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: 0001729869
申報總市值
US$8.0億
US$8.0億
74 檔
18.5%
Q3 2024 季度申報顯示，Allied Investment Advisors, LLC 揭露的美股組合總市值為 US$8.0億，涵蓋 74 個不同之權益投資部位。
觀察 Q3 2024 的申報異動，Allied Investment Advisors, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 35 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Allied Investment Advisors, LLC 的前 5 大持股（包含 SCHD, VHT, MSFT）貢獻了組合市值的 18.5%，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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.99% | -0.54% | +18100.46% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-其他 | 7.53% | +0.09% | +1.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.25% | -0.32% | +0.10% | |
| 4 | VPU | Vanguard Utilities ETF | ETF-其他 | 4.56% | -0.30% | +1.01% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.82% | -0.02% | -0.92% | |
| 6 | CAT | Caterpillar Inc | 股票-工業 | 3.29% | -1.26% | +0.01% | |
| 7 | AAON | Aaon Inc | 股票-工業 | 3.17% | +0.49% | +23.30% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.02% | -0.03% | -0.41% | |
| 9 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.82% | -0.28% | +0.54% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.48% | -3.08% | EXIT | |
| 11 | RTX | Rtx CORP | 股票-工業 | 2.47% | -0.33% | -0.54% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 2.32% | +0.11% | +0.87% | |
| 13 | WFC | Wells Fargo & Co | 股票-金融 | 2.30% | -0.13% | +0.83% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.26% | +0.09% | -0.10% | |
| 15 | SHEL | Shell Plc-adr | 股票-能源 | 2.25% | -0.68% | +0.70% | |
| 16 | FDX | Fedex CORP | 股票-工業 | 2.21% | -0.56% | +0.81% | |
| 17 | EMR | Emerson Electric Co | 股票-工業 | 2.19% | -0.05% | +0.94% | |
| 18 | MMM | 3m Co | 股票-工業 | 2.17% | +0.03% | -0.16% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 2.17% | -0.76% | +2.34% | |
| 20 | DE | Deere & Co | 股票-工業 | 2.16% | +0.02% | +1.38% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工業 | 2.16% | -0.47% | +0.49% | |
| 22 | OTIS | Otis Worldwide CORP | 股票-工業 | 2.13% | -0.12% | +1.52% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.11% | -0.08% | +1.84% | |
| 24 | STT | State Street CORP | 股票-金融 | 2.08% | +0.29% | +1.27% | |
| 25 | USB | US Bancorp | 股票-金融 | 2.05% | +0.09% | +0.54% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.98% | -0.19% | +1.35% | |
| 27 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.95% | — | +0.81% | |
| 28 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.93% | +0.15% | +1.98% | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.91% | -0.15% | +2.70% | |
| 30 | SYY | Sysco CORP | 股票-非循環性消費 | 1.91% | +0.15% | +3.04% | |
| 31 | MDT | Medtronic plc | 股票-醫療保健 | 1.91% | -0.22% | +2.91% | |
| 32 | TGT | Target CORP | 股票-循環性消費 | 1.86% | -0.02% | +3.85% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.85% | -0.34% | +1.36% | |
| 34 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.72% | +0.04% | — | |
| 35 | PFE | Pfizer Inc | 股票-醫療保健 | 1.49% | -0.27% | +3.69% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.36% | -0.01% | +0.99% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | -0.01% | +0.83% | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.28% | -0.01% | -85.36% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.27% | -0.02% | — | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.27% | -0.08% | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.25% | +0.04% | — | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.23% | — | -1.14% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.21% | -0.04% | +4.39% | |
