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: 0001315785
申報總市值
US$20.1億
US$20.1億
624 檔
11.3%
在 Q3 2024 申報期間，Essex Financial Services, Inc.（CIK: 0001315785）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$20.1億，共持有 624 個公開申報部位。
數據顯示 Essex Financial Services, Inc. 於 Q3 2024 季度持續回收資金，對 29 個既有部位進行裁減並清倉 5 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Essex Financial Services, Inc. 的前 5 大核心持股（包含 AAPL, QQQ, MSFT 等）合計佔整體申報市值的 11.3%，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 624 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 | AAPL | Apple Inc | 股票-科技 | 5.47% | +0.01% | -6.32% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.40% | +0.34% | -0.82% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.24% | -0.21% | -4.34% | |
| 4 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 2.26% | +0.15% | -0.74% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.98% | -0.03% | -3.92% | |
| 6 | CODI | Compass Diversified Holdings | 股票-其他 | 1.97% | +0.11% | +20.15% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.86% | +0.01% | -0.25% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.71% | +0.10% | +1.63% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.71% | +0.16% | -7.56% | |
| 10 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.65% | -0.48% | +1.95% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.59% | +0.04% | -6.59% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.48% | -0.07% | -6.16% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.32% | +0.15% | -7.82% | |
| 14 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.25% | -0.24% | -9.43% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.15% | -0.05% | -7.31% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.14% | +0.02% | -15.21% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | -0.36% | -11.66% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.03% | -9.65% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.06% | -0.06% | -3.92% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.03% | -0.01% | -5.11% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 1.01% | -0.03% | +3.15% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.99% | -0.09% | +4.72% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.84% | -0.02% | -10.27% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.81% | -0.05% | -12.00% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | -0.08% | -13.31% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | +0.02% | -0.21% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 0.68% | -0.12% | -5.88% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.66% | -0.07% | -11.89% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.06% | -6.14% | |
| 30 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.64% | -0.20% | -1.92% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.63% | -0.03% | -11.25% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.61% | +0.06% | -10.28% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | +0.03% | -19.39% | |
| 34 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.59% | -0.01% | +3.01% | |
| 35 | CGUS | Cap Group Core Equity | ETF-其他 | 0.56% | +0.12% | +0.64% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.54% | +0.04% | -4.24% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.16% | -8.28% | |
| 38 | TSLA | Tesla Inc | 股票-循環性消費 | 0.52% | — | +0.43% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.51% | -0.01% | -0.48% | |
| 40 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.51% | +0.04% | +1.71% | |
| 41 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.51% | +0.01% | +9.43% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.03% | -11.79% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.50% | -0.06% | — | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.49% | -0.03% | -2.30% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.48% | -0.01% | -4.24% | |
