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
114 檔
26.4%
根據最新整理的 13F 季度數據集，Woodley Farra Manion Portfolio Management Inc 於 Q4 2025 結束時的管理資產規模為 US$20.8億。該機構在本季度申報了 114 檔美股持倉，呈現出該時期的主要投資地圖。
Woodley Farra Manion Portfolio Management 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 29 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，Woodley Farra Manion Portfolio Management Inc 的前 5 大持股（包含 SGOV, GOOGL, ASML）貢獻了組合市值的 26.4%，形成該機構在 Q4 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 6.21% | -6.82% | +35.53% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.98% | -0.34% | -3.72% | |
| 3 | ASML | ASML Holding N.V. | 股票-科技 | 4.77% | +1.26% | -2.96% | |
| 4 | MS | Morgan Stanley | 股票-金融 | 4.71% | +0.04% | -2.67% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.40% | +0.65% | -18.79% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | +0.03% | -0.97% | |
| 7 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 3.95% | -1.78% | -0.80% | |
| 8 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.87% | -0.06% | -2.25% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 3.31% | +0.24% | -2.76% | |
| 10 | ICE | Intercontinental Exchange In | 股票-金融 | 3.30% | -0.72% | -0.01% | |
| 11 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 3.27% | — | -0.70% | |
| 12 | DOV | Dover CORP | 股票-工業 | 3.24% | +0.20% | -0.15% | |
| 13 | HON | Honeywell International Inc | 股票-工業 | 3.12% | -4.12% | EXIT | |
| 14 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 3.03% | +0.04% | -5.44% | |
| 15 | ACN | Accenture plc | 股票-科技 | 2.88% | -1.20% | +1.06% | |
| 16 | DHR | Danaher CORP | 股票-醫療保健 | 2.80% | -0.03% | +1.25% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 2.78% | +0.16% | -0.76% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.70% | -1.23% | -0.84% | |
| 19 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 2.52% | -2.90% | -14.04% | |
| 20 | SYK | Stryker CORP | 股票-醫療保健 | 2.44% | -0.16% | +0.04% | |
| 21 | HLI | Houlihan Lokey Inc | 股票-金融 | 2.14% | -0.11% | -1.05% | |
| 22 | CB | Chubb Limited | 股票-金融 | 2.12% | +0.13% | -0.50% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.92% | +0.50% | +0.20% | |
| 24 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.88% | +0.10% | +1.54% | |
| 25 | SRE | Sempra | 股票-公用事業 | 1.72% | -0.10% | -0.28% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.64% | +0.36% | +1.06% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.63% | -0.30% | +0.21% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 1.61% | +0.33% | +0.13% | |
| 29 | EOG | Eog Resources Inc | 股票-能源 | 1.60% | -0.17% | +0.02% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | +0.10% | -0.09% | |
| 31 | AAPL | Apple Inc | 股票-科技 | 0.70% | +0.08% | -4.05% | |
| 32 | RTX | Rtx CORP | 股票-工業 | 0.53% | -0.01% | -2.38% | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.41% | -0.13% | +70.62% | |
| 34 | RKLB | Rocket Lab CORP | 股票-工業 | 0.39% | -0.02% | +0.04% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.37% | -0.04% | -0.54% | |
| 36 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.34% | -0.01% | -1.14% | |
| 37 | GD | General Dynamics CORP | 股票-工業 | 0.29% | +0.01% | -0.77% | |
| 38 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.28% | -0.01% | +0.83% | |
| 39 | BLK | Blackrock Inc | 股票-金融 | 0.28% | — | +0.17% | |
| 40 | CME | Cme Group Inc | 股票-金融 | 0.27% | -0.07% | -0.29% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.26% | +0.02% | +2.12% | |
| 42 | ITW | Illinois Tool Works | 股票-工業 | 0.26% | +0.01% | +0.95% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.25% | +0.04% | +57.32% | |
| 44 | TXN | Texas Instruments Inc | 股票-科技 | 0.25% | -0.05% | -1.41% | |
