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: 0001768635
申報總市值
US$3.6億
US$3.6億
136 檔
21.1%
截至 Q4 2025 季度末，O'Brien Greene & Co. Inc 的美股持倉估值約為 US$3.6億，全數申報部位共有 136 檔。
觀察 Q4 2025 的申報異動，O'Brien Greene & Co. Inc 採取了強勁的買進策略，建倉與加碼動作（合計 31 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，O'Brien Greene & Co. Inc 的前 5 大持股（包含 PHYS, IBKR, AAPL）貢獻了組合市值的 21.1%，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 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 5.54% | -0.91% | +5.94% | |
| 2 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 4.95% | +1.09% | -3.29% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.42% | +0.44% | -0.42% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.17% | +0.07% | -1.38% | |
| 5 | FLBR | Franklin Ftse Brazil ETF | ETF-其他 | 3.59% | -0.50% | +9.00% | |
| 6 | WMT | Walmart Inc | 股票-非循環性消費 | 3.44% | -0.43% | -1.60% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 3.05% | -0.21% | +0.01% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.04% | -0.05% | +3.82% | |
| 9 | FNV | Franco-nevada CORP | 股票-原物料 | 2.99% | -0.61% | +0.97% | |
| 10 | AMGN | Amgen Inc | 股票-醫療保健 | 2.88% | +0.04% | +0.29% | |
| 11 | WMB | Williams Cos Inc | 股票-能源 | 2.78% | +0.02% | +0.65% | |
| 12 | CBOE | Cboe Global Markets Inc | 股票-金融 | 2.76% | -0.46% | +0.92% | |
| 13 | UNP | Union Pacific CORP | 股票-工業 | 2.73% | +0.28% | +4.65% | |
| 14 | DHR | Danaher CORP | 股票-醫療保健 | 2.60% | -0.04% | +4.91% | |
| 15 | SPGI | S&p Global Inc | 股票-金融 | 2.55% | -0.16% | +1.51% | |
| 16 | EOG | Eog Resources Inc | 股票-能源 | 2.54% | -0.42% | +7.98% | |
| 17 | VLO | Valero Energy CORP | 股票-能源 | 2.39% | -0.05% | +1.16% | |
| 18 | NTR | Nutrien LTD | 股票-原物料 | 2.32% | -0.50% | +2.03% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.18% | -0.20% | +3.14% | |
| 20 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 2.12% | — | +0.63% | |
| 21 | BR | Broadridge Financial Solutio | 股票-科技 | 2.07% | — | +0.61% | |
| 22 | CW | Curtiss-wright CORP | 股票-工業 | 2.06% | +0.23% | +5.94% | |
| 23 | VLTO | Veralto CORP | 股票-工業 | 1.94% | -0.03% | +15.54% | |
| 24 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.69% | +0.03% | +16.80% | |
| 25 | TLN | Talen Energy CORP | 股票-公用事業 | 1.23% | -0.13% | -14.44% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 1.15% | +0.01% | -1.76% | |
| 27 | FDX | Fedex CORP | 股票-工業 | 1.14% | -0.03% | -1.19% | |
| 28 | TOITF | Topicus.com Inc-sub Voting | 股票-其他 | 1.07% | — | -10.45% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.88% | -0.09% | -0.66% | |
| 30 | GLNG | Golar LNG Limited | 股票-能源 | 0.86% | -0.12% | — | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.03% | +9.95% | |
| 32 | ✓ | Wise PLC Ordf | 股票-其他 | 0.80% | -0.77% | EXIT | |
| 33 | CMI | Cummins Inc | 股票-工業 | 0.70% | +0.17% | — | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.20% | — | |
| 35 | CNSWF | Constellation Software Inc | 股票-其他 | 0.67% | +1.30% | — | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 0.61% | +0.03% | -0.46% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.59% | +0.06% | -1.69% | |
| 38 | SNEX | Stonex Group Inc | 股票-金融 | 0.55% | +0.26% | — | |
| 39 | WM | Waste Management Inc | 股票-工業 | 0.53% | -0.03% | — | |
| 40 | GWW | Ww Grainger Inc | 股票-工業 | 0.51% | +0.11% | — | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | +0.05% | -24.52% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.48% | +0.02% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.42% | -0.02% | +2.73% | |
| 44 | BSM | Black Stone Minerals LP | 股票-其他 | 0.39% | -0.16% | — | |
| 45 | CCJ | Cameco CORP | 股票-能源 | 0.39% | -0.02% | — | |
