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: 0001897835
申報總市值
US$1.1億
US$1.1億
127 檔
24.5%
在 Q4 2024 的 13F 官方備案中，Alan B Lancz & Associates, Inc. 管理的美股投資組合規模來到 US$1.1億，整體持股檔數為 127 檔。
從 Q4 2024 申報觀察，Alan B Lancz & Associates, Inc. 採取防禦導向的調倉策略，本季減碼 27 檔個股並出清 14 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 AAPL, GOOGL, COST）累計市值佔比達 24.5%，是驅動 Alan B Lancz & Associates, Inc. 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
TSLA
市值: US$30.2萬
本季最大獲利了結 / 清倉標的
BALL
前期市值: US$31.2萬
| # | 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 | AAPL | Apple Inc | 股票-科技 | 10.56% | +0.13% | -7.18% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.88% | +0.61% | -8.64% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 4.61% | -0.71% | -15.53% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.58% | -0.36% | -14.24% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.97% | +0.46% | -9.69% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.82% | — | +27.08% | |
| 7 | AMGN | Amgen Inc | 股票-醫療保健 | 2.81% | -0.26% | -11.27% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.60% | -0.09% | -0.44% | |
| 9 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 2.56% | -0.33% | -4.89% | |
| 10 | QCOM | Qualcomm Inc | 股票-科技 | 2.37% | +0.39% | -3.19% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.36% | +0.05% | — | |
| 12 | HON | Honeywell International Inc | 股票-工業 | 1.69% | -1.68% | EXIT | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.43% | +0.11% | -5.77% | |
| 14 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.34% | -0.06% | -3.83% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.28% | +0.46% | -8.56% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | -0.01% | -5.45% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.25% | -0.08% | -20.17% | |
| 18 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.24% | -0.24% | -3.56% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.22% | +0.22% | -10.12% | |
| 20 | GEN | Gen Digital Inc | 股票-科技 | 1.03% | +0.11% | -1.85% | |
| 21 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.95% | -0.17% | -7.75% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.94% | +0.03% | -7.11% | |
| 23 | PSMT | Pricesmart Inc | 股票-非循環性消費 | 0.94% | +0.18% | -14.46% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | -0.09% | -1.55% | |
| 25 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.87% | -0.20% | -16.23% | |
| 26 | BX | Blackstone Inc | 股票-金融 | 0.82% | -0.04% | — | |
| 27 | UPS | United Parcel Service-cl B | 股票-工業 | 0.82% | -0.01% | -5.91% | |
| 28 | MDT | Medtronic plc | 股票-醫療保健 | 0.81% | -0.14% | -6.57% | |
| 29 | ALL | Allstate CORP | 股票-金融 | 0.78% | +0.03% | -6.98% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | -0.09% | -36.36% | |
| 31 | NSC | Norfolk Southern CORP | 股票-工業 | 0.73% | -0.02% | -11.62% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.71% | +0.04% | -3.63% | |
| 33 | CE | Celanese CORP | 股票-原物料 | 0.71% | -0.17% | -10.24% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.68% | -0.06% | -13.06% | |
| 35 | OKE | Oneok Inc | 股票-能源 | 0.67% | -0.10% | -15.46% | |
| 36 | VST | Vistra CORP | 股票-公用事業 | 0.62% | -0.04% | — | |
| 37 | SRE | Sempra | 股票-公用事業 | 0.61% | — | -11.54% | |
| 38 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.61% | -0.07% | -17.80% | |
| 39 | DFSEUR | Discover Financial Services | 股票-其他 | 0.59% | — | -2.90% | |
| 40 | FDX | Fedex CORP | 股票-工業 | 0.59% | -0.12% | -6.82% | |
| 41 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.58% | -0.06% | -11.26% | |
| 42 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.58% | -0.09% | -15.75% | |
| 43 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.57% | -0.08% | -19.80% | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.57% | -0.02% | -3.33% | |
