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: 0001455969
申報總市值
US$22.6億
US$22.6億
201 檔
25.2%
Reynders McVeigh Capital Management, LLC 在 Q3 2025 季度的美股部位總計估值為 US$22.6億，分散於 201 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Reynders McVeigh Capital Management, LLC 於 Q3 2025 季度持續回收資金，對 97 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Reynders McVeigh Capital Management, LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合計佔整體申報市值的 25.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 201 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 | NVDA | Nvidia CORP | 股票-科技 | 9.26% | -0.24% | -4.10% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.78% | +0.02% | -1.39% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.66% | -0.11% | +0.77% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 3.69% | -0.28% | +0.87% | |
| 5 | ROK | Rockwell Automation Inc | 股票-工業 | 3.30% | +0.76% | +1.16% | |
| 6 | APH | Amphenol Corp-cl A | 股票-科技 | 3.23% | +0.70% | -2.20% | |
| 7 | ADI | Analog Devices Inc | 股票-科技 | 2.97% | +0.29% | +1.48% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.88% | +0.35% | -2.26% | |
| 9 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.63% | -0.51% | +3.05% | |
| 10 | CARR | Carrier Global CORP | 股票-工業 | 2.49% | +0.45% | +3.25% | |
| 11 | XYL | Xylem Inc | 股票-工業 | 2.42% | +0.03% | +2.49% | |
| 12 | TMUS | T-mobile US Inc | 股票-通訊服務 | 2.35% | -0.66% | -2.28% | |
| 13 | SYK | Stryker CORP | 股票-醫療保健 | 2.17% | -0.22% | +3.45% | |
| 14 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.12% | -0.40% | +1.85% | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 2.01% | -0.23% | +0.79% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.96% | +0.21% | +2.15% | |
| 17 | ATR | Aptargroup Inc | 股票-醫療保健 | 1.94% | -0.97% | +4.12% | |
| 18 | ULS | Ul Solutions Inc - Class A | 股票-工業 | 1.92% | +0.21% | +4.62% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.83% | +0.12% | +10.41% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.76% | — | +1.47% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.73% | +0.02% | -4.87% | |
| 22 | VLTO | Veralto CORP | 股票-工業 | 1.58% | -0.13% | +4.51% | |
| 23 | NET | Cloudflare Inc - Class A | 股票-科技 | 1.50% | +0.04% | -5.16% | |
| 24 | RELX | Relx PLC - Spon Adr | 股票-工業 | 1.49% | -0.41% | EXIT | |
| 25 | CCK | Crown Holdings Inc | 股票-循環性消費 | 1.46% | +0.02% | +5.65% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 1.36% | -0.19% | -0.41% | |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.29% | -0.79% | EXIT | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 1.22% | -0.15% | -8.95% | |
| 29 | WM | Waste Management Inc | 股票-工業 | 1.19% | -0.17% | +2.11% | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 1.18% | -0.03% | -5.25% | |
| 31 | ALC | Alcon Inc. | 股票-醫療保健 | 1.16% | -0.86% | -2.31% | |
| 32 | UBER | Uber Technologies Inc | 股票-工業 | 1.06% | -0.69% | +3.68% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.03% | -0.12% | -2.61% | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.02% | -0.03% | +1.91% | |
| 35 | NYT | New York Times Co-a | 股票-通訊服務 | 0.98% | -0.35% | -15.21% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | +0.29% | +470.83% | |
| 37 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.92% | +0.92% | +0.98% | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.89% | — | -5.98% | |
| 39 | UL | Unilever PLC | 股票-非循環性消費 | 0.83% | — | +19.40% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.81% | +1.70% | +11.88% | |
| 41 | RKT | Rocket Cos Inc-class A | 股票-金融 | 0.79% | +0.07% | +30.69% | |
| 42 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.78% | — | +10.02% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | -0.08% | +2.31% | |
| 44 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.64% | -0.25% | -14.34% | |
