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: 0001016021
申報總市值
US$1.2億
US$1.2億
79 檔
19.9%
在 Q2 2024 的 13F 官方備案中，Edmp, Inc. 管理的美股投資組合規模來到 US$1.2億，整體持股檔數為 79 檔。
從 Q2 2024 申報觀察，Edmp, Inc. 採取防禦導向的調倉策略，本季減碼 25 檔個股並出清 2 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Edmp, Inc. 的前 5 大核心持股（包含 AVGO, AMGN, ABBV 等）合計佔整體申報市值的 19.9%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 5.27% | +1.57% | -53.95% | |
| 2 | AMGN | Amgen Inc | 股票-醫療保健 | 4.86% | +0.11% | -1.17% | |
| 3 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.45% | +0.65% | -0.78% | |
| 4 | OHI | Omega Healthcare Investors | 股票-房地產 | 4.02% | +0.33% | -1.25% | |
| 5 | MO | Altria Group Inc | 股票-非循環性消費 | 3.81% | +0.38% | -0.27% | |
| 6 | AFL | Aflac Inc | 股票-金融 | 3.77% | +0.22% | -1.43% | |
| 7 | SWKS | Skyworks Solutions Inc | 股票-科技 | 3.54% | — | — | |
| 8 | AMP | Ameriprise Financial Inc | 股票-金融 | 3.45% | +0.03% | -0.39% | |
| 9 | ELV | Elevance Health Inc | 股票-醫療保健 | 3.17% | +0.38% | -0.09% | |
| 10 | UGI | Ugi CORP | 股票-公用事業 | 2.67% | -0.14% | -5.82% | |
| 11 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.57% | — | -0.62% | |
| 12 | TFC | Truist Financial CORP | 股票-金融 | 2.54% | +0.18% | -0.37% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 2.44% | — | -4.31% | |
| 14 | COR | Cencora Inc | 股票-醫療保健 | 2.24% | -0.25% | -7.83% | |
| 15 | GD | General Dynamics CORP | 股票-工業 | 2.22% | — | -7.77% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 2.16% | -0.49% | -0.71% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.03% | +0.08% | -0.01% | |
| 18 | CI | THE Cigna Group | 股票-醫療保健 | 1.96% | +0.05% | — | |
| 19 | EPD | Enterprise Products Partners | 股票-能源 | 1.92% | -0.05% | -2.01% | |
| 20 | T | At&t Inc | 股票-通訊服務 | 1.81% | -0.67% | -0.59% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.73% | — | -1.38% | |
| 22 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.60% | -0.33% | -0.71% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.55% | -0.10% | -4.95% | |
| 24 | MMM | 3m Co | 股票-工業 | 1.51% | +0.14% | — | |
| 25 | FDX | Fedex CORP | 股票-工業 | 1.43% | -0.23% | +0.38% | |
| 26 | CMI | Cummins Inc | 股票-工業 | 1.42% | -1.47% | — | |
| 27 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.40% | — | — | |
| 28 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.38% | +0.01% | +17.12% | |
| 29 | OGE | Oge Energy CORP | 股票-公用事業 | 1.38% | +0.02% | — | |
| 30 | MPT | Medical Properties Trust Inc | 股票-房地產 | 1.13% | -0.05% | -15.21% | |
| 31 | EBAY | Ebay Inc | 股票-循環性消費 | 1.13% | +0.10% | +0.46% | |
| 32 | RY | Royal Bank Of Canada | 股票-金融 | 1.12% | +0.35% | — | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 1.06% | -1.34% | EXIT | |
| 34 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.05% | — | — | |
| 35 | RTX | Rtx CORP | 股票-工業 | 1.02% | — | -6.26% | |
| 36 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 1.02% | +0.12% | -1.43% | |
| 37 | WHR | Whirlpool CORP | 股票-循環性消費 | 0.98% | — | — | |
| 38 | AIZ | Assurant Inc | 股票-金融 | 0.93% | +0.14% | +1.23% | |
| 39 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.92% | +0.19% | — | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.92% | — | -0.11% | |
| 41 | O | Realty Income CORP | 股票-房地產 | 0.91% | +0.04% | +0.96% | |
| 42 | GPN | Global Payments Inc | 股票-工業 | 0.74% | -0.14% | +0.18% | |
| 43 | MGA | Magna International Inc | 股票-循環性消費 | 0.73% | -0.07% | +38.36% | |
| 44 | EMN | Eastman Chemical Co | 股票-原物料 | 0.70% | -0.29% | -1.23% | |
| 45 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.70% | — | -4.32% | |
