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: 0000938759
申報總市值
US$4.4億
US$4.4億
122 檔
18.8%
截至 Q3 2025 季度末，Monarch Capital Management Inc 的美股持倉估值約為 US$4.4億，全數申報部位共有 122 檔。
Monarch Capital Management Inc 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 6 個全新部位及加碼 21 檔持股的同時，亦同步清倉 1 檔並減碼 22 檔標的。
整體而言，Monarch Capital Management Inc 的前 5 大持股（包含 MSFT, AAPL, HD）貢獻了組合市值的 18.8%，形成該機構在 Q3 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 | MSFT | Microsoft CORP | 股票-科技 | 6.16% | -0.21% | -1.39% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.06% | +0.16% | -2.84% | |
| 3 | HD | Home Depot Inc | 股票-循環性消費 | 3.32% | -0.01% | -0.27% | |
| 4 | WMT | Walmart Inc | 股票-非循環性消費 | 3.30% | -0.62% | -1.89% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.25% | -0.90% | — | |
| 6 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.91% | -0.55% | +2.28% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.87% | +0.23% | -1.75% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.84% | -0.14% | +0.28% | |
| 9 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.56% | -0.04% | +1.20% | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 2.53% | +0.06% | -0.87% | |
| 11 | LKFN | Lakeland Financial CORP | 股票-其他 | 2.42% | — | -0.36% | |
| 12 | KR | Kroger Co | 股票-非循環性消費 | 2.39% | -0.68% | +1.37% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.36% | +0.37% | -0.18% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 2.35% | +0.91% | -0.60% | |
| 15 | FELE | Franklin Electric Co Inc | 股票-工業 | 2.27% | +0.14% | -0.05% | |
| 16 | PWR | Quanta Services Inc | 股票-工業 | 2.04% | +0.23% | -7.27% | |
| 17 | EMR | Emerson Electric Co | 股票-工業 | 1.89% | +0.04% | -0.84% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.79% | -0.20% | +1.46% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.74% | -0.09% | +1.05% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | +0.07% | -4.05% | |
| 21 | AFL | Aflac Inc | 股票-金融 | 1.61% | -0.02% | -0.02% | |
| 22 | USB | US Bancorp | 股票-金融 | 1.59% | +0.12% | -0.24% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.58% | -0.03% | -1.12% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 1.40% | -0.18% | -2.81% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | -0.57% | -2.08% | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 1.30% | -0.02% | -0.67% | |
| 27 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.20% | -0.19% | -0.97% | |
| 28 | MMM | 3m Co | 股票-工業 | 1.18% | +0.05% | +0.74% | |
| 29 | FISV | Fiserv Inc | 股票-其他 | 1.18% | +0.02% | +23.06% | |
| 30 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.17% | +0.08% | +1.47% | |
| 31 | SYY | Sysco CORP | 股票-非循環性消費 | 1.16% | +0.10% | -1.39% | |
| 32 | FFIV | F5 Inc | 股票-科技 | 1.13% | +0.32% | -4.93% | |
| 33 | ACN | Accenture plc | 股票-科技 | 1.11% | -0.34% | +2.76% | |
| 34 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.10% | -0.16% | +1.45% | |
| 35 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.10% | +0.10% | — | |
| 36 | STLD | Steel Dynamics Inc | 股票-原物料 | 1.07% | +0.11% | -0.40% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.99% | +0.13% | +0.03% | |
| 38 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 0.87% | -0.08% | +2.95% | |
| 39 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.84% | -0.06% | +0.45% | |
| 40 | PFE | Pfizer Inc | 股票-醫療保健 | 0.76% | -0.16% | +1.19% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.74% | +1.38% | -0.52% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.72% | +0.04% | -1.51% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.02% | -1.50% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.68% | -0.07% | -0.43% | |
| 45 | FLS | Flowserve CORP | 股票-工業 | 0.66% | -0.04% | +1.83% | |
