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: 0000014661
申報總市值
US$228.1億
US$228.1億
1420 檔
14.7%
Brown Brothers Harriman & Co 在 Q3 2024 季度的美股部位總計估值為 US$228.1億，分散於 1420 個持倉標的之中，反映其市場參與廣度與投資規模。
Brown Brothers Harriman & Co 於 Q3 2024 展現出進攻型調倉步調，本季推動了 9 檔股票的新建倉與 106 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Brown Brothers Harriman & Co 的前 5 大核心持股（包含 MSFT, GOOG, BRK-B 等）合計佔整體申報市值的 14.7%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1420 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 | 5.26% | -0.51% | +9.30% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.85% | -0.19% | -1.00% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.70% | -0.42% | -7.01% | |
| 4 | ORCL | Oracle CORP | 股票-科技 | 4.05% | -0.30% | -1.96% | |
| 5 | LIN | Linde plc | 股票-原物料 | 3.90% | -0.33% | -1.41% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 3.65% | -0.36% | -0.93% | |
| 7 | KLAC | Kla CORP | 股票-科技 | 3.27% | +1.25% | -0.86% | |
| 8 | PGR | Progressive CORP | 股票-金融 | 3.11% | -0.16% | -17.59% | |
| 9 | WM | Waste Management Inc | 股票-工業 | 2.97% | -0.46% | -1.20% | |
| 10 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.79% | -0.19% | -0.39% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.79% | +2.03% | +26.41% | |
| 12 | ALC | Alcon Inc. | 股票-醫療保健 | 2.74% | -0.53% | -1.34% | |
| 13 | ZTS | Zoetis Inc | 股票-醫療保健 | 2.67% | -0.48% | -1.42% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.58% | -0.31% | -1.23% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.55% | -0.16% | +0.12% | |
| 16 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.43% | -0.11% | -0.61% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.27% | -0.47% | -0.87% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 2.06% | -0.18% | +3.57% | |
| 19 | SPGI | S&p Global Inc | 股票-金融 | 1.99% | -0.18% | -1.76% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 1.97% | -0.01% | +25.78% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.82% | -0.30% | -1.55% | |
| 22 | TXN | Texas Instruments Inc | 股票-科技 | 1.65% | +0.16% | -0.34% | |
| 23 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.31% | -0.62% | -3.08% | |
| 24 | ADP | Automatic Data Processing | 股票-科技 | 1.31% | +0.01% | +38.82% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.29% | +2.51% | +17.63% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.25% | +0.06% | -0.46% | |
| 27 | GWRE | Guidewire Software Inc | 股票-科技 | 1.06% | -0.21% | -12.45% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.04% | -0.11% | -6.72% | |
| 29 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.72% | -0.11% | +24.95% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.67% | -0.11% | -1.48% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.67% | +0.51% | +432.09% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.61% | +0.07% | +2.10% | |
| 33 | PM | Philip Morris International | 股票-非循環性消費 | 0.61% | -0.03% | +0.23% | |
| 34 | WWD | Woodward Inc | 股票-工業 | 0.58% | -0.09% | — | |
| 35 | AVTR | Avantor Inc | 股票-醫療保健 | 0.51% | — | -13.06% | |
| 36 | CSL | Carlisle Cos Inc | 股票-工業 | 0.51% | -0.06% | -4.74% | |
| 37 | NCNO | Ncino Inc | 股票-其他 | 0.44% | -0.12% | EXIT | |
| 38 | KAI | Kadant Inc | 股票-其他 | 0.44% | -0.03% | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.43% | -0.25% | +2.02% | |
| 40 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.42% | +0.07% | +7965.44% | |
| 41 | BRO | Brown & Brown Inc | 股票-金融 | 0.41% | -0.09% | +23.86% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.40% | +0.27% | -2.31% | |
| 43 | WSO | Watsco Inc | 股票-工業 | 0.40% | -0.07% | +29.73% | |
| 44 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.37% | -0.10% | +92.98% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.36% | -0.01% | -4.12% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.36% | — | +426.75% | |
