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: 0001599950
申報總市值
US$7322.6萬
US$7322.6萬
134 檔
60.6%
Q3 2024 季度申報顯示，Amica Retiree Medical Trust 揭露的美股組合總市值為 US$7322.6萬，涵蓋 134 個不同之權益投資部位。
在 Q3 2024，Amica Retiree Medical Trust 展現出較為審慎的避險與獲利了結姿態。本季共減碼 21 個部位並完全清倉 9 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Amica Retiree Medical Trust 的前 5 大持股（包含 IXUS, MSFT, AAPL）貢獻了組合市值的 60.6%，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 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 18.62% | — | +5761.74% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.60% | +1.16% | -16.31% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.21% | -0.43% | -9.96% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.40% | +2.74% | +842.41% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.99% | +0.13% | -23.97% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.39% | +0.22% | -18.15% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.20% | +0.94% | -26.03% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.99% | -0.39% | -5.76% | |
| 9 | PM | Philip Morris International | 股票-非循環性消費 | 1.56% | -0.38% | -17.14% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.49% | — | -8.39% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.42% | — | -14.71% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.40% | -0.70% | -22.26% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | -0.44% | -8.34% | |
| 14 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.35% | — | — | |
| 15 | PH | Parker Hannifin CORP | 股票-工業 | 1.33% | -0.01% | -32.61% | |
| 16 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 1.27% | -0.30% | -8.35% | |
| 17 | UNP | Union Pacific CORP | 股票-工業 | 1.26% | — | +14.56% | |
| 18 | PB | Prosperity Bancshares Inc | 股票-金融 | 1.11% | — | +382.15% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | — | -25.53% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.05% | +0.28% | -16.70% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.04% | -0.27% | -15.45% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | — | -5.75% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 0.98% | -0.01% | -17.70% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.98% | -0.27% | -40.28% | |
| 25 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.94% | — | +23.65% | |
| 26 | GD | General Dynamics CORP | 股票-工業 | 0.93% | +0.13% | — | |
| 27 | STE | STERIS plc | 股票-醫療保健 | 0.92% | — | +9.39% | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.89% | — | -5.74% | |
| 29 | MLM | Martin Marietta Materials | 股票-原物料 | 0.88% | -0.36% | -12.25% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.85% | -0.30% | -23.17% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 0.84% | +0.01% | -21.95% | |
| 32 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.81% | — | -5.75% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.80% | +0.26% | +85.51% | |
| 34 | KLAC | Kla CORP | 股票-科技 | 0.79% | +0.22% | -13.51% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.78% | — | -10.32% | |
| 36 | AXP | American Express Co | 股票-金融 | 0.77% | — | -36.29% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.74% | — | +2.55% | |
| 38 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.72% | — | +106.19% | |
| 39 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 0.68% | -0.64% | -20.45% | |
| 40 | RTX | Rtx CORP | 股票-工業 | 0.66% | +0.10% | -27.62% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.66% | -0.38% | EXIT | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.65% | — | -5.75% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.62% | +0.08% | -5.75% | |
| 44 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 0.61% | -0.26% | +40.95% | |
