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: 0001853401
申報總市值
US$6.7億
US$6.7億
118 檔
15.4%
根據最新整理的 13F 季度數據集，Advocate Group LLC 於 Q3 2024 結束時的管理資產規模為 US$6.7億。該機構在本季度申報了 118 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Advocate Group LLC 操作展現出積極擴展與加碼意向。本季共新建倉 0 個新部位，並對 43 個既有持股進行加碼（合計增持 43 檔），相較減碼與清倉部位顯著佔優。
整體而言，Advocate Group LLC 的前 5 大持股（包含 GIS, VEA, ABBV）貢獻了組合市值的 15.4%，形成該機構在 Q3 2024 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 | GIS | General Mills Inc | 股票-非循環性消費 | 7.17% | -0.39% | +15.06% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.34% | +0.26% | +5.67% | |
| 3 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.77% | +0.27% | +0.38% | |
| 4 | IBM | Intl Business Machines CORP | 股票-科技 | 2.63% | +0.10% | +0.81% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.62% | +0.01% | +2.87% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | +0.08% | -7.38% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.02% | +0.09% | -6.01% | |
| 8 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.98% | -0.41% | +5.13% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.93% | +0.41% | +3.06% | |
| 10 | ENB | Enbridge Inc | 股票-能源 | 1.79% | -0.16% | +4.27% | |
| 11 | DUK | Duke Energy CORP | 股票-公用事業 | 1.78% | -0.08% | +1.14% | |
| 12 | PFE | Pfizer Inc | 股票-醫療保健 | 1.73% | -0.13% | +3.78% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | +0.01% | +0.94% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.70% | -0.14% | +1.78% | |
| 15 | UPS | United Parcel Service-cl B | 股票-工業 | 1.69% | +0.04% | +3.96% | |
| 16 | UL | Unilever PLC | 股票-非循環性消費 | 1.67% | — | +0.38% | |
| 17 | MDT | Medtronic plc | 股票-醫療保健 | 1.66% | -0.02% | +4.70% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.66% | -0.03% | +2.99% | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.62% | -0.25% | +4.32% | |
| 20 | TGT | Target CORP | 股票-循環性消費 | 1.62% | -0.25% | +1.82% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.62% | -0.58% | +1.97% | |
| 22 | MS | Morgan Stanley | 股票-金融 | 1.59% | +0.14% | +1.88% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.57% | -0.08% | +2.35% | |
| 24 | UNP | Union Pacific CORP | 股票-工業 | 1.55% | +0.08% | +2.89% | |
| 25 | SO | Southern Co/the | 股票-公用事業 | 1.54% | +0.16% | +0.28% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 1.51% | +0.26% | +4.48% | |
| 27 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.51% | -0.12% | +2.05% | |
| 28 | D | Dominion Energy Inc | 股票-公用事業 | 1.44% | +0.07% | +2.10% | |
| 29 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.43% | -0.11% | +2.01% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 1.41% | +0.13% | +1.33% | |
| 31 | CMI | Cummins Inc | 股票-工業 | 1.36% | -0.01% | +0.84% | |
| 32 | EMR | Emerson Electric Co | 股票-工業 | 1.35% | +0.05% | +3.24% | |
| 33 | EVRG | Evergy Inc | 股票-公用事業 | 1.35% | -0.15% | +4.34% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.29% | -0.19% | +2.14% | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 1.27% | +0.27% | +1.86% | |
| 36 | PSA | Public Storage | 股票-房地產 | 1.25% | +0.20% | -1.11% | |
| 37 | CB | Chubb Limited | 股票-金融 | 1.24% | — | +4.25% | |
| 38 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.20% | — | +1.34% | |
| 39 | NTR | Nutrien LTD | 股票-原物料 | 1.17% | -0.33% | +1.72% | |
| 40 | GPK | Graphic Packaging Holding Co | 股票-循環性消費 | 1.06% | — | +3.71% | |
| 41 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.05% | +0.08% | +12.43% | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 1.04% | -0.18% | +3.07% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.02% | -0.07% | -4.96% | |
| 44 | BCE | Bce Inc | 股票-通訊服務 | 0.95% | — | +0.56% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.94% | +0.09% | +6.67% | |
