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: 0001790837
申報總市值
US$2.2億
US$2.2億
91 檔
19.3%
截至 Q3 2024 季度末，Bull Street Advisors, LLC 的美股持倉估值約為 US$2.2億，全數申報部位共有 91 檔。
Bull Street Advisors, LLC 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 38 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 AAPL, BSV, TJX）占據了總市值的 19.3%，展現出該機構在 Q3 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 | AAPL | Apple Inc | 股票-科技 | 4.22% | +0.42% | -2.12% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.13% | -0.41% | -1.63% | |
| 3 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.95% | +4.17% | -1.94% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.72% | -0.69% | -3.28% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.59% | -0.32% | -0.83% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.10% | -2.44% | |
| 7 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.45% | -0.11% | -0.96% | |
| 8 | HD | Home Depot Inc | 股票-循環性消費 | 3.34% | -0.08% | -0.88% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.33% | -0.44% | -2.73% | |
| 10 | DHR | Danaher CORP | 股票-醫療保健 | 2.70% | -0.17% | -0.30% | |
| 11 | FISV | Fiserv Inc | 股票-其他 | 2.68% | -0.39% | -0.46% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.12% | -0.04% | -0.50% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.10% | -0.15% | -1.60% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.04% | -0.21% | -3.00% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 2.04% | -0.79% | -0.56% | |
| 16 | AMGN | Amgen Inc | 股票-醫療保健 | 1.95% | -0.11% | -1.26% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.86% | -0.15% | -2.18% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.82% | -0.20% | -2.75% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.72% | -0.13% | -2.37% | |
| 20 | SYY | Sysco CORP | 股票-非循環性消費 | 1.69% | +0.03% | -0.83% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | +0.08% | -2.54% | |
| 22 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.67% | +0.15% | -0.36% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.66% | -0.10% | -3.19% | |
| 24 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.56% | -0.08% | -1.56% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.54% | -0.30% | -3.68% | |
| 26 | AXP | American Express Co | 股票-金融 | 1.45% | +0.05% | -0.22% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.36% | -0.08% | -13.86% | |
| 28 | HON | Honeywell International Inc | 股票-工業 | 1.36% | -1.54% | EXIT | |
| 29 | ✓ | 股票-其他 | 1.23% | — | — | ||
| 30 | CVX | Chevron CORP | 股票-能源 | 1.19% | -0.48% | +10.85% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.17% | -0.10% | -1.75% | |
| 32 | RSG | Republic Services Inc | 股票-工業 | 1.15% | -0.13% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.08% | +0.01% | -1.64% | |
| 34 | RTX | Rtx CORP | 股票-工業 | 1.05% | -0.14% | -2.05% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.95% | +0.57% | +18.37% | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 0.92% | +0.01% | -2.78% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.84% | -0.17% | -3.13% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | +0.18% | -1.81% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.82% | +0.05% | -1.60% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事業 | 0.81% | -0.01% | -1.05% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | +0.01% | -3.84% | |
| 42 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.74% | -0.01% | — | |
| 43 | PFE | Pfizer Inc | 股票-醫療保健 | 0.73% | -0.16% | -2.38% | |
| 44 | CPT | Camden Property Trust | 股票-房地產 | 0.73% | +0.05% | — | |
| 45 | GIS | General Mills Inc | 股票-非循環性消費 | 0.72% | -0.05% | — | |
