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
163 檔
21.8%
截至 Q4 2024 季度末，Asahi Life Asset Management Co., LTD. 的美股持倉估值約為 US$1.8億，全數申報部位共有 163 檔。
在 Q4 2024，Asahi Life Asset Management Co., LTD. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 12 個部位並完全清倉 20 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Asahi Life Asset Management Co., LTD. 的前 5 大持股（包含 AAPL, MSFT, NVDA）貢獻了組合市值的 21.8%，形成該機構在 Q4 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 | AAPL | Apple Inc | 股票-科技 | 5.88% | -0.14% | -6.79% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.83% | -0.47% | -5.91% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.87% | -0.29% | +9.54% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.67% | -0.05% | -8.36% | |
| 5 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.22% | +0.29% | -2.86% | |
| 6 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.11% | +0.01% | -16.42% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 2.74% | -0.39% | +9.31% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.68% | +1.71% | -6.30% | |
| 9 | CRM | Salesforce Inc | 股票-科技 | 2.38% | -0.69% | -7.27% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.34% | -0.27% | -4.54% | |
| 11 | SHW | Sherwin-williams Co/the | 股票-原物料 | 2.12% | +0.10% | — | |
| 12 | CAT | Caterpillar Inc | 股票-工業 | 1.97% | +1.08% | -4.57% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.94% | -0.52% | -17.81% | |
| 14 | AMGN | Amgen Inc | 股票-醫療保健 | 1.74% | -0.30% | -4.16% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.72% | — | +5.07% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.61% | -0.20% | -15.51% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.59% | +0.02% | -5.27% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.58% | -0.52% | -7.87% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.44% | -0.27% | -15.70% | |
| 20 | HON | Honeywell International Inc | 股票-工業 | 1.41% | -1.31% | EXIT | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 1.39% | -0.03% | -5.35% | |
| 22 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.31% | -0.08% | -4.57% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.26% | -0.91% | +9.81% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.22% | +0.47% | +17.01% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.19% | -0.45% | +5.67% | |
| 26 | MMM | 3m Co | 股票-工業 | 0.99% | -0.05% | +33.96% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 0.97% | -0.69% | -5.98% | |
| 28 | BA | Boeing Co/the | 股票-工業 | 0.96% | +0.07% | -4.57% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | -0.26% | -7.75% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.66% | -0.29% | -37.49% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.63% | -0.04% | -18.40% | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 0.61% | +0.27% | +61.13% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.61% | +0.01% | -30.46% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.61% | -0.08% | -23.12% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.57% | -0.01% | +25.95% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.42% | +28.15% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.56% | -0.14% | -42.32% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | -0.26% | -31.66% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.52% | +0.05% | -10.49% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | -0.48% | -7.46% | |
| 41 | NOW | Servicenow Inc | 股票-科技 | 0.46% | — | — | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.43% | — | +115.49% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.43% | -0.02% | +23.00% | |
| 44 | INTU | Intuit Inc | 股票-科技 | 0.42% | +0.23% | NEW | |
| 45 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.41% | -0.09% | -4.57% | |
