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: 0001345929
申報總市值
US$645.7億
US$645.7億
1258 檔
22.7%
Q3 2024 季度申報顯示，Brown Advisory Inc 揭露的美股組合總市值為 US$645.7億，涵蓋 1258 個不同之權益投資部位。
Q3 2024 的申報記錄反映 Brown Advisory Inc 的板塊替換策略：機構本季推動了 92 筆增持與 108 筆減持，籌碼呈現明顯的結構重組。
整體而言，Brown Advisory Inc 的前 5 大持股（包含 MSFT, AMZN, NVDA）貢獻了組合市值的 22.7%，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 1258 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 | 6.43% | -0.99% | +1.95% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.29% | -0.34% | -0.50% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | +0.40% | -5.03% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 2.71% | — | +1.93% | |
| 5 | INTU | Intuit Inc | 股票-科技 | 2.65% | -0.48% | +0.85% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 2.28% | -0.13% | +1.58% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.07% | +1.12% | +5.01% | |
| 8 | MRVL | Marvell Technology Inc | 股票-科技 | 1.94% | +0.05% | +4.09% | |
| 9 | NOW | Servicenow Inc | 股票-科技 | 1.93% | -0.20% | -9.80% | |
| 10 | PGR | Progressive CORP | 股票-金融 | 1.85% | +0.25% | +0.76% | |
| 11 | KKR | Kkr & Co Inc | 股票-金融 | 1.85% | -0.20% | +3.23% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.71% | +0.12% | -1.17% | |
| 13 | UBER | Uber Technologies Inc | 股票-工業 | 1.65% | -0.21% | +3.14% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.40% | +0.14% | -1.38% | |
| 15 | GE | General Electric | 股票-工業 | 1.39% | +0.16% | +41.79% | |
| 16 | DHR | Danaher CORP | 股票-醫療保健 | 1.39% | -0.13% | -1.12% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.25% | — | -2.91% | |
| 18 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.14% | -0.29% | -0.68% | |
| 19 | ADSK | Autodesk Inc | 股票-科技 | 1.12% | -0.88% | +2.05% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.11% | +1.01% | -9.11% | |
| 21 | WDAY | Workday Inc-class A | 股票-科技 | 1.07% | -0.40% | +18.00% | |
| 22 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.06% | -0.80% | +8.67% | |
| 23 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.02% | -0.30% | +35.46% | |
| 24 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.01% | -0.11% | +5.78% | |
| 25 | DT | Dynatrace Inc | 股票-科技 | 0.99% | -0.06% | +9.15% | |
| 26 | VLTO | Veralto CORP | 股票-工業 | 0.98% | -0.40% | -2.47% | |
| 27 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.95% | -0.12% | -1.86% | |
| 28 | FTV | Fortive CORP | 股票-科技 | 0.93% | — | +6.83% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.92% | +0.48% | +0.82% | |
| 30 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.86% | +0.05% | +30.05% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.83% | -0.01% | -2.23% | |
| 32 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.76% | -0.05% | +16.97% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | -0.16% | -10.84% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.04% | -1.02% | |
| 35 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.71% | -0.02% | +6.57% | |
| 36 | KLAC | Kla CORP | 股票-科技 | 0.70% | +0.16% | +21.29% | |
| 37 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.69% | -0.01% | -5.52% | |
| 38 | ECL | Ecolab Inc | 股票-原物料 | 0.68% | -0.09% | +0.79% | |
| 39 | ARES | Ares Management CORP - A | 股票-金融 | 0.67% | -0.07% | +3165.61% | |
| 40 | A | Agilent Technologies Inc | 股票-醫療保健 | 0.66% | — | -1.08% | |
| 41 | MSCI | Msci Inc | 股票-金融 | 0.66% | — | -16.12% | |
| 42 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.65% | — | -13.74% | |
| 43 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.64% | — | +1.34% | |
| 44 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.64% | -0.14% | — | |
| 45 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.63% | +0.11% | -54.21% | |
