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: 0000045319
申報總市值
US$35.3億
US$35.3億
216 檔
18.6%
Meyer Handelman Co 在 Q2 2025 季度的美股部位總計估值為 US$35.3億，分散於 216 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Meyer Handelman Co 於 Q2 2025 季度持續回收資金，對 29 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Meyer Handelman Co 的前 5 大核心持股（包含 MSFT, AAPL, IBM 等）合計佔整體申報市值的 18.6%，反映機構在主要關鍵部位上的權重分佈。
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$1.8億
僅顯示前 200 大持股（共 216 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 | 7.80% | -0.45% | -0.81% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.94% | +0.13% | -0.96% | |
| 3 | IBM | Intl Business Machines CORP | 股票-科技 | 3.45% | +0.19% | +0.63% | |
| 4 | TT | Trane Technologies plc | 股票-工業 | 3.34% | +0.11% | -7.08% | |
| 5 | HON | Honeywell International Inc | 股票-工業 | 3.13% | -0.96% | -0.20% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.88% | -0.20% | -0.87% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.88% | +0.08% | +0.51% | |
| 8 | MCK | Mckesson CORP | 股票-醫療保健 | 2.59% | -0.73% | -2.31% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.43% | -0.56% | -0.16% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.39% | +0.10% | +0.71% | |
| 11 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.88% | -0.11% | +0.31% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.80% | +0.30% | +3.32% | |
| 13 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.62% | -0.41% | +2.17% | |
| 14 | CAT | Caterpillar Inc | 股票-工業 | 1.58% | +0.66% | -0.69% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.50% | -0.07% | -0.52% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.46% | -0.08% | +5.40% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.43% | +0.62% | +1.18% | |
| 18 | QCOM | Qualcomm Inc | 股票-科技 | 1.42% | +0.24% | -4.75% | |
| 19 | GE | General Electric | 股票-工業 | 1.38% | +0.25% | -0.31% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.36% | -0.55% | -0.40% | |
| 21 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.32% | -0.15% | -0.17% | |
| 22 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.30% | -0.32% | -2.44% | |
| 23 | ETN | Eaton Corporation plc | 股票-工業 | 1.28% | +0.06% | -1.25% | |
| 24 | ALL | Allstate CORP | 股票-金融 | 1.27% | +0.10% | +1.75% | |
| 25 | ITW | Illinois Tool Works | 股票-工業 | 1.21% | -0.07% | -0.48% | |
| 26 | SYY | Sysco CORP | 股票-非循環性消費 | 1.19% | +0.04% | -3.90% | |
| 27 | AMGN | Amgen Inc | 股票-醫療保健 | 1.19% | -0.13% | -2.36% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | +0.05% | +3.35% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.03% | -0.24% | -1.56% | |
| 30 | PFE | Pfizer Inc | 股票-醫療保健 | 1.02% | -0.23% | -0.88% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.02% | -0.37% | -2.16% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.01% | +0.10% | +1.62% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 1.01% | +0.29% | -0.00% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.00% | -0.19% | -2.15% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.97% | -0.03% | +0.25% | |
| 36 | MMM | 3m Co | 股票-工業 | 0.91% | -0.02% | -9.42% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.86% | -0.12% | -4.83% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.86% | +0.01% | +12.24% | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.81% | -0.14% | -3.17% | |
| 40 | GLW | Corning Inc | 股票-科技 | 0.74% | +1.12% | -1.17% | |
| 41 | IR | Ingersoll-rand Inc | 股票-工業 | 0.73% | -0.05% | -1.19% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | +0.13% | -1.87% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.72% | +0.32% | +1.51% | |
| 44 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.70% | -0.16% | -3.51% | |
