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
124 檔
14.3%
截至 Q4 2024 季度末，Aull & Monroe Investment Management Corp 的美股持倉估值約為 US$2.4億，全數申報部位共有 124 檔。
Aull & Monroe Investment Management Corp 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 47 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 CAT, LLY, SO）占據了總市值的 14.3%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | CAT | Caterpillar Inc | 股票-工業 | 3.97% | +1.80% | -6.08% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.93% | +0.68% | -1.96% | |
| 3 | SO | Southern Co/the | 股票-公用事業 | 3.34% | -0.36% | -4.15% | |
| 4 | DE | Deere & Co | 股票-工業 | 3.23% | +0.04% | -5.46% | |
| 5 | ADP | Automatic Data Processing | 股票-科技 | 2.92% | +0.01% | -5.19% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.75% | -0.15% | -4.45% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 2.73% | -0.04% | -9.52% | |
| 8 | CME | Cme Group Inc | 股票-金融 | 2.67% | -1.01% | — | |
| 9 | CSX | Csx CORP | 股票-工業 | 2.61% | +0.10% | -6.12% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.39% | -0.22% | -4.32% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.30% | -0.14% | -7.75% | |
| 12 | DUK | Duke Energy CORP | 股票-公用事業 | 2.24% | -0.31% | -1.75% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.19% | -0.87% | -5.60% | |
| 14 | CMI | Cummins Inc | 股票-工業 | 2.11% | +0.46% | -3.31% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.10% | -0.32% | -3.99% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.92% | -0.65% | -4.51% | |
| 17 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.87% | -0.55% | — | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | — | -3.76% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.75% | -0.08% | -8.40% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.68% | +0.06% | -5.76% | |
| 21 | WM | Waste Management Inc | 股票-工業 | 1.65% | -0.17% | -3.19% | |
| 22 | AMGN | Amgen Inc | 股票-醫療保健 | 1.40% | -0.10% | -4.45% | |
| 23 | ETN | Eaton Corporation plc | 股票-工業 | 1.40% | +0.08% | -2.37% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.36% | +0.04% | -5.88% | |
| 25 | T | At&t Inc | 股票-通訊服務 | 1.33% | -0.50% | -4.00% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.32% | -0.19% | -5.72% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.28% | +0.05% | -1.27% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.18% | +0.04% | -5.51% | |
| 29 | ITW | Illinois Tool Works | 股票-工業 | 1.12% | -0.07% | -0.58% | |
| 30 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.11% | -0.29% | -4.54% | |
| 31 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.09% | — | -3.92% | |
| 32 | EMR | Emerson Electric Co | 股票-工業 | 1.08% | -0.02% | -4.35% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 1.06% | +0.01% | -0.22% | |
| 34 | RTX | Rtx CORP | 股票-工業 | 1.04% | -0.15% | -3.95% | |
| 35 | RF | Regions Financial CORP | 股票-金融 | 1.03% | +0.03% | -4.24% | |
| 36 | ET | Energy Transfer LP | 股票-能源 | 1.02% | -0.08% | -0.86% | |
| 37 | COP | Conocophillips | 股票-能源 | 1.02% | -0.31% | -2.59% | |
| 38 | FUN | Six Flags Entertainment CORP | 股票-其他 | 0.96% | +0.02% | — | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.89% | +0.02% | -7.40% | |
| 40 | RY | Royal Bank Of Canada | 股票-金融 | 0.88% | +0.13% | -2.73% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.83% | -0.01% | -3.84% | |
| 42 | GLW | Corning Inc | 股票-科技 | 0.82% | +1.25% | -5.29% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.81% | -0.08% | -11.31% | |
| 44 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.80% | -0.11% | -14.81% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.79% | -0.23% | -5.91% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.78% | -0.01% | -2.17% | |
