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: 0001645890
申報總市值
US$12.7億
US$12.7億
273 檔
15.4%
在 Q3 2024 申報期間，Fiduciary Group, LLC（CIK: 0001645890）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$12.7億，共持有 273 個公開申報部位。
數據顯示 Fiduciary Group, LLC 於 Q3 2024 季度持續回收資金，對 32 個既有部位進行裁減並清倉 1 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, VOO）累計市值佔比達 15.4%，是驅動 Fiduciary Group, LLC 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 273 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 | AAPL | Apple Inc | 股票-科技 | 5.25% | +0.33% | +0.17% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.12% | -0.27% | -1.32% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.01% | +0.40% | -3.20% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.66% | -0.31% | -10.78% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.87% | +0.44% | -0.64% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.58% | -0.11% | -0.75% | |
| 7 | MCO | Moody's CORP | 股票-金融 | 2.26% | -0.10% | -1.02% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.17% | -0.16% | -5.23% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.15% | +0.07% | -3.75% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | +0.02% | -0.82% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.97% | +0.09% | +0.99% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 1.62% | -0.33% | -0.25% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.51% | -0.09% | -0.72% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.48% | -0.02% | -0.71% | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.45% | +1.07% | -1.55% | |
| 16 | UNP | Union Pacific CORP | 股票-工業 | 1.40% | +0.02% | -0.79% | |
| 17 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.31% | -0.18% | -1.29% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.26% | +0.05% | +2.53% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | +0.04% | -0.67% | |
| 20 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.15% | -0.18% | -1.13% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.10% | +0.08% | -5.56% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 1.06% | -0.15% | -1.37% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.05% | -0.11% | +125.70% | |
| 24 | AMGN | Amgen Inc | 股票-醫療保健 | 1.04% | -0.06% | -1.27% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.02% | -0.12% | -1.52% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | +0.18% | -0.20% | |
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 0.99% | -0.23% | +0.94% | |
| 28 | SO | Southern Co/the | 股票-公用事業 | 0.94% | -0.10% | -2.82% | |
| 29 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.93% | -0.01% | -13.41% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | -0.07% | -1.31% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 0.89% | -0.05% | -0.59% | |
| 32 | AMT | American Tower CORP | 股票-房地產 | 0.87% | -0.07% | -2.07% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.84% | -0.02% | -0.91% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.81% | — | +2.26% | |
| 35 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.80% | -0.01% | -1.24% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.80% | -0.05% | -0.91% | |
| 37 | AON | Aon plc | 股票-金融 | 0.79% | -0.04% | -2.67% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | -0.04% | -1.09% | |
| 39 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 0.76% | -0.09% | +106.30% | |
| 40 | BX | Blackstone Inc | 股票-金融 | 0.72% | -0.03% | -1.17% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | -0.09% | -1.25% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.66% | +0.01% | +4.74% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.65% | +0.11% | +0.98% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.65% | — | +7.62% | |
| 45 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.64% | -0.05% | -0.95% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.19% | +0.09% | |
