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: 0000926834
申報總市值
US$15.7億
US$15.7億
107 檔
20.0%
根據最新整理的 13F 季度數據集，Avity Investment Management Inc. 於 Q4 2024 結束時的管理資產規模為 US$15.7億。該機構在本季度申報了 107 檔美股持倉，呈現出該時期的主要投資地圖。
Avity Investment Management Inc. 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 33 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。
整體而言，Avity Investment Management Inc. 的前 5 大持股（包含 AAPL, AMZN, META）貢獻了組合市值的 20.0%，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 | 6.64% | -0.96% | -0.58% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.97% | -0.01% | -0.73% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.47% | -0.52% | -1.20% | |
| 4 | NOW | Servicenow Inc | 股票-科技 | 4.29% | -0.32% | -2.69% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.22% | -0.40% | +1.57% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 4.08% | -0.02% | -1.26% | |
| 7 | APH | Amphenol Corp-cl A | 股票-科技 | 3.73% | +0.69% | -0.72% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.64% | +0.17% | -3.09% | |
| 9 | ACN | Accenture plc | 股票-科技 | 3.43% | -1.11% | +2.58% | |
| 10 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 3.36% | -0.36% | +1.13% | |
| 11 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.21% | -0.56% | -0.69% | |
| 12 | RTX | Rtx CORP | 股票-工業 | 2.99% | -0.73% | -9.09% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 2.92% | +0.61% | +1.62% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.85% | +0.04% | +8343.52% | |
| 15 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 2.82% | -0.52% | -5.06% | |
| 16 | ECL | Ecolab Inc | 股票-原物料 | 2.74% | -0.52% | -1.26% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.70% | -0.43% | -1.62% | |
| 18 | AMAT | Applied Materials Inc | 股票-科技 | 2.64% | +1.87% | +6.17% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.57% | -0.01% | -16.94% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.49% | -0.40% | -12.58% | |
| 21 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 2.32% | -0.01% | +6.83% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.31% | -0.04% | -27.57% | |
| 23 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 2.24% | -0.01% | — | |
| 24 | CVX | Chevron CORP | 股票-能源 | 2.15% | -0.83% | -1.62% | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 2.10% | -0.09% | -7.11% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.08% | -0.08% | -3.59% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.93% | -0.16% | -0.21% | |
| 28 | RJF | Raymond James Financial Inc | 股票-金融 | 1.82% | -0.13% | -1.58% | |
| 29 | CARR | Carrier Global CORP | 股票-工業 | 1.64% | +0.32% | +27.49% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | +0.10% | -11.84% | |
| 31 | TFC | Truist Financial CORP | 股票-金融 | 0.95% | -0.07% | +15.57% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.92% | -0.01% | -0.10% | |
| 33 | UBER | Uber Technologies Inc | 股票-工業 | 0.57% | -0.09% | -74.71% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.53% | +0.02% | -2.15% | |
| 35 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.49% | -0.03% | EXIT | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.47% | -0.01% | -1.64% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.42% | +1.11% | -0.62% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.32% | +0.01% | +13.71% | |
| 39 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.27% | -0.12% | — | |
| 40 | HON | Honeywell International Inc | 股票-工業 | 0.26% | -0.24% | EXIT | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.23% | -0.02% | -2.90% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.23% | -0.01% | -15.48% | |
| 43 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.22% | -0.04% | +296.19% | |
| 44 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.18% | -0.03% | -2.08% | |
