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: 0001961635
申報總市值
US$3.2億
US$3.2億
154 檔
14.3%
Q4 2024 季度申報顯示，Beacon Investment Advisors LLC 揭露的美股組合總市值為 US$3.2億，涵蓋 154 個不同之權益投資部位。
觀察 Q4 2024 的申報異動，Beacon Investment Advisors LLC 採取了強勁的買進策略，建倉與加碼動作（合計 93 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 BRK-B, MSFT, AAPL）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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.62% | -0.63% | +0.29% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.59% | -0.65% | +1.02% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.45% | -0.19% | +0.85% | |
| 4 | MAR | Marriott International -cl A | 股票-循環性消費 | 2.88% | -0.12% | -0.56% | |
| 5 | AMAT | Applied Materials Inc | 股票-科技 | 2.84% | +3.81% | +55.03% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.58% | -0.48% | -0.02% | |
| 7 | INTU | Intuit Inc | 股票-科技 | 2.43% | -0.79% | +0.72% | |
| 8 | DE | Deere & Co | 股票-工業 | 2.21% | -0.12% | +1.37% | |
| 9 | GNRC | Generac Holdings Inc | 股票-工業 | 1.91% | +0.54% | -0.72% | |
| 10 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 1.89% | -0.09% | +0.31% | |
| 11 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.85% | -0.25% | +2.64% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.73% | -0.04% | +0.11% | |
| 13 | NVR | Nvr Inc | 股票-循環性消費 | 1.67% | -0.15% | +0.23% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.55% | -0.41% | +1.58% | |
| 15 | CSTM | Constellium SE | 股票-其他 | 1.50% | +0.24% | +1.65% | |
| 16 | RHP | Ryman Hospitality Properties | 股票-房地產 | 1.49% | +0.17% | +0.51% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.45% | +0.40% | -0.41% | |
| 18 | LMT | Lockheed Martin CORP | 股票-工業 | 1.43% | -0.44% | -0.10% | |
| 19 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.43% | -0.24% | +0.03% | |
| 20 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.35% | -0.10% | — | |
| 21 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工業 | 1.33% | -0.09% | +0.83% | |
| 22 | AXP | American Express Co | 股票-金融 | 1.30% | +0.02% | — | |
| 23 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 1.27% | +0.21% | +0.07% | |
| 24 | GHC | Graham Holdings Co-class B | 股票-工業 | 1.19% | -0.12% | +0.03% | |
| 25 | FDX | Fedex CORP | 股票-工業 | 1.15% | -0.32% | +1.47% | |
| 26 | OBDC | Blue Owl Capital CORP | 股票-金融 | 1.07% | -0.12% | +2.73% | |
| 27 | UPS | United Parcel Service-cl B | 股票-工業 | 0.99% | -0.06% | +1.17% | |
| 28 | VLO | Valero Energy CORP | 股票-能源 | 0.95% | -0.19% | +1.05% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 0.86% | +0.34% | +0.40% | |
| 30 | FFIV | F5 Inc | 股票-科技 | 0.84% | +0.11% | -0.63% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.84% | +0.04% | +1.00% | |
| 32 | CALM | Cal-maine Foods Inc | 股票-非循環性消費 | 0.81% | -0.08% | -0.49% | |
| 33 | CMI | Cummins Inc | 股票-工業 | 0.81% | +0.01% | -10.15% | |
| 34 | HON | Honeywell International Inc | 股票-工業 | 0.80% | -0.65% | EXIT | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.80% | -0.05% | +0.30% | |
| 36 | BKE | Buckle Inc/the | 股票-其他 | 0.79% | -0.19% | +0.61% | |
| 37 | CTRA | Coterra Energy Inc | 股票-能源 | 0.79% | -0.21% | EXIT | |
| 38 | SYY | Sysco CORP | 股票-非循環性消費 | 0.77% | -0.01% | -1.95% | |
| 39 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.76% | -0.03% | +3.03% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.06% | +0.16% | |
| 41 | LHX | L3harris Technologies Inc | 股票-工業 | 0.76% | -0.30% | +0.18% | |
| 42 | TWI | Titan International Inc | 股票-其他 | 0.75% | -0.04% | -0.70% | |
| 43 | RWT | Redwood Trust Inc | 股票-其他 | 0.75% | -0.15% | -1.91% | |
| 44 | ENB | Enbridge Inc | 股票-能源 | 0.73% | -0.12% | +0.25% | |
| 45 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.67% | -0.08% | +2.49% | |
