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: 0001512978
申報總市值
US$1.9億
US$1.9億
54 檔
45.3%
截至 Q4 2024 季度末，Brookmont Capital Management 的美股持倉估值約為 US$1.9億，全數申報部位共有 54 檔。
Brookmont Capital Management 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 40 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 HD, JPM, WFC）占據了總市值的 45.3%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | HD | Home Depot Inc | 股票-循環性消費 | 33.98% | +0.83% | -0.13% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.94% | +0.20% | -5.53% | |
| 3 | WFC | Wells Fargo & Co | 股票-金融 | 2.92% | — | -10.33% | |
| 4 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.77% | -0.10% | -12.46% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.57% | +0.23% | -0.93% | |
| 6 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.54% | -0.32% | -1.29% | |
| 7 | HON | Honeywell International Inc | 股票-工業 | 2.53% | -2.56% | EXIT | |
| 8 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.52% | -0.38% | +16.73% | |
| 9 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.36% | -0.39% | -2.30% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.31% | -0.05% | -0.82% | |
| 11 | ACN | Accenture plc | 股票-科技 | 2.25% | — | -0.32% | |
| 12 | LHX | L3harris Technologies Inc | 股票-工業 | 2.17% | -0.65% | -1.87% | |
| 13 | SHEL | Shell Plc-adr | 股票-能源 | 2.14% | -0.66% | -0.69% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 2.04% | — | +12.42% | |
| 15 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 2.00% | -1.23% | EXIT | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.96% | -0.29% | -1.02% | |
| 17 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.96% | — | +54.83% | |
| 18 | USB | US Bancorp | 股票-金融 | 1.88% | -0.99% | -4.85% | |
| 19 | UPS | United Parcel Service-cl B | 股票-工業 | 1.83% | -1.48% | EXIT | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.70% | +0.20% | -3.50% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.69% | -0.30% | -0.14% | |
| 22 | ADI | Analog Devices Inc | 股票-科技 | 1.67% | +0.51% | -1.27% | |
| 23 | EQIX | Equinix Inc | 股票-房地產 | 1.67% | +0.04% | -1.28% | |
| 24 | COP | Conocophillips | 股票-能源 | 1.55% | -0.51% | -5.46% | |
| 25 | PNC | Pnc Financial Services Group | 股票-金融 | 1.43% | +0.20% | -0.85% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.28% | -0.20% | -1.29% | |
| 27 | MCHP | Microchip Technology Inc | 股票-科技 | 1.24% | +0.40% | -1.83% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | +0.53% | -20.79% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.88% | -0.07% | -6.31% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.86% | -0.17% | -7.70% | |
| 31 | AMGN | Amgen Inc | 股票-醫療保健 | 0.84% | — | -2.12% | |
| 32 | SRE | Sempra | 股票-公用事業 | 0.83% | -0.08% | -2.05% | |
| 33 | EMN | Eastman Chemical Co | 股票-原物料 | 0.78% | -0.10% | -2.04% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.71% | +0.08% | -16.04% | |
| 35 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.70% | — | -0.82% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.65% | -0.07% | +48.86% | |
| 37 | EVRG | Evergy Inc | 股票-公用事業 | 0.61% | +0.01% | -0.02% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | +0.12% | -0.25% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | +0.07% | -9.16% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.48% | +0.08% | -12.95% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.39% | -0.06% | +50.12% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.32% | -0.02% | -8.15% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.29% | -0.02% | -37.31% | |
| 44 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.29% | -0.05% | +43.28% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | -0.07% | -2.57% | |
| 46 | SYK | Stryker CORP | 股票-醫療保健 | 0.18% | -0.01% | -3.64% | |
