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: 0001681004
申報總市值
US$3.7億
US$3.7億
64 檔
34.8%
Q3 2024 季度申報顯示，Bell Asset Management Ltd 揭露的美股組合總市值為 US$3.7億，涵蓋 64 個不同之權益投資部位。
Bell Asset Management Ltd 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 55 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。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, GOOGL, AMZN）占據了總市值的 34.8%，展現出該機構在 Q3 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 | MSFT | Microsoft CORP | 股票-科技 | 7.12% | -1.03% | -11.44% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.45% | +0.81% | -22.44% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.09% | -0.27% | +39.20% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.28% | -2.61% | -61.88% | |
| 5 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.95% | -0.03% | -49.85% | |
| 6 | FISV | Fiserv Inc | 股票-其他 | 2.72% | — | -27.42% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.37% | -0.11% | — | |
| 8 | ACN | Accenture plc | 股票-科技 | 2.34% | -0.15% | -22.41% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.16% | +0.16% | -39.36% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.05% | +0.11% | -38.57% | |
| 11 | QCOM | Qualcomm Inc | 股票-科技 | 2.03% | — | +69.02% | |
| 12 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.98% | — | -27.91% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.97% | -0.86% | EXIT | |
| 14 | COR | Cencora Inc | 股票-醫療保健 | 1.91% | +0.17% | -27.58% | |
| 15 | ADBE | Adobe Inc | 股票-科技 | 1.72% | — | -27.58% | |
| 16 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.69% | -0.02% | -25.81% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.66% | — | -42.34% | |
| 18 | KEYS | Keysight Technologies In | 股票-科技 | 1.57% | -0.99% | EXIT | |
| 19 | WMS | Advanced Drainage Systems In | 股票-工業 | 1.53% | +0.63% | +11.24% | |
| 20 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.52% | -0.26% | -41.79% | |
| 21 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.45% | +1.00% | NEW | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.44% | -0.21% | -34.24% | |
| 23 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.42% | — | -50.42% | |
| 24 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.38% | — | +63.35% | |
| 25 | ROK | Rockwell Automation Inc | 股票-工業 | 1.33% | — | -9.10% | |
| 26 | AON | Aon plc | 股票-金融 | 1.30% | -0.38% | -62.90% | |
| 27 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.30% | -0.52% | -39.78% | |
| 28 | POOL | Pool CORP | 股票-工業 | 1.25% | -0.97% | EXIT | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.24% | -0.16% | -27.34% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 1.22% | — | -27.58% | |
| 31 | FDS | Factset Research Systems Inc | 股票-金融 | 1.20% | — | -15.27% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 1.20% | — | -35.39% | |
| 33 | AXP | American Express Co | 股票-金融 | 1.18% | +0.57% | -34.66% | |
| 34 | FBIN | Fortune Brands Innovations I | 股票-工業 | 1.18% | — | +3.57% | |
| 35 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.18% | -0.18% | -37.84% | |
| 36 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.18% | — | -5.40% | |
| 37 | BR | Broadridge Financial Solutio | 股票-科技 | 1.15% | -0.08% | -33.97% | |
| 38 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.14% | — | -27.71% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.14% | +0.42% | -27.80% | |
| 40 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.13% | — | -25.53% | |
| 41 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.13% | — | -27.65% | |
| 42 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 1.12% | -0.18% | -9.41% | |
| 43 | SPGI | S&p Global Inc | 股票-金融 | 1.10% | -0.17% | -32.97% | |
| 44 | G | Genpact Limited | 股票-科技 | 1.10% | — | -59.02% | |
| 45 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 1.09% | — | -14.75% | |
