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
103 檔
20.6%
Empire Life Investments Inc. 在 Q4 2024 季度的美股部位總計估值為 US$17.9億，分散於 103 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q4 2024 的資金脈絡，Empire Life Investments Inc. 在獲利結算 5 檔個股的同時，將資本重新部署至 12 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Empire Life Investments Inc. 的前 5 大核心持股（包含 MSFT, VOO, AMZN 等）合計佔整體申報市值的 20.6%，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 | MSFT | Microsoft CORP | 股票-科技 | 6.87% | -0.48% | -3.78% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.87% | +0.16% | +2.69% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.78% | -0.15% | +12.34% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.47% | +0.33% | +8.15% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 3.17% | -0.13% | -12.24% | |
| 6 | PNC | Pnc Financial Services Group | 股票-金融 | 2.80% | +0.11% | -5.51% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.19% | -0.03% | +32.58% | |
| 8 | ELV | Elevance Health Inc | 股票-醫療保健 | 2.19% | +0.19% | -2.25% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.15% | -0.11% | -4.96% | |
| 10 | FISV | Fiserv Inc | 股票-其他 | 2.11% | — | -13.73% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.08% | — | +4.70% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.03% | -0.26% | -17.48% | |
| 13 | TYL | Tyler Technologies Inc | 股票-科技 | 1.98% | -0.22% | -8.27% | |
| 14 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.93% | -0.34% | -26.62% | |
| 15 | NEM | Newmont CORP | 股票-原物料 | 1.92% | -0.41% | -5.34% | |
| 16 | NOC | Northrop Grumman CORP | 股票-工業 | 1.87% | -0.14% | -6.43% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.76% | +0.03% | -5.80% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.75% | -0.20% | -7.64% | |
| 19 | AME | Ametek Inc | 股票-工業 | 1.75% | -0.04% | +16.33% | |
| 20 | EOG | Eog Resources Inc | 股票-能源 | 1.71% | -0.30% | -6.29% | |
| 21 | MSI | Motorola Solutions Inc | 股票-科技 | 1.70% | -0.11% | +3.73% | |
| 22 | VST | Vistra CORP | 股票-公用事業 | 1.70% | -0.16% | +0.87% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.61% | +0.12% | +5.05% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.53% | — | -5.78% | |
| 25 | URTH | Ishares Msci World ETF | ETF-其他 | 1.45% | -0.05% | +38.99% | |
| 26 | TDW | Tidewater Inc | 股票-能源 | 1.31% | -0.62% | +29.61% | |
| 27 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.30% | -0.14% | -5.56% | |
| 28 | LRCX | Lam Research CORP | 股票-科技 | 1.28% | +1.15% | +917.55% | |
| 29 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.23% | — | +3.24% | |
| 30 | CME | Cme Group Inc | 股票-金融 | 1.23% | -0.49% | +5.33% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.22% | -0.23% | -12.61% | |
| 32 | AZO | Autozone Inc | 股票-循環性消費 | 1.22% | -0.34% | +31.86% | |
| 33 | MO | Altria Group Inc | 股票-非循環性消費 | 1.21% | -0.02% | -15.06% | |
| 34 | WSC | Willscot Holdings CORP | 股票-工業 | 1.19% | +0.65% | NEW | |
| 35 | FIS | Fidelity National Info Serv | 股票-科技 | 1.13% | — | -5.96% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.13% | — | -22.03% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 1.12% | — | +23.73% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.07% | — | +3.56% | |
| 39 | AEE | Ameren Corporation | 股票-公用事業 | 1.03% | -0.10% | -5.58% | |
| 40 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.01% | — | -5.33% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.89% | +0.14% | -5.23% | |
| 42 | VNT | Vontier CORP | 股票-科技 | 0.88% | — | -6.34% | |
| 43 | ROP | Roper Technologies Inc | 股票-科技 | 0.87% | -0.15% | -6.90% | |
| 44 | EXK | Exact Sciences CORP | 股票-原物料 | 0.86% | — | -2.39% | |
| 45 | BTU | Peabody Energy CORP | 股票-能源 | 0.76% | -0.34% | +6.48% | |
