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
111 檔
21.1%
Fairfield, Bush & Co. 在 Q3 2024 季度的美股部位總計估值為 US$2.0億，分散於 111 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，Fairfield, Bush & Co. 採取防禦導向的調倉策略，本季減碼 67 檔個股並出清 8 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 MSFT, ADM, AMZN）累計市值佔比達 21.1%，是驅動 Fairfield, Bush & Co. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 6.94% | -0.56% | -1.16% | |
| 2 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 5.10% | -0.45% | -0.28% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.99% | -0.22% | -5.22% | |
| 4 | ORCL | Oracle CORP | 股票-科技 | 4.46% | -0.37% | -12.06% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.02% | +1.08% | -14.25% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.39% | +0.31% | -10.31% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.00% | -0.07% | +0.94% | |
| 8 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.96% | -0.35% | -11.67% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.91% | +0.07% | +879.30% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.72% | -0.06% | -9.38% | |
| 11 | QCOM | Qualcomm Inc | 股票-科技 | 2.47% | +0.35% | — | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.05% | -0.47% | -8.83% | |
| 13 | ASML | ASML Holding N.V. | 股票-科技 | 1.92% | +0.50% | +8.99% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.82% | -0.39% | -5.96% | |
| 15 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.71% | -0.16% | -12.82% | |
| 16 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.67% | -0.10% | -1.74% | |
| 17 | RY | Royal Bank Of Canada | 股票-金融 | 1.58% | +0.18% | -16.69% | |
| 18 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.46% | -0.09% | -14.18% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.44% | +0.24% | +18.47% | |
| 20 | INTU | Intuit Inc | 股票-科技 | 1.36% | -0.35% | -4.97% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.32% | -0.17% | -1.06% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.31% | +0.10% | +14.24% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | -1.53% | EXIT | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | -0.01% | +16.79% | |
| 25 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 1.16% | -0.09% | -11.01% | |
| 26 | HON | Honeywell International Inc | 股票-工業 | 1.15% | -0.88% | EXIT | |
| 27 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.15% | -0.20% | -6.93% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.13% | -0.12% | -9.28% | |
| 29 | PM | Philip Morris International | 股票-非循環性消費 | 1.11% | -0.01% | -21.49% | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 1.09% | -0.11% | -4.36% | |
| 31 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.05% | — | -21.48% | |
| 32 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.03% | +0.80% | +0.47% | |
| 33 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.99% | -0.11% | +3.03% | |
| 34 | UNP | Union Pacific CORP | 股票-工業 | 0.93% | -0.07% | +5.92% | |
| 35 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.91% | -0.09% | -21.02% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.87% | +0.23% | -5.58% | |
| 37 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.80% | -0.20% | -9.45% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.78% | +0.80% | +2.17% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.76% | -0.10% | -4.93% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.73% | -0.41% | — | |
| 41 | PSX | Phillips 66 | 股票-能源 | 0.70% | -0.06% | -2.65% | |
| 42 | CCJ | Cameco CORP | 股票-能源 | 0.69% | -0.35% | +42.10% | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.66% | +0.07% | -14.70% | |
| 44 | GNRC | Generac Holdings Inc | 股票-工業 | 0.65% | +0.15% | +10.61% | |
