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: 0001564835
申報總市值
US$1.8億
US$1.8億
155 檔
21.7%
在 Q3 2024 的 13F 官方備案中，Asahi Life Asset Management Co., LTD. 管理的美股投資組合規模來到 US$1.8億，整體持股檔數為 155 檔。
Q3 2024 數據顯示 Asahi Life Asset Management Co., LTD. 積極進場，新開立 28 個部位並同步加碼 10 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Asahi Life Asset Management Co., LTD. 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合計佔整體申報市值的 21.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 6.28% | -0.47% | +2.63% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.83% | -0.14% | +5.40% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.99% | -0.29% | +3.59% | |
| 4 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.80% | +0.29% | -2.12% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.38% | -0.05% | +2.97% | |
| 6 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.20% | +0.01% | +6.73% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 2.59% | -0.39% | +5.79% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.49% | +1.71% | +4.16% | |
| 9 | AMGN | Amgen Inc | 股票-醫療保健 | 2.24% | -0.30% | +6.78% | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 2.21% | +1.08% | -12.07% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.12% | -0.27% | -1.79% | |
| 12 | CRM | Salesforce Inc | 股票-科技 | 2.09% | -0.69% | +23.41% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.06% | -0.52% | +4.75% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.78% | -0.52% | +10.73% | |
| 15 | AXP | American Express Co | 股票-金融 | 1.73% | -0.20% | +20.74% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.72% | +0.02% | +8.75% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.70% | -0.27% | +45.07% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.59% | — | -7.64% | |
| 19 | HON | Honeywell International Inc | 股票-工業 | 1.52% | -1.31% | EXIT | |
| 20 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.32% | -0.08% | +6.90% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.25% | -0.45% | -9.56% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.19% | -0.29% | +21.85% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.16% | -0.91% | -9.34% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.10% | -0.14% | +5.54% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | -0.26% | +4.34% | |
| 26 | TSLA | Tesla Inc | 股票-循環性消費 | 0.95% | -0.03% | +5.10% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 0.91% | -0.69% | -15.33% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.89% | -0.04% | +53.34% | |
| 29 | BA | Boeing Co/the | 股票-工業 | 0.86% | +0.07% | +6.90% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.78% | +0.01% | +162.49% | |
| 31 | MMM | 3m Co | 股票-工業 | 0.77% | -0.05% | +6.90% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.77% | +0.47% | +647.71% | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 0.71% | -0.26% | +3.25% | |
| 34 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.71% | -0.68% | EXIT | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.68% | -0.08% | +32.70% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.59% | +0.05% | — | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | +0.01% | +6.10% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.50% | -0.48% | +87.23% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.50% | -0.01% | -22.94% | |
| 40 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.50% | -0.09% | +3.58% | |
| 41 | GE | General Electric | 股票-工業 | 0.49% | +0.24% | — | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.42% | -41.79% | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.44% | — | +57.88% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.44% | -0.03% | +10.32% | |