| 46 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.62% | -0.04% | +7.88% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | +0.08% | +50.93% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.60% | -0.14% | -3.43% | |
| 49 | IT | Gartner Inc | 股票-科技 | 0.59% | — | -1.53% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.51% | +0.13% | -0.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ARES | Ares Management CORP - A | +0.7% | +3165.61% | 加碼 |
| 2 | FERG | Ferguson Enterprises Inc | +0.6% | NEW | 新建倉 |
| 3 | GE | General Electric | +0.5% | +41.79% | 加碼 |
| 4 | KKR | Kkr & Co Inc | +0.4% | +3.23% | 加碼 |
| 5 | ISRG | Intuitive Surgical Inc | +0.3% | +35.46% | 加碼 |
| 6 | PGR | Progressive CORP | +0.3% | +0.76% | 加碼 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +50.93% | 加碼 |
| 8 | WDAY | Workday Inc-class A | +0.2% | +18.00% | 加碼 |
| 9 | DT | Dynatrace Inc | +0.2% | +9.15% | 加碼 |
| 10 | MA | Mastercard Inc - A | +0.2% | +1.58% | 加碼 |
| 11 | TT | Trane Technologies plc | +0.2% | +899.05% | 加碼 |
| 12 | ZTS | Zoetis Inc | +0.2% | +8.67% | 加碼 |
| 13 | TLN | Talen Energy CORP | +0.1% | NEW | 新建倉 |
| 14 | SHW | Sherwin-williams Co/the | +0.1% | +11.66% | 加碼 |
| 15 | NFLX | Netflix Inc | +0.1% | +558.70% | 加碼 |
| 16 | WST | West Pharmaceutical Services | +0.1% | +30.05% | 加碼 |
| 17 | ADSK | Autodesk Inc | +0.1% | +2.05% | 加碼 |
| 18 | AZO | Autozone Inc | +0.1% | +29.87% | 加碼 |
| 19 | ALLE | Allegion plc | +0.1% | +12.62% | 加碼 |
| 20 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +366.66% | 加碼 |
| 21 | VLTO | Veralto CORP | +0.1% | -2.47% | 減碼 |
| 22 | MPWR | Monolithic Power Systems Inc | +0.1% | -0.68% | 減碼 |
| 23 | FTV | Fortive CORP | +0.1% | +6.83% | 加碼 |
| 24 | NOMD | Nomad Foods Limited | +0.1% | +51.81% | 加碼 |
| 25 | DHR | Danaher CORP | +0.1% | -1.12% | 減碼 |
| 26 | ASML | ASML Holding N.V. | +0.1% | +69.49% | 加碼 |
| 27 | BFAM | Bright Horizons Family Solut | +0.1% | -4.84% | 減碼 |
| 28 | AIT | Applied Industrial Tech Inc | +0.1% | +136.75% | 加碼 |
| 29 | TTWO | Take-two Interactive Softwre | +0.1% | +157.52% | 加碼 |
| 30 | V | Visa Inc-class A Shares | +0.1% | +1.93% | 加碼 |
| 31 | MRVL | Marvell Technology Inc | +0.1% | +4.09% | 加碼 |
| 32 | AAPL | Apple Inc | +0.1% | -1.38% | 減碼 |
| 33 | KLAC | Kla CORP | +0.1% | +21.29% | 加碼 |
| 34 | BKNG | Booking Holdings Inc | +0.1% | +6.57% | 加碼 |
| 35 | TJX | Tjx Companies Inc | +0.1% | +7.88% | 加碼 |
| 36 | URI | United Rentals Inc | +0.1% | -0.78% | 減碼 |
| 37 | BHVN | Biohaven Ltd. | +0.1% | NEW | 新建倉 |
| 38 | TMO | Thermo Fisher Scientific Inc | +0.1% | -2.91% | 減碼 |
| 39 | A | Agilent Technologies Inc | +0.1% | -1.08% | 減碼 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.02% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | +0.1% | -0.54% | 減碼 |
| 42 | CCOI | Cogent Communications Holdin | +0.1% | +17.41% | 加碼 |
| 43 | FLR | Fluor CORP | +0.1% | +28.72% | 加碼 |
| 44 | UBER | Uber Technologies Inc | 0% | +3.14% | 加碼 |
| 45 | IT | Gartner Inc | 0% | -1.53% | 減碼 |
| 46 | CCC | Ccc Intelligent Solutions Ho | 0% | +34.68% | 加碼 |
| 47 | CARR | Carrier Global CORP | 0% | -0.19% | 減碼 |
| 48 | LOW | Lowe's Cos Inc | 0% | -0.23% | 減碼 |
| 49 | 1939900D | Brookfield Infrastructure-a | 0% | +5.20% | 加碼 |
| 50 | GOVT | Ishares US Treasury Bond ETF | 0% | +150.04% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Brown Advisory Inc 在 Q3 2024 季度的美股持倉總市值約為 US$645.7億，共申報了 1258 個公開持股部位。
在 Q3 2024 季度，Brown Advisory Inc 按市值排列的前三大核心持股分別為：MSFT (6.4%)、AMZN (3.3%)、NVDA (3.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.4% 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
FERG
市值: US$5.1億
本季最大獲利了結 / 清倉標的
FERG
前期市值: US$2.2億
在 Q3 2024 季度中，Brown Advisory Inc 共進行了 200 項持倉異動，包含新建倉 6 個部位、加碼 86 個部位、減碼 101 個部位以及清倉 7 個部位。 其中最大新建倉標的為 FERG。 本季清倉部位包含 FERG。
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。