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
486 檔
23.8%
根據最新整理的 13F 季度數據集，Compagnie Lombard Odier SCmA 於 Q4 2024 結束時的管理資產規模為 US$92.5億。該機構在本季度申報了 486 檔美股持倉，呈現出該時期的主要投資地圖。
Q4 2024 的申報記錄反映 Compagnie Lombard Odier SCmA 的板塊替換策略：機構本季推動了 95 筆增持與 88 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, GOOGL, NVDA）占據了總市值的 23.8%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 486 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 | 8.96% | -0.91% | +4.42% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.83% | +0.24% | -1.35% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.85% | -0.62% | +4.30% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 4.93% | +0.07% | +1.48% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.81% | -0.39% | +5.08% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.48% | +0.85% | +5.21% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.43% | -0.42% | +11.44% | |
| 8 | LIN | Linde plc | 股票-原物料 | 3.14% | -0.52% | +1.45% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.81% | -0.24% | +10.16% | |
| 10 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.72% | +0.80% | +92.49% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.13% | -0.07% | -1.43% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 2.06% | -0.44% | -9.52% | |
| 13 | NOW | Servicenow Inc | 股票-科技 | 1.94% | +0.03% | +6.74% | |
| 14 | UBS | UBS Group AG | 股票-金融 | 1.86% | +0.41% | +16.44% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.49% | -0.08% | -8.74% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.45% | +0.35% | +78.87% | |
| 17 | GIS | General Mills Inc | 股票-非循環性消費 | 1.43% | -0.13% | — | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.40% | -0.07% | -1.28% | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.37% | -0.30% | +71.58% | |
| 20 | SPGI | S&p Global Inc | 股票-金融 | 1.35% | -0.10% | -5.26% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 1.28% | -0.03% | -9.04% | |
| 22 | BX | Blackstone Inc | 股票-金融 | 1.24% | -0.10% | -24.13% | |
| 23 | HON | Honeywell International Inc | 股票-工業 | 1.19% | -0.54% | EXIT | |
| 24 | RACE | Ferrari N.V. | 股票-循環性消費 | 1.15% | +0.11% | +17.91% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.05% | — | -8.42% | |
| 26 | ICE | Intercontinental Exchange In | 股票-金融 | 1.05% | -0.35% | +160.50% | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.02% | -0.04% | -14.76% | |
| 28 | WM | Waste Management Inc | 股票-工業 | 1.02% | -0.33% | +31.47% | |
| 29 | SRE | Sempra | 股票-公用事業 | 0.96% | -0.06% | +11.05% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.94% | -0.08% | +3.32% | |
| 31 | ALC | Alcon Inc. | 股票-醫療保健 | 0.94% | -0.27% | -4.63% | |
| 32 | TT | Trane Technologies plc | 股票-工業 | 0.92% | -0.01% | -29.76% | |
| 33 | TSLA | Tesla Inc | 股票-循環性消費 | 0.87% | +0.05% | +37.81% | |
| 34 | PGR | Progressive CORP | 股票-金融 | 0.87% | -0.03% | +29.22% | |
| 35 | ETN | Eaton Corporation plc | 股票-工業 | 0.86% | +0.05% | +13.17% | |
| 36 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.80% | +0.12% | +4.34% | |
| 37 | NFLX | Netflix Inc | 股票-通訊服務 | 0.79% | -0.16% | -16.75% | |
| 38 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.78% | -0.07% | -25.00% | |
| 39 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.76% | -0.07% | -1.93% | |
| 40 | SW | Smurfit Westrock Plc | 股票-循環性消費 | 0.72% | — | +13.18% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.71% | +0.10% | +0.40% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | -0.07% | +9.34% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.57% | -0.08% | — | |
| 44 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.55% | -0.07% | -10.80% | |
| 45 | UBER | Uber Technologies Inc | 股票-工業 | 0.49% | -0.08% | +998.46% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.46% | -0.03% | -7.62% | |
