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
65 檔
21.6%
在 Q4 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 65 檔。
數據顯示 Edmp, Inc. 於 Q4 2024 季度持續回收資金，對 29 個既有部位進行裁減並清倉 16 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AVGO, MO, ABBV）累計市值佔比達 21.6%，是驅動 Edmp, Inc. 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
SMCI
市值: US$126.3萬
本季最大獲利了結 / 清倉標的
IBM
前期市值: US$340.0萬
| # | 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 | 7.71% | +1.57% | -3.15% | |
| 2 | MO | Altria Group Inc | 股票-非循環性消費 | 4.62% | +0.38% | +0.44% | |
| 3 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.42% | +0.65% | -0.31% | |
| 4 | AFL | Aflac Inc | 股票-金融 | 4.38% | +0.22% | -3.88% | |
| 5 | OHI | Omega Healthcare Investors | 股票-房地產 | 4.33% | +0.33% | -5.59% | |
| 6 | AMP | Ameriprise Financial Inc | 股票-金融 | 4.25% | +0.03% | -1.59% | |
| 7 | AMGN | Amgen Inc | 股票-醫療保健 | 4.06% | +0.11% | -2.21% | |
| 8 | UGI | Ugi CORP | 股票-公用事業 | 3.65% | -0.14% | +2.15% | |
| 9 | TFC | Truist Financial CORP | 股票-金融 | 2.93% | +0.18% | -0.22% | |
| 10 | SWKS | Skyworks Solutions Inc | 股票-科技 | 2.90% | — | -3.60% | |
| 11 | T | At&t Inc | 股票-通訊服務 | 2.50% | -0.67% | +0.74% | |
| 12 | COR | Cencora Inc | 股票-醫療保健 | 2.27% | -0.25% | -1.38% | |
| 13 | ELV | Elevance Health Inc | 股票-醫療保健 | 2.27% | +0.38% | +1.74% | |
| 14 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.23% | -0.10% | +0.41% | |
| 15 | EPD | Enterprise Products Partners | 股票-能源 | 2.20% | -0.05% | — | |
| 16 | CVX | Chevron CORP | 股票-能源 | 2.08% | -0.49% | -2.11% | |
| 17 | O | Realty Income CORP | 股票-房地產 | 1.99% | +0.04% | +45.45% | |
| 18 | CMI | Cummins Inc | 股票-工業 | 1.89% | -1.47% | -1.58% | |
| 19 | WHR | Whirlpool CORP | 股票-循環性消費 | 1.79% | — | +3.82% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.76% | +0.08% | -0.83% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.75% | — | -2.87% | |
| 22 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.74% | -0.33% | +1.05% | |
| 23 | CI | THE Cigna Group | 股票-醫療保健 | 1.66% | +0.05% | -0.35% | |
| 24 | OGE | Oge Energy CORP | 股票-公用事業 | 1.64% | +0.02% | -1.64% | |
| 25 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.55% | +0.01% | -4.11% | |
| 26 | NFG | National Fuel Gas Co | 股票-能源 | 1.52% | -0.47% | +2.65% | |
| 27 | MMM | 3m Co | 股票-工業 | 1.51% | +0.14% | -22.96% | |
| 28 | AIZ | Assurant Inc | 股票-金融 | 1.45% | +0.14% | -2.29% | |
| 29 | BWA | Borgwarner Inc | 股票-循環性消費 | 1.43% | +0.19% | +1.10% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | -1.34% | EXIT | |
| 31 | FDX | Fedex CORP | 股票-工業 | 1.33% | -0.23% | +1.64% | |
| 32 | RY | Royal Bank Of Canada | 股票-金融 | 1.30% | +0.35% | — | |
| 33 | EBAY | Ebay Inc | 股票-循環性消費 | 1.28% | +0.10% | -2.07% | |
| 34 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.24% | — | -2.22% | |
| 35 | SMCI | Super Micro Computer Inc | 股票-科技 | 1.20% | +0.30% | — | |
| 36 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 1.12% | +0.12% | +1.37% | |
| 37 | DOX | Amdocs Limited | 股票-科技 | 1.04% | +0.65% | +7.87% | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.95% | — | -3.60% | |
| 39 | GPN | Global Payments Inc | 股票-工業 | 0.93% | -0.14% | +4.73% | |
| 40 | MGA | Magna International Inc | 股票-循環性消費 | 0.80% | -0.07% | -5.22% | |
| 41 | MPT | Medical Properties Trust Inc | 股票-房地產 | 0.80% | -0.05% | -10.65% | |
| 42 | EMN | Eastman Chemical Co | 股票-原物料 | 0.73% | -0.29% | +7.17% | |
| 43 | OMC | Omnicom Group | 股票-通訊服務 | 0.66% | -0.06% | +20.17% | |
| 44 | PM | Philip Morris International | 股票-非循環性消費 | 0.56% | — | — | |
| 45 | JBL | Jabil Inc | 股票-科技 | 0.54% | -0.19% | EXIT | |
