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
159 檔
26.7%
在 Q4 2024 申報期間，Bath Savings Trust Co（CIK: 0001384943）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$9.7億，共持有 159 個公開申報部位。
數據顯示 Bath Savings Trust Co 於 Q4 2024 季度持續回收資金，對 36 個既有部位進行裁減並清倉 1 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, MA, TJX）累計市值佔比達 26.7%，是驅動 Bath Savings Trust Co 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 | AAPL | Apple Inc | 股票-科技 | 7.25% | +0.70% | -0.79% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 5.47% | -0.08% | -0.34% | |
| 3 | TJX | Tjx Companies Inc | 股票-循環性消費 | 5.08% | -0.65% | -0.63% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | -0.07% | -0.35% | |
| 5 | SYK | Stryker CORP | 股票-醫療保健 | 4.15% | -0.32% | +0.73% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.80% | +1.11% | +1.66% | |
| 7 | INTU | Intuit Inc | 股票-科技 | 3.17% | -1.01% | +0.11% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 2.95% | +0.10% | +2.00% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.82% | -0.06% | +0.26% | |
| 10 | BR | Broadridge Financial Solutio | 股票-科技 | 2.62% | -0.61% | -0.01% | |
| 11 | FISV | Fiserv Inc | 股票-其他 | 2.48% | -0.03% | EXIT | |
| 12 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 2.12% | -0.09% | -6.29% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.02% | -0.15% | -0.42% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.01% | +0.36% | -1.20% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.97% | -0.22% | +0.95% | |
| 16 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.91% | -0.40% | +3.67% | |
| 17 | WSO | Watsco Inc | 股票-工業 | 1.90% | +0.15% | -1.67% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.75% | -0.61% | -2.36% | |
| 19 | ECL | Ecolab Inc | 股票-原物料 | 1.71% | +0.08% | +2.25% | |
| 20 | DHR | Danaher CORP | 股票-醫療保健 | 1.70% | -0.15% | -4.08% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.68% | +0.74% | -0.60% | |
| 22 | FDS | Factset Research Systems Inc | 股票-金融 | 1.54% | -0.10% | -0.74% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 1.20% | -0.01% | -2.81% | |
| 24 | AMT | American Tower CORP | 股票-房地產 | 1.20% | -0.04% | -0.10% | |
| 25 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.18% | -0.38% | -13.28% | |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.18% | -0.52% | -4.46% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | +0.29% | -1.15% | |
| 28 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.16% | +0.03% | -0.32% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.11% | -0.18% | -2.33% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 1.08% | +0.17% | -1.90% | |
| 31 | HEI | Heico CORP | 股票-工業 | 1.01% | +0.40% | -2.04% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.00% | -0.17% | +5.74% | |
| 33 | EQIX | Equinix Inc | 股票-房地產 | 0.96% | +0.03% | +9.00% | |
| 34 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.78% | -0.10% | -15.16% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.73% | — | -1.40% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.72% | -0.17% | -0.08% | |
| 37 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.70% | -0.10% | -3.01% | |
| 38 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.68% | — | -6.86% | |
| 39 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.60% | -0.02% | +69.99% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | +0.04% | -1.52% | |
| 41 | BCPC | Balchem CORP | 股票-原物料 | 0.56% | -0.08% | -6.89% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | +0.10% | +0.26% | |
| 43 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.54% | — | +2.93% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.53% | -0.12% | +7.53% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.53% | +0.02% | -0.77% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | -0.02% | -6.75% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.51% | -0.06% | +18.20% | |
