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: 0001971875
申報總市值
US$2.5億
US$2.5億
196 檔
21.0%
根據最新整理的 13F 季度數據集，Empire Financial Management Company, LLC 於 Q4 2024 結束時的管理資產規模為 US$2.5億。該機構在本季度申報了 196 檔美股持倉，呈現出該時期的主要投資地圖。
Q4 2024 的申報記錄反映 Empire Financial Management Company, LLC 的板塊替換策略：機構本季推動了 88 筆增持與 72 筆減持，籌碼呈現明顯的結構重組。
整體而言，Empire Financial Management Company, LLC 的前 5 大持股（包含 DSTL, MSFT, AAPL）貢獻了組合市值的 21.0%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | DSTL | Distillate US Fundamental St | ETF-其他 | 4.26% | +2.78% | -0.09% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.59% | -0.85% | -1.94% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.52% | -1.55% | +5.69% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.92% | +0.87% | +0.49% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.27% | -2.48% | -1.08% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.19% | -2.14% | +10.96% | |
| 7 | IBM | Intl Business Machines CORP | 股票-科技 | 1.88% | -0.07% | -9.13% | |
| 8 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 1.68% | +1.16% | +3.20% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.56% | +1.06% | +137.57% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.48% | +1.03% | +1.25% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 1.41% | +0.99% | +3.37% | |
| 12 | AXP | American Express Co | 股票-金融 | 1.39% | -0.79% | -3.20% | |
| 13 | GCOW | Pacer Global Cash Cows Divid | ETF-其他 | 1.39% | +0.76% | +9.73% | |
| 14 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.39% | -0.57% | EXIT | |
| 15 | FDIV | Marketdsk Focused US Dvd ETF | ETF-其他 | 1.35% | +1.19% | +6.74% | |
| 16 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-其他 | 1.30% | +1.16% | +2.09% | |
| 17 | RTX | Rtx CORP | 股票-工業 | 1.29% | -0.24% | +3.25% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.28% | +0.37% | +8.92% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | +0.82% | +2.99% | |
| 20 | CEG | Constellation Energy | 股票-公用事業 | 1.21% | -1.08% | EXIT | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 1.19% | -0.60% | EXIT | |
| 22 | JHSC | John Hancock Multi Small Cap | ETF-中小型股 | 1.13% | +0.78% | +0.95% | |
| 23 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.13% | +0.79% | -6.91% | |
| 24 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.09% | +0.67% | +4.48% | |
| 25 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 1.09% | -0.76% | EXIT | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.05% | — | -1.93% | |
| 27 | HGER | Harbor Commodity All Weather | ETF-避險與商品 | 1.04% | +0.71% | +6.22% | |
| 28 | DSTX | Distillate International Fun | ETF-其他 | 1.01% | +0.77% | -4.09% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.97% | — | +2.30% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事業 | 0.90% | +0.49% | +2.51% | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.87% | +1.20% | +6.58% | |
| 32 | HON | Honeywell International Inc | 股票-工業 | 0.84% | -2.42% | EXIT | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.81% | -0.61% | +18.03% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | -1.41% | EXIT | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.80% | +0.14% | +237.95% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.78% | -0.45% | EXIT | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | +0.69% | -2.91% | |
| 38 | AMGN | Amgen Inc | 股票-醫療保健 | 0.76% | +0.67% | +4.47% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.75% | +0.76% | -1.58% | |
| 40 | TXN | Texas Instruments Inc | 股票-科技 | 0.75% | — | +3.82% | |
| 41 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.74% | -1.09% | EXIT | |
| 42 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.72% | +0.35% | -9.25% | |
| 43 | MDT | Medtronic plc | 股票-醫療保健 | 0.70% | -0.04% | +3.45% | |
| 44 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.69% | -0.68% | EXIT | |
| 45 | CG | Carlyle Group Inc/the | 股票-金融 | 0.69% | — | +128.95% | |
