 SWKS。
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。