| 46 | UNP | Union Pacific CORP | 股票-工業 | 0.71% | +0.03% | — | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.70% | -0.16% | -1.75% | |
| 48 | D | Dominion Energy Inc | 股票-公用事業 | 0.69% | +0.08% | -0.53% | |
| 49 | FTV | Fortive CORP | 股票-科技 | 0.66% | -0.03% | -1.29% | |
| 50 | NUE | Nucor CORP | 股票-原物料 | 0.66% | +0.20% | -1.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +0.4% | -0.88% | 減碼 |
| 2 | FISV | Fiserv Inc | +0.4% | -0.46% | 減碼 |
| 3 | KO | Coca-cola Co/the | +0.2% | -0.96% | 減碼 |
| 4 | CSCO | Cisco Systems Inc | +0.2% | +18.37% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.2% | -0.83% | 減碼 |
| 6 | AAPL | Apple Inc | +0.2% | -2.12% | 減碼 |
| 7 | DHR | Danaher CORP | +0.2% | -0.30% | 減碼 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.50% | 減碼 |
| 9 | AXP | American Express Co | +0.2% | -0.22% | 減碼 |
| 10 | ADP | Automatic Data Processing | +0.1% | -2.37% | 減碼 |
| 11 | RTX | Rtx CORP | +0.1% | -2.05% | 減碼 |
| 12 | MDLZ | Mondelez International Inc-a | +0.1% | -1.56% | 減碼 |
| 13 | GE | General Electric | +0.1% | NEW | 新建倉 |
| 14 | GIS | General Mills Inc | +0.1% | — | 不變 |
| 15 | D | Dominion Energy Inc | +0.1% | -0.53% | 減碼 |
| 16 | SYY | Sysco CORP | +0.1% | -0.83% | 減碼 |
| 17 | DUK | Duke Energy CORP | +0.1% | -1.05% | 減碼 |
| 18 | CARR | Carrier Global CORP | +0.1% | -0.25% | 減碼 |
| 19 | CPT | Camden Property Trust | +0.1% | — | 不變 |
| 20 | AFL | Aflac Inc | +0.1% | — | 不變 |
| 21 | USB | US Bancorp | +0.1% | -2.34% | 減碼 |
| 22 | UNP | Union Pacific CORP | 0% | — | 不變 |
| 23 | VLTO | Veralto CORP | 0% | — | 減碼 |
| 24 | TJX | Tjx Companies Inc | 0% | -1.94% | 減碼 |
| 25 | DEO | Diageo Plc-sponsored Adr | 0% | — | 不變 |
| 26 | ABT | Abbott Laboratories | 0% | -1.75% | 減碼 |
| 27 | AVB | Avalonbay Communities Inc | 0% | — | 不變 |
| 28 | 6D8 | Dupont De Nemours Inc | 0% | -2.57% | 減碼 |
| 29 | CB | Chubb Limited | 0% | -2.47% | 減碼 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不變 |
| 31 | CVX | Chevron CORP | — | +10.85% | 加碼 |
| 32 | RSG | Republic Services Inc | — | — | 不變 |
| 33 | PG | Procter & Gamble Co/the | 0% | -2.18% | 減碼 |
| 34 | PSX | Phillips 66 | -0.1% | -1.62% | 減碼 |
| 35 | NUE | Nucor CORP | -0.1% | -1.10% | 減碼 |
| 36 | SUB | Ishares Short-term National | -0.1% | -9.37% | 減碼 |
| 37 | COST | Costco Wholesale CORP | -0.1% | -2.73% | 減碼 |
| 38 | COP | Conocophillips | -0.1% | -4.24% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.1% | — | 不變 |
| 40 | DIS | Walt Disney Co/the | -0.1% | -1.75% | 減碼 |
| 41 | HON | Honeywell International Inc | -0.1% | -1.69% | 減碼 |
| 42 | BSV | Vanguard Short-term Bond ETF | -0.1% | -1.63% | 減碼 |
| 43 | GOOG | Alphabet Inc-cl C | -0.1% | -1.81% | 減碼 |
| 44 | ELV | Elevance Health Inc | -0.1% | -0.36% | 減碼 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.64% | 減碼 |
| 46 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -1.60% | 減碼 |
| 47 | VGSH | Vanguard Short-term Treasury | -0.2% | -3.28% | 減碼 |
| 48 | TIP | Ishares Tips Bond ETF | -0.2% | -13.86% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.4% | -2.44% | 減碼 |
| 50 | INTC | Intel CORP | -0.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Bull Street Advisors, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.2億，共申報了 91 個公開持股部位。
在 Q3 2024 季度，Bull Street Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (4.2%)、BSV (4.1%)、TJX (4.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.2% 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
GE
市值: US$21.8萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$95.9萬
在 Q3 2024 季度中，Bull Street Advisors, LLC 共進行了 41 項持倉異動，包含新建倉 1 個部位、加碼 2 個部位、減碼 37 個部位以及清倉 1 個部位。 其中最大新建倉標的為 GE。 本季清倉部位包含 INTC。
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。