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
214 檔
19.2%
根據最新整理的 13F 季度數據集，Meyer Handelman Co 於 Q3 2025 結束時的管理資產規模為 US$35.3億。該機構在本季度申報了 214 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2025，Meyer Handelman Co 展現出較為審慎的避險與獲利了結姿態。本季共減碼 32 個部位並完全清倉 0 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Meyer Handelman Co 的前 5 大持股（包含 MSFT, AAPL, IBM）貢獻了組合市值的 19.2%，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 214 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 | 7.79% | -0.45% | +0.07% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.36% | +0.13% | -6.82% | |
| 3 | IBM | Intl Business Machines CORP | 股票-科技 | 3.18% | +0.19% | +0.41% | |
| 4 | TT | Trane Technologies plc | 股票-工業 | 3.07% | +0.11% | -0.60% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.02% | +0.08% | +0.41% | |
| 6 | HON | Honeywell International Inc | 股票-工業 | 2.67% | -0.96% | -1.53% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.61% | -0.20% | -2.06% | |
| 8 | MCK | Mckesson CORP | 股票-醫療保健 | 2.48% | -0.73% | -5.32% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.45% | -0.56% | -0.09% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.34% | +0.10% | +2.33% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.34% | +0.30% | -1.28% | |
| 12 | CAT | Caterpillar Inc | 股票-工業 | 1.80% | +0.66% | -2.99% | |
| 13 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.75% | -0.11% | +0.51% | |
| 14 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.61% | -0.41% | +2.28% | |
| 15 | GE | General Electric | 股票-工業 | 1.53% | +0.25% | -0.49% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.52% | -0.07% | -4.39% | |
| 17 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.45% | -0.15% | -1.49% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.43% | -0.08% | +2.35% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 1.38% | +0.24% | -2.57% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.37% | +0.62% | +0.92% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.37% | -0.55% | +0.35% | |
| 22 | ALL | Allstate CORP | 股票-金融 | 1.34% | +0.10% | +3.43% | |
| 23 | ETN | Eaton Corporation plc | 股票-工業 | 1.26% | +0.06% | -2.22% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.24% | +0.10% | +3.09% | |
| 25 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.22% | -0.32% | -2.59% | |
| 26 | SYY | Sysco CORP | 股票-非循環性消費 | 1.22% | +0.04% | -2.01% | |
| 27 | ITW | Illinois Tool Works | 股票-工業 | 1.22% | -0.07% | -0.66% | |
| 28 | AMGN | Amgen Inc | 股票-醫療保健 | 1.11% | -0.13% | -3.01% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.06% | -0.37% | -0.32% | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.04% | -0.24% | -1.11% | |
| 31 | GLW | Corning Inc | 股票-科技 | 1.04% | +1.12% | -5.38% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | +0.05% | +6.47% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.00% | -0.03% | +1.62% | |
| 34 | PFE | Pfizer Inc | 股票-醫療保健 | 1.00% | -0.23% | -3.34% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.95% | -0.19% | -4.36% | |
| 36 | RTX | Rtx CORP | 股票-工業 | 0.93% | -0.12% | -1.69% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | +0.14% | +0.37% | |
| 38 | MMM | 3m Co | 股票-工業 | 0.87% | -0.02% | -1.53% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 0.85% | +0.29% | — | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | +0.32% | -0.58% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.79% | +0.01% | +1.70% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.77% | -0.16% | -1.67% | |
| 43 | GEV | GE Vernova Inc | 股票-工業 | 0.75% | +0.21% | -0.74% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | -0.06% | -1.60% | |
