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: 0001007295
申報總市值
US$82.2億
US$82.2億
402 檔
20.5%
截至 Q3 2024 季度末，Bridges Investment Management Inc 的美股持倉估值約為 US$82.2億，全數申報部位共有 402 檔。
在 Q3 2024，Bridges Investment Management Inc 進行了溫和的常態性持倉調整（包含新建倉 3 檔、加碼 23 檔、減碼 24 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
整體而言，Bridges Investment Management Inc 的前 5 大持股（包含 MSFT, AAPL, AMZN）貢獻了組合市值的 20.5%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 402 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 | 5.81% | -0.44% | -0.06% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.75% | -0.10% | -1.83% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.22% | +0.06% | +0.42% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.90% | -0.38% | -1.46% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.86% | +0.30% | -2.48% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.66% | +0.18% | +4.28% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.85% | -0.21% | -0.40% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.79% | -0.08% | -6.49% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.63% | -0.10% | +1.70% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.50% | +0.10% | -0.43% | |
| 11 | UNP | Union Pacific CORP | 股票-工業 | 2.40% | -0.36% | -1.01% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.25% | +0.15% | +6.33% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.25% | +0.01% | +3.14% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.95% | — | -1.16% | |
| 15 | ODFL | Old Dominion Freight Line | 股票-工業 | 1.93% | -0.01% | +12.90% | |
| 16 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.73% | +1.38% | +5.48% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.70% | +0.03% | -0.47% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.02% | -1.13% | |
| 19 | PGR | Progressive CORP | 股票-金融 | 1.51% | -0.03% | -1.65% | |
| 20 | SPGI | S&p Global Inc | 股票-金融 | 1.49% | -0.14% | -0.60% | |
| 21 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.42% | -0.25% | +0.05% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.40% | -0.15% | +0.39% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.23% | +0.19% | +19.20% | |
| 24 | BLKCHF | Blackrock Inc | 股票-其他 | 1.21% | — | -1.04% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.21% | +0.03% | -6.92% | |
| 26 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.20% | -0.14% | +10.51% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.16% | -0.16% | -0.91% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 1.05% | +0.47% | +896.19% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 1.03% | -0.28% | -1.32% | |
| 30 | LAD | Lithia Motors Inc | 股票-循環性消費 | 1.02% | +0.02% | +43.45% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.98% | +0.01% | +2.44% | |
| 32 | USB | US Bancorp | 股票-金融 | 0.96% | +0.03% | +1554.26% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.95% | +0.07% | -7.21% | |
| 34 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.92% | -0.03% | -0.68% | |
| 35 | NOW | Servicenow Inc | 股票-科技 | 0.90% | -0.03% | -6.80% | |
| 36 | ICE | Intercontinental Exchange In | 股票-金融 | 0.89% | -0.25% | -0.71% | |
| 37 | CTAS | Cintas CORP | 股票-工業 | 0.79% | -0.06% | +302.34% | |
| 38 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.76% | -0.38% | +1.01% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.74% | -0.01% | -1.18% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.65% | -0.01% | -2.39% | |
| 41 | ALC | Alcon Inc. | 股票-醫療保健 | 0.64% | -0.08% | -0.35% | |
| 42 | CPRT | Copart Inc | 股票-工業 | 0.64% | -0.12% | +0.37% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.63% | -0.04% | -1.76% | |
| 44 | CHE | Chemed CORP | 股票-醫療保健 | 0.61% | -0.31% | +3.07% | |
| 45 | EOG | Eog Resources Inc | 股票-能源 | 0.60% | -0.38% | -0.09% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.60% | -0.10% | +0.09% | |
