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: 0001479844
申報總市值
US$62.4億
US$62.4億
909 檔
19.2%
在 Q3 2024 的 13F 官方備案中，Diversified Trust Co 管理的美股投資組合規模來到 US$62.4億，整體持股檔數為 909 檔。
Diversified Trust Co 於 Q3 2024 展現出進攻型調倉步調，本季推動了 9 檔股票的新建倉與 30 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。
在資產配置集中度方面，Diversified Trust Co 的前 5 大核心持股（包含 VOO, VEU, COKE 等）合計佔整體申報市值的 19.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 909 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 10.76% | +0.03% | +2.62% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.07% | -0.11% | +2.18% | |
| 3 | COKE | Coca-cola Consolidated Inc | 股票-非循環性消費 | 4.85% | -0.72% | -0.01% | |
| 4 | ✓ | Intl- Acadian - Com | 股票-其他 | 4.68% | +0.15% | — | |
| 5 | LAZ | Lazard, Inc. | 股票-金融 | 3.76% | -0.12% | — | |
| 6 | ✓ | Intl - Causeway - Com | 股票-其他 | 3.76% | +0.08% | — | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.55% | -0.16% | +11.60% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.83% | -0.07% | +3.86% | |
| 9 | UBS 0 01-18-13 008N債券 | UBS AG | 債券 | 2.78% | -0.08% | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | -0.26% | +16.52% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.97% | +0.10% | +2.93% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.94% | +0.03% | +1.52% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.42% | -0.11% | -8.98% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.18% | +0.23% | +16.22% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.15% | -0.07% | -5.40% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.07% | -0.12% | +19.04% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.00% | +0.07% | +0.65% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.89% | -0.15% | -1.50% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.87% | -0.01% | +8.45% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.80% | -0.02% | +1.83% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.75% | +0.07% | +1034.88% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.65% | +0.01% | +9.29% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.04% | +1.76% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.64% | +0.07% | +2.76% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | -0.18% | +82.39% | |
| 26 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.56% | — | +0.05% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.54% | -0.04% | +9.38% | |
| 28 | ✓ | Lsv Global Concentrated | 股票-其他 | 0.49% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.48% | +0.04% | +3.50% | |
| 30 | AZO | Autozone Inc | 股票-循環性消費 | 0.46% | +0.02% | -3.29% | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.44% | -0.04% | +10.27% | |
| 32 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.44% | -0.03% | -2.09% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | -0.04% | -0.77% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.40% | -0.01% | -11.17% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | -0.02% | +2.76% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.38% | +0.01% | +0.73% | |
| 37 | AXP | American Express Co | 股票-金融 | 0.36% | -0.02% | -6.69% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.33% | -0.06% | +3.94% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | +0.04% | -30.79% | |
| 40 | CB | Chubb Limited | 股票-金融 | 0.31% | -0.04% | -1.28% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.31% | +0.12% | -3.73% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | -0.10% | +14.23% | |
| 43 | FISV | Fiserv Inc | 股票-其他 | 0.28% | — | +2.72% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.28% | -0.01% | -0.76% | |
| 45 | COR | Cencora Inc | 股票-醫療保健 | 0.28% | +0.01% | -5.58% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.27% | +0.04% | +0.29% | |
