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: 0001291422
申報總市值
US$17.9億
US$17.9億
166 檔
22.9%
在 Q3 2024 申報期間，First American Bank（CIK: 0001291422）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$17.9億，共持有 166 個公開申報部位。
觀察 Q3 2024 的資金脈絡，First American Bank 在獲利結算 2 檔個股的同時，將資本重新部署至 4 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，First American Bank 的前 5 大核心持股（包含 AAPL, MSFT, AVGO 等）合計佔整體申報市值的 22.9%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 11.11% | +0.17% | +0.89% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.14% | -0.55% | -0.63% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 4.67% | +0.49% | +863.36% | |
| 4 | PEP | Pepsico Inc | 股票-非循環性消費 | 3.96% | -0.65% | -0.13% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.62% | +0.39% | -6.26% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.38% | +0.54% | -2.35% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.22% | +0.10% | +0.47% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.17% | +0.07% | +0.62% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.37% | +0.02% | -1.41% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | -0.02% | +0.26% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.74% | +0.17% | -1.53% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.67% | +0.04% | -2.23% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.66% | -0.17% | +0.92% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.65% | -0.13% | -1.57% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.55% | -0.07% | +0.69% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.51% | -0.24% | -2.46% | |
| 17 | DHR | Danaher CORP | 股票-醫療保健 | 1.45% | -0.10% | +0.05% | |
| 18 | CTAS | Cintas CORP | 股票-工業 | 1.42% | -0.12% | +296.67% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.28% | -0.44% | -0.20% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.25% | -0.11% | +0.69% | |
| 21 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.23% | -0.16% | -0.17% | |
| 22 | ETN | Eaton Corporation plc | 股票-工業 | 1.22% | +0.07% | -4.08% | |
| 23 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.18% | +0.14% | +2.23% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | -0.08% | +0.21% | |
| 25 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.09% | -0.21% | -2.23% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 1.03% | -0.28% | +1.39% | |
| 27 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.96% | -0.12% | — | |
| 28 | ADI | Analog Devices Inc | 股票-科技 | 0.93% | +0.13% | -0.02% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.92% | +0.18% | +0.83% | |
| 30 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.91% | +0.02% | -0.42% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.87% | -0.31% | -2.57% | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 0.84% | -0.24% | +12.50% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 0.84% | -0.01% | -1.67% | |
| 34 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.78% | -0.20% | -5.84% | |
| 35 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.75% | +0.57% | -4.45% | |
| 36 | TT | Trane Technologies plc | 股票-工業 | 0.74% | +0.03% | -1.46% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.72% | +0.15% | -4.52% | |
| 38 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.67% | -0.02% | -1.13% | |
| 39 | HON | Honeywell International Inc | 股票-工業 | 0.66% | -0.57% | EXIT | |
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 0.64% | +0.02% | -0.18% | |
| 41 | NOC | Northrop Grumman CORP | 股票-工業 | 0.63% | -0.25% | -0.68% | |
| 42 | AEP | American Electric Power | 股票-公用事業 | 0.61% | -0.05% | +1.44% | |
| 43 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.60% | — | +1.13% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.58% | +0.01% | +0.79% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | +0.04% | +1.20% | |
