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: 0001451623
申報總市值
US$109.7億
US$109.7億
1082 檔
5.6%
在 Q3 2024 申報期間，Benjamin Edwards Inc（CIK: 0001451623）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$109.7億，共持有 1082 個公開申報部位。
Benjamin Edwards Inc 於 Q3 2024 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 49 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Benjamin Edwards Inc 的前 5 大核心持股（包含 AAPL, MSFT, XMHQ 等）合計佔整體申報市值的 5.6%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1082 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 | AAPL | Apple Inc | 股票-科技 | 2.73% | +0.02% | +865.62% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | +0.12% | +628.11% | |
| 3 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.68% | — | +2305.02% | |
| 4 | HYBB | Ishares Bb Rated CORP Bond | ETF-投資等級公司債 | 1.28% | -0.36% | +1065.10% | |
| 5 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.27% | -0.06% | +6605.46% | |
| 6 | HD | Home Depot Inc | 股票-循環性消費 | 1.22% | -0.01% | +1774.85% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.18% | +0.07% | +8428.30% | |
| 8 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.16% | +0.07% | +10714.05% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.15% | +0.21% | +10090.92% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.09% | +0.09% | +1804.98% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.00% | +0.44% | +210.61% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.97% | +0.02% | +792.48% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.96% | -0.22% | +1732.21% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.91% | -0.20% | +530.79% | |
| 15 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.91% | -0.26% | +1974.99% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 0.86% | -0.22% | +670.01% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.84% | -0.32% | +1494.25% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.83% | -0.04% | +1284.50% | |
| 19 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.80% | -0.12% | +897.40% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 0.79% | -0.01% | +1628.90% | |
| 21 | ACN | Accenture plc | 股票-科技 | 0.78% | -0.39% | +509.81% | |
| 22 | WSO | Watsco Inc | 股票-工業 | 0.77% | -0.02% | +2128.14% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 0.74% | -0.11% | +2140.06% | |
| 24 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.72% | -0.30% | +1501.14% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 0.72% | +0.05% | +957.53% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.72% | -0.08% | +1664.20% | |
| 27 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.71% | -0.39% | +1819.15% | |
| 28 | ITW | Illinois Tool Works | 股票-工業 | 0.71% | -0.06% | +787.26% | |
| 29 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.71% | -0.19% | +1934.50% | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | +0.33% | +6999.06% | |
| 31 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.68% | -0.45% | +661.02% | |
| 32 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.68% | -0.06% | +2087.17% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 0.68% | +0.13% | +2559.45% | |
| 34 | SNA | Snap-on Inc | 股票-工業 | 0.67% | -0.21% | +2691.17% | |
| 35 | RSG | Republic Services Inc | 股票-工業 | 0.66% | -0.13% | +1626.79% | |
| 36 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.65% | +0.09% | +23616.25% | |
| 37 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.64% | +0.06% | +460.70% | |
| 38 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.63% | -0.10% | +941.82% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.63% | +0.06% | +1260.62% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.63% | +0.01% | +571.13% | |
| 41 | SPGI | S&p Global Inc | 股票-金融 | 0.62% | -0.10% | +2112.91% | |
| 42 | ATO | Atmos Energy CORP | 股票-公用事業 | 0.59% | -0.08% | +2212.05% | |
| 43 | CTAS | Cintas CORP | 股票-工業 | 0.59% | -0.06% | +7951.85% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.58% | — | +2772.41% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.56% | -0.18% | +587.98% | |
