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
145 檔
9.4%
在 Q4 2024 的 13F 官方備案中，Albert D Mason Inc 管理的美股投資組合規模來到 US$1.8億，整體持股檔數為 145 檔。
觀察 Q4 2024 的資金脈絡，Albert D Mason Inc 在獲利結算 5 檔個股的同時，將資本重新部署至 5 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Albert D Mason Inc 的前 5 大核心持股（包含 GOOG, FISV, SNA 等）合計佔整體申報市值的 9.4%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 2.79% | +0.32% | -4.80% | |
| 2 | FISV | Fiserv Inc | 股票-其他 | 2.22% | -0.25% | -15.70% | |
| 3 | SNA | Snap-on Inc | 股票-工業 | 2.11% | -0.05% | +0.46% | |
| 4 | CMI | Cummins Inc | 股票-工業 | 1.98% | +0.17% | -6.06% | |
| 5 | ADP | Automatic Data Processing | 股票-科技 | 1.95% | -0.03% | -12.81% | |
| 6 | GWW | Ww Grainger Inc | 股票-工業 | 1.78% | +0.22% | -1.37% | |
| 7 | LIN | Linde plc | 股票-原物料 | 1.78% | -0.11% | -0.06% | |
| 8 | ITT | Itt Inc | 股票-工業 | 1.75% | -0.16% | -11.91% | |
| 9 | ✓ | Schneider Electric SA | 股票-其他 | 1.70% | +0.14% | -0.47% | |
| 10 | HUBB | Hubbell Inc | 股票-工業 | 1.65% | +0.10% | -11.14% | |
| 11 | PAYX | Paychex Inc | 股票-科技 | 1.62% | +0.06% | +1.33% | |
| 12 | PH | Parker Hannifin CORP | 股票-工業 | 1.61% | -0.88% | -8.58% | |
| 13 | GGG | Graco Inc | 股票-工業 | 1.57% | -0.08% | +0.44% | |
| 14 | KLAC | Kla CORP | 股票-科技 | 1.55% | +1.39% | +64.47% | |
| 15 | SKT | Tanger Inc | 股票-房地產 | 1.51% | +0.04% | -18.13% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.48% | -0.36% | +30.49% | |
| 17 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.45% | -0.07% | +0.70% | |
| 18 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.35% | -0.22% | +0.28% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.34% | -0.07% | -0.35% | |
| 20 | PAC | Grupo Aeroportuario Pac-adr | 股票-其他 | 1.30% | -0.18% | -12.26% | |
| 21 | AHRT | Ah Realty Trust Inc | 股票-其他 | 1.24% | — | +43.33% | |
| 22 | ✓ | Dollarama Inc. | 股票-其他 | 1.20% | — | +1.16% | |
| 23 | HON | Honeywell International Inc | 股票-工業 | 1.20% | -0.61% | EXIT | |
| 24 | WES | Western Midstream Partners L | 股票-能源 | 1.15% | -0.05% | -9.15% | |
| 25 | CLMB | Climb Global Solutions Inc | 股票-其他 | 1.13% | +0.02% | -23.87% | |
| 26 | ET | Energy Transfer LP | 股票-能源 | 1.13% | -0.12% | +0.20% | |
| 27 | ✓ | Gaztransport et Technigaz SAS | 股票-其他 | 1.13% | -0.06% | +0.59% | |
| 28 | NSC | Norfolk Southern CORP | 股票-工業 | 1.08% | -0.03% | +0.67% | |
| 29 | ATR | Aptargroup Inc | 股票-醫療保健 | 1.08% | -0.11% | +1.33% | |
| 30 | EMR | Emerson Electric Co | 股票-工業 | 1.06% | -0.03% | +2.25% | |
| 31 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.05% | -1.16% | EXIT | |
| 32 | OGS | One Gas Inc | 股票-公用事業 | 1.04% | — | +0.39% | |
| 33 | LKFN | Lakeland Financial CORP | 股票-其他 | 1.04% | — | +0.79% | |
| 34 | ✓ | Straumann Holdings AG | 股票-其他 | 1.04% | +0.11% | +0.51% | |
| 35 | AGYS | Agilysys Inc | 股票-其他 | 1.04% | +0.25% | +2.32% | |
| 36 | LKQ | Lkq CORP | 股票-循環性消費 | 1.04% | -0.14% | EXIT | |
| 37 | CPK | Chesapeake Utilities CORP | 股票-其他 | 1.02% | +0.18% | +1.17% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.01% | +0.40% | +2.18% | |
| 39 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.99% | -0.70% | +1.50% | |
| 40 | LRCX | Lam Research CORP | 股票-科技 | 0.99% | +2.13% | +1359.60% | |
| 41 | PB | Prosperity Bancshares Inc | 股票-金融 | 0.98% | — | +1.15% | |
| 42 | GVDNY | Givaudan-unspon Adr | 股票-其他 | 0.96% | +0.07% | +1.18% | |
| 43 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.96% | -0.37% | +0.67% | |
| 44 | AVY | Avery Dennison CORP | 股票-循環性消費 | 0.93% | — | +1.02% | |
| 45 | ATO | Atmos Energy CORP | 股票-公用事業 | 0.92% | +0.11% | +0.79% | |
| 46 | FAST | Fastenal Co | 股票-工業 | 0.87% | -0.07% | -23.40% | |
| 47 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.86% | -0.25% | -1.65% | |