| 46 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.52% | -0.07% | -0.33% | |
| 47 | TKR | Timken Co | 股票-工業 | 0.38% | — | -3.88% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | +0.04% | +27.62% | |
| 49 | GIS | General Mills Inc | 股票-非循環性消費 | 0.37% | +0.22% | NEW | |
| 50 | NTAP | Netapp Inc | 股票-科技 | 0.36% | -0.85% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.6% | -3.15% | 減碼 |
| 2 | SMCI | Super Micro Computer Inc | +1.2% | NEW | 新建倉 |
| 3 | AMP | Ameriprise Financial Inc | +1% | -1.59% | 減碼 |
| 4 | UGI | Ugi CORP | +0.9% | +2.15% | 加碼 |
| 5 | MO | Altria Group Inc | +0.7% | +0.44% | 加碼 |
| 6 | O | Realty Income CORP | +0.6% | +45.45% | 加碼 |
| 7 | BMY | Bristol-myers Squibb Co | +0.5% | +0.41% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.5% | -0.83% | 減碼 |
| 9 | EPD | Enterprise Products Partners | +0.4% | — | 不變 |
| 10 | T | At&t Inc | +0.4% | +0.74% | 加碼 |
| 11 | TFC | Truist Financial CORP | +0.4% | -0.22% | 減碼 |
| 12 | WHR | Whirlpool CORP | +0.4% | +3.82% | 加碼 |
| 13 | CMI | Cummins Inc | +0.4% | -1.58% | 減碼 |
| 14 | COR | Cencora Inc | +0.3% | -1.38% | 減碼 |
| 15 | CSCO | Cisco Systems Inc | +0.3% | -4.80% | 減碼 |
| 16 | AIZ | Assurant Inc | +0.3% | -2.29% | 減碼 |
| 17 | NFG | National Fuel Gas Co | +0.2% | +2.65% | 加碼 |
| 18 | GPN | Global Payments Inc | +0.2% | +4.73% | 加碼 |
| 19 | FDX | Fedex CORP | +0.2% | +1.64% | 加碼 |
| 20 | CAH | Cardinal Health Inc | +0.2% | -2.22% | 減碼 |
| 21 | BTI | British American Tob-sp Adr | +0.2% | NEW | 新建倉 |
| 22 | CVX | Chevron CORP | +0.2% | -2.11% | 減碼 |
| 23 | OGE | Oge Energy CORP | +0.2% | -1.64% | 減碼 |
| 24 | META | Meta Platforms Inc-class A | +0.2% | NEW | 新建倉 |
| 25 | DOX | Amdocs Limited | +0.2% | +7.87% | 加碼 |
| 26 | JBL | Jabil Inc | +0.2% | +9.61% | 加碼 |
| 27 | ABBV | Abbvie Inc | +0.2% | -0.31% | 減碼 |
| 28 | JPM | Jpmorgan Chase & Co | +0.2% | +27.62% | 加碼 |
| 29 | CTSH | Cognizant Tech Solutions-a | +0.1% | -4.11% | 減碼 |
| 30 | RY | Royal Bank Of Canada | +0.1% | — | 不變 |
| 31 | AFL | Aflac Inc | +0.1% | -3.88% | 減碼 |
| 32 | EBAY | Ebay Inc | +0.1% | -2.07% | 減碼 |
| 33 | WSM | Williams-sonoma Inc | +0.1% | — | 不變 |
| 34 | TGT | Target CORP | +0.1% | +41.19% | 加碼 |
| 35 | MGA | Magna International Inc | +0.1% | -5.22% | 減碼 |
| 36 | OMC | Omnicom Group | +0.1% | +20.17% | 加碼 |
| 37 | OHI | Omega Healthcare Investors | +0.1% | -5.59% | 減碼 |
| 38 | SJM | Jm Smucker Co/the | +0.1% | +1.37% | 加碼 |
| 39 | PFE | Pfizer Inc | +0.1% | +19.96% | 加碼 |
| 40 | PM | Philip Morris International | +0.1% | — | 不變 |
| 41 | VZ | Verizon Communications Inc | +0.1% | +1.05% | 加碼 |
| 42 | ENB | Enbridge Inc | +0.1% | — | 不變 |
| 43 | BWA | Borgwarner Inc | 0% | +1.10% | 加碼 |
| 44 | CAG | Conagra Brands Inc | 0% | +22.70% | 加碼 |
| 45 | TRV | Travelers Cos Inc/the | 0% | — | 不變 |
| 46 | RJF | Raymond James Financial Inc | 0% | -20.25% | 減碼 |
| 47 | BERYEUR | Berry Global Group Inc | 0% | — | 不變 |
| 48 | EMN | Eastman Chemical Co | 0% | +7.17% | 加碼 |
| 49 | SWKS | Skyworks Solutions Inc | — | -3.60% | 減碼 |
| 50 | JNJ | Johnson & Johnson | — | -2.87% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Edmp, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$1.2億，共申報了 65 個公開持股部位。
在 Q4 2024 季度，Edmp, Inc. 按市值排列的前三大核心持股分別為：AVGO (7.7%)、MO (4.6%)、ABBV (4.4%)。其中最大持股部位 AVGO 佔據整體投資組合約 7.7% 的權重。
在 Q4 2024 季度中，Edmp, Inc. 共進行了 69 項持倉異動，包含新建倉 3 個部位、加碼 21 個部位、減碼 29 個部位以及清倉 16 個部位。 其中最大新建倉標的為 SMCI。 本季清倉部位包含 IBM。
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。
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。
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。