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
4043 檔
11.3%
Q4 2024 季度申報顯示，Ameriprise Financial Inc 揭露的美股組合總市值為 US$4946.9億，涵蓋 4043 個不同之權益投資部位。
Ameriprise Financial Inc 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 121 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Ameriprise Financial Inc 的前 5 大持股（包含 MSFT, NVDA, AAPL）貢獻了組合市值的 11.3%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 4043 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 | 3.87% | -0.46% | +1.87% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.40% | -0.01% | -3.77% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.00% | +0.27% | -4.25% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.28% | -0.11% | -5.05% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.74% | +0.12% | -0.24% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.62% | +0.14% | -4.44% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.39% | -0.14% | +1.44% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.39% | -0.02% | -2.12% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.22% | +0.14% | +18.41% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | +0.09% | +1.30% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | -0.03% | -3.07% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 0.71% | -0.18% | -5.43% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.35% | -0.13% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 0.66% | — | -2.66% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.66% | -0.08% | -7.11% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | +0.02% | -0.60% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.65% | +0.10% | +16.56% | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 0.64% | +0.49% | — | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.62% | -0.16% | +1.28% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.61% | +0.16% | +2.20% | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 0.60% | -0.04% | -0.43% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.59% | +0.03% | -5.85% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | +0.09% | +2.25% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | — | -18.31% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.11% | -1.26% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.56% | -0.02% | -1.65% | |
| 27 | BLK | Blackrock Inc | 股票-金融 | 0.55% | -0.14% | — | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.53% | -0.07% | -7.31% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.51% | +0.01% | +5.75% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | -0.09% | -5.86% | |
| 31 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.48% | -0.12% | +12.03% | |
| 32 | HON | Honeywell International Inc | 股票-工業 | 0.48% | -0.31% | EXIT | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.48% | -0.04% | +75.40% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.47% | -0.06% | +59.86% | |
| 35 | UNP | Union Pacific CORP | 股票-工業 | 0.46% | -0.04% | -11.37% | |
| 36 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.45% | -0.03% | -0.59% | |
| 37 | EBAY | Ebay Inc | 股票-循環性消費 | 0.45% | -0.06% | +12.43% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | -0.02% | +6.30% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.41% | +0.07% | -2.04% | |
| 40 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.40% | -0.04% | -2.05% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.40% | -0.13% | -10.54% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.39% | -0.04% | -4.51% | |
| 43 | LIN | Linde plc | 股票-原物料 | 0.38% | -0.03% | -0.31% | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.37% | — | +0.67% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.37% | -0.13% | +6.47% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.37% | -0.09% | +12.68% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.36% | -0.08% | +0.38% | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.36% | — | -18.65% | |
| 49 | PH | Parker Hannifin CORP | 股票-工業 | 0.35% | -0.03% | -2.75% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.10% | -17.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.6% | NEW | 新建倉 |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | 新建倉 |
| 3 | AVGO | Broadcom Inc | +0.4% | -4.44% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.2% | -5.05% | 減碼 |
| 5 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.24% | 減碼 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +18.41% | 加碼 |
| 8 | TSLA | Tesla Inc | +0.2% | -0.43% | 減碼 |
| 9 | NVDA | Nvidia CORP | +0.2% | -3.77% | 減碼 |
| 10 | BMY | Bristol-myers Squibb Co | +0.2% | +59.86% | 加碼 |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.2% | +75.40% | 加碼 |
| 12 | V | Visa Inc-class A Shares | +0.2% | +1.30% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -2.12% | 減碼 |
| 14 | BA | Boeing Co/the | +0.1% | +81.84% | 加碼 |
| 15 | BE | Bloom Energy Corp- A | +0.1% | +4.27% | 加碼 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +16.56% | 加碼 |
| 17 | AAPL | Apple Inc | +0.1% | -4.25% | 減碼 |
| 18 | CSX | Csx CORP | +0.1% | +89.73% | 加碼 |
| 19 | WFC | Wells Fargo & Co | +0.1% | -7.31% | 減碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -3.07% | 減碼 |
| 21 | MS | Morgan Stanley | +0.1% | -2.04% | 減碼 |
| 22 | NOW | Servicenow Inc | +0.1% | +6.77% | 加碼 |
| 23 | BAC | Bank Of America CORP | +0.1% | -0.60% | 減碼 |
| 24 | ADP | Automatic Data Processing | +0.1% | +16.74% | 加碼 |
| 25 | XYZ | Block Inc | +0.1% | +15.04% | 加碼 |
| 26 | EPAM | Epam Systems Inc | +0.1% | +39.76% | 加碼 |
| 27 | CSCO | Cisco Systems Inc | +0.1% | -1.26% | 減碼 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +1.44% | 加碼 |
| 29 | LULU | Lululemon Athletica Inc | +0.1% | +128.16% | 加碼 |
| 30 | TPR | Tapestry Inc | +0.1% | +4.80% | 加碼 |
| 31 | SNPS | Synopsys Inc | +0.1% | +26.17% | 加碼 |
| 32 | CRWD | Crowdstrike Holdings Inc - A | 0% | +10.97% | 加碼 |
| 33 | ACN | Accenture plc | 0% | +12.68% | 加碼 |
| 34 | TGT | Target CORP | 0% | +61.19% | 加碼 |
| 35 | HON | Honeywell International Inc | 0% | -0.48% | 減碼 |
| 36 | WMT | Walmart Inc | 0% | -5.43% | 減碼 |
| 37 | FTI | TechnipFMC plc | 0% | +31.51% | 加碼 |
| 38 | TTWO | Take-two Interactive Softwre | 0% | +0.28% | 加碼 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.75% | 加碼 |
| 40 | NDAQ | Nasdaq Inc | 0% | +37.89% | 加碼 |
| 41 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +178.81% | 加碼 |
| 42 | OKTA | Okta Inc | 0% | +2135.65% | 加碼 |
| 43 | DIS | Walt Disney Co/the | 0% | -4.51% | 減碼 |
| 44 | MRVL | Marvell Technology Inc | 0% | -23.51% | 減碼 |
| 45 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +80.53% | 加碼 |
| 46 | EIX | Edison International | 0% | +149.31% | 加碼 |
| 47 | DELL | Dell Technologies -c | 0% | +224.45% | 加碼 |
| 48 | TEAM | Atlassian Corp-cl A | 0% | +446.42% | 加碼 |
| 49 | JGRO | Jpmorgan Active Growth ETF | 0% | +84.63% | 加碼 |
| 50 | CRM | Salesforce Inc | 0% | -10.54% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ameriprise Financial Inc 在 Q4 2024 季度的美股持倉總市值約為 US$4946.9億，共申報了 4043 個公開持股部位。
在 Q4 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 (3.4%)、AAPL (3.0%)。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
LRCX
市值: US$25.0億
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$26.8億
在 Q4 2024 季度中，Ameriprise Financial Inc 共進行了 200 項持倉異動，包含新建倉 4 個部位、加碼 75 個部位、減碼 118 個部位以及清倉 3 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
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。