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
79 檔
17.9%
在 Q4 2024 申報期間，Allied Investment Advisors, LLC（CIK: 0001729869）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$8.0億，共持有 79 個公開申報部位。
Q4 2024 數據顯示 Allied Investment Advisors, LLC 積極進場，新開立 6 個部位並同步加碼 25 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Allied Investment Advisors, LLC 的前 5 大核心持股（包含 SCHD, VHT, MSFT 等）合計佔整體申報市值的 17.9%，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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 8.01% | -0.54% | +204.77% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-其他 | 7.01% | +0.09% | +1.75% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.19% | -0.32% | -0.84% | |
| 4 | VPU | Vanguard Utilities ETF | ETF-其他 | 4.32% | -0.30% | -0.73% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.22% | -0.02% | +1.18% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.36% | -0.03% | -4.02% | |
| 7 | CAT | Caterpillar Inc | 股票-工業 | 3.05% | -1.26% | -1.56% | |
| 8 | AAON | Aaon Inc | 股票-工業 | 2.94% | +0.49% | -16.34% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 2.81% | -0.13% | -3.78% | |
| 10 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.62% | -0.28% | +0.07% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 2.61% | +0.11% | -0.41% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.52% | +0.09% | -5.24% | |
| 13 | EMR | Emerson Electric Co | 股票-工業 | 2.51% | -0.05% | -0.64% | |
| 14 | RTX | Rtx CORP | 股票-工業 | 2.40% | -0.33% | -0.09% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 2.35% | -3.08% | EXIT | |
| 16 | STT | State Street CORP | 股票-金融 | 2.32% | +0.29% | -1.30% | |
| 17 | FDX | Fedex CORP | 股票-工業 | 2.31% | -0.56% | +0.29% | |
| 18 | DE | Deere & Co | 股票-工業 | 2.25% | +0.02% | +0.83% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 2.22% | -0.76% | +2.11% | |
| 20 | SHEL | Shell Plc-adr | 股票-能源 | 2.19% | -0.68% | +0.81% | |
| 21 | USB | US Bancorp | 股票-金融 | 2.16% | +0.09% | -0.98% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.10% | -0.08% | +0.95% | |
| 23 | MMM | 3m Co | 股票-工業 | 2.05% | +0.03% | -1.94% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.97% | -0.15% | +2.17% | |
| 25 | SYY | Sysco CORP | 股票-非循環性消費 | 1.95% | +0.15% | +2.41% | |
| 26 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.92% | -0.12% | -0.39% | |
| 27 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.84% | +0.15% | +1.54% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工業 | 1.83% | -0.47% | +0.48% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.82% | -0.19% | +1.30% | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.72% | -0.34% | +2.31% | |
| 31 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.72% | — | +2.36% | |
| 32 | MDT | Medtronic plc | 股票-醫療保健 | 1.71% | -0.22% | -0.42% | |
| 33 | TGT | Target CORP | 股票-循環性消費 | 1.66% | -0.02% | +1.35% | |
| 34 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.63% | +0.04% | +2.45% | |
| 35 | PFE | Pfizer Inc | 股票-醫療保健 | 1.40% | -0.27% | +1.36% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | -0.01% | +24.61% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.35% | -0.08% | +11.87% | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.32% | -0.01% | -4.09% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.31% | -0.04% | +42.73% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.27% | -0.02% | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.27% | +0.04% | — | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.24% | — | +3.84% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.20% | -0.01% | -16.87% | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.20% | +0.21% | — | |
