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: 0001845081
申報總市值
US$2.2億
US$2.2億
77 檔
17.2%
截至 Q3 2024 季度末，Cohen Investment Advisors LLC 的美股持倉估值約為 US$2.2億，全數申報部位共有 77 檔。
Cohen Investment Advisors LLC 在 Q3 2024 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 39 檔持股的同時，亦同步清倉 2 檔並減碼 34 檔標的。
整體而言，Cohen Investment Advisors LLC 的前 5 大持股（包含 AAPL, LLY, MSFT）貢獻了組合市值的 17.2%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | 6.49% | +0.28% | -2.09% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 5.28% | +0.91% | -17.48% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | -0.19% | -9.11% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.95% | +0.22% | -1.23% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.59% | -0.23% | +1.99% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.97% | +0.57% | +2.80% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.86% | +0.10% | +3.00% | |
| 8 | BX | Blackstone Inc | 股票-金融 | 2.59% | -0.05% | +4.62% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.52% | +0.32% | +7.88% | |
| 10 | NOW | Servicenow Inc | 股票-科技 | 2.40% | -0.09% | +6.17% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.26% | -0.75% | -5.25% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 2.20% | +0.09% | -3.93% | |
| 13 | INTU | Intuit Inc | 股票-科技 | 2.20% | -0.62% | -7.67% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.18% | +0.14% | +10.09% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 2.12% | -0.23% | +12.91% | |
| 16 | AMGN | Amgen Inc | 股票-醫療保健 | 2.02% | -0.07% | +9.92% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.99% | +0.19% | +12.28% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.99% | -0.01% | -0.96% | |
| 19 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 1.97% | +0.08% | +11.87% | |
| 20 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.90% | -0.27% | +8.21% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.89% | -0.10% | +45.01% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.87% | -0.21% | +10.19% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.87% | -0.31% | +0.37% | |
| 24 | CB | Chubb Limited | 股票-金融 | 1.84% | -0.06% | — | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.84% | -0.06% | -2.94% | |
| 26 | NOC | Northrop Grumman CORP | 股票-工業 | 1.82% | -0.04% | +1.45% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.76% | -0.23% | +22.81% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.72% | -0.64% | -0.78% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 1.71% | +0.86% | +14.14% | |
| 30 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 1.70% | -0.88% | EXIT | |
| 31 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.66% | -0.36% | +17.94% | |
| 32 | O | Realty Income CORP | 股票-房地產 | 1.55% | -0.06% | +519.72% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工業 | 1.53% | +0.08% | +26.41% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 1.50% | -0.05% | -0.01% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.47% | — | +6.96% | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.36% | +0.10% | +4.01% | |
| 37 | PFE | Pfizer Inc | 股票-醫療保健 | 1.33% | -0.29% | +19.68% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.18% | -0.05% | +11.37% | |
| 39 | BA | Boeing Co/the | 股票-工業 | 1.08% | +0.03% | +21.85% | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.65% | +0.12% | -4.55% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.64% | +0.08% | +5.31% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | +0.06% | +3.88% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | +0.09% | +7.08% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.42% | -0.08% | -20.53% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | +0.03% | -14.78% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.36% | +0.12% | +0.92% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.35% | +0.04% | +16.46% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.33% | +0.04% | -19.01% | |
