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: 0001096783
申報總市值
US$8.6億
US$8.6億
155 檔
26.1%
在 Q3 2024 申報期間，Baxter Bros Inc（CIK: 0001096783）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$8.6億，共持有 155 個公開申報部位。
從 Q3 2024 申報觀察，Baxter Bros Inc 採取防禦導向的調倉策略，本季減碼 41 檔個股並出清 0 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 BRK-B, MSFT, INTU）累計市值佔比達 26.1%，是驅動 Baxter Bros Inc 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 8.67% | -0.01% | -3.50% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.86% | -0.27% | -3.63% | |
| 3 | INTU | Intuit Inc | 股票-科技 | 4.81% | -1.42% | -2.75% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 4.27% | -1.42% | -0.01% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 3.67% | +0.22% | -2.58% | |
| 6 | UNP | Union Pacific CORP | 股票-工業 | 3.39% | +0.13% | -2.30% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.31% | +0.52% | -3.75% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 2.97% | -0.07% | -1.76% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.84% | -0.16% | -1.56% | |
| 10 | AXP | American Express Co | 股票-金融 | 2.81% | +0.24% | -1.60% | |
| 11 | QCOM | Qualcomm Inc | 股票-科技 | 2.79% | +0.50% | -4.26% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.36% | +0.49% | -2.66% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.25% | -0.04% | -1.81% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.20% | +0.15% | -10.24% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.19% | -0.09% | -4.01% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 2.19% | -0.07% | -2.98% | |
| 17 | PAYX | Paychex Inc | 股票-科技 | 1.82% | -0.04% | -1.93% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 1.63% | -0.17% | -1.12% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.56% | -0.17% | -9.11% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.31% | +0.04% | -4.29% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.25% | -0.43% | +0.18% | |
| 22 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.16% | -0.01% | -13.75% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 1.12% | -0.48% | -6.21% | |
| 24 | GE | General Electric | 股票-工業 | 1.09% | +0.35% | -0.02% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.08% | -0.04% | -3.43% | |
| 26 | MS | Morgan Stanley | 股票-金融 | 1.06% | +0.34% | +7.09% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.02% | — | -3.65% | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.99% | +0.16% | -4.35% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 0.96% | +0.27% | -2.69% | |
| 30 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.92% | -0.04% | -17.22% | |
| 31 | HON | Honeywell International Inc | 股票-工業 | 0.86% | -1.25% | EXIT | |
| 32 | AAPL | Apple Inc | 股票-科技 | 0.84% | +0.06% | -31.88% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.83% | -0.04% | -4.20% | |
| 34 | FISV | Fiserv Inc | 股票-其他 | 0.81% | -0.07% | EXIT | |
| 35 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.73% | +0.02% | +1.80% | |
| 36 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.73% | +0.17% | +3.98% | |
| 37 | NSC | Norfolk Southern CORP | 股票-工業 | 0.72% | -0.05% | -10.83% | |
| 38 | LHX | L3harris Technologies Inc | 股票-工業 | 0.65% | -0.12% | -3.16% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.63% | -0.03% | -9.18% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.56% | -0.05% | -14.09% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | -0.08% | -1.52% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工業 | 0.54% | -0.10% | -5.14% | |
| 43 | PSX | Phillips 66 | 股票-能源 | 0.51% | -0.07% | -3.45% | |
| 44 | MMM | 3m Co | 股票-工業 | 0.49% | +0.01% | -1.46% | |
| 45 | TXT | Textron Inc | 股票-工業 | 0.47% | -0.02% | -4.70% | |
