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
93 檔
12.2%
根據最新整理的 13F 季度數據集，Monte Financial Group, LLC 於 Q4 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 93 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，Monte Financial Group, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 29 個部位並完全清倉 2 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Monte Financial Group, LLC 的前 5 大持股（包含 WFC, RTX, JNJ）貢獻了組合市值的 12.2%，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 | WFC | Wells Fargo & Co | 股票-金融 | 3.23% | +0.01% | -14.13% | |
| 2 | RTX | Rtx CORP | 股票-工業 | 3.11% | +0.10% | -2.85% | |
| 3 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.72% | -0.15% | -4.36% | |
| 4 | HSY | Hershey Co/the | 股票-非循環性消費 | 2.60% | -2.23% | -7.57% | |
| 5 | HD | Home Depot Inc | 股票-循環性消費 | 2.48% | +0.44% | +0.73% | |
| 6 | AVY | Avery Dennison CORP | 股票-循環性消費 | 2.47% | +0.12% | +8.04% | |
| 7 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.46% | +0.58% | -0.43% | |
| 8 | BKR | Baker Hughes Co | 股票-能源 | 2.41% | -0.18% | +5.31% | |
| 9 | GAP | Gap Inc/the | 股票-循環性消費 | 2.35% | -0.53% | +3.16% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.33% | -0.39% | -1.95% | |
| 11 | UPS | United Parcel Service-cl B | 股票-工業 | 2.32% | -0.04% | -6.50% | |
| 12 | HIG | Hartford Insurance Group Inc | 股票-金融 | 2.28% | -0.06% | -2.48% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 2.28% | -0.04% | -0.44% | |
| 14 | OMC | Omnicom Group | 股票-通訊服務 | 2.27% | -2.02% | EXIT | |
| 15 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 2.26% | -0.12% | -5.50% | |
| 16 | PFE | Pfizer Inc | 股票-醫療保健 | 2.23% | -0.98% | -7.09% | |
| 17 | EOG | Eog Resources Inc | 股票-能源 | 2.22% | -0.14% | +7.12% | |
| 18 | PKG | Packaging CORP Of America | 股票-循環性消費 | 2.20% | +0.23% | — | |
| 19 | GLW | Corning Inc | 股票-科技 | 2.15% | -0.12% | -16.38% | |
| 20 | RF | Regions Financial CORP | 股票-金融 | 2.13% | +0.19% | -1.20% | |
| 21 | MTB | M & T Bank CORP | 股票-金融 | 2.12% | +0.17% | +10.11% | |
| 22 | CME | Cme Group Inc | 股票-金融 | 2.10% | -0.34% | -1.95% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.00% | -0.02% | -1.01% | |
| 24 | SWK | Stanley Black & Decker Inc | 股票-工業 | 1.97% | +0.42% | -2.31% | |
| 25 | DELL | Dell Technologies -c | 股票-科技 | 1.81% | -0.79% | -21.16% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 1.80% | +0.52% | +8.21% | |
| 27 | PPG | Ppg Industries Inc | 股票-原物料 | 1.79% | -0.10% | +14.24% | |
| 28 | GRMN | Garmin Ltd. | 股票-科技 | 1.67% | +0.31% | -8.97% | |
| 29 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.61% | +0.15% | -0.94% | |
| 30 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.61% | -0.10% | +10.21% | |
| 31 | CDW | Cdw Corp/de | 股票-科技 | 1.59% | +0.65% | — | |
| 32 | CPB | THE Campbell's Company | 股票-非循環性消費 | 1.59% | -1.39% | EXIT | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | +0.22% | -2.38% | |
| 34 | MDT | Medtronic plc | 股票-醫療保健 | 1.51% | +0.82% | -0.84% | |
| 35 | TXN | Texas Instruments Inc | 股票-科技 | 1.35% | +0.46% | -1.16% | |
| 36 | WSO | Watsco Inc | 股票-工業 | 1.27% | -0.28% | -1.26% | |
| 37 | AAPL | Apple Inc | 股票-科技 | 1.15% | +0.09% | -5.11% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | +0.06% | -1.86% | |
| 39 | PH | Parker Hannifin CORP | 股票-工業 | 0.82% | -0.03% | -0.16% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.81% | +0.02% | -2.09% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.80% | -0.06% | -11.21% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | +0.07% | +0.73% | |
| 43 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.70% | — | — | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | -0.04% | -27.03% | |
| 45 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.67% | +0.14% | +0.94% | |
