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
135 檔
52.2%
在 Q4 2024 的 13F 官方備案中，Amica Retiree Medical Trust 管理的美股投資組合規模來到 US$7322.6萬，整體持股檔數為 135 檔。
數據顯示 Amica Retiree Medical Trust 於 Q4 2024 季度持續回收資金，對 40 個既有部位進行裁減並清倉 5 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 IXUS, AAPL, MSFT）累計市值佔比達 52.2%，是驅動 Amica Retiree Medical Trust 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 16.53% | — | -14.56% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.71% | -0.43% | -10.65% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.60% | +1.16% | -10.47% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.68% | +2.74% | -15.79% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.70% | +0.13% | -7.99% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.56% | +0.22% | -7.98% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.50% | +0.94% | -12.65% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.06% | -0.39% | -7.97% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 1.67% | — | -8.00% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.66% | -0.44% | -7.97% | |
| 11 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 1.46% | -0.30% | -7.07% | |
| 12 | PM | Philip Morris International | 股票-非循環性消費 | 1.46% | -0.38% | -17.30% | |
| 13 | PH | Parker Hannifin CORP | 股票-工業 | 1.40% | -0.01% | -7.98% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.27% | -0.70% | -7.97% | |
| 15 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.27% | — | -9.42% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 1.25% | -0.27% | -8.04% | |
| 17 | UNP | Union Pacific CORP | 股票-工業 | 1.23% | — | -7.98% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.18% | +0.28% | -13.89% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.16% | — | -17.88% | |
| 20 | PB | Prosperity Bancshares Inc | 股票-金融 | 1.10% | — | -16.60% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.06% | -0.27% | -7.99% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | — | -7.96% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | — | -11.45% | |
| 24 | ENTG | Entegris Inc | 股票-科技 | 0.95% | — | +68.77% | |
| 25 | INTU | Intuit Inc | 股票-科技 | 0.89% | -0.01% | -21.24% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.89% | — | -8.05% | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.89% | -0.30% | -8.01% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 0.87% | — | -13.97% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.86% | -0.16% | -11.82% | |
| 30 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.86% | — | -6.47% | |
| 31 | GD | General Dynamics CORP | 股票-工業 | 0.85% | +0.13% | -8.00% | |
| 32 | STE | STERIS plc | 股票-醫療保健 | 0.83% | — | -6.61% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.79% | — | -8.04% | |
| 34 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 0.75% | -0.64% | -7.96% | |
| 35 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.75% | — | -7.98% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | +0.08% | -8.00% | |
| 37 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.73% | — | -7.97% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.73% | +0.01% | -16.21% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.70% | — | -7.99% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.69% | +0.26% | -20.73% | |
| 41 | KLAC | Kla CORP | 股票-科技 | 0.67% | +0.22% | -7.93% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.67% | — | -8.02% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.67% | +0.10% | -8.00% | |
| 44 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 0.64% | -0.26% | -6.13% | |
| 45 | BLK | Blackrock Inc | 股票-金融 | 0.63% | — | — | |
| 46 | SRE | Sempra | 股票-公用事業 | 0.62% | — | -8.00% | |