| 45 | TEL | TE Connectivity plc | 股票-科技 | 0.69% | -0.08% | -2.39% | |
| 46 | IR | Ingersoll-rand Inc | 股票-工業 | 0.68% | -0.05% | -1.85% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.68% | -0.14% | -9.93% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | +0.13% | -1.68% | |
| 49 | OMC | Omnicom Group | 股票-通訊服務 | 0.65% | -0.06% | +7.07% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.61% | -0.21% | +16.20% |
| # | 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% | +0.07% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -1.28% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | +0.41% | 加碼 |
| 4 | GE | General Electric | +0.4% | -0.49% | 減碼 |
| 5 | CAT | Caterpillar Inc | +0.4% | -2.99% | 減碼 |
| 6 | GLW | Corning Inc | +0.4% | -5.38% | 減碼 |
| 7 | GEV | GE Vernova Inc | +0.3% | -0.74% | 減碼 |
| 8 | NVDA | Nvidia CORP | +0.3% | -0.58% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.37% | 加碼 |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +2.35% | 加碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +2046.38% | 加碼 |
| 12 | MPC | Marathon Petroleum CORP | +0.2% | -1.49% | 減碼 |
| 13 | NEM | Newmont CORP | +0.2% | -1.48% | 減碼 |
| 14 | ETN | Eaton Corporation plc | +0.2% | -2.22% | 減碼 |
| 15 | NRG | Nrg Energy Inc | +0.2% | +3.79% | 加碼 |
| 16 | TEL | TE Connectivity plc | +0.2% | -2.39% | 減碼 |
| 17 | AMZN | Amazon.com Inc | +0.2% | +2.33% | 加碼 |
| 18 | CME | Cme Group Inc | +0.2% | +16.20% | 加碼 |
| 19 | EXPE | Expedia Group Inc | +0.2% | +11.56% | 加碼 |
| 20 | TT | Trane Technologies plc | +0.1% | -0.60% | 減碼 |
| 21 | WMT | Walmart Inc | +0.1% | -0.09% | 減碼 |
| 22 | JBL | Jabil Inc | +0.1% | +2.15% | 加碼 |
| 23 | IBM | Intl Business Machines CORP | +0.1% | +0.41% | 加碼 |
| 24 | DELL | Dell Technologies -c | +0.1% | +6.93% | 加碼 |
| 25 | KR | Kroger Co | +0.1% | +30.88% | 加碼 |
| 26 | ABBV | Abbvie Inc | +0.1% | +3.09% | 加碼 |
| 27 | RTX | Rtx CORP | +0.1% | -1.69% | 減碼 |
| 28 | CSCO | Cisco Systems Inc | 0% | +0.92% | 加碼 |
| 29 | WFC | Wells Fargo & Co | 0% | -0.14% | 減碼 |
| 30 | TJX | Tjx Companies Inc | 0% | -1.67% | 減碼 |
| 31 | ALL | Allstate CORP | 0% | +3.43% | 加碼 |
| 32 | MCK | Mckesson CORP | -0.1% | -5.32% | 減碼 |
| 33 | DOW | Dow Inc | -0.1% | -32.13% | 減碼 |
| 34 | IP | International Paper Co | -0.1% | -22.91% | 減碼 |
| 35 | MDLZ | Mondelez International Inc-a | -0.1% | -6.81% | 減碼 |
| 36 | OTIS | Otis Worldwide CORP | -0.1% | -4.22% | 減碼 |
| 37 | ETR | Entergy CORP | -0.1% | -25.25% | 減碼 |
| 38 | CL | Colgate-palmolive Co | -0.1% | -0.96% | 減碼 |
| 39 | HAL | Halliburton Co | -0.2% | -26.59% | 減碼 |
| 40 | LLY | Eli Lilly & Co | -0.2% | -1.68% | 減碼 |
| 41 | CAG | Conagra Brands Inc | -0.2% | -46.03% | 減碼 |
| 42 | AAPL | Apple Inc | -0.2% | -6.82% | 減碼 |
| 43 | MCD | Mcdonald's CORP | -0.2% | -4.36% | 減碼 |
| 44 | PEP | Pepsico Inc | -0.2% | -1.11% | 減碼 |
| 45 | CVX | Chevron CORP | -0.2% | -0.32% | 減碼 |
| 46 | AMGN | Amgen Inc | -0.3% | -3.01% | 減碼 |
| 47 | BAX | Baxter International Inc | -0.3% | -43.77% | 減碼 |
| 48 | KMB | Kimberly-clark CORP | -0.4% | +0.51% | 加碼 |
| 49 | BMY | Bristol-myers Squibb Co | -0.5% | -9.93% | 減碼 |
| 50 | PG | Procter & Gamble Co/the | -0.7% | -2.06% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Meyer Handelman Co 在 Q3 2025 季度的美股持倉總市值約為 US$35.3億，共申報了 214 個公開持股部位。
在 Q3 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 (4.4%)、IBM (3.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.8% 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。
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$1.8億
在 Q3 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 18 個部位、減碼 32 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。
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。