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: 0001737090
申報總市值
US$4.6億
US$4.6億
195 檔
26.8%
在 Q4 2024 申報期間，Farmers & Merchants Trust Co of Long Beach（CIK: 0001737090）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$4.6億，共持有 195 個公開申報部位。
從 Q4 2024 申報觀察，Farmers & Merchants Trust Co of Long Beach 採取防禦導向的調倉策略，本季減碼 29 檔個股並出清 4 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 FMBL, AAPL, MSFT）累計市值佔比達 26.8%，是驅動 Farmers & Merchants Trust Co of Long Beach 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 | FMBL | Farmers & Merchants Bank/ca | 股票-其他 | 9.03% | -0.12% | — | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.92% | +0.19% | -2.38% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.60% | -0.43% | -0.41% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.07% | -0.20% | -3.77% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.31% | +0.15% | -2.97% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.24% | -0.48% | -3.36% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.81% | +0.50% | -4.95% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.59% | +0.08% | -1.73% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.42% | -0.23% | +0.68% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.19% | +0.40% | -3.04% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.03% | -0.09% | — | |
| 12 | AXP | American Express Co | 股票-金融 | 1.98% | +0.02% | -2.03% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.96% | -0.11% | -5.14% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.66% | +0.07% | -1.75% | |
| 15 | MSI | Motorola Solutions Inc | 股票-科技 | 1.65% | -0.16% | -5.74% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.49% | -0.47% | -1.76% | |
| 17 | QUCT | Queen City Investments Inc | 股票-其他 | 1.44% | -0.16% | +1.20% | |
| 18 | HON | Honeywell International Inc | 股票-工業 | 1.37% | -1.35% | EXIT | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.31% | -0.40% | -2.13% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 1.27% | — | -2.96% | |
| 21 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.13% | +0.15% | -7.37% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.12% | +0.24% | +5.24% | |
| 23 | AWK | American Water Works Co Inc | 股票-公用事業 | 1.12% | -0.11% | -4.15% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.03% | -0.07% | -1.84% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 0.97% | -0.22% | -0.61% | |
| 26 | DHR | Danaher CORP | 股票-醫療保健 | 0.85% | -0.07% | -1.18% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.83% | +0.75% | +4.04% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | -0.04% | +0.14% | |
| 29 | BA | Boeing Co/the | 股票-工業 | 0.77% | -0.01% | -7.70% | |
| 30 | NOC | Northrop Grumman CORP | 股票-工業 | 0.74% | -0.21% | -6.68% | |
| 31 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.68% | -0.09% | -4.81% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | +0.09% | +0.11% | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 0.56% | -0.04% | -1.36% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.56% | +0.12% | +1.47% | |
| 35 | CI | THE Cigna Group | 股票-醫療保健 | 0.53% | — | — | |
| 36 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.53% | -0.01% | -4.35% | |
| 37 | WM | Waste Management Inc | 股票-工業 | 0.52% | -0.06% | -4.24% | |
| 38 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.52% | -0.03% | +0.64% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.52% | -0.04% | -2.28% | |
| 40 | RSG | Republic Services Inc | 股票-工業 | 0.50% | -0.06% | -5.18% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.50% | -0.01% | +1.52% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.49% | +0.02% | +0.91% | |
| 43 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.49% | +0.08% | -6.67% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.48% | -0.10% | -0.63% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | -0.02% | +0.55% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | -0.03% | +8.59% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.42% | -0.04% | — | |
