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: 0000820027
申報總市值
US$4946.9億
US$4946.9億
3911 檔
10.7%
在 Q3 2024 的 13F 官方備案中，Ameriprise Financial Inc 管理的美股投資組合規模來到 US$4946.9億，整體持股檔數為 3911 檔。
Q3 2024 數據顯示 Ameriprise Financial Inc 積極進場，新開立 5 個部位並同步加碼 119 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 MSFT, NVDA, AAPL）累計市值佔比達 10.7%，是驅動 Ameriprise Financial Inc 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 3911 檔）
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 3.88% | -0.46% | +1.79% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.19% | -0.01% | +0.13% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.91% | +0.27% | -5.80% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.04% | -0.11% | +3.94% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.53% | +0.12% | -4.90% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.34% | -0.14% | -4.32% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.26% | +0.14% | +924.95% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | -0.02% | -1.76% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.01% | +0.14% | -2.55% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | +0.09% | -13.54% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | -0.35% | +0.42% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.73% | -0.08% | +2.00% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.70% | +0.03% | -1.49% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | — | +10.92% | |
| 15 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.69% | — | +6.19% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.69% | +0.16% | +21.37% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 0.67% | -0.18% | -4.38% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | +0.09% | -3.33% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | -0.03% | -1.45% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.64% | — | -1.14% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.62% | -0.16% | -3.53% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.09% | -0.70% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | +0.02% | +7.79% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 0.59% | -0.02% | -1.53% | |
| 25 | UNP | Union Pacific CORP | 股票-工業 | 0.56% | -0.04% | +6.86% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.55% | +0.10% | +0.77% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.11% | -1.01% | |
| 28 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.50% | +0.01% | -0.13% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.50% | — | +3.25% | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.48% | -0.12% | -7.79% | |
| 31 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.48% | -0.03% | +5.62% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.47% | +0.01% | -7.80% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.47% | +0.10% | +10.39% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.46% | -0.07% | -11.98% | |
| 35 | HON | Honeywell International Inc | 股票-工業 | 0.44% | -0.31% | EXIT | |
| 36 | LIN | Linde plc | 股票-原物料 | 0.44% | -0.03% | +4.06% | |
| 37 | BLKCHF | Blackrock Inc | 股票-其他 | 0.43% | — | +6.36% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.43% | -0.02% | +0.21% | |
| 39 | EBAY | Ebay Inc | 股票-循環性消費 | 0.42% | -0.06% | -2.39% | |
| 40 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.40% | -0.04% | +8.70% | |
| 41 | AMAT | Applied Materials Inc | 股票-科技 | 0.40% | +0.22% | -9.20% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | — | -5.45% | |
| 43 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.39% | -0.03% | -0.02% | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 0.39% | -0.12% | +0.59% | |
| 45 | TSLA | Tesla Inc | 股票-循環性消費 | 0.39% | -0.04% | +21.99% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.39% | -0.04% | -10.45% | |