| 46 | 35Y | Corecard CORP | 股票-其他 | 0.66% | — | -1.10% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.64% | -0.06% | +1.44% | |
| 48 | CARR | Carrier Global CORP | 股票-工業 | 0.61% | +0.14% | +5.74% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工業 | 0.60% | +0.03% | -0.78% | |
| 50 | GE | General Electric | 股票-工業 | 0.60% | +0.08% | -5.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | -1.39% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -0.18% | 加碼 |
| 3 | PWR | Quanta Services Inc | +0.4% | -7.27% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.03% | 減碼 |
| 5 | INTC | Intel CORP | +0.2% | -0.52% | 減碼 |
| 6 | 35Y | Corecard CORP | +0.2% | -1.10% | 加碼 |
| 7 | REGN | Regeneron Pharmaceuticals | +0.2% | +24.31% | 加碼 |
| 8 | ZIMV | Zimvie Inc | +0.1% | -8.91% | 加碼 |
| 9 | GEV | GE Vernova Inc | +0.1% | +1.29% | 減碼 |
| 10 | AAPL | Apple Inc | +0.1% | -2.84% | 加碼 |
| 11 | RCI | Rogers Communications Inc-b | +0.1% | -2.16% | 加碼 |
| 12 | LMT | Lockheed Martin CORP | +0.1% | +23.67% | 加碼 |
| 13 | ORCL | Oracle CORP | +0.1% | -2.59% | 減碼 |
| 14 | GPC | Genuine Parts Co | +0.1% | +1.47% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -4.05% | 減碼 |
| 16 | GE | General Electric | +0.1% | -5.06% | 減碼 |
| 17 | ADM | Archer-daniels-midland Co | +0.1% | +6.72% | 加碼 |
| 18 | RTX | Rtx CORP | +0.1% | -0.43% | 減碼 |
| 19 | DG | Dollar General CORP | +0.1% | +8.83% | 加碼 |
| 20 | USB | US Bancorp | 0% | -0.24% | 加碼 |
| 21 | FFIV | F5 Inc | 0% | -4.93% | 減碼 |
| 22 | AES | Aes CORP | 0% | +4.44% | 加碼 |
| 23 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.51% | 減碼 |
| 24 | FLS | Flowserve CORP | 0% | +1.83% | 加碼 |
| 25 | EMR | Emerson Electric Co | — | -0.84% | 減碼 |
| 26 | STLD | Steel Dynamics Inc | — | -0.40% | 加碼 |
| 27 | JNJ | Johnson & Johnson | 0% | +0.28% | 加碼 |
| 28 | NEE | Nextera Energy Inc | 0% | +1.45% | 加碼 |
| 29 | CSCO | Cisco Systems Inc | -0.1% | -0.60% | 減碼 |
| 30 | HD | Home Depot Inc | -0.1% | -0.27% | 減碼 |
| 31 | WMT | Walmart Inc | -0.1% | -1.89% | 減碼 |
| 32 | LKFN | Lakeland Financial CORP | -0.1% | -0.36% | 加碼 |
| 33 | ABBV | Abbvie Inc | -0.1% | -1.75% | 減碼 |
| 34 | BMY | Bristol-myers Squibb Co | -0.1% | -1.94% | 減碼 |
| 35 | ZBH | Zimmer Biomet Holdings Inc | -0.2% | +2.95% | 加碼 |
| 36 | XOM | Exxon Mobil CORP | -0.3% | -2.08% | 減碼 |
| 37 | UPS | United Parcel Service-cl B | -0.3% | -0.78% | 減碼 |
| 38 | ACN | Accenture plc | -0.4% | +2.76% | 加碼 |
| 39 | MRK | Merck & Co. Inc. | -0.4% | +1.20% | 加碼 |
| 40 | PG | Procter & Gamble Co/the | -0.5% | +1.05% | 減碼 |
| 41 | KO | Coca-cola Co/the | -0.5% | -1.12% | 減碼 |
| 42 | ADP | Automatic Data Processing | -0.5% | -0.87% | 減碼 |
| 43 | FISV | Fiserv Inc | -0.6% | +23.06% | 加碼 |
| 44 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | 新建倉 |
| 45 | WBA | Walgreens Boots Alliance Inc | — | EXIT | 清倉 |
| 46 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新建倉 |
| 47 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建倉 |
| 48 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 49 | CRM | Salesforce Inc | — | NEW | 新建倉 |
| 50 | VYMI | Vanguard Int High Dvd Yld In | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Monarch Capital Management Inc 在 Q3 2025 季度的美股持倉總市值約為 US$4.4億，共申報了 122 個公開持股部位。
在 Q3 2025 季度，Monarch Capital Management Inc 按市值排列的前三大核心持股分別為：MSFT (6.2%)、AAPL (4.1%)、HD (3.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.2% 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
SGOV
市值: US$1326.2萬
本季最大獲利了結 / 清倉標的
WBA
前期市值: US$88.7萬
在 Q3 2025 季度中，Monarch Capital Management Inc 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 21 個部位、減碼 22 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SGOV。 本季清倉部位包含 WBA。
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。