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
149 檔
20.6%
截至 Q4 2024 季度末，Allen Mooney & Barnes Investment Advisors LLC 的美股持倉估值約為 US$6.6億，全數申報部位共有 149 檔。
Allen Mooney & Barnes Investment Advisors LLC 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 21 檔持股的同時，亦同步清倉 2 檔並減碼 23 檔標的。
整體而言，Allen Mooney & Barnes Investment Advisors LLC 的前 5 大持股（包含 AAPL, GOOGL, MSFT）貢獻了組合市值的 20.6%，形成該機構在 Q4 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 | AAPL | Apple Inc | 股票-科技 | 6.98% | +0.38% | -1.64% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.55% | -0.70% | -0.52% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.20% | +0.05% | +2.50% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.66% | +0.33% | -5.72% | |
| 5 | AXP | American Express Co | 股票-金融 | 3.44% | +0.31% | -3.13% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.27% | +0.32% | -2.93% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.82% | -3.14% | EXIT | |
| 8 | BLK | Blackrock Inc | 股票-金融 | 2.63% | — | -1.88% | |
| 9 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.58% | -0.18% | -1.70% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.52% | +0.39% | -0.51% | |
| 11 | DE | Deere & Co | 股票-工業 | 2.43% | -0.07% | +0.71% | |
| 12 | AEP | American Electric Power | 股票-公用事業 | 2.27% | +0.08% | +0.34% | |
| 13 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.24% | — | +1.49% | |
| 14 | CMI | Cummins Inc | 股票-工業 | 2.19% | +0.75% | -2.71% | |
| 15 | HON | Honeywell International Inc | 股票-工業 | 2.15% | -1.98% | EXIT | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.98% | -2.01% | +0.51% | |
| 17 | MET | Metlife Inc | 股票-金融 | 1.97% | +0.01% | -0.35% | |
| 18 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.97% | — | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.94% | +0.43% | +0.85% | |
| 20 | PRU | Prudential Financial Inc | 股票-金融 | 1.93% | +0.07% | -1.12% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.83% | +1.10% | -0.01% | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 1.80% | -0.17% | -0.88% | |
| 23 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.73% | -0.03% | EXIT | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 1.72% | -0.22% | +7.23% | |
| 25 | DG | Dollar General CORP | 股票-非循環性消費 | 1.70% | -0.01% | -6.68% | |
| 26 | MO | Altria Group Inc | 股票-非循環性消費 | 1.68% | +0.01% | -0.55% | |
| 27 | LHX | L3harris Technologies Inc | 股票-工業 | 1.61% | -0.37% | -0.31% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.54% | -1.20% | -2.62% | |
| 29 | COP | Conocophillips | 股票-能源 | 1.25% | -0.02% | -4.77% | |
| 30 | EFX | Equifax Inc | 股票-工業 | 1.23% | -0.06% | — | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.17% | -0.18% | +2.55% | |
| 32 | AFL | Aflac Inc | 股票-金融 | 1.12% | +0.03% | +0.07% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | +0.12% | +0.91% | |
| 34 | C | Citigroup Inc | 股票-金融 | 1.01% | +0.31% | +0.09% | |
| 35 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.98% | — | +2.60% | |
| 36 | T | At&t Inc | 股票-通訊服務 | 0.95% | -0.43% | -2.04% | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.94% | — | -0.72% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.92% | +0.12% | +4.57% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.77% | +0.15% | +0.69% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.71% | +0.11% | -1.41% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.70% | -0.05% | +0.10% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | +0.15% | +2.48% | |