| 48 | SYY | Sysco CORP | 股票-非循環性消費 | 0.48% | +0.02% | -1.11% | |
| 49 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.47% | -0.04% | -0.36% | |
| 50 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 0.46% | -0.09% | -3.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +1.66% | 加碼 |
| 2 | AAPL | Apple Inc | +0.6% | -0.79% | 減碼 |
| 3 | MA | Mastercard Inc - A | +0.4% | -0.34% | 減碼 |
| 4 | FISV | Fiserv Inc | +0.4% | -0.69% | 減碼 |
| 5 | AMZN | Amazon.com Inc | +0.3% | -1.20% | 減碼 |
| 6 | VEEV | Veeva Systems Inc-class A | +0.3% | +392.65% | 加碼 |
| 7 | ADP | Automatic Data Processing | +0.3% | +2.00% | 加碼 |
| 8 | AJG | Arthur J Gallagher & Co | +0.3% | +69.99% | 加碼 |
| 9 | TJX | Tjx Companies Inc | +0.2% | -0.63% | 減碼 |
| 10 | BR | Broadridge Financial Solutio | +0.2% | -0.01% | 減碼 |
| 11 | EQIX | Equinix Inc | +0.2% | +9.00% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.1% | -1.15% | 減碼 |
| 13 | DKS | Dick's Sporting Goods Inc | +0.1% | +95.33% | 加碼 |
| 14 | COST | Costco Wholesale CORP | +0.1% | -0.42% | 減碼 |
| 15 | FDS | Factset Research Systems Inc | +0.1% | -0.74% | 減碼 |
| 16 | ABT | Abbott Laboratories | +0.1% | +3.67% | 加碼 |
| 17 | APH | Amphenol Corp-cl A | +0.1% | +108.76% | 加碼 |
| 18 | BSV | Vanguard Short-term Bond ETF | +0.1% | +18.20% | 加碼 |
| 19 | V | Visa Inc-class A Shares | +0.1% | -1.52% | 減碼 |
| 20 | MSFT | Microsoft CORP | 0% | -0.35% | 減碼 |
| 21 | CL | Colgate-palmolive Co | 0% | +2.93% | 加碼 |
| 22 | LMT | Lockheed Martin CORP | -0.1% | +7.53% | 加碼 |
| 23 | TMO | Thermo Fisher Scientific Inc | -0.1% | -3.84% | 減碼 |
| 24 | EL | Estee Lauder Companies-cl A | -0.1% | EXIT | 清倉 |
| 25 | WSO | Watsco Inc | -0.1% | -1.67% | 減碼 |
| 26 | HD | Home Depot Inc | -0.1% | -2.81% | 減碼 |
| 27 | GD | General Dynamics CORP | -0.1% | -4.28% | 減碼 |
| 28 | CTAS | Cintas CORP | -0.1% | -2.75% | 減碼 |
| 29 | HSY | Hershey Co/the | -0.1% | -19.17% | 減碼 |
| 30 | ECL | Ecolab Inc | -0.1% | +2.25% | 加碼 |
| 31 | BCPC | Balchem CORP | -0.1% | -6.89% | 減碼 |
| 32 | KO | Coca-cola Co/the | -0.1% | -0.77% | 減碼 |
| 33 | JNJ | Johnson & Johnson | -0.1% | -6.75% | 減碼 |
| 34 | CHD | Church & Dwight Co Inc | -0.1% | -6.29% | 減碼 |
| 35 | HEI | Heico CORP | -0.1% | -2.04% | 減碼 |
| 36 | SHW | Sherwin-williams Co/the | -0.1% | -0.32% | 減碼 |
| 37 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -4.46% | 減碼 |
| 38 | PEP | Pepsico Inc | -0.1% | -2.33% | 減碼 |
| 39 | WEX | Wex Inc | -0.1% | -14.68% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -2.36% | 減碼 |
| 41 | ZTS | Zoetis Inc | -0.2% | -24.33% | 減碼 |
| 42 | EW | Edwards Lifesciences CORP | -0.2% | -61.99% | 減碼 |
| 43 | SBUX | Starbucks CORP | -0.2% | -51.77% | 減碼 |
| 44 | LLY | Eli Lilly & Co | -0.2% | -0.60% | 減碼 |
| 45 | BF-B | Brown-forman Corp-class B | -0.3% | -6.86% | 減碼 |
| 46 | NEE | Nextera Energy Inc | -0.3% | +0.95% | 加碼 |
| 47 | AMT | American Tower CORP | -0.3% | -0.10% | 減碼 |
| 48 | IDXX | Idexx Laboratories Inc | -0.3% | -15.16% | 減碼 |
| 49 | NKE | Nike Inc -cl B | -0.4% | -13.28% | 減碼 |
| 50 | DHR | Danaher CORP | -0.4% | -4.08% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bath Savings Trust Co 在 Q4 2024 季度的美股持倉總市值約為 US$9.7億，共申報了 159 個公開持股部位。
在 Q4 2024 季度，Bath Savings Trust Co 按市值排列的前三大核心持股分別為：AAPL (7.3%)、MA (5.5%)、TJX (5.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.3% 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
EL
前期市值: US$50.4萬
在 Q4 2024 季度中，Bath Savings Trust Co 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 13 個部位、減碼 36 個部位以及清倉 1 個部位。 本季清倉部位包含 EL。
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。