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: 0001541399
申報總市值
US$5.6億
US$5.6億
79 檔
31.8%
截至 Q3 2025 季度末，Ramsay, Stattman, Vela & Price, Inc. 的美股持倉估值約為 US$5.6億，全數申報部位共有 79 檔。
在 Q3 2025，Ramsay, Stattman, Vela & Price, Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 37 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 MSFT, AAPL, ）占據了總市值的 31.8%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
RAL
市值: US$26.7萬
本季最大獲利了結 / 清倉標的
前期市值: US$34.1萬
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 9.82% | -0.65% | -2.09% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.77% | +0.10% | -1.41% | |
| 3 | ✓ | 股票-其他 | 5.68% | — | -1.56% | ||
| 4 | ✓ | 股票-其他 | 4.42% | — | -1.90% | ||
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.37% | -0.25% | -0.48% | |
| 6 | ✓ | 股票-其他 | 3.33% | — | -0.34% | ||
| 7 | SYK | Stryker CORP | 股票-醫療保健 | 3.17% | -0.39% | -0.98% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.10% | +0.13% | +1.15% | |
| 9 | ADP | Automatic Data Processing | 股票-科技 | 2.92% | — | -0.46% | |
| 10 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.59% | -0.39% | -0.44% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 2.46% | -0.06% | -0.47% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.42% | -0.24% | -1.29% | |
| 13 | ITW | Illinois Tool Works | 股票-工業 | 2.34% | -0.14% | -0.46% | |
| 14 | DHR | Danaher CORP | 股票-醫療保健 | 2.29% | -0.14% | -0.31% | |
| 15 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.19% | -0.54% | -0.02% | |
| 16 | ✓ | 股票-其他 | 2.19% | — | -1.62% | ||
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.17% | -0.20% | +0.23% | |
| 18 | FISV | Fiserv Inc | 股票-其他 | 1.94% | -0.02% | +0.94% | |
| 19 | ✓ | 股票-其他 | 1.79% | — | +0.10% | ||
| 20 | EMR | Emerson Electric Co | 股票-工業 | 1.79% | -0.03% | -1.18% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.71% | +0.09% | +0.58% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.68% | -0.09% | -0.57% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.60% | +0.04% | -0.41% | |
| 24 | ✓ | 股票-其他 | 1.47% | — | -0.14% | ||
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.32% | -0.10% | -0.88% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.19% | -0.44% | -0.41% | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.07% | -0.14% | -6.13% | |
| 28 | ✓ | 股票-其他 | 1.07% | — | -2.03% | ||
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.07% | -0.04% | -0.89% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.06% | +0.72% | — | |
| 31 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.04% | -0.08% | -8.69% | |
| 32 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.97% | +0.04% | -1.06% | |
| 33 | ✓ | 股票-其他 | 0.96% | — | -4.64% | ||
| 34 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.94% | -0.09% | -3.46% | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 0.92% | +1.49% | — | |
| 36 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.92% | -0.27% | -0.94% | |
| 37 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.83% | -0.09% | -0.95% | |
| 38 | ✓ | 股票-其他 | 0.77% | — | +0.58% | ||
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.75% | +0.35% | +7.72% | |
| 40 | ✓ | 股票-其他 | 0.73% | — | +0.99% | ||
| 41 | ✓ | 股票-其他 | 0.69% | — | -0.16% | ||
| 42 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.68% | -0.09% | -1.89% | |
| 43 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.65% | -0.03% | -1.56% | |
| 44 | ✓ | 股票-其他 | 0.56% | — | — | ||
| 45 | ✓ | 股票-其他 | 0.51% | — | +2.92% | ||
