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: 0001917618
申報總市值
US$8.6億
US$8.6億
85 檔
15.5%
截至 Q3 2024 季度末，Alley Investment Management Company, LLC 的美股持倉估值約為 US$8.6億，全數申報部位共有 85 檔。
在 Q3 2024，Alley Investment Management Company, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 0 個新部位，並對 32 個既有持股進行加碼（合計增持 32 檔），相較減碼與清倉部位顯著佔優。
整體而言，Alley Investment Management Company, LLC 的前 5 大持股（包含 AAPL, JPM, AMP）貢獻了組合市值的 15.5%，形成該機構在 Q3 2024 季度的基本面基石。
本季最大獲利了結 / 清倉標的
JPM
前期市值: US$2596.1萬
| # | 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 | 3.93% | +0.29% | +0.01% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.42% | +0.17% | -0.31% | |
| 3 | AMP | Ameriprise Financial Inc | 股票-金融 | 3.32% | -1.42% | -0.53% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.30% | -0.13% | +0.44% | |
| 5 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.87% | +0.19% | +0.53% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.82% | -0.07% | +6.33% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 2.70% | — | -0.12% | |
| 8 | PAYX | Paychex Inc | 股票-科技 | 2.69% | +0.02% | +0.75% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工業 | 2.59% | -0.55% | -0.35% | |
| 10 | BLKCHF | Blackrock Inc | 股票-其他 | 2.58% | — | -0.14% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.56% | -0.46% | -1.02% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.52% | -0.07% | +4.28% | |
| 13 | PM | Philip Morris International | 股票-非循環性消費 | 2.48% | +0.09% | -0.65% | |
| 14 | ACN | Accenture plc | 股票-科技 | 2.46% | — | +0.65% | |
| 15 | UNP | Union Pacific CORP | 股票-工業 | 2.39% | -0.09% | +0.53% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.21% | +0.21% | -0.52% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 2.12% | -0.02% | -0.61% | |
| 18 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.10% | -0.32% | +53.17% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.05% | +0.84% | +0.03% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.04% | -0.12% | +1.13% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 2.01% | -0.79% | +1.41% | |
| 22 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.00% | -0.31% | +1.63% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 1.91% | -0.05% | +4.81% | |
| 24 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.78% | +0.25% | -0.03% | |
| 25 | MCHP | Microchip Technology Inc | 股票-科技 | 1.76% | +0.06% | +1.28% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.74% | -0.02% | +4.39% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.67% | — | -12.22% | |
| 28 | SYK | Stryker CORP | 股票-醫療保健 | 1.55% | -0.12% | -0.65% | |
| 29 | DHR | Danaher CORP | 股票-醫療保健 | 1.55% | -0.04% | -0.10% | |
| 30 | INTU | Intuit Inc | 股票-科技 | 1.52% | -0.73% | -0.21% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | -0.02% | +0.39% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.44% | +0.36% | +19.90% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.41% | -0.05% | +4.46% | |
| 34 | BR | Broadridge Financial Solutio | 股票-科技 | 1.40% | — | +0.21% | |
| 35 | DFSEUR | Discover Financial Services | 股票-其他 | 1.37% | — | -0.66% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.35% | -0.06% | +0.29% | |
| 37 | ITW | Illinois Tool Works | 股票-工業 | 1.22% | — | +0.43% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.14% | +0.03% | NEW | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.11% | -0.22% | +1.33% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.05% | +0.14% | +23.15% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.00% | +0.09% | +34.52% | |
| 42 | AMGN | Amgen Inc | 股票-醫療保健 | 0.96% | -0.06% | +1.65% | |
| 43 | SNA | Snap-on Inc | 股票-工業 | 0.92% | — | -45.91% | |
| 44 | CSL | Carlisle Cos Inc | 股票-工業 | 0.90% | -0.72% | +0.19% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | +0.24% | — | |
