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: 0001317724
申報總市值
US$64.8億
US$64.8億
102 檔
20.3%
截至 Q4 2025 季度末，Mondrian Investment Partners LTD 的美股持倉估值約為 US$64.8億，全數申報部位共有 102 檔。
在 Q4 2025，Mondrian Investment Partners LTD 進行了溫和的常態性持倉調整（包含新建倉 3 檔、加碼 18 檔、減碼 29 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
整體而言，Mondrian Investment Partners LTD 的前 5 大持股（包含 LYG, SAN, GSK）貢獻了組合市值的 20.3%，形成該機構在 Q4 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 | LYG | Lloyds Banking Group Plc-adr | 股票-金融 | 4.90% | +0.59% | -10.82% | |
| 2 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 4.76% | +0.36% | -8.80% | |
| 3 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 4.70% | -0.15% | -0.52% | |
| 4 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 3.73% | +0.03% | -9.29% | |
| 5 | SNY | Sanofi-adr | 股票-醫療保健 | 3.59% | — | +23.55% | |
| 6 | PHG | Koninklijke Philips Nvr- Ny | 股票-醫療保健 | 3.53% | +0.18% | -0.17% | |
| 7 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 3.50% | +0.27% | -10.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.31% | +0.44% | -20.36% | |
| 9 | YUMC | Yum China Holdings Inc | 股票-循環性消費 | 3.10% | +0.75% | +111.98% | |
| 10 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.88% | +0.23% | -1.46% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.85% | +0.33% | -2.17% | |
| 12 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.80% | +0.07% | -2.31% | |
| 13 | BP | Bp Plc-spons Adr | 股票-能源 | 2.66% | -0.90% | -0.71% | |
| 14 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 2.47% | -1.21% | +14.09% | |
| 15 | VALE | Vale Sa-sp Adr | 股票-原物料 | 2.46% | -0.22% | +0.40% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 2.43% | -0.08% | +1.98% | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 2.40% | +0.15% | +15.35% | |
| 18 | SYY | Sysco CORP | 股票-非循環性消費 | 2.25% | -0.79% | +7.14% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 2.24% | +0.65% | +0.78% | |
| 20 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 2.14% | +0.48% | -2.75% | |
| 21 | HMC | Honda Motor Co Ltd-spons Adr | 股票-循環性消費 | 2.10% | -1.50% | -0.36% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.02% | +0.26% | -0.45% | |
| 23 | PLD | Prologis Inc | 股票-房地產 | 2.02% | +0.29% | -2.10% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.97% | +0.56% | +34.26% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.97% | +0.09% | -22.35% | |
| 26 | SHEL | Shell Plc-adr | 股票-能源 | 1.96% | -0.31% | -0.48% | |
| 27 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.85% | -1.62% | EXIT | |
| 28 | CDW | Cdw Corp/de | 股票-科技 | 1.78% | +0.23% | -2.10% | |
| 29 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.64% | -1.45% | +18.21% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.64% | +0.98% | -2.07% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.40% | +0.32% | -1.17% | |
| 32 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 1.39% | -0.18% | -3.49% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.32% | -0.37% | +132.69% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 1.31% | -0.33% | -2.90% | |
| 35 | WPP | Wpp Plc-sponsored Adr | 股票-其他 | 1.20% | -0.79% | +1.53% | |
| 36 | BAP | Credicorp Ltd. | 股票-金融 | 1.19% | +0.05% | -14.42% | |
| 37 | NNN | Nnn Reit Inc | 股票-房地產 | 1.17% | -0.30% | -2.98% | |
| 38 | Q | Qnity Electronics Inc | 股票-科技 | 0.98% | +0.03% | — | |
| 39 | YMM | Full Truck Alliance -spn Adr | 股票-其他 | 0.98% | -0.07% | — | |
| 40 | LHX | L3harris Technologies Inc | 股票-工業 | 0.97% | +0.30% | -25.27% | |
| 41 | KT | Kt Corp-sp Adr | 股票-其他 | 0.92% | -0.20% | +11.04% | |
| 42 | FISV | Fiserv Inc | 股票-其他 | 0.86% | +0.09% | — | |
| 43 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.82% | +0.34% | +42.34% | |
| 44 | KSPI | Jsc Kaspi.kz Adr | 股票-其他 | 0.63% | +0.05% | +16.95% | |
| 45 | B | Barrick Mining CORP | 股票-原物料 | 0.61% | +0.08% | -71.60% | |
