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
2054 檔
5.2%
在 Q3 2024 的 13F 官方備案中，Federated Hermes, Inc. 管理的美股投資組合規模來到 US$695.5億，整體持股檔數為 2054 檔。
Q3 2024 數據顯示 Federated Hermes, Inc. 積極進場，新開立 8 個部位並同步加碼 113 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Federated Hermes, Inc. 的前 5 大核心持股（包含 MSFT, NVDA, VZ 等）合計佔整體申報市值的 5.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 2054 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 | 2.00% | -0.40% | -4.96% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 1.73% | +0.13% | -1.55% | |
| 3 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.49% | -0.27% | +0.07% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 1.41% | +0.65% | +8.51% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.34% | -0.01% | +1.94% | |
| 6 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.31% | -0.02% | +12.79% | |
| 7 | PM | Philip Morris International | 股票-非循環性消費 | 1.30% | -0.17% | -26.59% | |
| 8 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.99% | — | -1.46% | |
| 9 | WING | Wingstop Inc | 股票-循環性消費 | 0.96% | +0.02% | -0.00% | |
| 10 | PFE | Pfizer Inc | 股票-醫療保健 | 0.95% | -0.26% | +0.47% | |
| 11 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.95% | +0.01% | +10.82% | |
| 12 | USB | US Bancorp | 股票-金融 | 0.94% | +0.05% | +4.86% | |
| 13 | PNC | Pnc Financial Services Group | 股票-金融 | 0.90% | -0.17% | -2.51% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.89% | -0.33% | +10.69% | |
| 15 | TFC | Truist Financial CORP | 股票-金融 | 0.88% | -0.48% | -1.10% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.84% | -0.19% | +4.54% | |
| 17 | AEP | American Electric Power | 股票-公用事業 | 0.83% | -0.04% | -16.49% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.81% | +0.20% | +2.68% | |
| 19 | PLD | Prologis Inc | 股票-房地產 | 0.81% | -0.07% | +64.11% | |
| 20 | ETR | Entergy CORP | 股票-公用事業 | 0.80% | — | -1.08% | |
| 21 | DUK | Duke Energy CORP | 股票-公用事業 | 0.79% | -0.12% | -42.73% | |
| 22 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.77% | -0.33% | -3.19% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.75% | +0.12% | +86.13% | |
| 24 | TT | Trane Technologies plc | 股票-工業 | 0.73% | -0.03% | -11.17% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.73% | -0.61% | -8.23% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | +0.11% | +38.98% | |
| 27 | AMGN | Amgen Inc | 股票-醫療保健 | 0.70% | +0.06% | -25.42% | |
| 28 | T | At&t Inc | 股票-通訊服務 | 0.69% | -0.02% | -1.84% | |
| 29 | VLTO | Veralto CORP | 股票-工業 | 0.64% | -0.19% | +292.71% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.59% | -0.27% | -1.01% | |
| 31 | SO | Southern Co/the | 股票-公用事業 | 0.58% | -0.03% | -38.75% | |
| 32 | PPL | Ppl CORP | 股票-公用事業 | 0.58% | -0.01% | -1.40% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.57% | -0.18% | +1009.14% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.56% | -0.09% | +78.22% | |
| 35 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 0.55% | -0.06% | -5.31% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.55% | -0.09% | -7.90% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.55% | -0.08% | +161.45% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.54% | -0.10% | +6.92% | |
| 39 | GDDY | Godaddy Inc - Class A | 股票-科技 | 0.53% | +0.06% | +1.73% | |
| 40 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.51% | -0.09% | +14.43% | |
| 41 | PAYX | Paychex Inc | 股票-科技 | 0.49% | -0.05% | +221.44% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.48% | — | -8.62% | |
| 43 | EVRG | Evergy Inc | 股票-公用事業 | 0.46% | -0.03% | -3.71% | |
| 44 | AMCR | Amcor plc | 股票-循環性消費 | 0.44% | — | -25.15% | |
| 45 | BIDU | Baidu Inc - Spon Adr | 股票-通訊服務 | 0.44% | +0.18% | +1.72% | |
| 46 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.42% | — | -4.81% | |
