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: 0001387304
申報總市值
US$13.6億
US$13.6億
87 檔
14.2%
在 Q2 2025 的 13F 官方備案中，Richard C. Young & CO., LTD. 管理的美股投資組合規模來到 US$13.6億，整體持股檔數為 87 檔。
Q2 2025 數據顯示 Richard C. Young & CO., LTD. 積極進場，新開立 1 個部位並同步加碼 31 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Richard C. Young & CO., LTD. 的前 5 大核心持股（包含 GLDM1USD, GLD, AVGO 等）合計佔整體申報市值的 14.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | GLDM1USD | Spdr Gold Minishares Trust | ETF-避險與商品 | 5.51% | -1.27% | -1.28% | |
| 2 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.81% | -1.08% | -1.89% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.72% | +0.26% | +0.56% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 3.01% | +0.03% | -0.05% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.94% | +0.04% | +68.10% | |
| 6 | T | At&t Inc | 股票-通訊服務 | 2.40% | -0.73% | +0.13% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 2.32% | -0.16% | +1.19% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.29% | +0.28% | +14.80% | |
| 9 | SLV | Ishares Silver Trust | ETF-避險與商品 | 2.29% | -1.07% | -0.85% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.22% | -0.17% | +167.24% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 2.15% | -0.07% | -3.17% | |
| 12 | KMI | Kinder Morgan, Inc. | 股票-能源 | 2.13% | -0.31% | +0.43% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | -0.01% | +0.27% | |
| 14 | SO | Southern Co/the | 股票-公用事業 | 2.04% | -0.21% | +0.95% | |
| 15 | CAT | Caterpillar Inc | 股票-工業 | 2.03% | +0.92% | -2.81% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.00% | +0.04% | +2.83% | |
| 17 | WMB | Williams Cos Inc | 股票-能源 | 1.96% | -0.17% | -2.59% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.95% | -0.13% | +1.56% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.95% | -0.20% | -0.08% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.91% | -0.74% | +0.51% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 1.89% | -0.42% | +0.65% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.88% | +0.09% | +0.15% | |
| 23 | DELL | Dell Technologies -c | 股票-科技 | 1.83% | +2.90% | +90.89% | |
| 24 | TXN | Texas Instruments Inc | 股票-科技 | 1.80% | +0.37% | -2.56% | |
| 25 | LHX | L3harris Technologies Inc | 股票-工業 | 1.73% | -0.49% | +0.37% | |
| 26 | AAPL | Apple Inc | 股票-科技 | 1.65% | +0.03% | +0.75% | |
| 27 | MO | Altria Group Inc | 股票-非循環性消費 | 1.65% | -0.04% | +1.72% | |
| 28 | NSC | Norfolk Southern CORP | 股票-工業 | 1.62% | -0.06% | -2.88% | |
| 29 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.61% | -0.32% | +1.32% | |
| 30 | EMR | Emerson Electric Co | 股票-工業 | 1.60% | -0.03% | +2.12% | |
| 31 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.60% | -0.30% | -0.39% | |
| 32 | PNC | Pnc Financial Services Group | 股票-金融 | 1.57% | +0.09% | +0.10% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 1.47% | -0.50% | +1.59% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.27% | -0.26% | +0.37% | |
| 35 | CMI | Cummins Inc | 股票-工業 | 1.23% | +0.30% | +1.36% | |
| 36 | MDT | Medtronic plc | 股票-醫療保健 | 1.21% | — | +0.10% | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.20% | -0.10% | +1.78% | |
| 38 | PSX | Phillips 66 | 股票-能源 | 1.16% | -0.28% | +0.17% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.13% | -0.10% | +0.22% | |
| 40 | VLO | Valero Energy CORP | 股票-能源 | 1.11% | -0.10% | +1.57% | |
| 41 | GD | General Dynamics CORP | 股票-工業 | 1.09% | -0.11% | -0.80% | |
| 42 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.07% | — | +0.77% | |
| 43 | UNP | Union Pacific CORP | 股票-工業 | 1.07% | — | +0.69% | |
| 44 | PFE | Pfizer Inc | 股票-醫療保健 | 1.06% | -0.30% | +2.31% | |
| 45 | KR | Kroger Co | 股票-非循環性消費 | 1.04% | -0.61% | -0.17% | |
