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
115 檔
14.1%
在 Q4 2024 申報期間，Advocate Group LLC（CIK: 0001853401）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$6.7億，共持有 115 個公開申報部位。
觀察 Q4 2024 的資金脈絡，Advocate Group LLC 在獲利結算 1 檔個股的同時，將資本重新部署至 2 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 GIS, VEA, VV）累計市值佔比達 14.1%，是驅動 Advocate Group LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
KR
市值: US$400.4萬
本季最大獲利了結 / 清倉標的
TD
前期市值: US$59.9萬
| # | 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 | 6.28% | -0.39% | -2.33% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.40% | +0.26% | +8.17% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.95% | +0.01% | +5.72% | |
| 4 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.61% | +0.27% | +0.84% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 2.37% | +0.10% | -12.90% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.29% | +0.09% | +1.72% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 2.26% | +0.41% | +1.61% | |
| 8 | ENB | Enbridge Inc | 股票-能源 | 2.01% | -0.16% | +3.58% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.01% | +0.08% | -4.17% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.99% | +0.01% | -1.64% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 1.91% | +0.14% | -4.21% | |
| 12 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.90% | -0.41% | +3.94% | |
| 13 | UPS | United Parcel Service-cl B | 股票-工業 | 1.77% | +0.04% | +9.09% | |
| 14 | EMR | Emerson Electric Co | 股票-工業 | 1.72% | +0.05% | +8.25% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.71% | -0.58% | +3.64% | |
| 16 | PFE | Pfizer Inc | 股票-醫療保健 | 1.71% | -0.13% | +3.82% | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.69% | -0.11% | -0.18% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.67% | -0.25% | +4.07% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.66% | -0.14% | +5.49% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.65% | -0.03% | -1.31% | |
| 21 | MDT | Medtronic plc | 股票-醫療保健 | 1.61% | -0.02% | +4.81% | |
| 22 | TGT | Target CORP | 股票-循環性消費 | 1.56% | -0.25% | +6.50% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.55% | -0.19% | +5.78% | |
| 24 | DUK | Duke Energy CORP | 股票-公用事業 | 1.54% | -0.08% | -10.71% | |
| 25 | EVRG | Evergy Inc | 股票-公用事業 | 1.54% | -0.15% | +10.80% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.52% | -0.08% | +6.44% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 1.51% | +0.26% | +0.18% | |
| 28 | CMI | Cummins Inc | 股票-工業 | 1.48% | -0.01% | -2.36% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 1.48% | +0.08% | -0.72% | |
| 30 | SO | Southern Co/the | 股票-公用事業 | 1.44% | +0.16% | -1.47% | |
| 31 | D | Dominion Energy Inc | 股票-公用事業 | 1.40% | +0.07% | +0.66% | |
| 32 | UL | Unilever PLC | 股票-非循環性消費 | 1.40% | — | -7.82% | |
| 33 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.38% | — | +0.95% | |
| 34 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.37% | -0.12% | -4.64% | |
| 35 | TXN | Texas Instruments Inc | 股票-科技 | 1.29% | +0.13% | -3.48% | |
| 36 | CB | Chubb Limited | 股票-金融 | 1.24% | — | +0.36% | |
| 37 | CAT | Caterpillar Inc | 股票-工業 | 1.19% | +0.27% | -2.67% | |
| 38 | GPK | Graphic Packaging Holding Co | 股票-循環性消費 | 1.16% | — | +14.52% | |
| 39 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.14% | +0.08% | +117.70% | |
| 40 | NTR | Nutrien LTD | 股票-原物料 | 1.12% | -0.33% | -1.18% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | +0.06% | -5.84% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | -0.07% | -4.02% | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 1.04% | -0.18% | +11.28% | |
| 44 | PSA | Public Storage | 股票-房地產 | 1.03% | +0.20% | -3.03% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.95% | +0.09% | +4.95% | |
