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: 0001654599
申報總市值
US$26.9億
US$26.9億
254 檔
16.8%
Beacon Investment Advisory Services, Inc. 在 Q3 2024 季度的美股部位總計估值為 US$26.9億，分散於 254 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2024，Beacon Investment Advisory Services, Inc. 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 23 檔、減碼 27 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 VTI, IJR, AAPL）累計市值佔比達 16.8%，是驅動 Beacon Investment Advisory Services, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 254 檔）
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.68% | +0.24% | -0.70% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.12% | +0.96% | +1.60% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.11% | — | -0.62% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 3.00% | -0.62% | -0.76% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | -0.30% | +1.03% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.52% | -0.29% | +0.99% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.44% | -0.28% | +0.97% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.36% | -0.38% | -0.38% | |
| 9 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.14% | -0.66% | -1.53% | |
| 10 | DXCM | Dexcom Inc | 股票-醫療保健 | 1.92% | -0.05% | -2.38% | |
| 11 | ADI | Analog Devices Inc | 股票-科技 | 1.88% | -0.04% | -1.85% | |
| 12 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.82% | -0.28% | -2.45% | |
| 13 | DHR | Danaher CORP | 股票-醫療保健 | 1.82% | -0.10% | -2.93% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.78% | +0.04% | +4.48% | |
| 15 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.76% | -0.07% | -0.44% | |
| 16 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.70% | -0.07% | -2.59% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.66% | +1.54% | -1.86% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.60% | +0.16% | -0.50% | |
| 19 | PODD | Insulet CORP | 股票-醫療保健 | 1.57% | -0.25% | -2.38% | |
| 20 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.53% | -0.05% | -0.08% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.49% | +0.03% | -1.64% | |
| 22 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.46% | -0.19% | +0.14% | |
| 23 | ITW | Illinois Tool Works | 股票-工業 | 1.44% | -0.03% | -0.76% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.40% | +0.23% | +5.27% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.40% | +0.01% | +0.56% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 1.32% | -0.47% | -0.87% | |
| 27 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.29% | -0.21% | -1.29% | |
| 28 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.19% | -0.29% | +0.73% | |
| 29 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.17% | -0.01% | +0.81% | |
| 30 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.13% | -0.77% | -0.57% | |
| 31 | UNP | Union Pacific CORP | 股票-工業 | 1.11% | — | -0.85% | |
| 32 | INTU | Intuit Inc | 股票-科技 | 1.08% | -0.20% | -0.04% | |
| 33 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.06% | -0.26% | -0.97% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.04% | -0.08% | +3.20% | |
| 35 | SYK | Stryker CORP | 股票-醫療保健 | 1.03% | -0.17% | +3.79% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 1.01% | +0.15% | +0.43% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.97% | -0.08% | -1.30% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | -0.08% | -2.67% | |
| 39 | NVR | Nvr Inc | 股票-循環性消費 | 0.95% | -0.06% | +0.17% | |
| 40 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.93% | -0.01% | +1.03% | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.91% | -0.01% | -1.61% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.91% | -0.08% | +7.98% | |
| 43 | AMAT | Applied Materials Inc | 股票-科技 | 0.84% | +0.90% | +0.55% | |