| 45 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.57% | — | +48.59% | |
| 46 | SRE | Sempra | 股票-公用事業 | 0.57% | — | -29.70% | |
| 47 | ENTG | Entegris Inc | 股票-科技 | 0.56% | — | — | |
| 48 | TSLA | Tesla Inc | 股票-循環性消費 | 0.56% | -0.16% | -33.01% | |
| 49 | APH | Amphenol Corp-cl A | 股票-科技 | 0.54% | +0.51% | +88.48% | |
| 50 | TYL | Tyler Technologies Inc | 股票-科技 | 0.54% | — | -5.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | +18.3% | +5761.74% | 加碼 |
| 2 | NVDA | Nvidia CORP | +2% | +842.41% | 加碼 |
| 3 | XLRE | Ss Real Estate Select Sector | +1.4% | NEW | 新建倉 |
| 4 | GD | General Dynamics CORP | +0.9% | NEW | 新建倉 |
| 5 | PB | Prosperity Bancshares Inc | +0.9% | +382.15% | 加碼 |
| 6 | ENTG | Entegris Inc | +0.6% | NEW | 新建倉 |
| 7 | IWM | Ishares Russell 2000 ETF | +0.5% | NEW | 新建倉 |
| 8 | ABNB | Airbnb Inc-class A | +0.4% | NEW | 新建倉 |
| 9 | LAZ | Lazard Inc | +0.4% | NEW | 新建倉 |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.4% | NEW | 新建倉 |
| 11 | AWK | American Water Works Co Inc | +0.4% | NEW | 新建倉 |
| 12 | JKHY | Jack Henry & Associates Inc | +0.3% | NEW | 新建倉 |
| 13 | HSY | Hershey Co/the | +0.3% | NEW | 新建倉 |
| 14 | MCD | Mcdonald's CORP | +0.3% | +85.51% | 加碼 |
| 15 | APD | Air Products & Chemicals Inc | +0.3% | +106.19% | 加碼 |
| 16 | UBER | Uber Technologies Inc | +0.3% | NEW | 新建倉 |
| 17 | XOP | Ss Spdr S&p Og Exp & Prod | +0.3% | NEW | 新建倉 |
| 18 | META | Meta Platforms Inc-class A | +0.2% | -18.15% | 減碼 |
| 19 | ABBV | Abbvie Inc | +0.2% | +48.59% | 加碼 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -16.70% | 減碼 |
| 21 | KLAC | Kla CORP | 0% | -13.51% | 減碼 |
| 22 | LLY | Eli Lilly & Co | 0% | -14.71% | 減碼 |
| 23 | UNP | Union Pacific CORP | 0% | +14.56% | 加碼 |
| 24 | CCK | Crown Holdings Inc | -0.1% | +23.65% | 加碼 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -5.76% | 減碼 |
| 26 | EQIX | Equinix Inc | -0.4% | EXIT | 清倉 |
| 27 | ES | Eversource Energy | -0.4% | -82.20% | 減碼 |
| 28 | DIS | Walt Disney Co/the | -0.4% | EXIT | 清倉 |
| 29 | PLD | Prologis Inc | -0.5% | EXIT | 清倉 |
| 30 | IEO | Ishares U.s. Oil & Gas Explo | -0.5% | -38.44% | 減碼 |
| 31 | ICLR | ICON Public Limited Company | -0.5% | -49.56% | 減碼 |
| 32 | CMS | Cms Energy CORP | -0.5% | -87.92% | 減碼 |
| 33 | LAZ | Lazard, Inc. | -0.5% | EXIT | 清倉 |
| 34 | EVRG | Evergy Inc | -0.6% | -88.11% | 減碼 |
| 35 | TSLA | Tesla Inc | -0.6% | -33.01% | 減碼 |
| 36 | ✓ | -0.6% | EXIT | 清倉 | |
| 37 | HLT | Hilton Worldwide Holdings In | -0.6% | EXIT | 清倉 |
| 38 | SHW | Sherwin-williams Co/the | -0.7% | EXIT | 清倉 |
| 39 | COST | Costco Wholesale CORP | -0.7% | EXIT | 清倉 |
| 40 | CRM | Salesforce Inc | -0.7% | -40.28% | 減碼 |
| 41 | JPM | Jpmorgan Chase & Co | -0.8% | -65.30% | 減碼 |
| 42 | AAPL | Apple Inc | -0.8% | -9.96% | 減碼 |
| 43 | AMZN | Amazon.com Inc | -0.8% | -23.97% | 減碼 |
| 44 | JNJ | Johnson & Johnson | -0.9% | -25.53% | 減碼 |
| 45 | UPS | United Parcel Service-cl B | -0.9% | -55.49% | 減碼 |
| 46 | CHTR | Charter Communications Inc-a | -1% | -20.45% | 減碼 |
| 47 | MTCH | Match Group Inc | -1% | EXIT | 清倉 |
| 48 | ABT | Abbott Laboratories | -1.1% | -74.05% | 減碼 |
| 49 | NKE | Nike Inc -cl B | -1.2% | -63.97% | 減碼 |
| 50 | MSFT | Microsoft CORP | -1.4% | -16.31% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Amica Retiree Medical Trust 在 Q3 2024 季度的美股持倉總市值約為 US$7322.6萬，共申報了 134 個公開持股部位。
在 Q3 2024 季度，Amica Retiree Medical Trust 按市值排列的前三大核心持股分別為：IXUS (18.6%)、MSFT (5.6%)、AAPL (5.2%)。其中最大持股部位 IXUS 佔據整體投資組合約 18.6% 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
XLRE
市值: US$162.3萬
本季最大獲利了結 / 清倉標的
MTCH
前期市值: US$85.7萬
在 Q3 2024 季度中，Amica Retiree Medical Trust 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 8 個部位、減碼 21 個部位以及清倉 9 個部位。 其中最大新建倉標的為 XLRE。 本季清倉部位包含 MTCH。
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。