| 48 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.41% | +0.01% | — | |
| 49 | MMM | 3m Co | 股票-工業 | 0.41% | +0.01% | +0.48% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.41% | +0.18% | +10.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FMBL | Farmers & Merchants Bank/ca | +0.7% | — | 不變 |
| 2 | AAPL | Apple Inc | +0.5% | -2.38% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.5% | -2.97% | 減碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.3% | -1.73% | 減碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -4.95% | 減碼 |
| 6 | AVGO | Broadcom Inc | +0.2% | +4.04% | 加碼 |
| 7 | V | Visa Inc-class A Shares | +0.2% | -1.75% | 減碼 |
| 8 | AXP | American Express Co | +0.2% | -2.03% | 減碼 |
| 9 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 10 | HON | Honeywell International Inc | +0.1% | -1.00% | 減碼 |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +215.47% | 加碼 |
| 12 | WMT | Walmart Inc | +0.1% | -0.61% | 減碼 |
| 13 | TSLA | Tesla Inc | +0.1% | +1.90% | 加碼 |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | -7.37% | 減碼 |
| 15 | NVDA | Nvidia CORP | +0.1% | +10.52% | 加碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +0.11% | 加碼 |
| 17 | TDTF | Flexshares Iboxx 5-year Targ | +0.1% | NEW | 新建倉 |
| 18 | DIS | Walt Disney Co/the | +0.1% | -2.28% | 減碼 |
| 19 | IWM | Ishares Russell 2000 ETF | +0.1% | +5.24% | 加碼 |
| 20 | GSY | Invesco Ultra Short Duration | +0.1% | +36.91% | 加碼 |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | NEW | 新建倉 |
| 22 | BRBR | Bellring Brands Inc | +0.1% | NEW | 新建倉 |
| 23 | BA | Boeing Co/the | +0.1% | -7.70% | 減碼 |
| 24 | QUCT | Queen City Investments Inc | 0% | +1.20% | 加碼 |
| 25 | LLY | Eli Lilly & Co | -0.1% | +1.47% | 加碼 |
| 26 | STX | Seagate Technology Holdings plc | -0.1% | EXIT | 清倉 |
| 27 | ROK | Rockwell Automation Inc | -0.1% | EXIT | 清倉 |
| 28 | AMGN | Amgen Inc | -0.1% | -2.27% | 減碼 |
| 29 | MRK | Merck & Co. Inc. | -0.1% | -20.10% | 減碼 |
| 30 | MPC | Marathon Petroleum CORP | -0.1% | +0.64% | 加碼 |
| 31 | MSFT | Microsoft CORP | -0.1% | -0.41% | 減碼 |
| 32 | LOW | Lowe's Cos Inc | -0.1% | -4.81% | 減碼 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -20.10% | 減碼 |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | EXIT | 清倉 |
| 35 | PFE | Pfizer Inc | -0.1% | -23.69% | 減碼 |
| 36 | ORCL | Oracle CORP | -0.1% | -5.14% | 減碼 |
| 37 | JNJ | Johnson & Johnson | -0.1% | -1.84% | 減碼 |
| 38 | CI | THE Cigna Group | -0.1% | — | 不變 |
| 39 | XOM | Exxon Mobil CORP | -0.1% | -1.76% | 減碼 |
| 40 | MDLZ | Mondelez International Inc-a | -0.1% | -4.35% | 減碼 |
| 41 | NKE | Nike Inc -cl B | -0.1% | -16.14% | 減碼 |
| 42 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清倉 |
| 43 | NOC | Northrop Grumman CORP | -0.2% | -6.68% | 減碼 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -3.77% | 減碼 |
| 45 | DHR | Danaher CORP | -0.2% | -1.18% | 減碼 |
| 46 | NEM | Newmont CORP | -0.2% | -8.43% | 減碼 |
| 47 | EFA | Ishares Msci Eafe ETF | -0.2% | +0.68% | 加碼 |
| 48 | ADBE | Adobe Inc | -0.2% | -2.96% | 減碼 |
| 49 | AWK | American Water Works Co Inc | -0.2% | -4.15% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.4% | -3.04% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Farmers & Merchants Trust Co of Long Beach 在 Q4 2024 季度的美股持倉總市值約為 US$4.6億，共申報了 195 個公開持股部位。
在 Q4 2024 季度，Farmers & Merchants Trust Co of Long Beach 按市值排列的前三大核心持股分別為：FMBL (9.0%)、AAPL (7.9%)、MSFT (6.6%)。其中最大持股部位 FMBL 佔據整體投資組合約 9.0% 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
BLK
市值: US$61.2萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$55.8萬
在 Q4 2024 季度中，Farmers & Merchants Trust Co of Long Beach 共進行了 48 項持倉異動，包含新建倉 4 個部位、加碼 11 個部位、減碼 29 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。