| 47 | SNY | Sanofi-adr | 股票-醫療保健 | 0.42% | -0.13% | +3.48% | |
| 48 | ENB | Enbridge Inc | 股票-能源 | 0.42% | -0.05% | +2.60% | |
| 49 | PWR | Quanta Services Inc | 股票-工業 | 0.41% | +0.23% | +1.37% | |
| 50 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 0.41% | — | +15.48% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VLTO | Veralto CORP | +0.5% | +292.71% | 加碼 |
| 2 | JNJ | Johnson & Johnson | +0.4% | +86.13% | 加碼 |
| 3 | PLD | Prologis Inc | +0.3% | +64.11% | 加碼 |
| 4 | PAYX | Paychex Inc | +0.3% | +221.44% | 加碼 |
| 5 | PEP | Pepsico Inc | +0.3% | +161.45% | 加碼 |
| 6 | WEC | Wec Energy Group Inc | +0.3% | +6309.70% | 加碼 |
| 7 | GILD | Gilead Sciences Inc | +0.3% | +12.79% | 加碼 |
| 8 | CRH | CRH plc | +0.3% | +1722.90% | 加碼 |
| 9 | MS | Morgan Stanley | +0.2% | +78.22% | 加碼 |
| 10 | DEO | Diageo Plc-sponsored Adr | +0.2% | +1809.85% | 加碼 |
| 11 | SN | SharkNinja, Inc. | +0.2% | NEW | 新建倉 |
| 12 | BMY | Bristol-myers Squibb Co | +0.2% | +10.82% | 加碼 |
| 13 | TGT | Target CORP | +0.2% | +634.03% | 加碼 |
| 14 | KIM | Kimco Realty CORP | +0.2% | +3877.15% | 加碼 |
| 15 | LLY | Eli Lilly & Co | +0.2% | +38.98% | 加碼 |
| 16 | KVUE | Kenvue Inc | +0.2% | +39.48% | 加碼 |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | +399.13% | 加碼 |
| 18 | ARE | Alexandria Real Estate Equit | +0.2% | +68554.46% | 加碼 |
| 19 | AAPL | Apple Inc | +0.1% | +8.51% | 加碼 |
| 20 | DDOG | Datadog Inc - Class A | +0.1% | +126.26% | 加碼 |
| 21 | FTNT | Fortinet Inc | +0.1% | +157.06% | 加碼 |
| 22 | ACGL | Arch Capital Group Ltd. | +0.1% | +128.18% | 加碼 |
| 23 | VIK | Viking Holdings Ltd | +0.1% | NEW | 新建倉 |
| 24 | GRAB | Grab Holdings Limited | +0.1% | +1478.02% | 加碼 |
| 25 | USB | US Bancorp | +0.1% | +4.86% | 加碼 |
| 26 | NGG | National Grid Plc-sp Adr | +0.1% | +15.48% | 加碼 |
| 27 | APP | Applovin Corp-class A | +0.1% | +16.40% | 加碼 |
| 28 | BSX | Boston Scientific CORP | +0.1% | +48.94% | 加碼 |
| 29 | ETR | Entergy CORP | +0.1% | -1.08% | 減碼 |
| 30 | HLNE | Hamilton Lane Inc-class A | +0.1% | -5.31% | 減碼 |
| 31 | NVT | nVent Electric plc | +0.1% | +155.81% | 加碼 |
| 32 | AMP | Ameriprise Financial Inc | +0.1% | +14.43% | 加碼 |
| 33 | WPM | Wheaton Precious Metals CORP | +0.1% | +37.41% | 加碼 |
| 34 | AXON | Axon Enterprise Inc | +0.1% | +15.08% | 加碼 |
| 35 | MTB | M & T Bank CORP | +0.1% | +165.76% | 加碼 |
| 36 | TRGP | Targa Resources CORP | +0.1% | +28504.09% | 加碼 |
| 37 | RBRK | Rubrik Inc-a | +0.1% | NEW | 新建倉 |
| 38 | RBLX | Roblox CORP -class A | +0.1% | NEW | 新建倉 |
| 39 | GNRC | Generac Holdings Inc | +0.1% | +2146.79% | 加碼 |
| 40 | ABBV | Abbvie Inc | +0.1% | +2.68% | 加碼 |
| 41 | PNC | Pnc Financial Services Group | +0.1% | -2.51% | 減碼 |
| 42 | XEL | Xcel Energy Inc | +0.1% | +9.31% | 加碼 |
| 43 | KVYO | Klaviyo Inc-a | +0.1% | +16.56% | 加碼 |
| 44 | EXP | Eagle Materials Inc | +0.1% | +1.82% | 加碼 |
| 45 | CAVA | Cava Group Inc | +0.1% | +3.88% | 加碼 |
| 46 | VRT | Vertiv Holdings Co-a | +0.1% | +29.08% | 加碼 |
| 47 | PSA | Public Storage | +0.1% | +19.09% | 加碼 |
| 48 | EME | Emcor Group Inc | +0.1% | +86.61% | 加碼 |
| 49 | VRNA | Verona Pharma PLC - Adr | +0.1% | +0.20% | 加碼 |
| 50 | META | Meta Platforms Inc-class A | +0.1% | +6.92% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Federated Hermes, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$695.5億，共申報了 2054 個公開持股部位。
在 Q3 2024 季度，Federated Hermes, Inc. 按市值排列的前三大核心持股分別為：MSFT (2.0%)、NVDA (1.7%)、VZ (1.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.0% 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
SN
市值: US$9952.0萬
本季最大獲利了結 / 清倉標的
MORFUSD
前期市值: US$3390.0萬
在 Q3 2024 季度中，Federated Hermes, Inc. 共進行了 200 項持倉異動，包含新建倉 8 個部位、加碼 113 個部位、減碼 71 個部位以及清倉 8 個部位。 其中最大新建倉標的為 SN。 本季清倉部位包含 MORFUSD。
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。