| 48 | AAPL | Apple Inc | 股票-科技 | 0.86% | -0.01% | -26.20% | |
| 49 | GRMN | Garmin Ltd. | 股票-科技 | 0.84% | -0.07% | -36.14% | |
| 50 | BRT | Brt Apartments CORP | 股票-其他 | 0.83% | — | +1.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | +0.4% | +64.47% | 加碼 |
| 2 | SNA | Snap-on Inc | +0.4% | +0.46% | 加碼 |
| 3 | AHRT | Ah Realty Trust Inc | +0.4% | +43.33% | 加碼 |
| 4 | MCD | Mcdonald's CORP | +0.3% | +30.49% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -4.80% | 減碼 |
| 6 | KMI | Kinder Morgan, Inc. | +0.3% | +0.28% | 加碼 |
| 7 | LRCX | Lam Research CORP | +0.3% | +1359.60% | 加碼 |
| 8 | ET | Energy Transfer LP | +0.2% | +0.20% | 加碼 |
| 9 | AGYS | Agilysys Inc | +0.2% | +2.32% | 加碼 |
| 10 | LKQ | Lkq CORP | +0.2% | +33.31% | 加碼 |
| 11 | NBIS | Nebius Group N.V. | +0.2% | NEW | 新建倉 |
| 12 | PYPL | Paypal Holdings Inc | +0.2% | NEW | 新建倉 |
| 13 | EMR | Emerson Electric Co | +0.2% | +2.25% | 加碼 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +2.18% | 加碼 |
| 15 | CHRD | Chord Energy CORP | +0.2% | +70.87% | 加碼 |
| 16 | NOW | Servicenow Inc | +0.2% | +1.45% | 加碼 |
| 17 | MSFT | Microsoft CORP | +0.2% | NEW | 新建倉 |
| 18 | V | Visa Inc-class A Shares | +0.2% | NEW | 新建倉 |
| 19 | IRMD | Iradimed CORP | +0.2% | +15.53% | 加碼 |
| 20 | C | Citigroup Inc | +0.1% | NEW | 新建倉 |
| 21 | ADP | Automatic Data Processing | -0.1% | -12.81% | 減碼 |
| 22 | PH | Parker Hannifin CORP | -0.1% | -8.58% | 減碼 |
| 23 | PBA | Pembina Pipeline CORP | -0.1% | -0.70% | 減碼 |
| 24 | SHW | Sherwin-williams Co/the | -0.1% | +0.70% | 加碼 |
| 25 | PAC | Grupo Aeroportuario Pac-adr | -0.1% | -12.26% | 減碼 |
| 26 | AVY | Avery Dennison CORP | -0.1% | +1.02% | 加碼 |
| 27 | ✓ | Martinrea International Inc. | -0.1% | +0.69% | 加碼 |
| 28 | NVS | Novartis Ag-sponsored Adr | -0.1% | -1.65% | 減碼 |
| 29 | HEINY | Heineken Nv-spn Adr | -0.1% | — | 不變 |
| 30 | DEO | Diageo Plc-sponsored Adr | -0.1% | EXIT | 清倉 |
| 31 | LIN | Linde plc | -0.2% | -0.06% | 減碼 |
| 32 | MTD | Mettler-toledo International | -0.2% | +1.50% | 加碼 |
| 33 | HUBB | Hubbell Inc | -0.2% | -11.14% | 減碼 |
| 34 | AAPL | Apple Inc | -0.2% | -26.20% | 減碼 |
| 35 | PAGS | PagSeguro Digital Ltd. | -0.2% | EXIT | 清倉 |
| 36 | GVDNY | Givaudan-unspon Adr | -0.2% | +1.18% | 加碼 |
| 37 | GAIN | Gladstone Investment CORP | -0.2% | -27.68% | 減碼 |
| 38 | TRLV | Trulieve Cannabis CORP | -0.2% | -7.85% | 減碼 |
| 39 | SKT | Tanger Inc | -0.2% | -18.13% | 減碼 |
| 40 | SWKS | Skyworks Solutions Inc | -0.2% | -17.41% | 減碼 |
| 41 | FAST | Fastenal Co | -0.2% | -23.40% | 減碼 |
| 42 | ✓ | SThree PLC | -0.2% | +0.67% | 加碼 |
| 43 | GRMN | Garmin Ltd. | -0.2% | -36.14% | 減碼 |
| 44 | ITT | Itt Inc | -0.3% | -11.91% | 減碼 |
| 45 | IIPR | Innovative Industrial Proper | -0.3% | EXIT | 清倉 |
| 46 | ✓ | Straumann Holdings AG | -0.3% | +0.51% | 加碼 |
| 47 | ✓ | Banco del Bajio SA | -0.3% | -21.21% | 減碼 |
| 48 | JPM | Jpmorgan Chase & Co | -0.3% | EXIT | 清倉 |
| 49 | CVS | Cvs Health CORP | -0.3% | -38.83% | 減碼 |
| 50 | BIOX | Bioceres Crop Solutions Corp. | -0.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Albert D Mason Inc 在 Q4 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 145 個公開持股部位。
在 Q4 2024 季度，Albert D Mason Inc 按市值排列的前三大核心持股分別為：GOOG (2.8%)、FISV (2.2%)、SNA (2.1%)。其中最大持股部位 GOOG 佔據整體投資組合約 2.8% 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
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本季最大獲利了結 / 清倉標的
BIOX
前期市值: US$52.4萬
在 Q4 2024 季度中，Albert D Mason Inc 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 21 個部位、減碼 18 個部位以及清倉 5 個部位。 其中最大新建倉標的為 NBIS。 本季清倉部位包含 BIOX。
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。