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: 0001615423
申報總市值
US$92.5億
US$92.5億
495 檔
21.6%
Compagnie Lombard Odier SCmA 在 Q3 2024 季度的美股部位總計估值為 US$92.5億，分散於 495 個持倉標的之中，反映其市場參與廣度與投資規模。
Compagnie Lombard Odier SCmA 於 Q3 2024 展現出進攻型調倉步調，本季推動了 14 檔股票的新建倉與 88 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MSFT, GOOGL, NVDA）累計市值佔比達 21.6%，是驅動 Compagnie Lombard Odier SCmA 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 495 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 | MSFT | Microsoft CORP | 股票-科技 | 9.24% | -0.91% | +3.69% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.33% | +0.24% | -3.01% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.26% | -0.62% | +13.39% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 4.46% | +0.07% | +2.67% | |
| 5 | LIN | Linde plc | 股票-原物料 | 3.72% | -0.52% | +1.12% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.17% | -0.42% | +14.06% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.07% | +0.85% | -1.30% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.84% | -0.39% | +1105.21% | |
| 9 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.79% | +0.80% | -6.50% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.78% | -0.24% | +0.64% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.60% | -0.07% | +52.19% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 2.50% | -0.44% | +16.82% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.04% | -0.08% | +7.18% | |
| 14 | GIS | General Mills Inc | 股票-非循環性消費 | 1.75% | -0.13% | -5.59% | |
| 15 | ADBE | Adobe Inc | 股票-科技 | 1.73% | -0.03% | -0.47% | |
| 16 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.72% | -0.07% | -19.98% | |
| 17 | UBS | UBS Group AG | 股票-金融 | 1.70% | +0.41% | +43.02% | |
| 18 | NOW | Servicenow Inc | 股票-科技 | 1.62% | +0.03% | +9.12% | |
| 19 | SPGI | S&p Global Inc | 股票-金融 | 1.56% | -0.10% | -9.66% | |
| 20 | BX | Blackstone Inc | 股票-金融 | 1.53% | -0.10% | +24.98% | |
| 21 | TT | Trane Technologies plc | 股票-工業 | 1.45% | -0.01% | +13.77% | |
| 22 | ALC | Alcon Inc. | 股票-醫療保健 | 1.22% | -0.27% | -6.23% | |
| 23 | RACE | Ferrari N.V. | 股票-循環性消費 | 1.13% | +0.11% | +12.96% | |
| 24 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.09% | -0.04% | -4.68% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.06% | -0.08% | +5.38% | |
| 26 | HON | Honeywell International Inc | 股票-工業 | 1.03% | -0.54% | EXIT | |
| 27 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.01% | -0.07% | +5.00% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.99% | — | -1.33% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.98% | +0.35% | +8.35% | |
| 30 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.91% | -0.07% | -8.49% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.89% | -0.30% | +1.22% | |
| 32 | SRE | Sempra | 股票-公用事業 | 0.87% | -0.06% | +47.57% | |
| 33 | WM | Waste Management Inc | 股票-工業 | 0.84% | -0.33% | -1.42% | |
| 34 | ETN | Eaton Corporation plc | 股票-工業 | 0.80% | +0.05% | +29.73% | |
| 35 | NFLX | Netflix Inc | 股票-通訊服務 | 0.79% | -0.16% | -10.07% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.76% | -0.07% | -4.50% | |
| 37 | PGR | Progressive CORP | 股票-金融 | 0.75% | -0.03% | +41.66% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | -0.07% | +7.14% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.67% | +0.10% | -2.86% | |
| 40 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.65% | +0.12% | +7.83% | |
| 41 | SW | Smurfit Westrock Plc | 股票-循環性消費 | 0.62% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.66% | -25.17% | |
| 43 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.60% | +0.02% | -8.56% | |
| 44 | BLKCHF | Blackrock Inc | 股票-其他 | 0.53% | — | +16.32% | |
| 45 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.51% | -0.02% | -9.29% | |