| 47 | ADI | Analog Devices Inc | 股票-科技 | 0.37% | -0.03% | -3.12% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.37% | -0.13% | +19.71% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.37% | -0.02% | -1.86% | |
| 50 | PH | Parker Hannifin CORP | 股票-工業 | 0.36% | -0.03% | -9.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TEL | TE Connectivity plc | +0.2% | NEW | 新建倉 |
| 2 | UNH | Unitedhealth Group Inc | +0.2% | +21.37% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.1% | +21.99% | 加碼 |
| 4 | SW | Smurfit Westrock Plc | +0.1% | NEW | 新建倉 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.1% | +65.48% | 加碼 |
| 6 | DIS | Walt Disney Co/the | +0.1% | +42.72% | 加碼 |
| 7 | BLKCHF | Blackrock Inc | +0.1% | +6.36% | 加碼 |
| 8 | HPE | Hewlett Packard Enterprise | +0.1% | +358.73% | 加碼 |
| 9 | EPAM | Epam Systems Inc | +0.1% | +4142.24% | 加碼 |
| 10 | CRM | Salesforce Inc | +0.1% | +19.71% | 加碼 |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | +66.55% | 加碼 |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | +13.61% | 加碼 |
| 13 | ETR | Entergy CORP | +0.1% | +16.01% | 加碼 |
| 14 | XLK | Ss Technology Select Sector | +0.1% | +30.52% | 加碼 |
| 15 | MDLZ | Mondelez International Inc-a | +0.1% | +11.20% | 加碼 |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +2.38% | 加碼 |
| 17 | ORCL | Oracle CORP | +0.1% | +3.59% | 加碼 |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +54.13% | 加碼 |
| 19 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +621.01% | 加碼 |
| 20 | AVGO | Broadcom Inc | +0.1% | +924.95% | 加碼 |
| 21 | ABBV | Abbvie Inc | +0.1% | -1.49% | 減碼 |
| 22 | WMT | Walmart Inc | +0.1% | -4.38% | 減碼 |
| 23 | HD | Home Depot Inc | +0.1% | -1.53% | 減碼 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +10.92% | 加碼 |
| 25 | UNP | Union Pacific CORP | +0.1% | +6.86% | 加碼 |
| 26 | ABT | Abbott Laboratories | +0.1% | +13.19% | 加碼 |
| 27 | IBM | Intl Business Machines CORP | +0.1% | -5.45% | 減碼 |
| 28 | VCIT | Vanguard Int-term Corporate | +0.1% | +36.19% | 加碼 |
| 29 | GPN | Global Payments Inc | +0.1% | +34.03% | 加碼 |
| 30 | MTCH | Match Group Inc | +0.1% | +172.04% | 加碼 |
| 31 | BNY | Bank Of New York Mellon CORP | +0.1% | +13.15% | 加碼 |
| 32 | EXK | Exact Sciences CORP | +0.1% | +104.33% | 加碼 |
| 33 | ETN | Eaton Corporation plc | +0.1% | +26.16% | 加碼 |
| 34 | ILMN | Illumina Inc | +0.1% | +413.04% | 加碼 |
| 35 | ODFL | Old Dominion Freight Line | +0.1% | +444.77% | 加碼 |
| 36 | MMM | 3m Co | +0.1% | +93.53% | 加碼 |
| 37 | META | Meta Platforms Inc-class A | 0% | -4.32% | 減碼 |
| 38 | EBAY | Ebay Inc | 0% | -2.39% | 減碼 |
| 39 | IEF | Ishares 7-10 Year Treasury B | 0% | +16.22% | 加碼 |
| 40 | TJX | Tjx Companies Inc | 0% | +8.70% | 加碼 |
| 41 | SHW | Sherwin-williams Co/the | 0% | +22.01% | 加碼 |
| 42 | PHM | Pultegroup Inc | 0% | +30.96% | 加碼 |
| 43 | VGLT | Vanguard Long-term Treasury | 0% | +15.69% | 加碼 |
| 44 | EL | Estee Lauder Companies-cl A | 0% | +1104.15% | 加碼 |
| 45 | SRE | Sempra | 0% | +230.22% | 加碼 |
| 46 | MA | Mastercard Inc - A | 0% | -1.14% | 減碼 |
| 47 | LIN | Linde plc | 0% | +4.06% | 加碼 |
| 48 | MRSH | Marsh & Mclennan Cos | 0% | +5.62% | 加碼 |
| 49 | CSCO | Cisco Systems Inc | 0% | -1.01% | 減碼 |
| 50 | RTX | Rtx CORP | 0% | +1.84% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ameriprise Financial Inc 在 Q3 2024 季度的美股持倉總市值約為 US$4946.9億，共申報了 3911 個公開持股部位。
在 Q3 2024 季度，Ameriprise Financial Inc 按市值排列的前三大核心持股分別為：MSFT (3.9%)、NVDA (3.2%)、AAPL (2.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.9% 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
TEL
市值: US$7.6億
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$9.4億
在 Q3 2024 季度中，Ameriprise Financial Inc 共進行了 200 項持倉異動，包含新建倉 5 個部位、加碼 119 個部位、減碼 74 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 TEL。
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。