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: 0000765207
申報總市值
US$2.5億
US$2.5億
119 檔
19.7%
根據最新整理的 13F 季度數據集，First Bancorp, Inc /ME/ 於 Q4 2024 結束時的管理資產規模為 US$2.5億。該機構在本季度申報了 119 檔美股持倉，呈現出該時期的主要投資地圖。
First Bancorp, Inc /ME/ 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 20 檔持股的同時，亦同步清倉 4 檔並減碼 21 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 FNLC, VO, VEA）占據了總市值的 19.7%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | FNLC | First Bancorp Inc/me | 股票-其他 | 13.60% | -0.18% | +0.11% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.17% | -0.60% | +4.79% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.58% | -0.49% | +2.05% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.88% | -0.22% | -3.98% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.84% | -0.18% | -10.73% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.04% | -0.33% | +1.71% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.35% | -2.69% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.60% | -0.15% | -0.95% | |
| 9 | ETN | Eaton Corporation plc | 股票-工業 | 2.26% | -0.05% | +99.62% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.03% | -0.20% | +14.92% | |
| 11 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.95% | -0.27% | +7.30% | |
| 12 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 1.71% | -0.05% | +4.29% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.67% | -0.10% | -2.94% | |
| 14 | XLF | Ss Financial Select Sector | ETF-其他 | 1.51% | -0.02% | -8.48% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | -0.61% | -3.79% | |
| 16 | VOX | Vanguard Communication Servi | ETF-其他 | 1.32% | -0.20% | -9.00% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.23% | -0.14% | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.14% | -0.05% | -3.69% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.12% | -0.32% | -0.91% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 1.08% | +0.10% | +16.36% | |
| 21 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.04% | +0.07% | -11.03% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.93% | -0.27% | -2.66% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | -0.07% | -3.36% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | -0.06% | -2.63% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.87% | -0.03% | +0.98% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.05% | -0.10% | |
| 27 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.83% | -0.07% | — | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | -0.15% | +1.14% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.82% | -0.07% | — | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.82% | -0.03% | -2.67% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | -0.11% | -3.13% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | -0.07% | — | |
| 33 | GE | General Electric | 股票-工業 | 0.69% | +0.02% | -0.07% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.69% | -0.10% | -3.10% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.67% | -0.05% | — | |
| 36 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.62% | +0.11% | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | — | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | +0.02% | -1.17% | |
| 39 | VDE | Vanguard Energy ETF | ETF-其他 | 0.60% | -0.24% | -2.77% | |
| 40 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.56% | -0.13% | +13.40% | |
| 41 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.54% | -0.09% | -0.40% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.53% | -0.02% | +6.55% | |
| 43 | T | At&t Inc | 股票-通訊服務 | 0.51% | -0.14% | +7.86% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.51% | -0.05% | -6.97% | |
