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: 0001259969
申報總市值
US$41.3億
US$41.3億
1793 檔
18.0%
在 Q3 2024 申報期間，Farmers & Merchants Investments Inc（CIK: 0001259969）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$41.3億，共持有 1793 個公開申報部位。
Q3 2024 數據顯示 Farmers & Merchants Investments Inc 積極進場，新開立 0 個部位並同步加碼 37 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 IVV, VEA, NNI）累計市值佔比達 18.0%，是驅動 Farmers & Merchants Investments Inc 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1793 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.90% | +0.10% | +0.55% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.86% | +0.03% | +1.53% | |
| 3 | NNI | Nelnet Inc-cl A | 股票-其他 | 4.16% | -0.40% | -0.55% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.65% | -0.24% | +1.28% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.58% | -0.15% | +1.62% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.39% | +0.06% | +1.22% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.96% | +0.11% | +1.60% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.29% | -0.21% | +1.61% | |
| 9 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.59% | -0.15% | +1.26% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 1.47% | -0.19% | +5.72% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.46% | -0.10% | +0.24% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.32% | +0.15% | -2.14% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.27% | +0.06% | +889.63% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.21% | -0.33% | +0.28% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.20% | -0.10% | -0.37% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.13% | +0.16% | -1.94% | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.13% | -0.14% | -0.47% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.12% | -0.08% | +1.96% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | -0.02% | +1.36% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 1.05% | +1.63% | -0.43% | |
| 21 | WCC | Wesco International Inc | 股票-工業 | 1.02% | +0.13% | +1.52% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | -0.35% | +1.35% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.92% | -0.17% | +0.19% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | +0.15% | +2.18% | |
| 25 | APH | Amphenol Corp-cl A | 股票-科技 | 0.84% | +0.31% | -0.21% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | -0.08% | +0.30% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | -0.06% | +0.75% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.75% | +0.14% | +0.06% | |
| 29 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.74% | +0.06% | +4.68% | |
| 30 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 0.73% | +0.10% | +8.70% | |
| 31 | ROP | Roper Technologies Inc | 股票-科技 | 0.71% | -0.06% | +1.98% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 0.69% | +0.21% | -0.51% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 0.68% | -0.01% | +0.13% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.68% | -0.13% | -1.30% | |
| 35 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.67% | -0.06% | +0.08% | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 0.66% | -0.02% | +0.98% | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.65% | -0.10% | -0.63% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | -0.01% | +3.21% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.57% | +0.01% | +0.13% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | +0.03% | +1.45% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.55% | -0.19% | -1.17% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.54% | -0.12% | -3.06% | |
| 43 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.54% | +0.14% | -9.38% | |
| 44 | DOV | Dover CORP | 股票-工業 | 0.54% | -0.03% | +0.21% | |
