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: 0001755651
申報總市值
US$3.1億
US$3.1億
90 檔
11.8%
根據最新整理的 13F 季度數據集，Monte Financial Group, LLC 於 Q2 2025 結束時的管理資產規模為 US$3.1億。該機構在本季度申報了 90 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q2 2025 的申報異動，Monte Financial Group, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 35 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，Monte Financial Group, LLC 的前 5 大持股（包含 WFC, TGT, ABT）貢獻了組合市值的 11.8%，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 | WFC | Wells Fargo & Co | 股票-金融 | 3.37% | +0.01% | -0.63% | |
| 2 | TGT | Target CORP | 股票-循環性消費 | 2.78% | -0.11% | EXIT | |
| 3 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.74% | +0.58% | -11.63% | |
| 4 | RTX | Rtx CORP | 股票-工業 | 2.71% | +0.10% | +0.61% | |
| 5 | HD | Home Depot Inc | 股票-循環性消費 | 2.70% | +0.44% | +0.41% | |
| 6 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.68% | -0.12% | -12.85% | |
| 7 | DELL | Dell Technologies -c | 股票-科技 | 2.67% | -0.79% | -13.78% | |
| 8 | HSY | Hershey Co/the | 股票-非循環性消費 | 2.67% | -2.23% | +0.61% | |
| 9 | GLW | Corning Inc | 股票-科技 | 2.54% | -0.12% | -0.94% | |
| 10 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 2.47% | -0.12% | -0.93% | |
| 11 | EOG | Eog Resources Inc | 股票-能源 | 2.42% | -0.14% | +1.52% | |
| 12 | GRMN | Garmin Ltd. | 股票-科技 | 2.33% | +0.31% | +0.00% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 2.32% | -0.04% | -20.01% | |
| 14 | CME | Cme Group Inc | 股票-金融 | 2.26% | -0.34% | -1.43% | |
| 15 | MTB | M & T Bank CORP | 股票-金融 | 2.24% | +0.17% | -0.34% | |
| 16 | HIG | Hartford Insurance Group Inc | 股票-金融 | 2.24% | -0.06% | -1.12% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 2.22% | -0.39% | +0.21% | |
| 18 | RF | Regions Financial CORP | 股票-金融 | 2.19% | +0.19% | +0.14% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.18% | -0.15% | +0.15% | |
| 20 | PFE | Pfizer Inc | 股票-醫療保健 | 2.17% | -0.98% | -8.56% | |
| 21 | UPS | United Parcel Service-cl B | 股票-工業 | 2.11% | -0.04% | +2.34% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 2.02% | +0.52% | -1.54% | |
| 23 | APD | Air Products & Chemicals Inc | 股票-原物料 | 2.02% | -0.10% | +0.13% | |
| 24 | SWK | Stanley Black & Decker Inc | 股票-工業 | 1.90% | +0.42% | -8.87% | |
| 25 | OMC | Omnicom Group | 股票-通訊服務 | 1.86% | -2.02% | EXIT | |
| 26 | AVY | Avery Dennison CORP | 股票-循環性消費 | 1.86% | +0.12% | +22.73% | |
| 27 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.83% | +0.15% | +2.44% | |
| 28 | CPB | THE Campbell's Company | 股票-非循環性消費 | 1.81% | -1.39% | EXIT | |
| 29 | PPG | Ppg Industries Inc | 股票-原物料 | 1.78% | -0.10% | +0.40% | |
| 30 | BKR | Baker Hughes Co | 股票-能源 | 1.75% | -0.18% | +75.73% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | +0.22% | +6.09% | |
| 32 | WSO | Watsco Inc | 股票-工業 | 1.73% | -0.28% | +0.44% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 1.67% | +0.46% | +0.77% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.51% | -0.02% | -22.23% | |
| 35 | MDT | Medtronic plc | 股票-醫療保健 | 1.09% | +0.82% | — | |
| 36 | GAP | Gap Inc/the | 股票-循環性消費 | 1.01% | -0.53% | — | |
| 37 | AAPL | Apple Inc | 股票-科技 | 0.99% | +0.09% | +17.41% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | +0.06% | +0.90% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | -0.04% | +1.82% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | +0.07% | -0.18% | |
| 41 | APH | Amphenol Corp-cl A | 股票-科技 | 0.73% | -0.05% | -1.35% | |
| 42 | PH | Parker Hannifin CORP | 股票-工業 | 0.73% | -0.03% | — | |
| 43 | AXP | American Express Co | 股票-金融 | 0.71% | +0.02% | +1.06% | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.68% | -0.22% | +0.10% | |
| 45 | SO | Southern Co/the | 股票-公用事業 | 0.64% | -0.07% | — | |