| 46 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.55% | — | -4.20% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | +0.08% | -0.06% | |
| 48 | AMAT | Applied Materials Inc | 股票-科技 | 0.53% | +0.76% | +0.12% | |
| 49 | BA | Boeing Co/the | 股票-工業 | 0.52% | -0.01% | -7.42% | |
| 50 | CCI | Crown Castle Inc | 股票-房地產 | 0.52% | — | +6.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +0.89% | 加碼 |
| 2 | HD | Home Depot Inc | +0.2% | +0.69% | 加碼 |
| 3 | LOW | Lowe's Cos Inc | +0.2% | -0.17% | 減碼 |
| 4 | ICE | Intercontinental Exchange In | +0.2% | +12.50% | 加碼 |
| 5 | DE | Deere & Co | +0.2% | NEW | 新建倉 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | +0.92% | 加碼 |
| 7 | CTAS | Cintas CORP | +0.2% | +296.67% | 加碼 |
| 8 | WMT | Walmart Inc | +0.2% | +1.39% | 加碼 |
| 9 | UNH | Unitedhealth Group Inc | +0.1% | -1.53% | 減碼 |
| 10 | ABBV | Abbvie Inc | +0.1% | -2.23% | 減碼 |
| 11 | ACN | Accenture plc | +0.1% | -2.46% | 減碼 |
| 12 | VST | Vistra CORP | +0.1% | NEW | 新建倉 |
| 13 | DHR | Danaher CORP | +0.1% | +0.05% | 加碼 |
| 14 | CCI | Crown Castle Inc | +0.1% | +6.59% | 加碼 |
| 15 | KRE | Ss Spdr S&p Regional Bank | +0.1% | NEW | 新建倉 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.69% | 加碼 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.21% | 加碼 |
| 18 | CMS | Cms Energy CORP | +0.1% | +10.82% | 加碼 |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | +2.23% | 加碼 |
| 20 | NOC | Northrop Grumman CORP | +0.1% | -0.68% | 減碼 |
| 21 | TT | Trane Technologies plc | +0.1% | -1.46% | 減碼 |
| 22 | PNC | Pnc Financial Services Group | +0.1% | -0.18% | 減碼 |
| 23 | AEP | American Electric Power | +0.1% | +1.44% | 加碼 |
| 24 | MA | Mastercard Inc - A | +0.1% | NEW | 新建倉 |
| 25 | ORCL | Oracle CORP | +0.1% | — | 不變 |
| 26 | RTX | Rtx CORP | +0.1% | +1.93% | 加碼 |
| 27 | AMGN | Amgen Inc | +0.1% | +24.10% | 加碼 |
| 28 | NDAQ | Nasdaq Inc | +0.1% | +37.22% | 加碼 |
| 29 | UNP | Union Pacific CORP | 0% | -1.67% | 減碼 |
| 30 | APD | Air Products & Chemicals Inc | 0% | -4.20% | 減碼 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +0.83% | 加碼 |
| 32 | MRSH | Marsh & Mclennan Cos | 0% | — | 不變 |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +0.26% | 加碼 |
| 34 | PG | Procter & Gamble Co/the | 0% | -1.57% | 減碼 |
| 35 | V | Visa Inc-class A Shares | 0% | -1.41% | 減碼 |
| 36 | AVGO | Broadcom Inc | 0% | +863.36% | 加碼 |
| 37 | PEP | Pepsico Inc | -0.1% | -0.13% | 減碼 |
| 38 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清倉 |
| 39 | MPC | Marathon Petroleum CORP | -0.1% | -8.50% | 減碼 |
| 40 | SCHW | Schwab (charles) CORP | -0.1% | -14.72% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | -0.1% | -4.96% | 減碼 |
| 42 | AMAT | Applied Materials Inc | -0.1% | +0.12% | 加碼 |
| 43 | CVX | Chevron CORP | -0.1% | -2.57% | 減碼 |
| 44 | BA | Boeing Co/the | -0.2% | -7.42% | 減碼 |
| 45 | SLB | Slb LTD | -0.2% | EXIT | 清倉 |
| 46 | AMZN | Amazon.com Inc | -0.2% | +0.62% | 加碼 |
| 47 | EW | Edwards Lifesciences CORP | -0.3% | -1.13% | 減碼 |
| 48 | LLY | Eli Lilly & Co | -0.5% | -6.26% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.6% | -0.63% | 減碼 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.6% | -2.35% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，First American Bank 在 Q3 2024 季度的美股持倉總市值約為 US$17.9億，共申報了 166 個公開持股部位。
在 Q3 2024 季度，First American Bank 按市值排列的前三大核心持股分別為：AAPL (11.1%)、MSFT (6.1%)、AVGO (4.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.1% 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
DE
市值: US$231.2萬
本季最大獲利了結 / 清倉標的
SLB
前期市值: US$253.5萬
在 Q3 2024 季度中，First American Bank 共進行了 48 項持倉異動，包含新建倉 4 個部位、加碼 21 個部位、減碼 21 個部位以及清倉 2 個部位。 其中最大新建倉標的為 DE。 本季清倉部位包含 SLB。
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。