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
188 檔
23.9%
Burns J W & Co Inc/ny 在 Q4 2024 季度的美股部位總計估值為 US$9.6億，分散於 188 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2024 申報觀察，Burns J W & Co Inc/ny 採取防禦導向的調倉策略，本季減碼 30 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Burns J W & Co Inc/ny 的前 5 大核心持股（包含 AAPL, MSFT, V 等）合計佔整體申報市值的 23.9%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
DELL
市值: US$127.2萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$7743.4萬
| # | 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 | 10.31% | +0.22% | -3.00% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.16% | -0.49% | -1.35% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 4.56% | +0.08% | -4.21% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.79% | +0.12% | -0.00% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.41% | +0.45% | +0.46% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.04% | +0.46% | -0.04% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.44% | -0.15% | -0.49% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.28% | -0.02% | -2.37% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.20% | +0.04% | +11.06% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.14% | +0.10% | +6.48% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.11% | +0.27% | +5.99% | |
| 12 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.03% | -0.21% | -0.19% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.97% | +0.34% | +17.76% | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 1.71% | -0.47% | -0.21% | |
| 15 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.68% | -0.30% | -1.86% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.66% | -0.27% | -0.37% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.43% | -0.46% | +3.66% | |
| 18 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.42% | -0.17% | +10.17% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.31% | -0.13% | +3.07% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.28% | -0.07% | -1.30% | |
| 21 | SYK | Stryker CORP | 股票-醫療保健 | 1.21% | -0.14% | -2.79% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 1.18% | -0.19% | -0.88% | |
| 23 | WM | Waste Management Inc | 股票-工業 | 1.15% | -0.15% | +1.60% | |
| 24 | DHR | Danaher CORP | 股票-醫療保健 | 1.15% | -0.32% | -0.14% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 1.12% | +0.18% | -2.20% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | -0.10% | -5.83% | |
| 27 | PAYX | Paychex Inc | 股票-科技 | 1.01% | -0.09% | -1.02% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.93% | +0.04% | -2.59% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.93% | +0.01% | -1.69% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.92% | -0.09% | +0.09% | |
| 31 | DE | Deere & Co | 股票-工業 | 0.90% | +0.01% | -2.69% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.86% | +0.02% | -3.05% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.83% | +0.05% | -1.64% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.83% | +0.16% | +19.59% | |
| 35 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.82% | -0.10% | -0.28% | |
| 36 | XLF | Ss Financial Select Sector | ETF-其他 | 0.77% | -0.04% | -0.31% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.76% | +0.23% | -2.77% | |
| 38 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.75% | — | -7.53% | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 0.74% | -0.06% | +0.53% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | -0.02% | -1.81% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.74% | +0.10% | -0.33% | |
| 42 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.73% | +0.68% | +129.49% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工業 | 0.68% | -0.01% | -6.36% | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.67% | -0.22% | +2.68% | |
| 45 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.57% | -0.10% | EXIT | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | +0.09% | -3.21% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.68% | EXIT | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.52% | +0.07% | +4.08% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.50% | -0.08% | +27.34% | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.48% | -0.03% | +38.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | -0.00% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | +0.46% | 加碼 |
| 3 | V | Visa Inc-class A Shares | +0.4% | -4.21% | 減碼 |
| 4 | NFLX | Netflix Inc | +0.3% | -0.21% | 減碼 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +17.76% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.3% | +5.99% | 加碼 |
| 7 | AAPL | Apple Inc | +0.2% | -3.00% | 減碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -2.37% | 減碼 |
| 9 | BA | Boeing Co/the | +0.2% | +131.46% | 加碼 |
| 10 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +11.06% | 加碼 |
| 11 | MS | Morgan Stanley | +0.2% | -2.20% | 減碼 |
| 12 | DELL | Dell Technologies -c | +0.2% | NEW | 新建倉 |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | +129.49% | 加碼 |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +38.60% | 加碼 |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +19.59% | 加碼 |
| 16 | AVGO | Broadcom Inc | +0.1% | +31.33% | 加碼 |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +6.48% | 加碼 |
| 18 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +103.68% | 加碼 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.04% | 減碼 |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +27.34% | 加碼 |
| 22 | TSLA | Tesla Inc | +0.1% | -0.35% | 減碼 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +3.07% | 加碼 |
| 24 | CRM | Salesforce Inc | +0.1% | -1.59% | 減碼 |
| 25 | CMG | Chipotle Mexican Grill Inc | +0.1% | +75.40% | 加碼 |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.21% | 減碼 |
| 27 | ISRG | Intuitive Surgical Inc | 0% | +2.68% | 加碼 |
| 28 | COST | Costco Wholesale CORP | 0% | -0.37% | 減碼 |
| 29 | LLY | Eli Lilly & Co | -0.1% | -4.14% | 減碼 |
| 30 | VZ | Verizon Communications Inc | -0.1% | -13.97% | 減碼 |
| 31 | XLI | Ss Industrial Select Sector | -0.1% | -3.05% | 減碼 |
| 32 | AMAT | Applied Materials Inc | -0.1% | +0.11% | 加碼 |
| 33 | PG | Procter & Gamble Co/the | -0.1% | -1.30% | 減碼 |
| 34 | RTX | Rtx CORP | -0.1% | -0.88% | 減碼 |
| 35 | KO | Coca-cola Co/the | -0.1% | -2.71% | 減碼 |
| 36 | ABBV | Abbvie Inc | -0.1% | -0.33% | 減碼 |
| 37 | LOW | Lowe's Cos Inc | -0.1% | -0.28% | 減碼 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.49% | 減碼 |
| 39 | NSC | Norfolk Southern CORP | -0.1% | -6.36% | 減碼 |
| 40 | SBUX | Starbucks CORP | -0.1% | -7.53% | 減碼 |
| 41 | MCD | Mcdonald's CORP | -0.2% | -1.86% | 減碼 |
| 42 | UNH | Unitedhealth Group Inc | -0.2% | -1.69% | 減碼 |
| 43 | ZTS | Zoetis Inc | -0.2% | -9.08% | 減碼 |
| 44 | AMGN | Amgen Inc | -0.2% | +0.53% | 加碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.2% | +0.09% | 加碼 |
| 46 | JNJ | Johnson & Johnson | -0.2% | -5.83% | 減碼 |
| 47 | DHR | Danaher CORP | -0.3% | -0.14% | 減碼 |
| 48 | URI | United Rentals Inc | -0.3% | -30.08% | 減碼 |
| 49 | PEP | Pepsico Inc | -0.3% | -0.19% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.4% | -1.35% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Burns J W & Co Inc/ny 在 Q4 2024 季度的美股持倉總市值約為 US$9.6億，共申報了 188 個公開持股部位。
在 Q4 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 (10.3%)、MSFT (7.2%)、V (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.3% 的權重。
在 Q4 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 2 個部位、加碼 18 個部位、減碼 30 個部位以及清倉 0 個部位。 其中最大新建倉標的為 DELL。
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。
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。
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。