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: 0001993325
申報總市值
US$1.5億
US$1.5億
125 檔
24.8%
根據最新整理的 13F 季度數據集，Slocum, Gordon & Co LLP 於 Q2 2025 結束時的管理資產規模為 US$1.5億。該機構在本季度申報了 125 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2025，Slocum, Gordon & Co LLP 展現出較為審慎的避險與獲利了結姿態。本季共減碼 32 個部位並完全清倉 3 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Slocum, Gordon & Co LLP 的前 5 大持股（包含 PG, NEE, XOM）貢獻了組合市值的 24.8%，形成該機構在 Q2 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 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 6.37% | -0.18% | -2.78% | |
| 2 | NEE | Nextera Energy Inc | 股票-公用事業 | 6.05% | -0.82% | -1.81% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 6.01% | -2.03% | -7.62% | |
| 4 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 5.99% | +0.22% | -3.30% | |
| 5 | AEP | American Electric Power | 股票-公用事業 | 5.63% | -0.10% | -2.57% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 5.40% | — | -6.32% | |
| 7 | VZ | Verizon Communications Inc | 股票-通訊服務 | 4.44% | -0.85% | -1.67% | |
| 8 | PPL | Ppl CORP | 股票-公用事業 | 4.41% | — | -4.04% | |
| 9 | KVUE | Kenvue Inc | 股票-非循環性消費 | 4.22% | — | -2.86% | |
| 10 | UL | Unilever PLC | 股票-非循環性消費 | 3.68% | — | -1.32% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.16% | +0.34% | -1.19% | |
| 12 | WMB | Williams Cos Inc | 股票-能源 | 3.12% | -0.20% | -3.74% | |
| 13 | DUK | Duke Energy CORP | 股票-公用事業 | 2.87% | -0.32% | -1.95% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.66% | +0.19% | -31.05% | |
| 15 | T | At&t Inc | 股票-通訊服務 | 2.52% | -0.84% | -1.85% | |
| 16 | WY | Weyerhaeuser Co | 股票-房地產 | 2.14% | -0.20% | -2.54% | |
| 17 | PFE | Pfizer Inc | 股票-醫療保健 | 2.01% | -0.32% | -10.75% | |
| 18 | GE | General Electric | 股票-工業 | 1.96% | +0.51% | -17.56% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.78% | +0.16% | -16.42% | |
| 20 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.61% | +0.01% | -1.94% | |
| 21 | IRT | Independence Realty Trust In | 股票-房地產 | 1.51% | +0.01% | -2.25% | |
| 22 | DVN | Devon Energy CORP | 股票-能源 | 1.45% | — | -2.76% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | +0.01% | — | |
| 24 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.16% | -0.39% | -3.87% | |
| 25 | PRGO | Perrigo Company plc | 股票-醫療保健 | 1.13% | — | — | |
| 26 | AAPL | Apple Inc | 股票-科技 | 1.07% | +0.14% | +3.20% | |
| 27 | EWA | Ishares Msci Australia ETF | ETF-其他 | 1.04% | -0.21% | -1.73% | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.01% | +0.06% | -1.62% | |
| 29 | GEV | GE Vernova Inc | 股票-工業 | 0.99% | +0.43% | -17.73% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 0.86% | +0.07% | — | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.86% | -0.08% | -9.92% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.78% | +0.34% | — | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.65% | -0.19% | — | |
| 34 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.62% | -0.34% | EXIT | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.54% | +0.03% | -0.54% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.47% | -0.04% | — | |
| 37 | OSK | Oshkosh CORP | 股票-工業 | 0.46% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | +0.06% | -5.01% | |
| 39 | MMM | 3m Co | 股票-工業 | 0.44% | +0.04% | — | |
| 40 | TKR | Timken Co | 股票-工業 | 0.43% | — | — | |
| 41 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.41% | +0.05% | -0.82% | |
| 42 | GIS | General Mills Inc | 股票-非循環性消費 | 0.31% | — | — | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.28% | — | +2.45% | |
| 44 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.25% | +0.26% | NEW | |