| 43 | FLO | Flowers Foods Inc | 股票-非循環性消費 | 0.68% | -0.04% | -8.58% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.58% | +0.09% | -4.41% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.56% | +0.17% | -2.80% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.10% | +8.46% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.43% | -0.02% | +0.56% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | +0.03% | — | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.42% | +0.14% | -0.13% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.39% | +0.23% | +0.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KVUE | Kenvue Inc | +2% | NEW | 新建倉 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.52% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.3% | -5.72% | 減碼 |
| 4 | AAPL | Apple Inc | +0.3% | -1.64% | 減碼 |
| 5 | SCHW | Schwab (charles) CORP | +0.3% | +1.49% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -2.93% | 減碼 |
| 7 | CSCO | Cisco Systems Inc | +0.2% | +0.51% | 加碼 |
| 8 | AXP | American Express Co | +0.2% | -3.13% | 減碼 |
| 9 | HON | Honeywell International Inc | +0.2% | +0.38% | 加碼 |
| 10 | V | Visa Inc-class A Shares | +0.1% | +0.91% | 加碼 |
| 11 | BLK | Blackrock Inc | +0.1% | -1.88% | 減碼 |
| 12 | DIS | Walt Disney Co/the | +0.1% | -0.72% | 減碼 |
| 13 | EPD | Enterprise Products Partners | +0.1% | -0.88% | 減碼 |
| 14 | C | Citigroup Inc | +0.1% | +0.09% | 加碼 |
| 15 | TSLA | Tesla Inc | +0.1% | +85.97% | 加碼 |
| 16 | CMI | Cummins Inc | +0.1% | -2.71% | 減碼 |
| 17 | DXCM | Dexcom Inc | +0.1% | NEW | 新建倉 |
| 18 | WMT | Walmart Inc | +0.1% | +0.10% | 加碼 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.85% | 加碼 |
| 20 | DE | Deere & Co | 0% | +0.71% | 加碼 |
| 21 | SNA | Snap-on Inc | 0% | NEW | 新建倉 |
| 22 | MRK | Merck & Co. Inc. | -0.1% | +0.74% | 加碼 |
| 23 | LMT | Lockheed Martin CORP | -0.1% | EXIT | 清倉 |
| 24 | EFA | Ishares Msci Eafe ETF | -0.1% | +4.57% | 加碼 |
| 25 | ADM | Archer-daniels-midland Co | -0.1% | -12.68% | 減碼 |
| 26 | WM | Waste Management Inc | -0.1% | -42.29% | 減碼 |
| 27 | KO | Coca-cola Co/the | -0.1% | +0.56% | 加碼 |
| 28 | SBUX | Starbucks CORP | -0.1% | -12.24% | 減碼 |
| 29 | IBM | Intl Business Machines CORP | -0.1% | -2.62% | 減碼 |
| 30 | DHR | Danaher CORP | -0.1% | -0.77% | 減碼 |
| 31 | PRU | Prudential Financial Inc | -0.1% | -1.12% | 減碼 |
| 32 | LLY | Eli Lilly & Co | -0.1% | +2.48% | 加碼 |
| 33 | DEO | Diageo Plc-sponsored Adr | -0.1% | +2.60% | 加碼 |
| 34 | AFL | Aflac Inc | -0.1% | +0.07% | 加碼 |
| 35 | PEP | Pepsico Inc | -0.1% | +2.55% | 加碼 |
| 36 | MDT | Medtronic plc | -0.1% | +7.23% | 加碼 |
| 37 | FLO | Flowers Foods Inc | -0.2% | -8.58% | 減碼 |
| 38 | COP | Conocophillips | -0.2% | -4.77% | 減碼 |
| 39 | SWK | Stanley Black & Decker Inc | -0.2% | -4.74% | 減碼 |
| 40 | VXUS | Vanguard Total Intl Stock | -0.2% | EXIT | 清倉 |
| 41 | AMAT | Applied Materials Inc | -0.2% | +0.69% | 加碼 |
| 42 | EFX | Equifax Inc | -0.2% | — | 不變 |
| 43 | XOM | Exxon Mobil CORP | -0.2% | +1.89% | 加碼 |
| 44 | LHX | L3harris Technologies Inc | -0.2% | -0.31% | 減碼 |
| 45 | AEP | American Electric Power | -0.3% | +0.34% | 加碼 |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -0.01% | 減碼 |
| 47 | ABBV | Abbvie Inc | -0.3% | -0.51% | 減碼 |
| 48 | LOW | Lowe's Cos Inc | -0.3% | -1.70% | 減碼 |
| 49 | DG | Dollar General CORP | -0.4% | -6.68% | 減碼 |
| 50 | LYB | LyondellBasell Industries N.V. | -0.5% | +3.06% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Allen Mooney & Barnes Investment Advisors LLC 在 Q4 2024 季度的美股持倉總市值約為 US$6.6億，共申報了 149 個公開持股部位。
在 Q4 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 (7.0%)、GOOGL (4.5%)、MSFT (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.0% 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
KVUE
市值: US$1167.1萬
本季最大獲利了結 / 清倉標的
VXUS
前期市值: US$104.8萬
在 Q4 2024 季度中，Allen Mooney & Barnes Investment Advisors LLC 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 21 個部位、減碼 23 個部位以及清倉 2 個部位。 其中最大新建倉標的為 KVUE。 本季清倉部位包含 VXUS。
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。