| 47 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.18% | -0.01% | -14.34% | |
| 48 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.16% | +0.02% | +13.01% | |
| 49 | AVGO | Broadcom Inc | 股票-科技 | 0.15% | +0.06% | -12.76% | |
| 50 | AAPL | Apple Inc | 股票-科技 | 0.14% | +0.04% | +14.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GILD | Gilead Sciences Inc | +0.6% | +16.73% | 加碼 |
| 2 | AZNN | Astrazeneca Plc-spons Adr | +0.5% | +54.83% | 加碼 |
| 3 | WFC | Wells Fargo & Co | +0.4% | -10.33% | 減碼 |
| 4 | UPS | United Parcel Service-cl B | +0.3% | +26.50% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -5.53% | 減碼 |
| 6 | HON | Honeywell International Inc | +0.3% | -2.03% | 減碼 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.2% | +48.86% | 加碼 |
| 8 | BAC | Bank Of America CORP | +0.2% | -3.50% | 減碼 |
| 9 | BSV | Vanguard Short-term Bond ETF | +0.1% | +50.12% | 加碼 |
| 10 | EQIX | Equinix Inc | +0.1% | -1.28% | 減碼 |
| 11 | PNC | Pnc Financial Services Group | +0.1% | -0.85% | 減碼 |
| 12 | BIV | Vanguard Intermediate-term B | +0.1% | +43.28% | 加碼 |
| 13 | NVDA | Nvidia CORP | +0.1% | -0.25% | 減碼 |
| 14 | ACN | Accenture plc | +0.1% | -0.32% | 減碼 |
| 15 | SRE | Sempra | +0.1% | -2.05% | 減碼 |
| 16 | ABT | Abbott Laboratories | 0% | -1.29% | 減碼 |
| 17 | AMZN | Amazon.com Inc | 0% | +13.01% | 加碼 |
| 18 | CVX | Chevron CORP | 0% | -0.14% | 減碼 |
| 19 | AAPL | Apple Inc | 0% | +14.52% | 加碼 |
| 20 | AVGO | Broadcom Inc | 0% | -12.76% | 減碼 |
| 21 | MSFT | Microsoft CORP | 0% | -0.93% | 減碼 |
| 22 | IWF | Ishares Russell 1000 Growth | 0% | -7.70% | 減碼 |
| 23 | PG | Procter & Gamble Co/the | 0% | -0.82% | 減碼 |
| 24 | CTAS | Cintas CORP | 0% | +0.17% | 加碼 |
| 25 | BWXT | Bwx Technologies Inc | 0% | -14.34% | 減碼 |
| 26 | XOM | Exxon Mobil CORP | 0% | -2.57% | 減碼 |
| 27 | IJR | Ishares Core S&p Small-cap E | 0% | -9.16% | 減碼 |
| 28 | SHEL | Shell Plc-adr | 0% | -0.69% | 減碼 |
| 29 | DEO | Diageo Plc-sponsored Adr | -0.1% | -0.82% | 減碼 |
| 30 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -12.95% | 減碼 |
| 31 | EFA | Ishares Msci Eafe ETF | -0.1% | -8.15% | 減碼 |
| 32 | RTX | Rtx CORP | -0.1% | -6.31% | 減碼 |
| 33 | MCD | Mcdonald's CORP | -0.1% | -2.30% | 減碼 |
| 34 | IVV | Ishares Core S&p 500 ETF | -0.1% | -16.04% | 減碼 |
| 35 | ADI | Analog Devices Inc | -0.1% | -1.27% | 減碼 |
| 36 | HD | Home Depot Inc | -0.1% | -0.13% | 減碼 |
| 37 | VHT | Vanguard Health Care ETF | -0.1% | EXIT | 清倉 |
| 38 | PEP | Pepsico Inc | -0.1% | -1.29% | 減碼 |
| 39 | COP | Conocophillips | -0.1% | -5.46% | 減碼 |
| 40 | VNQ | Vanguard Real Estate ETF | -0.1% | EXIT | 清倉 |
| 41 | CMCSA | Comcast Corp-class A | -0.2% | -1.02% | 減碼 |
| 42 | EMN | Eastman Chemical Co | -0.2% | -2.04% | 減碼 |
| 43 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -37.31% | 減碼 |
| 44 | AMGN | Amgen Inc | -0.2% | -2.12% | 減碼 |
| 45 | AJG | Arthur J Gallagher & Co | -0.2% | -12.46% | 減碼 |
| 46 | LHX | L3harris Technologies Inc | -0.2% | -1.87% | 減碼 |
| 47 | 6D8 | Dupont De Nemours Inc | -0.3% | -1.25% | 減碼 |
| 48 | JNJ | Johnson & Johnson | -0.3% | -20.79% | 減碼 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | +12.42% | 加碼 |
| 50 | MCHP | Microchip Technology Inc | -0.5% | -1.83% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Brookmont Capital Management 在 Q4 2024 季度的美股持倉總市值約為 US$1.9億，共申報了 54 個公開持股部位。
在 Q4 2024 季度，Brookmont Capital Management 按市值排列的前三大核心持股分別為：HD (34.0%)、JPM (2.9%)、WFC (2.9%)。其中最大持股部位 HD 佔據整體投資組合約 34.0% 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。
本季最大獲利了結 / 清倉標的
VNQ
前期市值: US$27.3萬
在 Q4 2024 季度中，Brookmont Capital Management 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 10 個部位、減碼 38 個部位以及清倉 2 個部位。 本季清倉部位包含 VNQ。
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。