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
249 檔
16.8%
截至 Q4 2024 季度末，Beacon Investment Advisory Services, Inc. 的美股持倉估值約為 US$26.9億，全數申報部位共有 249 檔。
Beacon Investment Advisory Services, Inc. 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 33 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Beacon Investment Advisory Services, Inc. 的前 5 大持股（包含 VTI, IJR, AAPL）貢獻了組合市值的 16.8%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 249 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 | 5.69% | +0.24% | -5.98% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.00% | +0.96% | -5.35% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.50% | — | +0.45% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 3.26% | -0.62% | -1.94% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.21% | -0.30% | +5.89% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.78% | -0.38% | -0.61% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.39% | -0.29% | -7.46% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.32% | -0.28% | -7.43% | |
| 9 | DXCM | Dexcom Inc | 股票-醫療保健 | 2.13% | -0.05% | -8.15% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.02% | +0.04% | -1.18% | |
| 11 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.01% | -0.66% | -9.45% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.90% | +0.16% | +0.25% | |
| 13 | ADI | Analog Devices Inc | 股票-科技 | 1.74% | -0.04% | -3.82% | |
| 14 | PODD | Insulet CORP | 股票-醫療保健 | 1.71% | -0.25% | -7.26% | |
| 15 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.68% | -0.07% | -22.51% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.58% | -0.19% | -1.81% | |
| 17 | DHR | Danaher CORP | 股票-醫療保健 | 1.48% | -0.10% | -5.12% | |
| 18 | ITW | Illinois Tool Works | 股票-工業 | 1.44% | -0.03% | -0.81% | |
| 19 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.43% | -0.28% | -8.17% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.43% | +0.23% | +7.69% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.38% | -0.05% | -0.44% | |
| 22 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.35% | -0.21% | -0.07% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 1.34% | -0.47% | +1.45% | |
| 24 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.31% | -0.07% | -9.26% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 1.30% | +0.15% | +2.33% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.24% | +0.01% | -16.49% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 1.22% | +1.54% | -4.02% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 1.18% | -0.20% | +3.84% | |
| 29 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.17% | -0.01% | +15.11% | |
| 30 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.14% | -0.26% | +0.62% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.13% | +0.03% | +0.21% | |
| 32 | SYK | Stryker CORP | 股票-醫療保健 | 1.09% | -0.17% | +1.81% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.09% | -1.21% | +46.11% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 1.08% | +0.04% | +0.88% | |
| 35 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.07% | -0.01% | +2.68% | |
| 36 | FTNT | Fortinet Inc | 股票-科技 | 1.07% | +0.51% | +57.66% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.06% | -0.08% | -1.39% | |
| 38 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.05% | -0.77% | +0.27% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.94% | -0.08% | +4.06% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.94% | +0.08% | +40.96% | |
| 41 | HON | Honeywell International Inc | 股票-工業 | 0.85% | -0.74% | EXIT | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.84% | -0.08% | -3.10% | |
| 43 | NVR | Nvr Inc | 股票-循環性消費 | 0.83% | -0.06% | +0.22% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | -0.08% | -7.30% | |
| 45 | AMAT | Applied Materials Inc | 股票-科技 | 0.82% | +0.90% | +16.53% | |