| 46 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.04% | — | -23.47% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.91% | -0.06% | +0.11% | |
| 48 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.88% | -0.01% | +0.19% | |
| 49 | ALL | Allstate CORP | 股票-金融 | 0.87% | -0.60% | +5.89% | |
| 50 | NOC | Northrop Grumman CORP | 股票-工業 | 0.74% | -0.29% | +1.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +68.10% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +1.5% | +167.24% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.3% | +0.56% | 加碼 |
| 4 | DELL | Dell Technologies -c | +1.1% | +90.89% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.7% | +1.19% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +14.80% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.4% | +1.56% | 加碼 |
| 8 | EMR | Emerson Electric Co | +0.2% | +2.12% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +0.27% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +2.83% | 加碼 |
| 11 | IBM | Intl Business Machines CORP | +0.2% | +0.15% | 加碼 |
| 12 | LHX | L3harris Technologies Inc | +0.2% | +0.37% | 加碼 |
| 13 | CAT | Caterpillar Inc | +0.1% | -2.81% | 減碼 |
| 14 | WMT | Walmart Inc | +0.1% | +0.65% | 加碼 |
| 15 | TXN | Texas Instruments Inc | +0.1% | -2.56% | 減碼 |
| 16 | ADI | Analog Devices Inc | +0.1% | -0.48% | 減碼 |
| 17 | QCOM | Qualcomm Inc | 0% | +13.82% | 加碼 |
| 18 | TSLA | Tesla Inc | 0% | NEW | 新建倉 |
| 19 | ROK | Rockwell Automation Inc | 0% | -0.89% | 減碼 |
| 20 | VDC | Vanguard Consumer Staple ETF | 0% | +95.05% | 加碼 |
| 21 | HON | Honeywell International Inc | 0% | +2.12% | 加碼 |
| 22 | GD | General Dynamics CORP | 0% | -0.80% | 減碼 |
| 23 | CMI | Cummins Inc | 0% | +1.36% | 加碼 |
| 24 | KR | Kroger Co | 0% | -0.17% | 減碼 |
| 25 | PNC | Pnc Financial Services Group | 0% | +0.10% | 加碼 |
| 26 | NSC | Norfolk Southern CORP | -0.1% | -2.88% | 減碼 |
| 27 | VLO | Valero Energy CORP | -0.1% | +1.57% | 加碼 |
| 28 | SLV | Ishares Silver Trust | -0.1% | -0.85% | 減碼 |
| 29 | ABBV | Abbvie Inc | -0.1% | +2.41% | 加碼 |
| 30 | KMI | Kinder Morgan, Inc. | -0.1% | +0.43% | 加碼 |
| 31 | TGT | Target CORP | -0.1% | -1.97% | 減碼 |
| 32 | WMB | Williams Cos Inc | -0.1% | -2.59% | 減碼 |
| 33 | T | At&t Inc | -0.1% | +0.13% | 加碼 |
| 34 | PSX | Phillips 66 | -0.1% | +0.17% | 加碼 |
| 35 | MDT | Medtronic plc | -0.1% | +0.10% | 加碼 |
| 36 | GLD | Spdr Gold Shares | -0.2% | -1.89% | 減碼 |
| 37 | JNJ | Johnson & Johnson | -0.2% | +0.22% | 加碼 |
| 38 | MCD | Mcdonald's CORP | -0.2% | +0.37% | 加碼 |
| 39 | VZ | Verizon Communications Inc | -0.2% | +1.32% | 加碼 |
| 40 | GLDM1USD | Spdr Gold Minishares Trust | -0.2% | -1.28% | 減碼 |
| 41 | LOW | Lowe's Cos Inc | -0.2% | -0.39% | 減碼 |
| 42 | V | Visa Inc-class A Shares | -0.2% | -0.05% | 減碼 |
| 43 | ADP | Automatic Data Processing | -0.2% | -3.17% | 減碼 |
| 44 | KVUE | Kenvue Inc | -0.3% | +0.77% | 加碼 |
| 45 | AAPL | Apple Inc | -0.3% | +0.75% | 加碼 |
| 46 | PG | Procter & Gamble Co/the | -0.3% | -0.08% | 減碼 |
| 47 | CVX | Chevron CORP | -0.4% | +1.59% | 加碼 |
| 48 | XOM | Exxon Mobil CORP | -0.4% | +0.51% | 加碼 |
| 49 | APD | Air Products & Chemicals Inc | -0.5% | -23.47% | 減碼 |
| 50 | MRK | Merck & Co. Inc. | -1.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Richard C. Young & CO., LTD. 在 Q2 2025 季度的美股持倉總市值約為 US$13.6億，共申報了 87 個公開持股部位。
在 Q2 2025 季度，Richard C. Young & CO., LTD. 按市值排列的前三大核心持股分別為：GLDM1USD (5.5%)、GLD (3.8%)、AVGO (3.7%)。其中最大持股部位 GLDM1USD 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
TSLA
市值: US$35.7萬
本季最大獲利了結 / 清倉標的
MRK
前期市值: US$1741.7萬
在 Q2 2025 季度中，Richard C. Young & CO., LTD. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 31 個部位、減碼 17 個部位以及清倉 1 個部位。 其中最大新建倉標的為 TSLA。 本季清倉部位包含 MRK。
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。