| 47 | ENTG | Entegris Inc | 股票-科技 | 0.35% | +0.02% | +40.48% | |
| 48 | GFL | Gfl Environmental Inc-sub Vt | 股票-其他 | 0.34% | -0.14% | +162.03% | |
| 49 | GXO | Gxo Logistics Inc | 股票-工業 | 0.34% | -0.11% | +104.95% | |
| 50 | PRM | Perimeter Solutions, Inc. | 股票-其他 | 0.34% | — | -30.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.5% | +432.09% | 加碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +26.41% | 加碼 |
| 3 | ADP | Automatic Data Processing | +0.4% | +38.82% | 加碼 |
| 4 | CDNS | Cadence Design Sys Inc | +0.4% | +7965.44% | 加碼 |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.3% | +426.75% | 加碼 |
| 6 | ORCL | Oracle CORP | +0.3% | -1.96% | 減碼 |
| 7 | CBRE | Cbre Group Inc - A | +0.2% | +92.98% | 加碼 |
| 8 | GFL | Gfl Environmental Inc-sub Vt | +0.2% | +162.03% | 加碼 |
| 9 | CERT | Certara Inc | +0.2% | NEW | 新建倉 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +17.63% | 加碼 |
| 11 | GXO | Gxo Logistics Inc | +0.2% | +104.95% | 加碼 |
| 12 | OTIS | Otis Worldwide CORP | +0.1% | +24.95% | 加碼 |
| 13 | NCNO | Ncino Inc | +0.1% | +55.42% | 加碼 |
| 14 | ICLR | ICON Public Limited Company | +0.1% | +144.54% | 加碼 |
| 15 | ADBE | Adobe Inc | +0.1% | +25.78% | 加碼 |
| 16 | FOUR | Shift4 Payments Inc-class A | +0.1% | +41.87% | 加碼 |
| 17 | BRO | Brown & Brown Inc | +0.1% | +23.86% | 加碼 |
| 18 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +40.93% | 加碼 |
| 19 | ATR | Aptargroup Inc | +0.1% | +39.50% | 加碼 |
| 20 | WSO | Watsco Inc | +0.1% | +29.73% | 加碼 |
| 21 | AZPN1USD | Aspen Technology Inc | +0.1% | +31.03% | 加碼 |
| 22 | AAPL | Apple Inc | +0.1% | +3.57% | 加碼 |
| 23 | BRKR | Bruker CORP | +0.1% | +39.92% | 加碼 |
| 24 | HEI-A | Heico Corp-class A | +0.1% | +32.53% | 加碼 |
| 25 | ANETEUR | Arista Networks Inc | +0.1% | +35.83% | 加碼 |
| 26 | DAR | Darling Ingredients Inc | +0.1% | +53.03% | 加碼 |
| 27 | GLOB | Globant S.A. | +0.1% | +32.09% | 加碼 |
| 28 | SPGI | S&p Global Inc | +0.1% | -1.76% | 減碼 |
| 29 | BFAM | Bright Horizons Family Solut | +0.1% | +19.67% | 加碼 |
| 30 | GWRE | Guidewire Software Inc | +0.1% | -12.45% | 減碼 |
| 31 | WH | Wyndham Hotels & Resorts Inc | +0.1% | +31.47% | 加碼 |
| 32 | VMC | Vulcan Materials Co | +0.1% | +38.95% | 加碼 |
| 33 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +98.15% | 加碼 |
| 34 | UNH | Unitedhealth Group Inc | 0% | -0.46% | 減碼 |
| 35 | PM | Philip Morris International | 0% | +0.23% | 加碼 |
| 36 | WMS | Advanced Drainage Systems In | 0% | +33.62% | 加碼 |
| 37 | LPLA | Lpl Financial Holdings Inc | 0% | +58.37% | 加碼 |
| 38 | NVR | Nvr Inc | 0% | +11.04% | 加碼 |
| 39 | ATNI | Atn International Inc | 0% | +3.52% | 加碼 |
| 40 | SDY | Ss Spdr S&p Dividend ETF | 0% | +2310.94% | 加碼 |
| 41 | NKE | Nike Inc -cl B | 0% | -3.08% | 減碼 |
| 42 | CLVT | Clarivate Plc | 0% | +0.00% | 加碼 |
| 43 | PRM | Perimeter Solutions, Inc. | 0% | -30.44% | 減碼 |
| 44 | TTWO | Take-two Interactive Softwre | 0% | +27.60% | 加碼 |
| 45 | MCD | Mcdonald's CORP | 0% | +4.24% | 加碼 |
| 46 | BLKCHF | Blackrock Inc | 0% | +2.99% | 加碼 |
| 47 | XLV | Ss Health Care Select Sector | 0% | +659.38% | 加碼 |
| 48 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +1244.00% | 加碼 |
| 49 | GLD | Spdr Gold Shares | 0% | +53.76% | 加碼 |
| 50 | DLN | Wisdomtree US Largecap Divid | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Brown Brothers Harriman & Co 在 Q3 2024 季度的美股持倉總市值約為 US$228.1億，共申報了 1420 個公開持股部位。
在 Q3 2024 季度，Brown Brothers Harriman & Co 按市值排列的前三大核心持股分別為：MSFT (5.3%)、GOOG (4.8%)、BRK-B (4.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.3% 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
CERT
市值: US$2729.2萬
本季最大獲利了結 / 清倉標的
PEGA
前期市值: US$150.9萬
在 Q3 2024 季度中，Brown Brothers Harriman & Co 共進行了 192 項持倉異動，包含新建倉 9 個部位、加碼 106 個部位、減碼 75 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CERT。 本季清倉部位包含 PEGA。
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。