| 46 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.82% | +0.85% | +106.82% | |
| 47 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.82% | — | +4428.74% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.76% | -0.01% | -4.95% | |
| 49 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.76% | -0.29% | -9.85% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.74% | -0.01% | +4.32% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings Inc | +0.8% | +4428.74% | 加碼 |
| 2 | FTNT | Fortinet Inc | +0.5% | +57.66% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.4% | -0.61% | 減碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +46.11% | 加碼 |
| 5 | AAPL | Apple Inc | +0.4% | +0.45% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.3% | +0.88% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.25% | 加碼 |
| 8 | MS | Morgan Stanley | +0.3% | +2.33% | 加碼 |
| 9 | MA | Mastercard Inc - A | +0.3% | -1.94% | 減碼 |
| 10 | NVDA | Nvidia CORP | +0.2% | -1.18% | 減碼 |
| 11 | MSFT | Microsoft CORP | +0.2% | +5.89% | 加碼 |
| 12 | DXCM | Dexcom Inc | +0.2% | -8.15% | 減碼 |
| 13 | LLY | Eli Lilly & Co | +0.2% | +40.96% | 加碼 |
| 14 | SNA | Snap-on Inc | +0.2% | +874.77% | 加碼 |
| 15 | JEF | Jefferies Financial Group In | +0.2% | +5.33% | 加碼 |
| 16 | GSY | Invesco Ultra Short Duration | +0.1% | +92.59% | 加碼 |
| 17 | TTD | Trade Desk Inc/the -class A | +0.1% | +2.68% | 加碼 |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | +106.82% | 加碼 |
| 19 | AMZN | Amazon.com Inc | +0.1% | -4.34% | 減碼 |
| 20 | VTI | Vanguard Total Stock Mkt ETF | 0% | -5.98% | 減碼 |
| 21 | MRK | Merck & Co. Inc. | -0.1% | -1.96% | 減碼 |
| 22 | VLTO | Veralto CORP | -0.1% | -37.90% | 減碼 |
| 23 | BKNG | Booking Holdings Inc | -0.1% | -22.51% | 減碼 |
| 24 | SHW | Sherwin-williams Co/the | -0.1% | +0.27% | 加碼 |
| 25 | CL | Colgate-palmolive Co | -0.1% | -70.24% | 減碼 |
| 26 | CGNX | Cognex CORP | -0.1% | -20.18% | 減碼 |
| 27 | EXK | Exact Sciences CORP | -0.1% | -79.39% | 減碼 |
| 28 | AMGN | Amgen Inc | -0.1% | -1.45% | 減碼 |
| 29 | IJR | Ishares Core S&p Small-cap E | -0.1% | -5.35% | 減碼 |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -7.43% | 減碼 |
| 31 | NVR | Nvr Inc | -0.1% | +0.22% | 加碼 |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -7.46% | 減碼 |
| 33 | IAU | Ishares Gold Trust | -0.1% | -9.45% | 減碼 |
| 34 | ADBE | Adobe Inc | -0.1% | -3.10% | 減碼 |
| 35 | ADI | Analog Devices Inc | -0.1% | -3.82% | 減碼 |
| 36 | JNJ | Johnson & Johnson | -0.1% | -7.30% | 減碼 |
| 37 | BF-B | Brown-forman Corp-class B | -0.1% | -44.25% | 減碼 |
| 38 | EW | Edwards Lifesciences CORP | -0.1% | EXIT | 清倉 |
| 39 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -0.44% | 減碼 |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.2% | -4.95% | 減碼 |
| 41 | IVV | Ishares Core S&p 500 ETF | -0.2% | -16.49% | 減碼 |
| 42 | COP | Conocophillips | -0.3% | -80.70% | 減碼 |
| 43 | DHR | Danaher CORP | -0.3% | -5.12% | 減碼 |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | +0.21% | 加碼 |
| 45 | IDXX | Idexx Laboratories Inc | -0.4% | -8.17% | 減碼 |
| 46 | MTD | Mettler-toledo International | -0.4% | -9.26% | 減碼 |
| 47 | REGN | Regeneron Pharmaceuticals | -0.4% | -9.85% | 減碼 |
| 48 | AMD | Advanced Micro Devices | -0.4% | -4.02% | 減碼 |
| 49 | UNP | Union Pacific CORP | -0.6% | -47.81% | 減碼 |
| 50 | ULTA | Ulta Beauty Inc | -0.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Beacon Investment Advisory Services, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$26.9億，共申報了 249 個公開持股部位。
在 Q4 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 (4.0%)、AAPL (3.5%)。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
ULTA
前期市值: US$1444.2萬
在 Q4 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 17 個部位、減碼 31 個部位以及清倉 2 個部位。 本季清倉部位包含 ULTA。
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。