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: 0001278678
申報總市值
US$239.6萬
US$239.6萬
171 檔
9054.4%
根據最新整理的 13F 季度數據集，Deroy & Devereaux Private Investment Counsel Inc 於 Q4 2024 結束時的管理資產規模為 US$239.6萬。該機構在本季度申報了 171 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Deroy & Devereaux Private Investment Counsel Inc 操作展現出積極擴展與加碼意向。本季共新建倉 8 個新部位，並對 98 個既有持股進行加碼（合計增持 106 檔），相較減碼與清倉部位顯著佔優。
整體而言，Deroy & Devereaux Private Investment Counsel Inc 的前 5 大持股（包含 FISV, RJF, DAL）貢獻了組合市值的 9054.4%，形成該機構在 Q4 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 | FISV | Fiserv Inc | 股票-其他 | 2.64% | -0.24% | +0.53% | |
| 2 | RJF | Raymond James Financial Inc | 股票-金融 | 2.55% | -0.18% | +0.80% | |
| 3 | DAL | Delta Air Lines Inc | 股票-工業 | 2.43% | -0.24% | -1.15% | |
| 4 | DFSEUR | Discover Financial Services | 股票-其他 | 2.43% | — | +0.36% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.38% | -0.10% | +0.98% | |
| 6 | AZO | Autozone Inc | 股票-循環性消費 | 2.37% | +0.01% | +0.95% | |
| 7 | MS | Morgan Stanley | 股票-金融 | 2.36% | +0.13% | +0.87% | |
| 8 | RS | Reliance Inc | 股票-原物料 | 2.32% | +0.12% | +0.95% | |
| 9 | PNR | Pentair plc | 股票-工業 | 2.11% | -0.36% | +0.61% | |
| 10 | CSL | Carlisle Cos Inc | 股票-工業 | 2.09% | -0.11% | +0.71% | |
| 11 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 2.08% | -0.63% | +1.62% | |
| 12 | DTM | Dt Midstream Inc | 股票-能源 | 1.97% | -0.14% | -23.20% | |
| 13 | CB | Chubb Limited | 股票-金融 | 1.96% | -0.19% | +0.72% | |
| 14 | ✓ | 股票-其他 | 1.85% | — | +1.23% | ||
| 15 | CACI | Caci International Inc -cl A | 股票-科技 | 1.81% | -0.52% | -5.49% | |
| 16 | PRKS | United Parks & Resorts Inc | 股票-其他 | 1.79% | +0.19% | +0.89% | |
| 17 | JBTM | Jbt Marel CORP | 股票-工業 | 1.79% | -0.08% | +1.07% | |
| 18 | ✓ | 股票-其他 | 1.75% | — | +1.12% | ||
| 19 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.75% | -0.30% | +2.47% | |
| 20 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.73% | — | -7.61% | |
| 21 | MAS | Masco CORP | 股票-工業 | 1.73% | +0.23% | +1.24% | |
| 22 | ALL | Allstate CORP | 股票-金融 | 1.67% | — | -17.69% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.66% | -0.62% | +1.08% | |
| 24 | WBS | Webster Financial CORP | 股票-金融 | 1.63% | — | +0.70% | |
| 25 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.57% | -0.27% | +2.82% | |
| 26 | PNC | Pnc Financial Services Group | 股票-金融 | 1.54% | +0.01% | +0.72% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 1.49% | -0.25% | -6.53% | |
| 28 | TFC | Truist Financial CORP | 股票-金融 | 1.48% | -0.12% | +28.05% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.47% | +0.03% | +1.05% | |
| 30 | DOX | Amdocs Limited | 股票-科技 | 1.47% | — | +0.69% | |
| 31 | SONO | Sonos Inc | 股票-其他 | 1.44% | -0.18% | +0.92% | |
| 32 | BLBD | Blue Bird CORP | 股票-其他 | 1.42% | +0.30% | +0.84% | |
| 33 | DELL | Dell Technologies -c | 股票-科技 | 1.40% | +0.73% | +0.92% | |
| 34 | ✓ | 股票-其他 | 1.33% | — | +0.38% | ||
| 35 | TER | Teradyne Inc | 股票-科技 | 1.33% | -0.05% | +0.71% | |
| 36 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 1.29% | — | +1.23% | |
| 37 | PGR | Progressive CORP | 股票-金融 | 1.28% | +0.21% | +1.26% | |
| 38 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.21% | — | +1.31% | |
| 39 | CI | THE Cigna Group | 股票-醫療保健 | 1.20% | +0.45% | +1.14% | |
| 40 | LKQ | Lkq CORP | 股票-循環性消費 | 1.20% | -0.95% | EXIT | |
| 41 | MU | Micron Technology Inc | 股票-科技 | 1.17% | +1.83% | +0.77% | |
| 42 | TXNM | Txnm Energy Inc | 股票-公用事業 | 1.15% | — | +392.51% | |
| 43 | AEBA | Allete Inc | 股票-其他 | 1.13% | — | -4.44% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | +0.42% | +1.65% | |
| 45 | ✓ | 股票-其他 | 1.11% | — | +1.28% | ||
| 46 | LRCX | Lam Research CORP | 股票-科技 | 1.10% | +0.52% | +919.98% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.09% | -0.34% | +1.75% | |
