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: 0001116247
申報總市值
US$2.0億
US$2.0億
116 檔
20.8%
截至 Q1 2024 季度末，Fairfield, Bush & Co. 的美股持倉估值約為 US$2.0億，全數申報部位共有 116 檔。
在 Q1 2024，Fairfield, Bush & Co. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 23 個部位並完全清倉 14 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Fairfield, Bush & Co. 的前 5 大持股（包含 MSFT, ADM, AMZN）貢獻了組合市值的 20.8%，形成該機構在 Q1 2024 季度的基本面基石。
| # | 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 | 7.20% | -0.56% | -2.81% | |
| 2 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 5.36% | -0.45% | -0.57% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.15% | -0.22% | -2.86% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.75% | +1.08% | +2.19% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 3.64% | -0.37% | +1.33% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.50% | +0.31% | -7.64% | |
| 7 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 3.17% | -0.35% | -3.29% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.95% | -0.06% | -4.58% | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 2.67% | +0.35% | -1.36% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.51% | -0.47% | -3.44% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.27% | +0.07% | -4.78% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.23% | -0.07% | -1.85% | |
| 13 | ASML | ASML Holding N.V. | 股票-科技 | 1.80% | +0.50% | -3.31% | |
| 14 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.68% | -0.10% | -2.77% | |
| 15 | ✓ | Laboratory Corp. of America | 股票-其他 | 1.66% | — | -1.69% | |
| 16 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.65% | -0.16% | -2.05% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 1.60% | -0.39% | +194.89% | |
| 18 | RY | Royal Bank Of Canada | 股票-金融 | 1.53% | +0.18% | -2.02% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.49% | -0.17% | -0.49% | |
| 20 | INTU | Intuit Inc | 股票-科技 | 1.47% | -0.35% | +3.41% | |
| 21 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 1.37% | -0.09% | -0.55% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.34% | -0.12% | -0.52% | |
| 23 | HON | Honeywell International Inc | 股票-工業 | 1.26% | -0.88% | EXIT | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.18% | +0.10% | +11.99% | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.15% | +0.80% | +13.97% | |
| 26 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.13% | -0.20% | -3.69% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.12% | -0.09% | -11.79% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 1.10% | -0.11% | +11.79% | |
| 29 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.10% | — | -12.61% | |
| 30 | PM | Philip Morris International | 股票-非循環性消費 | 1.08% | -0.01% | -1.75% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.99% | +0.24% | +1.13% | |
| 32 | UNP | Union Pacific CORP | 股票-工業 | 0.98% | -0.07% | -2.90% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.94% | -0.10% | -2.40% | |
| 34 | PSX | Phillips 66 | 股票-能源 | 0.90% | -0.06% | -7.42% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.84% | +0.80% | -5.44% | |
| 36 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.82% | -0.11% | +2.22% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 0.81% | -0.07% | -12.03% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.75% | +0.23% | +6.92% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | -0.01% | -1.07% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.74% | -0.14% | +6.85% | |
| 41 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.73% | -0.20% | -3.23% | |
| 42 | ILMN | Illumina Inc | 股票-醫療保健 | 0.66% | +0.01% | +6.22% | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.63% | +0.07% | -7.57% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -1.53% | EXIT | |
