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: 0001397290
申報總市值
US$10.3億
US$10.3億
238 檔
19.9%
Q4 2025 季度申報顯示，Rodgers Brothers Inc. 揭露的美股組合總市值為 US$10.3億，涵蓋 238 個不同之權益投資部位。
Rodgers Brothers Inc. 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 37 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Rodgers Brothers Inc. 的前 5 大持股（包含 COHR, LLY, ABBV）貢獻了組合市值的 19.9%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 238 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 | COHR | Coherent CORP | 股票-科技 | 8.50% | +3.31% | -12.47% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 7.33% | +0.51% | -3.17% | |
| 3 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.47% | -0.09% | -1.65% | |
| 4 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 3.03% | +0.21% | +1.43% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.29% | -2.75% | |
| 6 | EMR | Emerson Electric Co | 股票-工業 | 2.20% | -0.18% | -2.30% | |
| 7 | ROK | Rockwell Automation Inc | 股票-工業 | 2.16% | +0.30% | -1.58% | |
| 8 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.13% | -0.16% | -0.24% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.04% | -0.29% | -1.50% | |
| 10 | BMI | Badger Meter Inc | 股票-科技 | 1.78% | +0.67% | -0.95% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.64% | -0.14% | -2.23% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.59% | -0.23% | -0.10% | |
| 13 | AXP | American Express Co | 股票-金融 | 1.50% | -0.07% | -0.51% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.24% | -0.06% | -3.91% | |
| 15 | HUBB | Hubbell Inc | 股票-工業 | 1.21% | -0.14% | +0.00% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.15% | -0.45% | -2.30% | |
| 17 | GLW | Corning Inc | 股票-科技 | 1.11% | +0.77% | -0.61% | |
| 18 | UNP | Union Pacific CORP | 股票-工業 | 1.08% | -0.06% | +0.58% | |
| 19 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.07% | -0.12% | +26.18% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 1.03% | +0.73% | -2.48% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 1.02% | +0.06% | +0.48% | |
| 22 | TFX | Teleflex Inc | 股票-醫療保健 | 1.00% | -0.17% | +359.51% | |
| 23 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.96% | -0.25% | -0.55% | |
| 24 | PSX | Phillips 66 | 股票-能源 | 0.96% | -0.21% | -3.82% | |
| 25 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.96% | -0.16% | -10.80% | |
| 26 | MLKN | Millerknoll Inc | 股票-其他 | 0.95% | +0.14% | +2.17% | |
| 27 | TGT | Target CORP | 股票-循環性消費 | 0.90% | -0.11% | -9.90% | |
| 28 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.87% | -0.06% | -0.53% | |
| 29 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.86% | +0.12% | -2.96% | |
| 30 | GIS | General Mills Inc | 股票-非循環性消費 | 0.86% | -0.15% | +8.87% | |
| 31 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.82% | -0.04% | +0.31% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.82% | -0.11% | -3.83% | |
| 33 | NFG | National Fuel Gas Co | 股票-能源 | 0.82% | -0.28% | -1.08% | |
| 34 | LW | Lamb Weston Holdings Inc | 股票-非循環性消費 | 0.78% | -0.13% | +4.51% | |
| 35 | OKE | Oneok Inc | 股票-能源 | 0.77% | -0.19% | -1.82% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.74% | -0.11% | -3.95% | |
| 37 | FDX | Fedex CORP | 股票-工業 | 0.71% | -0.23% | -2.14% | |
| 38 | MSA | Msa Safety Inc | 股票-工業 | 0.71% | -0.03% | +2.68% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.69% | -0.18% | -6.14% | |
| 40 | LNN | Lindsay CORP | 股票-其他 | 0.69% | -0.11% | +82.99% | |
| 41 | CW | Curtiss-wright CORP | 股票-工業 | 0.67% | -0.05% | — | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | — | -0.84% | |
| 43 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.63% | -0.08% | -17.76% | |
| 44 | CMI | Cummins Inc | 股票-工業 | 0.62% | +0.07% | -0.20% | |
