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: 0001672594
申報總市值
US$73.7億
US$73.7億
238 檔
12.9%
在 Q3 2024 申報期間，Douglas Lane & Associates, LLC（CIK: 0001672594）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$73.7億，共持有 238 個公開申報部位。
數據顯示 Douglas Lane & Associates, LLC 於 Q3 2024 季度持續回收資金，對 30 個既有部位進行裁減並清倉 1 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Douglas Lane & Associates, LLC 的前 5 大核心持股（包含 NVDA, QCOM, MSFT 等）合計佔整體申報市值的 12.9%，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 238 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 | NVDA | Nvidia CORP | 股票-科技 | 3.62% | +0.21% | -8.86% | |
| 2 | QCOM | Qualcomm Inc | 股票-科技 | 2.65% | +0.30% | -3.75% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | -0.11% | -4.23% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.30% | +0.05% | -4.43% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.14% | +0.41% | -2.50% | |
| 6 | AXP | American Express Co | 股票-金融 | 1.99% | +0.02% | -7.68% | |
| 7 | GDDY | Godaddy Inc - Class A | 股票-科技 | 1.84% | -0.03% | -3.27% | |
| 8 | RGA | Reinsurance Group Of America | 股票-金融 | 1.71% | -0.09% | -3.68% | |
| 9 | TDG | Transdigm Group Inc | 股票-工業 | 1.62% | +0.13% | -1.66% | |
| 10 | GE | General Electric | 股票-工業 | 1.61% | +0.17% | -9.54% | |
| 11 | DAL | Delta Air Lines Inc | 股票-工業 | 1.56% | +0.39% | -2.42% | |
| 12 | BX | Blackstone Inc | 股票-金融 | 1.56% | -0.02% | -6.13% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.54% | +0.09% | -1.65% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.52% | -0.04% | -1.80% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.46% | -0.04% | -2.37% | |
| 16 | MS | Morgan Stanley | 股票-金融 | 1.43% | +0.22% | -3.03% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.37% | -0.12% | -3.37% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | -0.08% | +2.69% | |
| 19 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 1.32% | -0.21% | -4.75% | |
| 20 | AMT | American Tower CORP | 股票-房地產 | 1.31% | -0.16% | +2.64% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.28% | +0.01% | -7.41% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.28% | -0.16% | -0.72% | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.27% | -0.14% | +0.72% | |
| 24 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.27% | -0.01% | +6.43% | |
| 25 | IR | Ingersoll-rand Inc | 股票-工業 | 1.23% | -0.04% | -6.16% | |
| 26 | HLN | Haleon Plc-adr | 股票-醫療保健 | 1.23% | -0.12% | -0.84% | |
| 27 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 1.22% | -0.13% | -1.58% | |
| 28 | DHR | Danaher CORP | 股票-醫療保健 | 1.22% | -0.01% | -1.18% | |
| 29 | EQIX | Equinix Inc | 股票-房地產 | 1.19% | -0.03% | +0.15% | |
| 30 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 1.14% | +0.01% | -2.09% | |
| 31 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 1.08% | -0.05% | -3.21% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.03% | -0.01% | -3.39% | |
| 33 | ✓ | 股票-其他 | 1.03% | +0.51% | -0.99% | ||
| 34 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.02% | -0.02% | +1.45% | |
| 35 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.01% | -0.09% | -10.07% | |
| 36 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.00% | -0.02% | -0.82% | |
| 37 | LW | Lamb Weston Holdings Inc | 股票-非循環性消費 | 0.99% | +0.12% | +32.04% | |
| 38 | AES | Aes CORP | 股票-公用事業 | 0.97% | -0.28% | -1.46% | |
| 39 | USB | US Bancorp | 股票-金融 | 0.96% | +0.09% | -4.68% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.92% | -0.39% | -0.02% | |
| 41 | PRU | Prudential Financial Inc | 股票-金融 | 0.91% | — | -12.26% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | -0.07% | -6.49% | |
| 43 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.89% | -0.07% | +25.61% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.87% | -0.03% | +1.20% | |
| 45 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.87% | -0.05% | -0.40% | |
