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: 0001291424
申報總市值
US$2.0億
US$2.0億
109 檔
25.1%
在 Q4 2024 的 13F 官方備案中，American Trust Investment Advisors, LLC 管理的美股投資組合規模來到 US$2.0億，整體持股檔數為 109 檔。
American Trust Investment Advisors, LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 7 檔股票的新建倉與 57 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，American Trust Investment Advisors, LLC 的前 5 大核心持股（包含 BRK-B, AAPL, CEG 等）合計佔整體申報市值的 25.1%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.39% | -3.08% | +1.60% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.74% | +0.15% | -0.77% | |
| 3 | CEG | Constellation Energy | 股票-公用事業 | 3.33% | -0.49% | -7.16% | |
| 4 | FLR | Fluor CORP | 股票-工業 | 3.30% | -2.14% | -1.67% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 3.13% | +0.34% | +2.69% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.08% | +0.06% | +1.36% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.95% | +0.22% | +2.96% | |
| 8 | IRM | Iron Mountain Inc | 股票-房地產 | 2.92% | +0.07% | +2.72% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.92% | -0.48% | -2.81% | |
| 10 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 2.49% | +0.04% | +410.05% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.28% | -0.16% | +99.46% | |
| 12 | BWXT | Bwx Technologies Inc | 股票-工業 | 2.26% | -0.14% | +1.50% | |
| 13 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 2.21% | — | — | |
| 14 | J | Jacobs Solutions Inc | 股票-工業 | 2.20% | +0.11% | +4.27% | |
| 15 | KIM | Kimco Realty CORP | 股票-房地產 | 2.16% | — | +3.32% | |
| 16 | FIS | Fidelity National Info Serv | 股票-科技 | 2.12% | — | +1.82% | |
| 17 | BG | Bunge Global SA | 股票-非循環性消費 | 2.11% | -1.62% | +3.72% | |
| 18 | SO | Southern Co/the | 股票-公用事業 | 2.07% | -0.30% | +3.00% | |
| 19 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.03% | +0.28% | +6.58% | |
| 20 | AES | Aes CORP | 股票-公用事業 | 1.87% | — | — | |
| 21 | ALV | Autoliv Inc | 股票-循環性消費 | 1.78% | -0.06% | +7.49% | |
| 22 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.76% | -0.06% | +1.65% | |
| 23 | LNG | Cheniere Energy Inc | 股票-能源 | 1.73% | -0.71% | -0.94% | |
| 24 | LRCX | Lam Research CORP | 股票-科技 | 1.69% | +1.01% | — | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.68% | — | — | |
| 26 | LEN | Lennar Corp-a | 股票-循環性消費 | 1.66% | +0.43% | +1.38% | |
| 27 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.61% | +0.83% | +4.86% | |
| 28 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.60% | +0.78% | +3.90% | |
| 29 | CCJ | Cameco CORP | 股票-能源 | 1.59% | -0.22% | -2.58% | |
| 30 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.50% | — | +2.42% | |
| 31 | EMBJ | Embraer Sa-spon Adr | 股票-工業 | 1.49% | -0.26% | -2.05% | |
| 32 | CTRA | Coterra Energy Inc | 股票-能源 | 1.49% | -1.98% | EXIT | |
| 33 | OPRA | Opera Ltd-adr | 股票-其他 | 1.40% | — | +1.57% | |
| 34 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 1.31% | — | +5.12% | |
| 35 | COP | Conocophillips | 股票-能源 | 1.12% | -0.51% | +4.31% | |
| 36 | ADI | Analog Devices Inc | 股票-科技 | 1.03% | — | +5.98% | |
| 37 | AMX | America Movil Sab De Cv | 股票-其他 | 0.93% | -0.21% | +3.25% | |
| 38 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 0.87% | — | +2.82% | |
| 39 | VFC | Vf CORP | 股票-循環性消費 | 0.80% | -0.08% | +438.45% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.48% | — | -3.53% | |
| 41 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.47% | +0.29% | — | |
| 42 | NFLX | Netflix Inc | 股票-通訊服務 | 0.44% | -0.07% | -3.70% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.42% | -0.01% | -0.52% | |
| 44 | PFE | Pfizer Inc | 股票-醫療保健 | 0.42% | -0.12% | EXIT | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.38% | -0.04% | — | |
