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: 0002001461
申報總市值
US$6.6億
US$6.6億
155 檔
19.2%
Allen Mooney & Barnes Investment Advisors LLC 在 Q3 2024 季度的美股部位總計估值為 US$6.6億，分散於 155 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q3 2024 申報觀察，Allen Mooney & Barnes Investment Advisors LLC 採取防禦導向的調倉策略，本季減碼 35 檔個股並出清 6 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Allen Mooney & Barnes Investment Advisors LLC 的前 5 大核心持股（包含 AAPL, MSFT, GOOGL 等）合計佔整體申報市值的 19.2%，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 | AAPL | Apple Inc | 股票-科技 | 6.67% | +0.38% | -0.84% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.22% | +0.05% | -1.61% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.04% | -0.70% | -0.63% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.32% | +0.33% | +3.04% | |
| 5 | AXP | American Express Co | 股票-金融 | 3.27% | +0.31% | -2.72% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 3.05% | -3.14% | EXIT | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.99% | +0.32% | -2.75% | |
| 8 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.91% | -0.18% | -1.65% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.84% | +0.39% | -2.90% | |
| 10 | AEP | American Electric Power | 股票-公用事業 | 2.54% | +0.08% | -2.72% | |
| 11 | BLK | Blackrock Inc | 股票-金融 | 2.51% | — | — | |
| 12 | DE | Deere & Co | 股票-工業 | 2.39% | -0.07% | -1.32% | |
| 13 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 2.19% | -0.03% | EXIT | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.14% | +1.10% | -2.81% | |
| 15 | CMI | Cummins Inc | 股票-工業 | 2.11% | +0.75% | -3.44% | |
| 16 | DG | Dollar General CORP | 股票-非循環性消費 | 2.05% | -0.01% | +8204.56% | |
| 17 | PRU | Prudential Financial Inc | 股票-金融 | 2.01% | +0.07% | -2.38% | |
| 18 | MET | Metlife Inc | 股票-金融 | 2.01% | +0.01% | -3.15% | |
| 19 | HON | Honeywell International Inc | 股票-工業 | 1.98% | -1.98% | EXIT | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.95% | — | -1.88% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.90% | +0.43% | -6.60% | |
| 22 | LHX | L3harris Technologies Inc | 股票-工業 | 1.85% | -0.37% | -2.50% | |
| 23 | MDT | Medtronic plc | 股票-醫療保健 | 1.83% | -0.22% | -0.54% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 1.79% | -2.01% | -1.22% | |
| 25 | EPD | Enterprise Products Partners | 股票-能源 | 1.70% | -0.17% | -2.20% | |
| 26 | MO | Altria Group Inc | 股票-非循環性消費 | 1.66% | +0.01% | -3.10% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.61% | -1.20% | -3.70% | |
| 28 | EFX | Equifax Inc | 股票-工業 | 1.44% | -0.06% | -0.33% | |
| 29 | COP | Conocophillips | 股票-能源 | 1.41% | -0.02% | -2.34% | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.28% | -0.18% | -3.09% | |
| 31 | AFL | Aflac Inc | 股票-金融 | 1.22% | +0.03% | -15.87% | |
| 32 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.07% | — | -1.82% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.98% | +0.12% | -1.63% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.96% | +0.15% | -0.16% | |
| 35 | T | At&t Inc | 股票-通訊服務 | 0.94% | -0.43% | -2.84% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | +0.12% | +1.16% | |
| 37 | C | Citigroup Inc | 股票-金融 | 0.91% | +0.31% | -3.52% | |
| 38 | FLO | Flowers Foods Inc | 股票-非循環性消費 | 0.83% | -0.04% | +2.59% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.83% | — | -4.18% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | +0.15% | +2.34% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.72% | +0.11% | -2.59% | |
| 42 | WMT | Walmart Inc | 股票-非循環性消費 | 0.63% | -0.05% | +0.66% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.62% | +0.09% | -0.77% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.57% | +0.17% | -0.19% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.50% | -0.02% | +3.46% | |
