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: 0001640951
申報總市值
US$17.9億
US$17.9億
96 檔
19.4%
截至 Q3 2024 季度末，Empire Life Investments Inc. 的美股持倉估值約為 US$17.9億，全數申報部位共有 96 檔。
Empire Life Investments Inc. 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 33 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Empire Life Investments Inc. 的前 5 大持股（包含 MSFT, VOO, AMZN）貢獻了組合市值的 19.4%，形成該機構在 Q3 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 | MSFT | Microsoft CORP | 股票-科技 | 7.08% | -0.48% | -0.49% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.51% | +0.16% | +0.79% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.51% | -0.15% | +3.59% | |
| 4 | ELV | Elevance Health Inc | 股票-醫療保健 | 3.07% | +0.19% | -1.19% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 3.05% | -0.13% | -4.26% | |
| 6 | NEM | Newmont CORP | 股票-原物料 | 2.83% | -0.41% | -1.25% | |
| 7 | PNC | Pnc Financial Services Group | 股票-金融 | 2.76% | +0.11% | -16.36% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.74% | +0.33% | -1.20% | |
| 9 | ROST | Ross Stores Inc | 股票-循環性消費 | 2.54% | -0.34% | -1.21% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.32% | -0.26% | -8.68% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.20% | — | -13.25% | |
| 12 | NOC | Northrop Grumman CORP | 股票-工業 | 2.18% | -0.14% | -1.17% | |
| 13 | TYL | Tyler Technologies Inc | 股票-科技 | 2.12% | -0.22% | -0.89% | |
| 14 | FISV | Fiserv Inc | 股票-其他 | 2.08% | — | -20.14% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.06% | -0.20% | +0.17% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 2.06% | -0.11% | -30.81% | |
| 17 | EOG | Eog Resources Inc | 股票-能源 | 1.77% | -0.30% | -7.14% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.65% | +0.12% | -0.58% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.64% | +0.03% | -10.05% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.60% | — | -1.21% | |
| 21 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.56% | — | -1.20% | |
| 22 | MSI | Motorola Solutions Inc | 股票-科技 | 1.54% | -0.11% | -1.03% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 1.49% | -0.03% | +16.34% | |
| 24 | VST | Vistra CORP | 股票-公用事業 | 1.40% | -0.16% | — | |
| 25 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.39% | — | -1.22% | |
| 26 | AME | Ametek Inc | 股票-工業 | 1.39% | -0.04% | -1.24% | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 1.38% | +1.15% | — | |
| 28 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.36% | -0.14% | -1.12% | |
| 29 | MO | Altria Group Inc | 股票-非循環性消費 | 1.35% | -0.02% | -23.01% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.31% | -0.23% | -1.26% | |
| 31 | TDW | Tidewater Inc | 股票-能源 | 1.29% | -0.62% | +29.26% | |
| 32 | WSC | Willscot Holdings CORP | 股票-工業 | 1.26% | +0.65% | NEW | |
| 33 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.21% | — | +32.88% | |
| 34 | FIS | Fidelity National Info Serv | 股票-科技 | 1.21% | — | -1.22% | |
| 35 | T | At&t Inc | 股票-通訊服務 | 1.20% | -0.31% | -1.25% | |
| 36 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.13% | — | -21.99% | |
| 37 | CME | Cme Group Inc | 股票-金融 | 1.08% | -0.49% | -1.25% | |
| 38 | DHR | Danaher CORP | 股票-醫療保健 | 1.06% | — | -1.19% | |
| 39 | AEE | Ameren Corporation | 股票-公用事業 | 1.04% | -0.10% | -45.73% | |
| 40 | EXK | Exact Sciences CORP | 股票-原物料 | 1.03% | — | -0.95% | |
| 41 | URTH | Ishares Msci World ETF | ETF-其他 | 1.02% | -0.05% | -12.54% | |
| 42 | ROP | Roper Technologies Inc | 股票-科技 | 0.97% | -0.15% | -1.10% | |
| 43 | RRX | Regal Rexnord CORP | 股票-工業 | 0.96% | +0.01% | -1.06% | |
| 44 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.91% | — | -1.28% | |
| 45 | AZO | Autozone Inc | 股票-循環性消費 | 0.89% | -0.34% | +36.13% | |