| 47 | AAPL | Apple Inc | 股票-科技 | 0.78% | +0.04% | -0.41% | |
| 48 | BA | Boeing Co/the | 股票-工業 | 0.77% | -0.01% | -16.58% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工業 | 0.76% | -0.01% | -6.70% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.67% | -0.14% | -2.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CME | Cme Group Inc | +0.4% | — | 不變 |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | -3.76% | 減碼 |
| 3 | ET | Energy Transfer LP | +0.3% | -0.86% | 減碼 |
| 4 | FUN | Six Flags Entertainment CORP | +0.2% | — | 不變 |
| 5 | EMR | Emerson Electric Co | +0.2% | -4.35% | 減碼 |
| 6 | DE | Deere & Co | +0.2% | -5.46% | 減碼 |
| 7 | CBOE | Cboe Global Markets Inc | +0.1% | — | 不變 |
| 8 | CVX | Chevron CORP | +0.1% | -4.51% | 減碼 |
| 9 | WM | Waste Management Inc | +0.1% | -3.19% | 減碼 |
| 10 | PG | Procter & Gamble Co/the | 0% | -4.45% | 減碼 |
| 11 | DUK | Duke Energy CORP | 0% | -1.75% | 減碼 |
| 12 | UNP | Union Pacific CORP | 0% | -0.22% | 減碼 |
| 13 | RTX | Rtx CORP | 0% | -3.95% | 減碼 |
| 14 | COP | Conocophillips | 0% | -2.59% | 減碼 |
| 15 | MSFT | Microsoft CORP | 0% | -7.75% | 減碼 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -8.40% | 減碼 |
| 17 | ABT | Abbott Laboratories | 0% | -11.31% | 減碼 |
| 18 | TGT | Target CORP | 0% | -2.81% | 減碼 |
| 19 | UPS | United Parcel Service-cl B | 0% | -6.70% | 減碼 |
| 20 | QCOM | Qualcomm Inc | 0% | -9.07% | 減碼 |
| 21 | CAG | Conagra Brands Inc | -0.1% | -8.96% | 減碼 |
| 22 | CARR | Carrier Global CORP | -0.1% | -10.33% | 減碼 |
| 23 | PSX | Phillips 66 | -0.1% | -11.93% | 減碼 |
| 24 | PFE | Pfizer Inc | -0.1% | -10.49% | 減碼 |
| 25 | MDLZ | Mondelez International Inc-a | -0.1% | -6.13% | 減碼 |
| 26 | VZ | Verizon Communications Inc | -0.1% | -4.54% | 減碼 |
| 27 | KO | Coca-cola Co/the | -0.1% | -3.84% | 減碼 |
| 28 | PAA | Plains All Amer Pipeline LP | -0.1% | EXIT | 清倉 |
| 29 | CSX | Csx CORP | -0.1% | -6.12% | 減碼 |
| 30 | CL | Colgate-palmolive Co | -0.1% | -3.92% | 減碼 |
| 31 | D | Dominion Energy Inc | -0.1% | EXIT | 清倉 |
| 32 | PEP | Pepsico Inc | -0.1% | -5.72% | 減碼 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -7.40% | 減碼 |
| 34 | STX | Seagate Technology Holdings plc | -0.1% | -1.44% | 減碼 |
| 35 | TECH | Bio-techne CORP | -0.1% | EXIT | 清倉 |
| 36 | CVS | Cvs Health CORP | -0.1% | EXIT | 清倉 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -5.60% | 減碼 |
| 38 | ABBV | Abbvie Inc | -0.1% | -5.76% | 減碼 |
| 39 | KHC | Kraft Heinz Co/the | -0.1% | EXIT | 清倉 |
| 40 | HD | Home Depot Inc | -0.1% | -9.52% | 減碼 |
| 41 | LOW | Lowe's Cos Inc | -0.1% | -14.81% | 減碼 |
| 42 | LMT | Lockheed Martin CORP | -0.1% | -5.91% | 減碼 |
| 43 | INTC | Intel CORP | -0.1% | -18.66% | 減碼 |
| 44 | DOW | Dow Inc | -0.1% | EXIT | 清倉 |
| 45 | SO | Southern Co/the | -0.1% | -4.15% | 減碼 |
| 46 | JNJ | Johnson & Johnson | -0.2% | -4.32% | 減碼 |
| 47 | CAT | Caterpillar Inc | -0.2% | -6.08% | 減碼 |
| 48 | NEE | Nextera Energy Inc | -0.2% | -3.99% | 減碼 |
| 49 | AMGN | Amgen Inc | -0.2% | -4.45% | 減碼 |
| 50 | LLY | Eli Lilly & Co | -0.3% | -1.96% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Aull & Monroe Investment Management Corp 在 Q4 2024 季度的美股持倉總市值約為 US$2.4億，共申報了 124 個公開持股部位。
在 Q4 2024 季度，Aull & Monroe Investment Management Corp 按市值排列的前三大核心持股分別為：CAT (4.0%)、LLY (3.9%)、SO (3.3%)。其中最大持股部位 CAT 佔據整體投資組合約 4.0% 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。
本季最大獲利了結 / 清倉標的
DOW
前期市值: US$28.1萬
在 Q4 2024 季度中，Aull & Monroe Investment Management Corp 共進行了 47 項持倉異動，包含新建倉 0 個部位、加碼 0 個部位、減碼 41 個部位以及清倉 6 個部位。 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。