| 46 | CB | Chubb Limited | 股票-金融 | 0.66% | -0.01% | +4.02% | |
| 47 | MCO | Moody's CORP | 股票-金融 | 0.66% | — | +4.80% | |
| 48 | KLAC | Kla CORP | 股票-科技 | 0.66% | -0.22% | -25.55% | |
| 49 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.64% | +0.05% | +0.99% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.64% | -0.05% | -17.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GAP | Gap Inc/the | +0.5% | +3.16% | 加碼 |
| 2 | AVY | Avery Dennison CORP | +0.5% | +8.04% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +175.35% | 加碼 |
| 4 | MRK | Merck & Co. Inc. | +0.4% | -1.01% | 減碼 |
| 5 | CSCO | Cisco Systems Inc | +0.3% | -0.44% | 減碼 |
| 6 | UPS | United Parcel Service-cl B | +0.3% | -6.50% | 減碼 |
| 7 | MTB | M & T Bank CORP | +0.3% | +10.11% | 加碼 |
| 8 | DE | Deere & Co | +0.2% | +218.78% | 加碼 |
| 9 | RTX | Rtx CORP | +0.2% | -2.85% | 減碼 |
| 10 | PPG | Ppg Industries Inc | +0.2% | +14.24% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.2% | -4.36% | 減碼 |
| 12 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | — | 不變 |
| 13 | PH | Parker Hannifin CORP | +0.1% | -0.16% | 減碼 |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.99% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -11.21% | 減碼 |
| 16 | CB | Chubb Limited | +0.1% | +4.02% | 加碼 |
| 17 | MCO | Moody's CORP | +0.1% | +4.80% | 加碼 |
| 18 | AXP | American Express Co | +0.1% | -2.09% | 減碼 |
| 19 | LULU | Lululemon Athletica Inc | +0.1% | -3.91% | 減碼 |
| 20 | AME | Ametek Inc | +0.1% | +3.62% | 加碼 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +20.42% | 加碼 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不變 |
| 23 | SWK | Stanley Black & Decker Inc | 0% | -2.31% | 減碼 |
| 24 | SO | Southern Co/the | 0% | — | 不變 |
| 25 | CDNS | Cadence Design Sys Inc | -0.1% | -0.04% | 減碼 |
| 26 | OMC | Omnicom Group | -0.1% | -3.30% | 減碼 |
| 27 | CVX | Chevron CORP | -0.1% | -1.95% | 減碼 |
| 28 | APH | Amphenol Corp-cl A | -0.1% | -17.90% | 減碼 |
| 29 | ADP | Automatic Data Processing | -0.1% | +8.21% | 加碼 |
| 30 | TXN | Texas Instruments Inc | -0.1% | -1.16% | 減碼 |
| 31 | WFC | Wells Fargo & Co | -0.1% | -14.13% | 減碼 |
| 32 | KLAC | Kla CORP | -0.1% | -25.55% | 減碼 |
| 33 | MSFT | Microsoft CORP | -0.1% | -2.38% | 減碼 |
| 34 | ABT | Abbott Laboratories | -0.1% | -0.43% | 減碼 |
| 35 | PFE | Pfizer Inc | -0.2% | -7.09% | 減碼 |
| 36 | GLW | Corning Inc | -0.2% | -16.38% | 減碼 |
| 37 | NVDA | Nvidia CORP | -0.2% | -27.03% | 減碼 |
| 38 | HSY | Hershey Co/the | -0.3% | -7.57% | 減碼 |
| 39 | WSO | Watsco Inc | -0.3% | -1.26% | 減碼 |
| 40 | HD | Home Depot Inc | -0.4% | +0.73% | 加碼 |
| 41 | CPB | THE Campbell's Company | -0.5% | -14.37% | 減碼 |
| 42 | GRMN | Garmin Ltd. | -0.5% | -8.97% | 減碼 |
| 43 | DELL | Dell Technologies -c | -0.7% | -21.16% | 減碼 |
| 44 | CMCSA | Comcast Corp-class A | -1.8% | -79.33% | 減碼 |
| 45 | TGT | Target CORP | -2.2% | -91.67% | 減碼 |
| 46 | PKG | Packaging CORP Of America | — | NEW | 新建倉 |
| 47 | CDW | Cdw Corp/de | — | NEW | 新建倉 |
| 48 | GNRC | Generac Holdings Inc | — | EXIT | 清倉 |
| 49 | AXON | Axon Enterprise Inc | — | EXIT | 清倉 |
| 50 | FMAT | Fidelity Msci Materials Indx | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Monte Financial Group, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$3.1億，共申報了 93 個公開持股部位。
在 Q4 2025 季度，Monte Financial Group, LLC 按市值排列的前三大核心持股分別為：WFC (3.2%)、RTX (3.1%)、JNJ (2.7%)。其中最大持股部位 WFC 佔據整體投資組合約 3.2% 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
PKG
市值: US$590.9萬
本季最大獲利了結 / 清倉標的
GNRC
前期市值: US$130.8萬
在 Q4 2025 季度中，Monte Financial Group, LLC 共進行了 47 項持倉異動，包含新建倉 3 個部位、加碼 13 個部位、減碼 29 個部位以及清倉 2 個部位。 其中最大新建倉標的為 PKG。 本季清倉部位包含 GNRC。
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。