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
80 檔
32.5%
在 Q4 2025 的 13F 官方備案中，Ramsay, Stattman, Vela & Price, Inc. 管理的美股投資組合規模來到 US$5.6億，整體持股檔數為 80 檔。
從 Q4 2025 申報觀察，Ramsay, Stattman, Vela & Price, Inc. 採取防禦導向的調倉策略，本季減碼 32 檔個股並出清 1 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, ）累計市值佔比達 32.5%，是驅動 Ramsay, Stattman, Vela & Price, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 9.17% | -0.65% | -0.50% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.14% | +0.10% | -2.44% | |
| 3 | ✓ | 股票-其他 | 5.75% | — | +0.72% | ||
| 4 | ✓ | 股票-其他 | 5.49% | — | -4.11% | ||
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.32% | -0.25% | -1.54% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.58% | +0.13% | +9.38% | |
| 7 | ✓ | 股票-其他 | 3.48% | — | +0.92% | ||
| 8 | SYK | Stryker CORP | 股票-醫療保健 | 3.03% | -0.39% | +0.14% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.65% | -0.24% | -2.76% | |
| 10 | DHR | Danaher CORP | 股票-醫療保健 | 2.61% | -0.14% | -2.11% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 2.55% | — | -0.76% | |
| 12 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.50% | -0.39% | +2.59% | |
| 13 | ✓ | 股票-其他 | 2.35% | — | +1.50% | ||
| 14 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.23% | -0.54% | -0.83% | |
| 15 | ITW | Illinois Tool Works | 股票-工業 | 2.20% | -0.14% | -0.90% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.18% | -0.20% | +7.08% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 2.11% | -0.06% | +0.68% | |
| 18 | ✓ | 股票-其他 | 1.99% | — | -2.82% | ||
| 19 | EMR | Emerson Electric Co | 股票-工業 | 1.81% | -0.03% | -0.26% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.75% | -0.09% | -1.63% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.64% | +0.09% | -5.83% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.62% | -0.10% | +2.22% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.51% | +0.04% | -7.89% | |
| 24 | ✓ | 股票-其他 | 1.30% | — | -1.99% | ||
| 25 | ✓ | 股票-其他 | 1.23% | — | +1.90% | ||
| 26 | CVX | Chevron CORP | 股票-能源 | 1.21% | -0.44% | +2.83% | |
| 27 | AMAT | Applied Materials Inc | 股票-科技 | 1.16% | +1.49% | -0.59% | |
| 28 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.08% | -0.08% | -4.12% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.07% | -0.14% | -0.07% | |
| 30 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.04% | -0.09% | +6.62% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.02% | -0.04% | -7.32% | |
| 32 | ✓ | 股票-其他 | 0.97% | — | — | ||
| 33 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.96% | +0.72% | — | |
| 34 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.93% | +0.04% | -4.33% | |
| 35 | ✓ | 股票-其他 | 0.86% | — | +14.43% | ||
| 36 | ✓ | 股票-其他 | 0.82% | — | -2.85% | ||
| 37 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.82% | -0.27% | -2.78% | |
| 38 | ASML | ASML Holding N.V. | 股票-科技 | 0.79% | +0.35% | -5.69% | |
| 39 | ✓ | 股票-其他 | 0.78% | — | +1.36% | ||
| 40 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.71% | -0.09% | -6.65% | |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.66% | -0.09% | -5.74% | |
| 42 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.63% | -0.03% | -3.37% | |
| 43 | ✓ | 股票-其他 | 0.57% | — | — | ||
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.80% | EXIT | |
| 45 | ✓ | 股票-其他 | 0.53% | — | +3.18% | ||
| 46 | ✓ | 股票-其他 | 0.49% | — | -1.32% | ||