| 45 | NI | Nisource Inc | 股票-公用事業 | 0.55% | -0.06% | -8.38% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | -0.39% | EXIT | |
| 47 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.54% | — | — | |
| 48 | UBER | Uber Technologies Inc | 股票-工業 | 0.52% | +0.05% | -6.59% | |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.50% | +0.02% | -11.03% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.49% | -0.01% | +0.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +27.08% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -8.64% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.6% | — | 不變 |
| 4 | ALSN | Allison Transmission Holding | +0.4% | -4.89% | 減碼 |
| 5 | TSLA | Tesla Inc | +0.3% | NEW | 新建倉 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | 新建倉 |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | NEW | 新建倉 |
| 8 | FBTC | Fidelity Wise Origin Bitcoin | +0.2% | NEW | 新建倉 |
| 9 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +41.67% | 加碼 |
| 10 | RIVN | Rivian Automotive Inc-a | +0.1% | NEW | 新建倉 |
| 11 | JNJ | Johnson & Johnson | 0% | -1.55% | 減碼 |
| 12 | UPS | United Parcel Service-cl B | 0% | -5.91% | 減碼 |
| 13 | CMCSA | Comcast Corp-class A | -0.1% | -3.56% | 減碼 |
| 14 | PSMT | Pricesmart Inc | -0.1% | -14.46% | 減碼 |
| 15 | NSC | Norfolk Southern CORP | -0.1% | -11.62% | 減碼 |
| 16 | QCOM | Qualcomm Inc | -0.1% | -3.19% | 減碼 |
| 17 | MDT | Medtronic plc | -0.1% | -6.57% | 減碼 |
| 18 | ABBV | Abbvie Inc | -0.1% | -7.11% | 減碼 |
| 19 | AOS | Smith (a.o.) CORP | -0.1% | — | 不變 |
| 20 | VZ | Verizon Communications Inc | -0.1% | -16.04% | 減碼 |
| 21 | MRK | Merck & Co. Inc. | -0.1% | -3.83% | 減碼 |
| 22 | KMB | Kimberly-clark CORP | -0.1% | -21.09% | 減碼 |
| 23 | UBER | Uber Technologies Inc | -0.1% | -6.59% | 減碼 |
| 24 | AMT | American Tower CORP | -0.1% | -7.82% | 減碼 |
| 25 | MSI | Motorola Solutions Inc | -0.1% | -36.47% | 減碼 |
| 26 | TECK | Teck Resources Ltd-cls B | -0.1% | -12.44% | 減碼 |
| 27 | OI | O-i Glass Inc | -0.1% | EXIT | 清倉 |
| 28 | NEM | Newmont CORP | -0.1% | -10.91% | 減碼 |
| 29 | COST | Costco Wholesale CORP | -0.2% | -15.53% | 減碼 |
| 30 | NEE | Nextera Energy Inc | -0.2% | -7.75% | 減碼 |
| 31 | AWK | American Water Works Co Inc | -0.2% | -17.80% | 減碼 |
| 32 | MPC | Marathon Petroleum CORP | -0.2% | -19.80% | 減碼 |
| 33 | LLY | Eli Lilly & Co | -0.2% | -10.12% | 減碼 |
| 34 | KDP | Keurig Dr Pepper Inc | -0.2% | EXIT | 清倉 |
| 35 | IBM | Intl Business Machines CORP | -0.2% | EXIT | 清倉 |
| 36 | ACN | Accenture plc | -0.2% | EXIT | 清倉 |
| 37 | NVS | Novartis Ag-sponsored Adr | -0.2% | EXIT | 清倉 |
| 38 | ENPH | Enphase Energy Inc | -0.2% | EXIT | 清倉 |
| 39 | CVS | Cvs Health CORP | -0.2% | EXIT | 清倉 |
| 40 | OXY | Occidental Petroleum CORP | -0.2% | EXIT | 清倉 |
| 41 | UL | Unilever PLC | -0.2% | EXIT | 清倉 |
| 42 | TRP | Tc Energy CORP | -0.2% | EXIT | 清倉 |
| 43 | FCX | Freeport-mcmoran Inc | -0.2% | EXIT | 清倉 |
| 44 | INTC | Intel CORP | -0.2% | EXIT | 清倉 |
| 45 | PYPL | Paypal Holdings Inc | -0.3% | EXIT | 清倉 |
| 46 | META | Meta Platforms Inc-class A | -0.3% | -36.36% | 減碼 |
| 47 | BALL | Ball CORP | -0.3% | EXIT | 清倉 |
| 48 | MSFT | Microsoft CORP | -0.3% | -14.24% | 減碼 |
| 49 | CE | Celanese CORP | -0.7% | -10.24% | 減碼 |
| 50 | AMGN | Amgen Inc | -0.7% | -11.27% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Alan B Lancz & Associates, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$1.1億，共申報了 127 個公開持股部位。
在 Q4 2024 季度，Alan B Lancz & Associates, Inc. 按市值排列的前三大核心持股分別為：AAPL (10.6%)、GOOGL (4.9%)、COST (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.6% 的權重。
在 Q4 2024 季度中，Alan B Lancz & Associates, Inc. 共進行了 48 項持倉異動，包含新建倉 5 個部位、加碼 2 個部位、減碼 27 個部位以及清倉 14 個部位。 其中最大新建倉標的為 TSLA。 本季清倉部位包含 BALL。
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。