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
91 檔
15.1%
Q3 2025 季度申報顯示，Richard C. Young & CO., LTD. 揭露的美股組合總市值為 US$13.6億，涵蓋 91 個不同之權益投資部位。
Richard C. Young & CO., LTD. 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 21 檔持股的同時，亦同步清倉 4 檔並減碼 22 檔標的。
整體而言，Richard C. Young & CO., LTD. 的前 5 大持股（包含 GLDM1USD, AVGO, GLD）貢獻了組合市值的 15.1%，形成該機構在 Q3 2025 季度的基本面基石。
| # | 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 | 4.62% | -1.27% | -23.47% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.13% | +0.26% | -1.44% | |
| 3 | GLD | Spdr Gold Shares | ETF-避險與商品 | 4.05% | -1.08% | -2.99% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.24% | +0.04% | -0.92% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.97% | +0.28% | -0.03% | |
| 6 | ORCL | Oracle CORP | 股票-科技 | 2.78% | -0.16% | -0.98% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.72% | +0.03% | -0.33% | |
| 8 | SLV | Ishares Silver Trust | ETF-避險與商品 | 2.40% | -1.07% | -13.72% | |
| 9 | CAT | Caterpillar Inc | 股票-工業 | 2.30% | +0.92% | -2.30% | |
| 10 | T | At&t Inc | 股票-通訊服務 | 2.18% | -0.73% | -0.78% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.08% | -0.17% | +0.36% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.06% | -0.01% | -1.47% | |
| 13 | DELL | Dell Technologies -c | 股票-科技 | 2.01% | +2.90% | +1.30% | |
| 14 | SO | Southern Co/the | 股票-公用事業 | 1.97% | -0.21% | -0.53% | |
| 15 | LHX | L3harris Technologies Inc | 股票-工業 | 1.96% | -0.49% | -1.15% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.94% | +0.04% | +3.22% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 1.92% | +0.03% | -0.23% | |
| 18 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.92% | -0.31% | -0.62% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.92% | -0.13% | +0.17% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.89% | +0.09% | +11.63% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 1.87% | -0.42% | +0.04% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.87% | -0.74% | -0.44% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 1.85% | -0.07% | -3.59% | |
| 24 | WMB | Williams Cos Inc | 股票-能源 | 1.82% | -0.17% | -1.88% | |
| 25 | MO | Altria Group Inc | 股票-非循環性消費 | 1.75% | -0.04% | +0.27% | |
| 26 | NSC | Norfolk Southern CORP | 股票-工業 | 1.75% | -0.06% | -1.97% | |
| 27 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.70% | -0.30% | -0.11% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.68% | -0.20% | -4.71% | |
| 29 | PNC | Pnc Financial Services Group | 股票-金融 | 1.58% | +0.09% | -0.95% | |
| 30 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.50% | -0.32% | -2.32% | |
| 31 | CMI | Cummins Inc | 股票-工業 | 1.49% | +0.30% | +0.42% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 1.49% | -0.50% | -0.74% | |
| 33 | EMR | Emerson Electric Co | 股票-工業 | 1.47% | -0.03% | -0.64% | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 1.39% | +0.37% | -7.41% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.29% | -0.10% | — | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.29% | +0.23% | — | |
| 37 | VLO | Valero Energy CORP | 股票-能源 | 1.28% | -0.10% | -3.28% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.24% | -0.26% | +0.01% | |
| 39 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.23% | +0.38% | — | |
| 40 | PSX | Phillips 66 | 股票-能源 | 1.21% | -0.28% | -2.76% | |
| 41 | GD | General Dynamics CORP | 股票-工業 | 1.18% | -0.11% | -1.14% | |
| 42 | PFE | Pfizer Inc | 股票-醫療保健 | 1.06% | -0.30% | +0.62% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.05% | -0.10% | -0.19% | |
| 44 | STRL | Sterling Infrastructure Inc | 股票-工業 | 0.99% | +1.40% | — | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.99% | -0.17% | +4641.74% | |
