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: 0000903947
申報總市值
US$37.7億
US$37.7億
136 檔
12.7%
截至 Q2 2025 季度末，Miller Howard Investments Inc /ny 的美股持倉估值約為 US$37.7億，全數申報部位共有 136 檔。
觀察 Q2 2025 的申報異動，Miller Howard Investments Inc /ny 採取了強勁的買進策略，建倉與加碼動作（合計 90 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Miller Howard Investments Inc /ny 的前 5 大持股（包含 MPLX, EPD, ET）貢獻了組合市值的 12.7%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | MPLX | Mplx LP | 股票-能源 | 3.66% | -0.01% | -3.43% | |
| 2 | EPD | Enterprise Products Partners | 股票-能源 | 3.30% | -0.14% | +0.73% | |
| 3 | ET | Energy Transfer LP | 股票-能源 | 3.00% | -0.05% | +3.60% | |
| 4 | CSCO | Cisco Systems Inc | 股票-科技 | 2.75% | +0.55% | +0.20% | |
| 5 | PAYX | Paychex Inc | 股票-科技 | 2.51% | +0.23% | +0.19% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.51% | +0.02% | +0.00% | |
| 7 | ORI | Old Republic Intl CORP | 股票-金融 | 2.46% | -0.60% | +0.14% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.39% | +0.28% | +0.15% | |
| 9 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.33% | -0.19% | -0.17% | |
| 10 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 2.27% | -1.13% | -0.16% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.11% | — | +0.19% | |
| 12 | VICI | Vici Properties Inc | 股票-房地產 | 2.09% | — | +0.25% | |
| 13 | STT | State Street CORP | 股票-金融 | 2.04% | +0.20% | +27.42% | |
| 14 | MDT | Medtronic plc | 股票-醫療保健 | 2.03% | +0.08% | +0.13% | |
| 15 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 2.02% | -0.82% | +0.79% | |
| 16 | EWBC | East West Bancorp Inc | 股票-金融 | 2.00% | +0.31% | +0.05% | |
| 17 | EXC | Exelon CORP | 股票-公用事業 | 1.99% | -0.26% | +0.38% | |
| 18 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.91% | -0.01% | +0.64% | |
| 19 | WES | Western Midstream Partners L | 股票-能源 | 1.80% | +0.13% | +2.95% | |
| 20 | WMB | Williams Cos Inc | 股票-能源 | 1.80% | +0.06% | +27.64% | |
| 21 | TRP | Tc Energy CORP | 股票-能源 | 1.79% | +0.01% | +93.81% | |
| 22 | ENB | Enbridge Inc | 股票-能源 | 1.76% | -0.05% | +11.12% | |
| 23 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 1.66% | +0.06% | +0.10% | |
| 24 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.61% | -0.99% | +1.47% | |
| 25 | ETR | Entergy CORP | 股票-公用事業 | 1.60% | +0.01% | +1.10% | |
| 26 | C | Citigroup Inc | 股票-金融 | 1.60% | +0.29% | +27.38% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.59% | +0.19% | +0.14% | |
| 28 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.59% | -0.17% | +31.92% | |
| 29 | HESM | Hess Midstream LP - Class A | 股票-其他 | 1.55% | -0.04% | -2.06% | |
| 30 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.55% | — | -0.16% | |
| 31 | CNQ | Canadian Natural Resources | 股票-能源 | 1.45% | -0.42% | +0.83% | |
| 32 | LNG | Cheniere Energy Inc | 股票-能源 | 1.41% | -0.23% | +12.76% | |
| 33 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 1.33% | — | +2.52% | |
| 34 | CMS | Cms Energy CORP | 股票-公用事業 | 1.26% | -0.03% | +0.73% | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.23% | +0.19% | +0.19% | |
| 36 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 1.23% | +0.32% | +0.42% | |
| 37 | HST | Host Hotels & Resorts Inc | 股票-房地產 | 1.20% | +0.25% | +26.61% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 1.20% | +0.46% | +0.15% | |
| 39 | SUN | Sunoco LP | 股票-其他 | 1.17% | +0.29% | +0.56% | |
| 40 | USB | US Bancorp | 股票-金融 | 1.17% | +0.43% | +25.76% | |
| 41 | AM | Antero Midstream CORP | 股票-能源 | 1.16% | -0.04% | +11.22% | |
| 42 | NTR | Nutrien LTD | 股票-原物料 | 1.15% | -0.24% | +0.15% | |
| 43 | PSX | Phillips 66 | 股票-能源 | 1.07% | -0.16% | -0.72% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.03% | +0.61% | -0.37% | |