| 45 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.24% | -0.16% | EXIT | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.24% | +0.02% | — | |
| 47 | DOW | Dow Inc | 股票-原物料 | 0.22% | -0.26% | EXIT | |
| 48 | RVTY | Revvity Inc | 股票-醫療保健 | 0.21% | +0.03% | — | |
| 49 | BB3 | Brookline Bancorp Inc | 股票-其他 | 0.20% | — | — | |
| 50 | VST | Vistra CORP | 股票-公用事業 | 0.19% | -0.14% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PRGO | Perrigo Company plc | +1.1% | NEW | 新建倉 |
| 2 | TIP | Ishares Tips Bond ETF | +0.7% | NEW | 新建倉 |
| 3 | OSK | Oshkosh CORP | +0.5% | NEW | 新建倉 |
| 4 | TKR | Timken Co | +0.4% | NEW | 新建倉 |
| 5 | MSFT | Microsoft CORP | +0.4% | — | 不變 |
| 6 | GEV | GE Vernova Inc | +0.3% | -17.73% | 減碼 |
| 7 | UL | Unilever PLC | +0.3% | -1.32% | 減碼 |
| 8 | WMB | Williams Cos Inc | +0.3% | -3.74% | 減碼 |
| 9 | GE | General Electric | +0.3% | -17.56% | 減碼 |
| 10 | NEE | Nextera Energy Inc | +0.2% | -1.81% | 減碼 |
| 11 | CAT | Caterpillar Inc | +0.2% | — | 不變 |
| 12 | EWA | Ishares Msci Australia ETF | +0.2% | -1.73% | 減碼 |
| 13 | EWJ | Ishares Msci Japan ETF | +0.1% | -1.62% | 減碼 |
| 14 | VST | Vistra CORP | +0.1% | +20.00% | 加碼 |
| 15 | AMZN | Amazon.com Inc | +0.1% | -0.82% | 減碼 |
| 16 | DUK | Duke Energy CORP | +0.1% | -1.95% | 減碼 |
| 17 | VZ | Verizon Communications Inc | +0.1% | -1.67% | 減碼 |
| 18 | TXN | Texas Instruments Inc | +0.1% | +70.09% | 加碼 |
| 19 | PM | Philip Morris International | +0.1% | +2.45% | 加碼 |
| 20 | CL | Colgate-palmolive Co | +0.1% | -1.94% | 減碼 |
| 21 | AAPL | Apple Inc | 0% | +3.20% | 加碼 |
| 22 | AXP | American Express Co | 0% | — | 不變 |
| 23 | PLTR | Palantir Technologies Inc-a | 0% | NEW | 新建倉 |
| 24 | AEP | American Electric Power | — | -2.57% | 減碼 |
| 25 | TMO | Thermo Fisher Scientific Inc | 0% | — | 不變 |
| 26 | CVX | Chevron CORP | 0% | -3.04% | 減碼 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -5.01% | 減碼 |
| 28 | GIS | General Mills Inc | 0% | — | 不變 |
| 29 | UNH | Unitedhealth Group Inc | 0% | — | 不變 |
| 30 | USB | US Bancorp | 0% | EXIT | 清倉 |
| 31 | 6D8 | Dupont De Nemours Inc | 0% | -5.06% | 減碼 |
| 32 | MO | Altria Group Inc | 0% | -31.05% | 減碼 |
| 33 | BMY | Bristol-myers Squibb Co | -0.1% | -21.52% | 減碼 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -2.78% | 減碼 |
| 35 | DOW | Dow Inc | -0.1% | -17.48% | 減碼 |
| 36 | KMI | Kinder Morgan, Inc. | -0.1% | EXIT | 清倉 |
| 37 | PPL | Ppl CORP | -0.1% | -4.04% | 減碼 |
| 38 | PEP | Pepsico Inc | -0.1% | -43.77% | 減碼 |
| 39 | OXY | Occidental Petroleum CORP | -0.2% | -3.87% | 減碼 |
| 40 | PFE | Pfizer Inc | -0.2% | -10.75% | 減碼 |
| 41 | DVN | Devon Energy CORP | -0.2% | -2.76% | 減碼 |
| 42 | ABBV | Abbvie Inc | -0.2% | -1.19% | 減碼 |
| 43 | WY | Weyerhaeuser Co | -0.2% | -2.54% | 減碼 |
| 44 | IRT | Independence Realty Trust In | -0.2% | -2.25% | 減碼 |
| 45 | JPM | Jpmorgan Chase & Co | -0.4% | -31.05% | 減碼 |
| 46 | JNJ | Johnson & Johnson | -0.4% | -6.32% | 減碼 |
| 47 | KVUE | Kenvue Inc | -0.4% | -2.86% | 減碼 |
| 48 | MRK | Merck & Co. Inc. | -0.5% | -3.30% | 減碼 |
| 49 | XOM | Exxon Mobil CORP | -0.6% | -7.62% | 減碼 |
| 50 | KMB | Kimberly-clark CORP | -2.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Slocum, Gordon & Co LLP 在 Q2 2025 季度的美股持倉總市值約為 US$1.5億，共申報了 125 個公開持股部位。
在 Q2 2025 季度，Slocum, Gordon & Co LLP 按市值排列的前三大核心持股分別為：PG (6.4%)、NEE (6.0%)、XOM (6.0%)。其中最大持股部位 PG 佔據整體投資組合約 6.4% 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
PRGO
市值: US$140.7萬
本季最大獲利了結 / 清倉標的
KMB
前期市值: US$295.7萬
在 Q2 2025 季度中，Slocum, Gordon & Co LLP 共進行了 44 項持倉異動，包含新建倉 5 個部位、加碼 4 個部位、減碼 32 個部位以及清倉 3 個部位。 其中最大新建倉標的為 PRGO。 本季清倉部位包含 KMB。
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。