| 46 | GDEN | Golden Entertainment Inc | 股票-其他 | 0.66% | -0.45% | EXIT | |
| 47 | BAX | Baxter International Inc | 股票-醫療保健 | 0.66% | — | -0.23% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.64% | -0.07% | -3.98% | |
| 49 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.62% | -0.23% | +0.12% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.61% | +1.14% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DEO | Diageo Plc-sponsored Adr | +1.4% | NEW | 新建倉 |
| 2 | AMAT | Applied Materials Inc | +0.6% | +55.03% | 加碼 |
| 3 | LPLA | Lpl Financial Holdings Inc | +0.4% | +0.03% | 加碼 |
| 4 | AAPL | Apple Inc | +0.3% | +0.85% | 加碼 |
| 5 | RCL | Royal Caribbean Cruises Ltd. | +0.3% | +0.07% | 加碼 |
| 6 | MAR | Marriott International -cl A | +0.3% | -0.56% | 減碼 |
| 7 | MRK | Merck & Co. Inc. | +0.2% | NEW | 新建倉 |
| 8 | DRI | Darden Restaurants Inc | +0.2% | +0.31% | 加碼 |
| 9 | CALM | Cal-maine Foods Inc | +0.2% | -0.49% | 減碼 |
| 10 | WMT | Walmart Inc | +0.2% | +1.58% | 加碼 |
| 11 | COIN | Coinbase Global Inc -class A | +0.2% | — | 不變 |
| 12 | BAC | Bank Of America CORP | +0.2% | +0.11% | 加碼 |
| 13 | BEPC | Brookfield Renewable CORP | +0.2% | NEW | 新建倉 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | -0.41% | 減碼 |
| 15 | CASY | Casey's General Stores Inc | +0.1% | +2.64% | 加碼 |
| 16 | IOT | Samsara Inc-cl A | +0.1% | NEW | 新建倉 |
| 17 | AXP | American Express Co | +0.1% | — | 不變 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.00% | 加碼 |
| 19 | BKE | Buckle Inc/the | +0.1% | +0.61% | 加碼 |
| 20 | AJG | Arthur J Gallagher & Co | +0.1% | NEW | 新建倉 |
| 21 | USB | US Bancorp | +0.1% | NEW | 新建倉 |
| 22 | FFIV | F5 Inc | +0.1% | -0.63% | 減碼 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +0.16% | 加碼 |
| 24 | FTNT | Fortinet Inc | +0.1% | -0.16% | 減碼 |
| 25 | HON | Honeywell International Inc | +0.1% | +0.45% | 加碼 |
| 26 | COST | Costco Wholesale CORP | +0.1% | -0.02% | 減碼 |
| 27 | GHC | Graham Holdings Co-class B | +0.1% | +0.03% | 加碼 |
| 28 | OBDC | Blue Owl Capital CORP | +0.1% | +2.73% | 加碼 |
| 29 | CBRL | Cracker Barrel Old Country | +0.1% | -2.09% | 減碼 |
| 30 | DE | Deere & Co | +0.1% | +1.37% | 加碼 |
| 31 | AMZN | Amazon.com Inc | +0.1% | +8.22% | 加碼 |
| 32 | KMI | Kinder Morgan, Inc. | +0.1% | — | 不變 |
| 33 | FDX | Fedex CORP | 0% | +1.47% | 加碼 |
| 34 | OWL | Blue Owl Capital Inc | 0% | +13.18% | 加碼 |
| 35 | NVDA | Nvidia CORP | 0% | +5.64% | 加碼 |
| 36 | INTU | Intuit Inc | 0% | +0.72% | 加碼 |
| 37 | CTRA | Coterra Energy Inc | 0% | -1.61% | 減碼 |
| 38 | MKL | Markel Group Inc | 0% | +4.92% | 加碼 |
| 39 | SD2 | Sandy Spring Bancorp Inc | 0% | +0.97% | 加碼 |
| 40 | ENB | Enbridge Inc | 0% | +0.25% | 加碼 |
| 41 | FAST | Fastenal Co | 0% | +4.24% | 加碼 |
| 42 | LUV | Southwest Airlines Co | 0% | -2.33% | 減碼 |
| 43 | BMY | Bristol-myers Squibb Co | 0% | +0.08% | 加碼 |
| 44 | SNA | Snap-on Inc | 0% | +0.30% | 加碼 |
| 45 | IP | International Paper Co | 0% | — | 不變 |
| 46 | CTAS | Cintas CORP | 0% | +33.93% | 加碼 |
| 47 | GOOG | Alphabet Inc-cl C | 0% | +3.31% | 加碼 |
| 48 | TROW | T Rowe Price Group Inc | 0% | -0.07% | 減碼 |
| 49 | AYI | Acuity Inc | 0% | +0.06% | 加碼 |
| 50 | PANW | Palo Alto Networks Inc | 0% | +99.81% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Beacon Investment Advisors LLC 在 Q4 2024 季度的美股持倉總市值約為 US$3.2億，共申報了 154 個公開持股部位。
在 Q4 2024 季度，Beacon Investment Advisors LLC 按市值排列的前三大核心持股分別為：BRK-B (5.6%)、MSFT (5.6%)、AAPL (4.5%)。其中最大持股部位 BRK-B 佔據整體投資組合約 5.6% 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
DEO
市值: US$286.7萬
本季最大獲利了結 / 清倉標的
F
前期市值: US$76.3萬
在 Q4 2024 季度中，Beacon Investment Advisors LLC 共進行了 136 項持倉異動，包含新建倉 7 個部位、加碼 86 個部位、減碼 38 個部位以及清倉 5 個部位。 其中最大新建倉標的為 DEO。 本季清倉部位包含 F。
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。