| 45 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.42% | +0.15% | +4.16% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.41% | -0.01% | +1.07% | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.40% | -0.48% | EXIT | |
| 48 | PFE | Pfizer Inc | 股票-醫療保健 | 0.40% | -0.09% | +11.52% | |
| 49 | PGR | Progressive CORP | 股票-金融 | 0.39% | — | +101.19% | |
| 50 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.35% | — | +15.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.7% | +45.07% | 加碼 |
| 2 | ORCL | Oracle CORP | +0.6% | NEW | 新建倉 |
| 3 | GE | General Electric | +0.5% | NEW | 新建倉 |
| 4 | CSCO | Cisco Systems Inc | +0.5% | +162.49% | 加碼 |
| 5 | PM | Philip Morris International | +0.4% | NEW | 新建倉 |
| 6 | LRCXEUR | Lam Research CORP | +0.4% | NEW | 新建倉 |
| 7 | AXP | American Express Co | +0.3% | +20.74% | 加碼 |
| 8 | BX | Blackstone Inc | +0.3% | NEW | 新建倉 |
| 9 | COP | Conocophillips | +0.3% | NEW | 新建倉 |
| 10 | UPS | United Parcel Service-cl B | +0.3% | NEW | 新建倉 |
| 11 | KLAC | Kla CORP | +0.3% | NEW | 新建倉 |
| 12 | MSI | Motorola Solutions Inc | +0.3% | NEW | 新建倉 |
| 13 | CMG | Chipotle Mexican Grill Inc | +0.3% | NEW | 新建倉 |
| 14 | KO | Coca-cola Co/the | +0.3% | +53.34% | 加碼 |
| 15 | MELI | Mercadolibre Inc | +0.3% | NEW | 新建倉 |
| 16 | KKR | Kkr & Co Inc | +0.3% | NEW | 新建倉 |
| 17 | COF | Capital One Financial CORP | +0.3% | NEW | 新建倉 |
| 18 | PEP | Pepsico Inc | +0.3% | NEW | 新建倉 |
| 19 | NEM | Newmont CORP | +0.3% | NEW | 新建倉 |
| 20 | CRM | Salesforce Inc | +0.3% | +23.41% | 加碼 |
| 21 | FDX | Fedex CORP | +0.3% | NEW | 新建倉 |
| 22 | EXPD | Expeditors Intl Wash Inc | +0.3% | NEW | 新建倉 |
| 23 | CMI | Cummins Inc | +0.3% | NEW | 新建倉 |
| 24 | D | Dominion Energy Inc | +0.3% | NEW | 新建倉 |
| 25 | SRE | Sempra | +0.3% | NEW | 新建倉 |
| 26 | WMB | Williams Cos Inc | +0.3% | NEW | 新建倉 |
| 27 | TRP | Tc Energy CORP | +0.3% | NEW | 新建倉 |
| 28 | ALNY | Alnylam Pharmaceuticals Inc | +0.3% | NEW | 新建倉 |
| 29 | FTNT | Fortinet Inc | +0.3% | NEW | 新建倉 |
| 30 | ED | Consolidated Edison Inc | +0.3% | NEW | 新建倉 |
| 31 | STZ | Constellation Brands Inc-a | +0.3% | NEW | 新建倉 |
| 32 | EXK | Exact Sciences CORP | +0.3% | NEW | 新建倉 |
| 33 | MCD | Mcdonald's CORP | +0.3% | +10.73% | 加碼 |
| 34 | LNG | Cheniere Energy Inc | +0.3% | NEW | 新建倉 |
| 35 | HD | Home Depot Inc | +0.2% | +5.79% | 加碼 |
| 36 | TSLA | Tesla Inc | +0.2% | +5.10% | 加碼 |
| 37 | AAPL | Apple Inc | +0.2% | +5.40% | 加碼 |
| 38 | GS | Goldman Sachs Group Inc | +0.1% | +6.73% | 加碼 |
| 39 | UNH | Unitedhealth Group Inc | 0% | -2.12% | 減碼 |
| 40 | MPWR | Monolithic Power Systems Inc | -0.3% | EXIT | 清倉 |
| 41 | KMB | Kimberly-clark CORP | -0.3% | EXIT | 清倉 |
| 42 | CNQ | Canadian Natural Resources | -0.3% | EXIT | 清倉 |
| 43 | APH | Amphenol Corp-cl A | -0.3% | EXIT | 清倉 |
| 44 | CL | Colgate-palmolive Co | -0.3% | EXIT | 清倉 |
| 45 | CI | THE Cigna Group | -0.3% | EXIT | 清倉 |
| 46 | ADI | Analog Devices Inc | -0.4% | EXIT | 清倉 |
| 47 | RY | Royal Bank Of Canada | -0.4% | EXIT | 清倉 |
| 48 | MU | Micron Technology Inc | -0.4% | EXIT | 清倉 |
| 49 | XOM | Exxon Mobil CORP | -0.4% | -41.79% | 減碼 |
| 50 | AMD | Advanced Micro Devices | -0.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Asahi Life Asset Management Co., LTD. 在 Q3 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 155 個公開持股部位。
在 Q3 2024 季度，Asahi Life Asset Management Co., LTD. 按市值排列的前三大核心持股分別為：MSFT (6.3%)、AAPL (5.8%)、NVDA (4.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.3% 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
ORCL
市值: US$97.5萬
本季最大獲利了結 / 清倉標的
AMD
前期市值: US$84.1萬
在 Q3 2024 季度中，Asahi Life Asset Management Co., LTD. 共進行了 50 項持倉異動，包含新建倉 28 個部位、加碼 10 個部位、減碼 2 個部位以及清倉 10 個部位。 其中最大新建倉標的為 ORCL。 本季清倉部位包含 AMD。
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。