| 44 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.17% | -0.02% | — | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.14% | — | — | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.14% | — | -0.90% | |
| 47 | GBCI | Glacier Bancorp Inc | 股票-金融 | 0.13% | — | +4.53% | |
| 48 | MDU | Mdu Resources Group Inc | 股票-公用事業 | 0.12% | -0.01% | — | |
| 49 | EBMT | Eagle Bancorp Montana Inc | 股票-其他 | 0.12% | — | -11.69% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.10% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +7.9% | +18100.46% | 加碼 |
| 2 | DEO | Diageo Plc-sponsored Adr | +1.7% | NEW | 新建倉 |
| 3 | AAON | Aaon Inc | +0.7% | +23.30% | 加碼 |
| 4 | MMM | 3m Co | +0.2% | -0.16% | 減碼 |
| 5 | LMT | Lockheed Martin CORP | +0.1% | +0.49% | 加碼 |
| 6 | LOW | Lowe's Cos Inc | +0.1% | +0.54% | 加碼 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | 新建倉 |
| 8 | AGG | Ishares Core U.s. Aggregate | +0.1% | NEW | 新建倉 |
| 9 | RTX | Rtx CORP | 0% | -0.54% | 減碼 |
| 10 | STT | State Street CORP | 0% | +1.27% | 加碼 |
| 11 | ADP | Automatic Data Processing | 0% | NEW | 新建倉 |
| 12 | VPU | Vanguard Utilities ETF | 0% | +1.01% | 加碼 |
| 13 | IBM | Intl Business Machines CORP | 0% | -1.14% | 減碼 |
| 14 | NVDA | Nvidia CORP | 0% | +60.84% | 加碼 |
| 15 | GBCI | Glacier Bancorp Inc | 0% | +4.53% | 加碼 |
| 16 | SBUX | Starbucks CORP | 0% | -0.90% | 減碼 |
| 17 | WMT | Walmart Inc | — | — | 不變 |
| 18 | HD | Home Depot Inc | — | — | 不變 |
| 19 | MDT | Medtronic plc | 0% | +2.91% | 加碼 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.83% | 加碼 |
| 21 | NOBL | Proshares S&p 500 Dividend A | 0% | +0.99% | 加碼 |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不變 |
| 23 | CAT | Caterpillar Inc | 0% | +0.01% | 加碼 |
| 24 | AMZN | Amazon.com Inc | 0% | -14.91% | 減碼 |
| 25 | USB | US Bancorp | -0.1% | +0.54% | 加碼 |
| 26 | AXP | American Express Co | -0.1% | EXIT | 清倉 |
| 27 | IWF | Ishares Russell 1000 Growth | -0.1% | EXIT | 清倉 |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | EXIT | 清倉 |
| 29 | SYY | Sysco CORP | -0.1% | +3.04% | 加碼 |
| 30 | DE | Deere & Co | -0.1% | +1.38% | 加碼 |
| 31 | ABT | Abbott Laboratories | -0.1% | +2.70% | 加碼 |
| 32 | JNJ | Johnson & Johnson | -0.1% | +1.35% | 加碼 |
| 33 | TGT | Target CORP | -0.2% | +3.85% | 加碼 |
| 34 | PFE | Pfizer Inc | -0.2% | +3.69% | 加碼 |
| 35 | OTIS | Otis Worldwide CORP | -0.2% | +1.52% | 加碼 |
| 36 | GS | Goldman Sachs Group Inc | -0.2% | -0.10% | 減碼 |
| 37 | PG | Procter & Gamble Co/the | -0.2% | +1.84% | 加碼 |
| 38 | PEP | Pepsico Inc | -0.2% | +1.36% | 加碼 |
| 39 | KMB | Kimberly-clark CORP | -0.3% | +1.98% | 加碼 |
| 40 | AAPL | Apple Inc | -0.3% | -0.92% | 減碼 |
| 41 | XOM | Exxon Mobil CORP | -0.4% | +1.26% | 加碼 |
| 42 | TTEN | Totalenergies Se -spon Adr | -0.4% | +0.81% | 加碼 |
| 43 | JPM | Jpmorgan Chase & Co | -0.4% | -0.41% | 減碼 |
| 44 | CVX | Chevron CORP | -0.5% | +2.34% | 加碼 |
| 45 | WFC | Wells Fargo & Co | -0.6% | +0.83% | 加碼 |
| 46 | FDX | Fedex CORP | -0.6% | +0.81% | 加碼 |
| 47 | SHEL | Shell Plc-adr | -0.7% | +0.70% | 加碼 |
| 48 | VHT | Vanguard Health Care ETF | -0.8% | +1.05% | 加碼 |
| 49 | MSFT | Microsoft CORP | -1.2% | +0.10% | 加碼 |
| 50 | MRK | Merck & Co. Inc. | -2.2% | -85.36% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Allied Investment Advisors, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$8.0億，共申報了 74 個公開持股部位。
在 Q3 2024 季度，Allied Investment Advisors, LLC 按市值排列的前三大核心持股分別為：SCHD (8.0%)、VHT (7.5%)、MSFT (5.3%)。其中最大持股部位 SCHD 佔據整體投資組合約 8.0% 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
DEO
市值: US$870.7萬
本季最大獲利了結 / 清倉標的
IJK
前期市值: US$29.6萬
在 Q3 2024 季度中，Allied Investment Advisors, LLC 共進行了 47 項持倉異動，包含新建倉 4 個部位、加碼 31 個部位、減碼 9 個部位以及清倉 3 個部位。 其中最大新建倉標的為 DEO。 本季清倉部位包含 IJK。
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。