| 46 | CSX | Csx CORP | 股票-工業 | 0.51% | -0.08% | -17.30% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.47% | +0.01% | +0.06% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | -0.03% | +5.86% | |
| 49 | ICE | Intercontinental Exchange In | 股票-金融 | 0.46% | -0.35% | -4.43% | |
| 50 | TSLA | Tesla Inc | 股票-循環性消費 | 0.43% | +0.05% | -1.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SW | Smurfit Westrock Plc | +0.6% | NEW | 新建倉 |
| 2 | MRK | Merck & Co. Inc. | +0.6% | +52.19% | 加碼 |
| 3 | HD | Home Depot Inc | +0.5% | +16.82% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.5% | +14.06% | 加碼 |
| 5 | UBS | UBS Group AG | +0.5% | +43.02% | 加碼 |
| 6 | BX | Blackstone Inc | +0.5% | +24.98% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.5% | +1105.21% | 加碼 |
| 8 | SRE | Sempra | +0.3% | +47.57% | 加碼 |
| 9 | TT | Trane Technologies plc | +0.3% | +13.77% | 加碼 |
| 10 | PGR | Progressive CORP | +0.3% | +41.66% | 加碼 |
| 11 | NOW | Servicenow Inc | +0.2% | +9.12% | 加碼 |
| 12 | LNG | Cheniere Energy Inc | +0.2% | +5490.24% | 加碼 |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.2% | +7.18% | 加碼 |
| 14 | RACE | Ferrari N.V. | +0.2% | +12.96% | 加碼 |
| 15 | ETN | Eaton Corporation plc | +0.2% | +29.73% | 加碼 |
| 16 | NVDA | Nvidia CORP | +0.1% | +13.39% | 加碼 |
| 17 | BLKCHF | Blackrock Inc | +0.1% | +16.32% | 加碼 |
| 18 | ABBV | Abbvie Inc | +0.1% | +5.38% | 加碼 |
| 19 | MCD | Mcdonald's CORP | +0.1% | +1.22% | 加碼 |
| 20 | MDLZ | Mondelez International Inc-a | +0.1% | +5.00% | 加碼 |
| 21 | TSLA | Tesla Inc | +0.1% | -1.05% | 減碼 |
| 22 | KEYS | Keysight Technologies In | +0.1% | +63.12% | 加碼 |
| 23 | HON | Honeywell International Inc | +0.1% | +19.71% | 加碼 |
| 24 | JNJ | Johnson & Johnson | +0.1% | +7.14% | 加碼 |
| 25 | IFF | Intl Flavors & Fragrances | +0.1% | +45.30% | 加碼 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | -0.69% | 減碼 |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | +13.44% | 加碼 |
| 28 | TRMB | Trimble Inc | +0.1% | +34.12% | 加碼 |
| 29 | LIN | Linde plc | 0% | +1.12% | 加碼 |
| 30 | BAM | Brookfield Asset Mgmt-a | 0% | — | 不變 |
| 31 | WMT | Walmart Inc | 0% | +7.82% | 加碼 |
| 32 | NKE | Nike Inc -cl B | 0% | +21.40% | 加碼 |
| 33 | GIS | General Mills Inc | 0% | -5.59% | 減碼 |
| 34 | NEE | Nextera Energy Inc | 0% | -4.50% | 減碼 |
| 35 | UL | Unilever PLC | 0% | — | 不變 |
| 36 | SHEL | Shell Plc-adr | 0% | +217.16% | 加碼 |
| 37 | CB | Chubb Limited | 0% | +0.80% | 加碼 |
| 38 | BMY | Bristol-myers Squibb Co | 0% | — | 不變 |
| 39 | KEL | Kellanova | 0% | — | 不變 |
| 40 | PLTR | Palantir Technologies Inc-a | 0% | -7.32% | 減碼 |
| 41 | MDT | Medtronic plc | 0% | +13.73% | 加碼 |
| 42 | VRTX | Vertex Pharmaceuticals Inc | 0% | +44.27% | 加碼 |
| 43 | ACN | Accenture plc | 0% | +15.78% | 加碼 |
| 44 | ICE | Intercontinental Exchange In | 0% | -4.43% | 減碼 |
| 45 | MET | Metlife Inc | 0% | -7.12% | 減碼 |
| 46 | BABA | Alibaba Group Holding-sp Adr | 0% | -23.49% | 減碼 |
| 47 | GOVT | Ishares US Treasury Bond ETF | 0% | +28.86% | 加碼 |
| 48 | ORCL | Oracle CORP | 0% | +0.94% | 加碼 |
| 49 | MRSH | Marsh & Mclennan Cos | 0% | +3.21% | 加碼 |
| 50 | URTH | Ishares Msci World ETF | 0% | +43.60% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Compagnie Lombard Odier SCmA 在 Q3 2024 季度的美股持倉總市值約為 US$92.5億，共申報了 495 個公開持股部位。
在 Q3 2024 季度，Compagnie Lombard Odier SCmA 按市值排列的前三大核心持股分別為：MSFT (9.2%)、GOOGL (7.3%)、NVDA (6.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.2% 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
SW
市值: US$3962.7萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$627.4萬
在 Q3 2024 季度中，Compagnie Lombard Odier SCmA 共進行了 178 項持倉異動，包含新建倉 14 個部位、加碼 88 個部位、減碼 68 個部位以及清倉 8 個部位。 其中最大新建倉標的為 SW。 本季清倉部位包含 TEL。
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。