| 46 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.92% | +0.40% | +1.69% | |
| 47 | BP | Bp Plc-spons Adr | 股票-能源 | 0.89% | -0.28% | +2.04% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.87% | -0.07% | +1.21% | |
| 49 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.86% | -0.45% | +2.57% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.86% | — | +2.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GIS | General Mills Inc | +1.2% | +15.06% | 加碼 |
| 2 | IBM | Intl Business Machines CORP | +0.4% | +0.81% | 加碼 |
| 3 | MCD | Mcdonald's CORP | +0.2% | +4.32% | 加碼 |
| 4 | BMY | Bristol-myers Squibb Co | +0.2% | +2.14% | 加碼 |
| 5 | HD | Home Depot Inc | +0.2% | +4.48% | 加碼 |
| 6 | PSA | Public Storage | +0.1% | -1.11% | 減碼 |
| 7 | EVRG | Evergy Inc | +0.1% | +4.34% | 加碼 |
| 8 | GILD | Gilead Sciences Inc | +0.1% | +1.34% | 加碼 |
| 9 | ENB | Enbridge Inc | +0.1% | +4.27% | 加碼 |
| 10 | MDT | Medtronic plc | +0.1% | +4.70% | 加碼 |
| 11 | ABBV | Abbvie Inc | +0.1% | +0.38% | 加碼 |
| 12 | D | Dominion Energy Inc | +0.1% | +2.10% | 加碼 |
| 13 | UL | Unilever PLC | +0.1% | +0.38% | 加碼 |
| 14 | CAT | Caterpillar Inc | +0.1% | +1.86% | 加碼 |
| 15 | CCI | Crown Castle Inc | +0.1% | +7.51% | 加碼 |
| 16 | DUK | Duke Energy CORP | +0.1% | +1.14% | 加碼 |
| 17 | CMI | Cummins Inc | +0.1% | +0.84% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +3.06% | 加碼 |
| 19 | SO | Southern Co/the | +0.1% | +0.28% | 加碼 |
| 20 | CB | Chubb Limited | +0.1% | +4.25% | 加碼 |
| 21 | NEE | Nextera Energy Inc | +0.1% | +1.21% | 加碼 |
| 22 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +17.11% | 加碼 |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.67% | 加碼 |
| 24 | VZ | Verizon Communications Inc | +0.1% | +5.13% | 加碼 |
| 25 | GPK | Graphic Packaging Holding Co | +0.1% | +3.71% | 加碼 |
| 26 | SCHR | Schwab Intermediate-term US | +0.1% | +12.43% | 加碼 |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | +2.46% | 加碼 |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +6.67% | 加碼 |
| 29 | JNJ | Johnson & Johnson | 0% | +1.78% | 加碼 |
| 30 | PLD | Prologis Inc | 0% | +2.22% | 加碼 |
| 31 | MA | Mastercard Inc - A | 0% | +3.47% | 加碼 |
| 32 | WMT | Walmart Inc | 0% | -1.00% | 減碼 |
| 33 | UNP | Union Pacific CORP | 0% | +2.89% | 加碼 |
| 34 | WPC | Wp Carey Inc | 0% | -0.54% | 減碼 |
| 35 | AVB | Avalonbay Communities Inc | — | +1.69% | 加碼 |
| 36 | SCCO | Southern Copper CORP | 0% | +2.97% | 加碼 |
| 37 | MS | Morgan Stanley | 0% | +1.88% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | 0% | +2.99% | 加碼 |
| 39 | TXN | Texas Instruments Inc | -0.1% | +1.33% | 加碼 |
| 40 | VV | Vanguard Large-cap ETF | -0.1% | +2.87% | 加碼 |
| 41 | PFE | Pfizer Inc | -0.1% | +3.78% | 加碼 |
| 42 | TGT | Target CORP | -0.1% | +1.82% | 加碼 |
| 43 | GE | General Electric | -0.1% | EXIT | 清倉 |
| 44 | JPM | Jpmorgan Chase & Co | -0.1% | +0.94% | 加碼 |
| 45 | AMAT | Applied Materials Inc | -0.1% | -2.99% | 減碼 |
| 46 | ENTG | Entegris Inc | -0.2% | -49.50% | 減碼 |
| 47 | BP | Bp Plc-spons Adr | -0.2% | +2.04% | 加碼 |
| 48 | MRK | Merck & Co. Inc. | -0.3% | +2.35% | 加碼 |
| 49 | SCHW | Schwab (charles) CORP | -0.3% | +2.01% | 加碼 |
| 50 | MSFT | Microsoft CORP | -0.5% | -7.38% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Advocate Group LLC 在 Q3 2024 季度的美股持倉總市值約為 US$6.7億，共申報了 118 個公開持股部位。
在 Q3 2024 季度，Advocate Group LLC 按市值排列的前三大核心持股分別為：GIS (7.2%)、VEA (3.3%)、ABBV (2.8%)。其中最大持股部位 GIS 佔據整體投資組合約 7.2% 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。
本季最大獲利了結 / 清倉標的
GE
前期市值: US$48.2萬
在 Q3 2024 季度中，Advocate Group LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 43 個部位、減碼 6 個部位以及清倉 1 個部位。 本季清倉部位包含 GE。
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。