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: 0001596077
申報總市值
US$2.6億
US$2.6億
146 檔
15.1%
在 Q3 2025 申報期間，New England Research & Management, Inc.（CIK: 0001596077）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.6億，共持有 146 個公開申報部位。
觀察 Q3 2025 的資金脈絡，New England Research & Management, Inc. 在獲利結算 13 檔個股的同時，將資本重新部署至 15 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，New England Research & Management, Inc. 的前 5 大核心持股（包含 , AAPL, URI 等）合計佔整體申報市值的 15.1%，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 | ✓ | 股票-其他 | 4.45% | — | -18.66% | ||
| 2 | AAPL | Apple Inc | 股票-科技 | 4.39% | +0.63% | +4.50% | |
| 3 | URI | United Rentals Inc | 股票-工業 | 3.41% | +0.63% | -11.49% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.04% | — | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.59% | -0.13% | +7.66% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.50% | -0.06% | -1.26% | |
| 7 | ✓ | 股票-其他 | 2.46% | — | +3.45% | ||
| 8 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 2.15% | -0.14% | -2.20% | |
| 9 | ✓ | 股票-其他 | 2.11% | — | -3.13% | ||
| 10 | CSX | Csx CORP | 股票-工業 | 1.95% | +0.10% | +4.09% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.82% | -0.13% | — | |
| 12 | ✓ | 股票-其他 | 1.73% | — | +6.31% | ||
| 13 | ✓ | 股票-其他 | 1.62% | — | +34.07% | ||
| 14 | ✓ | 股票-其他 | 1.59% | — | -4.75% | ||
| 15 | H | Hyatt Hotels CORP - Cl A | 股票-循環性消費 | 1.52% | — | +0.34% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.46% | +0.15% | -1.03% | |
| 17 | SYY | Sysco CORP | 股票-非循環性消費 | 1.38% | +0.30% | -1.08% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.38% | +0.32% | +32.09% | |
| 19 | ✓ | 股票-其他 | 1.36% | — | +11.16% | ||
| 20 | LEN | Lennar Corp-a | 股票-循環性消費 | 1.26% | -0.02% | +80.32% | |
| 21 | DELL | Dell Technologies Inc. | 股票-科技 | 1.18% | — | -35.02% | |
| 22 | UBER | Uber Technologies Inc | 股票-工業 | 1.17% | -1.35% | EXIT | |
| 23 | ✓ | 股票-其他 | 1.16% | — | -2.08% | ||
| 24 | MS | Morgan Stanley | 股票-金融 | 1.12% | +0.21% | -1.57% | |
| 25 | GEV | GE Vernova Inc | 股票-工業 | 1.10% | +1.01% | +450.70% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | -0.51% | — | |
| 27 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.02% | -0.96% | EXIT | |
| 28 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.98% | +0.57% | +10.41% | |
| 29 | ✓ | 股票-其他 | 0.96% | — | -3.74% | ||
| 30 | ✓ | 股票-其他 | 0.93% | — | +37.88% | ||
| 31 | ✓ | 股票-其他 | 0.91% | — | +22.04% | ||
| 32 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.88% | +0.14% | +1.67% | |
| 33 | ✓ | 股票-其他 | 0.88% | — | +41.58% | ||
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | +0.43% | -12.85% | |
| 35 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.85% | +0.07% | -19.64% | |
| 36 | ✓ | 股票-其他 | 0.85% | — | +24.12% | ||
| 37 | ✓ | 股票-其他 | 0.83% | — | -3.61% | ||
| 38 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.81% | — | — | |
| 39 | ✓ | 股票-其他 | 0.79% | — | +41.87% | ||
| 40 | LII | Lennox International Inc | 股票-工業 | 0.74% | -0.11% | EXIT | |
| 41 | ✓ | 股票-其他 | 0.74% | — | +18.18% | ||
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.73% | +0.15% | NEW | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.72% | -0.28% | — | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.70% | -0.03% | — | |
| 45 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.69% | — | +77.14% | |
| 46 | UNP | Union Pacific CORP | 股票-工業 | 0.69% | +0.49% | -1.24% | |