| 45 | OGE | Oge Energy CORP | 股票-公用事業 | 1.00% | -0.01% | +0.23% | |
| 46 | HRB | H&r Block Inc | 股票-循環性消費 | 0.98% | — | +1.27% | |
| 47 | JEF | Jefferies Financial Group In | 股票-金融 | 0.90% | — | +0.13% | |
| 48 | TRGP | Targa Resources CORP | 股票-能源 | 0.89% | +0.14% | -32.61% | |
| 49 | EMN | Eastman Chemical Co | 股票-原物料 | 0.83% | -0.18% | — | |
| 50 | GEL | Genesis Energy L.p. | 股票-其他 | 0.81% | -0.42% | +20.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TRP | Tc Energy CORP | +0.9% | +93.81% | 加碼 |
| 2 | EMN | Eastman Chemical Co | +0.8% | NEW | 新建倉 |
| 3 | STT | State Street CORP | +0.7% | +27.42% | 加碼 |
| 4 | C | Citigroup Inc | +0.6% | +27.38% | 加碼 |
| 5 | WMB | Williams Cos Inc | +0.5% | +27.64% | 加碼 |
| 6 | KMI | Kinder Morgan, Inc. | +0.4% | +31.92% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +0.19% | 加碼 |
| 8 | HST | Host Hotels & Resorts Inc | +0.3% | +26.61% | 加碼 |
| 9 | CSCO | Cisco Systems Inc | +0.3% | +0.20% | 加碼 |
| 10 | USB | US Bancorp | +0.3% | +25.76% | 加碼 |
| 11 | GS | Goldman Sachs Group Inc | +0.3% | +0.19% | 加碼 |
| 12 | EWBC | East West Bancorp Inc | +0.2% | +0.05% | 加碼 |
| 13 | LNG | Cheniere Energy Inc | +0.2% | +12.76% | 加碼 |
| 14 | ENB | Enbridge Inc | +0.2% | +11.12% | 加碼 |
| 15 | GEL | Genesis Energy L.p. | +0.2% | +20.79% | 加碼 |
| 16 | BAC | Bank Of America CORP | +0.2% | +0.14% | 加碼 |
| 17 | BNY | Bank Of New York Mellon CORP | +0.2% | -0.16% | 減碼 |
| 18 | NTR | Nutrien LTD | +0.2% | +0.15% | 加碼 |
| 19 | AM | Antero Midstream CORP | +0.2% | +11.22% | 加碼 |
| 20 | TXN | Texas Instruments Inc | +0.2% | +0.15% | 加碼 |
| 21 | CEG | Constellation Energy | +0.2% | +4.63% | 加碼 |
| 22 | ✓ | Keyera CORP Com | +0.1% | +27.35% | 加碼 |
| 23 | XEL | Xcel Energy Inc | +0.1% | +174.52% | 加碼 |
| 24 | MPC | Marathon Petroleum CORP | +0.1% | +62.33% | 加碼 |
| 25 | ✓ | Gibson Energy Inc Com | +0.1% | +37.08% | 加碼 |
| 26 | LAMR | Lamar Advertising Co-a | +0.1% | +0.42% | 加碼 |
| 27 | GPOR | Gulfport Energy CORP | +0.1% | +84.38% | 加碼 |
| 28 | VST | Vistra CORP | +0.1% | +5.73% | 加碼 |
| 29 | PBA | Pembina Pipeline CORP | +0.1% | +15.93% | 加碼 |
| 30 | CNQ | Canadian Natural Resources | 0% | +0.83% | 加碼 |
| 31 | DTM | Dt Midstream Inc | 0% | -6.02% | 減碼 |
| 32 | CSX | Csx CORP | 0% | +8.45% | 加碼 |
| 33 | SRE | Sempra | 0% | +6.49% | 加碼 |
| 34 | NGG | National Grid Plc-sp Adr | 0% | +2.85% | 加碼 |
| 35 | ET | Energy Transfer LP | 0% | +3.60% | 加碼 |
| 36 | WCN | Waste Connections Inc | 0% | +19.85% | 加碼 |
| 37 | EQIX | Equinix Inc | 0% | +23.91% | 加碼 |
| 38 | AMT | American Tower CORP | 0% | +3.44% | 加碼 |
| 39 | JEF | Jefferies Financial Group In | 0% | +0.13% | 加碼 |
| 40 | NOMD | Nomad Foods Limited | 0% | NEW | 新建倉 |
| 41 | CNP | Centerpoint Energy Inc | 0% | +2.75% | 加碼 |
| 42 | NI | Nisource Inc | 0% | +3.64% | 加碼 |
| 43 | HRB | H&r Block Inc | 0% | +1.27% | 加碼 |
| 44 | PEG | Public Service Enterprise Gp | 0% | +2.81% | 加碼 |
| 45 | T | At&t Inc | 0% | +2.48% | 加碼 |
| 46 | AVGO | Broadcom Inc | 0% | -15.28% | 減碼 |
| 47 | ATO | Atmos Energy CORP | 0% | +3.48% | 加碼 |
| 48 | NTAP | Netapp Inc | 0% | NEW | 新建倉 |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | 新建倉 |
| 50 | AEE | Ameren Corporation | 0% | +7.13% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Miller Howard Investments Inc /ny 在 Q2 2025 季度的美股持倉總市值約為 US$37.7億，共申報了 136 個公開持股部位。
在 Q2 2025 季度，Miller Howard Investments Inc /ny 按市值排列的前三大核心持股分別為：MPLX (3.7%)、EPD (3.3%)、ET (3.0%)。其中最大持股部位 MPLX 佔據整體投資組合約 3.7% 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
EMN
市值: US$2621.2萬
本季最大獲利了結 / 清倉標的
MRK
前期市值: US$3273.3萬
在 Q2 2025 季度中，Miller Howard Investments Inc /ny 共進行了 143 項持倉異動，包含新建倉 4 個部位、加碼 86 個部位、減碼 46 個部位以及清倉 7 個部位。 其中最大新建倉標的為 EMN。 本季清倉部位包含 MRK。
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。