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: 0000940445
申報總市值
US$37.1億
US$37.1億
597 檔
13.8%
在 Q3 2024 申報期間，Burney Co/（CIK: 0000940445）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$37.1億，共持有 597 個公開申報部位。
在 Q3 2024，Burney Co/ 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 21 檔、減碼 28 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 BRNY, AAPL, MSFT）累計市值佔比達 13.8%，是驅動 Burney Co/ 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 597 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 | BRNY | Burney US Factor Rotation | ETF-其他 | 8.71% | +1.02% | +3.55% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.95% | +0.02% | -1.44% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.13% | -7.94% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.87% | -0.14% | +68.67% | |
| 5 | TOL | Toll Brothers Inc | 股票-循環性消費 | 1.76% | — | +4.91% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.63% | +0.17% | +2.87% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.55% | -0.51% | +28.53% | |
| 8 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.36% | — | +1.22% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | +0.31% | +3.19% | |
| 10 | PH | Parker Hannifin CORP | 股票-工業 | 1.27% | -0.44% | -2.23% | |
| 11 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 1.22% | -0.16% | -7.34% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.20% | +0.01% | +740.14% | |
| 13 | MCK | Mckesson CORP | 股票-醫療保健 | 1.17% | -0.55% | +4.87% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.11% | +0.43% | -3.11% | |
| 15 | FICO | Fair Isaac CORP | 股票-科技 | 1.07% | -0.02% | -1.71% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.04% | +0.08% | -4.05% | |
| 17 | FTNT | Fortinet Inc | 股票-科技 | 1.02% | +0.16% | +100.41% | |
| 18 | AZO | Autozone Inc | 股票-循環性消費 | 1.00% | -0.13% | -3.74% | |
| 19 | COR | Cencora Inc | 股票-醫療保健 | 1.00% | -0.19% | +4.30% | |
| 20 | DFSEUR | Discover Financial Services | 股票-其他 | 0.95% | — | +1.03% | |
| 21 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.92% | — | +31.25% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.89% | +0.05% | -2.10% | |
| 23 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.83% | -0.16% | -1.27% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | -0.07% | +0.59% | |
| 25 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.79% | -0.01% | -3.25% | |
| 26 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 0.78% | -0.09% | -1.88% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.76% | -0.04% | +18.88% | |
| 28 | DFIC | Dimensional International Co | ETF-其他 | 0.74% | -0.02% | -0.80% | |
| 29 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 0.73% | -0.01% | +25.16% | |
| 30 | CORT | Corcept Therapeutics Inc | 股票-醫療保健 | 0.71% | — | +4.17% | |
| 31 | RS | Reliance Inc | 股票-原物料 | 0.71% | +0.01% | +0.03% | |
| 32 | OC | Owens Corning | 股票-工業 | 0.70% | +0.01% | NEW | |
| 33 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.70% | +0.10% | +256.68% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.05% | -3.04% | |
| 35 | IRM | Iron Mountain Inc | 股票-房地產 | 0.65% | -0.01% | -0.04% | |
| 36 | SNPS | Synopsys Inc | 股票-科技 | 0.64% | -0.03% | EXIT | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.58% | — | — | |
| 38 | KLAC | Kla CORP | 股票-科技 | 0.58% | +0.30% | +140.29% | |
| 39 | TRGP | Targa Resources CORP | 股票-能源 | 0.58% | -0.06% | +4.54% | |
| 40 | UGI | Ugi CORP | 股票-公用事業 | 0.57% | -0.14% | +1.43% | |
| 41 | URI | United Rentals Inc | 股票-工業 | 0.55% | +0.06% | -3.44% | |
| 42 | WMT | Walmart Inc | 股票-非循環性消費 | 0.55% | -0.10% | +25.24% | |
| 43 | CNC | Centene CORP | 股票-醫療保健 | 0.54% | +0.01% | NEW | |
| 44 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 0.53% | — | +8.57% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.53% | -0.06% | -48.11% | |
