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: 0001169318
申報總市值
US$1.8億
US$1.8億
146 檔
9.4%
截至 Q3 2024 季度末，Albert D Mason Inc 的美股持倉估值約為 US$1.8億，全數申報部位共有 146 檔。
Albert D Mason Inc 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 30 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，Albert D Mason Inc 的前 5 大持股（包含 GOOG, FISV, ADP）貢獻了組合市值的 9.4%，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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.47% | +0.32% | -0.18% | |
| 2 | FISV | Fiserv Inc | 股票-其他 | 2.21% | -0.25% | -5.30% | |
| 3 | ADP | Automatic Data Processing | 股票-科技 | 2.02% | -0.03% | +6.96% | |
| 4 | ITT | Itt Inc | 股票-工業 | 2.00% | -0.16% | -0.82% | |
| 5 | LIN | Linde plc | 股票-原物料 | 1.94% | -0.11% | -0.09% | |
| 6 | CMI | Cummins Inc | 股票-工業 | 1.88% | +0.17% | -2.05% | |
| 7 | HUBB | Hubbell Inc | 股票-工業 | 1.82% | +0.10% | +0.03% | |
| 8 | ✓ | Schneider Electric SA | 股票-其他 | 1.73% | +0.14% | -1.20% | |
| 9 | SKT | Tanger Inc | 股票-房地產 | 1.72% | +0.04% | +0.21% | |
| 10 | SNA | Snap-on Inc | 股票-工業 | 1.72% | -0.05% | -1.21% | |
| 11 | GWW | Ww Grainger Inc | 股票-工業 | 1.71% | +0.22% | -0.23% | |
| 12 | PH | Parker Hannifin CORP | 股票-工業 | 1.68% | -0.88% | — | |
| 13 | GGG | Graco Inc | 股票-工業 | 1.56% | -0.08% | +9.58% | |
| 14 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.54% | -0.07% | -1.45% | |
| 15 | PAYX | Paychex Inc | 股票-科技 | 1.47% | +0.06% | -1.09% | |
| 16 | PAC | Grupo Aeroportuario Pac-adr | 股票-其他 | 1.41% | -0.18% | +0.50% | |
| 17 | ✓ | Straumann Holdings AG | 股票-其他 | 1.32% | +0.11% | -1.03% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.26% | -0.07% | +1.59% | |
| 19 | WES | Western Midstream Partners L | 股票-能源 | 1.21% | -0.05% | +1.03% | |
| 20 | ✓ | Dollarama Inc. | 股票-其他 | 1.20% | — | -0.21% | |
| 21 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.15% | -0.70% | -1.16% | |
| 22 | GVDNY | Givaudan-unspon Adr | 股票-其他 | 1.15% | +0.07% | -0.36% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.14% | -0.36% | -1.61% | |
| 24 | ✓ | Gaztransport et Technigaz SAS | 股票-其他 | 1.14% | -0.06% | -1.29% | |
| 25 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.13% | -1.16% | EXIT | |
| 26 | CLMB | Climb Global Solutions Inc | 股票-其他 | 1.12% | +0.02% | -59.07% | |
| 27 | KLAC | Kla CORP | 股票-科技 | 1.11% | +1.39% | -1.28% | |
| 28 | NSC | Norfolk Southern CORP | 股票-工業 | 1.09% | -0.03% | -1.26% | |
| 29 | FAST | Fastenal Co | 股票-工業 | 1.09% | -0.07% | -0.81% | |
| 30 | GRMN | Garmin Ltd. | 股票-科技 | 1.08% | -0.07% | -0.87% | |
| 31 | OGS | One Gas Inc | 股票-公用事業 | 1.07% | — | -0.30% | |
| 32 | HON | Honeywell International Inc | 股票-工業 | 1.05% | -0.61% | EXIT | |
| 33 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.04% | -0.22% | +1.45% | |
| 34 | ATR | Aptargroup Inc | 股票-醫療保健 | 1.04% | -0.11% | -1.42% | |
| 35 | AVY | Avery Dennison CORP | 股票-循環性消費 | 1.04% | — | -1.54% | |
| 36 | AAPL | Apple Inc | 股票-科技 | 1.03% | -0.01% | -1.44% | |
| 37 | ✓ | SThree PLC | 股票-其他 | 1.01% | — | -1.31% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.99% | -0.25% | -0.55% | |
| 39 | CPK | Chesapeake Utilities CORP | 股票-其他 | 0.99% | +0.18% | +0.18% | |
| 40 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.96% | -0.37% | -0.56% | |
| 41 | ✓ | Banco del Bajio SA | 股票-其他 | 0.94% | -0.08% | +0.18% | |
| 42 | LKFN | Lakeland Financial CORP | 股票-其他 | 0.94% | — | -0.32% | |
| 43 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.92% | — | -1.10% | |
| 44 | ET | Energy Transfer LP | 股票-能源 | 0.89% | -0.12% | +1.14% | |
| 45 | PB | Prosperity Bancshares Inc | 股票-金融 | 0.89% | — | -1.35% | |
| 46 | AHRT | Ah Realty Trust Inc | 股票-其他 | 0.88% | — | +0.66% | |
