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: 0001055290
申報總市值
US$16.3億
US$16.3億
253 檔
17.0%
在 Q4 2024 的 13F 官方備案中，Appleton Partners Inc/ma 管理的美股投資組合規模來到 US$16.3億，整體持股檔數為 253 檔。
數據顯示 Appleton Partners Inc/ma 於 Q4 2024 季度持續回收資金，對 32 個既有部位進行裁減並清倉 4 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Appleton Partners Inc/ma 的前 5 大核心持股（包含 AAPL, MSFT, GSLC 等）合計佔整體申報市值的 17.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 253 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 | AAPL | Apple Inc | 股票-科技 | 6.71% | -0.11% | -5.00% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.73% | -0.42% | +0.20% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 3.72% | — | -2.00% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.29% | +0.06% | +198.22% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.03% | -0.02% | -4.22% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.78% | +0.05% | -5.99% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.53% | -0.10% | -4.56% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.17% | +0.21% | -3.70% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.09% | -0.02% | -6.08% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.84% | -0.22% | -14.75% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 1.79% | -0.11% | -5.47% | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 1.62% | -0.44% | +1.14% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 1.42% | +0.06% | -2.97% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.39% | -0.12% | -1.35% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.38% | +0.25% | -2.13% | |
| 16 | GEV | GE Vernova Inc | 股票-工業 | 1.26% | +0.22% | -3.43% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 1.23% | -0.44% | -4.65% | |
| 18 | BX | Blackstone Inc | 股票-金融 | 1.22% | -0.07% | -4.50% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.18% | +0.01% | +101.81% | |
| 20 | ICE | Intercontinental Exchange In | 股票-金融 | 1.16% | -0.32% | -1.38% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.14% | -0.18% | +3.75% | |
| 22 | INTU | Intuit Inc | 股票-科技 | 1.13% | -0.12% | -0.28% | |
| 23 | MRVL | Marvell Technology Inc | 股票-科技 | 1.11% | -0.01% | EXIT | |
| 24 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 1.08% | -0.05% | +0.34% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.07% | -0.10% | +4.89% | |
| 26 | EQIX | Equinix Inc | 股票-房地產 | 1.05% | -0.02% | -2.31% | |
| 27 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.02% | — | -3.23% | |
| 28 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.01% | — | -0.37% | |
| 29 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.99% | — | +109.55% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.98% | -0.01% | -2.64% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.97% | +0.05% | +2.22% | |
| 32 | MU | Micron Technology Inc | 股票-科技 | 0.95% | +3.25% | -1.82% | |
| 33 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.92% | — | -4.19% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | — | -5.57% | |
| 35 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.90% | -0.13% | +0.59% | |
| 36 | DHR | Danaher CORP | 股票-醫療保健 | 0.87% | -0.11% | -0.27% | |
| 37 | ROP | Roper Technologies Inc | 股票-科技 | 0.87% | -0.02% | +2.17% | |
| 38 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.87% | -0.03% | +2.09% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | +0.09% | +5.30% | |
| 40 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.86% | -0.01% | -7.42% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.83% | +0.04% | +102.37% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.81% | -0.14% | -5.11% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.81% | -0.08% | -10.21% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.80% | -0.12% | -15.82% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.79% | +0.01% | -4.72% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.78% | +0.06% | -2.29% | |