| 47 | CSX | Csx CORP | 股票-工業 | 0.46% | -0.08% | +2.08% | |
| 48 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.43% | -0.02% | -1.44% | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.40% | +0.01% | +0.41% | |
| 50 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.39% | +0.02% | -18.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | +5.08% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.6% | +4.30% | 加碼 |
| 3 | ICE | Intercontinental Exchange In | +0.6% | +160.50% | 加碼 |
| 4 | BLK | Blackrock Inc | +0.6% | NEW | 新建倉 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.35% | 減碼 |
| 6 | MCD | Mcdonald's CORP | +0.5% | +71.58% | 加碼 |
| 7 | V | Visa Inc-class A Shares | +0.5% | +1.48% | 加碼 |
| 8 | LLY | Eli Lilly & Co | +0.5% | +78.87% | 加碼 |
| 9 | TSLA | Tesla Inc | +0.4% | +37.81% | 加碼 |
| 10 | UBER | Uber Technologies Inc | +0.4% | +998.46% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.4% | +5.21% | 加碼 |
| 12 | NOW | Servicenow Inc | +0.3% | +6.74% | 加碼 |
| 13 | APTV | Aptiv PLC | +0.3% | NEW | 新建倉 |
| 14 | META | Meta Platforms Inc-class A | +0.3% | +11.44% | 加碼 |
| 15 | WM | Waste Management Inc | +0.2% | +31.47% | 加碼 |
| 16 | UBS | UBS Group AG | +0.2% | +16.44% | 加碼 |
| 17 | HON | Honeywell International Inc | +0.2% | +11.49% | 加碼 |
| 18 | DDOG | Datadog Inc - Class A | +0.2% | +4.34% | 加碼 |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.2% | +167.65% | 加碼 |
| 20 | PGR | Progressive CORP | +0.1% | +29.22% | 加碼 |
| 21 | LNG | Cheniere Energy Inc | +0.1% | +40.03% | 加碼 |
| 22 | SW | Smurfit Westrock Plc | +0.1% | +13.18% | 加碼 |
| 23 | CMCSA | Comcast Corp-class A | +0.1% | +371.84% | 加碼 |
| 24 | SRE | Sempra | +0.1% | +11.05% | 加碼 |
| 25 | TRMB | Trimble Inc | +0.1% | +29.52% | 加碼 |
| 26 | CRM | Salesforce Inc | +0.1% | -8.42% | 減碼 |
| 27 | ETN | Eaton Corporation plc | +0.1% | +13.17% | 加碼 |
| 28 | RS | Reliance Inc | +0.1% | +107.98% | 加碼 |
| 29 | J | Jacobs Solutions Inc | +0.1% | NEW | 新建倉 |
| 30 | AGG | Ishares Core U.s. Aggregate | +0.1% | +8082.69% | 加碼 |
| 31 | URTH | Ishares Msci World ETF | +0.1% | +105.84% | 加碼 |
| 32 | CSCO | Cisco Systems Inc | 0% | +0.40% | 加碼 |
| 33 | BAM | Brookfield Asset Mgmt-a | 0% | +3.12% | 加碼 |
| 34 | BKNG | Booking Holdings Inc | 0% | +0.56% | 加碼 |
| 35 | PG | Procter & Gamble Co/the | 0% | +10.16% | 加碼 |
| 36 | MRSH | Marsh & Mclennan Cos | 0% | +28.42% | 加碼 |
| 37 | DB | Deutsche Bank Aktiengesellschaft | 0% | +7407.88% | 加碼 |
| 38 | RACE | Ferrari N.V. | 0% | +17.91% | 加碼 |
| 39 | EWJ | Ishares Msci Japan ETF | 0% | +102.87% | 加碼 |
| 40 | NBIS | Nebius Group N.V. | 0% | — | 不變 |
| 41 | SNAP | Snap Inc - A | 0% | +312.81% | 加碼 |
| 42 | USB | US Bancorp | 0% | +43.97% | 加碼 |
| 43 | IAU | Ishares Gold Trust | 0% | +141.85% | 加碼 |
| 44 | TIP | Ishares Tips Bond ETF | 0% | NEW | 新建倉 |
| 45 | IBIT | Ishares Bitcoin Trust ETF | 0% | +18.88% | 加碼 |
| 46 | WMT | Walmart Inc | 0% | -1.59% | 減碼 |
| 47 | MDT | Medtronic plc | 0% | +30.85% | 加碼 |
| 48 | BMY | Bristol-myers Squibb Co | 0% | — | 不變 |
| 49 | GS | Goldman Sachs Group Inc | 0% | +3.11% | 加碼 |
| 50 | GOVT | Ishares US Treasury Bond ETF | 0% | +16.30% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Compagnie Lombard Odier SCmA 在 Q4 2024 季度的美股持倉總市值約為 US$92.5億，共申報了 486 個公開持股部位。
在 Q4 2024 季度，Compagnie Lombard Odier SCmA 按市值排列的前三大核心持股分別為：MSFT (9.0%)、GOOGL (7.8%)、NVDA (6.8%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.0% 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$3840.9萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$3383.1萬
在 Q4 2024 季度中，Compagnie Lombard Odier SCmA 共進行了 183 項持倉異動，包含新建倉 16 個部位、加碼 79 個部位、減碼 73 個部位以及清倉 15 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。