| 46 | KR | Kroger Co | 股票-非循環性消費 | 0.96% | -0.61% | +4.02% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.91% | -0.06% | -2.97% | |
| 48 | ALL | Allstate CORP | 股票-金融 | 0.87% | -0.60% | +0.53% | |
| 49 | NOC | Northrop Grumman CORP | 股票-工業 | 0.85% | -0.29% | +0.77% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.72% | -0.12% | +4.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | -0.92% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1.7% | -1.44% | 減碼 |
| 3 | META | Meta Platforms Inc-class A | +1.4% | +0.36% | 加碼 |
| 4 | DELL | Dell Technologies -c | +1.2% | +1.30% | 加碼 |
| 5 | ORCL | Oracle CORP | +1.2% | -0.98% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +1.1% | -0.03% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +1% | +4641.74% | 加碼 |
| 8 | LHX | L3harris Technologies Inc | +0.4% | -1.15% | 減碼 |
| 9 | CAT | Caterpillar Inc | +0.4% | -2.30% | 減碼 |
| 10 | MSFT | Microsoft CORP | +0.3% | +0.17% | 加碼 |
| 11 | CMI | Cummins Inc | +0.2% | +0.42% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -1.47% | 減碼 |
| 13 | IBM | Intl Business Machines CORP | +0.2% | +11.63% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.1% | +3.22% | 加碼 |
| 15 | VLO | Valero Energy CORP | +0.1% | -3.28% | 減碼 |
| 16 | QCOM | Qualcomm Inc | +0.1% | +13.29% | 加碼 |
| 17 | NSC | Norfolk Southern CORP | +0.1% | -1.97% | 減碼 |
| 18 | EMR | Emerson Electric Co | +0.1% | -0.64% | 加碼 |
| 19 | GD | General Dynamics CORP | +0.1% | -1.14% | 減碼 |
| 20 | GLD | Spdr Gold Shares | +0.1% | -2.99% | 減碼 |
| 21 | WMT | Walmart Inc | 0% | +0.04% | 加碼 |
| 22 | NOC | Northrop Grumman CORP | 0% | +0.77% | 加碼 |
| 23 | SLV | Ishares Silver Trust | 0% | -13.72% | 減碼 |
| 24 | DKS | Dick's Sporting Goods Inc | 0% | +3.03% | 加碼 |
| 25 | ADI | Analog Devices Inc | 0% | -2.25% | 減碼 |
| 26 | AAPL | Apple Inc | 0% | -0.23% | 加碼 |
| 27 | NEE | Nextera Energy Inc | 0% | +4.31% | 加碼 |
| 28 | PNC | Pnc Financial Services Group | 0% | -0.95% | 減碼 |
| 29 | JNJ | Johnson & Johnson | 0% | — | 加碼 |
| 30 | MO | Altria Group Inc | -0.1% | +0.27% | 加碼 |
| 31 | LOW | Lowe's Cos Inc | -0.1% | -0.11% | 減碼 |
| 32 | TGT | Target CORP | -0.3% | -9.29% | 減碼 |
| 33 | WEC | Wec Energy Group Inc | -0.3% | -61.77% | 減碼 |
| 34 | TXN | Texas Instruments Inc | -0.4% | -7.41% | 減碼 |
| 35 | CVX | Chevron CORP | -0.4% | -0.74% | 加碼 |
| 36 | XOM | Exxon Mobil CORP | -0.4% | -0.44% | 加碼 |
| 37 | V | Visa Inc-class A Shares | -0.5% | -0.33% | 減碼 |
| 38 | ADP | Automatic Data Processing | -0.5% | -3.59% | 減碼 |
| 39 | PG | Procter & Gamble Co/the | -0.6% | -4.71% | 減碼 |
| 40 | UNP | Union Pacific CORP | -0.8% | -55.44% | 減碼 |
| 41 | CL | Colgate-palmolive Co | -0.9% | -82.03% | 減碼 |
| 42 | GLDM1USD | Spdr Gold Minishares Trust | -1.1% | -23.47% | 減碼 |
| 43 | APD | Air Products & Chemicals Inc | -1.2% | -59.71% | 減碼 |
| 44 | MRK | Merck & Co. Inc. | — | EXIT | 清倉 |
| 45 | LLY | Eli Lilly & Co | — | NEW | 新建倉 |
| 46 | VRT | Vertiv Holdings Co-a | — | NEW | 新建倉 |
| 47 | MDT | Medtronic plc | — | EXIT | 清倉 |
| 48 | KVUE | Kenvue Inc | — | EXIT | 清倉 |
| 49 | STRL | Sterling Infrastructure Inc | — | NEW | 新建倉 |
| 50 | HON | Honeywell International Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Richard C. Young & CO., LTD. 在 Q3 2025 季度的美股持倉總市值約為 US$13.6億，共申報了 91 個公開持股部位。
在 Q3 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 (4.6%)、AVGO (4.1%)、GLD (4.0%)。其中最大持股部位 GLDM1USD 佔據整體投資組合約 4.6% 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
LLY
市值: US$1387.5萬
本季最大獲利了結 / 清倉標的
MRK
前期市值: US$1741.7萬
在 Q3 2025 季度中，Richard C. Young & CO., LTD. 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 21 個部位、減碼 22 個部位以及清倉 4 個部位。 其中最大新建倉標的為 LLY。 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。