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: 0001056288
申報總市值
US$695.5億
US$695.5億
2019 檔
5.4%
截至 Q2 2024 季度末，Federated Hermes, Inc. 的美股持倉估值約為 US$695.5億，全數申報部位共有 2019 檔。
Federated Hermes, Inc. 在 Q2 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 33 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, NVDA, PM）占據了總市值的 5.4%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2019 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 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.40% | -0.70% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 1.93% | +0.13% | +892.12% | |
| 3 | PM | Philip Morris International | 股票-非循環性消費 | 1.60% | -0.17% | -5.27% | |
| 4 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.48% | -0.27% | -3.83% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.47% | -0.01% | +3.77% | |
| 6 | DUK | Duke Energy CORP | 股票-公用事業 | 1.29% | -0.12% | -2.44% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.27% | +0.65% | -2.32% | |
| 8 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.09% | — | -2.28% | |
| 9 | WING | Wingstop Inc | 股票-循環性消費 | 1.05% | +0.02% | -3.79% | |
| 10 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.03% | -0.02% | +19.62% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.01% | +0.34% | +0.87% | |
| 12 | PFE | Pfizer Inc | 股票-醫療保健 | 0.99% | -0.26% | +3.25% | |
| 13 | AMGN | Amgen Inc | 股票-醫療保健 | 0.98% | +0.06% | -10.50% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.95% | -0.33% | -1.01% | |
| 15 | AEP | American Electric Power | 股票-公用事業 | 0.92% | -0.04% | -4.94% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.91% | -0.61% | +38.64% | |
| 17 | SO | Southern Co/the | 股票-公用事業 | 0.89% | -0.03% | -18.17% | |
| 18 | TFC | Truist Financial CORP | 股票-金融 | 0.87% | -0.48% | -4.79% | |
| 19 | USB | US Bancorp | 股票-金融 | 0.84% | +0.05% | -5.94% | |
| 20 | PNC | Pnc Financial Services Group | 股票-金融 | 0.83% | -0.17% | -4.66% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | -0.19% | -2.57% | |
| 22 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.77% | -0.33% | -5.93% | |
| 23 | TT | Trane Technologies plc | 股票-工業 | 0.75% | -0.03% | -11.55% | |
| 24 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.74% | +0.01% | +86.30% | |
| 25 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 0.74% | — | EXIT | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.74% | +0.20% | +1.83% | |
| 27 | ETR | Entergy CORP | 股票-公用事業 | 0.71% | — | -2.51% | |
| 28 | D | Dominion Energy Inc | 股票-公用事業 | 0.67% | — | -26.30% | |
| 29 | T | At&t Inc | 股票-通訊服務 | 0.66% | -0.02% | -21.52% | |
| 30 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.60% | +0.02% | -39.55% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | -0.27% | -3.50% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | +0.11% | +27.29% | |
| 33 | NOW | Servicenow Inc | 股票-科技 | 0.57% | -0.09% | -0.31% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工業 | 0.56% | — | -6.55% | |
| 35 | AMCR | Amcor plc | 股票-循環性消費 | 0.55% | — | -4.74% | |
| 36 | PPL | Ppl CORP | 股票-公用事業 | 0.53% | -0.01% | -7.79% | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.51% | -0.18% | +51.34% | |
| 38 | BBY | Best Buy Co Inc | 股票-循環性消費 | 0.51% | +0.01% | -5.15% | |
| 39 | GDDY | Godaddy Inc - Class A | 股票-科技 | 0.50% | +0.06% | +35.63% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | -0.10% | -2.87% | |
| 41 | PLD | Prologis Inc | 股票-房地產 | 0.47% | -0.07% | +326.27% | |
| 42 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 0.46% | -0.06% | -0.00% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | -0.14% | -3.45% | |
| 44 | EVRG | Evergy Inc | 股票-公用事業 | 0.44% | -0.03% | +18.80% | |
| 45 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.44% | +0.05% | +0.30% | |
| 46 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.43% | -0.09% | +25.26% | |
