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
92 檔
12.7%
Monte Financial Group, LLC 在 Q3 2025 季度的美股部位總計估值為 US$3.1億，分散於 92 個持倉標的之中，反映其市場參與廣度與投資規模。
Monte Financial Group, LLC 於 Q3 2025 展現出進攻型調倉步調，本季推動了 5 檔股票的新建倉與 23 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Monte Financial Group, LLC 的前 5 大核心持股（包含 WFC, RTX, HSY 等）合計佔整體申報市值的 12.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 3.33% | +0.01% | +0.08% | |
| 2 | RTX | Rtx CORP | 股票-工業 | 2.89% | +0.10% | -1.73% | |
| 3 | HSY | Hershey Co/the | 股票-非循環性消費 | 2.86% | -2.23% | +0.43% | |
| 4 | HD | Home Depot Inc | 股票-循環性消費 | 2.86% | +0.44% | +1.10% | |
| 5 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.60% | +0.58% | +1.96% | |
| 6 | DELL | Dell Technologies -c | 股票-科技 | 2.54% | -0.79% | -12.99% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.52% | -0.15% | +0.53% | |
| 8 | PFE | Pfizer Inc | 股票-醫療保健 | 2.42% | -0.98% | +12.21% | |
| 9 | BKR | Baker Hughes Co | 股票-能源 | 2.42% | -0.18% | +14.80% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.39% | -0.39% | +4.98% | |
| 11 | TGT | Target CORP | 股票-循環性消費 | 2.38% | -0.11% | EXIT | |
| 12 | GLW | Corning Inc | 股票-科技 | 2.37% | -0.12% | -36.82% | |
| 13 | OMC | Omnicom Group | 股票-通訊服務 | 2.33% | -2.02% | EXIT | |
| 14 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.27% | -0.12% | +1.53% | |
| 15 | HIG | Hartford Insurance Group Inc | 股票-金融 | 2.23% | -0.06% | +0.13% | |
| 16 | GRMN | Garmin Ltd. | 股票-科技 | 2.20% | +0.31% | -15.46% | |
| 17 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 2.20% | -0.12% | -11.21% | |
| 18 | EOG | Eog Resources Inc | 股票-能源 | 2.18% | -0.14% | +1.72% | |
| 19 | CME | Cme Group Inc | 股票-金融 | 2.09% | -0.34% | -0.37% | |
| 20 | CPB | THE Campbell's Company | 股票-非循環性消費 | 2.08% | -1.39% | EXIT | |
| 21 | RF | Regions Financial CORP | 股票-金融 | 2.07% | +0.19% | -11.17% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 2.06% | -0.04% | +24.73% | |
| 23 | AVY | Avery Dennison CORP | 股票-循環性消費 | 2.01% | +0.12% | +23.54% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 2.00% | -0.04% | -7.39% | |
| 25 | SWK | Stanley Black & Decker Inc | 股票-工業 | 1.99% | +0.42% | +0.79% | |
| 26 | GAP | Gap Inc/the | 股票-循環性消費 | 1.88% | -0.53% | +100.72% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 1.88% | +0.52% | +3.16% | |
| 28 | MTB | M & T Bank CORP | 股票-金融 | 1.87% | +0.17% | -13.73% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | +0.22% | -3.24% | |
| 30 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.62% | +0.15% | +1.14% | |
| 31 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.59% | -0.10% | -13.61% | |
| 32 | PPG | Ppg Industries Inc | 股票-原物料 | 1.59% | -0.10% | +1.71% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.59% | -0.02% | +4.66% | |
| 34 | WSO | Watsco Inc | 股票-工業 | 1.53% | -0.28% | +1.75% | |
| 35 | MDT | Medtronic plc | 股票-醫療保健 | 1.49% | +0.82% | +32.83% | |
| 36 | TXN | Texas Instruments Inc | 股票-科技 | 1.43% | +0.46% | +2.10% | |
| 37 | AAPL | Apple Inc | 股票-科技 | 1.12% | +0.09% | -3.19% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | +0.06% | -0.89% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | -0.04% | -2.46% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.77% | -0.22% | -0.15% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.74% | +0.02% | +5.32% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | +0.07% | +6.35% | |
| 43 | APH | Amphenol Corp-cl A | 股票-科技 | 0.70% | -0.05% | -19.22% | |
| 44 | PH | Parker Hannifin CORP | 股票-工業 | 0.70% | -0.03% | -6.51% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | -0.06% | +8.20% | |
| 46 | SO | Southern Co/the | 股票-公用事業 | 0.63% | -0.07% | — | |
