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: 0001047339
申報總市值
US$9.6億
US$9.6億
186 檔
22.6%
截至 Q3 2024 季度末，Burns J W & Co Inc/ny 的美股持倉估值約為 US$9.6億，全數申報部位共有 186 檔。
Burns J W & Co Inc/ny 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 32 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, MSFT, V）占據了總市值的 22.6%，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 | 10.07% | +0.22% | -4.15% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.54% | -0.49% | -4.88% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 4.21% | +0.08% | -4.40% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.27% | +0.12% | +2.67% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.04% | +0.45% | -2.27% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.95% | +0.46% | +0.51% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.54% | -0.15% | -1.11% | |
| 8 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.32% | -0.21% | -0.50% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.10% | -0.02% | -1.13% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.04% | +0.10% | +1.89% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.04% | +0.04% | +5.33% | |
| 12 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.83% | -0.30% | -1.82% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.83% | +0.27% | +9.40% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.67% | +0.34% | +11.04% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.64% | -0.27% | -1.81% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.43% | -0.46% | -1.99% | |
| 17 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.42% | -0.17% | -0.31% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 1.41% | -0.32% | -1.08% | |
| 19 | NFLX | Netflix Inc | 股票-通訊服務 | 1.39% | -0.47% | +0.03% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.36% | -0.07% | -1.28% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.30% | -0.10% | +1.19% | |
| 22 | SYK | Stryker CORP | 股票-醫療保健 | 1.27% | -0.14% | +1.53% | |
| 23 | RTX | Rtx CORP | 股票-工業 | 1.27% | -0.19% | -3.01% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.26% | -0.13% | -2.96% | |
| 25 | WM | Waste Management Inc | 股票-工業 | 1.19% | -0.15% | -2.13% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.12% | -0.09% | +0.38% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.11% | +0.01% | -0.86% | |
| 28 | PAYX | Paychex Inc | 股票-科技 | 0.99% | -0.09% | -3.70% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.96% | +0.04% | +1.50% | |
| 30 | MS | Morgan Stanley | 股票-金融 | 0.96% | +0.18% | -1.62% | |
| 31 | AMGN | Amgen Inc | 股票-醫療保健 | 0.93% | -0.06% | -0.96% | |
| 32 | DE | Deere & Co | 股票-工業 | 0.93% | +0.01% | -6.69% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.93% | +0.02% | +0.31% | |
| 34 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.92% | -0.10% | -2.95% | |
| 35 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.89% | — | -7.85% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.84% | +0.05% | +5.67% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.84% | +0.10% | -2.14% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.80% | -0.02% | -6.19% | |
| 39 | NSC | Norfolk Southern CORP | 股票-工業 | 0.79% | -0.01% | -2.99% | |
| 40 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.77% | +0.23% | +1.90% | |
| 41 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.76% | -0.10% | EXIT | |
| 42 | XLF | Ss Financial Select Sector | ETF-其他 | 0.74% | -0.04% | -5.65% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.71% | +0.16% | +16.47% | |
| 44 | URI | United Rentals Inc | 股票-工業 | 0.70% | +0.16% | -35.13% | |
| 45 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.63% | -0.22% | +8.74% | |
| 46 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.61% | +0.68% | +3.86% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.68% | EXIT | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | -0.01% | -2.15% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.51% | +0.07% | +0.16% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | +0.09% | -5.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.2% | -4.15% | 減碼 |
| 2 | MCD | Mcdonald's CORP | +0.2% | -1.82% | 減碼 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +11.04% | 加碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -1.11% | 減碼 |
| 5 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +5.33% | 加碼 |
| 6 | RTX | Rtx CORP | +0.2% | -3.01% | 減碼 |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.1% | +16.47% | 加碼 |
| 8 | LOW | Lowe's Cos Inc | +0.1% | -2.95% | 減碼 |
| 9 | AVGO | Broadcom Inc | +0.1% | +3521.76% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +1.19% | 加碼 |
| 11 | UNH | Unitedhealth Group Inc | +0.1% | -0.86% | 減碼 |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +30.60% | 加碼 |
| 13 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.38% | 加碼 |
| 15 | SBUX | Starbucks CORP | +0.1% | -7.85% | 減碼 |
| 16 | ISRG | Intuitive Surgical Inc | +0.1% | +8.74% | 加碼 |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.89% | 加碼 |
| 18 | DHR | Danaher CORP | +0.1% | -1.08% | 減碼 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -2.96% | 減碼 |
| 20 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +1.50% | 加碼 |
| 21 | ABBV | Abbvie Inc | +0.1% | -2.14% | 減碼 |
| 22 | NVDA | Nvidia CORP | +0.1% | +9.40% | 加碼 |
| 23 | XLI | Ss Industrial Select Sector | +0.1% | +0.31% | 加碼 |
| 24 | NSC | Norfolk Southern CORP | +0.1% | -2.99% | 減碼 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +5.67% | 加碼 |
| 26 | XCHYX | Calamos Convert & High Inc | +0.1% | +17.50% | 加碼 |
| 27 | ZTS | Zoetis Inc | +0.1% | -1.29% | 減碼 |
| 28 | HD | Home Depot Inc | +0.1% | -6.19% | 減碼 |
| 29 | SYK | Stryker CORP | 0% | +1.53% | 加碼 |
| 30 | PAYX | Paychex Inc | 0% | -3.70% | 減碼 |
| 31 | VYMI | Vanguard Int High Dvd Yld In | 0% | -0.31% | 減碼 |
| 32 | NFLX | Netflix Inc | 0% | +0.03% | 加碼 |
| 33 | JPM | Jpmorgan Chase & Co | 0% | -1.13% | 減碼 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +0.51% | 加碼 |
| 35 | BDX | Becton Dickinson And Co | -0.1% | -22.77% | 減碼 |
| 36 | FDX | Fedex CORP | -0.1% | -29.11% | 減碼 |
| 37 | BAC | Bank Of America CORP | -0.1% | -51.39% | 減碼 |
| 38 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清倉 |
| 39 | AMAT | Applied Materials Inc | -0.1% | -3.65% | 減碼 |
| 40 | DIS | Walt Disney Co/the | -0.1% | -12.33% | 減碼 |
| 41 | WM | Waste Management Inc | -0.1% | -2.13% | 減碼 |
| 42 | HSIC | Henry Schein Inc | -0.1% | EXIT | 清倉 |
| 43 | OXY | Occidental Petroleum CORP | -0.1% | EXIT | 清倉 |
| 44 | WCN | Waste Connections Inc | -0.1% | -25.46% | 減碼 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.1% | -5.45% | 減碼 |
| 46 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清倉 |
| 47 | CVX | Chevron CORP | -0.2% | -1.99% | 減碼 |
| 48 | URI | United Rentals Inc | -0.2% | -35.13% | 減碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.5% | -2.27% | 減碼 |
| 50 | MSFT | Microsoft CORP | -1% | -4.88% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Burns J W & Co Inc/ny 在 Q3 2024 季度的美股持倉總市值約為 US$9.6億，共申報了 186 個公開持股部位。
在 Q3 2024 季度，Burns J W & Co Inc/ny 按市值排列的前三大核心持股分別為：AAPL (10.1%)、MSFT (7.5%)、V (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.1% 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
BLK
市值: US$79.8萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$119.5萬
在 Q3 2024 季度中，Burns J W & Co Inc/ny 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 17 個部位、減碼 28 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 LRCXEUR。
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。