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。
CIK: 0001007295
申報總市值
US$82.2億
US$82.2億
405 檔
21.3%
Bridges Investment Management Inc 在 Q4 2024 季度的美股部位總計估值為 US$82.2億,分散於 405 個持倉標的之中,反映其市場參與廣度與投資規模。
數據顯示 Bridges Investment Management Inc 於 Q4 2024 季度持續回收資金,對 40 個既有部位進行裁減並清倉 1 個標的,組合整體流動性比重有所上升。
從部位權重觀察,前 5 大標的(包含 AAPL, MSFT, AMZN)累計市值佔比達 21.3%,是驅動 Bridges Investment Management Inc 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 405 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 | 5.93% | -0.10% | -4.09% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.60% | -0.44% | -1.65% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.88% | +0.06% | -1.86% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.31% | +0.30% | -2.28% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.79% | -0.38% | -1.49% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.75% | +0.18% | +2.70% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.97% | -0.21% | -2.06% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.96% | -0.08% | -4.18% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.54% | -0.10% | -2.09% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.28% | +0.15% | +2.63% | |
| 11 | UNP | Union Pacific CORP | 股票-工業 | 2.20% | -0.36% | -1.27% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.14% | +0.10% | -1.33% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.10% | +0.01% | +3.27% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.90% | +0.03% | -2.60% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.81% | -0.02% | -2.16% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.81% | — | +0.80% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.80% | +1.38% | +95.91% | |
| 18 | ODFL | Old Dominion Freight Line | 股票-工業 | 1.70% | -0.01% | -0.93% | |
| 19 | SPGI | S&p Global Inc | 股票-金融 | 1.41% | -0.14% | -1.98% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.40% | -0.15% | -2.01% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.39% | +0.47% | -1.39% | |
| 22 | PGR | Progressive CORP | 股票-金融 | 1.38% | -0.03% | -2.73% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.34% | +0.19% | +7.51% | |
| 24 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.29% | -0.25% | -0.78% | |
| 25 | BLK | Blackrock Inc | 股票-金融 | 1.27% | -0.10% | — | |
| 26 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.27% | -0.14% | -0.91% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.25% | +0.03% | -3.41% | |
| 28 | LAD | Lithia Motors Inc | 股票-循環性消費 | 1.15% | +0.02% | -0.36% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.03% | +0.07% | -4.65% | |
| 30 | NOW | Servicenow Inc | 股票-科技 | 1.01% | -0.03% | -5.46% | |
| 31 | USB | US Bancorp | 股票-金融 | 1.00% | +0.03% | -0.21% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.96% | -0.16% | -1.02% | |
| 33 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.96% | -0.03% | -1.79% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.94% | +0.01% | -1.10% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 0.88% | -0.28% | -1.26% | |
| 36 | ICE | Intercontinental Exchange In | 股票-金融 | 0.81% | -0.25% | -1.66% | |
| 37 | CTAS | Cintas CORP | 股票-工業 | 0.69% | -0.06% | -0.81% | |
| 38 | CPRT | Copart Inc | 股票-工業 | 0.69% | -0.12% | -0.76% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.68% | -0.01% | -0.15% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.67% | -0.04% | -15.12% | |
| 41 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.64% | +0.13% | +111.24% | |
| 42 | EOG | Eog Resources Inc | 股票-能源 | 0.63% | -0.38% | +4.68% | |
| 43 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.61% | -0.38% | -3.26% | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.61% | -0.01% | -2.79% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.61% | -0.10% | -1.85% | |
