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: 0001534866
申報總市值
US$131.3億
US$131.3億
379 檔
13.1%
在 Q4 2024 的 13F 官方備案中，Boston Trust Walden Corp 管理的美股投資組合規模來到 US$131.3億，整體持股檔數為 379 檔。
在 Q4 2024 期間，Boston Trust Walden Corp 展現了靈活的資產再平衡步調，透過出清 1 檔弱勢或達到目標價部位，將資金轉置於 4 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, GOOGL）累計市值佔比達 13.1%，是驅動 Boston Trust Walden Corp 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 379 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 | MSFT | Microsoft CORP | 股票-科技 | 3.71% | -0.22% | -3.33% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.26% | +0.09% | -5.07% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.84% | +0.18% | -1.02% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.73% | +0.02% | -1.29% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.56% | +0.18% | -7.72% | |
| 6 | ACN | Accenture plc | 股票-科技 | 1.51% | -0.29% | -0.47% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.49% | +0.04% | -1.66% | |
| 8 | DCI | Donaldson Co Inc | 股票-工業 | 1.25% | -0.07% | -0.10% | |
| 9 | ATR | Aptargroup Inc | 股票-醫療保健 | 1.25% | -0.16% | -21.80% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.10% | -0.07% | -0.74% | |
| 11 | WAT | Waters CORP | 股票-醫療保健 | 1.09% | +0.02% | -11.52% | |
| 12 | ADP | Automatic Data Processing | 股票-科技 | 1.07% | — | -1.03% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.05% | +0.14% | +0.64% | |
| 14 | QLYS | Qualys Inc | 股票-科技 | 1.03% | +0.30% | +13.34% | |
| 15 | FDS | Factset Research Systems Inc | 股票-金融 | 1.02% | -0.04% | +1.78% | |
| 16 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.99% | -0.23% | +9.84% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.96% | -0.13% | -5.86% | |
| 18 | CHH | Choice Hotels Intl Inc | 股票-循環性消費 | 0.95% | -0.04% | +1.01% | |
| 19 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.95% | -0.13% | -9.25% | |
| 20 | CHE | Chemed CORP | 股票-醫療保健 | 0.90% | +0.07% | +10.04% | |
| 21 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 0.89% | -0.52% | +10.01% | |
| 22 | HUBB | Hubbell Inc | 股票-工業 | 0.87% | -0.06% | -0.76% | |
| 23 | CB | Chubb Limited | 股票-金融 | 0.87% | -0.05% | -0.24% | |
| 24 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.84% | +0.14% | -12.70% | |
| 25 | SYK | Stryker CORP | 股票-醫療保健 | 0.83% | -0.06% | -2.06% | |
| 26 | SMPL | Simply Good Foods Co/the | 股票-其他 | 0.83% | -0.25% | +31.32% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.83% | -0.13% | -1.54% | |
| 28 | PRGS | Progress Software CORP | 股票-其他 | 0.81% | -0.36% | EXIT | |
| 29 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.80% | +0.06% | +2.34% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 0.80% | — | -1.40% | |
| 31 | COLM | Columbia Sportswear Co | 股票-其他 | 0.76% | — | +0.25% | |
| 32 | SEIC | Sei Investments Company | 股票-金融 | 0.76% | -0.01% | +1.56% | |
| 33 | DE | Deere & Co | 股票-工業 | 0.74% | — | -0.36% | |
| 34 | WTS | Watts Water Technologies-a | 股票-工業 | 0.74% | +0.20% | -0.21% | |
| 35 | WHD | Cactus Inc - A | 股票-其他 | 0.74% | -0.05% | +0.55% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.73% | +0.22% | -0.36% | |
| 37 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.71% | -0.17% | -0.94% | |
| 38 | SIGI | Selective Insurance Group | 股票-金融 | 0.69% | +0.04% | +8.69% | |
| 39 | SLGN | Silgan Holdings Inc | 股票-循環性消費 | 0.69% | +0.01% | -0.25% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.68% | +0.47% | -0.13% | |
| 41 | NTRS | Northern Trust CORP | 股票-金融 | 0.67% | -0.05% | +1.57% | |
| 42 | AZO | Autozone Inc | 股票-循環性消費 | 0.66% | -0.06% | +1.61% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.66% | -0.06% | +40.84% | |
| 44 | CBSH | Commerce Bancshares Inc | 股票-金融 | 0.64% | +0.15% | +17.60% | |
| 45 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.64% | -0.33% | +26.93% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.63% | -0.08% | -7.38% | |
