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: 0001352871
申報總市值
US$4.9億
US$4.9億
125 檔
41.5%
在 Q4 2024 申報期間，Benin Management CORP（CIK: 0001352871）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$4.9億，共持有 125 個公開申報部位。
在 Q4 2024 期間，Benin Management CORP 展現了靈活的資產再平衡步調，透過出清 6 檔弱勢或達到目標價部位，將資金轉置於 7 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 SPY, AAPL, MSFT）累計市值佔比達 41.5%，是驅動 Benin Management CORP 該季度整體投資組合績效表現的核心支柱。
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 32.55% | +0.81% | -0.26% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.81% | +0.22% | -0.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.27% | -0.56% | +0.94% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 4.23% | +0.05% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.64% | +0.40% | -3.34% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 3.29% | +0.04% | -0.71% | |
| 7 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.60% | -0.47% | -0.73% | |
| 8 | ALL | Allstate CORP | 股票-金融 | 1.81% | — | -0.73% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.79% | +0.07% | -0.57% | |
| 10 | PNC | Pnc Financial Services Group | 股票-金融 | 1.58% | +0.08% | -1.16% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.56% | +0.24% | +5.64% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.46% | -0.17% | -4.23% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | -1.54% | EXIT | |
| 14 | FDX | Fedex CORP | 股票-工業 | 1.25% | -0.28% | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | +0.02% | +0.23% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | +0.05% | +15.49% | |
| 17 | UPS | United Parcel Service-cl B | 股票-工業 | 0.98% | -0.04% | -0.97% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.30% | — | |
| 19 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.77% | -0.05% | -1.96% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | +0.03% | -3.44% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | -0.06% | +0.35% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.62% | +0.23% | -1.81% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.61% | -0.04% | -3.02% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | -0.05% | -1.41% | |
| 25 | PRU | Prudential Financial Inc | 股票-金融 | 0.59% | — | -6.97% | |
| 26 | SYY | Sysco CORP | 股票-非循環性消費 | 0.55% | +0.02% | -0.56% | |
| 27 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.50% | — | — | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.48% | -0.09% | — | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.48% | +0.03% | — | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.04% | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.46% | +0.04% | +1.57% | |
| 32 | PHG | Koninklijke Philips Nvr- Ny | 股票-醫療保健 | 0.44% | -0.03% | — | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.41% | -0.01% | -0.75% | |
| 34 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.39% | -0.19% | -2.06% | |
| 35 | APH | Amphenol Corp-cl A | 股票-科技 | 0.37% | +0.13% | +33.85% | |
| 36 | MDT | Medtronic plc | 股票-醫療保健 | 0.36% | -0.05% | -0.92% | |
| 37 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.35% | -0.05% | — | |
| 38 | AXP | American Express Co | 股票-金融 | 0.34% | — | — | |
| 39 | SLB | Slb LTD | 股票-能源 | 0.33% | -0.07% | +1.78% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.32% | +0.02% | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.31% | +0.01% | +0.85% | |
| 42 | CAT | Caterpillar Inc | 股票-工業 | 0.31% | +0.19% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.30% | +0.06% | +8.77% | |
| 44 | MCO | Moody's CORP | 股票-金融 | 0.30% | -0.01% | +26.83% | |
| 45 | STT | State Street CORP | 股票-金融 | 0.30% | +0.06% | -49.12% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.28% | -0.03% | -0.33% | |
