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: 0000200648
申報總市值
US$9.9億
US$9.9億
301 檔
11.0%
Romano Brothers And Company 在 Q1 2025 季度的美股部位總計估值為 US$9.9億，分散於 301 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q1 2025 申報觀察，Romano Brothers And Company 採取防禦導向的調倉策略，本季減碼 30 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Romano Brothers And Company 的前 5 大核心持股（包含 ABBV, AAPL, VOO 等）合計佔整體申報市值的 11.0%，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 301 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 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.52% | +0.01% | -0.95% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.07% | -0.02% | -1.24% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.95% | +0.05% | +2.07% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.40% | -0.06% | +2.85% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.23% | +0.03% | -2.09% | |
| 6 | CACI | Caci International Inc -cl A | 股票-科技 | 2.19% | -0.69% | -2.13% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.14% | +0.10% | -3.98% | |
| 8 | FISV | Fiserv Inc | 股票-其他 | 2.09% | -0.13% | -1.00% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.01% | -0.19% | -1.48% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.97% | +0.02% | +0.78% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.84% | +0.10% | +4.37% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.34% | -0.10% | +1.57% | |
| 13 | DUK | Duke Energy CORP | 股票-公用事業 | 1.25% | -0.19% | -4.39% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.22% | +0.43% | -1.78% | |
| 15 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.19% | -0.13% | -2.24% | |
| 16 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.16% | -0.18% | -1.57% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.16% | — | -0.33% | |
| 18 | FDX | Fedex CORP | 股票-工業 | 1.11% | -0.30% | -1.15% | |
| 19 | RTX | Rtx CORP | 股票-工業 | 1.09% | -0.18% | -0.54% | |
| 20 | ARCC | Ares Capital CORP | 股票-金融 | 1.02% | -0.07% | +0.62% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.01% | +0.02% | -1.15% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.96% | +0.11% | +0.95% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.93% | -0.08% | -0.22% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.02% | -2.61% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.89% | -0.01% | +1.10% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | +0.08% | +0.37% | |
| 27 | UPS | United Parcel Service-cl B | 股票-工業 | 0.85% | -0.03% | +7.08% | |
| 28 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.83% | -0.04% | -1.73% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 0.81% | -0.08% | -2.24% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | -0.08% | +0.02% | |
| 31 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.76% | +0.09% | -2.76% | |
| 32 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.74% | -0.10% | -2.23% | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 0.73% | +0.35% | — | |
| 34 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.73% | -0.18% | -0.55% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.72% | +0.04% | +8.11% | |
| 36 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.71% | -0.02% | +1.27% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.71% | -0.15% | +1.78% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.70% | +0.12% | -5.38% | |
| 39 | T | At&t Inc | 股票-通訊服務 | 0.69% | -0.23% | +2.44% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.69% | -0.11% | +0.39% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | +0.10% | +0.22% | |
| 42 | ITW | Illinois Tool Works | 股票-工業 | 0.66% | -0.05% | +1.08% | |
| 43 | HON | Honeywell International Inc | 股票-工業 | 0.66% | -0.60% | EXIT | |
| 44 | WM | Waste Management Inc | 股票-工業 | 0.66% | -0.11% | +4.65% | |
| 45 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.66% | +0.16% | -0.09% | |
