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: 0002056907
申報總市值
US$1.1億
US$1.1億
293 檔
40.5%
截至 Q2 2025 季度末，Putney Financial Group LLC 的美股持倉估值約為 US$1.1億，全數申報部位共有 293 檔。
在 Q2 2025，Putney 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 28 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, AMZN, GOOGL）占據了總市值的 40.5%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 293 檔）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 20.57% | +0.04% | -6.46% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 8.18% | +0.07% | -7.47% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.78% | +1.01% | -5.61% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.47% | -0.57% | -5.38% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.37% | +0.05% | -2.97% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 3.26% | -0.23% | -4.44% | |
| 7 | CPRT | Copart Inc | 股票-工業 | 2.64% | -0.31% | -5.58% | |
| 8 | SHOP | Shopify Inc - Class A | 股票-科技 | 2.07% | -0.27% | -0.67% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.97% | -0.02% | -0.20% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.76% | +0.61% | -3.88% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.60% | +0.06% | -2.09% | |
| 12 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.59% | -0.34% | EXIT | |
| 13 | TREX | Trex Company Inc | 股票-工業 | 1.57% | — | -12.56% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | -0.10% | +2.62% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.50% | +0.40% | +2.18% | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.48% | +0.94% | -1.00% | |
| 17 | ANET | Arista Networks Inc | 股票-科技 | 1.46% | +0.41% | +0.68% | |
| 18 | GE | General Electric | 股票-工業 | 1.36% | -1.48% | EXIT | |
| 19 | NET | Cloudflare Inc - Class A | 股票-科技 | 1.17% | +0.03% | -4.81% | |
| 20 | UNP | Union Pacific CORP | 股票-工業 | 1.16% | -0.09% | -13.21% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.12% | +0.20% | -5.15% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.05% | -0.10% | -4.14% | |
| 23 | LMT | Lockheed Martin CORP | 股票-工業 | 0.92% | -0.24% | -8.94% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.80% | -0.86% | -2.81% | |
| 25 | GEV | GE Vernova Inc | 股票-工業 | 0.75% | -1.06% | +2666.67% | |
| 26 | BMI | Badger Meter Inc | 股票-科技 | 0.65% | -0.05% | -1.87% | |
| 27 | NFLX | Netflix Inc | 股票-通訊服務 | 0.58% | -0.17% | +12.21% | |
| 28 | DHR | Danaher CORP | 股票-醫療保健 | 0.56% | -0.24% | EXIT | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | +0.03% | -2.38% | |
| 30 | DE | Deere & Co | 股票-工業 | 0.52% | +0.01% | -0.69% | |
| 31 | CLH | Clean Harbors Inc | 股票-工業 | 0.50% | -0.04% | — | |
| 32 | IRM | Iron Mountain Inc | 股票-房地產 | 0.48% | +0.03% | -1.82% | |
| 33 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.47% | +0.07% | +282.42% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | -0.20% | -19.47% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.44% | +1.42% | -4.96% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.44% | -0.06% | -3.75% | |
| 37 | CME | Cme Group Inc | 股票-金融 | 0.42% | -0.13% | -9.85% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.41% | -0.06% | -4.52% | |
| 39 | HEI | Heico CORP | 股票-工業 | 0.41% | +0.06% | — | |
| 40 | WM | Waste Management Inc | 股票-工業 | 0.39% | -0.05% | -7.71% | |
| 41 | CMC | Commercial Metals Co | 股票-工業 | 0.38% | -0.02% | -30.98% | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.38% | -0.08% | -9.01% | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.37% | -0.07% | — | |
| 44 | GWW | Ww Grainger Inc | 股票-工業 | 0.37% | +0.03% | -6.68% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.36% | — | -20.12% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.35% | -0.24% | EXIT | |