| 47 | SYK | Stryker CORP | 股票-醫療保健 | 0.78% | -0.06% | +5.03% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.74% | +0.01% | +0.14% | |
| 49 | NOC | Northrop Grumman CORP | 股票-工業 | 0.72% | -0.04% | -4.84% | |
| 50 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.68% | +0.14% | +4.73% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | +1.1% | NEW | 新建倉 |
| 2 | EVR | Evercore Inc - A | +0.6% | NEW | 新建倉 |
| 3 | AVGO | Broadcom Inc | +0.6% | -5.99% | 減碼 |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.5% | +109.55% | 加碼 |
| 5 | CW | Curtiss-wright CORP | +0.4% | NEW | 新建倉 |
| 6 | AMZN | Amazon.com Inc | +0.4% | -4.22% | 減碼 |
| 7 | GEV | GE Vernova Inc | +0.3% | -3.43% | 減碼 |
| 8 | MS | Morgan Stanley | +0.2% | -2.97% | 減碼 |
| 9 | NFLX | Netflix Inc | +0.2% | -4.65% | 減碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -4.56% | 減碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -3.70% | 減碼 |
| 12 | TEL | TE Connectivity plc | +0.2% | NEW | 新建倉 |
| 13 | V | Visa Inc-class A Shares | +0.2% | -6.08% | 減碼 |
| 14 | AAPL | Apple Inc | +0.2% | -5.00% | 減碼 |
| 15 | 6D8 | Dupont De Nemours Inc | +0.2% | NEW | 新建倉 |
| 16 | NVDA | Nvidia CORP | +0.1% | +5.30% | 加碼 |
| 17 | MUB | Ishares National Muni Bond E | +0.1% | +352.80% | 加碼 |
| 18 | ROL | Rollins Inc | +0.1% | +129.13% | 加碼 |
| 19 | BX | Blackstone Inc | +0.1% | -4.50% | 減碼 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.29% | 減碼 |
| 21 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +4.73% | 加碼 |
| 22 | IBB | Ishares Biotechnology ETF | -0.1% | +0.14% | 加碼 |
| 23 | GSIE | Goldman Sachs Activebeta Int | -0.1% | +0.34% | 加碼 |
| 24 | SHW | Sherwin-williams Co/the | -0.1% | +2.09% | 加碼 |
| 25 | PEP | Pepsico Inc | -0.1% | -3.48% | 減碼 |
| 26 | AMT | American Tower CORP | -0.1% | -0.51% | 減碼 |
| 27 | AMGN | Amgen Inc | -0.1% | -5.65% | 減碼 |
| 28 | ICE | Intercontinental Exchange In | -0.1% | -1.38% | 減碼 |
| 29 | DOW | Dow Inc | -0.1% | EXIT | 清倉 |
| 30 | SCHF | Schwab Intl Equity ETF | -0.1% | +101.81% | 加碼 |
| 31 | COST | Costco Wholesale CORP | -0.1% | -15.82% | 減碼 |
| 32 | INVH | Invitation Homes Inc | -0.1% | EXIT | 清倉 |
| 33 | NOC | Northrop Grumman CORP | -0.1% | -4.84% | 減碼 |
| 34 | LVMUY | Lvmh Moet Hennessy-unsp Adr | -0.1% | -13.50% | 減碼 |
| 35 | LMT | Lockheed Martin CORP | -0.1% | -0.36% | 減碼 |
| 36 | HSY | Hershey Co/the | -0.1% | -23.37% | 減碼 |
| 37 | JNJ | Johnson & Johnson | -0.1% | -9.65% | 減碼 |
| 38 | MRK | Merck & Co. Inc. | -0.2% | -4.72% | 減碼 |
| 39 | HD | Home Depot Inc | -0.2% | -5.47% | 減碼 |
| 40 | TEL | TE Connectivity plc | -0.2% | EXIT | 清倉 |
| 41 | DHR | Danaher CORP | -0.2% | -0.27% | 減碼 |
| 42 | MU | Micron Technology Inc | -0.2% | -1.82% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | -2.13% | 減碼 |
| 44 | ZTS | Zoetis Inc | -0.2% | -3.23% | 減碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.3% | -1.35% | 減碼 |
| 46 | JPST | Jpmorgan Ultra-short Income | -0.3% | -14.75% | 減碼 |
| 47 | HERO | Global X Video Games& Esport | -0.4% | -93.87% | 減碼 |
| 48 | IQV | Iqvia Holdings Inc | -0.5% | -95.23% | 減碼 |
| 49 | CP | Canadian Pacific Kansas City | -0.6% | EXIT | 清倉 |
| 50 | STZ | Constellation Brands Inc-a | -0.6% | -95.46% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Appleton Partners Inc/ma 在 Q4 2024 季度的美股持倉總市值約為 US$16.3億，共申報了 253 個公開持股部位。
在 Q4 2024 季度，Appleton Partners Inc/ma 按市值排列的前三大核心持股分別為：AAPL (6.7%)、MSFT (3.7%)、GSLC (3.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.7% 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
MRVL
市值: US$1507.6萬
本季最大獲利了結 / 清倉標的
CP
前期市值: US$767.0萬
在 Q4 2024 季度中，Appleton Partners Inc/ma 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 9 個部位、減碼 32 個部位以及清倉 4 個部位。 其中最大新建倉標的為 MRVL。 本季清倉部位包含 CP。
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。