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: 0001803156
申報總市值
US$1.8億
US$1.8億
93 檔
43.3%
根據最新整理的 13F 季度數據集，Menard Financial Group LLC 於 Q2 2025 結束時的管理資產規模為 US$1.8億。該機構在本季度申報了 93 檔美股持倉，呈現出該時期的主要投資地圖。
Menard Financial Group LLC 在 Q2 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 33 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。
檢視投資組合結構，前 5 大主力部位（包含 ZECP, NVDA, META）占據了總市值的 43.3%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | ZECP | Zacks Earnings Consistent Po | ETF-其他 | 25.13% | -2.39% | +1.71% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.17% | -0.96% | -1.39% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.84% | -0.63% | -8.94% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.63% | -0.41% | -1.01% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.44% | -0.56% | -1.19% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.18% | -0.25% | +4.18% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.05% | -0.75% | -2.57% | |
| 8 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.80% | — | -0.93% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.56% | -0.45% | -1.47% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.48% | -0.53% | -1.39% | |
| 11 | AXON | Axon Enterprise Inc | 股票-工業 | 1.46% | -0.89% | EXIT | |
| 12 | UBER | Uber Technologies Inc | 股票-工業 | 1.46% | -1.03% | -2.42% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | -0.50% | -0.91% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.42% | -0.47% | -3.69% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.41% | -0.06% | -1.92% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | -0.08% | -1.32% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.02% | +21.60% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 1.27% | -1.46% | EXIT | |
| 19 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-其他 | 1.18% | -0.42% | -3.37% | |
| 20 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.03% | +0.49% | +9.34% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.02% | -0.12% | -4.91% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.02% | +0.17% | -1.43% | |
| 23 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.89% | -0.34% | -2.98% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.88% | -0.07% | +4.48% | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 0.85% | -0.07% | -1.65% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.84% | — | -1.45% | |
| 27 | PWR | Quanta Services Inc | 股票-工業 | 0.82% | +0.05% | +150.17% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.77% | -0.07% | -1.15% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 0.72% | +0.27% | -2.08% | |
| 30 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.71% | — | -1.92% | |
| 31 | MCK | Mckesson CORP | 股票-醫療保健 | 0.68% | -0.16% | +228.93% | |
| 32 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.68% | -0.15% | +1.50% | |
| 33 | BR | Broadridge Financial Solutio | 股票-科技 | 0.67% | — | -2.50% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | -0.03% | +0.22% | |
| 35 | DE | Deere & Co | 股票-工業 | 0.65% | +0.05% | -3.01% | |
| 36 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.64% | -0.77% | EXIT | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.57% | -0.21% | -1.34% | |
| 38 | CACI | Caci International Inc -cl A | 股票-科技 | 0.56% | -0.23% | -2.92% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.63% | EXIT | |
| 40 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.52% | — | +9.48% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | -0.10% | -2.68% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.51% | +1.08% | +0.06% | |
| 43 | APO | Apollo Global Management Inc | 股票-金融 | 0.50% | — | -3.09% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.50% | — | +0.44% | |
