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: 0001780570
申報總市值
US$80.2億
US$80.2億
1081 檔
9.1%
Ethic Inc. 在 Q3 2024 季度的美股部位總計估值為 US$80.2億，分散於 1081 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q3 2024 申報觀察，Ethic Inc. 採取防禦導向的調倉策略，本季減碼 125 檔個股並出清 3 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Ethic Inc. 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合計佔整體申報市值的 9.1%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
FTI
市值: US$180.5萬
本季最大獲利了結 / 清倉標的
OC
前期市值: US$137.6萬
僅顯示前 200 大持股（共 1081 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 | MSFT | Microsoft CORP | 股票-科技 | 5.43% | -0.46% | -5.98% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.40% | -0.11% | -8.89% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.00% | -0.11% | -90.56% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.60% | -0.03% | -4.26% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.97% | +2.84% | NEW | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.38% | -2.59% | -5.02% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.37% | +0.14% | -5.85% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.22% | -0.25% | -8.23% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | — | -8.16% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.96% | +0.14% | -2.03% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 0.90% | -0.09% | -5.78% | |
| 12 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.87% | -0.05% | -7.08% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | +0.16% | -4.99% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 0.79% | -0.05% | -4.18% | |
| 15 | CRM | Salesforce Inc | 股票-科技 | 0.64% | -0.13% | -5.48% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 0.56% | -0.30% | -4.82% | |
| 17 | ACN | Accenture plc | 股票-科技 | 0.56% | -0.07% | -1.62% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | -0.02% | -9.86% | |
| 19 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.55% | -0.05% | +0.42% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.54% | +0.07% | -7.54% | |
| 21 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.54% | -0.07% | -4.83% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.54% | +0.17% | +7.79% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 0.52% | +0.45% | -3.37% | |
| 24 | ADBE | Adobe Inc | 股票-科技 | 0.52% | -0.04% | -5.58% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.51% | -0.07% | -5.12% | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.48% | -0.07% | -2.39% | |
| 27 | SPGI | S&p Global Inc | 股票-金融 | 0.47% | -0.06% | -4.21% | |
| 28 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.47% | -0.12% | -4.62% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 0.44% | +0.05% | -1.68% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.44% | -0.01% | -2.93% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.44% | +0.54% | +1.91% | |
| 32 | MU | Micron Technology Inc | 股票-科技 | 0.43% | +1.24% | +4.07% | |
| 33 | TSLA | Tesla Inc | 股票-循環性消費 | 0.43% | -0.02% | -11.29% | |
| 34 | CAT | Caterpillar Inc | 股票-工業 | 0.41% | +0.18% | -9.27% | |
| 35 | CI | THE Cigna Group | 股票-醫療保健 | 0.41% | -0.02% | -10.24% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.41% | -0.04% | -6.74% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.40% | -0.03% | +1.29% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.40% | -0.02% | -7.51% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.40% | -0.03% | -4.93% | |
| 40 | INTU | Intuit Inc | 股票-科技 | 0.39% | -0.11% | -3.76% | |
| 41 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.38% | -0.04% | -7.78% | |
| 42 | TGT | Target CORP | 股票-循環性消費 | 0.37% | -0.01% | +1.00% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.37% | — | -1.93% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.37% | +0.01% | -5.42% | |