| 45 | WMT | Walmart Inc | 股票-非循環性消費 | 0.51% | -0.15% | -1.21% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.50% | -0.08% | -4.23% | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.49% | -0.14% | -0.16% | |
| 48 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.49% | -0.02% | — | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.47% | -0.12% | — | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.44% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | +1.1% | +99.62% | 加碼 |
| 2 | FNLC | First Bancorp Inc/me | +0.3% | +0.11% | 加碼 |
| 3 | BLK | Blackrock Inc | +0.3% | NEW | 新建倉 |
| 4 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +126.22% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.2% | NEW | 新建倉 |
| 6 | VO | Vanguard Mid-cap ETF | +0.2% | +4.79% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.2% | -2.94% | 減碼 |
| 8 | GLD | Spdr Gold Shares | +0.2% | +67.57% | 加碼 |
| 9 | DFSEUR | Discover Financial Services | +0.2% | NEW | 新建倉 |
| 10 | ZBH | Zimmer Biomet Holdings Inc | +0.2% | +110.41% | 加碼 |
| 11 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +4.29% | 加碼 |
| 12 | VTV | Vanguard Value ETF | +0.1% | +16.36% | 加碼 |
| 13 | CRM | Salesforce Inc | +0.1% | -3.10% | 減碼 |
| 14 | TSLA | Tesla Inc | +0.1% | -7.21% | 減碼 |
| 15 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +14.92% | 加碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.69% | 減碼 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -0.10% | 減碼 |
| 18 | V | Visa Inc-class A Shares | +0.1% | -3.36% | 減碼 |
| 19 | AAPL | Apple Inc | +0.1% | -3.98% | 減碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -2.67% | 減碼 |
| 21 | C | Citigroup Inc | +0.1% | +10.39% | 加碼 |
| 22 | GEV | GE Vernova Inc | +0.1% | +0.62% | 加碼 |
| 23 | WFC | Wells Fargo & Co | +0.1% | -1.18% | 減碼 |
| 24 | VUG | Vanguard Growth ETF | +0.1% | +6.55% | 加碼 |
| 25 | NVDA | Nvidia CORP | +0.1% | -2.63% | 減碼 |
| 26 | VB | Vanguard Small-cap ETF | 0% | +1.71% | 加碼 |
| 27 | VOOV | Vanguard S&p 500 Value ETF | 0% | +7.30% | 加碼 |
| 28 | T | At&t Inc | 0% | +7.86% | 加碼 |
| 29 | ELV | Elevance Health Inc | -0.1% | +4.22% | 加碼 |
| 30 | MRK | Merck & Co. Inc. | -0.1% | -3.16% | 減碼 |
| 31 | MXI | Ishares Global Materials ETF | -0.1% | -3.53% | 減碼 |
| 32 | KO | Coca-cola Co/the | -0.1% | +0.43% | 加碼 |
| 33 | PEP | Pepsico Inc | -0.1% | — | 不變 |
| 34 | NEE | Nextera Energy Inc | -0.1% | -0.68% | 減碼 |
| 35 | AMD | Advanced Micro Devices | -0.1% | +0.63% | 加碼 |
| 36 | CI | THE Cigna Group | -0.1% | -0.83% | 減碼 |
| 37 | IDXX | Idexx Laboratories Inc | -0.1% | -1.94% | 減碼 |
| 38 | VNQ | Vanguard Real Estate ETF | -0.1% | -6.97% | 減碼 |
| 39 | JNJ | Johnson & Johnson | -0.1% | +1.14% | 加碼 |
| 40 | GE | General Electric | -0.1% | -0.07% | 減碼 |
| 41 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | 清倉 |
| 42 | EFA | Ishares Msci Eafe ETF | -0.1% | -2.66% | 減碼 |
| 43 | AMGN | Amgen Inc | -0.2% | EXIT | 清倉 |
| 44 | GIS | General Mills Inc | -0.2% | EXIT | 清倉 |
| 45 | XLV | Ss Health Care Select Sector | -0.2% | — | 不變 |
| 46 | MSFT | Microsoft CORP | -0.2% | -2.69% | 減碼 |
| 47 | XOM | Exxon Mobil CORP | -0.2% | -3.79% | 減碼 |
| 48 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 49 | VGT | Vanguard Info Tech ETF | -0.3% | -10.73% | 減碼 |
| 50 | VEA | Vanguard Ftse Developed ETF | -0.6% | +2.05% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，First Bancorp, Inc /ME/ 在 Q4 2024 季度的美股持倉總市值約為 US$2.5億，共申報了 119 個公開持股部位。
在 Q4 2024 季度，First Bancorp, Inc /ME/ 按市值排列的前三大核心持股分別為：FNLC (13.6%)、VO (6.2%)、VEA (5.6%)。其中最大持股部位 FNLC 佔據整體投資組合約 13.6% 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$36.2萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$34.2萬
在 Q4 2024 季度中，First Bancorp, Inc /ME/ 共進行了 48 項持倉異動，包含新建倉 3 個部位、加碼 20 個部位、減碼 21 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。
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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。