| 46 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.48% | +0.03% | -7.34% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.47% | -0.02% | -4.41% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.46% | — | -4.04% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.46% | -0.02% | -5.70% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.45% | +0.03% | +2.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.4% | -3.92% | 減碼 |
| 2 | CODI | Compass Diversified Holdings | +0.3% | +20.15% | 加碼 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -0.82% | 減碼 |
| 4 | GLD | Spdr Gold Shares | +0.2% | +1.95% | 加碼 |
| 5 | TPL | Texas Pacific Land CORP | +0.2% | -9.43% | 減碼 |
| 6 | VOOG | Vanguard S&p 500 Growth ETF | +0.2% | -0.74% | 減碼 |
| 7 | FBND | Fidelity Total Bond ETF | +0.2% | +81.23% | 加碼 |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.63% | 加碼 |
| 9 | VTV | Vanguard Value ETF | +0.1% | +3.15% | 加碼 |
| 10 | PYLD | Pimco Multisector Bond Actv | +0.1% | +37.75% | 加碼 |
| 11 | PRF | Invesco Rafi US 1000 ETF | +0.1% | +9.43% | 加碼 |
| 12 | XLI | Ss Industrial Select Sector | +0.1% | +129.71% | 加碼 |
| 13 | ORCL | Oracle CORP | +0.1% | -2.58% | 減碼 |
| 14 | BX | Blackstone Inc | +0.1% | -2.63% | 減碼 |
| 15 | PAAA | Pgim Aaa Clo ETF | +0.1% | NEW | 新建倉 |
| 16 | AVGO | Broadcom Inc | +0.1% | +5.20% | 加碼 |
| 17 | AMZN | Amazon.com Inc | +0.1% | -6.59% | 減碼 |
| 18 | PHYS | Sprott Physical Gold Trust | +0.1% | -1.92% | 減碼 |
| 19 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +3.01% | 加碼 |
| 20 | ALAB | Astera Labs Inc | +0.1% | +9.48% | 加碼 |
| 21 | QUS | Ss Spdr Msci U Stratfact ETF | +0.1% | +28.35% | 加碼 |
| 22 | USSH | Wisdomtree 1-3 Y Lad Try Fd | +0.1% | NEW | 新建倉 |
| 23 | STXF | Strive 500 ETF | +0.1% | +6.39% | 加碼 |
| 24 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.21% | 減碼 |
| 25 | VUG | Vanguard Growth ETF | 0% | +2.91% | 加碼 |
| 26 | AAPL | Apple Inc | 0% | -6.32% | 減碼 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.25% | 減碼 |
| 28 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清倉 |
| 29 | SYLD | Cambria Shareholder Yield Et | -0.1% | EXIT | 清倉 |
| 30 | SON | Sonoco Products Co | -0.1% | EXIT | 清倉 |
| 31 | MRSH | Marsh & Mclennan Cos | -0.1% | -50.95% | 減碼 |
| 32 | UNP | Union Pacific CORP | -0.1% | -23.06% | 減碼 |
| 33 | NSC | Norfolk Southern CORP | -0.1% | -49.14% | 減碼 |
| 34 | AMX | America Movil Sab De Cv | -0.1% | EXIT | 清倉 |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | -10.28% | 減碼 |
| 36 | ADP | Automatic Data Processing | -0.1% | -43.12% | 減碼 |
| 37 | GWW | Ww Grainger Inc | -0.1% | EXIT | 清倉 |
| 38 | JMST | JPM Ultra-short Muni Income | -0.1% | -65.26% | 減碼 |
| 39 | IXUS | Ishares Core Intl Stock ETF | -0.1% | -39.01% | 減碼 |
| 40 | MRK | Merck & Co. Inc. | -0.1% | -16.95% | 減碼 |
| 41 | PEP | Pepsico Inc | -0.1% | -18.80% | 減碼 |
| 42 | JPST | Jpmorgan Ultra-short Income | -0.1% | -11.89% | 減碼 |
| 43 | HD | Home Depot Inc | -0.1% | -30.71% | 減碼 |
| 44 | JNJ | Johnson & Johnson | -0.1% | -13.31% | 減碼 |
| 45 | ADBE | Adobe Inc | -0.1% | -22.99% | 減碼 |
| 46 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -15.21% | 減碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.1% | -7.82% | 減碼 |
| 48 | PG | Procter & Gamble Co/the | -0.2% | -12.00% | 減碼 |
| 49 | XOM | Exxon Mobil CORP | -0.2% | -11.66% | 減碼 |
| 50 | PFE | Pfizer Inc | -0.2% | -28.52% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Essex Financial Services, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$20.1億，共申報了 624 個公開持股部位。
在 Q3 2024 季度，Essex Financial Services, Inc. 按市值排列的前三大核心持股分別為：AAPL (5.5%)、QQQ (3.4%)、MSFT (3.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.5% 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
PAAA
市值: US$86.4萬
本季最大獲利了結 / 清倉標的
GWW
前期市值: US$114.7萬
在 Q3 2024 季度中，Essex Financial Services, Inc. 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 14 個部位、減碼 29 個部位以及清倉 5 個部位。 其中最大新建倉標的為 PAAA。 本季清倉部位包含 GWW。
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。