| 47 | HON | Honeywell International Inc | 股票-工業 | 0.63% | -0.57% | EXIT | |
| 48 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.61% | -0.02% | -3.22% | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.60% | -0.12% | -1.50% | |
| 50 | TXN | Texas Instruments Inc | 股票-科技 | 0.60% | +0.09% | -0.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.6% | +125.70% | 加碼 |
| 2 | PAAA | Pgim Aaa Clo ETF | +0.4% | +106.30% | 加碼 |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | +0.3% | +128.90% | 加碼 |
| 4 | AAPL | Apple Inc | +0.2% | +0.17% | 加碼 |
| 5 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +98.53% | 加碼 |
| 6 | IWY | Ishares Russell Top 200 Grow | +0.2% | +131.82% | 加碼 |
| 7 | WMT | Walmart Inc | +0.2% | -0.25% | 減碼 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.75% | 減碼 |
| 9 | HD | Home Depot Inc | +0.1% | -0.71% | 減碼 |
| 10 | RTX | Rtx CORP | +0.1% | -1.37% | 減碼 |
| 11 | SBUX | Starbucks CORP | +0.1% | -1.24% | 減碼 |
| 12 | MCO | Moody's CORP | +0.1% | -1.02% | 減碼 |
| 13 | BX | Blackstone Inc | +0.1% | -1.17% | 減碼 |
| 14 | ORCL | Oracle CORP | +0.1% | -0.91% | 減碼 |
| 15 | AMT | American Tower CORP | +0.1% | -2.07% | 減碼 |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.53% | 加碼 |
| 17 | OSEA | Harbor Intl Compounders ETF | +0.1% | +41.66% | 加碼 |
| 18 | NKE | Nike Inc -cl B | +0.1% | +6.03% | 加碼 |
| 19 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +33.23% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | -0.72% | 減碼 |
| 21 | SO | Southern Co/the | +0.1% | -2.82% | 減碼 |
| 22 | AON | Aon plc | +0.1% | -2.67% | 減碼 |
| 23 | AXP | American Express Co | +0.1% | -0.47% | 減碼 |
| 24 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +4.74% | 加碼 |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +7.62% | 加碼 |
| 26 | META | Meta Platforms Inc-class A | 0% | -1.31% | 減碼 |
| 27 | ISRG | Intuitive Surgical Inc | 0% | -1.13% | 減碼 |
| 28 | MA | Mastercard Inc - A | 0% | -0.59% | 減碼 |
| 29 | KO | Coca-cola Co/the | 0% | -0.91% | 減碼 |
| 30 | DHR | Danaher CORP | 0% | +3.12% | 加碼 |
| 31 | CLX | Clorox Company | 0% | +2.04% | 加碼 |
| 32 | ABBV | Abbvie Inc | 0% | +0.08% | 加碼 |
| 33 | XLV | Ss Health Care Select Sector | 0% | +8.75% | 加碼 |
| 34 | UNP | Union Pacific CORP | 0% | -0.79% | 減碼 |
| 35 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.26% | 加碼 |
| 36 | JPM | Jpmorgan Chase & Co | -0.1% | -0.82% | 減碼 |
| 37 | VEA | Vanguard Ftse Developed ETF | -0.1% | -3.75% | 減碼 |
| 38 | SCHB | Schwab US Broad Market ETF | -0.1% | -35.53% | 減碼 |
| 39 | SCHW | Schwab (charles) CORP | -0.1% | -7.24% | 減碼 |
| 40 | CMCSA | Comcast Corp-class A | -0.1% | -13.41% | 減碼 |
| 41 | BSV | Vanguard Short-term Bond ETF | -0.2% | -32.11% | 減碼 |
| 42 | VOO | Vanguard S&p 500 ETF | -0.2% | -3.20% | 減碼 |
| 43 | RSP | Invesco S&p 500 Equal Weight | -0.2% | -35.85% | 減碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.20% | 減碼 |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -5.23% | 減碼 |
| 46 | SPOT 0 03-15-26債券 | Spotify USA Inc | -0.2% | EXIT | 清倉 |
| 47 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.2% | -29.42% | 減碼 |
| 48 | GOOG | Alphabet Inc-cl C | -0.5% | -0.64% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.5% | -1.32% | 減碼 |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | -0.6% | -10.78% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Fiduciary Group, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$12.7億，共申報了 273 個公開持股部位。
在 Q3 2024 季度，Fiduciary Group, LLC 按市值排列的前三大核心持股分別為：AAPL (5.3%)、MSFT (4.1%)、VOO (4.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.3% 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
SPOT 0 03-15-26
前期市值: US$183.5萬
在 Q3 2024 季度中，Fiduciary Group, LLC 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 SPOT 0 03-15-26。
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。