| 47 | EMR | Emerson Electric Co | 股票-工業 | 0.88% | -0.03% | +0.11% | |
| 48 | ATO | Atmos Energy CORP | 股票-公用事業 | 0.87% | +0.11% | -0.69% | |
| 49 | ✓ | Sabre Insurance Group PLC | 股票-其他 | 0.85% | -0.02% | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.83% | +0.40% | -0.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.7% | NEW | 新建倉 |
| 2 | IRMD | Iradimed CORP | +0.5% | NEW | 新建倉 |
| 3 | ADP | Automatic Data Processing | +0.3% | +6.96% | 加碼 |
| 4 | PH | Parker Hannifin CORP | +0.3% | — | 不變 |
| 5 | SHW | Sherwin-williams Co/the | +0.3% | -1.45% | 減碼 |
| 6 | ✓ | Straumann Holdings AG | +0.3% | -1.03% | 減碼 |
| 7 | SKT | Tanger Inc | +0.2% | +0.21% | 加碼 |
| 8 | GGG | Graco Inc | +0.2% | +9.58% | 加碼 |
| 9 | HUBB | Hubbell Inc | +0.2% | +0.03% | 加碼 |
| 10 | FISV | Fiserv Inc | +0.2% | -5.30% | 減碼 |
| 11 | ITT | Itt Inc | +0.2% | -0.82% | 減碼 |
| 12 | SFL | SFL Corporation Ltd. | +0.2% | +66.86% | 加碼 |
| 13 | CMI | Cummins Inc | +0.2% | -2.05% | 減碼 |
| 14 | ACN | Accenture plc | +0.2% | NEW | 新建倉 |
| 15 | GWW | Ww Grainger Inc | +0.1% | -0.23% | 減碼 |
| 16 | CF | Cf Industries Holdings Inc | +0.1% | NEW | 新建倉 |
| 17 | DEO | Diageo Plc-sponsored Adr | +0.1% | NEW | 新建倉 |
| 18 | MCD | Mcdonald's CORP | +0.1% | -1.61% | 減碼 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +1.59% | 加碼 |
| 20 | ✓ | Coats Group PLC | +0.1% | -0.44% | 減碼 |
| 21 | GVDNY | Givaudan-unspon Adr | +0.1% | -0.36% | 減碼 |
| 22 | OGS | One Gas Inc | +0.1% | -0.30% | 減碼 |
| 23 | CPK | Chesapeake Utilities CORP | +0.1% | +0.18% | 加碼 |
| 24 | NGG | National Grid Plc-sp Adr | +0.1% | -0.32% | 減碼 |
| 25 | PAC | Grupo Aeroportuario Pac-adr | +0.1% | +0.50% | 加碼 |
| 26 | NSC | Norfolk Southern CORP | +0.1% | -1.26% | 減碼 |
| 27 | ATO | Atmos Energy CORP | +0.1% | -0.69% | 減碼 |
| 28 | PB | Prosperity Bancshares Inc | +0.1% | -1.35% | 減碼 |
| 29 | FBK | Fb Financial CORP | +0.1% | -0.00% | 減碼 |
| 30 | PAYX | Paychex Inc | +0.1% | -1.09% | 減碼 |
| 31 | ✓ | Dollarama Inc. | +0.1% | -0.21% | 減碼 |
| 32 | FAST | Fastenal Co | +0.1% | -0.81% | 減碼 |
| 33 | KMI | Kinder Morgan, Inc. | +0.1% | +1.45% | 加碼 |
| 34 | ENB | Enbridge Inc | +0.1% | +3.72% | 加碼 |
| 35 | SNA | Snap-on Inc | +0.1% | -1.21% | 減碼 |
| 36 | PBA | Pembina Pipeline CORP | +0.1% | +0.54% | 加碼 |
| 37 | ATR | Aptargroup Inc | +0.1% | -1.42% | 減碼 |
| 38 | LIN | Linde plc | +0.1% | -0.09% | 減碼 |
| 39 | ✓ | Schneider Electric SA | 0% | -1.20% | 減碼 |
| 40 | CRMT | America's Car-mart Inc | -0.1% | +0.38% | 加碼 |
| 41 | GTBIF | Green Thumb Industries Inc | -0.1% | — | 不變 |
| 42 | CROX | Crocs Inc | -0.2% | EXIT | 清倉 |
| 43 | BIOX | Bioceres Crop Solutions Corp. | -0.2% | -0.56% | 減碼 |
| 44 | CHRD | Chord Energy CORP | -0.2% | -28.40% | 減碼 |
| 45 | FLNG | FLEX LNG Ltd. | -0.4% | EXIT | 清倉 |
| 46 | ✓ | Banco del Bajio SA | -0.4% | +0.18% | 加碼 |
| 47 | GOOG | Alphabet Inc-cl C | -0.4% | -0.18% | 減碼 |
| 48 | CSCO | Cisco Systems Inc | -0.5% | EXIT | 清倉 |
| 49 | CLMB | Climb Global Solutions Inc | -0.7% | -59.07% | 減碼 |
| 50 | LRCXEUR | Lam Research CORP | -1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Albert D Mason Inc 在 Q3 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 146 個公開持股部位。
在 Q3 2024 季度，Albert D Mason Inc 按市值排列的前三大核心持股分別為：GOOG (2.5%)、FISV (2.2%)、ADP (2.0%)。其中最大持股部位 GOOG 佔據整體投資組合約 2.5% 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
LRCX
市值: US$114.3萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$149.2萬
在 Q3 2024 季度中，Albert D Mason Inc 共進行了 48 項持倉異動，包含新建倉 5 個部位、加碼 13 個部位、減碼 26 個部位以及清倉 4 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
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。