| 45 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.60% | +0.01% | +19.10% | |
| 46 | ASML | ASML Holding N.V. | 股票-科技 | 0.53% | +0.22% | -2.02% | |
| 47 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.51% | +0.10% | -2.77% | |
| 48 | TILE | Interface Inc | 股票-其他 | 0.50% | +0.23% | +13.75% | |
| 49 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.49% | -0.07% | +11.15% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | -0.09% | -2.75% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | +470.83% | 加碼 |
| 2 | AAPL | Apple Inc | +0.8% | -1.39% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.26% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.6% | -4.10% | 減碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | +2.15% | 加碼 |
| 6 | APH | Amphenol Corp-cl A | +0.4% | -2.20% | 減碼 |
| 7 | RKT | Rocket Cos Inc-class A | +0.3% | +30.69% | 加碼 |
| 8 | TSLA | Tesla Inc | +0.2% | -5.25% | 減碼 |
| 9 | TJX | Tjx Companies Inc | +0.2% | +1.85% | 加碼 |
| 10 | SOFI | Sofi Technologies Inc | +0.2% | +19.10% | 加碼 |
| 11 | XYL | Xylem Inc | +0.2% | +2.49% | 加碼 |
| 12 | TILE | Interface Inc | +0.2% | +13.75% | 加碼 |
| 13 | AMAT | Applied Materials Inc | +0.1% | +11.88% | 加碼 |
| 14 | NXT | Nextpower Inc-cl A | +0.1% | +5.72% | 加碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +2.31% | 加碼 |
| 16 | HD | Home Depot Inc | +0.1% | +1.47% | 加碼 |
| 17 | UL | Unilever PLC | +0.1% | +19.40% | 加碼 |
| 18 | CRSP | CRISPR Therapeutics AG | +0.1% | +1.41% | 加碼 |
| 19 | VLTO | Veralto CORP | +0.1% | +4.51% | 加碼 |
| 20 | ASML | ASML Holding N.V. | +0.1% | -2.02% | 減碼 |
| 21 | NVS | Novartis Ag-sponsored Adr | +0.1% | +11.15% | 加碼 |
| 22 | GRAL | Grail Inc | +0.1% | +11.40% | 加碼 |
| 23 | ORCL | Oracle CORP | 0% | -4.99% | 減碼 |
| 24 | VRT | Vertiv Holdings Co-a | 0% | -2.77% | 減碼 |
| 25 | ABBV | Abbvie Inc | 0% | -4.98% | 減碼 |
| 26 | UBER | Uber Technologies Inc | 0% | +3.68% | 加碼 |
| 27 | ENVX | Enovix CORP | 0% | +26.90% | 加碼 |
| 28 | TMO | Thermo Fisher Scientific Inc | 0% | -3.29% | 減碼 |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不變 |
| 30 | CAT | Caterpillar Inc | 0% | -2.76% | 減碼 |
| 31 | IDXX | Idexx Laboratories Inc | 0% | +0.42% | 加碼 |
| 32 | GLD | Spdr Gold Shares | 0% | — | 不變 |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +4.79% | 加碼 |
| 34 | TEL | TE Connectivity plc | 0% | +11.31% | 加碼 |
| 35 | INTC | Intel CORP | 0% | -5.40% | 減碼 |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.68% | 減碼 |
| 37 | ROK | Rockwell Automation Inc | — | +1.16% | 加碼 |
| 38 | AMD | Advanced Micro Devices | — | -6.38% | 減碼 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | — | +1.31% | 加碼 |
| 40 | VUG | Vanguard Growth ETF | — | — | 不變 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -2.59% | 減碼 |
| 42 | PAYX | Paychex Inc | — | -24.33% | 減碼 |
| 43 | NEE | Nextera Energy Inc | — | +0.72% | 加碼 |
| 44 | RTX | Rtx CORP | — | -2.06% | 減碼 |
| 45 | XOM | Exxon Mobil CORP | — | +9.41% | 加碼 |
| 46 | INTU | Intuit Inc | — | -0.89% | 減碼 |
| 47 | VIG | Vanguard Dividend Apprec ETF | — | +0.01% | 加碼 |
| 48 | IJJ | Ishares S&p Mid-cap 400 Valu | — | -27.78% | 減碼 |
| 49 | DHI | Dr Horton Inc | — | +15.63% | 加碼 |
| 50 | IVW | Ishares S&p 500 Growth ETF | — | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Reynders McVeigh Capital Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$22.6億，共申報了 201 個公開持股部位。
在 Q3 2025 季度，Reynders McVeigh Capital Management, LLC 按市值排列的前三大核心持股分別為：NVDA (9.3%)、AAPL (5.8%)、MSFT (4.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 9.3% 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
SN
市值: US$379.8萬
本季最大獲利了結 / 清倉標的
DTE
前期市值: US$26.9萬
在 Q3 2025 季度中，Reynders McVeigh Capital Management, LLC 共進行了 171 項持倉異動，包含新建倉 8 個部位、加碼 64 個部位、減碼 97 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SN。 本季清倉部位包含 DTE。
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。