| 46 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-其他 | 0.49% | -0.04% | +0.11% | |
| 47 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.48% | — | -55.28% | |
| 48 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.43% | +0.16% | +19.52% | |
| 49 | WDAY | Workday Inc-class A | 股票-科技 | 0.33% | +0.04% | +10.98% | |
| 50 | UAE | Ishares Msci Uae ETF | ETF-其他 | 0.22% | — | +4.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +0.8% | +132.69% | 加碼 |
| 2 | SNY | Sanofi-adr | +0.7% | +23.55% | 加碼 |
| 3 | BAC | Bank Of America CORP | +0.6% | +34.26% | 加碼 |
| 4 | GSK | Gsk Plc-spon Adr | +0.5% | -0.52% | 減碼 |
| 5 | MRK | Merck & Co. Inc. | +0.5% | -2.31% | 減碼 |
| 6 | YUMC | Yum China Holdings Inc | +0.4% | +111.98% | 加碼 |
| 7 | DLTR | Dollar Tree Inc | +0.4% | -2.75% | 減碼 |
| 8 | VALE | Vale Sa-sp Adr | +0.4% | +0.40% | 加碼 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.4% | -2.17% | 減碼 |
| 10 | KVUE | Kenvue Inc | +0.3% | +18.21% | 加碼 |
| 11 | CRM | Salesforce Inc | +0.3% | +1.98% | 加碼 |
| 12 | HDB | Hdfc Bank Ltd-adr | +0.3% | +42.34% | 加碼 |
| 13 | TXN | Texas Instruments Inc | +0.2% | +15.35% | 加碼 |
| 14 | PLD | Prologis Inc | +0.2% | -2.10% | 減碼 |
| 15 | LYG | Lloyds Banking Group Plc-adr | +0.1% | -10.82% | 減碼 |
| 16 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | +14.09% | 加碼 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.17% | 減碼 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +19.52% | 加碼 |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | -1.46% | 減碼 |
| 20 | INFY | Infosys Ltd-sp Adr | +0.1% | -3.49% | 減碼 |
| 21 | KSPI | Jsc Kaspi.kz Adr | +0.1% | +16.95% | 加碼 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | -20.36% | 減碼 |
| 23 | KT | Kt Corp-sp Adr | +0.1% | +11.04% | 加碼 |
| 24 | SAN | Banco Santander Sa-spon Adr | 0% | -8.80% | 減碼 |
| 25 | XOM | Exxon Mobil CORP | 0% | -2.90% | 減碼 |
| 26 | SHEL | Shell Plc-adr | 0% | -0.48% | 減碼 |
| 27 | KSA | Ishrs Msci Saudi Arabia ETF | -0.1% | +0.11% | 加碼 |
| 28 | MU | Micron Technology Inc | -0.1% | -82.07% | 減碼 |
| 29 | BAP | Credicorp Ltd. | -0.1% | -14.42% | 減碼 |
| 30 | SYY | Sysco CORP | -0.1% | +7.14% | 加碼 |
| 31 | WPP | Wpp Plc-sponsored Adr | -0.1% | +1.53% | 加碼 |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -2.07% | 減碼 |
| 33 | NNN | Nnn Reit Inc | -0.2% | -2.98% | 減碼 |
| 34 | MSFT | Microsoft CORP | -0.2% | +0.78% | 加碼 |
| 35 | HMC | Honda Motor Co Ltd-spons Adr | -0.2% | -0.36% | 減碼 |
| 36 | VEA | Vanguard Ftse Developed ETF | -0.2% | -87.13% | 減碼 |
| 37 | BTI | British American Tob-sp Adr | -0.2% | -10.52% | 減碼 |
| 38 | META | Meta Platforms Inc-class A | -0.3% | -0.45% | 減碼 |
| 39 | WFC | Wells Fargo & Co | -0.3% | -22.35% | 減碼 |
| 40 | CDW | Cdw Corp/de | -0.4% | -2.10% | 減碼 |
| 41 | LHX | L3harris Technologies Inc | -0.4% | -25.27% | 減碼 |
| 42 | 6D8 | Dupont De Nemours Inc | -0.5% | +57.24% | 加碼 |
| 43 | LH | Labcorp Holdings Inc | -0.8% | -55.28% | 減碼 |
| 44 | SONY | Sony Group CORP - Sp Adr | -0.9% | -9.29% | 減碼 |
| 45 | B | Barrick Mining CORP | -1% | -71.60% | 減碼 |
| 46 | PEP | Pepsico Inc | -1.6% | -3.71% | 減碼 |
| 47 | HCA | Hca Healthcare Inc | -1.8% | -99.44% | 減碼 |
| 48 | Q | Qnity Electronics Inc | — | NEW | 新建倉 |
| 49 | YMM | Full Truck Alliance -spn Adr | — | NEW | 新建倉 |
| 50 | FISV | Fiserv Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Mondrian Investment Partners LTD 在 Q4 2025 季度的美股持倉總市值約為 US$64.8億，共申報了 102 個公開持股部位。
在 Q4 2025 季度，Mondrian Investment Partners LTD 按市值排列的前三大核心持股分別為：LYG (4.9%)、SAN (4.8%)、GSK (4.7%)。其中最大持股部位 LYG 佔據整體投資組合約 4.9% 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
Q
市值: US$5961.9萬
本季最大獲利了結 / 清倉標的
LYG
前期市值: US$2.9億
在 Q4 2025 季度中，Mondrian Investment Partners LTD 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 18 個部位、減碼 29 個部位以及清倉 0 個部位。 其中最大新建倉標的為 Q。
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。