| 46 | PSX | Phillips 66 | 股票-能源 | 0.88% | -0.14% | +1.73% | |
| 47 | CCI | Crown Castle Inc | 股票-房地產 | 0.87% | — | +0.45% | |
| 48 | DUK | Duke Energy CORP | 股票-公用事業 | 0.82% | -0.14% | +0.64% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.81% | — | -45.06% | |
| 50 | PLD | Prologis Inc | 股票-房地產 | 0.81% | -0.10% | +2.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AJG | Arthur J Gallagher & Co | +0.7% | +53.17% | 加碼 |
| 2 | LMT | Lockheed Martin CORP | +0.4% | -0.35% | 減碼 |
| 3 | BLKCHF | Blackrock Inc | +0.3% | -0.14% | 減碼 |
| 4 | SBUX | Starbucks CORP | +0.3% | -0.03% | 減碼 |
| 5 | PM | Philip Morris International | +0.2% | -0.65% | 減碼 |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +34.52% | 加碼 |
| 7 | HD | Home Depot Inc | +0.2% | -0.12% | 減碼 |
| 8 | NEE | Nextera Energy Inc | +0.2% | +1.13% | 加碼 |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.2% | +23.15% | 加碼 |
| 10 | ACN | Accenture plc | +0.2% | +0.65% | 加碼 |
| 11 | ABBV | Abbvie Inc | +0.2% | +0.53% | 加碼 |
| 12 | PAYX | Paychex Inc | +0.2% | +0.75% | 加碼 |
| 13 | LLY | Eli Lilly & Co | +0.1% | +19.90% | 加碼 |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +6.33% | 加碼 |
| 15 | AAPL | Apple Inc | +0.1% | +0.01% | 加碼 |
| 16 | CCI | Crown Castle Inc | +0.1% | +0.45% | 加碼 |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | +29.97% | 加碼 |
| 18 | MA | Mastercard Inc - A | +0.1% | -0.61% | 減碼 |
| 19 | ABT | Abbott Laboratories | +0.1% | +1.63% | 加碼 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.39% | 加碼 |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | -0.14% | 減碼 |
| 22 | DUK | Duke Energy CORP | +0.1% | +0.64% | 加碼 |
| 23 | WEC | Wec Energy Group Inc | +0.1% | +1.17% | 加碼 |
| 24 | DHR | Danaher CORP | +0.1% | -0.10% | 減碼 |
| 25 | USB | US Bancorp | +0.1% | +0.81% | 加碼 |
| 26 | PLD | Prologis Inc | +0.1% | +2.43% | 加碼 |
| 27 | AMP | Ameriprise Financial Inc | 0% | -0.53% | 減碼 |
| 28 | ITW | Illinois Tool Works | 0% | +0.43% | 加碼 |
| 29 | CSCO | Cisco Systems Inc | 0% | +1.11% | 加碼 |
| 30 | UNP | Union Pacific CORP | 0% | +0.53% | 加碼 |
| 31 | BND | Vanguard Total Bond Market | 0% | +4.81% | 加碼 |
| 32 | VZ | Verizon Communications Inc | 0% | +1.33% | 加碼 |
| 33 | BR | Broadridge Financial Solutio | 0% | +0.21% | 加碼 |
| 34 | CSL | Carlisle Cos Inc | 0% | +0.19% | 加碼 |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +4.46% | 加碼 |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +4.28% | 加碼 |
| 37 | MUB | Ishares National Muni Bond E | 0% | +4.39% | 加碼 |
| 38 | DFSEUR | Discover Financial Services | 0% | -0.66% | 減碼 |
| 39 | SYK | Stryker CORP | 0% | -0.65% | 減碼 |
| 40 | COST | Costco Wholesale CORP | -0.1% | -1.02% | 減碼 |
| 41 | JPM | Jpmorgan Chase & Co | -0.1% | -0.31% | 減碼 |
| 42 | INTU | Intuit Inc | -0.2% | -0.21% | 減碼 |
| 43 | CVX | Chevron CORP | -0.3% | +1.41% | 加碼 |
| 44 | AMZN | Amazon.com Inc | -0.3% | -0.52% | 減碼 |
| 45 | MCHP | Microchip Technology Inc | -0.4% | +1.28% | 加碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.4% | +0.03% | 加碼 |
| 47 | MSFT | Microsoft CORP | -0.4% | +0.44% | 加碼 |
| 48 | MRK | Merck & Co. Inc. | -0.6% | -12.22% | 減碼 |
| 49 | SNA | Snap-on Inc | -0.7% | -45.91% | 減碼 |
| 50 | PEP | Pepsico Inc | -0.7% | -45.06% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Alley Investment Management Company, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$8.6億，共申報了 85 個公開持股部位。
在 Q3 2024 季度，Alley Investment Management Company, LLC 按市值排列的前三大核心持股分別為：AAPL (3.9%)、JPM (3.4%)、AMP (3.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.9% 的權重。
在 Q3 2024 季度中，Alley Investment Management Company, LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 32 個部位、減碼 18 個部位以及清倉 0 個部位。
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。