| 45 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.61% | -0.03% | -4.61% | |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.60% | -0.28% | -0.47% | |
| 47 | MET | Metlife Inc | 股票-金融 | 0.58% | -0.01% | -0.52% | |
| 48 | PPG | Ppg Industries Inc | 股票-原物料 | 0.58% | -0.03% | -4.33% | |
| 49 | FFIV | F5 Inc | 股票-科技 | 0.58% | +0.15% | +2.46% | |
| 50 | PAYX | Paychex Inc | 股票-科技 | 0.57% | -0.11% | -22.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COHR | Coherent CORP | +2.7% | -12.47% | 減碼 |
| 2 | LLY | Eli Lilly & Co | +1.8% | -3.17% | 減碼 |
| 3 | TFX | Teleflex Inc | +0.8% | +359.51% | 加碼 |
| 4 | MRK | Merck & Co. Inc. | +0.3% | -2.23% | 減碼 |
| 5 | LNN | Lindsay CORP | +0.2% | +82.99% | 加碼 |
| 6 | CL | Colgate-palmolive Co | +0.2% | +26.18% | 加碼 |
| 7 | LRCX | Lam Research CORP | +0.2% | -2.48% | 減碼 |
| 8 | ERIE | Erie Indemnity Company-cl A | +0.2% | +111.73% | 加碼 |
| 9 | ROK | Rockwell Automation Inc | +0.1% | -1.58% | 減碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -0.84% | 減碼 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.10% | 減碼 |
| 12 | CTSH | Cognizant Tech Solutions-a | +0.1% | -2.96% | 減碼 |
| 13 | AKAM | Akamai Technologies Inc | +0.1% | +15.53% | 加碼 |
| 14 | AXP | American Express Co | +0.1% | -0.51% | 減碼 |
| 15 | FDX | Fedex CORP | +0.1% | -2.14% | 減碼 |
| 16 | CMI | Cummins Inc | +0.1% | -0.20% | 減碼 |
| 17 | BMY | Bristol-myers Squibb Co | +0.1% | -1.51% | 減碼 |
| 18 | EW | Edwards Lifesciences CORP | +0.1% | +0.31% | 加碼 |
| 19 | SYY | Sysco CORP | -0.1% | -10.19% | 減碼 |
| 20 | HRB | H&r Block Inc | -0.1% | -0.25% | 減碼 |
| 21 | RHI | Robert Half Inc | -0.1% | -52.37% | 減碼 |
| 22 | GPC | Genuine Parts Co | -0.1% | -6.17% | 減碼 |
| 23 | PSX | Phillips 66 | -0.1% | -3.82% | 減碼 |
| 24 | FLO | Flowers Foods Inc | -0.1% | -48.43% | 減碼 |
| 25 | KVUE | Kenvue Inc | -0.1% | -51.37% | 減碼 |
| 26 | ADM | Archer-daniels-midland Co | -0.1% | -76.37% | 減碼 |
| 27 | HTO | H2o America | -0.2% | -51.31% | 減碼 |
| 28 | HRL | Hormel Foods CORP | -0.2% | -54.39% | 減碼 |
| 29 | CLX | Clorox Company | -0.2% | -12.43% | 減碼 |
| 30 | AMCR | Amcor plc | -0.2% | -46.78% | 減碼 |
| 31 | FFIV | F5 Inc | -0.2% | +2.46% | 加碼 |
| 32 | NFG | National Fuel Gas Co | -0.2% | -1.08% | 減碼 |
| 33 | ABT | Abbott Laboratories | -0.2% | -0.24% | 減碼 |
| 34 | ABBV | Abbvie Inc | -0.2% | -1.65% | 減碼 |
| 35 | KHC | Kraft Heinz Co/the | -0.2% | -10.80% | 減碼 |
| 36 | APD | Air Products & Chemicals Inc | -0.2% | -17.76% | 減碼 |
| 37 | KMB | Kimberly-clark CORP | -0.2% | -0.53% | 減碼 |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -1.50% | 減碼 |
| 39 | PAYX | Paychex Inc | -0.3% | -22.74% | 減碼 |
| 40 | LW | Lamb Weston Holdings Inc | -0.3% | +4.51% | 加碼 |
| 41 | MSFT | Microsoft CORP | -0.3% | -2.75% | 減碼 |
| 42 | WSM | Williams-sonoma Inc | -0.3% | +1.43% | 加碼 |
| 43 | CBRL | Cracker Barrel Old Country | -0.4% | -45.61% | 減碼 |
| 44 | HO1 | Hologic Inc | -0.7% | -92.63% | 減碼 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | 新建倉 |
| 46 | SFM | Sprouts Farmers Market Inc | — | NEW | 新建倉 |
| 47 | HP | Helmerich & Payne | — | EXIT | 清倉 |
| 48 | UL | Unilever PLC | — | EXIT | 清倉 |
| 49 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
| 50 | DLB | Dolby Laboratories Inc-cl A | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Rodgers Brothers Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$10.3億，共申報了 238 個公開持股部位。
在 Q4 2025 季度，Rodgers Brothers Inc. 按市值排列的前三大核心持股分別為：COHR (8.5%)、LLY (7.3%)、ABBV (3.5%)。其中最大持股部位 COHR 佔據整體投資組合約 8.5% 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
NVO
市值: US$240.9萬
本季最大獲利了結 / 清倉標的
HP
前期市值: US$212.7萬
在 Q4 2025 季度中，Rodgers Brothers Inc. 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 9 個部位、減碼 35 個部位以及清倉 2 個部位。 其中最大新建倉標的為 NVO。 本季清倉部位包含 HP。
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。