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: 0001165805
申報總市值
US$20.8億
US$20.8億
117 檔
23.9%
在 Q3 2025 申報期間，Woodley Farra Manion Portfolio Management Inc（CIK: 0001165805）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$20.8億，共持有 117 個公開申報部位。
從 Q3 2025 申報觀察，Woodley Farra Manion Portfolio Management Inc 採取防禦導向的調倉策略，本季減碼 26 檔個股並出清 5 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 AVGO, GOOGL, SGOV）累計市值佔比達 23.9%，是驅動 Woodley Farra Manion Portfolio Management Inc 該季度整體投資組合績效表現的核心支柱。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 5.11% | +0.65% | -18.32% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.77% | -0.34% | -7.33% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 4.54% | -6.82% | -15.17% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.53% | +0.03% | -5.72% | |
| 5 | ASML | ASML Holding N.V. | 股票-科技 | 4.40% | +1.26% | +112.58% | |
| 6 | MS | Morgan Stanley | 股票-金融 | 4.28% | +0.04% | -7.25% | |
| 7 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.91% | -0.06% | -4.21% | |
| 8 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 3.67% | -1.78% | +77.98% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 3.65% | +0.24% | -1.22% | |
| 10 | ICE | Intercontinental Exchange In | 股票-金融 | 3.40% | -0.72% | -3.57% | |
| 11 | HON | Honeywell International Inc | 股票-工業 | 3.29% | -4.12% | EXIT | |
| 12 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 3.27% | +0.04% | -3.33% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 3.27% | +0.16% | -1.47% | |
| 14 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 3.00% | -2.90% | -2.67% | |
| 15 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.88% | -1.23% | +14530.75% | |
| 16 | FISV | Fiserv Inc | 股票-其他 | 2.75% | — | -0.32% | |
| 17 | DOV | Dover CORP | 股票-工業 | 2.74% | +0.20% | -1.63% | |
| 18 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 2.72% | — | -1.00% | |
| 19 | ACN | Accenture plc | 股票-科技 | 2.59% | -1.20% | -0.42% | |
| 20 | SYK | Stryker CORP | 股票-醫療保健 | 2.54% | -0.16% | -0.86% | |
| 21 | HLI | Houlihan Lokey Inc | 股票-金融 | 2.52% | -0.11% | -6.68% | |
| 22 | DHR | Danaher CORP | 股票-醫療保健 | 2.37% | -0.03% | -0.88% | |
| 23 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.19% | +0.10% | -44.53% | |
| 24 | CB | Chubb Limited | 股票-金融 | 1.90% | +0.13% | -0.66% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 1.81% | +0.33% | -1.68% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.78% | +0.50% | -2.21% | |
| 27 | SRE | Sempra | 股票-公用事業 | 1.72% | -0.10% | -0.30% | |
| 28 | EOG | Eog Resources Inc | 股票-能源 | 1.69% | -0.17% | -0.96% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.64% | -0.30% | -2.11% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.14% | +0.36% | -1.72% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | +0.10% | -26.05% | |
| 32 | AAPL | Apple Inc | 股票-科技 | 0.68% | +0.08% | -1.77% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 0.49% | -0.01% | -4.98% | |
| 34 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.33% | -0.01% | -0.06% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.33% | -0.04% | +0.28% | |
| 36 | BLK | Blackrock Inc | 股票-金融 | 0.30% | — | -1.62% | |
| 37 | GD | General Dynamics CORP | 股票-工業 | 0.29% | +0.01% | +0.89% | |
| 38 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.28% | -0.01% | +7.80% | |
| 39 | GRMN | Garmin Ltd. | 股票-科技 | 0.28% | — | -7.26% | |
| 40 | ETN | Eaton Corporation plc | 股票-工業 | 0.28% | +0.06% | +0.28% | |
| 41 | ITW | Illinois Tool Works | 股票-工業 | 0.27% | +0.01% | +1.41% | |
| 42 | RKLB | Rocket Lab CORP | 股票-工業 | 0.27% | -0.02% | +20.44% | |
| 43 | TXN | Texas Instruments Inc | 股票-科技 | 0.26% | -0.05% | -1.05% | |
| 44 | CME | Cme Group Inc | 股票-金融 | 0.26% | -0.07% | +0.88% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.25% | +0.02% | +2.85% | |