| 44 | HON | Honeywell International Inc | 股票-工業 | 0.80% | -0.74% | EXIT | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.76% | +0.04% | +892.83% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.74% | +0.08% | +4.76% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.72% | +0.85% | +0.97% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.70% | -1.21% | +1.87% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.69% | -0.01% | +9.83% | |
| 50 | ETN | Eaton Corporation plc | 股票-工業 | 0.64% | +0.04% | +1.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +0.3% | +1.60% | 加碼 |
| 2 | MA | Mastercard Inc - A | +0.2% | -0.76% | 減碼 |
| 3 | SHW | Sherwin-williams Co/the | +0.2% | -0.57% | 減碼 |
| 4 | AAPL | Apple Inc | +0.2% | -0.62% | 減碼 |
| 5 | NVR | Nvr Inc | +0.2% | +0.17% | 加碼 |
| 6 | IAU | Ishares Gold Trust | +0.2% | -1.53% | 減碼 |
| 7 | HD | Home Depot Inc | +0.2% | -0.87% | 減碼 |
| 8 | PODD | Insulet CORP | +0.1% | -2.38% | 減碼 |
| 9 | FTNT | Fortinet Inc | +0.1% | +5.36% | 加碼 |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.70% | 減碼 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.27% | 加碼 |
| 12 | ZTS | Zoetis Inc | +0.1% | +0.81% | 加碼 |
| 13 | ISRG | Intuitive Surgical Inc | +0.1% | +0.14% | 加碼 |
| 14 | DHR | Danaher CORP | +0.1% | -2.93% | 減碼 |
| 15 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +9.83% | 加碼 |
| 16 | ITW | Illinois Tool Works | +0.1% | -0.76% | 減碼 |
| 17 | TTD | Trade Desk Inc/the -class A | +0.1% | +1.03% | 加碼 |
| 18 | AGG | Ishares Core U.s. Aggregate | +0.1% | +7.98% | 加碼 |
| 19 | JEF | Jefferies Financial Group In | +0.1% | +2.20% | 加碼 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +23.10% | 加碼 |
| 21 | SYK | Stryker CORP | +0.1% | +3.79% | 加碼 |
| 22 | ABBV | Abbvie Inc | +0.1% | +2.06% | 加碼 |
| 23 | RTX | Rtx CORP | +0.1% | -1.37% | 減碼 |
| 24 | APO | Apollo Global Management Inc | +0.1% | +142.13% | 加碼 |
| 25 | JMST | JPM Ultra-short Muni Income | +0.1% | +39.91% | 加碼 |
| 26 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.61% | 減碼 |
| 27 | UNP | Union Pacific CORP | +0.1% | -0.85% | 減碼 |
| 28 | JNJ | Johnson & Johnson | +0.1% | -2.67% | 減碼 |
| 29 | UNH | Unitedhealth Group Inc | +0.1% | -1.20% | 減碼 |
| 30 | CAT | Caterpillar Inc | +0.1% | +3.70% | 加碼 |
| 31 | BKNG | Booking Holdings Inc | 0% | -0.44% | 減碼 |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +0.56% | 加碼 |
| 33 | MS | Morgan Stanley | 0% | +0.43% | 加碼 |
| 34 | NOC | Northrop Grumman CORP | 0% | -3.33% | 減碼 |
| 35 | MTD | Mettler-toledo International | 0% | -2.59% | 減碼 |
| 36 | TJX | Tjx Companies Inc | 0% | -0.97% | 減碼 |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +0.99% | 加碼 |
| 38 | JPM | Jpmorgan Chase & Co | 0% | -0.38% | 減碼 |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | — | +0.97% | 加碼 |
| 40 | BF-B | Brown-forman Corp-class B | -0.1% | -30.02% | 減碼 |
| 41 | HON | Honeywell International Inc | -0.1% | -3.54% | 減碼 |
| 42 | INTU | Intuit Inc | -0.1% | -0.04% | 減碼 |
| 43 | QCOM | Qualcomm Inc | -0.1% | +1.60% | 加碼 |
| 44 | ADBE | Adobe Inc | -0.1% | -1.30% | 減碼 |
| 45 | EW | Edwards Lifesciences CORP | -0.1% | -25.69% | 減碼 |
| 46 | AMAT | Applied Materials Inc | -0.2% | +0.55% | 加碼 |
| 47 | MSFT | Microsoft CORP | -0.2% | +1.03% | 加碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.50% | 減碼 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -1.64% | 減碼 |
| 50 | DXCM | Dexcom Inc | -1.5% | -2.38% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Beacon Investment Advisory Services, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$26.9億，共申報了 254 個公開持股部位。
在 Q3 2024 季度，Beacon Investment Advisory Services, Inc. 按市值排列的前三大核心持股分別為：VTI (5.7%)、IJR (4.1%)、AAPL (3.1%)。其中最大持股部位 VTI 佔據整體投資組合約 5.7% 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。
本季最大獲利了結 / 清倉標的
VTI
前期市值: US$1.3億
在 Q3 2024 季度中，Beacon Investment Advisory Services, Inc. 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 23 個部位、減碼 27 個部位以及清倉 0 個部位。
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。