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: 0001599923
申報總市值
US$1.7億
US$1.7億
76 檔
24.4%
Q2 2024 季度申報顯示，Community Bank of Raymore 揭露的美股組合總市值為 US$1.7億，涵蓋 76 個不同之權益投資部位。
在 Q2 2024，Community Bank of Raymore 展現出較為審慎的避險與獲利了結姿態。本季共減碼 42 個部位並完全清倉 7 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Community Bank of Raymore 的前 5 大持股（包含 JPM, O, CAT）貢獻了組合市值的 24.4%，形成該機構在 Q2 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 9.69% | -0.28% | -16.69% | |
| 2 | O | Realty Income CORP | 股票-房地產 | 6.74% | -0.64% | -41.71% | |
| 3 | CAT | Caterpillar Inc | 股票-工業 | 5.96% | +2.57% | -43.13% | |
| 4 | NRG | Nrg Energy Inc | 股票-公用事業 | 4.88% | -0.52% | -44.62% | |
| 5 | BAC | Bank Of America CORP | 股票-金融 | 4.86% | +0.24% | -46.32% | |
| 6 | GBX | Greenbrier Companies Inc | 股票-其他 | 4.15% | -0.52% | -15.25% | |
| 7 | GATX | Gatx CORP | 股票-工業 | 3.89% | -0.37% | -37.11% | |
| 8 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 3.87% | -0.07% | -37.29% | |
| 9 | UNP | Union Pacific CORP | 股票-工業 | 2.98% | -0.04% | +0.43% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.75% | +0.10% | -25.27% | |
| 11 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 2.71% | -0.22% | -44.99% | |
| 12 | USB | US Bancorp | 股票-金融 | 2.65% | +0.06% | -16.22% | |
| 13 | R | Ryder System Inc | 股票-工業 | 2.41% | +0.31% | -39.19% | |
| 14 | ADC | Agree Realty CORP | 股票-房地產 | 2.18% | -0.03% | -30.89% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.92% | -0.76% | -0.02% | |
| 16 | CSX | Csx CORP | 股票-工業 | 1.90% | +0.02% | -64.05% | |
| 17 | F | Ford Motor Co | 股票-循環性消費 | 1.89% | -0.09% | -10.65% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 1.73% | -0.07% | -42.86% | |
| 19 | GE | General Electric | 股票-工業 | 1.67% | +0.23% | — | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 1.60% | +0.20% | -52.09% | |
| 21 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.58% | -0.09% | -43.00% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.55% | +0.07% | -48.56% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | -0.10% | -39.76% | |
| 24 | EVRG | Evergy Inc | 股票-公用事業 | 1.30% | -0.02% | -21.63% | |
| 25 | T | At&t Inc | 股票-通訊服務 | 1.14% | -0.39% | -46.94% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | +0.11% | +6.07% | |
| 27 | COP | Conocophillips | 股票-能源 | 1.13% | -0.29% | -51.23% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 1.07% | +0.13% | -49.51% | |
| 29 | LXPUSD | Lxp Industrial Trust | 股票-其他 | 1.06% | — | -7.13% | |
| 30 | IRM | Iron Mountain Inc | 股票-房地產 | 1.03% | +0.20% | -16.13% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.03% | -0.06% | -26.55% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.97% | +0.28% | +1.09% | |
| 33 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.81% | +0.03% | +16.37% | |
| 34 | NUE | Nucor CORP | 股票-原物料 | 0.80% | +0.08% | -43.98% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事業 | 0.74% | -0.10% | +0.35% | |
| 36 | PFE | Pfizer Inc | 股票-醫療保健 | 0.72% | +0.01% | -38.46% | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 0.71% | -0.92% | EXIT | |
| 38 | SVC | Service Properties Trust | 股票-其他 | 0.58% | — | -40.25% | |
| 39 | SO | Southern Co/the | 股票-公用事業 | 0.54% | -0.08% | — | |
| 40 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.51% | +0.07% | +16.25% | |
| 41 | CLF | Cleveland-cliffs Inc | 股票-原物料 | 0.47% | — | -46.41% | |
| 42 | ALL | Allstate CORP | 股票-金融 | 0.46% | +0.01% | -50.00% | |
| 43 | VYX | Ncr Voyix CORP | 股票-科技 | 0.43% | — | -50.59% | |
| 44 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.41% | — | -61.51% | |
| 45 | SHEL | Shell Plc-adr | 股票-能源 | 0.40% | -0.09% | -62.66% | |