| 46 | TELFY | Telefonica Sa-spon Adr | 股票-其他 | 0.38% | — | +20.94% | |
| 47 | EQT | Eqt CORP | 股票-能源 | 0.37% | — | +23.33% | |
| 48 | TSLA | Tesla Inc | 股票-循環性消費 | 0.37% | — | -4.45% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.36% | — | +23.13% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.35% | +0.12% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CAG | Conagra Brands Inc | +2.2% | NEW | 新建倉 |
| 2 | AES | Aes CORP | +1.9% | NEW | 新建倉 |
| 3 | LRCX | Lam Research CORP | +1.7% | NEW | 新建倉 |
| 4 | CMCSA | Comcast Corp-class A | +1.7% | NEW | 新建倉 |
| 5 | CTRA | Coterra Energy Inc | +1.5% | NEW | 新建倉 |
| 6 | VFC | Vf CORP | +0.7% | +438.45% | 加碼 |
| 7 | SAN | Banco Santander Sa-spon Adr | +0.5% | NEW | 新建倉 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.4% | +2.96% | 加碼 |
| 9 | SCHW | Schwab (charles) CORP | +0.4% | +6.58% | 加碼 |
| 10 | AAPL | Apple Inc | +0.3% | -0.77% | 減碼 |
| 11 | OPRA | Opera Ltd-adr | +0.3% | +1.57% | 加碼 |
| 12 | LNG | Cheniere Energy Inc | +0.3% | -0.94% | 減碼 |
| 13 | SONY | Sony Group CORP - Sp Adr | +0.3% | +410.05% | 加碼 |
| 14 | J | Jacobs Solutions Inc | +0.1% | +4.27% | 加碼 |
| 15 | EQT | Eqt CORP | +0.1% | +23.33% | 加碼 |
| 16 | ALV | Autoliv Inc | +0.1% | +7.49% | 加碼 |
| 17 | CBRE | Cbre Group Inc - A | +0.1% | +1.65% | 加碼 |
| 18 | TSLA | Tesla Inc | +0.1% | -4.45% | 減碼 |
| 19 | BWXT | Bwx Technologies Inc | +0.1% | +1.50% | 加碼 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +23.71% | 加碼 |
| 21 | C | Citigroup Inc | +0.1% | +26.33% | 加碼 |
| 22 | KIM | Kimco Realty CORP | +0.1% | +3.32% | 加碼 |
| 23 | BX | Blackstone Inc | +0.1% | NEW | 新建倉 |
| 24 | AB | Alliancebernstein Holding LP | +0.1% | +28.32% | 加碼 |
| 25 | WHR | Whirlpool CORP | +0.1% | +27.19% | 加碼 |
| 26 | NFLX | Netflix Inc | +0.1% | -3.70% | 減碼 |
| 27 | CCJ | Cameco CORP | +0.1% | -2.58% | 減碼 |
| 28 | CNH | CNH Industrial N.V. | +0.1% | +30.45% | 加碼 |
| 29 | SPG | Simon Property Group Inc | +0.1% | +23.99% | 加碼 |
| 30 | BRX | Brixmor Property Group Inc | +0.1% | +26.20% | 加碼 |
| 31 | IBM | Intl Business Machines CORP | +0.1% | +2.69% | 加碼 |
| 32 | PECO | Phillips Edison & Company In | +0.1% | +26.86% | 加碼 |
| 33 | FANG | Diamondback Energy Inc | +0.1% | +33.63% | 加碼 |
| 34 | TAK | Takeda Pharmaceutic-sp Adr | +0.1% | +37.71% | 加碼 |
| 35 | STLA | Stellantis N.V. | +0.1% | +38.35% | 加碼 |
| 36 | FLR | Fluor CORP | +0.1% | -1.67% | 減碼 |
| 37 | NTR | Nutrien LTD | +0.1% | +33.03% | 加碼 |
| 38 | UPS | United Parcel Service-cl B | +0.1% | +32.43% | 加碼 |
| 39 | GOOG | Alphabet Inc-cl C | 0% | -3.53% | 減碼 |
| 40 | AEP | American Electric Power | 0% | +30.76% | 加碼 |
| 41 | VZ | Verizon Communications Inc | 0% | +30.91% | 加碼 |
| 42 | ✓ | Arcadium Lithium PLC | 0% | — | 不變 |
| 43 | DVN | Devon Energy CORP | 0% | +39.05% | 加碼 |
| 44 | BMY | Bristol-myers Squibb Co | 0% | -0.52% | 減碼 |
| 45 | TTEN | Totalenergies Se -spon Adr | 0% | +34.57% | 加碼 |
| 46 | RIO | Rio Tinto Plc-spon Adr | 0% | +34.93% | 加碼 |
| 47 | MRK | Merck & Co. Inc. | 0% | +23.13% | 加碼 |
| 48 | PFE | Pfizer Inc | 0% | +15.98% | 加碼 |
| 49 | AMZN | Amazon.com Inc | 0% | — | 不變 |
| 50 | BBY | Best Buy Co Inc | 0% | +33.02% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，American Trust Investment Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.0億，共申報了 109 個公開持股部位。
在 Q4 2024 季度，American Trust Investment Advisors, LLC 按市值排列的前三大核心持股分別為：BRK-B (6.4%)、AAPL (4.7%)、CEG (3.3%)。其中最大持股部位 BRK-B 佔據整體投資組合約 6.4% 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
CAG
市值: US$538.3萬
本季最大獲利了結 / 清倉標的
TGT
前期市值: US$558.8萬
在 Q4 2024 季度中，American Trust Investment Advisors, LLC 共進行了 89 項持倉異動，包含新建倉 7 個部位、加碼 57 個部位、減碼 18 個部位以及清倉 7 個部位。 其中最大新建倉標的為 CAG。 本季清倉部位包含 TGT。
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。