| 46 | BTU | Peabody Energy CORP | 股票-能源 | 0.88% | -0.34% | -19.06% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.87% | +0.14% | +0.14% | |
| 48 | VNT | Vontier CORP | 股票-科技 | 0.84% | — | -1.03% | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.82% | +0.43% | -47.57% | |
| 50 | BSY | Bentley Systems Inc-class B | 股票-科技 | 0.78% | — | -1.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VST | Vistra CORP | +1.4% | NEW | 新建倉 |
| 2 | LRCX | Lam Research CORP | +1.4% | NEW | 新建倉 |
| 3 | MU | Micron Technology Inc | +0.7% | NEW | 新建倉 |
| 4 | NEM | Newmont CORP | +0.5% | -1.25% | 減碼 |
| 5 | WSC | Willscot Holdings CORP | +0.4% | +50.82% | 加碼 |
| 6 | PVAL | Putnam Focused Lrg Cap Value | +0.4% | NEW | 新建倉 |
| 7 | EXK | Exact Sciences CORP | +0.4% | -0.95% | 減碼 |
| 8 | DXCM | Dexcom Inc | +0.3% | NEW | 新建倉 |
| 9 | REGN | Regeneron Pharmaceuticals | +0.3% | NEW | 新建倉 |
| 10 | NOC | Northrop Grumman CORP | +0.3% | -1.17% | 減碼 |
| 11 | AAPL | Apple Inc | +0.3% | +16.34% | 加碼 |
| 12 | QCOM | Qualcomm Inc | +0.3% | NEW | 新建倉 |
| 13 | STZ | Constellation Brands Inc-a | +0.3% | +32.88% | 加碼 |
| 14 | AZO | Autozone Inc | +0.3% | +36.13% | 加碼 |
| 15 | TYL | Tyler Technologies Inc | +0.2% | -0.89% | 減碼 |
| 16 | ARCT | Arcturus Therapeutics Holdin | +0.2% | NEW | 新建倉 |
| 17 | WEC | Wec Energy Group Inc | +0.2% | -1.12% | 減碼 |
| 18 | HUBS | Hubspot Inc | +0.2% | +95.38% | 加碼 |
| 19 | MSI | Motorola Solutions Inc | +0.2% | -1.03% | 減碼 |
| 20 | RRX | Regal Rexnord CORP | +0.2% | -1.06% | 減碼 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +0.17% | 加碼 |
| 22 | LEGN | Legend Biotech Corp-adr | +0.1% | +75.23% | 加碼 |
| 23 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.79% | 加碼 |
| 24 | T | At&t Inc | +0.1% | -1.25% | 減碼 |
| 25 | ZTS | Zoetis Inc | +0.1% | -1.22% | 減碼 |
| 26 | FIS | Fidelity National Info Serv | +0.1% | -1.22% | 減碼 |
| 27 | CME | Cme Group Inc | +0.1% | -1.25% | 減碼 |
| 28 | CTAS | Cintas CORP | +0.1% | +293.14% | 加碼 |
| 29 | DHR | Danaher CORP | +0.1% | -1.19% | 減碼 |
| 30 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -0.58% | 減碼 |
| 31 | GNTX | Gentex CORP | -0.1% | -1.15% | 減碼 |
| 32 | PM | Philip Morris International | -0.1% | -29.81% | 減碼 |
| 33 | VLO | Valero Energy CORP | -0.1% | -1.25% | 減碼 |
| 34 | ACAD | Acadia Pharmaceuticals Inc | -0.2% | EXIT | 清倉 |
| 35 | VNT | Vontier CORP | -0.2% | -1.03% | 減碼 |
| 36 | CVX | Chevron CORP | -0.2% | -1.21% | 減碼 |
| 37 | HBAN | Huntington Bancshares Inc | -0.2% | EXIT | 清倉 |
| 38 | BAC | Bank Of America CORP | -0.3% | -10.05% | 減碼 |
| 39 | EOG | Eog Resources Inc | -0.3% | -7.14% | 減碼 |
| 40 | MO | Altria Group Inc | -0.3% | -23.01% | 減碼 |
| 41 | ELV | Elevance Health Inc | -0.3% | -1.19% | 減碼 |
| 42 | PEP | Pepsico Inc | -0.3% | -21.99% | 減碼 |
| 43 | GOOG | Alphabet Inc-cl C | -0.4% | -1.20% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.6% | -0.49% | 減碼 |
| 45 | AEE | Ameren Corporation | -0.6% | -45.73% | 減碼 |
| 46 | MRK | Merck & Co. Inc. | -0.7% | -13.25% | 減碼 |
| 47 | MA | Mastercard Inc - A | -0.7% | -30.81% | 減碼 |
| 48 | TXN | Texas Instruments Inc | -0.7% | -47.57% | 減碼 |
| 49 | LRCXEUR | Lam Research CORP | -1% | EXIT | 清倉 |
| 50 | BMY | Bristol-myers Squibb Co | -1.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Empire Life Investments Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$17.9億，共申報了 96 個公開持股部位。
在 Q3 2024 季度，Empire Life Investments Inc. 按市值排列的前三大核心持股分別為：MSFT (7.1%)、VOO (4.5%)、AMZN (3.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.1% 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
VST
市值: US$2302.8萬
本季最大獲利了結 / 清倉標的
BMY
前期市值: US$2034.0萬
在 Q3 2024 季度中，Empire Life Investments Inc. 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 9 個部位、減碼 29 個部位以及清倉 4 個部位。 其中最大新建倉標的為 VST。 本季清倉部位包含 BMY。
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。