| 47 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.27% | -0.03% | -5.21% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.26% | -0.01% | -0.10% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.26% | -0.04% | +4.85% | |
| 50 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.26% | +0.01% | -0.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | Lsv Global Concentrated | +0.5% | NEW | 新建倉 |
| 2 | COKE | Coca-cola Consolidated Inc | +0.4% | -0.01% | 減碼 |
| 3 | AAPL | Apple Inc | +0.3% | +11.60% | 加碼 |
| 4 | PG | Procter & Gamble Co/the | +0.2% | +82.39% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.2% | +19.04% | 加碼 |
| 6 | ASND | Ascendis Pharma A/S | +0.2% | NEW | 新建倉 |
| 7 | ✓ | Lsv Emerging Markets Small | +0.1% | NEW | 新建倉 |
| 8 | ✓ | +0.1% | NEW | 新建倉 | |
| 9 | TDG | Transdigm Group Inc | +0.1% | +1282.25% | 加碼 |
| 10 | TSLA | Tesla Inc | +0.1% | +83.45% | 加碼 |
| 11 | AXON | Axon Enterprise Inc | +0.1% | +279.62% | 加碼 |
| 12 | PGR | Progressive CORP | +0.1% | +84.26% | 加碼 |
| 13 | AVB | Avalonbay Communities Inc | +0.1% | +243.92% | 加碼 |
| 14 | NFLX | Netflix Inc | +0.1% | +69.13% | 加碼 |
| 15 | VRT | Vertiv Holdings Co-a | +0.1% | +530.74% | 加碼 |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +864.47% | 加碼 |
| 17 | SAP | Sap Se-sponsored Adr | +0.1% | NEW | 新建倉 |
| 18 | AVGO | Broadcom Inc | +0.1% | +1034.88% | 加碼 |
| 19 | RY | Royal Bank Of Canada | +0.1% | +27.49% | 加碼 |
| 20 | AON | Aon plc | +0.1% | +71.05% | 加碼 |
| 21 | KO | The Coca-Cola Company | +0.1% | NEW | 新建倉 |
| 22 | ARES | Ares Management CORP - A | +0.1% | NEW | 新建倉 |
| 23 | PSA | Public Storage | +0.1% | +774.00% | 加碼 |
| 24 | ✓ | Fidelis Insurance Hldgs Ltd | +0.1% | NEW | 新建倉 |
| 25 | AIG | American International Group | +0.1% | +969.53% | 加碼 |
| 26 | DFSV | Dimensional US Small Cap Val | +0.1% | NEW | 新建倉 |
| 27 | CPAY | Corpay Inc | +0.1% | +21.36% | 加碼 |
| 28 | HCA | Hca Healthcare Inc | 0% | -2.09% | 減碼 |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | +8.45% | 加碼 |
| 30 | UNH | Unitedhealth Group Inc | 0% | +2.76% | 加碼 |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +9.29% | 加碼 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.76% | 加碼 |
| 33 | KO | Coca-cola Co/the | 0% | +0.65% | 加碼 |
| 34 | MSFT | Microsoft CORP | — | +16.52% | 加碼 |
| 35 | AGG | Ishares Core U.s. Aggregate | — | +9.38% | 加碼 |
| 36 | VIG | Vanguard Dividend Apprec ETF | 0% | +1.83% | 加碼 |
| 37 | VXF | Vanguard Extended Market ETF | 0% | +2.93% | 加碼 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +3.86% | 加碼 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.1% | +16.22% | 加碼 |
| 40 | ETR | Entergy CORP | -0.1% | -91.89% | 減碼 |
| 41 | LAZ | Lazard, Inc. | -0.1% | — | 不變 |
| 42 | UBS 0 01-18-13 008N債券 | UBS AG | -0.1% | — | 不變 |
| 43 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | +2.18% | 加碼 |
| 44 | DXCM | Dexcom Inc | -0.1% | -37.74% | 減碼 |
| 45 | ✓ | Intl - Causeway - Com | -0.1% | — | 不變 |
| 46 | NOW | Servicenow Inc | -0.2% | -45.06% | 減碼 |
| 47 | V | Visa Inc-class A Shares | -0.2% | -30.79% | 減碼 |
| 48 | AMZN | Amazon.com Inc | -0.3% | -5.40% | 減碼 |
| 49 | ✓ | Intl- Acadian - Com | -0.3% | — | 不變 |
| 50 | VOO | Vanguard S&p 500 ETF | -0.4% | +2.62% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Diversified Trust Co 在 Q3 2024 季度的美股持倉總市值約為 US$62.4億，共申報了 909 個公開持股部位。
在 Q3 2024 季度，Diversified Trust Co 按市值排列的前三大核心持股分別為：VOO (10.8%)、VEU (6.1%)、COKE (4.8%)。其中最大持股部位 VOO 佔據整體投資組合約 10.8% 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
LSV GLOBAL CONCENTRATED
市值: US$1927.3萬
本季最大獲利了結 / 清倉標的
COKE
前期市值: US$1.6億
在 Q3 2024 季度中，Diversified Trust Co 共進行了 46 項持倉異動，包含新建倉 9 個部位、加碼 30 個部位、減碼 7 個部位以及清倉 0 個部位。 其中最大新建倉標的為 LSV GLOBAL CONCENTRATED。
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。