| 46 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.66% | -0.07% | -2.80% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.65% | +0.07% | +9.62% | |
| 48 | BMO | Bank Of Montreal | 股票-金融 | 0.64% | +0.11% | -0.96% | |
| 49 | AEP | American Electric Power | 股票-公用事業 | 0.63% | -0.06% | -6.14% | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.62% | -0.06% | +1.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | +0.6% | -0.95% | 減碼 |
| 2 | CVS | Cvs Health CORP | +0.2% | -0.09% | 減碼 |
| 3 | CHKP | Check Point Software Technologies Ltd. | +0.2% | -2.24% | 減碼 |
| 4 | ABT | Abbott Laboratories | +0.2% | -1.57% | 減碼 |
| 5 | FISV | Fiserv Inc | +0.2% | -1.00% | 減碼 |
| 6 | T | At&t Inc | +0.2% | +2.44% | 加碼 |
| 7 | RTX | Rtx CORP | +0.2% | -0.54% | 減碼 |
| 8 | IBM | Intl Business Machines CORP | +0.2% | -0.33% | 減碼 |
| 9 | UBER | Uber Technologies Inc | +0.2% | +264.24% | 加碼 |
| 10 | AJG | Arthur J Gallagher & Co | +0.2% | +1.27% | 加碼 |
| 11 | AMGN | Amgen Inc | +0.1% | -2.24% | 減碼 |
| 12 | UCTT | Ultra Clean Holdings Inc | +0.1% | NEW | 新建倉 |
| 13 | WM | Waste Management Inc | +0.1% | +4.65% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +0.02% | 加碼 |
| 15 | DUK | Duke Energy CORP | +0.1% | -4.39% | 減碼 |
| 16 | LLY | Eli Lilly & Co | +0.1% | +9.62% | 加碼 |
| 17 | VZ | Verizon Communications Inc | +0.1% | -0.55% | 減碼 |
| 18 | WELL | Welltower Inc | +0.1% | -1.83% | 減碼 |
| 19 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +24.17% | 加碼 |
| 20 | CB | Chubb Limited | +0.1% | +1.99% | 加碼 |
| 21 | AEP | American Electric Power | +0.1% | -6.14% | 減碼 |
| 22 | TCPC | Blackrock Tcp Capital CORP | +0.1% | +522.70% | 加碼 |
| 23 | MU | Micron Technology Inc | +0.1% | NEW | 新建倉 |
| 24 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | NEW | 新建倉 |
| 25 | VOO | Vanguard S&p 500 ETF | 0% | +2.07% | 加碼 |
| 26 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.78% | 加碼 |
| 27 | HON | Honeywell International Inc | -0.1% | -4.51% | 減碼 |
| 28 | CAT | Caterpillar Inc | -0.1% | — | 不變 |
| 29 | AIT | Applied Industrial Tech Inc | -0.1% | -2.76% | 減碼 |
| 30 | VUG | Vanguard Growth ETF | -0.1% | +4.37% | 加碼 |
| 31 | ETN | Eaton Corporation plc | -0.1% | +5.89% | 加碼 |
| 32 | TGT | Target CORP | -0.1% | -3.43% | 減碼 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.09% | 減碼 |
| 34 | ULTA | Ulta Beauty Inc | -0.1% | -1.41% | 減碼 |
| 35 | GPN | Global Payments Inc | -0.1% | -3.49% | 減碼 |
| 36 | CNC | Centene CORP | -0.1% | -24.97% | 減碼 |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.22% | 加碼 |
| 38 | FDX | Fedex CORP | -0.2% | -1.15% | 減碼 |
| 39 | AMZN | Amazon.com Inc | -0.2% | -1.15% | 減碼 |
| 40 | PYPL | Paypal Holdings Inc | -0.2% | -2.36% | 減碼 |
| 41 | ORCL | Oracle CORP | -0.2% | -0.22% | 減碼 |
| 42 | NVDA | Nvidia CORP | -0.2% | +0.37% | 加碼 |
| 43 | GOOG | Alphabet Inc-cl C | -0.2% | +0.95% | 加碼 |
| 44 | DLR | Digital Realty Trust Inc | -0.2% | -2.23% | 減碼 |
| 45 | MMM | 3m Co | -0.2% | -56.05% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.2% | -1.48% | 減碼 |
| 47 | CACI | Caci International Inc -cl A | -0.2% | -2.13% | 減碼 |
| 48 | WSM | Williams-sonoma Inc | -0.2% | -22.14% | 減碼 |
| 49 | AAPL | Apple Inc | -0.4% | -1.24% | 減碼 |
| 50 | AVGO | Broadcom Inc | -0.9% | -3.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Romano Brothers And Company 在 Q1 2025 季度的美股持倉總市值約為 US$9.9億，共申報了 301 個公開持股部位。
在 Q1 2025 季度，Romano Brothers And Company 按市值排列的前三大核心持股分別為：ABBV (3.5%)、AAPL (3.1%)、VOO (3.0%)。其中最大持股部位 ABBV 佔據整體投資組合約 3.5% 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
UCTT
市值: US$94.1萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$2713.7萬
在 Q1 2025 季度中，Romano Brothers And Company 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 16 個部位、減碼 30 個部位以及清倉 0 個部位。 其中最大新建倉標的為 UCTT。
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。