| 46 | HUM | Humana Inc | 股票-醫療保健 | 1.07% | — | -36.09% | |
| 47 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.07% | -0.24% | -27.62% | |
| 48 | CRL | Charles River Laboratories | 股票-醫療保健 | 1.05% | — | -34.91% | |
| 49 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.02% | — | -28.02% | |
| 50 | YETI | Yeti Holdings Inc | 股票-循環性消費 | 0.99% | — | -27.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.4% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +1.8% | +39.20% | 加碼 |
| 3 | QCOM | Qualcomm Inc | +1% | +69.02% | 加碼 |
| 4 | NFLX | Netflix Inc | +0.8% | NEW | 新建倉 |
| 5 | ULTA | Ulta Beauty Inc | +0.7% | +63.35% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.7% | -11.44% | 減碼 |
| 7 | CSCO | Cisco Systems Inc | +0.7% | +6.43% | 加碼 |
| 8 | FBIN | Fortune Brands Innovations I | +0.6% | +3.57% | 加碼 |
| 9 | WMS | Advanced Drainage Systems In | +0.5% | +11.24% | 加碼 |
| 10 | ACN | Accenture plc | +0.4% | -22.41% | 減碼 |
| 11 | FISV | Fiserv Inc | +0.3% | -27.42% | 減碼 |
| 12 | LULU | Lululemon Athletica Inc | +0.3% | +24.01% | 加碼 |
| 13 | FDS | Factset Research Systems Inc | +0.2% | -15.27% | 減碼 |
| 14 | VRRM | Verra Mobility CORP | +0.2% | +0.69% | 加碼 |
| 15 | ROK | Rockwell Automation Inc | +0.2% | -9.10% | 減碼 |
| 16 | POOL | Pool CORP | +0.2% | -27.57% | 減碼 |
| 17 | MCD | Mcdonald's CORP | +0.1% | -27.80% | 減碼 |
| 18 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | -27.71% | 減碼 |
| 19 | HD | Home Depot Inc | +0.1% | -27.58% | 減碼 |
| 20 | BJ | Bj's Wholesale Club Holdings | +0.1% | -9.41% | 減碼 |
| 21 | TMO | Thermo Fisher Scientific Inc | +0.1% | -27.34% | 減碼 |
| 22 | ANETEUR | Arista Networks Inc | +0.1% | -25.53% | 減碼 |
| 23 | CTSH | Cognizant Tech Solutions-a | +0.1% | -28.02% | 減碼 |
| 24 | BKNG | Booking Holdings Inc | +0.1% | -25.81% | 減碼 |
| 25 | ORCL | Oracle CORP | +0.1% | -34.24% | 減碼 |
| 26 | EL | Estee Lauder Companies-cl A | +0.1% | -14.75% | 減碼 |
| 27 | KEYS | Keysight Technologies In | 0% | -32.42% | 減碼 |
| 28 | HCA | Hca Healthcare Inc | 0% | -37.48% | 減碼 |
| 29 | TSCO | Tractor Supply Company | 0% | -27.62% | 減碼 |
| 30 | YETI | Yeti Holdings Inc | 0% | -27.44% | 減碼 |
| 31 | JKHY | Jack Henry & Associates Inc | 0% | -27.65% | 減碼 |
| 32 | SPGI | S&p Global Inc | 0% | -32.97% | 減碼 |
| 33 | AXP | American Express Co | — | -34.66% | 減碼 |
| 34 | ADP | Automatic Data Processing | 0% | -35.39% | 減碼 |
| 35 | COST | Costco Wholesale CORP | 0% | -28.91% | 減碼 |
| 36 | PEP | Pepsico Inc | -0.1% | -27.91% | 減碼 |
| 37 | BR | Broadridge Financial Solutio | -0.1% | -33.97% | 減碼 |
| 38 | PCTY | Paylocity Holding CORP | -0.1% | -41.79% | 減碼 |
| 39 | HLI | Houlihan Lokey Inc | -0.1% | -39.75% | 減碼 |
| 40 | VEEV | Veeva Systems Inc-class A | -0.1% | -39.38% | 減碼 |
| 41 | TTC | Toro Co | -0.1% | -27.67% | 減碼 |
| 42 | COR | Cencora Inc | -0.1% | -27.58% | 減碼 |
| 43 | MSCI | Msci Inc | -0.1% | -44.18% | 減碼 |
| 44 | EW | Edwards Lifesciences CORP | -0.2% | -5.40% | 減碼 |
| 45 | ZTS | Zoetis Inc | -0.2% | -39.78% | 減碼 |
| 46 | SCI | Service CORP International | -0.2% | -41.46% | 減碼 |
| 47 | MRSH | Marsh & Mclennan Cos | -0.2% | -37.84% | 減碼 |
| 48 | MTD | Mettler-toledo International | -0.2% | -43.23% | 減碼 |
| 49 | ADBE | Adobe Inc | -0.2% | -27.58% | 減碼 |
| 50 | CRL | Charles River Laboratories | -0.3% | -34.91% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bell Asset Management Ltd 在 Q3 2024 季度的美股持倉總市值約為 US$3.7億，共申報了 64 個公開持股部位。
在 Q3 2024 季度，Bell Asset Management Ltd 按市值排列的前三大核心持股分別為：MSFT (7.1%)、GOOGL (6.5%)、AMZN (4.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.1% 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
NVDA
市值: US$1295.3萬
本季最大獲利了結 / 清倉標的
A
前期市值: US$667.1萬
在 Q3 2024 季度中，Bell Asset Management Ltd 共進行了 65 項持倉異動，包含新建倉 2 個部位、加碼 8 個部位、減碼 54 個部位以及清倉 1 個部位。 其中最大新建倉標的為 NVDA。 本季清倉部位包含 A。
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。