| 46 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.36% | — | -78.29% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | -0.03% | -64.64% | |
| 48 | GEV | GE Vernova Inc | 股票-工業 | 0.34% | +0.21% | — | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.33% | +0.18% | -83.08% | |
| 50 | TGT | Target CORP | 股票-循環性消費 | 0.33% | +0.05% | +19.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +2.7% | -16.69% | 減碼 |
| 2 | GBX | Greenbrier Companies Inc | +1% | -15.25% | 減碼 |
| 3 | F | Ford Motor Co | +0.5% | -10.65% | 減碼 |
| 4 | USB | US Bancorp | +0.5% | -16.22% | 減碼 |
| 5 | ADC | Agree Realty CORP | +0.4% | -30.89% | 減碼 |
| 6 | GEV | GE Vernova Inc | +0.3% | NEW | 新建倉 |
| 7 | EVRG | Evergy Inc | +0.3% | -21.63% | 減碼 |
| 8 | NRG | Nrg Energy Inc | +0.3% | -44.62% | 減碼 |
| 9 | PG | Procter & Gamble Co/the | +0.2% | -26.55% | 減碼 |
| 10 | GATX | Gatx CORP | +0.1% | -37.11% | 減碼 |
| 11 | R | Ryder System Inc | +0.1% | -39.19% | 減碼 |
| 12 | MSFT | Microsoft CORP | +0.1% | -39.76% | 減碼 |
| 13 | PFE | Pfizer Inc | 0% | -38.46% | 減碼 |
| 14 | FCX | Freeport-mcmoran Inc | 0% | -43.00% | 減碼 |
| 15 | T | At&t Inc | -0.1% | -46.94% | 減碼 |
| 16 | NATL | Ncr Atleos CORP | -0.1% | -64.42% | 減碼 |
| 17 | VUG | Vanguard Growth ETF | -0.1% | -49.51% | 減碼 |
| 18 | VYX | Ncr Voyix CORP | -0.1% | -50.59% | 減碼 |
| 19 | QCOM | Qualcomm Inc | -0.1% | -52.09% | 減碼 |
| 20 | CTVA | Corteva Inc | -0.1% | -60.24% | 減碼 |
| 21 | ALL | Allstate CORP | -0.1% | -50.00% | 減碼 |
| 22 | NEE | Nextera Energy Inc | -0.2% | -61.51% | 減碼 |
| 23 | JBHT | Hunt (jb) Transprt Svcs Inc | -0.2% | EXIT | 清倉 |
| 24 | MPT | Medical Properties Trust Inc | -0.2% | EXIT | 清倉 |
| 25 | SVC | Service Properties Trust | -0.2% | -40.25% | 減碼 |
| 26 | SHEL | Shell Plc-adr | -0.2% | -62.66% | 減碼 |
| 27 | 0VVB | Paramount Global-class B | -0.2% | -68.07% | 減碼 |
| 28 | DOW | Dow Inc | -0.2% | -72.82% | 減碼 |
| 29 | BIV | Vanguard Intermediate-term B | -0.2% | EXIT | 清倉 |
| 30 | VFC | Vf CORP | -0.3% | -66.15% | 減碼 |
| 31 | NUE | Nucor CORP | -0.3% | -43.98% | 減碼 |
| 32 | JNJ | Johnson & Johnson | -0.3% | -64.64% | 減碼 |
| 33 | HD | Home Depot Inc | -0.3% | -42.86% | 減碼 |
| 34 | CLF | Cleveland-cliffs Inc | -0.3% | -46.41% | 減碼 |
| 35 | TSN | Tyson Foods Inc-cl A | -0.4% | -44.99% | 減碼 |
| 36 | BAC | Bank Of America CORP | -0.4% | -46.32% | 減碼 |
| 37 | ABBV | Abbvie Inc | -0.4% | -48.56% | 減碼 |
| 38 | KHC | Kraft Heinz Co/the | -0.4% | -37.29% | 減碼 |
| 39 | BMY | Bristol-myers Squibb Co | -0.4% | EXIT | 清倉 |
| 40 | TXN | Texas Instruments Inc | -0.4% | -76.17% | 減碼 |
| 41 | O | Realty Income CORP | -0.4% | -41.71% | 減碼 |
| 42 | COP | Conocophillips | -0.4% | -51.23% | 減碼 |
| 43 | MDT | Medtronic plc | -0.6% | EXIT | 清倉 |
| 44 | AMZN | Amazon.com Inc | -0.6% | -78.29% | 減碼 |
| 45 | PYPL | Paypal Holdings Inc | -0.6% | EXIT | 清倉 |
| 46 | GOOG | Alphabet Inc-cl C | -0.7% | -83.08% | 減碼 |
| 47 | GM | General Motors Co | -0.9% | EXIT | 清倉 |
| 48 | MS | Morgan Stanley | -0.9% | -87.31% | 減碼 |
| 49 | CAT | Caterpillar Inc | -1% | -43.13% | 減碼 |
| 50 | CSX | Csx CORP | -1.6% | -64.05% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Community Bank of Raymore 在 Q2 2024 季度的美股持倉總市值約為 US$1.7億，共申報了 76 個公開持股部位。
在 Q2 2024 季度，Community Bank of Raymore 按市值排列的前三大核心持股分別為：JPM (9.7%)、O (6.7%)、CAT (6.0%)。其中最大持股部位 JPM 佔據整體投資組合約 9.7% 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
GEV
市值: US$43.7萬
本季最大獲利了結 / 清倉標的
GM
前期市值: US$195.8萬
在 Q2 2024 季度中，Community Bank of Raymore 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 0 個部位、減碼 42 個部位以及清倉 7 個部位。 其中最大新建倉標的為 GEV。 本季清倉部位包含 GM。
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。