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.41% | -0.10% | -0.33% | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 0.38% | +0.03% | — | |
| 49 | ✓ | 股票-其他 | 0.33% | — | -3.42% | ||
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.33% | +0.05% | +21.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.1% | -4.11% | 減碼 | |
| 2 | ✓ | +0.6% | +1.50% | 加碼 | |
| 3 | AMZN | Amazon.com Inc | +0.5% | +9.38% | 加碼 |
| 4 | AAPL | Apple Inc | +0.4% | -2.44% | 減碼 |
| 5 | DHR | Danaher CORP | +0.3% | -2.11% | 減碼 |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.3% | +2.22% | 加碼 |
| 7 | AMAT | Applied Materials Inc | +0.2% | -0.59% | 減碼 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -2.76% | 減碼 |
| 9 | ✓ | +0.2% | +1.90% | 加碼 | |
| 10 | ✓ | +0.2% | +0.92% | 加碼 | |
| 11 | ✓ | +0.1% | -2.85% | 減碼 | |
| 12 | ✓ | +0.1% | +14.43% | 加碼 | |
| 13 | BDX | Becton Dickinson And Co | +0.1% | +6.62% | 加碼 |
| 14 | KO | Coca-cola Co/the | +0.1% | -1.63% | 減碼 |
| 15 | ✓ | +0.1% | +0.72% | 加碼 | |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | +21.57% | 加碼 |
| 17 | ✓ | +0.1% | -3.42% | 減碼 | |
| 18 | AMD | Advanced Micro Devices | +0.1% | — | 不變 |
| 19 | NSRGY | Nestle Sa-spons Adr | 0% | -4.12% | 減碼 |
| 20 | ASML | ASML Holding N.V. | 0% | -5.69% | 減碼 |
| 21 | PEP | Pepsico Inc | 0% | -0.83% | 減碼 |
| 22 | XOM | Exxon Mobil CORP | 0% | -0.46% | 減碼 |
| 23 | VEA | Vanguard Ftse Developed ETF | 0% | +4.42% | 加碼 |
| 24 | ✓ | 0% | -1.32% | 減碼 | |
| 25 | ✓ | 0% | -2.31% | 減碼 | |
| 26 | CL | Colgate-palmolive Co | 0% | -3.37% | 減碼 |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | 0% | -5.74% | 減碼 |
| 28 | EEM | Ishares Msci Emerging Market | 0% | -15.47% | 減碼 |
| 29 | ✓ | 0% | -24.41% | 減碼 | |
| 30 | SBUX | Starbucks CORP | 0% | -4.33% | 減碼 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.54% | 減碼 |
| 32 | EFA | Ishares Msci Eafe ETF | -0.1% | -7.32% | 減碼 |
| 33 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -5.83% | 減碼 |
| 34 | ABT | Abbott Laboratories | -0.1% | +2.59% | 加碼 |
| 35 | IWM | Ishares Russell 2000 ETF | -0.1% | -7.89% | 減碼 |
| 36 | NKE | Nike Inc -cl B | -0.1% | -2.78% | 減碼 |
| 37 | PANW | Palo Alto Networks Inc | -0.1% | — | 不變 |
| 38 | APD | Air Products & Chemicals Inc | -0.1% | -6.65% | 減碼 |
| 39 | SYK | Stryker CORP | -0.1% | +0.14% | 加碼 |
| 40 | ITW | Illinois Tool Works | -0.1% | -0.90% | 減碼 |
| 41 | ✓ | -0.2% | -1.99% | 減碼 | |
| 42 | ✓ | -0.2% | -2.82% | 減碼 | |
| 43 | ROP | Roper Technologies Inc | -0.3% | -61.25% | 減碼 |
| 44 | HD | Home Depot Inc | -0.4% | +0.68% | 加碼 |
| 45 | ADP | Automatic Data Processing | -0.4% | -0.76% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.7% | -0.50% | 減碼 |
| 47 | FISV | Fiserv Inc | -1.8% | -85.21% | 減碼 |
| 48 | BMY | Bristol-myers Squibb Co | — | EXIT | 清倉 |
| 49 | ✓ | — | NEW | 新建倉 | |
| 50 | LLY | Eli Lilly & Co | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Ramsay, Stattman, Vela & Price, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$5.6億，共申報了 80 個公開持股部位。
在 Q4 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 (9.2%)、AAPL (8.1%)、 (5.8%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.2% 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
市值: US$20.8萬
本季最大獲利了結 / 清倉標的
BMY
前期市值: US$63.3萬
在 Q4 2025 季度中，Ramsay, Stattman, Vela & Price, Inc. 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 13 個部位、減碼 32 個部位以及清倉 1 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 BMY。
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。