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.80% | EXIT | |
| 47 | ✓ | 股票-其他 | 0.47% | — | -1.92% | ||
| 48 | ROP | Roper Technologies Inc | 股票-科技 | 0.46% | -0.05% | -0.44% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.41% | -0.10% | — | |
| 50 | PNC | Pnc Financial Services Group | 股票-金融 | 0.36% | +0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +2.5% | -1.56% | 加碼 | |
| 2 | MSFT | Microsoft CORP | +1.8% | -2.09% | 減碼 |
| 3 | ✓ | +1.1% | -1.90% | 減碼 | |
| 4 | ASML | ASML Holding N.V. | +0.6% | +7.72% | 加碼 |
| 5 | ✓ | +0.6% | +0.10% | 加碼 | |
| 6 | AMZN | Amazon.com Inc | +0.4% | +1.15% | 加碼 |
| 7 | ✓ | +0.3% | -4.64% | 減碼 | |
| 8 | AMAT | Applied Materials Inc | +0.2% | — | 減碼 |
| 9 | AAPL | Apple Inc | +0.2% | -1.41% | 減碼 |
| 10 | EMR | Emerson Electric Co | +0.2% | -1.18% | 減碼 |
| 11 | ✓ | +0.1% | -1.92% | 減碼 | |
| 12 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.41% | 減碼 |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | — | 減碼 |
| 14 | ✓ | +0.1% | — | 不變 | |
| 15 | ✓ | +0.1% | +0.99% | 加碼 | |
| 16 | HD | Home Depot Inc | +0.1% | -0.47% | 減碼 |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.1% | +7.46% | 加碼 |
| 18 | AMD | Advanced Micro Devices | +0.1% | +0.09% | 減碼 |
| 19 | JNJ | Johnson & Johnson | 0% | -1.29% | 減碼 |
| 20 | DIS | Walt Disney Co/the | 0% | -6.13% | 減碼 |
| 21 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.58% | 減碼 |
| 22 | ✓ | 0% | +2.92% | 加碼 | |
| 23 | ✓ | — | -2.03% | 減碼 | |
| 24 | ITW | Illinois Tool Works | -0.1% | -0.46% | 減碼 |
| 25 | XOM | Exxon Mobil CORP | -0.1% | -0.17% | 減碼 |
| 26 | BMY | Bristol-myers Squibb Co | -0.1% | -11.09% | 減碼 |
| 27 | ✓ | -0.1% | -1.43% | 減碼 | |
| 28 | ✓ | -0.1% | +0.58% | 加碼 | |
| 29 | APD | Air Products & Chemicals Inc | -0.1% | -0.95% | 加碼 |
| 30 | ✓ | -0.1% | -19.59% | 減碼 | |
| 31 | CVX | Chevron CORP | -0.1% | -0.41% | 加碼 |
| 32 | ✓ | -0.2% | -7.24% | 減碼 | |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.2% | -0.88% | 減碼 |
| 34 | CL | Colgate-palmolive Co | -0.2% | -1.56% | 減碼 |
| 35 | ABT | Abbott Laboratories | -0.2% | -0.44% | 減碼 |
| 36 | MKC | Mccormick & Co-non Vtg Shrs | -0.3% | -1.89% | 減碼 |
| 37 | SBUX | Starbucks CORP | -0.3% | -1.06% | 減碼 |
| 38 | ✓ | -0.3% | -1.62% | 減碼 | |
| 39 | NSRGY | Nestle Sa-spons Adr | -0.3% | -8.69% | 減碼 |
| 40 | SYK | Stryker CORP | -0.4% | -0.98% | 減碼 |
| 41 | KO | Coca-cola Co/the | -0.4% | -0.57% | 減碼 |
| 42 | ✓ | -0.4% | -0.34% | 減碼 | |
| 43 | PG | Procter & Gamble Co/the | -0.4% | +0.23% | 減碼 |
| 44 | DHR | Danaher CORP | -0.4% | -0.31% | 減碼 |
| 45 | ADP | Automatic Data Processing | -0.4% | -0.46% | 減碼 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -0.48% | 減碼 |
| 47 | BDX | Becton Dickinson And Co | -0.8% | -3.46% | 減碼 |
| 48 | FISV | Fiserv Inc | -1.6% | +0.94% | 減碼 |
| 49 | ✓ | — | EXIT | 清倉 | |
| 50 | RAL | Ralliant CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Ramsay, Stattman, Vela & Price, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$5.6億，共申報了 79 個公開持股部位。
在 Q3 2025 季度，Ramsay, Stattman, Vela & Price, Inc. 按市值排列的前三大核心持股分別為：MSFT (9.8%)、AAPL (7.8%)、 (5.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.8% 的權重。
在 Q3 2025 季度中，Ramsay, Stattman, Vela & Price, Inc. 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 10 個部位、減碼 37 個部位以及清倉 1 個部位。 其中最大新建倉標的為 RAL。 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。
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。
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。