| 47 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.27% | -0.01% | -0.18% | |
| 48 | MSCI | Msci Inc | 股票-金融 | 0.26% | -0.01% | +31.63% | |
| 49 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.25% | -0.05% | -28.98% | |
| 50 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.25% | +0.01% | -13.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +0.5% | — | 不變 |
| 2 | ASML | ASML Holding N.V. | +0.5% | NEW | 新建倉 |
| 3 | AAPL | Apple Inc | +0.5% | -0.05% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +5.64% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.2% | -0.57% | 減碼 |
| 6 | NVDA | Nvidia CORP | +0.2% | +15.49% | 加碼 |
| 7 | HPE | Hewlett Packard Enterprise | +0.2% | NEW | 新建倉 |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | +0.23% | 加碼 |
| 9 | APH | Amphenol Corp-cl A | +0.1% | +33.85% | 加碼 |
| 10 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | NEW | 新建倉 |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | 新建倉 |
| 12 | DIS | Walt Disney Co/the | +0.1% | -1.96% | 減碼 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 14 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | NEW | 新建倉 |
| 15 | TSLA | Tesla Inc | +0.1% | — | 不變 |
| 16 | MSCI | Msci Inc | +0.1% | +31.63% | 加碼 |
| 17 | VRSK | Verisk Analytics Inc | +0.1% | +38.77% | 加碼 |
| 18 | MCO | Moody's CORP | +0.1% | +26.83% | 加碼 |
| 19 | COF | Capital One Financial CORP | +0.1% | NEW | 新建倉 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.77% | 加碼 |
| 21 | CME | Cme Group Inc | +0.1% | +33.64% | 加碼 |
| 22 | GEV | GE Vernova Inc | +0.1% | +19.54% | 加碼 |
| 23 | CSCO | Cisco Systems Inc | 0% | -1.81% | 減碼 |
| 24 | WMT | Walmart Inc | 0% | — | 不變 |
| 25 | PNC | Pnc Financial Services Group | 0% | -1.16% | 減碼 |
| 26 | FDX | Fedex CORP | 0% | — | 不變 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | -3.34% | 減碼 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.26% | 減碼 |
| 29 | ZTS | Zoetis Inc | 0% | +2.21% | 加碼 |
| 30 | MDT | Medtronic plc | -0.1% | -0.92% | 減碼 |
| 31 | SRBK | Sr Bancorp Inc | -0.1% | -51.47% | 減碼 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -3.02% | 減碼 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.44% | 減碼 |
| 34 | LOW | Lowe's Cos Inc | -0.1% | — | 不變 |
| 35 | FCX | Freeport-mcmoran Inc | -0.1% | EXIT | 清倉 |
| 36 | INTC | Intel CORP | -0.1% | EXIT | 清倉 |
| 37 | HAL | Halliburton Co | -0.1% | EXIT | 清倉 |
| 38 | PRU | Prudential Financial Inc | -0.1% | -6.97% | 減碼 |
| 39 | NEM | Newmont CORP | -0.1% | EXIT | 清倉 |
| 40 | MUR | Murphy Oil CORP | -0.1% | EXIT | 清倉 |
| 41 | JNJ | Johnson & Johnson | -0.1% | -1.41% | 減碼 |
| 42 | XOM | Exxon Mobil CORP | -0.1% | +2.94% | 加碼 |
| 43 | UPS | United Parcel Service-cl B | -0.1% | -0.97% | 減碼 |
| 44 | PHG | Koninklijke Philips Nvr- Ny | -0.1% | — | 不變 |
| 45 | GWRE | Guidewire Software Inc | -0.2% | EXIT | 清倉 |
| 46 | HSY | Hershey Co/the | -0.2% | -28.98% | 減碼 |
| 47 | CVS | Cvs Health CORP | -0.2% | -23.24% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.2% | +0.94% | 加碼 |
| 49 | STT | State Street CORP | -0.2% | -49.12% | 減碼 |
| 50 | PEP | Pepsico Inc | -0.4% | -0.73% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Benin Management CORP 在 Q4 2024 季度的美股持倉總市值約為 US$4.9億，共申報了 125 個公開持股部位。
在 Q4 2024 季度，Benin Management CORP 按市值排列的前三大核心持股分別為：SPY (32.5%)、AAPL (8.8%)、MSFT (7.3%)。其中最大持股部位 SPY 佔據整體投資組合約 32.5% 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
ASML
市值: US$173.2萬
本季最大獲利了結 / 清倉標的
GWRE
前期市值: US$55.5萬
在 Q4 2024 季度中，Benin Management CORP 共進行了 44 項持倉異動，包含新建倉 7 個部位、加碼 13 個部位、減碼 18 個部位以及清倉 6 個部位。 其中最大新建倉標的為 ASML。 本季清倉部位包含 GWRE。
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。