| 45 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.17% | -0.02% | — | |
| 46 | GBCI | Glacier Bancorp Inc | 股票-金融 | 0.16% | — | +3.37% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.15% | — | +7.06% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.14% | +0.02% | +28.57% | |
| 49 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.13% | — | -1.06% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.13% | -0.06% | +11.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +0.5% | -3.78% | 減碼 |
| 2 | AAPL | Apple Inc | +0.4% | +1.18% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.3% | -4.02% | 減碼 |
| 4 | EMR | Emerson Electric Co | +0.3% | -0.64% | 減碼 |
| 5 | BAC | Bank Of America CORP | +0.3% | -0.41% | 減碼 |
| 6 | GS | Goldman Sachs Group Inc | +0.3% | -5.24% | 減碼 |
| 7 | STT | State Street CORP | +0.2% | -1.30% | 減碼 |
| 8 | VGK | Vanguard Ftse Europe ETF | +0.2% | NEW | 新建倉 |
| 9 | USB | US Bancorp | +0.1% | -0.98% | 減碼 |
| 10 | COST | Costco Wholesale CORP | +0.1% | +42.73% | 加碼 |
| 11 | FDX | Fedex CORP | +0.1% | +0.29% | 加碼 |
| 12 | DE | Deere & Co | +0.1% | +0.83% | 加碼 |
| 13 | WMT | Walmart Inc | +0.1% | +11.87% | 加碼 |
| 14 | ECG | Everus Construction Group | +0.1% | NEW | 新建倉 |
| 15 | BA | Boeing Co/the | +0.1% | NEW | 新建倉 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +24.61% | 加碼 |
| 17 | VTV | Vanguard Value ETF | +0.1% | NEW | 新建倉 |
| 18 | AXP | American Express Co | +0.1% | NEW | 新建倉 |
| 19 | ABT | Abbott Laboratories | +0.1% | +2.17% | 加碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | 新建倉 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +28.57% | 加碼 |
| 22 | FIBK | First Interstate Bancsys-a | 0% | +32.03% | 加碼 |
| 23 | NVDA | Nvidia CORP | 0% | +11.10% | 加碼 |
| 24 | GBCI | Glacier Bancorp Inc | 0% | +3.37% | 加碼 |
| 25 | SCHD | Schwab US Dvd Equity ETF | 0% | +204.77% | 加碼 |
| 26 | PG | Procter & Gamble Co/the | 0% | +0.95% | 加碼 |
| 27 | MDU | Mdu Resources Group Inc | 0% | — | 不變 |
| 28 | NOBL | Proshares S&p 500 Dividend A | 0% | -4.09% | 減碼 |
| 29 | OKE | Oneok Inc | -0.1% | EXIT | 清倉 |
| 30 | MSFT | Microsoft CORP | -0.1% | -0.84% | 減碼 |
| 31 | SHEL | Shell Plc-adr | -0.1% | +0.81% | 加碼 |
| 32 | RTX | Rtx CORP | -0.1% | -0.09% | 減碼 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -16.87% | 減碼 |
| 34 | KMB | Kimberly-clark CORP | -0.1% | +1.54% | 加碼 |
| 35 | DEO | Diageo Plc-sponsored Adr | -0.1% | +2.45% | 加碼 |
| 36 | PFE | Pfizer Inc | -0.1% | +1.36% | 加碼 |
| 37 | MMM | 3m Co | -0.1% | -1.94% | 減碼 |
| 38 | XOM | Exxon Mobil CORP | -0.1% | +1.70% | 加碼 |
| 39 | PEP | Pepsico Inc | -0.1% | +2.31% | 加碼 |
| 40 | JNJ | Johnson & Johnson | -0.2% | +1.30% | 加碼 |
| 41 | LOW | Lowe's Cos Inc | -0.2% | +0.07% | 加碼 |
| 42 | TGT | Target CORP | -0.2% | +1.35% | 加碼 |
| 43 | MDT | Medtronic plc | -0.2% | -0.42% | 減碼 |
| 44 | OTIS | Otis Worldwide CORP | -0.2% | -0.39% | 減碼 |
| 45 | AAON | Aaon Inc | -0.2% | -16.34% | 減碼 |
| 46 | TTEN | Totalenergies Se -spon Adr | -0.2% | +2.36% | 加碼 |
| 47 | VPU | Vanguard Utilities ETF | -0.2% | -0.73% | 減碼 |
| 48 | CAT | Caterpillar Inc | -0.2% | -1.56% | 減碼 |
| 49 | LMT | Lockheed Martin CORP | -0.3% | +0.48% | 加碼 |
| 50 | VHT | Vanguard Health Care ETF | -0.5% | +1.75% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Allied Investment Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$8.0億，共申報了 79 個公開持股部位。
在 Q4 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 (7.0%)、MSFT (5.2%)。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
VGK
市值: US$101.1萬
本季最大獲利了結 / 清倉標的
OKE
前期市值: US$24.2萬
在 Q4 2024 季度中，Allied Investment Advisors, LLC 共進行了 49 項持倉異動，包含新建倉 6 個部位、加碼 25 個部位、減碼 17 個部位以及清倉 1 個部位。 其中最大新建倉標的為 VGK。 本季清倉部位包含 OKE。
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。