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: 0001387615
申報總市值
US$2.4億
US$2.4億
130 檔
16.0%
在 Q3 2024 的 13F 官方備案中，Aull & Monroe Investment Management Corp 管理的美股投資組合規模來到 US$2.4億，整體持股檔數為 130 檔。
從 Q3 2024 申報觀察，Aull & Monroe Investment Management Corp 採取防禦導向的調倉策略，本季減碼 32 檔個股並出清 2 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 LLY, CAT, SO）累計市值佔比達 16.0%，是驅動 Aull & Monroe Investment Management Corp 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 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.19% | +0.68% | — | |
| 2 | CAT | Caterpillar Inc | 股票-工業 | 4.15% | +1.80% | -2.63% | |
| 3 | SO | Southern Co/the | 股票-公用事業 | 3.48% | -0.36% | -2.09% | |
| 4 | DE | Deere & Co | 股票-工業 | 3.06% | +0.04% | -2.62% | |
| 5 | HD | Home Depot Inc | 股票-循環性消費 | 2.86% | -0.04% | -1.53% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.71% | -0.15% | -2.26% | |
| 7 | CSX | Csx CORP | 股票-工業 | 2.70% | +0.10% | -1.03% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 2.65% | +0.01% | -1.62% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.54% | -0.22% | -2.00% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.34% | -0.32% | -2.86% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.14% | -3.68% | |
| 12 | CME | Cme Group Inc | 股票-金融 | 2.31% | -1.01% | — | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.31% | -0.87% | -2.16% | |
| 14 | DUK | Duke Energy CORP | 股票-公用事業 | 2.22% | -0.31% | -2.44% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.86% | -0.65% | -2.76% | |
| 16 | CMI | Cummins Inc | 股票-工業 | 1.84% | +0.46% | -0.90% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.80% | +0.06% | -0.17% | |
| 18 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.78% | -0.55% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.77% | -0.08% | -0.13% | |
| 20 | AMGN | Amgen Inc | 股票-醫療保健 | 1.64% | -0.10% | -2.75% | |
| 21 | WM | Waste Management Inc | 股票-工業 | 1.60% | -0.17% | — | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | — | -2.62% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.42% | -0.19% | -2.11% | |
| 24 | ETN | Eaton Corporation plc | 股票-工業 | 1.30% | +0.08% | -1.17% | |
| 25 | T | At&t Inc | 股票-通訊服務 | 1.22% | -0.50% | -1.67% | |
| 26 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.19% | -0.29% | -5.84% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.19% | +0.04% | -2.33% | |
| 28 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.18% | — | -2.02% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.16% | +0.05% | -2.14% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 1.15% | +0.04% | -0.10% | |
| 31 | ITW | Illinois Tool Works | 股票-工業 | 1.06% | -0.07% | -1.14% | |
| 32 | UNP | Union Pacific CORP | 股票-工業 | 1.04% | +0.01% | -1.09% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 1.03% | -0.15% | -2.09% | |
| 34 | COP | Conocophillips | 股票-能源 | 1.01% | -0.31% | -1.97% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.99% | +0.02% | -2.34% | |
| 36 | RF | Regions Financial CORP | 股票-金融 | 0.97% | +0.03% | -2.36% | |
| 37 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.93% | -0.11% | -2.01% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工業 | 0.92% | -0.23% | -2.87% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.91% | -0.01% | -2.29% | |
| 40 | EMR | Emerson Electric Co | 股票-工業 | 0.90% | -0.02% | -1.90% | |
| 41 | RY | Royal Bank Of Canada | 股票-金融 | 0.85% | +0.13% | — | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.84% | -0.08% | -3.64% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工業 | 0.80% | -0.01% | -4.28% | |
| 44 | ET | Energy Transfer LP | 股票-能源 | 0.77% | -0.08% | — | |
| 45 | GLW | Corning Inc | 股票-科技 | 0.75% | +1.25% | -4.67% | |