| 46 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.24% | +0.01% | +1.00% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.24% | -0.13% | -29.97% | |
| 48 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.22% | -0.01% | — | |
| 49 | SYY | Sysco CORP | 股票-非循環性消費 | 0.22% | +0.04% | +1.99% | |
| 50 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.22% | -0.01% | +0.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | +2.9% | +14530.75% | 加碼 |
| 2 | NVS | Novartis Ag-sponsored Adr | +1.8% | +77.98% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.6% | -18.32% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +1.4% | -7.33% | 減碼 |
| 5 | MSFT | Microsoft CORP | +0.9% | -5.72% | 減碼 |
| 6 | MS | Morgan Stanley | +0.7% | -7.25% | 減碼 |
| 7 | DIS | Walt Disney Co/the | +0.7% | -4.21% | 加碼 |
| 8 | SRE | Sempra | +0.3% | -0.30% | 加碼 |
| 9 | HLI | Houlihan Lokey Inc | +0.2% | -6.68% | 減碼 |
| 10 | HD | Home Depot Inc | +0.2% | -1.47% | 加碼 |
| 11 | ABBV | Abbvie Inc | +0.1% | +358.09% | 加碼 |
| 12 | RTX | Rtx CORP | +0.1% | -4.98% | 減碼 |
| 13 | ETN | Eaton Corporation plc | +0.1% | +0.28% | 減碼 |
| 14 | NVDA | Nvidia CORP | +0.1% | -4.35% | 減碼 |
| 15 | GD | General Dynamics CORP | +0.1% | +0.89% | 加碼 |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +17.43% | 加碼 |
| 17 | BLK | Blackrock Inc | 0% | -1.62% | 減碼 |
| 18 | AAPL | Apple Inc | 0% | -1.77% | 減碼 |
| 19 | NEE | Nextera Energy Inc | — | -2.21% | 減碼 |
| 20 | MSI | Motorola Solutions Inc | -0.1% | -5.64% | 減碼 |
| 21 | IBM | Intl Business Machines CORP | -0.1% | +0.70% | 減碼 |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | -26.05% | 減碼 |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -29.97% | 減碼 |
| 24 | ADP | Automatic Data Processing | -0.2% | -1.68% | 減碼 |
| 25 | LLY | Eli Lilly & Co | -0.2% | -1.72% | 減碼 |
| 26 | CB | Chubb Limited | -0.2% | -0.66% | 加碼 |
| 27 | CVX | Chevron CORP | -0.3% | -2.11% | 減碼 |
| 28 | DOV | Dover CORP | -0.3% | -1.63% | 加碼 |
| 29 | EOG | Eog Resources Inc | -0.4% | -0.96% | 減碼 |
| 30 | ICE | Intercontinental Exchange In | -0.4% | -3.57% | 減碼 |
| 31 | DRI | Darden Restaurants Inc | -0.6% | -3.33% | 減碼 |
| 32 | ACN | Accenture plc | -0.8% | -0.42% | 加碼 |
| 33 | BJ | Bj's Wholesale Club Holdings | -0.9% | -2.67% | 減碼 |
| 34 | PGR | Progressive CORP | -1.5% | -1.22% | 減碼 |
| 35 | JNJ | Johnson & Johnson | -1.8% | -7.00% | 減碼 |
| 36 | FISV | Fiserv Inc | -2.1% | -0.32% | 加碼 |
| 37 | AJG | Arthur J Gallagher & Co | -2.5% | -44.53% | 減碼 |
| 38 | SGOV | Ishares 0-3 Month Treasury B | -2.7% | -15.17% | 減碼 |
| 39 | ASML | ASML Holding N.V. | — | NEW | 新建倉 |
| 40 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | 新建倉 |
| 41 | ELV | Elevance Health Inc | — | EXIT | 清倉 |
| 42 | RKLB | Rocket Lab CORP | — | NEW | 新建倉 |
| 43 | LOW | Lowe's Cos Inc | — | NEW | 新建倉 |
| 44 | SYY | Sysco CORP | — | NEW | 新建倉 |
| 45 | KNTK | Kinetik Holdings Inc | — | NEW | 新建倉 |
| 46 | WSO | Watsco Inc | — | EXIT | 清倉 |
| 47 | GPC | Genuine Parts Co | — | EXIT | 清倉 |
| 48 | PFE | Pfizer Inc | — | EXIT | 清倉 |
| 49 | RKLB | Rocket Lab Corporation | — | EXIT | 清倉 |
| 50 | CLIP | Global X 1-3 Month T-bill | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Woodley Farra Manion Portfolio Management Inc 在 Q3 2025 季度的美股持倉總市值約為 US$20.8億，共申報了 117 個公開持股部位。
在 Q3 2025 季度，Woodley Farra Manion Portfolio Management Inc 按市值排列的前三大核心持股分別為：AVGO (5.1%)、GOOGL (4.8%)、SGOV (4.5%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.1% 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
ASML
市值: US$9342.7萬
本季最大獲利了結 / 清倉標的
ELV
前期市值: US$5527.0萬
在 Q3 2025 季度中，Woodley Farra Manion Portfolio Management Inc 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 12 個部位、減碼 26 個部位以及清倉 5 個部位。 其中最大新建倉標的為 ASML。 本季清倉部位包含 ELV。
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。