| 46 | EBAY | Ebay Inc | 股票-循環性消費 | 0.39% | +0.08% | — | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.39% | -0.01% | -0.79% | |
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.38% | -0.04% | -0.72% | |
| 49 | AXON | Axon Enterprise Inc | 股票-工業 | 0.34% | +0.08% | — | |
| 50 | SKY | Champion Homes Inc | 股票-循環性消費 | 0.33% | +0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PHYS | Sprott Physical Gold Trust | +0.7% | +5.94% | 加碼 |
| 2 | DHR | Danaher CORP | +0.4% | +4.91% | 加碼 |
| 3 | AMGN | Amgen Inc | +0.3% | +0.29% | 加碼 |
| 4 | CSCO | Cisco Systems Inc | +0.2% | +0.01% | 加碼 |
| 5 | FLBR | Franklin Ftse Brazil ETF | +0.2% | +9.00% | 加碼 |
| 6 | FDX | Fedex CORP | +0.2% | -1.19% | 減碼 |
| 7 | SPGI | S&p Global Inc | +0.1% | +1.51% | 加碼 |
| 8 | NEE | Nextera Energy Inc | +0.1% | +3.14% | 加碼 |
| 9 | MEDP | Medpace Holdings Inc | +0.1% | +0.63% | 加碼 |
| 10 | AAPL | Apple Inc | +0.1% | -0.42% | 減碼 |
| 11 | CMI | Cummins Inc | +0.1% | — | 不變 |
| 12 | PSLV | Sprott Physical Silver Trust | +0.1% | +12.80% | 加碼 |
| 13 | WMT | Walmart Inc | +0.1% | -1.60% | 減碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.73% | 加碼 |
| 15 | NTR | Nutrien LTD | +0.1% | +2.03% | 加碼 |
| 16 | VLTO | Veralto CORP | +0.1% | +15.54% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | — | 不變 |
| 18 | CW | Curtiss-wright CORP | +0.1% | +5.94% | 加碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +9.95% | 加碼 |
| 20 | CBOE | Cboe Global Markets Inc | 0% | +0.92% | 加碼 |
| 21 | DMLP | Dorchester Minerals LP | -0.1% | -55.79% | 減碼 |
| 22 | AXON | Axon Enterprise Inc | -0.1% | — | 不變 |
| 23 | ✓ | Wise PLC Ordf | -0.1% | +9.52% | 加碼 |
| 24 | IJR | Ishares Core S&p Small-cap E | -0.2% | -24.52% | 減碼 |
| 25 | VLO | Valero Energy CORP | -0.2% | +1.16% | 加碼 |
| 26 | BR | Broadridge Financial Solutio | -0.2% | +0.61% | 加碼 |
| 27 | MSFT | Microsoft CORP | -0.2% | +3.82% | 加碼 |
| 28 | ADP | Automatic Data Processing | -0.2% | -1.76% | 減碼 |
| 29 | WMB | Williams Cos Inc | -0.2% | +0.65% | 加碼 |
| 30 | FNV | Franco-nevada CORP | -0.3% | +0.97% | 加碼 |
| 31 | OLN | Olin CORP | -0.4% | -73.15% | 減碼 |
| 32 | TOITF | Topicus.com Inc-sub Voting | -0.4% | -10.45% | 減碼 |
| 33 | TLN | Talen Energy CORP | -0.5% | -14.44% | 減碼 |
| 34 | IBKR | Interactive Brokers Gro-cl A | -0.7% | -3.29% | 減碼 |
| 35 | CNSWF | Constellation Software Inc | — | NEW | 新建倉 |
| 36 | IE | Ivanhoe Electric Inc / US | — | NEW | 新建倉 |
| 37 | ✓ | — | NEW | 新建倉 | |
| 38 | ✓ | — | NEW | 新建倉 | |
| 39 | JYNT | Joint Corp/the | — | EXIT | 清倉 |
| 40 | AMRZ | Amrize Ltd | — | NEW | 新建倉 |
| 41 | ✓ | — | NEW | 新建倉 | |
| 42 | TDW | Tidewater Inc | — | EXIT | 清倉 |
| 43 | CFRUY | Cie Financiere Rich-unsp Adr | — | EXIT | 清倉 |
| 44 | RGR | Sturm Ruger & Co Inc | — | NEW | 新建倉 |
| 45 | ✓ | Hikari Tsushin Inc Npv | — | EXIT | 清倉 |
| 46 | CNR | Core Natural Resources Inc | — | NEW | 新建倉 |
| 47 | UL | Unilever PLC | — | EXIT | 清倉 |
| 48 | ✓ | Chapters Group AG Shs | — | EXIT | 清倉 |
| 49 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
| 50 | HA7 | Enviri CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，O'Brien Greene & Co. Inc 在 Q4 2025 季度的美股持倉總市值約為 US$3.6億，共申報了 136 個公開持股部位。
在 Q4 2025 季度，O'Brien Greene & Co. Inc 按市值排列的前三大核心持股分別為：PHYS (5.5%)、IBKR (5.0%)、AAPL (4.4%)。其中最大持股部位 PHYS 佔據整體投資組合約 5.5% 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
CNSWF
市值: US$227.0萬
本季最大獲利了結 / 清倉標的
JYNT
前期市值: US$58.6萬
在 Q4 2025 季度中，O'Brien Greene & Co. Inc 共進行了 47 項持倉異動，包含新建倉 10 個部位、加碼 21 個部位、減碼 10 個部位以及清倉 6 個部位。 其中最大新建倉標的為 CNSWF。 本季清倉部位包含 JYNT。
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。