| 45 | FISV | Fiserv Inc | 股票-其他 | 0.36% | -0.02% | -5.33% | |
| 46 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.36% | — | -4.39% | |
| 47 | HAL | Halliburton Co | 股票-能源 | 0.36% | -0.03% | +3.08% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.35% | -0.09% | -8.23% | |
| 49 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.35% | -0.08% | -13.78% | |
| 50 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.35% | -0.05% | -1.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | +0.2% | +189.72% | 加碼 |
| 2 | INTC | Intel CORP | +0.2% | +1.91% | 加碼 |
| 3 | DIS | Walt Disney Co/the | +0.1% | +0.42% | 加碼 |
| 4 | CRM | Salesforce Inc | +0.1% | -5.48% | 減碼 |
| 5 | HD | Home Depot Inc | +0.1% | -4.18% | 減碼 |
| 6 | CSCO | Cisco Systems Inc | +0.1% | +7.79% | 加碼 |
| 7 | ACN | Accenture plc | +0.1% | -1.62% | 減碼 |
| 8 | NKE | Nike Inc -cl B | +0.1% | +32.88% | 加碼 |
| 9 | BMY | Bristol-myers Squibb Co | +0.1% | +16.81% | 加碼 |
| 10 | CTVA | Corteva Inc | +0.1% | +59.96% | 加碼 |
| 11 | TGT | Target CORP | +0.1% | +1.00% | 加碼 |
| 12 | HAL | Halliburton Co | +0.1% | +3.08% | 加碼 |
| 13 | MA | Mastercard Inc - A | +0.1% | -5.78% | 減碼 |
| 14 | NUE | Nucor CORP | +0.1% | +60.94% | 加碼 |
| 15 | SYY | Sysco CORP | +0.1% | +20.82% | 加碼 |
| 16 | EL | Estee Lauder Companies-cl A | +0.1% | +25.14% | 加碼 |
| 17 | PLD | Prologis Inc | +0.1% | +6.49% | 加碼 |
| 18 | EFX | Equifax Inc | +0.1% | +205.51% | 加碼 |
| 19 | KR | Kroger Co | +0.1% | +20.45% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +6.41% | 加碼 |
| 21 | PCAR | Paccar Inc | +0.1% | -4.67% | 減碼 |
| 22 | ITW | Illinois Tool Works | +0.1% | +0.46% | 加碼 |
| 23 | ABT | Abbott Laboratories | +0.1% | -2.39% | 減碼 |
| 24 | MLM | Martin Marietta Materials | +0.1% | +53.65% | 加碼 |
| 25 | GPN | Global Payments Inc | +0.1% | +55.34% | 加碼 |
| 26 | CVS | Cvs Health CORP | +0.1% | +17.59% | 加碼 |
| 27 | FTI | TechnipFMC plc | +0.1% | NEW | 新建倉 |
| 28 | NSC | Norfolk Southern CORP | +0.1% | +47.65% | 加碼 |
| 29 | DLTR | Dollar Tree Inc | +0.1% | +84.03% | 加碼 |
| 30 | APTV | Aptiv PLC | +0.1% | +92.04% | 加碼 |
| 31 | CCI | Crown Castle Inc | +0.1% | +24.52% | 加碼 |
| 32 | TM | Toyota Motor CORP -spon Adr | +0.1% | +6.36% | 加碼 |
| 33 | TS | Tenaris Sa-adr | +0.1% | +5.31% | 加碼 |
| 34 | EXC | Exelon CORP | +0.1% | +16.06% | 加碼 |
| 35 | SONY | Sony Group CORP - Sp Adr | +0.1% | +23.11% | 加碼 |
| 36 | CNC | Centene CORP | +0.1% | +22.75% | 加碼 |
| 37 | ES | Eversource Energy | +0.1% | +9.45% | 加碼 |
| 38 | PEP | Pepsico Inc | +0.1% | +1.29% | 加碼 |
| 39 | AIG | American International Group | +0.1% | +2.18% | 加碼 |
| 40 | V | Visa Inc-class A Shares | +0.1% | -8.16% | 減碼 |
| 41 | KVUE | Kenvue Inc | 0% | +37.92% | 加碼 |
| 42 | COIN | Coinbase Global Inc -class A | 0% | +45.28% | 加碼 |
| 43 | FANG | Diamondback Energy Inc | 0% | +102.84% | 加碼 |
| 44 | WDAY | Workday Inc-class A | 0% | +17.49% | 加碼 |
| 45 | CTSH | Cognizant Tech Solutions-a | 0% | +18.10% | 加碼 |
| 46 | MCD | Mcdonald's CORP | 0% | +8.70% | 加碼 |
| 47 | KMB | Kimberly-clark CORP | 0% | +25.98% | 加碼 |
| 48 | PYPL | Paypal Holdings Inc | 0% | +10.03% | 加碼 |
| 49 | TT | Trane Technologies plc | 0% | +71.45% | 加碼 |
| 50 | AON | Aon plc | 0% | +2.82% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ethic Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$80.2億，共申報了 1081 個公開持股部位。
在 Q3 2024 季度，Ethic Inc. 按市值排列的前三大核心持股分別為：MSFT (5.4%)、AAPL (4.4%)、NVDA (4.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.4% 的權重。
在 Q3 2024 季度中，Ethic Inc. 共進行了 200 項持倉異動，包含新建倉 3 個部位、加碼 69 個部位、減碼 125 個部位以及清倉 3 個部位。 其中最大新建倉標的為 FTI。 本季清倉部位包含 OC。
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。
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。
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。