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: 0001384943
申報總市值
US$9.7億
US$9.7億
172 檔
25.9%
Q3 2024 季度申報顯示，Bath Savings Trust Co 揭露的美股組合總市值為 US$9.7億，涵蓋 172 個不同之權益投資部位。
在 Q3 2024，Bath Savings Trust Co 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 27 檔、減碼 22 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MA, TJX）占據了總市值的 25.9%，展現出該機構在 Q3 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 | AAPL | Apple Inc | 股票-科技 | 6.65% | +0.70% | +0.23% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 5.03% | -0.08% | +0.05% | |
| 3 | TJX | Tjx Companies Inc | 股票-循環性消費 | 4.86% | -0.65% | -0.59% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.22% | -0.07% | +5.65% | |
| 5 | SYK | Stryker CORP | 股票-醫療保健 | 4.04% | -0.32% | +0.38% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.20% | +1.11% | +0.14% | |
| 7 | INTU | Intuit Inc | 股票-科技 | 3.06% | -1.01% | +0.84% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.80% | -0.06% | -0.83% | |
| 9 | ADP | Automatic Data Processing | 股票-科技 | 2.68% | +0.10% | +1.30% | |
| 10 | BR | Broadridge Financial Solutio | 股票-科技 | 2.44% | -0.61% | -0.16% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.25% | -0.22% | +0.57% | |
| 12 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 2.22% | -0.09% | -1.20% | |
| 13 | FISV | Fiserv Inc | 股票-其他 | 2.13% | -0.03% | EXIT | |
| 14 | DHR | Danaher CORP | 股票-醫療保健 | 2.10% | -0.15% | -0.63% | |
| 15 | WSO | Watsco Inc | 股票-工業 | 1.96% | +0.15% | -0.42% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.92% | -0.15% | +0.37% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.91% | -0.61% | -0.39% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.90% | +0.74% | -0.60% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.82% | -0.40% | +1.23% | |
| 20 | ECL | Ecolab Inc | 股票-原物料 | 1.78% | +0.08% | +2.75% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.69% | +0.36% | +1.13% | |
| 22 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.56% | -0.38% | -14.01% | |
| 23 | AMT | American Tower CORP | 股票-房地產 | 1.49% | -0.04% | -2.13% | |
| 24 | FDS | Factset Research Systems Inc | 股票-金融 | 1.45% | -0.10% | +0.13% | |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.30% | -0.52% | -0.16% | |
| 26 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.27% | +0.03% | -0.22% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 1.26% | -0.01% | -3.88% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.24% | -0.18% | -0.91% | |
| 29 | HEI | Heico CORP | 股票-工業 | 1.11% | +0.40% | -1.37% | |
| 30 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.09% | -0.10% | -0.71% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | +0.29% | +4.98% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 1.01% | +0.17% | +1.69% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.98% | -0.17% | +0.64% | |
| 34 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.93% | — | +5.72% | |
| 35 | EQIX | Equinix Inc | 股票-房地產 | 0.81% | +0.03% | +6.26% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | — | -0.25% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.71% | -0.17% | -0.17% | |
| 38 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.66% | -0.10% | -0.58% | |
| 39 | BCPC | Balchem CORP | 股票-原物料 | 0.63% | -0.08% | -2.49% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | -0.02% | -1.75% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.61% | +0.02% | -0.58% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工業 | 0.58% | -0.12% | +5.37% | |
| 43 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.58% | — | -0.77% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.56% | +0.10% | +2.42% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | +0.04% | -1.11% | |
