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: 0002009396
申報總市值
US$43.0億
US$43.0億
408 檔
30.4%
Q3 2024 季度申報顯示，E. Ohman J:or Asset Management AB 揭露的美股組合總市值為 US$43.0億，涵蓋 408 個不同之權益投資部位。
E. Ohman J:or Asset Management AB 在 Q3 2024 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 22 檔持股的同時，亦同步清倉 7 檔並減碼 17 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, NVDA）占據了總市值的 30.4%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 408 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 | 9.18% | -0.80% | +0.91% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.54% | +0.02% | -1.99% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.37% | -0.06% | -4.95% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.47% | +0.36% | -3.38% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.88% | -0.17% | -0.55% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 2.33% | -0.05% | -8.11% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | +0.27% | +0.83% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.93% | +0.39% | +1.46% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 1.66% | +0.45% | +0.89% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.61% | -0.19% | -1.34% | |
| 11 | FTNT | Fortinet Inc | 股票-科技 | 1.61% | +0.29% | +11.31% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.60% | +1.15% | +10.46% | |
| 13 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.55% | +0.23% | -0.41% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.48% | -0.46% | -6.84% | |
| 15 | CRM | Salesforce Inc | 股票-科技 | 1.46% | -0.17% | -1.23% | |
| 16 | PGR | Progressive CORP | 股票-金融 | 1.42% | -0.09% | +2.40% | |
| 17 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.37% | -0.93% | -4.96% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 1.30% | -0.05% | -1.22% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.27% | -0.09% | -2.72% | |
| 20 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.25% | -0.01% | +19.81% | |
| 21 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.18% | -0.03% | +4.30% | |
| 22 | T | At&t Inc | 股票-通訊服務 | 1.15% | -1.16% | +4.72% | |
| 23 | KLAC | Kla CORP | 股票-科技 | 1.15% | +0.13% | -16.16% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 1.14% | -0.02% | +3.38% | |
| 25 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 1.14% | +0.05% | +2.68% | |
| 26 | INTU | Intuit Inc | 股票-科技 | 1.12% | -1.11% | +1.06% | |
| 27 | PLD | Prologis Inc | 股票-房地產 | 0.98% | -0.12% | +2.97% | |
| 28 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 0.94% | — | -6.44% | |
| 29 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.93% | — | -3.51% | |
| 30 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.92% | -0.61% | +3.74% | |
| 31 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.92% | -0.07% | -0.28% | |
| 32 | ROL | Rollins Inc | 股票-循環性消費 | 0.88% | -0.35% | +6.91% | |
| 33 | CEG | Constellation Energy | 股票-公用事業 | 0.88% | -0.17% | -39.49% | |
| 34 | MCHP | Microchip Technology Inc | 股票-科技 | 0.87% | -0.04% | -5.17% | |
| 35 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 0.84% | — | +3.80% | |
| 36 | GWW | Ww Grainger Inc | 股票-工業 | 0.84% | +0.11% | +4.33% | |
| 37 | EQIX | Equinix Inc | 股票-房地產 | 0.82% | -0.03% | +3.04% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.77% | +0.21% | +851.03% | |
| 39 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 0.76% | — | — | |
| 40 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.74% | — | +549.31% | |
| 41 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.71% | — | +0.63% | |
| 42 | SGRY | Surgery Partners Inc | 股票-其他 | 0.71% | — | +31.04% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.70% | +0.08% | +2.23% | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.68% | — | +3499.75% | |
