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
1143 檔
13.9%
根據最新整理的 13F 季度數據集，Ethic Inc. 於 Q4 2024 結束時的管理資產規模為 US$80.2億。該機構在本季度申報了 1143 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Ethic Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 12 個新部位，並對 137 個既有持股進行加碼（合計增持 149 檔），相較減碼與清倉部位顯著佔優。
整體而言，Ethic Inc. 的前 5 大持股（包含 AAPL, NVDA, MSFT）貢獻了組合市值的 13.9%，形成該機構在 Q4 2024 季度的基本面基石。
本季最大新建倉標的
LRCX
市值: US$1359.4萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$1417.1萬
僅顯示前 200 大持股（共 1143 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 | 6.38% | -0.11% | +24.24% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.76% | -0.11% | +1115.00% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.11% | -0.46% | +17.72% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.92% | -0.03% | +15.29% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.26% | +2.84% | NEW | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.60% | -2.59% | +15.85% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.58% | -0.25% | +34.54% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.49% | +0.16% | +1138.57% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.19% | +0.14% | +9.14% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.18% | -0.02% | +50.71% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | — | +14.83% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 0.91% | -0.09% | +15.97% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.88% | +0.14% | +11.32% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | -0.05% | +16.71% | |
| 15 | CRM | Salesforce Inc | 股票-科技 | 0.67% | -0.13% | +19.05% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 0.63% | -0.30% | -4.80% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 0.61% | -0.07% | +12.56% | |
| 18 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.58% | -0.05% | +9.69% | |
| 19 | NOW | Servicenow Inc | 股票-科技 | 0.55% | -0.04% | +21.87% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | -0.02% | +8.11% | |
| 21 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.54% | -0.01% | +11.96% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.17% | +1.44% | |
| 23 | ACN | Accenture plc | 股票-科技 | 0.50% | -0.07% | +9.98% | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 0.50% | -0.06% | +11.94% | |
| 25 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.48% | -0.04% | +15.85% | |
| 26 | T | At&t Inc | 股票-通訊服務 | 0.47% | -0.19% | +37.92% | |
| 27 | AXP | American Express Co | 股票-金融 | 0.46% | -0.03% | +11.47% | |
| 28 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.44% | -0.09% | +19.67% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.44% | -0.07% | +13.72% | |
| 30 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.44% | -0.11% | +24.08% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.43% | -0.05% | +8.37% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.43% | -0.07% | +12.47% | |
| 33 | FISV | Fiserv Inc | 股票-其他 | 0.42% | -0.02% | +15.02% | |
| 34 | CAT | Caterpillar Inc | 股票-工業 | 0.42% | +0.18% | +27.71% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.41% | +0.01% | +35.76% | |
| 36 | ADBE | Adobe Inc | 股票-科技 | 0.41% | -0.04% | +11.98% | |
| 37 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.41% | -0.08% | +21.13% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.40% | +0.01% | +17.70% | |
| 39 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.40% | -0.08% | +12.07% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.40% | +0.45% | +21.15% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.39% | -0.12% | +9.82% | |
| 42 | PGR | Progressive CORP | 股票-金融 | 0.36% | — | +6.67% | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.36% | +0.05% | +12.73% | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.36% | -0.08% | +59.30% | |
| 45 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.35% | -0.02% | +11.56% | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.34% | -0.11% | +15.17% | |
| 47 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.34% | -0.05% | -4.37% | |
| 48 | CB | Chubb Limited | 股票-金融 | 0.32% | -0.12% | +47.01% | |
| 49 | SYK | Stryker CORP | 股票-醫療保健 | 0.32% | -0.06% | +17.02% | |
| 50 | TXN | Texas Instruments Inc | 股票-科技 | 0.31% | +0.10% | +30.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2% | +24.24% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.8% | +1115.00% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.8% | +50.71% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.6% | +1138.57% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +34.54% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.3% | +15.29% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +14.82% | 加碼 |
| 8 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 9 | BLK | Blackrock Inc | +0.3% | NEW | 新建倉 |
| 10 | ANET | Arista Networks Inc | +0.3% | NEW | 新建倉 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +15.85% | 加碼 |
| 12 | NOW | Servicenow Inc | +0.1% | +21.87% | 加碼 |
| 13 | T | At&t Inc | +0.1% | +37.92% | 加碼 |
| 14 | SRE | Sempra | +0.1% | +108.17% | 加碼 |
| 15 | MS | Morgan Stanley | +0.1% | +35.76% | 加碼 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +101.55% | 加碼 |
| 17 | WMT | Walmart Inc | +0.1% | +157.29% | 加碼 |
| 18 | TT | Trane Technologies plc | +0.1% | +150.06% | 加碼 |
| 19 | GE | General Electric | +0.1% | +280.38% | 加碼 |
| 20 | ORCL | Oracle CORP | +0.1% | +12.56% | 加碼 |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +11.96% | 加碼 |
| 22 | BKNG | Booking Holdings Inc | +0.1% | +15.85% | 加碼 |
| 23 | BSX | Boston Scientific CORP | +0.1% | +24.08% | 加碼 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +65.34% | 加碼 |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | +63.33% | 加碼 |
| 26 | ISRG | Intuitive Surgical Inc | +0.1% | +19.67% | 加碼 |
| 27 | BX | Blackstone Inc | +0.1% | +71.46% | 加碼 |
| 28 | GRMN | Garmin Ltd. | +0.1% | +527.80% | 加碼 |
| 29 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 30 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 31 | NFLX | Netflix Inc | +0.1% | -4.80% | 減碼 |
| 32 | TMUS | T-mobile US Inc | +0.1% | +12.07% | 加碼 |
| 33 | GDDY | Godaddy Inc - Class A | +0.1% | +75.09% | 加碼 |
| 34 | BAC | Bank Of America CORP | +0.1% | +121.09% | 加碼 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | 新建倉 |
| 36 | VOTE | Tcw Transform 500 ETF | +0.1% | NEW | 新建倉 |
| 37 | AXP | American Express Co | +0.1% | +11.47% | 加碼 |
| 38 | FISV | Fiserv Inc | +0.1% | +15.02% | 加碼 |
| 39 | TJX | Tjx Companies Inc | +0.1% | +21.13% | 加碼 |
| 40 | CB | Chubb Limited | +0.1% | +47.01% | 加碼 |
| 41 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 42 | COST | Costco Wholesale CORP | +0.1% | +26.49% | 加碼 |
| 43 | OKE | Oneok Inc | +0.1% | +22.09% | 加碼 |
| 44 | WELL | Welltower Inc | +0.1% | +26.45% | 加碼 |
| 45 | USB | US Bancorp | +0.1% | +56.05% | 加碼 |
| 46 | NDAQ | Nasdaq Inc | +0.1% | +65.63% | 加碼 |
| 47 | FICO | Fair Isaac CORP | +0.1% | +31.61% | 加碼 |
| 48 | RTX | Rtx CORP | +0.1% | +191.55% | 加碼 |
| 49 | TXN | Texas Instruments Inc | 0% | +30.72% | 加碼 |
| 50 | CME | Cme Group Inc | 0% | +37.31% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ethic Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$80.2億，共申報了 1143 個公開持股部位。
在 Q4 2024 季度，Ethic Inc. 按市值排列的前三大核心持股分別為：AAPL (6.4%)、NVDA (5.8%)、MSFT (5.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.4% 的權重。
在 Q4 2024 季度中，Ethic Inc. 共進行了 200 項持倉異動，包含新建倉 12 個部位、加碼 137 個部位、減碼 44 個部位以及清倉 7 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
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。