| 45 | GEV | GE Vernova Inc | 股票-工業 | 0.68% | +0.21% | +0.06% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | +0.14% | +3.41% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.66% | -0.03% | -1.06% | |
| 48 | PPG | Ppg Industries Inc | 股票-原物料 | 0.63% | +0.02% | -1.42% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | -0.06% | -10.25% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.58% | -0.04% | -0.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | -0.81% | 減碼 |
| 2 | TT | Trane Technologies plc | +0.4% | -7.08% | 減碼 |
| 3 | IBM | Intl Business Machines CORP | +0.4% | +0.63% | 加碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.3% | +0.51% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +5.40% | 加碼 |
| 6 | GEV | GE Vernova Inc | +0.3% | +0.06% | 加碼 |
| 7 | GE | General Electric | +0.3% | -0.31% | 減碼 |
| 8 | ETN | Eaton Corporation plc | +0.2% | -1.25% | 減碼 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +0.71% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.2% | +1.51% | 加碼 |
| 11 | NRG | Nrg Energy Inc | +0.2% | +4.52% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +3.32% | 加碼 |
| 13 | CAT | Caterpillar Inc | +0.2% | -0.69% | 減碼 |
| 14 | JBL | Jabil Inc | +0.1% | +3.35% | 加碼 |
| 15 | HON | Honeywell International Inc | +0.1% | -0.20% | 減碼 |
| 16 | WMT | Walmart Inc | +0.1% | -0.16% | 減碼 |
| 17 | CME | Cme Group Inc | +0.1% | +26.19% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +1.18% | 加碼 |
| 19 | MPC | Marathon Petroleum CORP | +0.1% | -0.17% | 減碼 |
| 20 | TXN | Texas Instruments Inc | +0.1% | -0.00% | 減碼 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.41% | 加碼 |
| 22 | DELL | Dell Technologies -c | +0.1% | +6.74% | 加碼 |
| 23 | ADBE | Adobe Inc | +0.1% | +35.63% | 加碼 |
| 24 | KR | Kroger Co | +0.1% | +40.06% | 加碼 |
| 25 | ADP | Automatic Data Processing | +0.1% | +12.24% | 加碼 |
| 26 | TEL | TE Connectivity plc | +0.1% | -0.24% | 減碼 |
| 27 | GLW | Corning Inc | +0.1% | -1.17% | 減碼 |
| 28 | NEM | Newmont CORP | +0.1% | -0.08% | 減碼 |
| 29 | EXPE | Expedia Group Inc | +0.1% | +39.79% | 加碼 |
| 30 | EMR | Emerson Electric Co | +0.1% | -1.27% | 減碼 |
| 31 | MCK | Mckesson CORP | 0% | -2.31% | 減碼 |
| 32 | DOW | Dow Inc | -0.1% | -18.70% | 減碼 |
| 33 | LW | Lamb Weston Holdings Inc | -0.1% | -37.20% | 減碼 |
| 34 | OTIS | Otis Worldwide CORP | -0.1% | -13.99% | 減碼 |
| 35 | CAG | Conagra Brands Inc | -0.1% | -10.29% | 減碼 |
| 36 | COP | Conocophillips | -0.1% | +0.73% | 加碼 |
| 37 | MMM | 3m Co | -0.1% | -9.42% | 減碼 |
| 38 | HAL | Halliburton Co | -0.1% | -52.04% | 減碼 |
| 39 | MCD | Mcdonald's CORP | -0.2% | -2.15% | 減碼 |
| 40 | JNJ | Johnson & Johnson | -0.2% | -10.25% | 減碼 |
| 41 | ABBV | Abbvie Inc | -0.2% | +1.62% | 加碼 |
| 42 | MRK | Merck & Co. Inc. | -0.2% | +0.25% | 加碼 |
| 43 | PEP | Pepsico Inc | -0.2% | -1.56% | 減碼 |
| 44 | XOM | Exxon Mobil CORP | -0.2% | -0.40% | 減碼 |
| 45 | AMGN | Amgen Inc | -0.2% | -2.36% | 減碼 |
| 46 | CVX | Chevron CORP | -0.3% | -2.16% | 減碼 |
| 47 | KMB | Kimberly-clark CORP | -0.3% | +0.31% | 加碼 |
| 48 | BMY | Bristol-myers Squibb Co | -0.4% | -3.17% | 減碼 |
| 49 | PG | Procter & Gamble Co/the | -0.4% | -0.87% | 減碼 |
| 50 | AAPL | Apple Inc | -0.6% | -0.96% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Meyer Handelman Co 在 Q2 2025 季度的美股持倉總市值約為 US$35.3億，共申報了 216 個公開持股部位。
在 Q2 2025 季度，Meyer Handelman Co 按市值排列的前三大核心持股分別為：MSFT (7.8%)、AAPL (3.9%)、IBM (3.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.8% 的權重。
在 Q2 2025 季度中，Meyer Handelman Co 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 21 個部位、減碼 29 個部位以及清倉 0 個部位。
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。
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。
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。