| 45 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.66% | -0.01% | -0.58% | |
| 46 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.56% | -0.54% | — | |
| 47 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.54% | +0.09% | -6.27% | |
| 48 | FSLR | First Solar Inc | 股票-科技 | 0.43% | +0.11% | — | |
| 49 | ATKR | Atkore Inc | 股票-其他 | 0.43% | — | +3.67% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | -0.03% | -6.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRBR | Bellring Brands Inc | +0.8% | NEW | 新建倉 |
| 2 | MKC | Mccormick & Co-non Vtg Shrs | +0.7% | +3499.75% | 加碼 |
| 3 | AAPL | Apple Inc | +0.5% | -1.99% | 減碼 |
| 4 | FTNT | Fortinet Inc | +0.5% | +11.31% | 加碼 |
| 5 | IBM | Intl Business Machines CORP | +0.3% | -8.11% | 減碼 |
| 6 | SGRY | Surgery Partners Inc | +0.3% | +31.04% | 加碼 |
| 7 | PGR | Progressive CORP | +0.3% | +2.40% | 加碼 |
| 8 | LOW | Lowe's Cos Inc | +0.3% | +4.30% | 加碼 |
| 9 | ICE | Intercontinental Exchange In | +0.2% | +3.38% | 加碼 |
| 10 | T | At&t Inc | +0.2% | +4.72% | 加碼 |
| 11 | MA | Mastercard Inc - A | +0.2% | -1.34% | 減碼 |
| 12 | EQIX | Equinix Inc | +0.1% | +3.04% | 加碼 |
| 13 | GWW | Ww Grainger Inc | +0.1% | +4.33% | 加碼 |
| 14 | PLD | Prologis Inc | +0.1% | +2.97% | 加碼 |
| 15 | LLY | Eli Lilly & Co | +0.1% | +10.46% | 加碼 |
| 16 | VEEV | Veeva Systems Inc-class A | +0.1% | -0.28% | 減碼 |
| 17 | V | Visa Inc-class A Shares | +0.1% | +1.46% | 加碼 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +19.81% | 加碼 |
| 19 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +3.74% | 加碼 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +0.83% | 加碼 |
| 21 | TMO | Thermo Fisher Scientific Inc | +0.1% | -2.72% | 減碼 |
| 22 | SEDG | Solaredge Technologies Inc | +0.1% | +109.29% | 加碼 |
| 23 | ROL | Rollins Inc | +0.1% | +6.91% | 加碼 |
| 24 | META | Meta Platforms Inc-class A | +0.1% | -6.84% | 減碼 |
| 25 | MSI | Motorola Solutions Inc | +0.1% | NEW | 新建倉 |
| 26 | CIEN | Ciena CORP | +0.1% | +55.96% | 加碼 |
| 27 | CRM | Salesforce Inc | +0.1% | -1.23% | 減碼 |
| 28 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +2.68% | 加碼 |
| 29 | CTSH | Cognizant Tech Solutions-a | +0.1% | — | 不變 |
| 30 | AFL | Aflac Inc | +0.1% | NEW | 新建倉 |
| 31 | AZO | Autozone Inc | -0.1% | EXIT | 清倉 |
| 32 | ✓ | Cyberark Software LTD. Cmn | -0.1% | EXIT | 清倉 |
| 33 | QCOM | Qualcomm Inc | -0.1% | -3.51% | 減碼 |
| 34 | ADBE | Adobe Inc | -0.1% | -1.22% | 減碼 |
| 35 | ABNB | Airbnb Inc-class A | -0.1% | +0.63% | 加碼 |
| 36 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清倉 |
| 37 | PFE | Pfizer Inc | -0.2% | EXIT | 清倉 |
| 38 | MCHP | Microchip Technology Inc | -0.2% | -5.17% | 減碼 |
| 39 | AMZN | Amazon.com Inc | -0.2% | -0.55% | 減碼 |
| 40 | ATKR | Atkore Inc | -0.2% | +3.67% | 加碼 |
| 41 | CEG | Constellation Energy | -0.2% | -39.49% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.3% | +0.91% | 加碼 |
| 43 | KLAC | Kla CORP | -0.3% | -16.16% | 減碼 |
| 44 | ARWR | Arrowhead Pharmaceuticals In | -0.5% | EXIT | 清倉 |
| 45 | NVDA | Nvidia CORP | -0.5% | -4.95% | 減碼 |
| 46 | DOX | Amdocs Limited | -0.6% | EXIT | 清倉 |
| 47 | LW | Lamb Weston Holdings Inc | -0.7% | -98.08% | 減碼 |
| 48 | KHC | Kraft Heinz Co/the | -0.7% | -95.90% | 減碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.8% | -3.38% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，E. Ohman J:or Asset Management AB 在 Q3 2024 季度的美股持倉總市值約為 US$43.0億，共申報了 408 個公開持股部位。
在 Q3 2024 季度，E. Ohman J:or Asset Management AB 按市值排列的前三大核心持股分別為：MSFT (9.2%)、AAPL (6.5%)、NVDA (6.4%)。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
BRBR
市值: US$3075.3萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$4145.5萬
在 Q3 2024 季度中，E. Ohman J:or Asset Management AB 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 22 個部位、減碼 17 個部位以及清倉 7 個部位。 其中最大新建倉標的為 BRBR。 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。