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: 0000033250
申報總市值
US$24.0億
US$24.0億
442 檔
14.0%
在 Q3 2024 申報期間，Equitable Trust Co（CIK: 0000033250）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$24.0億，共持有 442 個公開申報部位。
觀察 Q3 2024 的資金脈絡，Equitable Trust Co 在獲利結算 3 檔個股的同時，將資本重新部署至 2 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，Equitable Trust Co 的前 5 大核心持股（包含 IAU, HCA, MSFT 等）合計佔整體申報市值的 14.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 442 檔）
| # | 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 | IAU | Ishares Gold Trust | ETF-避險與商品 | 8.22% | -1.71% | -1.36% | |
| 2 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 3.41% | -0.92% | -0.88% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.34% | -0.23% | -3.29% | |
| 4 | WCMFX | Wcm Smid Quality Value-inst | 股票-其他 | 3.34% | — | +0.25% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.27% | +0.06% | +0.43% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.81% | +0.32% | -13.60% | |
| 7 | CCI | Crown Castle Inc | 股票-房地產 | 2.16% | — | +2.23% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.90% | -0.08% | -1.94% | |
| 9 | PSA | Public Storage | 股票-房地產 | 1.82% | +0.02% | +3.10% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.79% | +0.20% | -3.52% | |
| 11 | PRM | Perimeter Solutions, Inc. | 股票-其他 | 1.77% | — | -2.82% | |
| 12 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.49% | -0.04% | -5.91% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.45% | +0.01% | -2.58% | |
| 14 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.31% | -0.32% | +5.45% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.29% | — | +9.73% | |
| 16 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.26% | -0.13% | +4.11% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 1.20% | +0.02% | -0.55% | |
| 18 | ADI | Analog Devices Inc | 股票-科技 | 1.20% | +0.12% | +1.36% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | +0.04% | +0.08% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | +0.08% | -1.79% | |
| 21 | AXP | American Express Co | 股票-金融 | 1.10% | -0.02% | -8.12% | |
| 22 | SE | Sea Ltd-adr | 股票-通訊服務 | 1.09% | +0.16% | +33.78% | |
| 23 | FIS | Fidelity National Info Serv | 股票-科技 | 1.07% | -0.04% | -7.50% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | +0.19% | +1.44% | |
| 25 | SPGI | S&p Global Inc | 股票-金融 | 0.83% | -0.13% | -49.37% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.79% | +0.21% | -0.58% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | +0.01% | +2.81% | |
| 28 | VRRM | Verra Mobility CORP | 股票-其他 | 0.78% | -0.03% | -6.44% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 0.75% | +0.06% | +1.94% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.75% | -0.04% | -2.25% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.74% | +0.04% | -2.26% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.18% | +3.43% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.65% | +0.01% | -1.29% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | -0.20% | +62.27% | |
| 35 | ROK | Rockwell Automation Inc | 股票-工業 | 0.62% | +0.01% | -23.73% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.04% | +12.19% | |
| 37 | ONB | Old National Bancorp | 股票-金融 | 0.52% | — | -13.80% | |
| 38 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 0.51% | — | -21.58% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.51% | +0.09% | -0.29% | |
| 40 | TDG | Transdigm Group Inc | 股票-工業 | 0.51% | +0.02% | -5.77% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | +0.17% | +0.31% | |
| 42 | KKR | Kkr & Co Inc | 股票-金融 | 0.48% | +0.02% | -43.44% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.45% | -0.07% | +6.99% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.43% | +0.02% | +8.56% | |
| 45 | AMGN | Amgen Inc | 股票-醫療保健 | 0.43% | -0.02% | -2.30% | |