| 48 | VSH | Vishay Intertechnology Inc | 股票-其他 | 1.07% | +0.62% | -0.07% | |
| 49 | ✓ | 股票-其他 | 1.07% | — | +0.88% | ||
| 50 | AAPL | Apple Inc | 股票-科技 | 1.07% | -0.03% | -0.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVS | Cvs Health CORP | +1% | NEW | 新建倉 |
| 2 | TXNM | Txnm Energy Inc | +0.9% | +392.51% | 加碼 |
| 3 | RHP | Ryman Hospitality Properties | +0.9% | +643.23% | 加碼 |
| 4 | EA | Electronic Arts Inc | +0.8% | NEW | 新建倉 |
| 5 | RJF | Raymond James Financial Inc | +0.6% | +0.80% | 加碼 |
| 6 | DFSEUR | Discover Financial Services | +0.5% | +0.36% | 加碼 |
| 7 | MS | Morgan Stanley | +0.4% | +0.87% | 加碼 |
| 8 | JBTM | Jbt Marel CORP | +0.4% | +1.07% | 加碼 |
| 9 | DAL | Delta Air Lines Inc | +0.4% | -1.15% | 減碼 |
| 10 | FISV | Fiserv Inc | +0.4% | +0.53% | 加碼 |
| 11 | TFC | Truist Financial CORP | +0.4% | +28.05% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.3% | +0.98% | 加碼 |
| 13 | SONO | Sonos Inc | +0.3% | +0.92% | 加碼 |
| 14 | WBS | Webster Financial CORP | +0.3% | +0.70% | 加碼 |
| 15 | OUT | Outfront Media Inc | +0.2% | NEW | 新建倉 |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | +1.05% | 加碼 |
| 17 | PRKS | United Parks & Resorts Inc | +0.2% | +0.89% | 加碼 |
| 18 | AGCO | Agco CORP | +0.2% | NEW | 新建倉 |
| 19 | WTW | Willis Towers Watson Public Limited Company | +0.1% | +2.82% | 加碼 |
| 20 | CSV | Carriage Services Inc | +0.1% | NEW | 新建倉 |
| 21 | ALK | Alaska Air Group Inc | +0.1% | +0.33% | 加碼 |
| 22 | VONG | Vanguard Russell 1000 Growth | +0.1% | — | 加碼 |
| 23 | EMR | Emerson Electric Co | +0.1% | NEW | 新建倉 |
| 24 | PNC | Pnc Financial Services Group | +0.1% | +0.72% | 加碼 |
| 25 | PNR | Pentair plc | +0.1% | +0.61% | 加碼 |
| 26 | AAPL | Apple Inc | +0.1% | -0.90% | 減碼 |
| 27 | AZO | Autozone Inc | +0.1% | +0.95% | 加碼 |
| 28 | TTWO | Take-two Interactive Softwre | +0.1% | +0.93% | 加碼 |
| 29 | ✓ | Intl Gnrl Insurance Hldngs L | +0.1% | +0.28% | 加碼 |
| 30 | PRSU | Pursuit Attractions And Hosp | +0.1% | +0.26% | 加碼 |
| 31 | EVR | Evercore Inc - A | +0.1% | +0.34% | 加碼 |
| 32 | MPLX | Mplx LP | +0.1% | +0.14% | 加碼 |
| 33 | SYU1 | Synovus Financial CORP | 0% | +0.26% | 加碼 |
| 34 | EPD | Enterprise Products Partners | 0% | +0.54% | 加碼 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | 0% | +3.04% | 加碼 |
| 36 | VNOMUSD | Viper Energy Inc-cl A | 0% | -1.08% | 減碼 |
| 37 | CG | Carlyle Group Inc/the | 0% | +0.28% | 加碼 |
| 38 | AMZN | Amazon.com Inc | 0% | +0.94% | 加碼 |
| 39 | GOOGL | Alphabet Inc-cl A | 0% | +0.51% | 加碼 |
| 40 | HWM | Howmet Aerospace Inc | 0% | -7.61% | 減碼 |
| 41 | BAC F PERP 02債券 | Bank Of America CORP | 0% | +29.62% | 加碼 |
| 42 | NVDA | Nvidia CORP | 0% | +18.48% | 加碼 |
| 43 | RF V6.95 PERP債券 | Regions Financial CORP | 0% | +48.28% | 加碼 |
| 44 | NFLX | Netflix Inc | 0% | +1.97% | 加碼 |
| 45 | META | Meta Platforms Inc-class A | 0% | NEW | 新建倉 |
| 46 | UAL | United Airlines Holdings Inc | 0% | NEW | 新建倉 |
| 47 | QQQ | Invesco Qqq Trust Series 1 | 0% | +20.76% | 加碼 |
| 48 | PR | Permian Resources Corp-cl A | 0% | +0.30% | 加碼 |
| 49 | FUN | Six Flags Entertainment CORP | 0% | -8.98% | 減碼 |
| 50 | WMT | Walmart Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Deroy & Devereaux Private Investment Counsel Inc 在 Q4 2024 季度的美股持倉總市值約為 US$239.6萬，共申報了 171 個公開持股部位。
在 Q4 2024 季度，Deroy & Devereaux Private Investment Counsel Inc 按市值排列的前三大核心持股分別為：FISV (2.6%)、RJF (2.5%)、DAL (2.4%)。其中最大持股部位 FISV 佔據整體投資組合約 2.6% 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
CVS
市值: US$1770.9萬
本季最大獲利了結 / 清倉標的
COP
前期市值: US$2595.2萬
在 Q4 2024 季度中，Deroy & Devereaux Private Investment Counsel Inc 共進行了 148 項持倉異動，包含新建倉 8 個部位、加碼 98 個部位、減碼 32 個部位以及清倉 10 個部位。 其中最大新建倉標的為 CVS。 本季清倉部位包含 COP。
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。