| 45 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.53% | -0.09% | +44.75% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.53% | -0.05% | +2.52% | |
| 47 | AFL | Aflac Inc | 股票-金融 | 0.53% | -0.02% | -1.78% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.21% | +0.93% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | +0.04% | +2.08% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.51% | -0.07% | -2.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NKE | Nike Inc -cl B | +0.2% | +44.75% | 加碼 |
| 2 | NNI | Nelnet Inc-cl A | +0.2% | -0.55% | 減碼 |
| 3 | AAPL | Apple Inc | +0.1% | +1.22% | 加碼 |
| 4 | LOW | Lowe's Cos Inc | +0.1% | -0.47% | 減碼 |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.62% | 加碼 |
| 6 | WMT | Walmart Inc | +0.1% | +0.28% | 加碼 |
| 7 | ORCL | Oracle CORP | +0.1% | -0.37% | 減碼 |
| 8 | PYPL | Paypal Holdings Inc | +0.1% | +2.01% | 加碼 |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.61% | 加碼 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.24% | 加碼 |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +1.96% | 加碼 |
| 12 | AFL | Aflac Inc | +0.1% | -1.78% | 減碼 |
| 13 | NEE | Nextera Energy Inc | +0.1% | +16.67% | 加碼 |
| 14 | MCD | Mcdonald's CORP | +0.1% | -1.30% | 減碼 |
| 15 | MET | Metlife Inc | +0.1% | +2.77% | 加碼 |
| 16 | SBUX | Starbucks CORP | +0.1% | +0.17% | 加碼 |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.53% | 加碼 |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | -1.94% | 減碼 |
| 19 | APD | Air Products & Chemicals Inc | +0.1% | +0.08% | 加碼 |
| 20 | ABBV | Abbvie Inc | +0.1% | +1.45% | 加碼 |
| 21 | RTX | Rtx CORP | +0.1% | +0.27% | 加碼 |
| 22 | FISV | Fiserv Inc | +0.1% | -0.72% | 減碼 |
| 23 | BND | Vanguard Total Bond Market | 0% | +5.72% | 加碼 |
| 24 | BLKCHF | Blackrock Inc | 0% | +1.13% | 加碼 |
| 25 | JNJ | Johnson & Johnson | 0% | +0.30% | 加碼 |
| 26 | ADP | Automatic Data Processing | 0% | +0.06% | 加碼 |
| 27 | PANW | Palo Alto Networks Inc | 0% | +15.03% | 加碼 |
| 28 | CAT | Caterpillar Inc | 0% | +0.53% | 加碼 |
| 29 | ENB | Enbridge Inc | 0% | +0.22% | 加碼 |
| 30 | O | Realty Income CORP | 0% | +6.27% | 加碼 |
| 31 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.60% | 加碼 |
| 32 | CSCO | Cisco Systems Inc | 0% | +0.93% | 加碼 |
| 33 | HD | Home Depot Inc | 0% | -4.26% | 減碼 |
| 34 | IWM | Ishares Russell 2000 ETF | 0% | +2.08% | 加碼 |
| 35 | MDLZ | Mondelez International Inc-a | 0% | — | 不變 |
| 36 | UNP | Union Pacific CORP | 0% | +0.13% | 加碼 |
| 37 | ABT | Abbott Laboratories | 0% | -0.63% | 減碼 |
| 38 | WCC | Wesco International Inc | — | +1.52% | 加碼 |
| 39 | AVGO | Broadcom Inc | 0% | +889.63% | 加碼 |
| 40 | JPM | Jpmorgan Chase & Co | 0% | +1.36% | 加碼 |
| 41 | SLQD | Ishares 0-5 Yr Inv Grd CORP | -0.1% | +1.26% | 加碼 |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.55% | 加碼 |
| 43 | QCOM | Qualcomm Inc | -0.1% | +0.05% | 加碼 |
| 44 | MRK | Merck & Co. Inc. | -0.1% | -1.55% | 減碼 |
| 45 | DELL | Dell Technologies -c | -0.1% | -1.90% | 減碼 |
| 46 | OXY | Occidental Petroleum CORP | -0.1% | +1.35% | 加碼 |
| 47 | GOOG | Alphabet Inc-cl C | -0.1% | +0.06% | 加碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.18% | 加碼 |
| 49 | LLY | Eli Lilly & Co | -0.2% | -2.14% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.4% | +1.28% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Farmers & Merchants Investments Inc 在 Q3 2024 季度的美股持倉總市值約為 US$41.3億，共申報了 1793 個公開持股部位。
在 Q3 2024 季度，Farmers & Merchants Investments Inc 按市值排列的前三大核心持股分別為：IVV (6.9%)、VEA (4.9%)、NNI (4.2%)。其中最大持股部位 IVV 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。
本季最大獲利了結 / 清倉標的
NNI
前期市值: US$1.2億
在 Q3 2024 季度中，Farmers & Merchants Investments Inc 共進行了 49 項持倉異動，包含新建倉 0 個部位、加碼 37 個部位、減碼 12 個部位以及清倉 0 個部位。
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。