| 46 | URI | United Rentals Inc | 股票-工業 | 0.69% | — | +0.51% | |
| 47 | WOO | Foot Locker Inc | 股票-其他 | 0.62% | — | — | |
| 48 | OMC | Omnicom Group | 股票-通訊服務 | 0.57% | -0.06% | -1.33% | |
| 49 | NTAP | Netapp Inc | 股票-科技 | 0.55% | -0.85% | EXIT | |
| 50 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.46% | -0.07% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MMM | 3m Co | +1.5% | NEW | 新建倉 |
| 2 | AMGN | Amgen Inc | +0.7% | -1.17% | 減碼 |
| 3 | OHI | Omega Healthcare Investors | +0.6% | -1.25% | 減碼 |
| 4 | MO | Altria Group Inc | +0.4% | -0.27% | 減碼 |
| 5 | ELV | Elevance Health Inc | +0.4% | -0.09% | 減碼 |
| 6 | AFL | Aflac Inc | +0.4% | -1.43% | 減碼 |
| 7 | AMZN | Amazon.com Inc | +0.3% | -0.01% | 減碼 |
| 8 | AZNN | Astrazeneca Plc-spons Adr | +0.3% | — | 不變 |
| 9 | T | At&t Inc | +0.3% | -0.59% | 減碼 |
| 10 | CNC | Centene CORP | +0.2% | NEW | 新建倉 |
| 11 | MDT | Medtronic plc | +0.2% | NEW | 新建倉 |
| 12 | SWKS | Skyworks Solutions Inc | +0.2% | — | 不變 |
| 13 | BERYEUR | Berry Global Group Inc | +0.2% | NEW | 新建倉 |
| 14 | CTSH | Cognizant Tech Solutions-a | +0.2% | +17.12% | 加碼 |
| 15 | SOLV | Solventum CORP | +0.2% | NEW | 新建倉 |
| 16 | AMP | Ameriprise Financial Inc | +0.2% | -0.39% | 減碼 |
| 17 | OGE | Oge Energy CORP | +0.2% | — | 不變 |
| 18 | FDX | Fedex CORP | +0.2% | +0.38% | 加碼 |
| 19 | NTAP | Netapp Inc | +0.1% | — | 不變 |
| 20 | RY | Royal Bank Of Canada | +0.1% | — | 不變 |
| 21 | GD | General Dynamics CORP | +0.1% | -7.77% | 減碼 |
| 22 | ABBV | Abbvie Inc | +0.1% | -0.78% | 減碼 |
| 23 | CMI | Cummins Inc | 0% | — | 不變 |
| 24 | CSCO | Cisco Systems Inc | 0% | -1.10% | 減碼 |
| 25 | BWA | Borgwarner Inc | 0% | — | 不變 |
| 26 | URI | United Rentals Inc | 0% | +0.51% | 加碼 |
| 27 | CI | THE Cigna Group | 0% | — | 不變 |
| 28 | JNJ | Johnson & Johnson | 0% | -1.38% | 減碼 |
| 29 | AIZ | Assurant Inc | 0% | +1.23% | 加碼 |
| 30 | CMCSA | Comcast Corp-class A | 0% | -0.11% | 減碼 |
| 31 | LEA | Lear CORP | 0% | — | 不變 |
| 32 | WOO | Foot Locker Inc | 0% | — | 不變 |
| 33 | JBL | Jabil Inc | 0% | +1.26% | 加碼 |
| 34 | CAH | Cardinal Health Inc | -0.1% | — | 不變 |
| 35 | SJM | Jm Smucker Co/the | -0.1% | -1.43% | 減碼 |
| 36 | WHR | Whirlpool CORP | -0.1% | — | 不變 |
| 37 | WBA | Walgreens Boots Alliance Inc | -0.1% | -2.77% | 減碼 |
| 38 | KVUE | Kenvue Inc | -0.1% | -4.32% | 減碼 |
| 39 | WSM | Williams-sonoma Inc | -0.1% | -26.12% | 減碼 |
| 40 | UGI | Ugi CORP | -0.1% | -5.82% | 減碼 |
| 41 | IBM | Intl Business Machines CORP | -0.2% | -4.31% | 減碼 |
| 42 | COR | Cencora Inc | -0.2% | -7.83% | 減碼 |
| 43 | TRV | Travelers Cos Inc/the | -0.2% | EXIT | 清倉 |
| 44 | GPN | Global Payments Inc | -0.2% | +0.18% | 加碼 |
| 45 | MPT | Medical Properties Trust Inc | -0.2% | -15.21% | 減碼 |
| 46 | CAT | Caterpillar Inc | -0.3% | -50.61% | 減碼 |
| 47 | BMY | Bristol-myers Squibb Co | -0.4% | -4.95% | 減碼 |
| 48 | CVS | Cvs Health CORP | -0.6% | -0.62% | 減碼 |
| 49 | ✓ | -1.8% | EXIT | 清倉 | |
| 50 | AVGO | Broadcom Inc | -3.4% | -53.95% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Edmp, Inc. 在 Q2 2024 季度的美股持倉總市值約為 US$1.2億，共申報了 79 個公開持股部位。
在 Q2 2024 季度，Edmp, Inc. 按市值排列的前三大核心持股分別為：AVGO (5.3%)、AMGN (4.9%)、ABBV (4.5%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.3% 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
MMM
市值: US$166.6萬
本季最大獲利了結 / 清倉標的
前期市值: US$211.1萬
在 Q2 2024 季度中，Edmp, Inc. 共進行了 38 項持倉異動，包含新建倉 5 個部位、加碼 6 個部位、減碼 25 個部位以及清倉 2 個部位。 其中最大新建倉標的為 MMM。 本季清倉部位包含 。
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。