| 45 | NFLX | Netflix Inc | 股票-通訊服務 | 0.63% | -0.41% | -0.17% | |
| 46 | WRB | Wr Berkley CORP | 股票-金融 | 0.61% | -0.04% | -16.22% | |
| 47 | NTR | Nutrien LTD | 股票-原物料 | 0.60% | -0.17% | -2.58% | |
| 48 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 0.58% | -0.02% | -1.24% | |
| 49 | FITB | Fifth Third Bancorp | 股票-金融 | 0.56% | -0.01% | -9.65% | |
| 50 | NEOG | Neogen CORP | 股票-醫療保健 | 0.54% | — | -5.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +1% | +2.19% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.7% | -2.86% | 減碼 |
| 3 | ORCL | Oracle CORP | +0.7% | +1.33% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.7% | -2.81% | 減碼 |
| 5 | QCOM | Qualcomm Inc | +0.4% | -1.36% | 減碼 |
| 6 | ASML | ASML Holding N.V. | +0.4% | -3.31% | 減碼 |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +13.97% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | -4.58% | 減碼 |
| 9 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | +11.99% | 加碼 |
| 10 | LOW | Lowe's Cos Inc | +0.3% | -3.29% | 減碼 |
| 11 | NVDA | Nvidia CORP | +0.3% | -1.07% | 減碼 |
| 12 | AVGO | Broadcom Inc | +0.3% | -4.78% | 減碼 |
| 13 | LLY | Eli Lilly & Co | +0.3% | +1.13% | 加碼 |
| 14 | CCJ | Cameco CORP | +0.2% | +4137.93% | 加碼 |
| 15 | IOVA | Iovance Biotherapeutics Inc | +0.2% | +17775.00% | 加碼 |
| 16 | WMT | Walmart Inc | +0.2% | +194.89% | 加碼 |
| 17 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +47.99% | 加碼 |
| 18 | IBM | Intl Business Machines CORP | +0.2% | +6.92% | 加碼 |
| 19 | MRK | Merck & Co. Inc. | +0.2% | -2.40% | 減碼 |
| 20 | XOM | Exxon Mobil CORP | +0.2% | +12.53% | 加碼 |
| 21 | NFLX | Netflix Inc | +0.1% | -0.17% | 減碼 |
| 22 | CHD | Church & Dwight Co Inc | +0.1% | -2.77% | 減碼 |
| 23 | CRSP | CRISPR Therapeutics AG | +0.1% | +131.03% | 加碼 |
| 24 | AMD | Advanced Micro Devices | +0.1% | -5.44% | 減碼 |
| 25 | PSX | Phillips 66 | +0.1% | -7.42% | 減碼 |
| 26 | INTU | Intuit Inc | +0.1% | +3.41% | 加碼 |
| 27 | ✓ | Laboratory Corp. of America | -0.1% | -1.69% | 減碼 |
| 28 | PAYX | Paychex Inc | -0.1% | -30.12% | 減碼 |
| 29 | NVS | Novartis Ag-sponsored Adr | -0.1% | -2.05% | 減碼 |
| 30 | ECL | Ecolab Inc | -0.1% | EXIT | 清倉 |
| 31 | MS | Morgan Stanley | -0.1% | EXIT | 清倉 |
| 32 | BHP | Bhp Group Ltd-spon Adr | -0.1% | -1.24% | 減碼 |
| 33 | CRM | Salesforce Inc | -0.1% | EXIT | 清倉 |
| 34 | IVOO | Vanguard S&p Mid-cap 400 ETF | -0.1% | EXIT | 清倉 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | EXIT | 清倉 |
| 36 | VZ | Verizon Communications Inc | -0.1% | EXIT | 清倉 |
| 37 | MA | Mastercard Inc - A | -0.1% | EXIT | 清倉 |
| 38 | ADP | Automatic Data Processing | -0.1% | EXIT | 清倉 |
| 39 | ALB | Albemarle CORP | -0.1% | -11.12% | 減碼 |
| 40 | TSLA | Tesla Inc | -0.1% | EXIT | 清倉 |
| 41 | XEL | Xcel Energy Inc | -0.1% | EXIT | 清倉 |
| 42 | CPRT | Copart Inc | -0.1% | EXIT | 清倉 |
| 43 | MMM | 3m Co | -0.1% | EXIT | 清倉 |
| 44 | NEE | Nextera Energy Inc | -0.2% | EXIT | 清倉 |
| 45 | ROG | Rogers CORP | -0.2% | EXIT | 清倉 |
| 46 | WOLF* | Wolfspeed Inc | -0.2% | -6.47% | 減碼 |
| 47 | NEOG | Neogen CORP | -0.2% | -5.36% | 減碼 |
| 48 | BA | Boeing Co/the | -0.2% | -23.91% | 減碼 |
| 49 | AAPL | Apple Inc | -0.3% | -1.85% | 減碼 |
| 50 | ADM | Archer-daniels-midland Co | -0.8% | -0.57% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Fairfield, Bush & Co. 在 Q1 2024 季度的美股持倉總市值約為 US$2.0億，共申報了 116 個公開持股部位。
在 Q1 2024 季度，Fairfield, Bush & Co. 按市值排列的前三大核心持股分別為：MSFT (7.2%)、ADM (5.4%)、AMZN (5.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.2% 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。
本季最大獲利了結 / 清倉標的
NEE
前期市值: US$26.0萬
在 Q1 2024 季度中，Fairfield, Bush & Co. 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 13 個部位、減碼 23 個部位以及清倉 14 個部位。 本季清倉部位包含 NEE。
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。