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: 0001054257
申報總市值
US$3.4億
US$3.4億
483 檔
23.9%
截至 Q4 2024 季度末，Adirondack Trust Co 的美股持倉估值約為 US$3.4億，全數申報部位共有 483 檔。
Adirondack Trust Co 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 33 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，Adirondack Trust Co 的前 5 大持股（包含 SPY, AAPL, NVDA）貢獻了組合市值的 23.9%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 483 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 12.50% | +0.17% | +1.63% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.80% | -0.09% | -1.78% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.40% | +0.02% | -4.90% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.92% | -0.27% | -0.56% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.08% | +0.02% | -0.58% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.35% | -0.01% | +0.44% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | -0.05% | -1.39% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.89% | -0.15% | -1.34% | |
| 9 | VTHR | Vanguard Russell 3000 | ETF-其他 | 1.81% | +0.42% | +27.86% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.58% | -0.11% | -0.38% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.58% | +0.06% | -0.67% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.48% | +0.24% | -4.27% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.48% | -0.08% | -0.14% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.36% | +0.14% | -1.24% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.33% | +0.07% | +10.51% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | -0.15% | -3.76% | |
| 17 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.31% | -0.33% | -1.62% | |
| 18 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.20% | -0.23% | -2.81% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.17% | +0.20% | -5.75% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.17% | -0.11% | -0.10% | |
| 21 | CAT | Caterpillar Inc | 股票-工業 | 1.12% | +0.42% | -1.80% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工業 | 1.10% | -0.21% | -0.03% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.10% | +0.01% | -0.39% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.40% | -1.57% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.89% | +0.22% | +0.09% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 0.85% | -0.19% | -0.04% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.85% | -0.30% | -0.36% | |
| 28 | WM | Waste Management Inc | 股票-工業 | 0.83% | -0.11% | -0.51% | |
| 29 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.78% | -0.11% | +80.39% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.78% | +0.16% | -1.07% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | +0.06% | +8.69% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.74% | -0.14% | -1.68% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.74% | -0.06% | -0.23% | |
| 34 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.74% | -0.10% | +98.05% | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 0.73% | +0.02% | +0.45% | |
| 36 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.72% | -0.10% | +121.92% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | +0.02% | -1.48% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | +0.02% | +5.91% | |
| 39 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.64% | -0.08% | +93.70% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | — | — | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.01% | -1.22% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.60% | +0.10% | -0.17% | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.59% | +0.01% | -1.37% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.56% | -0.07% | -2.89% | |
| 45 | SYK | Stryker CORP | 股票-醫療保健 | 0.56% | -0.07% | -0.22% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.05% | +0.30% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | -0.09% | -2.32% | |
| 48 | AMAT | Applied Materials Inc | 股票-科技 | 0.52% | +0.72% | +0.24% | |
| 49 | BLK | Blackrock Inc | 股票-金融 | 0.51% | -0.03% | — | |
| 50 | SO | Southern Co/the | 股票-公用事業 | 0.50% | -0.04% | -0.47% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.5% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +0.4% | -0.58% | 減碼 |
| 3 | VTHR | Vanguard Russell 3000 | +0.4% | +27.86% | 加碼 |
| 4 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.4% | +121.92% | 加碼 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +1.63% | 加碼 |
| 6 | IBDU | Ishares Ibonds Dec 2029 Term | +0.4% | +98.05% | 加碼 |
| 7 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.3% | +80.39% | 加碼 |
| 8 | AAPL | Apple Inc | +0.3% | -1.78% | 減碼 |
| 9 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.3% | +93.70% | 加碼 |
| 10 | TSLA | Tesla Inc | +0.3% | +0.45% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -1.39% | 減碼 |
| 12 | IWF | Ishares Russell 1000 Growth | +0.2% | +10.51% | 加碼 |
| 13 | NVDA | Nvidia CORP | +0.2% | -4.90% | 減碼 |
| 14 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.2% | +190.43% | 加碼 |
| 15 | IBDY | Ishares Ibonds Dec 2033 CORP | +0.1% | +183.69% | 加碼 |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +8.69% | 加碼 |
| 17 | WMT | Walmart Inc | +0.1% | -0.04% | 減碼 |
| 18 | V | Visa Inc-class A Shares | +0.1% | -1.22% | 減碼 |
| 19 | CSCO | Cisco Systems Inc | +0.1% | -1.07% | 減碼 |
| 20 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +29.83% | 加碼 |
| 21 | NFLX | Netflix Inc | +0.1% | +0.22% | 加碼 |
| 22 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | 清倉 |
| 23 | TGT | Target CORP | -0.1% | -11.33% | 減碼 |
| 24 | QCOM | Qualcomm Inc | -0.1% | -0.17% | 減碼 |
| 25 | DHR | Danaher CORP | -0.1% | -0.24% | 減碼 |
| 26 | CL | Colgate-palmolive Co | -0.1% | -1.53% | 減碼 |
| 27 | PSX | Phillips 66 | -0.1% | -1.02% | 減碼 |
| 28 | HD | Home Depot Inc | -0.1% | -0.14% | 減碼 |
| 29 | UNH | Unitedhealth Group Inc | -0.1% | — | 不變 |
| 30 | CVS | Cvs Health CORP | -0.1% | -13.25% | 減碼 |
| 31 | AMD | Advanced Micro Devices | -0.1% | +1.28% | 加碼 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -1.34% | 減碼 |
| 33 | MCD | Mcdonald's CORP | -0.1% | -1.62% | 減碼 |
| 34 | KO | Coca-cola Co/the | -0.1% | -0.23% | 減碼 |
| 35 | VZ | Verizon Communications Inc | -0.1% | -13.99% | 減碼 |
| 36 | CAT | Caterpillar Inc | -0.1% | -1.80% | 減碼 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -1.57% | 減碼 |
| 38 | AMAT | Applied Materials Inc | -0.1% | +0.24% | 加碼 |
| 39 | AGG | Ishares Core U.s. Aggregate | -0.1% | -5.75% | 減碼 |
| 40 | ABBV | Abbvie Inc | -0.1% | -0.39% | 減碼 |
| 41 | TIP | Ishares Tips Bond ETF | -0.1% | -4.27% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.1% | -0.56% | 減碼 |
| 43 | NEE | Nextera Energy Inc | -0.2% | -1.68% | 減碼 |
| 44 | INTC | Intel CORP | -0.2% | -31.13% | 減碼 |
| 45 | PFE | Pfizer Inc | -0.2% | -22.57% | 減碼 |
| 46 | PEP | Pepsico Inc | -0.2% | -2.81% | 減碼 |
| 47 | JNJ | Johnson & Johnson | -0.2% | -3.76% | 減碼 |
| 48 | LMT | Lockheed Martin CORP | -0.2% | -0.03% | 減碼 |
| 49 | LLY | Eli Lilly & Co | -0.2% | -1.24% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Adirondack Trust Co 在 Q4 2024 季度的美股持倉總市值約為 US$3.4億，共申報了 483 個公開持股部位。
在 Q4 2024 季度，Adirondack Trust Co 按市值排列的前三大核心持股分別為：SPY (12.5%)、AAPL (6.8%)、NVDA (4.4%)。其中最大持股部位 SPY 佔據整體投資組合約 12.5% 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
BLK
市值: US$134.5萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$125.1萬
在 Q4 2024 季度中，Adirondack Trust Co 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 15 個部位、減碼 31 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。