| 46 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.68% | -0.10% | +45.91% | |
| 47 | EXC | Exelon CORP | 股票-公用事業 | 0.67% | -0.63% | EXIT | |
| 48 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.66% | +0.08% | NEW | |
| 49 | NSC | Norfolk Southern CORP | 股票-工業 | 0.64% | +0.58% | +2.46% | |
| 50 | PAYX | Paychex Inc | 股票-科技 | 0.63% | +0.32% | +2.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | +0.8% | +137.57% | 加碼 |
| 2 | CB | Chubb Limited | +0.6% | +237.95% | 加碼 |
| 3 | ZG | Zillow Group Inc - A | +0.6% | NEW | 新建倉 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +10.96% | 加碼 |
| 5 | AAPL | Apple Inc | +0.5% | +5.69% | 加碼 |
| 6 | UPS | United Parcel Service-cl B | +0.4% | NEW | 新建倉 |
| 7 | CG | Carlyle Group Inc/the | +0.4% | +128.95% | 加碼 |
| 8 | AOS | Smith (a.o.) CORP | +0.4% | NEW | 新建倉 |
| 9 | AVGO | Broadcom Inc | +0.4% | +1.25% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.4% | +0.49% | 加碼 |
| 11 | KMB | Kimberly-clark CORP | +0.4% | +253.17% | 加碼 |
| 12 | UBER | Uber Technologies Inc | +0.4% | NEW | 新建倉 |
| 13 | UL | Unilever PLC | +0.4% | +456.75% | 加碼 |
| 14 | NOC | Northrop Grumman CORP | +0.4% | NEW | 新建倉 |
| 15 | BF-B | Brown-forman Corp-class B | +0.3% | NEW | 新建倉 |
| 16 | APD | Air Products & Chemicals Inc | +0.3% | NEW | 新建倉 |
| 17 | SNOW | Snowflake Inc | +0.2% | NEW | 新建倉 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.99% | 加碼 |
| 19 | NU | Nu Holdings Ltd. | +0.2% | NEW | 新建倉 |
| 20 | CDXS | Codexis Inc | +0.2% | +21.10% | 加碼 |
| 21 | CL | Colgate-palmolive Co | +0.2% | +45.91% | 加碼 |
| 22 | KMI | Kinder Morgan, Inc. | +0.1% | -2.43% | 減碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +5.22% | 加碼 |
| 24 | DPZ | Domino's Pizza Inc | +0.1% | +38.02% | 加碼 |
| 25 | BA | Boeing Co/the | +0.1% | +35.14% | 加碼 |
| 26 | QCOM | Qualcomm Inc | +0.1% | +32.03% | 加碼 |
| 27 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建倉 |
| 28 | VNDA | Vanda Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 29 | ET | Energy Transfer LP | +0.1% | +4.96% | 加碼 |
| 30 | HON | Honeywell International Inc | +0.1% | +1.32% | 加碼 |
| 31 | V | Visa Inc-class A Shares | +0.1% | — | 不變 |
| 32 | AXP | American Express Co | +0.1% | -3.20% | 減碼 |
| 33 | COST | Costco Wholesale CORP | +0.1% | +46.30% | 加碼 |
| 34 | EMR | Emerson Electric Co | +0.1% | +1.76% | 加碼 |
| 35 | PG | Procter & Gamble Co/the | +0.1% | +8.92% | 加碼 |
| 36 | ADP | Automatic Data Processing | +0.1% | — | 不變 |
| 37 | EW | Edwards Lifesciences CORP | +0.1% | NEW | 新建倉 |
| 38 | NVDA | Nvidia CORP | +0.1% | -1.58% | 減碼 |
| 39 | BAC | Bank Of America CORP | +0.1% | -2.56% | 減碼 |
| 40 | ASML | ASML Holding N.V. | +0.1% | +39.74% | 加碼 |
| 41 | SO | Southern Co/the | +0.1% | +24.63% | 加碼 |
| 42 | AZO | Autozone Inc | +0.1% | +10.89% | 加碼 |
| 43 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.1% | +2.09% | 加碼 |
| 44 | HGER | Harbor Commodity All Weather | +0.1% | +6.22% | 加碼 |
| 45 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.1% | +4.65% | 加碼 |
| 46 | PAYX | Paychex Inc | +0.1% | +2.87% | 加碼 |
| 47 | MS | Morgan Stanley | +0.1% | -0.50% | 減碼 |
| 48 | JNJ | Johnson & Johnson | +0.1% | +18.03% | 加碼 |
| 49 | PANW | Palo Alto Networks Inc | +0.1% | +103.10% | 加碼 |
| 50 | PHYS | Sprott Physical Gold Trust | +0.1% | +4.48% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Empire Financial Management Company, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.5億，共申報了 196 個公開持股部位。
在 Q4 2024 季度，Empire Financial Management Company, LLC 按市值排列的前三大核心持股分別為：DSTL (4.3%)、MSFT (3.6%)、AAPL (3.5%)。其中最大持股部位 DSTL 佔據整體投資組合約 4.3% 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
ZG
市值: US$177.1萬
本季最大獲利了結 / 清倉標的
IVOL
前期市值: US$200.5萬
在 Q4 2024 季度中，Empire Financial Management Company, LLC 共進行了 160 項持倉異動，包含新建倉 12 個部位、加碼 76 個部位、減碼 53 個部位以及清倉 19 個部位。 其中最大新建倉標的為 ZG。 本季清倉部位包含 IVOL。
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。