| 46 | FAST | Fastenal Co | 股票-工業 | 0.56% | -0.06% | +1789.08% | |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.55% | -0.07% | +2778.78% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.55% | +0.09% | +2657.97% | |
| 49 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.54% | -0.03% | EXIT | |
| 50 | EOG | Eog Resources Inc | 股票-能源 | 0.54% | -0.11% | +2590.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +1% | +6605.46% | 加碼 |
| 2 | IUSV | Ishares Core S&p U.s. Value | +1% | +10714.05% | 加碼 |
| 3 | SCHF | Schwab Intl Equity ETF | +1% | +8428.30% | 加碼 |
| 4 | IUSG | Ishares Core S&p U.s. Growth | +1% | +10090.92% | 加碼 |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | +0.8% | +2305.02% | 加碼 |
| 6 | SPHY | Ss Spdr P High Yield ETF | +0.6% | +23616.25% | 加碼 |
| 7 | XSHQ | Invesco S&p Smallcap Quality | +0.5% | NEW | 新建倉 |
| 8 | HD | Home Depot Inc | +0.5% | +1774.85% | 加碼 |
| 9 | MCD | Mcdonald's CORP | +0.4% | +1974.99% | 加碼 |
| 10 | GLDM | Spdr Gold Minishares Trust | +0.4% | +1804.98% | 加碼 |
| 11 | SNA | Snap-on Inc | +0.4% | +2691.17% | 加碼 |
| 12 | SHW | Sherwin-williams Co/the | +0.4% | +2087.17% | 加碼 |
| 13 | TXN | Texas Instruments Inc | +0.4% | +2559.45% | 加碼 |
| 14 | WSO | Watsco Inc | +0.3% | +2128.14% | 加碼 |
| 15 | SYK | Stryker CORP | +0.3% | +2140.06% | 加碼 |
| 16 | MKC | Mccormick & Co-non Vtg Shrs | +0.3% | +2778.78% | 加碼 |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +1732.21% | 加碼 |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | +2772.41% | 加碼 |
| 19 | ATO | Atmos Energy CORP | +0.3% | +2212.05% | 加碼 |
| 20 | SPGI | S&p Global Inc | +0.3% | +2112.91% | 加碼 |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +2657.97% | 加碼 |
| 22 | VZ | Verizon Communications Inc | +0.3% | +1934.50% | 加碼 |
| 23 | ADP | Automatic Data Processing | +0.3% | +1628.90% | 加碼 |
| 24 | EOG | Eog Resources Inc | +0.3% | +2590.84% | 加碼 |
| 25 | CTAS | Cintas CORP | +0.3% | +7951.85% | 加碼 |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.3% | +2202.92% | 加碼 |
| 27 | MA | Mastercard Inc - A | +0.2% | +1664.20% | 加碼 |
| 28 | FAST | Fastenal Co | +0.2% | +1789.08% | 加碼 |
| 29 | CASY | Casey's General Stores Inc | +0.2% | +1819.15% | 加碼 |
| 30 | TSCO | Tractor Supply Company | +0.2% | +1501.14% | 加碼 |
| 31 | RSG | Republic Services Inc | +0.2% | +1626.79% | 加碼 |
| 32 | XOM | Exxon Mobil CORP | +0.2% | +1494.25% | 加碼 |
| 33 | VCIT | Vanguard Int-term Corporate | +0.1% | +1284.50% | 加碼 |
| 34 | MRK | Merck & Co. Inc. | 0% | +1260.62% | 加碼 |
| 35 | WEC | Wec Energy Group Inc | -0.1% | +897.40% | 加碼 |
| 36 | AWK | American Water Works Co Inc | -0.1% | +941.82% | 加碼 |
| 37 | HYBB | Ishares Bb Rated CORP Bond | -0.1% | +1065.10% | 加碼 |
| 38 | ITW | Illinois Tool Works | -0.3% | +787.26% | 加碼 |
| 39 | ABBV | Abbvie Inc | -0.3% | +792.48% | 加碼 |
| 40 | QCOM | Qualcomm Inc | -0.3% | +957.53% | 加碼 |
| 41 | WMT | Walmart Inc | -0.4% | +670.01% | 加碼 |
| 42 | SPMB | Ss Spdr P Mort Back Bond ETF | -0.5% | +661.02% | 加碼 |
| 43 | AVGO | Broadcom Inc | -0.5% | +6999.06% | 加碼 |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | -0.6% | +571.13% | 加碼 |
| 45 | AAPL | Apple Inc | -0.6% | +865.62% | 加碼 |
| 46 | ACN | Accenture plc | -0.7% | +509.81% | 加碼 |
| 47 | COST | Costco Wholesale CORP | -0.9% | +530.79% | 加碼 |
| 48 | AMZN | Amazon.com Inc | -0.9% | +460.70% | 加碼 |
| 49 | MSFT | Microsoft CORP | -1.7% | +628.11% | 加碼 |
| 50 | NVDA | Nvidia CORP | -3.3% | +210.61% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Benjamin Edwards Inc 在 Q3 2024 季度的美股持倉總市值約為 US$109.7億，共申報了 1082 個公開持股部位。
在 Q3 2024 季度，Benjamin Edwards Inc 按市值排列的前三大核心持股分別為：AAPL (2.7%)、MSFT (1.9%)、XMHQ (1.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 2.7% 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。
本季最大新建倉標的
XSHQ
市值: US$3572.0萬
在 Q3 2024 季度中，Benjamin Edwards Inc 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 49 個部位、減碼 0 個部位以及清倉 0 個部位。 其中最大新建倉標的為 XSHQ。
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。