| 47 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.42% | -0.02% | -11.49% | |
| 48 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.42% | — | -2.23% | |
| 49 | IDYA | Ideaya Biosciences Inc | 股票-其他 | 0.40% | -0.08% | -0.01% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.40% | -0.15% | +173.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +892.12% | 加碼 |
| 2 | PLD | Prologis Inc | +0.4% | +326.27% | 加碼 |
| 3 | QCOM | Qualcomm Inc | +0.3% | +173.33% | 加碼 |
| 4 | CVX | Chevron CORP | +0.3% | +38.64% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.2% | +51.34% | 加碼 |
| 6 | AAPL | Apple Inc | +0.2% | -2.32% | 減碼 |
| 7 | BMY | Bristol-myers Squibb Co | +0.2% | +86.30% | 加碼 |
| 8 | GDDY | Godaddy Inc - Class A | +0.2% | +35.63% | 加碼 |
| 9 | LLY | Eli Lilly & Co | +0.2% | +27.29% | 加碼 |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +0.87% | 加碼 |
| 11 | PAYC | Paycom Software Inc | +0.2% | +1011.19% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.01% | 減碼 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +3.77% | 加碼 |
| 14 | MSFT | Microsoft CORP | +0.2% | -0.70% | 減碼 |
| 15 | VOO | Vanguard S&P 500 ETF | +0.2% | +32630.20% | 加碼 |
| 16 | XEL | Xcel Energy Inc | +0.2% | +120.21% | 加碼 |
| 17 | BSX | Boston Scientific CORP | +0.1% | +186.98% | 加碼 |
| 18 | GILD | Gilead Sciences Inc | +0.1% | +19.62% | 加碼 |
| 19 | WING | Wingstop Inc | +0.1% | -3.79% | 減碼 |
| 20 | CAG | Conagra Brands Inc | +0.1% | +20.47% | 加碼 |
| 21 | ILMN | Illumina Inc | +0.1% | +511.68% | 加碼 |
| 22 | LYB | LyondellBasell Industries N.V. | -0.1% | -2.28% | 減碼 |
| 23 | SO | Southern Co/the | -0.1% | -18.17% | 減碼 |
| 24 | T | At&t Inc | -0.1% | -21.52% | 減碼 |
| 25 | CSGP | Costar Group Inc | -0.1% | -1.33% | 減碼 |
| 26 | INSP | Inspire Medical Systems Inc | -0.1% | -10.59% | 減碼 |
| 27 | NFE | New Fortress Energy Inc | -0.1% | -4.95% | 減碼 |
| 28 | IDYA | Ideaya Biosciences Inc | -0.1% | -0.01% | 減碼 |
| 29 | ARCT | Arcturus Therapeutics Holdin | -0.1% | -0.03% | 減碼 |
| 30 | FCX | Freeport-mcmoran Inc | -0.1% | -45.10% | 減碼 |
| 31 | DV | Doubleverify Holdings Inc | -0.1% | -33.25% | 減碼 |
| 32 | CCI | Crown Castle Inc | -0.1% | -99.50% | 減碼 |
| 33 | XPO | Xpo Inc | -0.1% | -46.19% | 減碼 |
| 34 | TTEN | Totalenergies Se -spon Adr | -0.1% | -23.13% | 減碼 |
| 35 | NGG | National Grid Plc-sp Adr | -0.1% | -18.26% | 減碼 |
| 36 | GLW | Corning Inc | -0.1% | -97.46% | 減碼 |
| 37 | USB | US Bancorp | -0.1% | -5.94% | 減碼 |
| 38 | DXCM | Dexcom Inc | -0.2% | -11.49% | 減碼 |
| 39 | LULU | Lululemon Athletica Inc | -0.2% | -72.99% | 減碼 |
| 40 | AMD | Advanced Micro Devices | -0.2% | -42.39% | 減碼 |
| 41 | FBIN | Fortune Brands Innovations I | -0.2% | -30.50% | 減碼 |
| 42 | TXN | Texas Instruments Inc | -0.2% | -96.39% | 減碼 |
| 43 | WDAY | Workday Inc-class A | -0.2% | -56.84% | 減碼 |
| 44 | MU | Micron Technology Inc | -0.2% | -53.66% | 減碼 |
| 45 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -93.45% | 減碼 |
| 46 | D | Dominion Energy Inc | -0.2% | -26.30% | 減碼 |
| 47 | PAYX | Paychex Inc | -0.3% | -64.08% | 減碼 |
| 48 | KMB | Kimberly-clark CORP | -0.3% | -39.55% | 減碼 |
| 49 | SWK | Stanley Black & Decker Inc | -0.3% | -93.67% | 減碼 |
| 50 | ✓ | Fusion Pharmaceuticals Inc | -0.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Federated Hermes, Inc. 在 Q2 2024 季度的美股持倉總市值約為 US$695.5億，共申報了 2019 個公開持股部位。
在 Q2 2024 季度，Federated Hermes, Inc. 按市值排列的前三大核心持股分別為：MSFT (2.4%)、NVDA (1.9%)、PM (1.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.4% 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
FUSION PHARMACEUTICALS INC
前期市值: US$2.3億
在 Q2 2024 季度中，Federated Hermes, Inc. 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 17 個部位、減碼 32 個部位以及清倉 1 個部位。 本季清倉部位包含 FUSION PHARMACEUTICALS INC。
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。