| 46 | FUN | Six Flags Entertainment CORP | 股票-其他 | 0.73% | +0.02% | — | |
| 47 | PFE | Pfizer Inc | 股票-醫療保健 | 0.73% | -0.11% | -2.88% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.73% | -0.01% | -2.76% | |
| 49 | BA | Boeing Co/the | 股票-工業 | 0.72% | -0.01% | -3.52% | |
| 50 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.70% | +2.40% | -0.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FUN | Six Flags Entertainment CORP | +0.7% | NEW | 新建倉 |
| 2 | CAT | Caterpillar Inc | +0.3% | -2.63% | 減碼 |
| 3 | SO | Southern Co/the | +0.3% | -2.09% | 減碼 |
| 4 | HD | Home Depot Inc | +0.3% | -1.53% | 減碼 |
| 5 | CBOE | Cboe Global Markets Inc | +0.2% | — | 不變 |
| 6 | NEE | Nextera Energy Inc | +0.2% | -2.86% | 減碼 |
| 7 | ADP | Automatic Data Processing | +0.2% | -1.62% | 減碼 |
| 8 | IBM | Intl Business Machines CORP | +0.2% | -0.10% | 減碼 |
| 9 | CMI | Cummins Inc | +0.2% | -0.90% | 減碼 |
| 10 | TEL | TE Connectivity plc | +0.2% | NEW | 新建倉 |
| 11 | ABBV | Abbvie Inc | +0.2% | -0.17% | 減碼 |
| 12 | CME | Cme Group Inc | +0.1% | — | 不變 |
| 13 | DUK | Duke Energy CORP | +0.1% | -2.44% | 減碼 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.13% | 減碼 |
| 15 | LMT | Lockheed Martin CORP | +0.1% | -2.87% | 減碼 |
| 16 | RTX | Rtx CORP | +0.1% | -2.09% | 減碼 |
| 17 | LOW | Lowe's Cos Inc | +0.1% | -2.01% | 減碼 |
| 18 | DE | Deere & Co | +0.1% | -2.62% | 減碼 |
| 19 | T | At&t Inc | +0.1% | -1.67% | 減碼 |
| 20 | RY | Royal Bank Of Canada | +0.1% | — | 不變 |
| 21 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | 新建倉 |
| 22 | D | Dominion Energy Inc | +0.1% | NEW | 新建倉 |
| 23 | MCD | Mcdonald's CORP | +0.1% | — | 不變 |
| 24 | PAA | Plains All Amer Pipeline LP | +0.1% | NEW | 新建倉 |
| 25 | PRA | Proassurance CORP | +0.1% | NEW | 新建倉 |
| 26 | JNJ | Johnson & Johnson | +0.1% | -2.00% | 減碼 |
| 27 | RF | Regions Financial CORP | +0.1% | -2.36% | 減碼 |
| 28 | CEG | Constellation Energy | +0.1% | +0.45% | 加碼 |
| 29 | CM | Can Imperial Bk Of Commerce | +0.1% | — | 不變 |
| 30 | CARR | Carrier Global CORP | +0.1% | -3.79% | 減碼 |
| 31 | ITW | Illinois Tool Works | 0% | -1.14% | 減碼 |
| 32 | KO | Coca-cola Co/the | 0% | -2.29% | 減碼 |
| 33 | WMT | Walmart Inc | 0% | +0.01% | 加碼 |
| 34 | GLW | Corning Inc | 0% | -4.67% | 減碼 |
| 35 | AAPL | Apple Inc | 0% | — | 不變 |
| 36 | UNP | Union Pacific CORP | 0% | -1.09% | 減碼 |
| 37 | ETN | Eaton Corporation plc | 0% | -1.17% | 減碼 |
| 38 | PG | Procter & Gamble Co/the | -0.1% | -2.26% | 減碼 |
| 39 | LW | Lamb Weston Holdings Inc | -0.1% | -0.99% | 減碼 |
| 40 | CSX | Csx CORP | -0.1% | -1.03% | 減碼 |
| 41 | QCOM | Qualcomm Inc | -0.1% | — | 不變 |
| 42 | TEL | TE Connectivity plc | -0.2% | EXIT | 清倉 |
| 43 | COP | Conocophillips | -0.2% | -1.97% | 減碼 |
| 44 | MRK | Merck & Co. Inc. | -0.2% | -2.34% | 減碼 |
| 45 | BA | Boeing Co/the | -0.2% | -3.52% | 減碼 |
| 46 | CVX | Chevron CORP | -0.3% | -2.76% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.3% | -3.68% | 減碼 |
| 48 | LLY | Eli Lilly & Co | -0.3% | — | 不變 |
| 49 | INTC | Intel CORP | -0.5% | -22.03% | 減碼 |
| 50 | SIXEUR | Six Flags Entertainment CORP | -1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Aull & Monroe Investment Management Corp 在 Q3 2024 季度的美股持倉總市值約為 US$2.4億，共申報了 130 個公開持股部位。
在 Q3 2024 季度，Aull & Monroe Investment Management Corp 按市值排列的前三大核心持股分別為：LLY (4.2%)、CAT (4.2%)、SO (3.5%)。其中最大持股部位 LLY 佔據整體投資組合約 4.2% 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
FUN
市值: US$157.4萬
本季最大獲利了結 / 清倉標的
SIXEUR
前期市值: US$212.2萬
在 Q3 2024 季度中，Aull & Monroe Investment Management Corp 共進行了 42 項持倉異動，包含新建倉 6 個部位、加碼 2 個部位、減碼 32 個部位以及清倉 2 個部位。 其中最大新建倉標的為 FUN。 本季清倉部位包含 SIXEUR。
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。