| 47 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.34% | -0.02% | -11.70% | |
| 48 | TSLA | Tesla Inc | 股票-循環性消費 | 0.33% | — | — | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.33% | +0.01% | — | |
| 50 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.32% | -0.02% | -21.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +1.3% | +4458.26% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.1% | -5.38% | 減碼 |
| 3 | NVDA | Nvidia CORP | +0.9% | -2.97% | 減碼 |
| 4 | GEV | GE Vernova Inc | +0.7% | +2666.67% | 加碼 |
| 5 | NET | Cloudflare Inc - Class A | +0.4% | -4.81% | 減碼 |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -1.00% | 減碼 |
| 7 | TTD | Trade Desk Inc/the -class A | +0.4% | +4.98% | 加碼 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -3.88% | 減碼 |
| 9 | ANET | Arista Networks Inc | +0.3% | +0.68% | 加碼 |
| 10 | SHOP | Shopify Inc - Class A | +0.3% | -0.67% | 減碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -5.61% | 減碼 |
| 12 | NFLX | Netflix Inc | +0.2% | +12.21% | 加碼 |
| 13 | NUE | Nucor CORP | +0.2% | +323.13% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.2% | -7.47% | 減碼 |
| 15 | XYL | Xylem Inc | +0.2% | +1664.29% | 加碼 |
| 16 | BDX | Becton Dickinson And Co | +0.2% | NEW | 新建倉 |
| 17 | IBM | Intl Business Machines CORP | +0.2% | -2.09% | 減碼 |
| 18 | FCX | Freeport-mcmoran Inc | +0.2% | +2834.62% | 加碼 |
| 19 | JNJ | Johnson & Johnson | +0.2% | NEW | 新建倉 |
| 20 | VMC | Vulcan Materials Co | +0.2% | +913.33% | 加碼 |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | 新建倉 |
| 22 | GEHC | GE Healthcare Technology | +0.1% | NEW | 新建倉 |
| 23 | AWK | American Water Works Co Inc | +0.1% | +864.76% | 加碼 |
| 24 | BMI | Badger Meter Inc | +0.1% | -1.87% | 減碼 |
| 25 | AMD | Advanced Micro Devices | +0.1% | -4.96% | 減碼 |
| 26 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +282.42% | 加碼 |
| 27 | MP | Mp Materials CORP | +0.1% | NEW | 新建倉 |
| 28 | HEI | Heico CORP | +0.1% | — | 不變 |
| 29 | CLH | Clean Harbors Inc | +0.1% | — | 不變 |
| 30 | IRM | Iron Mountain Inc | +0.1% | -1.82% | 減碼 |
| 31 | TSLA | Tesla Inc | +0.1% | — | 不變 |
| 32 | COST | Costco Wholesale CORP | 0% | +2.18% | 加碼 |
| 33 | COP | Conocophillips | -0.1% | -23.88% | 減碼 |
| 34 | VZ | Verizon Communications Inc | -0.1% | -15.31% | 減碼 |
| 35 | CVX | Chevron CORP | -0.1% | -22.89% | 減碼 |
| 36 | BSX | Boston Scientific CORP | -0.1% | -28.46% | 減碼 |
| 37 | LPX | Louisiana-pacific CORP | -0.2% | -34.10% | 減碼 |
| 38 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -21.42% | 減碼 |
| 39 | CMC | Commercial Metals Co | -0.2% | -30.98% | 減碼 |
| 40 | ABBV | Abbvie Inc | -0.2% | -2.81% | 減碼 |
| 41 | PG | Procter & Gamble Co/the | -0.2% | -23.97% | 減碼 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +2.62% | 加碼 |
| 43 | LLY | Eli Lilly & Co | -0.2% | -5.15% | 減碼 |
| 44 | DHR | Danaher CORP | -0.2% | -21.98% | 減碼 |
| 45 | MA | Mastercard Inc - A | -0.2% | -4.44% | 減碼 |
| 46 | UNP | Union Pacific CORP | -0.3% | -13.21% | 減碼 |
| 47 | CASH | Pathward Financial Inc | -0.4% | EXIT | 清倉 |
| 48 | TREX | Trex Company Inc | -0.4% | -12.56% | 減碼 |
| 49 | CPRT | Copart Inc | -0.7% | -5.58% | 減碼 |
| 50 | AAPL | Apple Inc | -4.2% | -6.46% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Putney Financial Group LLC 在 Q2 2025 季度的美股持倉總市值約為 US$1.1億，共申報了 293 個公開持股部位。
在 Q2 2025 季度，Putney Financial Group LLC 按市值排列的前三大核心持股分別為：AAPL (20.6%)、AMZN (8.2%)、GOOGL (6.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 20.6% 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
BDX
市值: US$16.5萬
本季最大獲利了結 / 清倉標的
CASH
前期市值: US$41.1萬
在 Q2 2025 季度中，Putney Financial Group LLC 共進行了 47 項持倉異動，包含新建倉 5 個部位、加碼 13 個部位、減碼 28 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BDX。 本季清倉部位包含 CASH。
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。