| 47 | COF | Capital One Financial CORP | 股票-金融 | 0.68% | -2.01% | EXIT | |
| 48 | ARW | Arrow Electronics Inc | 股票-科技 | 0.67% | — | — | |
| 49 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.67% | -0.90% | EXIT | |
| 50 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.66% | -0.05% | +68.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.9% | +34.07% | 加碼 | |
| 2 | ✓ | +0.8% | +3.45% | 加碼 | |
| 3 | PANW | Palo Alto Networks Inc | +0.8% | +63.02% | 加碼 |
| 4 | LULU | Lululemon Athletica Inc | +0.7% | — | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.6% | — | 加碼 |
| 6 | URI | United Rentals Inc | +0.6% | -11.49% | 減碼 |
| 7 | AVGO | Broadcom Inc | +0.6% | -1.03% | 減碼 |
| 8 | VRT | Vertiv Holdings Co-a | +0.6% | +10.41% | 加碼 |
| 9 | ✓ | +0.6% | -18.66% | 減碼 | |
| 10 | ✓ | +0.6% | +6.31% | 加碼 | |
| 11 | LEN | Lennar Corp-a | +0.5% | +80.32% | 加碼 |
| 12 | AAPL | Apple Inc | +0.5% | +4.50% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.4% | +7.66% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.4% | +450.70% | 減碼 |
| 15 | IBM | Intl Business Machines CORP | +0.4% | +32.09% | 加碼 |
| 16 | ✓ | +0.3% | -2.08% | 減碼 | |
| 17 | CSX | Csx CORP | +0.2% | +4.09% | 加碼 |
| 18 | HD | Home Depot Inc | -0.6% | -49.61% | 減碼 |
| 19 | ABT | Abbott Laboratories | -0.6% | — | 減碼 |
| 20 | TOL | Toll Brothers Inc | -0.7% | -65.88% | 減碼 |
| 21 | CHD | Church & Dwight Co Inc | -1% | -2.20% | 減碼 |
| 22 | GS | Goldman Sachs Group Inc | -1.7% | -77.91% | 減碼 |
| 23 | ✓ | — | EXIT | 清倉 | |
| 24 | AWK | American Water Works Co Inc | — | NEW | 新建倉 |
| 25 | ✓ | — | NEW | 新建倉 | |
| 26 | ✓ | — | NEW | 新建倉 | |
| 27 | ABNB | Airbnb Inc-class A | — | NEW | 新建倉 |
| 28 | COF | Capital One Financial CORP | — | NEW | 新建倉 |
| 29 | ARW | Arrow Electronics Inc | — | NEW | 新建倉 |
| 30 | DHI | Dr Horton Inc | — | NEW | 新建倉 |
| 31 | CRWD | Crowdstrike Holdings Inc - A | — | EXIT | 清倉 |
| 32 | ✓ | — | NEW | 新建倉 | |
| 33 | MAS | Masco CORP | — | EXIT | 清倉 |
| 34 | DAL | Delta Air Lines Inc | — | EXIT | 清倉 |
| 35 | CMA | Comerica Inc | — | EXIT | 清倉 |
| 36 | MLM | Martin Marietta Materials | — | EXIT | 清倉 |
| 37 | ✓ | — | NEW | 新建倉 | |
| 38 | PCAR | Paccar Inc | — | EXIT | 清倉 |
| 39 | NTRA | Natera Inc | — | NEW | 新建倉 |
| 40 | LUV | Southwest Airlines Co | — | EXIT | 清倉 |
| 41 | ✓ | — | NEW | 新建倉 | |
| 42 | RY | Royal Bank Of Canada | — | NEW | 新建倉 |
| 43 | APH | Amphenol Corp-cl A | — | EXIT | 清倉 |
| 44 | MAR | Marriott International -cl A | — | EXIT | 清倉 |
| 45 | BSX | Boston Scientific CORP | — | NEW | 新建倉 |
| 46 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | NEW | 新建倉 |
| 47 | ORCL | Oracle CORP | — | EXIT | 清倉 |
| 48 | FLR | Fluor CORP | — | EXIT | 清倉 |
| 49 | ✓ | — | NEW | 新建倉 | |
| 50 | RCL | Royal Caribbean Cruises Ltd. | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，New England Research & Management, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$2.6億，共申報了 146 個公開持股部位。
在 Q3 2025 季度，New England Research & Management, Inc. 按市值排列的前三大核心持股分別為： (4.5%)、AAPL (4.4%)、URI (3.4%)。其中最大持股部位 佔據整體投資組合約 4.5% 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
AWK
市值: US$191.0萬
本季最大獲利了結 / 清倉標的
前期市值: US$365.9萬
在 Q3 2025 季度中，New England Research & Management, Inc. 共進行了 50 項持倉異動，包含新建倉 15 個部位、加碼 12 個部位、減碼 10 個部位以及清倉 13 個部位。 其中最大新建倉標的為 AWK。 本季清倉部位包含 。
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。