| 45 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.48% | -0.02% | — | |
| 46 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.47% | -0.58% | EXIT | |
| 47 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.46% | -0.17% | -1.52% | |
| 48 | ITRI | Itron Inc | 股票-科技 | 0.46% | — | -0.59% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | -0.03% | -0.58% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.39% | +0.55% | -3.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | -1.39% | 減碼 |
| 2 | AVGO | Broadcom Inc | +0.7% | +4.18% | 加碼 |
| 3 | PWR | Quanta Services Inc | +0.5% | +150.17% | 加碼 |
| 4 | RCL | Royal Caribbean Cruises Ltd. | +0.5% | NEW | 新建倉 |
| 5 | MCK | Mckesson CORP | +0.5% | +228.93% | 加碼 |
| 6 | GEV | GE Vernova Inc | +0.3% | NEW | 新建倉 |
| 7 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +21.60% | 加碼 |
| 9 | CPNG | Coupang Inc | +0.3% | NEW | 新建倉 |
| 10 | AMZN | Amazon.com Inc | +0.3% | -1.01% | 減碼 |
| 11 | AXON | Axon Enterprise Inc | +0.3% | -2.84% | 減碼 |
| 12 | APH | Amphenol Corp-cl A | +0.2% | NEW | 新建倉 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | -2.57% | 減碼 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | -8.94% | 減碼 |
| 15 | EAT | Brinker International Inc | +0.2% | NEW | 新建倉 |
| 16 | CARR | Carrier Global CORP | +0.2% | NEW | 新建倉 |
| 17 | SPOT | Spotify Technology S.A. | +0.1% | -0.93% | 減碼 |
| 18 | NET | Cloudflare Inc - Class A | +0.1% | -2.53% | 減碼 |
| 19 | HOOD | Robinhood Markets Inc - A | +0.1% | -2.33% | 減碼 |
| 20 | AIZ | Assurant Inc | +0.1% | NEW | 新建倉 |
| 21 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | 新建倉 |
| 22 | GE | General Electric | +0.1% | NEW | 新建倉 |
| 23 | MSFT | Microsoft CORP | +0.1% | -1.19% | 減碼 |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | +9.34% | 加碼 |
| 25 | FN | Fabrinet | +0.1% | -1.05% | 減碼 |
| 26 | XLK | Ss Technology Select Sector | +0.1% | -1.43% | 減碼 |
| 27 | ZS | Zscaler Inc | +0.1% | -1.68% | 減碼 |
| 28 | NFLX | Netflix Inc | +0.1% | -2.08% | 減碼 |
| 29 | CAT | Caterpillar Inc | +0.1% | -2.08% | 減碼 |
| 30 | ITRI | Itron Inc | +0.1% | -0.59% | 減碼 |
| 31 | SHOP | Shopify Inc - Class A | 0% | -4.14% | 減碼 |
| 32 | BAC | Bank Of America CORP | 0% | +0.22% | 加碼 |
| 33 | TSLA | Tesla Inc | 0% | -1.65% | 減碼 |
| 34 | P | Everpure Inc-a | -0.1% | -40.79% | 減碼 |
| 35 | INTA | Intapp Inc | -0.1% | EXIT | 清倉 |
| 36 | CTRA | Coterra Energy Inc | -0.2% | EXIT | 清倉 |
| 37 | PFE | Pfizer Inc | -0.2% | EXIT | 清倉 |
| 38 | DOC | Healthpeak Properties Inc | -0.2% | EXIT | 清倉 |
| 39 | ZTS | Zoetis Inc | -0.2% | EXIT | 清倉 |
| 40 | OC | Owens Corning | -0.2% | EXIT | 清倉 |
| 41 | HUBS | Hubspot Inc | -0.2% | EXIT | 清倉 |
| 42 | MRVL | Marvell Technology Inc | -0.3% | EXIT | 清倉 |
| 43 | SKY | Champion Homes Inc | -0.3% | EXIT | 清倉 |
| 44 | WTFC | Wintrust Financial CORP | -0.3% | EXIT | 清倉 |
| 45 | SBUX | Starbucks CORP | -0.3% | EXIT | 清倉 |
| 46 | GPK | Graphic Packaging Holding Co | -0.3% | EXIT | 清倉 |
| 47 | TEAM | Atlassian Corp-cl A | -0.4% | EXIT | 清倉 |
| 48 | ZECP | Zacks Earnings Consistent Po | -0.5% | +1.71% | 加碼 |
| 49 | EME | Emcor Group Inc | -0.7% | EXIT | 清倉 |
| 50 | UNH | Unitedhealth Group Inc | -1% | -73.07% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Menard Financial Group LLC 在 Q2 2025 季度的美股持倉總市值約為 US$1.8億，共申報了 93 個公開持股部位。
在 Q2 2025 季度，Menard Financial Group LLC 按市值排列的前三大核心持股分別為：ZECP (25.1%)、NVDA (9.2%)、META (4.8%)。其中最大持股部位 ZECP 佔據整體投資組合約 25.1% 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
RCL
市值: US$80.4萬
本季最大獲利了結 / 清倉標的
EME
前期市值: US$107.9萬
在 Q2 2025 季度中，Menard Financial Group LLC 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 7 個部位、減碼 19 個部位以及清倉 14 個部位。 其中最大新建倉標的為 RCL。 本季清倉部位包含 EME。
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。