| 46 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.93% | -0.32% | +6.84% | |
| 47 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.91% | +0.40% | -2.06% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.87% | +0.03% | +6.37% | |
| 49 | BP | Bp Plc-spons Adr | 股票-能源 | 0.85% | -0.28% | -2.15% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.83% | +0.13% | +12.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KR | Kroger Co | +0.8% | NEW | 新建倉 |
| 2 | EMR | Emerson Electric Co | +0.4% | +8.25% | 加碼 |
| 3 | CSCO | Cisco Systems Inc | +0.3% | +1.61% | 加碼 |
| 4 | VV | Vanguard Large-cap ETF | +0.3% | +5.72% | 加碼 |
| 5 | MS | Morgan Stanley | +0.3% | -4.21% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -1.64% | 減碼 |
| 7 | AAPL | Apple Inc | +0.3% | +1.72% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.3% | -5.84% | 減碼 |
| 9 | BMY | Bristol-myers Squibb Co | +0.3% | +5.78% | 加碼 |
| 10 | SCHW | Schwab (charles) CORP | +0.3% | -0.18% | 減碼 |
| 11 | ENB | Enbridge Inc | +0.2% | +3.58% | 加碼 |
| 12 | EVRG | Evergy Inc | +0.2% | +10.80% | 加碼 |
| 13 | GILD | Gilead Sciences Inc | +0.2% | +0.95% | 加碼 |
| 14 | MA | Mastercard Inc - A | +0.1% | +6.37% | 加碼 |
| 15 | TSLA | Tesla Inc | +0.1% | — | 不變 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | 新建倉 |
| 17 | PG | Procter & Gamble Co/the | 0% | -1.31% | 減碼 |
| 18 | PFE | Pfizer Inc | 0% | +3.82% | 加碼 |
| 19 | JNJ | Johnson & Johnson | 0% | +5.49% | 加碼 |
| 20 | D | Dominion Energy Inc | 0% | +0.66% | 加碼 |
| 21 | MSFT | Microsoft CORP | -0.1% | -4.17% | 減碼 |
| 22 | MDT | Medtronic plc | -0.1% | +4.81% | 加碼 |
| 23 | MRK | Merck & Co. Inc. | -0.1% | +6.44% | 加碼 |
| 24 | NTR | Nutrien LTD | -0.1% | -1.18% | 減碼 |
| 25 | ARE | Alexandria Real Estate Equit | -0.1% | +6.65% | 加碼 |
| 26 | TGT | Target CORP | -0.1% | +6.50% | 加碼 |
| 27 | NKE | Nike Inc -cl B | -0.1% | +1.80% | 加碼 |
| 28 | UNP | Union Pacific CORP | -0.1% | -0.72% | 減碼 |
| 29 | VZ | Verizon Communications Inc | -0.1% | +3.94% | 加碼 |
| 30 | CAT | Caterpillar Inc | -0.1% | -2.67% | 減碼 |
| 31 | WPC | Wp Carey Inc | -0.1% | -0.21% | 減碼 |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -0.44% | 減碼 |
| 33 | AMAT | Applied Materials Inc | -0.1% | -5.56% | 減碼 |
| 34 | SO | Southern Co/the | -0.1% | -1.47% | 減碼 |
| 35 | PLD | Prologis Inc | -0.1% | +1.11% | 加碼 |
| 36 | NEE | Nextera Energy Inc | -0.1% | -1.85% | 減碼 |
| 37 | LYB | LyondellBasell Industries N.V. | -0.1% | +9.04% | 加碼 |
| 38 | TD | Toronto-dominion Bank | -0.1% | EXIT | 清倉 |
| 39 | TXN | Texas Instruments Inc | -0.1% | -3.48% | 減碼 |
| 40 | CCI | Crown Castle Inc | -0.1% | -2.20% | 減碼 |
| 41 | KMB | Kimberly-clark CORP | -0.1% | -4.64% | 減碼 |
| 42 | ABBV | Abbvie Inc | -0.2% | +0.84% | 加碼 |
| 43 | SCCO | Southern Copper CORP | -0.2% | -4.21% | 減碼 |
| 44 | PSA | Public Storage | -0.2% | -3.03% | 減碼 |
| 45 | XOM | Exxon Mobil CORP | -0.2% | -29.49% | 減碼 |
| 46 | DUK | Duke Energy CORP | -0.2% | -10.71% | 減碼 |
| 47 | IBM | Intl Business Machines CORP | -0.3% | -12.90% | 減碼 |
| 48 | UL | Unilever PLC | -0.3% | -7.82% | 減碼 |
| 49 | BCE | Bce Inc | -0.3% | -2.67% | 減碼 |
| 50 | GIS | General Mills Inc | -0.9% | -2.33% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Advocate Group LLC 在 Q4 2024 季度的美股持倉總市值約為 US$6.7億，共申報了 115 個公開持股部位。
在 Q4 2024 季度，Advocate Group LLC 按市值排列的前三大核心持股分別為：GIS (6.3%)、VEA (3.4%)、VV (3.0%)。其中最大持股部位 GIS 佔據整體投資組合約 6.3% 的權重。
在 Q4 2024 季度中，Advocate Group LLC 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 21 個部位、減碼 25 個部位以及清倉 1 個部位。 其中最大新建倉標的為 KR。 本季清倉部位包含 TD。
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。
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。
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。