| 47 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.62% | +0.14% | +4.59% | |
| 48 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.58% | -0.07% | -0.55% | |
| 49 | MCO | Moody's CORP | 股票-金融 | 0.58% | — | +0.36% | |
| 50 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.58% | — | -9.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BKR | Baker Hughes Co | +1.3% | +14.80% | 加碼 |
| 2 | AVY | Avery Dennison CORP | +0.4% | +23.54% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.3% | -2.46% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.3% | -3.24% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.3% | +4.59% | 加碼 |
| 6 | WFC | Wells Fargo & Co | +0.3% | +0.08% | 減碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +8.20% | 加碼 |
| 8 | OMC | Omnicom Group | +0.2% | +16.89% | 加碼 |
| 9 | KLAC | Kla CORP | +0.2% | -0.15% | 減碼 |
| 10 | RTX | Rtx CORP | +0.2% | -1.73% | 減碼 |
| 11 | AAPL | Apple Inc | +0.2% | -3.19% | 加碼 |
| 12 | IT | Gartner Inc | +0.2% | +169.55% | 加碼 |
| 13 | APH | Amphenol Corp-cl A | +0.2% | -19.22% | 減碼 |
| 14 | DELL | Dell Technologies -c | +0.1% | -12.99% | 減碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.89% | 不變 |
| 16 | AXP | American Express Co | +0.1% | +5.32% | 加碼 |
| 17 | GE | General Electric | +0.1% | -1.79% | 減碼 |
| 18 | TSLA | Tesla Inc | +0.1% | +1.54% | 加碼 |
| 19 | GLW | Corning Inc | +0.1% | -36.82% | 減碼 |
| 20 | TXN | Texas Instruments Inc | +0.1% | +2.10% | 加碼 |
| 21 | CDNS | Cadence Design Sys Inc | +0.1% | -0.55% | 加碼 |
| 22 | RF | Regions Financial CORP | +0.1% | -11.17% | 減碼 |
| 23 | TT | Trane Technologies plc | +0.1% | +3.71% | 加碼 |
| 24 | PH | Parker Hannifin CORP | 0% | -6.51% | 減碼 |
| 25 | LIN | Linde plc | 0% | +8.85% | 加碼 |
| 26 | TJX | Tjx Companies Inc | 0% | +10.50% | 加碼 |
| 27 | SWK | Stanley Black & Decker Inc | — | +0.79% | 減碼 |
| 28 | JNJ | Johnson & Johnson | 0% | +0.53% | 加碼 |
| 29 | CVX | Chevron CORP | 0% | +4.98% | 加碼 |
| 30 | PFE | Pfizer Inc | 0% | +12.21% | 加碼 |
| 31 | HD | Home Depot Inc | -0.1% | +1.10% | 加碼 |
| 32 | HSY | Hershey Co/the | -0.1% | +0.43% | 加碼 |
| 33 | HIG | Hartford Insurance Group Inc | -0.1% | +0.13% | 減碼 |
| 34 | UPS | United Parcel Service-cl B | -0.2% | +24.73% | 加碼 |
| 35 | SBUX | Starbucks CORP | -0.2% | +1.14% | 加碼 |
| 36 | GRMN | Garmin Ltd. | -0.2% | -15.46% | 減碼 |
| 37 | UNH | Unitedhealth Group Inc | -0.5% | -37.68% | 減碼 |
| 38 | APD | Air Products & Chemicals Inc | -0.5% | -13.61% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.6% | +4.66% | 減碼 |
| 40 | CSCO | Cisco Systems Inc | -0.6% | -7.39% | 減碼 |
| 41 | WSO | Watsco Inc | -0.7% | +1.75% | 加碼 |
| 42 | ABT | Abbott Laboratories | -0.8% | +1.96% | 減碼 |
| 43 | CMCSA | Comcast Corp-class A | -1% | +1.53% | 減碼 |
| 44 | GAP | Gap Inc/the | — | NEW | 新建倉 |
| 45 | MDT | Medtronic plc | — | NEW | 新建倉 |
| 46 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建倉 |
| 47 | ORLY | O'reilly Automotive Inc | — | EXIT | 清倉 |
| 48 | ULTA | Ulta Beauty Inc | — | EXIT | 清倉 |
| 49 | T | At&t Inc | — | NEW | 新建倉 |
| 50 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Monte Financial Group, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$3.1億，共申報了 92 個公開持股部位。
在 Q3 2025 季度，Monte Financial Group, LLC 按市值排列的前三大核心持股分別為：WFC (3.3%)、RTX (2.9%)、HSY (2.9%)。其中最大持股部位 WFC 佔據整體投資組合約 3.3% 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
GAP
市值: US$510.5萬
本季最大獲利了結 / 清倉標的
ORLY
前期市值: US$117.3萬
在 Q3 2025 季度中，Monte Financial Group, LLC 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 23 個部位、減碼 19 個部位以及清倉 2 個部位。 其中最大新建倉標的為 GAP。 本季清倉部位包含 ORLY。
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。