| 49 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.33% | — | -18.23% | |
| 50 | C | Citigroup Inc | 股票-金融 | 0.33% | +0.03% | -79.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | +1.8% | NEW | 新建倉 |
| 2 | O | Realty Income CORP | +1.3% | +519.72% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +1.2% | +1.99% | 加碼 |
| 4 | RTX | Rtx CORP | +0.7% | +12.91% | 加碼 |
| 5 | NOW | Servicenow Inc | +0.5% | +6.17% | 加碼 |
| 6 | GS | Goldman Sachs Group Inc | +0.5% | +7.88% | 加碼 |
| 7 | NEE | Nextera Energy Inc | +0.5% | +22.81% | 加碼 |
| 8 | BAC | Bank Of America CORP | +0.4% | +12.28% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.4% | -1.23% | 減碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.4% | +3.00% | 加碼 |
| 11 | VZ | Verizon Communications Inc | +0.3% | +17.94% | 加碼 |
| 12 | BX | Blackstone Inc | +0.3% | +4.62% | 加碼 |
| 13 | JNJ | Johnson & Johnson | +0.3% | +45.01% | 加碼 |
| 14 | WMB | Williams Cos Inc | +0.2% | NEW | 新建倉 |
| 15 | CME | Cme Group Inc | +0.2% | NEW | 新建倉 |
| 16 | CRM | Salesforce Inc | +0.2% | +10.19% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.2% | -17.48% | 減碼 |
| 18 | KMI | Kinder Morgan, Inc. | +0.2% | +8.21% | 加碼 |
| 19 | DKNG | Draftkings Inc-cl A | +0.1% | +7.80% | 加碼 |
| 20 | AAPL | Apple Inc | +0.1% | -2.09% | 減碼 |
| 21 | WFC | Wells Fargo & Co | +0.1% | -0.01% | 減碼 |
| 22 | KO | Coca-cola Co/the | +0.1% | +6.96% | 加碼 |
| 23 | NVDA | Nvidia CORP | +0.1% | +505.63% | 加碼 |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | +16.46% | 加碼 |
| 25 | T | At&t Inc | 0% | -4.03% | 減碼 |
| 26 | VUG | Vanguard Growth ETF | 0% | -4.55% | 減碼 |
| 27 | VB | Vanguard Small-cap ETF | 0% | +7.08% | 加碼 |
| 28 | IBM | Intl Business Machines CORP | 0% | -14.78% | 減碼 |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +20.58% | 加碼 |
| 30 | V | Visa Inc-class A Shares | — | +10.09% | 加碼 |
| 31 | AMGN | Amgen Inc | — | +9.92% | 加碼 |
| 32 | DIS | Walt Disney Co/the | — | +11.37% | 加碼 |
| 33 | VTV | Vanguard Value ETF | — | +3.88% | 加碼 |
| 34 | TXN | Texas Instruments Inc | — | +0.92% | 加碼 |
| 35 | VOD | Vodafone Group Plc-sp Adr | — | +24.55% | 加碼 |
| 36 | TRP | Tc Energy CORP | 0% | -7.70% | 減碼 |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | +5.31% | 加碼 |
| 38 | ETR | Entergy CORP | 0% | -13.42% | 減碼 |
| 39 | BNS | Bank Of Nova Scotia | 0% | +0.16% | 加碼 |
| 40 | GOOGL | Alphabet Inc-cl A | 0% | +2.80% | 加碼 |
| 41 | HD | Home Depot Inc | 0% | -3.93% | 減碼 |
| 42 | AEP | American Electric Power | 0% | -12.93% | 減碼 |
| 43 | UL | Unilever PLC | 0% | -11.62% | 減碼 |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | +1.63% | 加碼 |
| 45 | STZ | Constellation Brands Inc-a | -0.1% | -5.04% | 減碼 |
| 46 | PEP | Pepsico Inc | -0.1% | — | 不變 |
| 47 | LMT | Lockheed Martin CORP | -0.1% | -20.53% | 減碼 |
| 48 | SO | Southern Co/the | -0.1% | -23.18% | 減碼 |
| 49 | PM | Philip Morris International | -0.1% | -18.63% | 減碼 |
| 50 | RIO | Rio Tinto Plc-spon Adr | -0.1% | -8.11% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cohen Investment 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 77 個公開持股部位。
在 Q3 2024 季度，Cohen Investment Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (6.5%)、LLY (5.3%)、MSFT (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.5% 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
CB
市值: US$301.5萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$212.7萬
在 Q3 2024 季度中，Cohen Investment Advisors LLC 共進行了 78 項持倉異動，包含新建倉 3 個部位、加碼 39 個部位、減碼 34 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CB。 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。