| 45 | AMGN | Amgen Inc | 股票-醫療保健 | 0.63% | -0.06% | -2.62% | |
| 46 | ILMN | Illumina Inc | 股票-醫療保健 | 0.62% | +0.01% | +1.54% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.61% | +0.34% | +1.81% | |
| 48 | DHR | Danaher CORP | 股票-醫療保健 | 0.60% | -0.07% | -24.13% | |
| 49 | WRB | Wr Berkley CORP | 股票-金融 | 0.60% | -0.04% | +44.37% | |
| 50 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 0.59% | -0.02% | -3.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QCOM | Qualcomm Inc | +2.5% | NEW | 新建倉 |
| 2 | CMG | Chipotle Mexican Grill Inc | +0.4% | NEW | 新建倉 |
| 3 | V | Visa Inc-class A Shares | +0.4% | NEW | 新建倉 |
| 4 | GE | General Electric | +0.3% | +178.77% | 加碼 |
| 5 | AAPL | Apple Inc | +0.3% | +0.94% | 加碼 |
| 6 | SNPS | Synopsys Inc | +0.3% | NEW | 新建倉 |
| 7 | ORCL | Oracle CORP | +0.2% | -12.06% | 減碼 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | 新建倉 |
| 9 | LOW | Lowe's Cos Inc | +0.2% | -11.67% | 減碼 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | +18.34% | 加碼 |
| 11 | SHOP | Shopify Inc - Class A | +0.2% | +3.03% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.2% | +18.47% | 加碼 |
| 13 | WMT | Walmart Inc | +0.2% | -5.96% | 減碼 |
| 14 | CCJ | Cameco CORP | +0.2% | +42.10% | 加碼 |
| 15 | GNRC | Generac Holdings Inc | +0.2% | +10.61% | 加碼 |
| 16 | NVDA | Nvidia CORP | +0.2% | +16.79% | 加碼 |
| 17 | IBM | Intl Business Machines CORP | +0.2% | -5.58% | 減碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | +879.30% | 加碼 |
| 19 | ILMN | Illumina Inc | +0.1% | +1.54% | 加碼 |
| 20 | PFE | Pfizer Inc | +0.1% | +35.96% | 加碼 |
| 21 | UNP | Union Pacific CORP | +0.1% | +5.92% | 加碼 |
| 22 | TRV | Travelers Cos Inc/the | +0.1% | NEW | 新建倉 |
| 23 | FISV | Fiserv Inc | +0.1% | NEW | 新建倉 |
| 24 | XYZ | Block Inc | +0.1% | NEW | 新建倉 |
| 25 | CSX | Csx CORP | +0.1% | +32.93% | 加碼 |
| 26 | ABBV | Abbvie Inc | +0.1% | +10.55% | 加碼 |
| 27 | IWM | Ishares Russell 2000 ETF | +0.1% | +8.19% | 加碼 |
| 28 | CAT | Caterpillar Inc | +0.1% | -0.18% | 減碼 |
| 29 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +10.53% | 加碼 |
| 30 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +23.24% | 加碼 |
| 31 | UBER | Uber Technologies Inc | 0% | +21.93% | 加碼 |
| 32 | ALL | Allstate CORP | 0% | — | 不變 |
| 33 | BNY | Bank Of New York Mellon CORP | 0% | — | 不變 |
| 34 | VUG | Vanguard Growth ETF | 0% | +15.47% | 加碼 |
| 35 | NFLX | Netflix Inc | 0% | — | 不變 |
| 36 | AXP | American Express Co | 0% | — | 不變 |
| 37 | MCD | Mcdonald's CORP | 0% | -4.77% | 減碼 |
| 38 | BHP | Bhp Group Ltd-spon Adr | 0% | -3.33% | 減碼 |
| 39 | AMD | Advanced Micro Devices | 0% | +2.17% | 加碼 |
| 40 | WRB | Wr Berkley CORP | 0% | +44.37% | 加碼 |
| 41 | VO | Vanguard Mid-cap ETF | 0% | +0.53% | 加碼 |
| 42 | MO | Altria Group Inc | 0% | -0.02% | 減碼 |
| 43 | PEP | Pepsico Inc | 0% | -1.06% | 減碼 |
| 44 | GLD | Spdr Gold Shares | 0% | -9.45% | 減碼 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.37% | 減碼 |
| 46 | CSCO | Cisco Systems Inc | 0% | — | 不變 |
| 47 | PANW | Palo Alto Networks Inc | 0% | +1.81% | 加碼 |
| 48 | FITB | Fifth Third Bancorp | 0% | -12.28% | 減碼 |
| 49 | VFH | Vanguard Financials ETF | 0% | -3.13% | 減碼 |
| 50 | RTX | Rtx CORP | 0% | -9.86% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Fairfield, Bush & Co. 在 Q3 2024 季度的美股持倉總市值約為 US$2.0億，共申報了 111 個公開持股部位。
在 Q3 2024 季度，Fairfield, Bush & Co. 按市值排列的前三大核心持股分別為：MSFT (6.9%)、ADM (5.1%)、AMZN (5.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.9% 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
QCOM
市值: US$415.2萬
本季最大獲利了結 / 清倉標的
NSC
前期市值: US$38.0萬
在 Q3 2024 季度中，Fairfield, Bush & Co. 共進行了 112 項持倉異動，包含新建倉 8 個部位、加碼 29 個部位、減碼 67 個部位以及清倉 8 個部位。 其中最大新建倉標的為 QCOM。 本季清倉部位包含 NSC。
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。