| 46 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.52% | -0.11% | -5.32% | |
| 47 | TMHC | Taylor Morrison Home CORP | 股票-循環性消費 | 0.52% | -0.13% | -25.69% | |
| 48 | ALL | Allstate CORP | 股票-金融 | 0.52% | -0.05% | +1.36% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.52% | -0.16% | -12.92% | |
| 50 | NBIX | Neurocrine Biosciences Inc | 股票-醫療保健 | 0.52% | +0.01% | +53.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | +0.7% | +68.67% | 加碼 |
| 2 | FTNT | Fortinet Inc | +0.6% | +100.41% | 加碼 |
| 3 | PANW | Palo Alto Networks Inc | +0.5% | +256.68% | 加碼 |
| 4 | WAB | Wabtec CORP | +0.5% | NEW | 新建倉 |
| 5 | TOL | Toll Brothers Inc | +0.4% | +4.91% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.4% | +28.53% | 加碼 |
| 7 | ACGL | Arch Capital Group Ltd. | +0.3% | +622.42% | 加碼 |
| 8 | KLAC | Kla CORP | +0.3% | +140.29% | 加碼 |
| 9 | BRNY | Burney US Factor Rotation | +0.3% | +3.55% | 加碼 |
| 10 | MTH | Meritage Homes CORP | +0.2% | +119.96% | 加碼 |
| 11 | DDOG | Datadog Inc - Class A | +0.2% | +348.25% | 加碼 |
| 12 | APPF | Appfolio Inc - A | +0.2% | +282.82% | 加碼 |
| 13 | TT | Trane Technologies plc | +0.2% | +493.85% | 加碼 |
| 14 | CORT | Corcept Therapeutics Inc | +0.2% | +4.17% | 加碼 |
| 15 | ZS | Zscaler Inc | +0.2% | +449.99% | 加碼 |
| 16 | FICO | Fair Isaac CORP | +0.2% | -1.71% | 減碼 |
| 17 | WMT | Walmart Inc | +0.2% | +25.24% | 加碼 |
| 18 | ADSK | Autodesk Inc | +0.2% | +57.84% | 加碼 |
| 19 | COST | Costco Wholesale CORP | +0.2% | +264.23% | 加碼 |
| 20 | PH | Parker Hannifin CORP | +0.2% | -2.23% | 減碼 |
| 21 | TROW | T Rowe Price Group Inc | +0.1% | +31.25% | 加碼 |
| 22 | PHM | Pultegroup Inc | +0.1% | -3.25% | 減碼 |
| 23 | GPI | Group 1 Automotive Inc | +0.1% | -1.88% | 減碼 |
| 24 | IRM | Iron Mountain Inc | +0.1% | -0.04% | 減碼 |
| 25 | ALSN | Allison Transmission Holding | +0.1% | -7.34% | 減碼 |
| 26 | AAPL | Apple Inc | +0.1% | -1.44% | 減碼 |
| 27 | ANETEUR | Arista Networks Inc | +0.1% | +1.22% | 加碼 |
| 28 | PBF | Pbf Energy Inc-class A | -0.1% | -61.78% | 減碼 |
| 29 | CC | Chemours Co/the | -0.2% | -92.45% | 減碼 |
| 30 | DT | Dynatrace Inc | -0.2% | -77.02% | 減碼 |
| 31 | MOH | Molina Healthcare Inc | -0.2% | -69.44% | 減碼 |
| 32 | DE | Deere & Co | -0.2% | -38.11% | 減碼 |
| 33 | PSN | Parsons CORP | -0.2% | -71.37% | 減碼 |
| 34 | TEAM | Atlassian Corp-cl A | -0.2% | -94.70% | 減碼 |
| 35 | AME | Ametek Inc | -0.2% | -73.38% | 減碼 |
| 36 | HUBS | Hubspot Inc | -0.2% | -84.24% | 減碼 |
| 37 | AMAT | Applied Materials Inc | -0.2% | -16.96% | 減碼 |
| 38 | BKNG | Booking Holdings Inc | -0.2% | -28.93% | 減碼 |
| 39 | CRM | Salesforce Inc | -0.2% | -71.15% | 減碼 |
| 40 | DFSD | Dimensional Short Duration | -0.2% | -42.30% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -42.20% | 減碼 |
| 42 | LRCXEUR | Lam Research CORP | -0.2% | -3.23% | 減碼 |
| 43 | AVGO | Broadcom Inc | -0.2% | +740.14% | 加碼 |
| 44 | MCK | Mckesson CORP | -0.2% | +4.87% | 加碼 |
| 45 | QLYS | Qualys Inc | -0.3% | -76.76% | 減碼 |
| 46 | WK | Workiva Inc | -0.3% | -95.35% | 減碼 |
| 47 | CRWD | Crowdstrike Holdings Inc - A | -0.4% | -86.80% | 減碼 |
| 48 | HSY | Hershey Co/the | -0.4% | -64.31% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.4% | -7.94% | 減碼 |
| 50 | BIV | Vanguard Intermediate-term B | -0.5% | -48.11% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Burney Co/ 在 Q3 2024 季度的美股持倉總市值約為 US$37.1億，共申報了 597 個公開持股部位。
在 Q3 2024 季度，Burney Co/ 按市值排列的前三大核心持股分別為：BRNY (8.7%)、AAPL (4.0%)、MSFT (2.0%)。其中最大持股部位 BRNY 佔據整體投資組合約 8.7% 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
WAB
市值: US$1322.1萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$1.0億
在 Q3 2024 季度中，Burney Co/ 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 21 個部位、減碼 28 個部位以及清倉 0 個部位。 其中最大新建倉標的為 WAB。
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。