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: 0001015086
申報總市值
US$70.6億
US$70.6億
457 檔
16.6%
根據最新整理的 13F 季度數據集，Bradley Foster & Sargent Inc/ct 於 Q3 2024 結束時的管理資產規模為 US$70.6億。該機構在本季度申報了 457 檔美股持倉，呈現出該時期的主要投資地圖。
Bradley Foster & Sargent Inc/ct 在 Q3 2024 進行了結構性的板塊輪動與部位換股。在開立 12 個全新部位及加碼 97 檔持股的同時，亦同步清倉 10 檔並減碼 77 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, JPM）占據了總市值的 16.6%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 457 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 | 5.49% | -0.19% | +0.21% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.41% | +0.20% | -1.60% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.72% | +0.10% | +0.92% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.16% | +0.58% | -5.30% | |
| 5 | DHR | Danaher CORP | 股票-醫療保健 | 2.82% | +0.60% | +9.40% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.51% | +0.13% | +7.45% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.20% | -0.31% | -1.98% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.15% | -0.14% | +0.89% | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.09% | -0.08% | +1.32% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.99% | +0.03% | +2.18% | |
| 11 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.92% | -0.37% | +1.57% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.67% | +0.09% | -0.12% | |
| 13 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.62% | -0.04% | +0.51% | |
| 14 | ADBE | Adobe Inc | 股票-科技 | 1.61% | -0.02% | -0.27% | |
| 15 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.55% | -0.88% | +4.79% | |
| 16 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.54% | -0.22% | -0.34% | |
| 17 | FISV | Fiserv Inc | 股票-其他 | 1.48% | -0.03% | +1.60% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.48% | +0.07% | +0.92% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.48% | -0.07% | +0.20% | |
| 20 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.21% | -0.59% | +0.25% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 1.21% | +0.18% | -0.53% | |
| 22 | DE | Deere & Co | 股票-工業 | 1.20% | +0.27% | -0.69% | |
| 23 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.15% | — | -0.09% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.14% | -0.21% | +17.99% | |
| 25 | APH | Amphenol Corp-cl A | 股票-科技 | 1.13% | +0.50% | +1.95% | |
| 26 | INTU | Intuit Inc | 股票-科技 | 1.12% | -0.11% | +1.45% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 1.11% | -0.13% | +0.73% | |
| 28 | COP | Conocophillips | 股票-能源 | 1.07% | -0.37% | -0.93% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.06% | -0.07% | -0.93% | |
| 30 | NOC | Northrop Grumman CORP | 股票-工業 | 0.97% | -0.28% | +0.18% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.89% | -0.16% | -0.31% | |
| 32 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.87% | — | -3.45% | |
| 33 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.82% | -0.01% | -1.12% | |
| 34 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.82% | -0.57% | -12.30% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.28% | +0.02% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.80% | -0.01% | -1.02% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.79% | +0.03% | -2.43% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.75% | +0.01% | +0.37% | |
| 39 | SPGI | S&p Global Inc | 股票-金融 | 0.74% | -0.02% | +1.97% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.72% | -0.06% | +5.19% | |
| 41 | CAT | Caterpillar Inc | 股票-工業 | 0.71% | +0.38% | -0.74% | |
| 42 | RBC | RBC Bearings Inc | 股票-工業 | 0.69% | +0.06% | +0.46% | |
| 43 | AMAT | Applied Materials Inc | 股票-科技 | 0.69% | +0.20% | -1.58% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.68% | -0.02% | -1.65% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.67% | -0.04% | -0.28% | |