| 46 | WEX | Wex Inc | 股票-科技 | 0.51% | -0.02% | -6.93% | |
| 47 | CTAS | Cintas CORP | 股票-工業 | 0.49% | -0.02% | +306.63% | |
| 48 | SYY | Sysco CORP | 股票-非循環性消費 | 0.49% | +0.02% | +0.91% | |
| 49 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 0.47% | -0.09% | -3.50% | |
| 50 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.45% | -0.04% | +1.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | +0.2% | +1.30% | 加碼 |
| 2 | NEE | Nextera Energy Inc | +0.2% | +0.57% | 加碼 |
| 3 | AAPL | Apple Inc | +0.2% | +0.23% | 加碼 |
| 4 | MA | Mastercard Inc - A | +0.2% | +0.05% | 加碼 |
| 5 | FISV | Fiserv Inc | +0.2% | -1.65% | 減碼 |
| 6 | SHW | Sherwin-williams Co/the | +0.2% | -0.22% | 減碼 |
| 7 | AJG | Arthur J Gallagher & Co | +0.2% | +129.64% | 加碼 |
| 8 | AMT | American Tower CORP | +0.1% | -2.13% | 減碼 |
| 9 | MCD | Mcdonald's CORP | +0.1% | +0.64% | 加碼 |
| 10 | EQIX | Equinix Inc | +0.1% | +6.26% | 加碼 |
| 11 | LMT | Lockheed Martin CORP | +0.1% | +5.37% | 加碼 |
| 12 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | -0.16% | 減碼 |
| 13 | BF-B | Brown-forman Corp-class B | +0.1% | +5.72% | 加碼 |
| 14 | HEI | Heico CORP | +0.1% | -1.37% | 減碼 |
| 15 | DHR | Danaher CORP | +0.1% | -0.63% | 減碼 |
| 16 | ABT | Abbott Laboratories | +0.1% | +1.23% | 加碼 |
| 17 | FDS | Factset Research Systems Inc | +0.1% | +0.13% | 加碼 |
| 18 | HD | Home Depot Inc | +0.1% | -3.88% | 減碼 |
| 19 | ACN | Accenture plc | +0.1% | -0.17% | 減碼 |
| 20 | BSV | Vanguard Short-term Bond ETF | +0.1% | +20.50% | 加碼 |
| 21 | DKS | Dick's Sporting Goods Inc | +0.1% | +191.16% | 加碼 |
| 22 | APH | Amphenol Corp-cl A | +0.1% | NEW | 新建倉 |
| 23 | BR | Broadridge Financial Solutio | +0.1% | -0.16% | 減碼 |
| 24 | ECL | Ecolab Inc | +0.1% | +2.75% | 加碼 |
| 25 | CTAS | Cintas CORP | +0.1% | +306.63% | 加碼 |
| 26 | CASY | Casey's General Stores Inc | 0% | +26.40% | 加碼 |
| 27 | KO | Coca-cola Co/the | 0% | -0.58% | 減碼 |
| 28 | VTV | Vanguard Value ETF | 0% | +2.42% | 加碼 |
| 29 | RTX | Rtx CORP | 0% | +0.85% | 加碼 |
| 30 | BCPC | Balchem CORP | 0% | -2.49% | 減碼 |
| 31 | ABBV | Abbvie Inc | 0% | +0.21% | 加碼 |
| 32 | SYY | Sysco CORP | 0% | +0.91% | 加碼 |
| 33 | VOO | Vanguard S&p 500 ETF | 0% | +6.49% | 加碼 |
| 34 | ISRG | Intuitive Surgical Inc | 0% | -0.58% | 減碼 |
| 35 | JNJ | Johnson & Johnson | 0% | -1.75% | 減碼 |
| 36 | WEX | Wex Inc | 0% | -6.93% | 減碼 |
| 37 | SYK | Stryker CORP | 0% | +0.38% | 加碼 |
| 38 | WSO | Watsco Inc | 0% | -0.42% | 減碼 |
| 39 | TJX | Tjx Companies Inc | 0% | -0.59% | 減碼 |
| 40 | COST | Costco Wholesale CORP | -0.1% | +0.37% | 加碼 |
| 41 | EL | Estee Lauder Companies-cl A | -0.1% | -49.15% | 減碼 |
| 42 | POOL | Pool CORP | -0.1% | -57.20% | 減碼 |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -0.83% | 減碼 |
| 44 | AMZN | Amazon.com Inc | -0.2% | +1.13% | 加碼 |
| 45 | SBUX | Starbucks CORP | -0.2% | -42.73% | 減碼 |
| 46 | LLY | Eli Lilly & Co | -0.2% | -0.60% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.2% | +5.65% | 加碼 |
| 48 | INTU | Intuit Inc | -0.4% | +0.84% | 加碼 |
| 49 | EW | Edwards Lifesciences CORP | -0.4% | -31.83% | 減碼 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.6% | +0.14% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Bath Savings Trust Co 在 Q3 2024 季度的美股持倉總市值約為 US$9.7億，共申報了 172 個公開持股部位。
在 Q3 2024 季度，Bath Savings Trust Co 按市值排列的前三大核心持股分別為：AAPL (6.7%)、MA (5.0%)、TJX (4.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.7% 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
APH
市值: US$62.9萬
本季最大獲利了結 / 清倉標的
TJX
前期市值: US$4609.1萬
在 Q3 2024 季度中，Bath Savings Trust Co 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 27 個部位、減碼 22 個部位以及清倉 0 個部位。 其中最大新建倉標的為 APH。
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。