| 46 | T | At&t Inc | 股票-通訊服務 | 0.76% | -0.31% | -40.52% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.72% | +0.43% | -5.54% | |
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.71% | +0.33% | +11.57% | |
| 49 | BSY | Bentley Systems Inc-class B | 股票-科技 | 0.69% | — | -6.61% | |
| 50 | KEX | Kirby CORP | 股票-工業 | 0.66% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.3% | +12.34% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | +8.15% | 加碼 |
| 3 | AAPL | Apple Inc | +0.7% | +32.58% | 加碼 |
| 4 | KEX | Kirby CORP | +0.7% | NEW | 新建倉 |
| 5 | NVDA | Nvidia CORP | +0.5% | NEW | 新建倉 |
| 6 | JPEF | Jpmorgan Equity Focus ETF | +0.5% | NEW | 新建倉 |
| 7 | URTH | Ishares Msci World ETF | +0.4% | +38.99% | 加碼 |
| 8 | AME | Ametek Inc | +0.4% | +16.33% | 加碼 |
| 9 | VOO | Vanguard S&p 500 ETF | +0.4% | +2.69% | 加碼 |
| 10 | AZO | Autozone Inc | +0.3% | +31.86% | 加碼 |
| 11 | VST | Vistra CORP | +0.3% | +0.87% | 加碼 |
| 12 | JGRO | Jpmorgan Active Growth ETF | +0.3% | NEW | 新建倉 |
| 13 | NOW | Servicenow Inc | +0.2% | NEW | 新建倉 |
| 14 | HUBS | Hubspot Inc | +0.2% | +22.38% | 加碼 |
| 15 | META | Meta Platforms Inc-class A | +0.2% | NEW | 新建倉 |
| 16 | VICI | Vici Properties Inc | +0.2% | NEW | 新建倉 |
| 17 | VONG | Vanguard Russell 1000 Growth | +0.2% | +74.42% | 加碼 |
| 18 | IWY | Ishares Russell Top 200 Grow | +0.2% | +145.00% | 加碼 |
| 19 | LIN | Linde plc | +0.2% | NEW | 新建倉 |
| 20 | KO | Coca-cola Co/the | +0.2% | NEW | 新建倉 |
| 21 | ISRG | Intuitive Surgical Inc | +0.2% | NEW | 新建倉 |
| 22 | HBAN | Huntington Bancshares Inc | +0.2% | NEW | 新建倉 |
| 23 | TSLA | Tesla Inc | +0.1% | NEW | 新建倉 |
| 24 | LRCX | Lam Research CORP | -0.1% | +917.55% | 加碼 |
| 25 | MRK | Merck & Co. Inc. | -0.1% | +4.70% | 加碼 |
| 26 | BTU | Peabody Energy CORP | -0.1% | +6.48% | 加碼 |
| 27 | TYL | Tyler Technologies Inc | -0.1% | -8.27% | 減碼 |
| 28 | MO | Altria Group Inc | -0.1% | -15.06% | 減碼 |
| 29 | UNH | Unitedhealth Group Inc | -0.1% | -16.73% | 減碼 |
| 30 | ZTS | Zoetis Inc | -0.2% | +3.24% | 加碼 |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.2% | EXIT | 清倉 |
| 32 | EXK | Exact Sciences CORP | -0.2% | -2.39% | 減碼 |
| 33 | VLO | Valero Energy CORP | -0.2% | -24.95% | 減碼 |
| 34 | VLTO | Veralto CORP | -0.2% | -97.83% | 減碼 |
| 35 | STZ | Constellation Brands Inc-a | -0.2% | -5.33% | 減碼 |
| 36 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | EXIT | 清倉 |
| 37 | MSFT | Microsoft CORP | -0.2% | -3.78% | 減碼 |
| 38 | TDVG | T Rowe Price Dividend Growth | -0.3% | EXIT | 清倉 |
| 39 | TJX | Tjx Companies Inc | -0.3% | -17.48% | 減碼 |
| 40 | NOC | Northrop Grumman CORP | -0.3% | -6.43% | 減碼 |
| 41 | JNJ | Johnson & Johnson | -0.3% | -7.64% | 減碼 |
| 42 | VZ | Verizon Communications Inc | -0.4% | -33.29% | 減碼 |
| 43 | RRX | Regal Rexnord CORP | -0.4% | -33.73% | 減碼 |
| 44 | ADP | Automatic Data Processing | -0.4% | EXIT | 清倉 |
| 45 | CMCSA | Comcast Corp-class A | -0.4% | -22.03% | 減碼 |
| 46 | T | At&t Inc | -0.4% | -40.52% | 減碼 |
| 47 | ROST | Ross Stores Inc | -0.6% | -26.62% | 減碼 |
| 48 | GNTX | Gentex CORP | -0.7% | EXIT | 清倉 |
| 49 | ELV | Elevance Health Inc | -0.9% | -2.25% | 減碼 |
| 50 | NEM | Newmont CORP | -0.9% | -5.34% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Empire Life Investments Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$17.9億，共申報了 103 個公開持股部位。
在 Q4 2024 季度，Empire Life Investments Inc. 按市值排列的前三大核心持股分別為：MSFT (6.9%)、VOO (4.9%)、AMZN (4.8%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.9% 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
KEX
市值: US$1044.2萬
本季最大獲利了結 / 清倉標的
GNTX
前期市值: US$1122.6萬
在 Q4 2024 季度中，Empire Life Investments Inc. 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 15 個部位、減碼 18 個部位以及清倉 5 個部位。 其中最大新建倉標的為 KEX。 本季清倉部位包含 GNTX。
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。