| 46 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.86% | +0.02% | -2.25% | |
| 47 | APTV | Aptiv PLC | 股票-循環性消費 | 0.86% | — | +46.24% | |
| 48 | BA | Boeing Co/the | 股票-工業 | 0.85% | +0.07% | +12.03% | |
| 49 | EOG | Eog Resources Inc | 股票-能源 | 0.85% | -0.20% | -2.31% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.79% | -0.01% | -1.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DOC | Healthpeak Properties Inc | +0.4% | +528.19% | 加碼 |
| 2 | CRM | Salesforce Inc | +0.3% | NEW | 新建倉 |
| 3 | WDAY | Workday Inc-class A | +0.3% | +100.06% | 加碼 |
| 4 | HSY | Hershey Co/the | +0.3% | +64.53% | 加碼 |
| 5 | APTV | Aptiv PLC | +0.3% | +46.24% | 加碼 |
| 6 | APD | Air Products & Chemicals Inc | +0.3% | +25.61% | 加碼 |
| 7 | HLN | Haleon Plc-adr | +0.2% | -0.84% | 減碼 |
| 8 | BMY | Bristol-myers Squibb Co | +0.2% | -0.72% | 減碼 |
| 9 | AMT | American Tower CORP | +0.2% | +2.64% | 加碼 |
| 10 | RBC | RBC Bearings Inc | +0.2% | +54.01% | 加碼 |
| 11 | PYPL | Paypal Holdings Inc | +0.2% | -0.40% | 減碼 |
| 12 | BX | Blackstone Inc | +0.2% | -6.13% | 減碼 |
| 13 | ORCL | Oracle CORP | +0.2% | -3.37% | 減碼 |
| 14 | EQIX | Equinix Inc | +0.1% | +0.15% | 加碼 |
| 15 | ILMN | Illumina Inc | +0.1% | +12.94% | 加碼 |
| 16 | EL | Estee Lauder Companies-cl A | +0.1% | +51.70% | 加碼 |
| 17 | JNJ | Johnson & Johnson | +0.1% | +2.69% | 加碼 |
| 18 | WSC | Willscot Holdings CORP | +0.1% | NEW | 新建倉 |
| 19 | TDG | Transdigm Group Inc | +0.1% | -1.66% | 減碼 |
| 20 | RTX | Rtx CORP | +0.1% | +1.10% | 加碼 |
| 21 | AXP | American Express Co | +0.1% | -7.68% | 減碼 |
| 22 | GDDY | Godaddy Inc - Class A | +0.1% | -3.27% | 減碼 |
| 23 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.80% | 減碼 |
| 24 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | -2.09% | 減碼 |
| 25 | GEHC | GE Healthcare Technology | +0.1% | +2.24% | 加碼 |
| 26 | MA | Mastercard Inc - A | +0.1% | -2.37% | 減碼 |
| 27 | DHR | Danaher CORP | +0.1% | -1.18% | 減碼 |
| 28 | AES | Aes CORP | +0.1% | -1.46% | 減碼 |
| 29 | INTU | Intuit Inc | +0.1% | +622.19% | 加碼 |
| 30 | IBM | Intl Business Machines CORP | +0.1% | -9.49% | 減碼 |
| 31 | ROP | Roper Technologies Inc | +0.1% | +15.56% | 加碼 |
| 32 | GE | General Electric | +0.1% | -9.54% | 減碼 |
| 33 | LOW | Lowe's Cos Inc | +0.1% | -10.07% | 減碼 |
| 34 | USB | US Bancorp | +0.1% | -4.68% | 減碼 |
| 35 | CMCSA | Comcast Corp-class A | +0.1% | +0.72% | 加碼 |
| 36 | KO | Coca-cola Co/the | +0.1% | -3.39% | 減碼 |
| 37 | M | Macy's, Inc. | -0.1% | -4.64% | 減碼 |
| 38 | PRU | Prudential Financial Inc | -0.1% | -12.26% | 減碼 |
| 39 | UBER | Uber Technologies Inc | -0.2% | -27.33% | 減碼 |
| 40 | BAC | Bank Of America CORP | -0.2% | -7.41% | 減碼 |
| 41 | HON | Honeywell International Inc | -0.2% | -29.80% | 減碼 |
| 42 | SHEL | Shell Plc-adr | -0.2% | -11.42% | 減碼 |
| 43 | VRSN | Verisign Inc | -0.2% | -82.03% | 減碼 |
| 44 | MRNA | Moderna Inc | -0.2% | +17.54% | 加碼 |
| 45 | MSFT | Microsoft CORP | -0.3% | -4.23% | 減碼 |
| 46 | GOOG | Alphabet Inc-cl C | -0.3% | -2.50% | 減碼 |
| 47 | JWNUSD | Nordstrom Inc | -0.4% | EXIT | 清倉 |
| 48 | NVDA | Nvidia CORP | -0.6% | -8.86% | 減碼 |
| 49 | QCOM | Qualcomm Inc | -0.7% | -3.75% | 減碼 |
| 50 | GM | General Motors Co | -0.8% | -53.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Douglas Lane & Associates, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$73.7億，共申報了 238 個公開持股部位。
在 Q3 2024 季度，Douglas Lane & Associates, LLC 按市值排列的前三大核心持股分別為：NVDA (3.6%)、QCOM (2.6%)、MSFT (2.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.6% 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
CRM
市值: US$2480.8萬
本季最大獲利了結 / 清倉標的
JWNUSD
前期市值: US$2585.5萬
在 Q3 2024 季度中，Douglas Lane & Associates, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 17 個部位、減碼 30 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CRM。 本季清倉部位包含 JWNUSD。
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。