| 47 | APH | Amphenol Corp-cl A | 股票-科技 | 0.61% | +0.51% | -7.97% | |
| 48 | GOLF | Acushnet Holdings CORP | 股票-其他 | 0.57% | — | -5.12% | |
| 49 | MLM | Martin Marietta Materials | 股票-原物料 | 0.54% | -0.36% | -43.96% | |
| 50 | TYL | Tyler Technologies Inc | 股票-科技 | 0.54% | — | -10.89% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.7% | -7.99% | 減碼 |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | 新建倉 |
| 3 | AAPL | Apple Inc | +0.5% | -10.65% | 減碼 |
| 4 | LRCX | Lam Research CORP | +0.5% | NEW | 新建倉 |
| 5 | ENTG | Entegris Inc | +0.4% | +68.77% | 加碼 |
| 6 | APTV | Aptiv PLC | +0.3% | NEW | 新建倉 |
| 7 | TSLA | Tesla Inc | +0.3% | -11.82% | 減碼 |
| 8 | NVDA | Nvidia CORP | +0.3% | -15.79% | 減碼 |
| 9 | CRM | Salesforce Inc | +0.3% | -8.04% | 減碼 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | -7.98% | 減碼 |
| 11 | PFE | Pfizer Inc | +0.2% | +53.54% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -7.97% | 減碼 |
| 13 | PH | Parker Hannifin CORP | +0.1% | -7.98% | 減碼 |
| 14 | PG | Procter & Gamble Co/the | 0% | -7.99% | 減碼 |
| 15 | RTX | Rtx CORP | 0% | -8.00% | 減碼 |
| 16 | MSFT | Microsoft CORP | — | -10.47% | 減碼 |
| 17 | PB | Prosperity Bancshares Inc | 0% | -16.60% | 減碼 |
| 18 | UNP | Union Pacific CORP | 0% | -7.98% | 減碼 |
| 19 | XOM | Exxon Mobil CORP | 0% | -7.96% | 減碼 |
| 20 | ABBV | Abbvie Inc | 0% | -7.97% | 減碼 |
| 21 | AWK | American Water Works Co Inc | 0% | -7.98% | 減碼 |
| 22 | ALC | Alcon Inc. | -0.1% | -8.00% | 減碼 |
| 23 | OTIS | Otis Worldwide CORP | -0.1% | -7.98% | 減碼 |
| 24 | DHR | Danaher CORP | -0.1% | -8.00% | 減碼 |
| 25 | AMT | American Tower CORP | -0.1% | -7.96% | 減碼 |
| 26 | XLRE | Ss Real Estate Select Sector | -0.1% | -9.42% | 減碼 |
| 27 | GD | General Dynamics CORP | -0.1% | -8.00% | 減碼 |
| 28 | CCK | Crown Holdings Inc | -0.1% | -6.47% | 減碼 |
| 29 | NEE | Nextera Energy Inc | -0.1% | -7.99% | 減碼 |
| 30 | INTU | Intuit Inc | -0.1% | -21.24% | 減碼 |
| 31 | STE | STERIS plc | -0.1% | -6.61% | 減碼 |
| 32 | REGN | Regeneron Pharmaceuticals | -0.1% | -7.89% | 減碼 |
| 33 | PM | Philip Morris International | -0.1% | -17.30% | 減碼 |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.1% | -8.04% | 減碼 |
| 35 | JNJ | Johnson & Johnson | -0.1% | -11.45% | 減碼 |
| 36 | TXN | Texas Instruments Inc | -0.1% | -16.21% | 減碼 |
| 37 | MCD | Mcdonald's CORP | -0.1% | -20.73% | 減碼 |
| 38 | LAZ | Lazard Inc | -0.1% | -36.18% | 減碼 |
| 39 | ARE | Alexandria Real Estate Equit | -0.1% | EXIT | 清倉 |
| 40 | KLAC | Kla CORP | -0.1% | -7.93% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -7.97% | 減碼 |
| 42 | IWM | Ishares Russell 2000 ETF | -0.2% | -49.11% | 減碼 |
| 43 | LLY | Eli Lilly & Co | -0.3% | -17.88% | 減碼 |
| 44 | KO | Coca-cola Co/the | -0.3% | -41.47% | 減碼 |
| 45 | ICLR | ICON Public Limited Company | -0.3% | EXIT | 清倉 |
| 46 | MLM | Martin Marietta Materials | -0.3% | -43.96% | 減碼 |
| 47 | APTV | Aptiv PLC | -0.4% | EXIT | 清倉 |
| 48 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清倉 |
| 49 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | 清倉 |
| 50 | IXUS | Ishares Core Intl Stock ETF | -2.1% | -14.56% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Amica Retiree Medical Trust 在 Q4 2024 季度的美股持倉總市值約為 US$7322.6萬，共申報了 135 個公開持股部位。
在 Q4 2024 季度，Amica Retiree Medical Trust 按市值排列的前三大核心持股分別為：IXUS (16.5%)、AAPL (5.7%)、MSFT (5.6%)。其中最大持股部位 IXUS 佔據整體投資組合約 16.5% 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
BLK
市值: US$66.3萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$63.2萬
在 Q4 2024 季度中，Amica Retiree Medical Trust 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 2 個部位、減碼 40 個部位以及清倉 5 個部位。 其中最大新建倉標的為 BLK。 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。