| 46 | CSGP | Costar Group Inc | 股票-房地產 | 0.43% | — | -6.30% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.43% | -0.03% | +5.42% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.42% | +0.07% | +1011.24% | |
| 49 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.41% | -0.19% | +6.93% | |
| 50 | DVA | Davita Inc | 股票-醫療保健 | 0.41% | — | -3.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PRM | Perimeter Solutions, Inc. | +0.6% | -2.82% | 減碼 |
| 2 | HCA | Hca Healthcare Inc | +0.5% | -0.88% | 減碼 |
| 3 | SE | Sea Ltd-adr | +0.4% | +33.78% | 加碼 |
| 4 | IAU | Ishares Gold Trust | +0.3% | -1.36% | 減碼 |
| 5 | PSA | Public Storage | +0.3% | +3.10% | 加碼 |
| 6 | CCI | Crown Castle Inc | +0.3% | +2.23% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +62.27% | 加碼 |
| 8 | ADP | Automatic Data Processing | +0.2% | +117.25% | 加碼 |
| 9 | BA | Boeing Co/the | +0.2% | +810.62% | 加碼 |
| 10 | SHOP | Shopify Inc - Class A | +0.2% | +5.45% | 加碼 |
| 11 | EW | Edwards Lifesciences CORP | +0.2% | +379.74% | 加碼 |
| 12 | WPM | Wheaton Precious Metals CORP | +0.2% | NEW | 新建倉 |
| 13 | FERG | Ferguson Enterprises Inc | +0.2% | NEW | 新建倉 |
| 14 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +9.73% | 加碼 |
| 15 | GIS | General Mills Inc | +0.1% | +80.46% | 加碼 |
| 16 | AMT | American Tower CORP | +0.1% | +212.37% | 加碼 |
| 17 | AAPL | Apple Inc | +0.1% | +0.43% | 加碼 |
| 18 | HON | Honeywell International Inc | +0.1% | +101.10% | 加碼 |
| 19 | TFC | Truist Financial CORP | +0.1% | +46.36% | 加碼 |
| 20 | LH | Labcorp Holdings Inc | +0.1% | +4.11% | 加碼 |
| 21 | HD | Home Depot Inc | +0.1% | +1.94% | 加碼 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +12.19% | 加碼 |
| 23 | TSLA | Tesla Inc | +0.1% | +78.75% | 加碼 |
| 24 | ABBV | Abbvie Inc | +0.1% | +8.56% | 加碼 |
| 25 | CBRE | Cbre Group Inc - A | +0.1% | -0.50% | 減碼 |
| 26 | ADBE | Adobe Inc | +0.1% | +46.27% | 加碼 |
| 27 | NEE | Nextera Energy Inc | +0.1% | +20.94% | 加碼 |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | +6.93% | 加碼 |
| 29 | MA | Mastercard Inc - A | 0% | -0.55% | 減碼 |
| 30 | AVGO | Broadcom Inc | 0% | +1011.24% | 加碼 |
| 31 | WCMFX | Wcm Smid Quality Value-inst | 0% | +0.25% | 加碼 |
| 32 | AXP | American Express Co | 0% | -8.12% | 減碼 |
| 33 | IXUS | Ishares Core Intl Stock ETF | 0% | -1.94% | 減碼 |
| 34 | BAESY | Bae Systems PLC -spon Adr | -0.1% | -24.90% | 減碼 |
| 35 | ASML | ASML Holding N.V. | -0.1% | -2.56% | 減碼 |
| 36 | TEAM | Atlassian Corp-cl A | -0.1% | -40.59% | 減碼 |
| 37 | LVMUY | Lvmh Moet Hennessy-unsp Adr | -0.2% | -73.65% | 減碼 |
| 38 | EG | Everest Group, Ltd. | -0.2% | -39.79% | 減碼 |
| 39 | GUNR | Flexshares Global Upstream N | -0.2% | -32.24% | 減碼 |
| 40 | EVVTY | Evolution Ab-adr | -0.2% | EXIT | 清倉 |
| 41 | TRI4EUR | Thomson Reuters CORP | -0.2% | EXIT | 清倉 |
| 42 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -1.29% | 減碼 |
| 43 | AMZN | Amazon.com Inc | -0.2% | -2.58% | 減碼 |
| 44 | FERG | Ferguson Enterprises Inc. | -0.2% | EXIT | 清倉 |
| 45 | KKR | Kkr & Co Inc | -0.3% | -43.44% | 減碼 |
| 46 | ROK | Rockwell Automation Inc | -0.3% | -23.73% | 減碼 |
| 47 | GOOG | Alphabet Inc-cl C | -0.4% | -3.52% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.5% | -3.29% | 減碼 |
| 49 | SPGI | S&p Global Inc | -0.7% | -49.37% | 減碼 |
| 50 | GOOGL | Alphabet Inc-cl A | -1% | -13.60% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Equitable Trust Co 在 Q3 2024 季度的美股持倉總市值約為 US$24.0億，共申報了 442 個公開持股部位。
在 Q3 2024 季度，Equitable Trust Co 按市值排列的前三大核心持股分別為：IAU (8.2%)、HCA (3.4%)、MSFT (3.3%)。其中最大持股部位 IAU 佔據整體投資組合約 8.2% 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
WPM
市值: US$253.0萬
本季最大獲利了結 / 清倉標的
FERG
前期市值: US$333.5萬
在 Q3 2024 季度中，Equitable Trust Co 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 24 個部位、減碼 21 個部位以及清倉 3 個部位。 其中最大新建倉標的為 WPM。 本季清倉部位包含 FERG。
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。