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
40.0%
在 Q4 2024 的 13F 官方備案中，Bell Asset Management Ltd 管理的美股投資組合規模來到 US$3.7億，整體持股檔數為 64 檔。
數據顯示 Bell Asset Management Ltd 於 Q4 2024 季度持續回收資金，對 37 個既有部位進行裁減並清倉 8 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Bell Asset Management Ltd 的前 5 大核心持股（包含 GOOGL, MSFT, AMZN 等）合計佔整體申報市值的 40.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.25% | +0.81% | -0.98% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.91% | -1.03% | -0.44% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.55% | -0.27% | +15.81% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.51% | -0.11% | +73.03% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.08% | -2.61% | -12.31% | |
| 6 | FISV | Fiserv Inc | 股票-其他 | 2.82% | — | -8.78% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.63% | -0.03% | +3.34% | |
| 8 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.36% | — | +33.83% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.27% | — | +54.25% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.08% | +0.11% | -11.31% | |
| 11 | ADBE | Adobe Inc | 股票-科技 | 2.06% | — | +40.90% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 1.98% | — | +8.57% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.81% | +0.16% | -20.82% | |
| 14 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.63% | — | +106.92% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.63% | +0.32% | — | |
| 16 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.62% | +1.00% | NEW | |
| 17 | COR | Cencora Inc | 股票-醫療保健 | 1.42% | +0.17% | -24.99% | |
| 18 | CNM | Core & Main Inc-class A | 股票-工業 | 1.39% | -0.11% | — | |
| 19 | KEYS | Keysight Technologies In | 股票-科技 | 1.39% | -0.99% | EXIT | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.38% | -0.15% | -40.27% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.33% | -0.86% | EXIT | |
| 22 | AON | Aon plc | 股票-金融 | 1.32% | -0.38% | -1.00% | |
| 23 | PPG | Ppg Industries Inc | 股票-原物料 | 1.27% | — | — | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.26% | -0.18% | +12.45% | |
| 25 | WMS | Advanced Drainage Systems In | 股票-工業 | 1.23% | +0.63% | +10.31% | |
| 26 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.23% | -0.24% | +536.85% | |
| 27 | ROK | Rockwell Automation Inc | 股票-工業 | 1.22% | — | -13.50% | |
| 28 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.20% | -0.52% | +12.07% | |
| 29 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.20% | -0.02% | -39.41% | |
| 30 | BR | Broadridge Financial Solutio | 股票-科技 | 1.19% | -0.08% | -0.89% | |
| 31 | FBIN | Fortune Brands Innovations I | 股票-工業 | 1.17% | — | +30.82% | |
| 32 | TTC | Toro Co | 股票-工業 | 1.13% | — | +72.43% | |
| 33 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.12% | -0.26% | -38.98% | |
| 34 | CLH | Clean Harbors Inc | 股票-工業 | 1.11% | — | — | |
| 35 | AXP | American Express Co | 股票-金融 | 1.11% | +0.57% | -13.90% | |
| 36 | SCI | Service CORP International | 股票-循環性消費 | 1.10% | -0.25% | +16.07% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 1.09% | -0.21% | -22.07% | |
| 38 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.06% | — | -4.77% | |
| 39 | SPGI | S&p Global Inc | 股票-金融 | 1.06% | -0.17% | -0.15% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 1.06% | — | -16.05% | |
| 41 | VRRM | Verra Mobility CORP | 股票-其他 | 1.04% | — | +28.99% | |
| 42 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.03% | -0.16% | -0.89% | |
| 43 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 1.01% | — | -16.47% | |
| 44 | G | Genpact Limited | 股票-科技 | 1.01% | — | -15.79% | |
| 45 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.01% | — | -14.54% | |