| 45 | ETN | Eaton Corporation plc | 股票-工業 | 0.24% | +0.06% | -0.46% | |
| 46 | ORI | Old Republic Intl CORP | 股票-金融 | 0.23% | +0.01% | -0.40% | |
| 47 | AMGN | Amgen Inc | 股票-醫療保健 | 0.23% | +0.01% | +0.21% | |
| 48 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.22% | +0.01% | -0.27% | |
| 49 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.22% | -0.01% | -0.01% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.21% | +0.04% | +0.83% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +1.7% | +35.53% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | -3.72% | 減碼 |
| 3 | AZNN | Astrazeneca Plc-spons Adr | +0.6% | -0.70% | 減碼 |
| 4 | LLY | Eli Lilly & Co | +0.5% | +1.06% | 加碼 |
| 5 | DOV | Dover CORP | +0.5% | -0.15% | 減碼 |
| 6 | DHR | Danaher CORP | +0.4% | +1.25% | 加碼 |
| 7 | MS | Morgan Stanley | +0.4% | -2.67% | 減碼 |
| 8 | ASML | ASML Holding N.V. | +0.4% | -2.96% | 減碼 |
| 9 | ACN | Accenture plc | +0.3% | +1.06% | 加碼 |
| 10 | NVS | Novartis Ag-sponsored Adr | +0.3% | -0.80% | 減碼 |
| 11 | CB | Chubb Limited | +0.2% | -0.50% | 減碼 |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +70.62% | 加碼 |
| 13 | NEE | Nextera Energy Inc | +0.1% | +0.20% | 加碼 |
| 14 | RKLB | Rocket Lab CORP | +0.1% | +0.04% | 加碼 |
| 15 | ABBV | Abbvie Inc | +0.1% | +57.32% | 加碼 |
| 16 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +412.35% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | 0% | -0.54% | 減碼 |
| 18 | RTX | Rtx CORP | 0% | -2.38% | 減碼 |
| 19 | AMGN | Amgen Inc | 0% | +0.21% | 加碼 |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +41.06% | 加碼 |
| 21 | UPS | United Parcel Service-cl B | 0% | +3.86% | 加碼 |
| 22 | SRE | Sempra | — | -0.28% | 減碼 |
| 23 | CVX | Chevron CORP | 0% | +0.21% | 加碼 |
| 24 | TXN | Texas Instruments Inc | 0% | -1.41% | 減碼 |
| 25 | MSI | Motorola Solutions Inc | 0% | -12.29% | 減碼 |
| 26 | BLK | Blackrock Inc | 0% | +0.17% | 加碼 |
| 27 | SYY | Sysco CORP | 0% | +0.34% | 加碼 |
| 28 | WEC | Wec Energy Group Inc | 0% | -0.27% | 減碼 |
| 29 | KNTK | Kinetik Holdings Inc | 0% | -5.22% | 減碼 |
| 30 | DIS | Walt Disney Co/the | 0% | -2.25% | 減碼 |
| 31 | ETN | Eaton Corporation plc | 0% | -0.46% | 減碼 |
| 32 | EOG | Eog Resources Inc | -0.1% | +0.02% | 加碼 |
| 33 | ICE | Intercontinental Exchange In | -0.1% | -0.01% | 減碼 |
| 34 | SYK | Stryker CORP | -0.1% | +0.04% | 加碼 |
| 35 | HON | Honeywell International Inc | -0.2% | +1.35% | 加碼 |
| 36 | ABT | Abbott Laboratories | -0.2% | -0.84% | 減碼 |
| 37 | ADP | Automatic Data Processing | -0.2% | +0.13% | 加碼 |
| 38 | DRI | Darden Restaurants Inc | -0.2% | -5.44% | 減碼 |
| 39 | MSFT | Microsoft CORP | -0.3% | -0.97% | 減碼 |
| 40 | AJG | Arthur J Gallagher & Co | -0.3% | +1.54% | 加碼 |
| 41 | PGR | Progressive CORP | -0.3% | -2.76% | 減碼 |
| 42 | HLI | Houlihan Lokey Inc | -0.4% | -1.05% | 減碼 |
| 43 | BJ | Bj's Wholesale Club Holdings | -0.5% | -14.04% | 減碼 |
| 44 | HD | Home Depot Inc | -0.5% | -0.76% | 減碼 |
| 45 | AVGO | Broadcom Inc | -0.7% | -18.79% | 減碼 |
| 46 | FISV | Fiserv Inc | -2.7% | -93.21% | 減碼 |
| 47 | GRMN | Garmin Ltd. | — | EXIT | 清倉 |
| 48 | IBTJ | Ishares Ibonds Dec 2029 Term | — | NEW | 新建倉 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 清倉 |
| 50 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Woodley Farra Manion Portfolio Management Inc 在 Q4 2025 季度的美股持倉總市值約為 US$20.8億，共申報了 114 個公開持股部位。
在 Q4 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：SGOV (6.2%)、GOOGL (6.0%)、ASML (4.8%)。其中最大持股部位 SGOV 佔據整體投資組合約 6.2% 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
IBTJ
市值: US$53.0萬
本季最大獲利了結 / 清倉標的
GRMN
前期市值: US$589.3萬
在 Q4 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 1 個部位、加碼 20 個部位、減碼 26 個部位以及清倉 3 個部位。 其中最大新建倉標的為 IBTJ。 本季清倉部位包含 GRMN。
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。