| 46 | GE | General Electric | 股票-工業 | 0.41% | +0.24% | -5.39% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.41% | -0.25% | — | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.39% | — | -1.18% | |
| 49 | SPGI | S&p Global Inc | 股票-金融 | 0.39% | — | +85.86% | |
| 50 | C | Citigroup Inc | 股票-金融 | 0.38% | -0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SHW | Sherwin-williams Co/the | +2.1% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +0.9% | +9.54% | 加碼 |
| 3 | NOW | Servicenow Inc | +0.5% | NEW | 新建倉 |
| 4 | AVGO | Broadcom Inc | +0.5% | +17.01% | 加碼 |
| 5 | TSLA | Tesla Inc | +0.4% | -5.35% | 減碼 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.4% | NEW | 新建倉 |
| 7 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 8 | LOW | Lowe's Cos Inc | +0.3% | NEW | 新建倉 |
| 9 | BMY | Bristol-myers Squibb Co | +0.3% | NEW | 新建倉 |
| 10 | CB | Chubb Limited | +0.3% | NEW | 新建倉 |
| 11 | TMUS | T-mobile US Inc | +0.3% | NEW | 新建倉 |
| 12 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | NEW | 新建倉 |
| 13 | GEV | GE Vernova Inc | +0.3% | NEW | 新建倉 |
| 14 | NFLX | Netflix Inc | +0.3% | +61.13% | 加碼 |
| 15 | MCO | Moody's CORP | +0.3% | NEW | 新建倉 |
| 16 | SHOP | Shopify Inc - Class A | +0.3% | NEW | 新建倉 |
| 17 | PYPL | Paypal Holdings Inc | +0.3% | NEW | 新建倉 |
| 18 | CRM | Salesforce Inc | +0.3% | -7.27% | 減碼 |
| 19 | AMZN | Amazon.com Inc | +0.3% | -8.36% | 減碼 |
| 20 | CEG | Constellation Energy | +0.3% | NEW | 新建倉 |
| 21 | CI | THE Cigna Group | +0.3% | NEW | 新建倉 |
| 22 | CAT | Caterpillar Inc | -0.2% | -4.57% | 減碼 |
| 23 | HWM | Howmet Aerospace Inc | -0.3% | EXIT | 清倉 |
| 24 | IBM | Intl Business Machines CORP | -0.3% | -15.70% | 減碼 |
| 25 | ED | Consolidated Edison Inc | -0.3% | EXIT | 清倉 |
| 26 | STZ | Constellation Brands Inc-a | -0.3% | EXIT | 清倉 |
| 27 | EXK | Exact Sciences CORP | -0.3% | EXIT | 清倉 |
| 28 | KO | Coca-cola Co/the | -0.3% | -18.40% | 減碼 |
| 29 | GM | General Motors Co | -0.3% | EXIT | 清倉 |
| 30 | EXPD | Expeditors Intl Wash Inc | -0.3% | EXIT | 清倉 |
| 31 | CMI | Cummins Inc | -0.3% | EXIT | 清倉 |
| 32 | EOG | Eog Resources Inc | -0.3% | EXIT | 清倉 |
| 33 | GD | General Dynamics CORP | -0.3% | EXIT | 清倉 |
| 34 | NOC | Northrop Grumman CORP | -0.3% | EXIT | 清倉 |
| 35 | COF | Capital One Financial CORP | -0.3% | EXIT | 清倉 |
| 36 | NEM | Newmont CORP | -0.3% | EXIT | 清倉 |
| 37 | KKR | Kkr & Co Inc | -0.3% | EXIT | 清倉 |
| 38 | DOW | Dow Inc | -0.3% | EXIT | 清倉 |
| 39 | KLAC | Kla CORP | -0.3% | EXIT | 清倉 |
| 40 | CMG | Chipotle Mexican Grill Inc | -0.3% | EXIT | 清倉 |
| 41 | MDLZ | Mondelez International Inc-a | -0.3% | EXIT | 清倉 |
| 42 | UPS | United Parcel Service-cl B | -0.3% | EXIT | 清倉 |
| 43 | LRCXEUR | Lam Research CORP | -0.4% | EXIT | 清倉 |
| 44 | WFC | Wells Fargo & Co | -0.4% | EXIT | 清倉 |
| 45 | MSFT | Microsoft CORP | -0.5% | -5.91% | 減碼 |
| 46 | VZ | Verizon Communications Inc | -0.5% | -65.69% | 減碼 |
| 47 | AMGN | Amgen Inc | -0.5% | -4.16% | 減碼 |
| 48 | MRK | Merck & Co. Inc. | -0.5% | -37.49% | 減碼 |
| 49 | LLY | Eli Lilly & Co | -0.5% | -42.32% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.6% | -2.86% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Asahi Life Asset Management Co., LTD. 在 Q4 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 163 個公開持股部位。
在 Q4 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：AAPL (5.9%)、MSFT (5.8%)、NVDA (4.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.9% 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
SHW
市值: US$347.6萬
本季最大獲利了結 / 清倉標的
WFC
前期市值: US$71.9萬
在 Q4 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 15 個部位、加碼 3 個部位、減碼 12 個部位以及清倉 20 個部位。 其中最大新建倉標的為 SHW。 本季清倉部位包含 WFC。
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。