| 47 | IBOC | International Bancshares Crp | 股票-其他 | 0.63% | +0.16% | +11.41% | |
| 48 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 0.62% | -0.15% | +2.81% | |
| 49 | CVCO | Cavco Industries Inc | 股票-循環性消費 | 0.61% | +0.17% | +0.32% | |
| 50 | CNS | Cohen & Steers Inc | 股票-其他 | 0.60% | +0.02% | +0.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SYY | Sysco CORP | +0.3% | +179.52% | 加碼 |
| 2 | SMPL | Simply Good Foods Co/the | +0.3% | +31.32% | 加碼 |
| 3 | STE | STERIS plc | +0.2% | +400.40% | 加碼 |
| 4 | GPK | Graphic Packaging Holding Co | +0.2% | NEW | 新建倉 |
| 5 | CFR | Cullen/frost Bankers Inc | +0.2% | +9.84% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.02% | 減碼 |
| 7 | QLYS | Qualys Inc | +0.2% | +13.34% | 加碼 |
| 8 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -1.29% | 減碼 |
| 10 | UFPT | Ufp Technologies Inc | +0.2% | NEW | 新建倉 |
| 11 | ORCL | Oracle CORP | +0.2% | +40.84% | 加碼 |
| 12 | V | Visa Inc-class A Shares | +0.2% | -1.66% | 減碼 |
| 13 | HRB | H&r Block Inc | +0.2% | NEW | 新建倉 |
| 14 | PBH | Prestige Consumer Healthcare | +0.2% | +43.50% | 加碼 |
| 15 | SEIC | Sei Investments Company | +0.1% | +1.56% | 加碼 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +276.64% | 加碼 |
| 17 | LULU | Lululemon Athletica Inc | +0.1% | +7.61% | 加碼 |
| 18 | CHKP | Check Point Software Technologies Ltd. | +0.1% | +26.93% | 加碼 |
| 19 | CBSH | Commerce Bancshares Inc | +0.1% | +17.60% | 加碼 |
| 20 | PAYC | Paycom Software Inc | +0.1% | +3.33% | 加碼 |
| 21 | IBOC | International Bancshares Crp | +0.1% | +11.41% | 加碼 |
| 22 | NTRS | Northern Trust CORP | +0.1% | +1.57% | 加碼 |
| 23 | CHH | Choice Hotels Intl Inc | +0.1% | +1.01% | 加碼 |
| 24 | SNA | Snap-on Inc | +0.1% | +3.08% | 加碼 |
| 25 | WSM | Williams-sonoma Inc | +0.1% | -2.14% | 減碼 |
| 26 | COO | Cooper Cos Inc/the | -0.1% | +10.01% | 加碼 |
| 27 | NDSN | Nordson CORP | -0.1% | +3.22% | 加碼 |
| 28 | WAT | Waters CORP | -0.1% | -11.52% | 減碼 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | -7.53% | 減碼 |
| 30 | STAG | Stag Industrial Inc | -0.1% | -0.23% | 減碼 |
| 31 | EG | Everest Group, Ltd. | -0.1% | -96.96% | 減碼 |
| 32 | PEP | Pepsico Inc | -0.1% | -1.54% | 減碼 |
| 33 | AOS | Smith (a.o.) CORP | -0.1% | +2.85% | 加碼 |
| 34 | CRI | Carter's Inc | -0.1% | -20.38% | 減碼 |
| 35 | DCI | Donaldson Co Inc | -0.1% | -0.10% | 減碼 |
| 36 | IDCC | Interdigital Inc | -0.1% | -44.45% | 減碼 |
| 37 | PRGS | Progress Software CORP | -0.1% | -9.26% | 減碼 |
| 38 | CMCSA | Comcast Corp-class A | -0.1% | -7.38% | 減碼 |
| 39 | TFX | Teleflex Inc | -0.1% | +3.90% | 加碼 |
| 40 | JNJ | Johnson & Johnson | -0.1% | -0.74% | 減碼 |
| 41 | AMAT | Applied Materials Inc | -0.2% | -0.13% | 減碼 |
| 42 | UNH | Unitedhealth Group Inc | -0.2% | +0.64% | 加碼 |
| 43 | TROW | T Rowe Price Group Inc | -0.2% | -36.83% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.2% | -3.33% | 減碼 |
| 45 | CORT | Corcept Therapeutics Inc | -0.2% | -40.62% | 減碼 |
| 46 | MANH | Manhattan Associates Inc | -0.2% | -87.79% | 減碼 |
| 47 | RVTY | Revvity Inc | -0.2% | EXIT | 清倉 |
| 48 | SBUX | Starbucks CORP | -0.4% | -62.15% | 減碼 |
| 49 | ATR | Aptargroup Inc | -0.4% | -21.80% | 減碼 |
| 50 | SFM | Sprouts Farmers Market Inc | -0.5% | -96.54% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Boston Trust Walden Corp 在 Q4 2024 季度的美股持倉總市值約為 US$131.3億，共申報了 379 個公開持股部位。
在 Q4 2024 季度，Boston Trust Walden Corp 按市值排列的前三大核心持股分別為：MSFT (3.7%)、AAPL (3.3%)、GOOGL (1.8%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.7% 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
GPK
市值: US$3413.1萬
本季最大獲利了結 / 清倉標的
RVTY
前期市值: US$2993.8萬
在 Q4 2024 季度中，Boston Trust Walden Corp 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 22 個部位、減碼 23 個部位以及清倉 1 個部位。 其中最大新建倉標的為 GPK。 本季清倉部位包含 RVTY。
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。