| 46 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.46% | -0.04% | -0.78% | |
| 47 | CSX | Csx CORP | 股票-工業 | 0.45% | +0.04% | +0.01% | |
| 48 | TRP | Tc Energy CORP | 股票-能源 | 0.44% | — | -0.92% | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.39% | +0.05% | +3.27% | |
| 50 | FDX | Fedex CORP | 股票-工業 | 0.38% | -0.05% | -1.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | -3.50% | 減碼 |
| 2 | AXP | American Express Co | +0.4% | -1.60% | 減碼 |
| 3 | ADP | Automatic Data Processing | +0.3% | -1.76% | 減碼 |
| 4 | META | Meta Platforms Inc-class A | +0.3% | -1.56% | 減碼 |
| 5 | RTX | Rtx CORP | +0.3% | -1.12% | 減碼 |
| 6 | CB | Chubb Limited | +0.2% | +255.33% | 加碼 |
| 7 | UNP | Union Pacific CORP | +0.2% | -2.30% | 減碼 |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.2% | -1.81% | 減碼 |
| 9 | PAYX | Paychex Inc | +0.2% | -1.93% | 減碼 |
| 10 | GE | General Electric | +0.2% | -0.02% | 減碼 |
| 11 | MA | Mastercard Inc - A | +0.2% | -2.98% | 減碼 |
| 12 | WRB | Wr Berkley CORP | +0.2% | +139.87% | 加碼 |
| 13 | HD | Home Depot Inc | +0.1% | -4.29% | 減碼 |
| 14 | MS | Morgan Stanley | +0.1% | +7.09% | 加碼 |
| 15 | MMM | 3m Co | +0.1% | -1.46% | 減碼 |
| 16 | GEV | GE Vernova Inc | +0.1% | -1.35% | 減碼 |
| 17 | SHW | Sherwin-williams Co/the | +0.1% | -13.75% | 減碼 |
| 18 | SLB | Slb LTD | +0.1% | NEW | 新建倉 |
| 19 | TRP | Tc Energy CORP | +0.1% | -0.92% | 減碼 |
| 20 | LMT | Lockheed Martin CORP | +0.1% | -5.14% | 減碼 |
| 21 | KO | Coca-cola Co/the | +0.1% | -3.65% | 減碼 |
| 22 | DHI | Dr Horton Inc | +0.1% | -5.05% | 減碼 |
| 23 | FISV | Fiserv Inc | +0.1% | -8.19% | 減碼 |
| 24 | JNJ | Johnson & Johnson | +0.1% | -3.43% | 減碼 |
| 25 | XOM | Exxon Mobil CORP | +0.1% | -0.01% | 減碼 |
| 26 | V | Visa Inc-class A Shares | +0.1% | -2.58% | 減碼 |
| 27 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +12.97% | 加碼 |
| 28 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建倉 |
| 29 | GS | Goldman Sachs Group Inc | 0% | -4.35% | 減碼 |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不變 |
| 31 | FDX | Fedex CORP | -0.1% | -1.80% | 減碼 |
| 32 | APD | Air Products & Chemicals Inc | -0.1% | -17.22% | 減碼 |
| 33 | HON | Honeywell International Inc | -0.1% | -1.64% | 減碼 |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -8.55% | 減碼 |
| 35 | PSX | Phillips 66 | -0.1% | -3.45% | 減碼 |
| 36 | CMCSA | Comcast Corp-class A | -0.1% | -9.11% | 減碼 |
| 37 | UPS | United Parcel Service-cl B | -0.1% | -19.74% | 減碼 |
| 38 | WFC | Wells Fargo & Co | -0.1% | -4.20% | 減碼 |
| 39 | CVX | Chevron CORP | -0.1% | +0.18% | 加碼 |
| 40 | DIS | Walt Disney Co/the | -0.1% | -9.18% | 減碼 |
| 41 | JPM | Jpmorgan Chase & Co | -0.2% | -10.24% | 減碼 |
| 42 | INTC | Intel CORP | -0.2% | -14.04% | 減碼 |
| 43 | EW | Edwards Lifesciences CORP | -0.3% | +1.80% | 加碼 |
| 44 | AAPL | Apple Inc | -0.3% | -31.88% | 減碼 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.3% | -2.66% | 減碼 |
| 46 | BAC | Bank Of America CORP | -0.4% | -61.13% | 減碼 |
| 47 | INTU | Intuit Inc | -0.5% | -2.75% | 減碼 |
| 48 | GOOG | Alphabet Inc-cl C | -0.5% | -3.75% | 減碼 |
| 49 | QCOM | Qualcomm Inc | -0.6% | -4.26% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.7% | -3.63% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Baxter Bros Inc 在 Q3 2024 季度的美股持倉總市值約為 US$8.6億，共申報了 155 個公開持股部位。
在 Q3 2024 季度，Baxter Bros Inc 按市值排列的前三大核心持股分別為：BRK-B (8.7%)、MSFT (7.9%)、INTU (4.8%)。其中最大持股部位 BRK-B 佔據整體投資組合約 8.7% 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
SLB
市值: US$80.0萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$6514.1萬
在 Q3 2024 季度中，Baxter Bros Inc 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 6 個部位、減碼 41 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SLB。
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。