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: 0001388168
申報總市值
US$3.7億
US$3.7億
206 檔
17.6%
在 Q4 2024 的 13F 官方備案中，Atlas Brown,Inc. 管理的美股投資組合規模來到 US$3.7億，整體持股檔數為 206 檔。
在 Q4 2024 期間，Atlas Brown,Inc. 展現了靈活的資產再平衡步調，透過出清 8 檔弱勢或達到目標價部位，將資金轉置於 7 檔新建倉標的之中。
在資產配置集中度方面，Atlas Brown,Inc. 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合計佔整體申報市值的 17.6%，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 206 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 | NVDA | Nvidia CORP | 股票-科技 | 7.04% | +0.09% | -2.14% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.46% | +0.01% | -0.31% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.24% | +1.13% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.42% | +0.04% | -1.43% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.04% | +0.01% | +3.28% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.04% | -0.03% | +0.23% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.86% | +0.06% | +0.04% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.85% | -0.13% | +0.63% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.75% | +0.01% | +0.93% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.71% | -0.17% | +0.24% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.66% | -2.16% | EXIT | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 1.63% | -0.05% | +0.19% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.49% | +0.03% | -0.11% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.46% | +0.01% | -0.31% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.45% | -0.24% | +4.87% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.42% | +0.09% | +2.98% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.37% | +0.14% | -0.01% | |
| 18 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.31% | -0.26% | +0.71% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.18% | -0.43% | +1.46% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.17% | -0.15% | +1.09% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.17% | +0.04% | -0.17% | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.17% | -0.22% | +0.47% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | -0.08% | +2.13% | |
| 24 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.02% | +0.12% | -0.58% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.98% | +0.06% | -0.03% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.92% | — | +0.48% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 0.85% | -0.01% | +0.08% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.82% | -0.04% | -1.50% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.81% | -0.09% | -1.09% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.80% | -0.14% | +0.10% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.79% | +0.08% | +3.15% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | — | +0.07% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.76% | -0.06% | -2.05% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.74% | -0.03% | -0.64% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.68% | -0.02% | -2.38% | |
| 36 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.67% | +0.13% | +1.62% | |
| 37 | CAT | Caterpillar Inc | 股票-工業 | 0.66% | +0.32% | +0.11% | |
| 38 | PFE | Pfizer Inc | 股票-醫療保健 | 0.66% | -0.17% | +3.85% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.64% | -0.10% | +0.02% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.05% | +0.06% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | +0.11% | +0.79% | |
| 42 | CMI | Cummins Inc | 股票-工業 | 0.62% | -0.23% | +147.41% | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.61% | -0.13% | +1.20% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.59% | +0.07% | -1.15% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | +0.02% | +4.28% | |
| 46 | NFLX | Netflix Inc | 股票-通訊服務 | 0.58% | -0.18% | -0.42% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | +0.80% | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.55% | -0.03% | +3.91% | |
| 49 | HUM | Humana Inc | 股票-醫療保健 | 0.55% | +0.10% | +0.60% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | +0.01% | +3.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | -2.14% | 減碼 |
| 2 | CMI | Cummins Inc | +0.4% | +147.41% | 加碼 |
| 3 | AAPL | Apple Inc | +0.4% | -0.31% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.3% | +3.28% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | +0.23% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -0.01% | 減碼 |
| 7 | CRM | Salesforce Inc | +0.1% | -1.09% | 減碼 |
| 8 | TSLA | Tesla Inc | +0.1% | +2.89% | 加碼 |
| 9 | GSST | Goldman Sachs Ultra Short Bo | +0.1% | NEW | 新建倉 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.15% | 加碼 |
| 11 | NFLX | Netflix Inc | +0.1% | -0.42% | 減碼 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 13 | AVGO | Broadcom Inc | +0.1% | NEW | 新建倉 |
| 14 | RLI | Rli CORP | +0.1% | NEW | 新建倉 |
| 15 | COST | Costco Wholesale CORP | +0.1% | +4.87% | 加碼 |
| 16 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -0.31% | 減碼 |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.11% | 減碼 |
| 18 | DIS | Walt Disney Co/the | +0.1% | -2.05% | 減碼 |
| 19 | BA | Boeing Co/the | +0.1% | +8.76% | 加碼 |
| 20 | FNCL | Fidelity Msci Financial Indx | +0.1% | NEW | 新建倉 |
| 21 | V | Visa Inc-class A Shares | +0.1% | +0.80% | 加碼 |
| 22 | NET | Cloudflare Inc - Class A | +0.1% | — | 不變 |
| 23 | BAC | Bank Of America CORP | +0.1% | +4.28% | 加碼 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | 新建倉 |
| 25 | MGMT | Ballast Small/mid Cap ETF | +0.1% | NEW | 新建倉 |
| 26 | WMT | Walmart Inc | +0.1% | +1.20% | 加碼 |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.98% | 加碼 |
| 28 | ELV | Elevance Health Inc | -0.1% | EXIT | 清倉 |
| 29 | IEMG | Ishares Core Msci Emerging | -0.1% | EXIT | 清倉 |
| 30 | MDT | Medtronic plc | -0.1% | EXIT | 清倉 |
| 31 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | 清倉 |
| 32 | IYH | Ishares U.s. Healthcare ETF | -0.1% | EXIT | 清倉 |
| 33 | COP | Conocophillips | -0.1% | EXIT | 清倉 |
| 34 | GE | General Electric | -0.1% | -0.18% | 減碼 |
| 35 | KO | Coca-cola Co/the | -0.1% | +0.80% | 加碼 |
| 36 | DOW | Dow Inc | -0.1% | EXIT | 清倉 |
| 37 | FHLC | Fidelity Msci Health Care | -0.1% | -3.61% | 減碼 |
| 38 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | EXIT | 清倉 |
| 39 | LLY | Eli Lilly & Co | -0.1% | +0.26% | 加碼 |
| 40 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -1.50% | 減碼 |
| 41 | BF-A | Brown-forman Corp-class A | -0.1% | — | 不變 |
| 42 | HD | Home Depot Inc | -0.1% | +0.19% | 加碼 |
| 43 | EFA | Ishares Msci Eafe ETF | -0.1% | -2.38% | 減碼 |
| 44 | AMAT | Applied Materials Inc | -0.1% | -0.33% | 減碼 |
| 45 | HUM | Humana Inc | -0.1% | +0.60% | 加碼 |
| 46 | XOM | Exxon Mobil CORP | -0.2% | +1.23% | 加碼 |
| 47 | BF-B | Brown-forman Corp-class B | -0.2% | -3.39% | 減碼 |
| 48 | PEP | Pepsico Inc | -0.2% | +0.71% | 加碼 |
| 49 | JNJ | Johnson & Johnson | -0.2% | +0.24% | 加碼 |
| 50 | ABBV | Abbvie Inc | -0.2% | +0.04% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Atlas Brown,Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$3.7億，共申報了 206 個公開持股部位。
在 Q4 2024 季度，Atlas Brown,Inc. 按市值排列的前三大核心持股分別為：NVDA (7.0%)、AAPL (6.5%)、MSFT (3.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.0% 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
GSST
市值: US$37.7萬
本季最大獲利了結 / 清倉標的
DOW
前期市值: US$22.7萬
在 Q4 2024 季度中，Atlas Brown,Inc. 共進行了 48 項持倉異動，包含新建倉 7 個部位、加碼 19 個部位、減碼 14 個部位以及清倉 8 個部位。 其中最大新建倉標的為 GSST。 本季清倉部位包含 DOW。
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。