| 46 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.00% | — | -1.02% | |
| 47 | HLI | Houlihan Lokey Inc | 股票-金融 | 1.00% | -0.15% | -1.19% | |
| 48 | POOL | Pool CORP | 股票-工業 | 0.99% | -0.97% | EXIT | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.94% | — | -19.68% | |
| 50 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 0.93% | -0.18% | -23.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | +73.03% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1.6% | NEW | 新建倉 |
| 3 | AMZN | Amazon.com Inc | +1.5% | +15.81% | 加碼 |
| 4 | CNM | Core & Main Inc-class A | +1.4% | NEW | 新建倉 |
| 5 | PPG | Ppg Industries Inc | +1.3% | NEW | 新建倉 |
| 6 | CLH | Clean Harbors Inc | +1.1% | NEW | 新建倉 |
| 7 | ANET | Arista Networks Inc | +0.9% | NEW | 新建倉 |
| 8 | SNPS | Synopsys Inc | +0.9% | NEW | 新建倉 |
| 9 | IDXX | Idexx Laboratories Inc | +0.8% | NEW | 新建倉 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.98% | 減碼 |
| 11 | LLY | Eli Lilly & Co | +0.8% | NEW | 新建倉 |
| 12 | KO | Coca-cola Co/the | +0.7% | +106.92% | 加碼 |
| 13 | JNJ | Johnson & Johnson | +0.6% | +54.25% | 加碼 |
| 14 | AMGN | Amgen Inc | +0.4% | +142.38% | 加碼 |
| 15 | TTC | Toro Co | +0.4% | +72.43% | 加碼 |
| 16 | PEP | Pepsico Inc | +0.4% | +33.83% | 加碼 |
| 17 | ADBE | Adobe Inc | +0.3% | +40.90% | 加碼 |
| 18 | HCA | Hca Healthcare Inc | +0.2% | +51.68% | 加碼 |
| 19 | TSCO | Tractor Supply Company | +0.2% | +536.85% | 加碼 |
| 20 | SCI | Service CORP International | +0.2% | +16.07% | 加碼 |
| 21 | LULU | Lululemon Athletica Inc | +0.1% | -16.47% | 減碼 |
| 22 | FISV | Fiserv Inc | +0.1% | -8.78% | 減碼 |
| 23 | VRRM | Verra Mobility CORP | +0.1% | +28.99% | 加碼 |
| 24 | MTD | Mettler-toledo International | +0.1% | +37.74% | 加碼 |
| 25 | MRSH | Marsh & Mclennan Cos | +0.1% | +12.45% | 加碼 |
| 26 | HLI | Houlihan Lokey Inc | +0.1% | -1.19% | 減碼 |
| 27 | BR | Broadridge Financial Solutio | 0% | -0.89% | 減碼 |
| 28 | V | Visa Inc-class A Shares | 0% | -11.31% | 減碼 |
| 29 | NFLX | Netflix Inc | 0% | -17.26% | 減碼 |
| 30 | AON | Aon plc | 0% | -1.00% | 減碼 |
| 31 | COST | Costco Wholesale CORP | 0% | -0.98% | 減碼 |
| 32 | MCO | Moody's CORP | 0% | -1.19% | 減碼 |
| 33 | FBIN | Fortune Brands Innovations I | 0% | +30.82% | 加碼 |
| 34 | CTSH | Cognizant Tech Solutions-a | 0% | -1.02% | 減碼 |
| 35 | SPGI | S&p Global Inc | 0% | -0.15% | 減碼 |
| 36 | QCOM | Qualcomm Inc | -0.1% | +8.57% | 加碼 |
| 37 | YETI | Yeti Holdings Inc | -0.1% | -0.87% | 減碼 |
| 38 | AXP | American Express Co | -0.1% | -13.90% | 減碼 |
| 39 | JKHY | Jack Henry & Associates Inc | -0.1% | -4.77% | 減碼 |
| 40 | G | Genpact Limited | -0.1% | -15.79% | 減碼 |
| 41 | ZTS | Zoetis Inc | -0.1% | +12.07% | 加碼 |
| 42 | ROK | Rockwell Automation Inc | -0.1% | -13.50% | 減碼 |
| 43 | ZBRA | Zebra Technologies Corp-cl A | -0.1% | -14.54% | 減碼 |
| 44 | ADP | Automatic Data Processing | -0.1% | -16.05% | 減碼 |
| 45 | VEEV | Veeva Systems Inc-class A | -0.2% | -20.16% | 減碼 |
| 46 | MSCI | Msci Inc | -0.2% | -19.44% | 減碼 |
| 47 | KEYS | Keysight Technologies In | -0.2% | -12.17% | 減碼 |
| 48 | BJ | Bj's Wholesale Club Holdings | -0.2% | -23.36% | 減碼 |
| 49 | AAPL | Apple Inc | -0.2% | -12.31% | 減碼 |
| 50 | TMO | Thermo Fisher Scientific Inc | -0.2% | -0.89% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bell Asset Management Ltd 在 Q4 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 Q4 2024 季度，Bell Asset Management Ltd 按市值排列的前三大核心持股分別為：GOOGL (7.3%)、MSFT (6.9%)、AMZN (5.5%)。其中最大持股部位 GOOGL 佔據整體投資組合約 7.3% 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
AVGO
市值: US$894.7萬
本季最大獲利了結 / 清倉標的
ULTA
前期市值: US$753.6萬
在 Q4 2024 季度中，Bell Asset Management Ltd 共進行了 72 項持倉異動，包含新建倉 8 個部位、加碼 19 個部位、減碼 37 個部位以及清倉 8 個部位。 其中最大新建倉標的為 AVGO。 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。