| 45 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.18% | — | -61.70% | |
| 46 | UNP | Union Pacific CORP | 股票-工業 | 0.18% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | -0.07% | -0.12% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.16% | -0.12% | -5.41% | |
| 49 | BX | Blackstone Inc | 股票-金融 | 0.16% | -0.01% | — | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.15% | -0.01% | -4.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.8% | +8343.52% | 加碼 |
| 2 | CMG | Chipotle Mexican Grill Inc | +2.2% | NEW | 新建倉 |
| 3 | AMZN | Amazon.com Inc | +0.8% | -0.73% | 減碼 |
| 4 | NOW | Servicenow Inc | +0.6% | -2.69% | 減碼 |
| 5 | V | Visa Inc-class A Shares | +0.5% | -1.26% | 減碼 |
| 6 | AAPL | Apple Inc | +0.5% | -0.58% | 減碼 |
| 7 | RJF | Raymond James Financial Inc | +0.4% | -1.58% | 減碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | -3.09% | 減碼 |
| 9 | APH | Amphenol Corp-cl A | +0.2% | -0.72% | 減碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -3.59% | 減碼 |
| 11 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.2% | +296.19% | 加碼 |
| 12 | TFC | Truist Financial CORP | +0.1% | +15.57% | 加碼 |
| 13 | CARR | Carrier Global CORP | +0.1% | +27.49% | 加碼 |
| 14 | ACN | Accenture plc | +0.1% | +2.58% | 加碼 |
| 15 | TJX | Tjx Companies Inc | +0.1% | -0.69% | 減碼 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -1.20% | 減碼 |
| 17 | VOO | Vanguard S&p 500 ETF | 0% | +13.71% | 加碼 |
| 18 | NFLX | Netflix Inc | 0% | — | 不變 |
| 19 | IWF | Ishares Russell 1000 Growth | 0% | -1.64% | 減碼 |
| 20 | TSLA | Tesla Inc | 0% | NEW | 新建倉 |
| 21 | HON | Honeywell International Inc | 0% | — | 不變 |
| 22 | CNMD | Conmed CORP | 0% | NEW | 新建倉 |
| 23 | MSFT | Microsoft CORP | 0% | +1.57% | 加碼 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.21% | 減碼 |
| 25 | MRK | Merck & Co. Inc. | 0% | -4.66% | 減碼 |
| 26 | LOW | Lowe's Cos Inc | 0% | -2.08% | 減碼 |
| 27 | GD | General Dynamics CORP | 0% | EXIT | 清倉 |
| 28 | PII | Polaris Inc | 0% | EXIT | 清倉 |
| 29 | AFL | Aflac Inc | 0% | EXIT | 清倉 |
| 30 | ODFL | Old Dominion Freight Line | 0% | — | 不變 |
| 31 | DEO | Diageo Plc-sponsored Adr | 0% | -33.23% | 減碼 |
| 32 | IWB | Ishares Russell 1000 ETF | 0% | -24.27% | 減碼 |
| 33 | KO | Coca-cola Co/the | 0% | -2.90% | 減碼 |
| 34 | HD | Home Depot Inc | 0% | -0.10% | 減碼 |
| 35 | CVX | Chevron CORP | -0.1% | -1.62% | 減碼 |
| 36 | MRSH | Marsh & Mclennan Cos | -0.1% | +1.13% | 加碼 |
| 37 | MTD | Mettler-toledo International | -0.1% | -3.97% | 減碼 |
| 38 | TXN | Texas Instruments Inc | -0.2% | +1.62% | 加碼 |
| 39 | GEHC | GE Healthcare Technology | -0.3% | +6.83% | 加碼 |
| 40 | ECL | Ecolab Inc | -0.3% | -1.26% | 減碼 |
| 41 | BDX | Becton Dickinson And Co | -0.3% | -5.06% | 減碼 |
| 42 | JNJ | Johnson & Johnson | -0.4% | -1.62% | 減碼 |
| 43 | NKE | Nike Inc -cl B | -0.4% | -61.70% | 減碼 |
| 44 | RTX | Rtx CORP | -0.4% | -9.09% | 減碼 |
| 45 | AMAT | Applied Materials Inc | -0.4% | +6.17% | 加碼 |
| 46 | AMGN | Amgen Inc | -0.7% | -7.11% | 減碼 |
| 47 | NEE | Nextera Energy Inc | -0.9% | -12.58% | 減碼 |
| 48 | TMO | Thermo Fisher Scientific Inc | -1.1% | -16.94% | 減碼 |
| 49 | PEP | Pepsico Inc | -1.2% | -27.57% | 減碼 |
| 50 | UBER | Uber Technologies Inc | -2.2% | -74.71% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Avity Investment Management Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$15.7億，共申報了 107 個公開持股部位。
在 Q4 2024 季度，Avity Investment Management Inc. 按市值排列的前三大核心持股分別為：AAPL (6.6%)、AMZN (5.0%)、META (4.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.6% 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
CMG
市值: US$2860.0萬
本季最大獲利了結 / 清倉標的
GD
前期市值: US$27.5萬
在 Q4 2024 季度中，Avity Investment Management Inc. 共進行了 47 項持倉異動，包含新建倉 3 個部位、加碼 11 個部位、減碼 30 個部位以及清倉 3 個部位。 其中最大新建倉標的為 CMG。 本季清倉部位包含 GD。
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。