| 47 | KLAC | Kla CORP | 股票-科技 | 0.56% | +1.00% | +1.02% | |
| 48 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.55% | -0.07% | +1.06% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.52% | -0.09% | -0.86% | |
| 50 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.50% | +0.04% | -0.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | USB | US Bancorp | +0.9% | +1554.26% | 加碼 |
| 2 | LAD | Lithia Motors Inc | +0.4% | +43.45% | 加碼 |
| 3 | AZO | Autozone Inc | +0.3% | +4503.80% | 加碼 |
| 4 | ODFL | Old Dominion Freight Line | +0.3% | +12.90% | 加碼 |
| 5 | CDNS | Cadence Design Sys Inc | +0.3% | NEW | 新建倉 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.2% | +19.20% | 加碼 |
| 7 | LOW | Lowe's Cos Inc | +0.2% | +0.05% | 加碼 |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +6.33% | 加碼 |
| 9 | PGR | Progressive CORP | +0.2% | -1.65% | 減碼 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.70% | 加碼 |
| 11 | FND | Floor & Decor Holdings Inc-a | +0.1% | +2010.45% | 加碼 |
| 12 | MRSH | Marsh & Mclennan Cos | +0.1% | NEW | 新建倉 |
| 13 | ISRG | Intuitive Surgical Inc | +0.1% | +10.51% | 加碼 |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | -0.43% | 減碼 |
| 15 | ✓ | Pem Holding Comapny, LLC | +0.1% | NEW | 新建倉 |
| 16 | BLKCHF | Blackrock Inc | +0.1% | -1.04% | 減碼 |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | -1.46% | 減碼 |
| 18 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.28% | 加碼 |
| 19 | SPGI | S&p Global Inc | +0.1% | -0.60% | 減碼 |
| 20 | MA | Mastercard Inc - A | +0.1% | -0.40% | 減碼 |
| 21 | SHW | Sherwin-williams Co/the | +0.1% | -0.74% | 減碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +0.39% | 加碼 |
| 23 | ICE | Intercontinental Exchange In | +0.1% | -0.71% | 減碼 |
| 24 | CTAS | Cintas CORP | +0.1% | +302.34% | 加碼 |
| 25 | URI | United Rentals Inc | +0.1% | +8.23% | 加碼 |
| 26 | POOL | Pool CORP | +0.1% | +2.18% | 加碼 |
| 27 | ZTS | Zoetis Inc | 0% | +1.01% | 加碼 |
| 28 | AMT | American Tower CORP | 0% | -0.76% | 減碼 |
| 29 | VEA | Vanguard Ftse Developed ETF | 0% | +3.14% | 加碼 |
| 30 | IWD | Ishares Russell 1000 Value E | 0% | +2.44% | 加碼 |
| 31 | HD | Home Depot Inc | 0% | -2.39% | 減碼 |
| 32 | CHE | Chemed CORP | 0% | +3.07% | 加碼 |
| 33 | BWXT | Bwx Technologies Inc | 0% | +1.06% | 加碼 |
| 34 | TMO | Thermo Fisher Scientific Inc | 0% | -0.91% | 減碼 |
| 35 | ALC | Alcon Inc. | 0% | -0.35% | 減碼 |
| 36 | AAPL | Apple Inc | 0% | -1.83% | 減碼 |
| 37 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.16% | 減碼 |
| 38 | AVGO | Broadcom Inc | 0% | +896.19% | 加碼 |
| 39 | UNP | Union Pacific CORP | 0% | -1.01% | 減碼 |
| 40 | PANW | Palo Alto Networks Inc | 0% | +5.48% | 加碼 |
| 41 | V | Visa Inc-class A Shares | -0.1% | -0.47% | 減碼 |
| 42 | EW | Edwards Lifesciences CORP | -0.1% | -77.90% | 減碼 |
| 43 | NKE | Nike Inc -cl B | -0.1% | -65.25% | 減碼 |
| 44 | GNRC | Generac Holdings Inc | -0.1% | -46.14% | 減碼 |
| 45 | ADBE | Adobe Inc | -0.2% | -1.32% | 減碼 |
| 46 | GOOG | Alphabet Inc-cl C | -0.3% | -7.21% | 減碼 |
| 47 | NVDA | Nvidia CORP | -0.5% | -6.49% | 減碼 |
| 48 | AMZN | Amazon.com Inc | -0.5% | +0.42% | 加碼 |
| 49 | MSFT | Microsoft CORP | -0.8% | -0.06% | 減碼 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.9% | -2.48% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bridges Investment Management Inc 在 Q3 2024 季度的美股持倉總市值約為 US$82.2億，共申報了 402 個公開持股部位。
在 Q3 2024 季度，Bridges Investment Management Inc 按市值排列的前三大核心持股分別為：MSFT (5.8%)、AAPL (5.8%)、AMZN (4.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.8% 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
CDNS
市值: US$1966.9萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$4.3億
在 Q3 2024 季度中，Bridges Investment Management Inc 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 23 個部位、減碼 24 個部位以及清倉 0 個部位。 其中最大新建倉標的為 CDNS。
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。