| 46 | MCO | Moody's CORP | 股票-金融 | 0.64% | — | +0.73% | |
| 47 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.63% | +0.14% | +57.90% | |
| 48 | GNRC | Generac Holdings Inc | 股票-工業 | 0.62% | — | -6.71% | |
| 49 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.62% | — | -0.12% | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.61% | -0.01% | +3.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | +1.1% | NEW | 新建倉 |
| 2 | GAP | Gap Inc/the | +1% | NEW | 新建倉 |
| 3 | BKR | Baker Hughes Co | +0.6% | +75.73% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.4% | +6.09% | 加碼 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | NEW | 新建倉 |
| 6 | TXN | Texas Instruments Inc | +0.3% | +0.77% | 加碼 |
| 7 | WFC | Wells Fargo & Co | +0.3% | -0.63% | 減碼 |
| 8 | AMZN | Amazon.com Inc | +0.3% | +57.90% | 加碼 |
| 9 | GLW | Corning Inc | +0.3% | -0.94% | 減碼 |
| 10 | DELL | Dell Technologies -c | +0.3% | -13.78% | 減碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | +1.82% | 加碼 |
| 12 | AVY | Avery Dennison CORP | +0.2% | +22.73% | 加碼 |
| 13 | APH | Amphenol Corp-cl A | +0.2% | -1.35% | 減碼 |
| 14 | RF | Regions Financial CORP | +0.2% | +0.14% | 加碼 |
| 15 | MTB | M & T Bank CORP | +0.2% | -0.34% | 減碼 |
| 16 | KLAC | Kla CORP | +0.1% | +0.10% | 加碼 |
| 17 | DIS | Walt Disney Co/the | +0.1% | NEW | 新建倉 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +0.90% | 加碼 |
| 19 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建倉 |
| 20 | AXON | Axon Enterprise Inc | +0.1% | NEW | 新建倉 |
| 21 | AXP | American Express Co | +0.1% | +1.06% | 加碼 |
| 22 | FDIS | Fidelity Msci Cons Discr Ind | +0.1% | NEW | 新建倉 |
| 23 | BA | Boeing Co/the | +0.1% | NEW | 新建倉 |
| 24 | AAPL | Apple Inc | +0.1% | +17.41% | 加碼 |
| 25 | TT | Trane Technologies plc | +0.1% | +1.81% | 加碼 |
| 26 | GE | General Electric | +0.1% | +1.74% | 加碼 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | — | 不變 |
| 28 | PH | Parker Hannifin CORP | +0.1% | — | 不變 |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.55% | 加碼 |
| 30 | SBUX | Starbucks CORP | 0% | +2.44% | 加碼 |
| 31 | RTX | Rtx CORP | 0% | +0.61% | 加碼 |
| 32 | MCO | Moody's CORP | 0% | +0.73% | 加碼 |
| 33 | GNRC | Generac Holdings Inc | 0% | -6.71% | 減碼 |
| 34 | PPG | Ppg Industries Inc | 0% | +0.40% | 加碼 |
| 35 | EOG | Eog Resources Inc | -0.1% | +1.52% | 加碼 |
| 36 | GRMN | Garmin Ltd. | -0.1% | +0.00% | 加碼 |
| 37 | SWK | Stanley Black & Decker Inc | -0.1% | -8.87% | 減碼 |
| 38 | APD | Air Products & Chemicals Inc | -0.1% | +0.13% | 加碼 |
| 39 | NVS | Novartis Ag-sponsored Adr | -0.1% | -0.93% | 減碼 |
| 40 | UPS | United Parcel Service-cl B | -0.1% | +2.34% | 加碼 |
| 41 | TGT | Target CORP | -0.1% | +1.82% | 加碼 |
| 42 | HIG | Hartford Insurance Group Inc | -0.1% | -1.12% | 減碼 |
| 43 | HD | Home Depot Inc | -0.2% | +0.41% | 加碼 |
| 44 | UNH | Unitedhealth Group Inc | -0.3% | +3.65% | 加碼 |
| 45 | ULTA | Ulta Beauty Inc | -0.5% | EXIT | 清倉 |
| 46 | WSO | Watsco Inc | -0.5% | +0.44% | 加碼 |
| 47 | CMCSA | Comcast Corp-class A | -0.6% | -12.85% | 減碼 |
| 48 | ABT | Abbott Laboratories | -0.6% | -11.63% | 減碼 |
| 49 | MRK | Merck & Co. Inc. | -0.6% | -22.23% | 減碼 |
| 50 | CPB | THE Campbell's Company | -0.6% | +1.42% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Monte Financial Group, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$3.1億，共申報了 90 個公開持股部位。
在 Q2 2025 季度，Monte Financial Group, LLC 按市值排列的前三大核心持股分別為：WFC (3.4%)、TGT (2.8%)、ABT (2.7%)。其中最大持股部位 WFC 佔據整體投資組合約 3.4% 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
MDT
市值: US$280.0萬
本季最大獲利了結 / 清倉標的
ULTA
前期市值: US$108.8萬
在 Q2 2025 季度中，Monte Financial Group, LLC 共進行了 48 項持倉異動，包含新建倉 8 個部位、加碼 27 個部位、減碼 12 個部位以及清倉 1 個部位。 其中最大新建倉標的為 MDT。 本季清倉部位包含 ULTA。
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。