| 46 | ALC | Alcon Inc. | 股票-醫療保健 | 0.54% | -0.08% | -1.57% | |
| 47 | CHE | Chemed CORP | 股票-醫療保健 | 0.50% | -0.31% | -6.58% | |
| 48 | ATR | Aptargroup Inc | 股票-醫療保健 | 0.47% | — | -0.82% | |
| 49 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.46% | -0.07% | -18.96% | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.46% | -0.09% | -1.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.3% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +0.7% | -1.86% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.28% | 減碼 |
| 4 | CDNS | Cadence Design Sys Inc | +0.4% | +111.24% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.3% | -1.39% | 減碼 |
| 6 | V | Visa Inc-class A Shares | +0.2% | -2.60% | 減碼 |
| 7 | FND | Floor & Decor Holdings Inc-a | +0.2% | +174.90% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -2.16% | 減碼 |
| 9 | AAPL | Apple Inc | +0.2% | -4.09% | 減碼 |
| 10 | NVDA | Nvidia CORP | +0.2% | -4.18% | 減碼 |
| 11 | LAD | Lithia Motors Inc | +0.1% | -0.36% | 減碼 |
| 12 | MA | Mastercard Inc - A | +0.1% | -2.06% | 減碼 |
| 13 | AFG | American Financial Group Inc | +0.1% | +966.69% | 加碼 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +7.51% | 加碼 |
| 15 | NOW | Servicenow Inc | +0.1% | -5.46% | 減碼 |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.70% | 加碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -4.65% | 減碼 |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | +95.91% | 加碼 |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | -0.91% | 減碼 |
| 20 | CPRT | Copart Inc | +0.1% | -0.76% | 減碼 |
| 21 | TGT | Target CORP | -0.1% | -6.53% | 減碼 |
| 22 | ABBV | Abbvie Inc | -0.1% | -0.23% | 減碼 |
| 23 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -0.15% | 減碼 |
| 24 | PEP | Pepsico Inc | -0.1% | -1.09% | 減碼 |
| 25 | LMT | Lockheed Martin CORP | -0.1% | -0.93% | 減碼 |
| 26 | SHW | Sherwin-williams Co/the | -0.1% | -1.08% | 減碼 |
| 27 | AMGN | Amgen Inc | -0.1% | -0.76% | 減碼 |
| 28 | SPGI | S&p Global Inc | -0.1% | -1.98% | 減碼 |
| 29 | ICE | Intercontinental Exchange In | -0.1% | -1.66% | 減碼 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.09% | 減碼 |
| 31 | BWXT | Bwx Technologies Inc | -0.1% | -18.96% | 減碼 |
| 32 | ALC | Alcon Inc. | -0.1% | -1.57% | 減碼 |
| 33 | CTAS | Cintas CORP | -0.1% | -0.81% | 減碼 |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -1.49% | 減碼 |
| 35 | CHE | Chemed CORP | -0.1% | -6.58% | 減碼 |
| 36 | KLAC | Kla CORP | -0.1% | -0.37% | 減碼 |
| 37 | AMT | American Tower CORP | -0.1% | -5.68% | 減碼 |
| 38 | GNRC | Generac Holdings Inc | -0.1% | -64.08% | 減碼 |
| 39 | LOW | Lowe's Cos Inc | -0.1% | -0.78% | 減碼 |
| 40 | PGR | Progressive CORP | -0.1% | -2.73% | 減碼 |
| 41 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +0.80% | 加碼 |
| 42 | ADBE | Adobe Inc | -0.2% | -1.26% | 減碼 |
| 43 | ZTS | Zoetis Inc | -0.2% | -3.26% | 減碼 |
| 44 | VEA | Vanguard Ftse Developed ETF | -0.2% | +3.27% | 加碼 |
| 45 | UNP | Union Pacific CORP | -0.2% | -1.27% | 減碼 |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.2% | -1.02% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.2% | -1.65% | 減碼 |
| 48 | ODFL | Old Dominion Freight Line | -0.2% | -0.93% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.4% | -1.33% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -1.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案,Bridges Investment Management Inc 在 Q4 2024 季度的美股持倉總市值約為 US$82.2億,共申報了 405 個公開持股部位。
在 Q4 2024 季度,Bridges Investment Management Inc 按市值排列的前三大核心持股分別為:AAPL (5.9%)、MSFT (5.6%)、AMZN (4.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.9% 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
BLK
市值: US$9082.3萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$8668.0萬
在 Q4 2024 季度中,Bridges Investment Management Inc 共進行了 50 項持倉異動,包含新建倉 1 個部位、加碼 8 個部位、減碼 40 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。