| 46 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.64% | -0.13% | +0.57% | |
| 47 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.64% | -0.03% | +3.21% | |
| 48 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 0.64% | +0.05% | — | |
| 49 | AXP | American Express Co | 股票-金融 | 0.62% | +0.04% | -1.35% | |
| 50 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.61% | -0.02% | -3.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FWONK | Liberty Media Corp-formula-c | +0.6% | NEW | 新建倉 |
| 2 | DHR | Danaher CORP | +0.3% | +9.40% | 加碼 |
| 3 | SHW | Sherwin-williams Co/the | +0.3% | +0.51% | 加碼 |
| 4 | AEM | Agnico Eagle Mines LTD | +0.3% | +4.79% | 加碼 |
| 5 | PWR | Quanta Services Inc | +0.2% | +279.13% | 加碼 |
| 6 | ABT | Abbott Laboratories | +0.2% | +17.99% | 加碼 |
| 7 | FISV | Fiserv Inc | +0.2% | +1.60% | 加碼 |
| 8 | GE | General Electric | +0.2% | +101.72% | 加碼 |
| 9 | UNH | Unitedhealth Group Inc | +0.2% | +2.18% | 加碼 |
| 10 | HD | Home Depot Inc | +0.1% | +0.20% | 加碼 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.89% | 加碼 |
| 12 | NOC | Northrop Grumman CORP | +0.1% | +0.18% | 加碼 |
| 13 | ORCL | Oracle CORP | +0.1% | +5.19% | 加碼 |
| 14 | TRU | Transunion | +0.1% | +28.49% | 加碼 |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1.32% | 加碼 |
| 16 | MCD | Mcdonald's CORP | +0.1% | -0.31% | 減碼 |
| 17 | LOW | Lowe's Cos Inc | +0.1% | +5.24% | 加碼 |
| 18 | GEHC | GE Healthcare Technology | +0.1% | +3.21% | 加碼 |
| 19 | TRP | Tc Energy CORP | +0.1% | +582.94% | 加碼 |
| 20 | SPGI | S&p Global Inc | +0.1% | +1.97% | 加碼 |
| 21 | UBER | Uber Technologies Inc | +0.1% | +103.48% | 加碼 |
| 22 | GLD | Spdr Gold Shares | +0.1% | +0.25% | 加碼 |
| 23 | CARR | Carrier Global CORP | +0.1% | -0.35% | 減碼 |
| 24 | BX | Blackstone Inc | +0.1% | +23.98% | 加碼 |
| 25 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 26 | AAPL | Apple Inc | +0.1% | -1.60% | 減碼 |
| 27 | MA | Mastercard Inc - A | +0.1% | +0.73% | 加碼 |
| 28 | CAT | Caterpillar Inc | +0.1% | -0.74% | 減碼 |
| 29 | DHI | Dr Horton Inc | +0.1% | +1.80% | 加碼 |
| 30 | IBM | Intl Business Machines CORP | +0.1% | -0.20% | 減碼 |
| 31 | HWM | Howmet Aerospace Inc | +0.1% | -3.87% | 減碼 |
| 32 | DE | Deere & Co | 0% | -0.69% | 減碼 |
| 33 | ABBV | Abbvie Inc | 0% | -2.43% | 減碼 |
| 34 | AXP | American Express Co | 0% | -1.35% | 減碼 |
| 35 | ADP | Automatic Data Processing | 0% | -1.65% | 減碼 |
| 36 | NKE | Nike Inc -cl B | 0% | +1.49% | 加碼 |
| 37 | O | Realty Income CORP | 0% | +4.81% | 加碼 |
| 38 | WMT | Walmart Inc | 0% | +6.07% | 加碼 |
| 39 | SBUX | Starbucks CORP | 0% | +1.47% | 加碼 |
| 40 | LMT | Lockheed Martin CORP | 0% | +1.01% | 加碼 |
| 41 | TMUS | T-mobile US Inc | 0% | +5.33% | 加碼 |
| 42 | ETN | Eaton Corporation plc | 0% | +37.03% | 加碼 |
| 43 | ZTS | Zoetis Inc | 0% | +0.57% | 加碼 |
| 44 | CB | Chubb Limited | 0% | +2.06% | 加碼 |
| 45 | RTX | Rtx CORP | 0% | -1.62% | 減碼 |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | 0% | -2.63% | 減碼 |
| 47 | VB | Vanguard Small-cap ETF | 0% | +9.70% | 加碼 |
| 48 | AZO | Autozone Inc | 0% | +10.00% | 加碼 |
| 49 | NVR | Nvr Inc | 0% | +1.14% | 加碼 |
| 50 | EQT | Eqt CORP | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Bradley Foster & Sargent Inc/ct 在 Q3 2024 季度的美股持倉總市值約為 US$70.6億，共申報了 457 個公開持股部位。
在 Q3 2024 季度，Bradley Foster & Sargent Inc/ct 按市值排列的前三大核心持股分別為：MSFT (5.5%)、AAPL (4.4%)、JPM (3.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.5% 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
FWONK
市值: US$3802.3萬
本季最大獲利了結 / 清倉標的
SCHNEIDER ELECTRIC SA
前期市值: US$796.7萬
在 Q3 2024 季度中，Bradley Foster & Sargent Inc/ct 共進行了 196 項持倉異動，包含新建倉 12 個部位、加碼 97 個部位、減碼 77 個部位以及清倉 10 個部位。 其中最大新建倉標的為 FWONK。 本季清倉部位包含 SCHNEIDER ELECTRIC SA。
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。