| 46 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.49% | -0.01% | -0.85% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.46% | +0.14% | -0.70% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.45% | -0.10% | +1.67% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.44% | +0.23% | +1.23% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | +0.03% | +13.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +2.5% | NEW | 新建倉 |
| 2 | DG | Dollar General CORP | +2% | +8204.56% | 加碼 |
| 3 | LOW | Lowe's Cos Inc | +0.4% | -1.65% | 減碼 |
| 4 | AAPL | Apple Inc | +0.3% | -0.84% | 減碼 |
| 5 | AXP | American Express Co | +0.3% | -2.72% | 減碼 |
| 6 | IBM | Intl Business Machines CORP | +0.2% | -3.70% | 減碼 |
| 7 | AEP | American Electric Power | +0.2% | -2.72% | 減碼 |
| 8 | EFX | Equifax Inc | +0.2% | -0.33% | 減碼 |
| 9 | ABBV | Abbvie Inc | +0.2% | -2.90% | 減碼 |
| 10 | MET | Metlife Inc | +0.2% | -3.15% | 減碼 |
| 11 | CMI | Cummins Inc | +0.1% | -3.44% | 減碼 |
| 12 | MDT | Medtronic plc | +0.1% | -0.54% | 減碼 |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | -2.81% | 減碼 |
| 14 | SWK | Stanley Black & Decker Inc | +0.1% | -0.85% | 減碼 |
| 15 | DE | Deere & Co | +0.1% | -1.32% | 減碼 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -1.22% | 減碼 |
| 17 | WMT | Walmart Inc | +0.1% | +0.66% | 加碼 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +13.38% | 加碼 |
| 19 | MKL | Markel Group Inc | +0.1% | NEW | 新建倉 |
| 20 | LMT | Lockheed Martin CORP | +0.1% | NEW | 新建倉 |
| 21 | MO | Altria Group Inc | +0.1% | -3.10% | 減碼 |
| 22 | T | At&t Inc | +0.1% | -2.84% | 減碼 |
| 23 | KO | Coca-cola Co/the | +0.1% | +3.46% | 加碼 |
| 24 | SBUX | Starbucks CORP | +0.1% | -2.18% | 減碼 |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | -0.55% | 減碼 |
| 26 | DEO | Diageo Plc-sponsored Adr | 0% | -1.82% | 減碼 |
| 27 | VO | Vanguard Mid-cap ETF | 0% | -0.77% | 減碼 |
| 28 | FLO | Flowers Foods Inc | 0% | +2.59% | 加碼 |
| 29 | AFL | Aflac Inc | — | -15.87% | 減碼 |
| 30 | V | Visa Inc-class A Shares | — | +1.16% | 加碼 |
| 31 | EFA | Ishares Msci Eafe ETF | — | -1.63% | 減碼 |
| 32 | LHX | L3harris Technologies Inc | 0% | -2.50% | 減碼 |
| 33 | IWD | Ishares Russell 1000 Value E | -0.1% | EXIT | 清倉 |
| 34 | IWB | Ishares Russell 1000 ETF | -0.1% | -41.38% | 減碼 |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | EXIT | 清倉 |
| 36 | VUG | Vanguard Growth ETF | -0.1% | -52.44% | 減碼 |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.1% | -45.81% | 減碼 |
| 38 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | EXIT | 清倉 |
| 39 | C | Citigroup Inc | -0.1% | -3.52% | 減碼 |
| 40 | DIS | Walt Disney Co/the | -0.1% | -4.18% | 減碼 |
| 41 | TCBC | Tc Bancshares Inc | -0.2% | EXIT | 清倉 |
| 42 | HON | Honeywell International Inc | -0.2% | -2.15% | 減碼 |
| 43 | IWV | Ishares Russell 3000 ETF | -0.2% | -49.57% | 減碼 |
| 44 | AMAT | Applied Materials Inc | -0.2% | -0.16% | 減碼 |
| 45 | COP | Conocophillips | -0.2% | -2.34% | 減碼 |
| 46 | SCHW | Schwab (charles) CORP | -0.4% | -1.88% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.5% | -1.61% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.7% | -0.63% | 減碼 |
| 49 | CVS | Cvs Health CORP | -1.4% | EXIT | 清倉 |
| 50 | BLKCHF | Blackrock Inc | -2.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Allen Mooney & Barnes Investment Advisors LLC 在 Q3 2024 季度的美股持倉總市值約為 US$6.6億，共申報了 155 個公開持股部位。
在 Q3 2024 季度，Allen Mooney & Barnes Investment Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (6.7%)、MSFT (4.2%)、GOOGL (4.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.7% 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
BLK
市值: US$1473.5萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1251.0萬
在 Q3 2024 季度中，Allen Mooney & Barnes Investment Advisors LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 6 個部位、減碼 35 個部位以及清倉 6 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。