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: 0000712534
申報總市值
US$28.4億
US$28.4億
406 檔
18.4%
Q3 2024 季度申報顯示，First Merchants CORP 揭露的美股組合總市值為 US$28.4億，涵蓋 406 個不同之權益投資部位。
觀察 Q3 2024 的申報異動，First Merchants CORP 採取了強勁的買進策略，建倉與加碼動作（合計 31 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 FMPW INST MONEY, VFIAX, SRBRX）占據了總市值的 18.4%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 406 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 | ✓ | Fmpw Inst Money | 股票-其他 | 6.40% | -0.68% | +1.46% | |
| 2 | VFIAX | Vanguard 500 Index-adm | 股票-其他 | 4.33% | +0.18% | -2.11% | |
| 3 | SRBRX | Federated Shrt-intrm Ttl-r6 | 股票-其他 | 3.53% | -0.19% | -2.64% | |
| 4 | FTRLX | Fed Herm Ttl Rtrn Bnd-r6 | 股票-其他 | 3.46% | -0.31% | -3.74% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.27% | -0.14% | +0.25% | |
| 6 | VIMAX | Vanguard Mid Cap Index-adm | 股票-其他 | 2.17% | +0.03% | +1.52% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.08% | +0.06% | -0.74% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.90% | +0.37% | -0.16% | |
| 9 | VFSUX | Vanguard S/t Invest Grd-adm | 股票-其他 | 1.73% | -0.09% | -1.71% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.64% | -0.07% | -1.39% | |
| 11 | VEIRX | Vanguard Equity Income-adm | 股票-其他 | 1.48% | -0.03% | -2.49% | |
| 12 | FCNTX | Fidelity Contrafund | 股票-其他 | 1.44% | +0.10% | -2.29% | |
| 13 | VBTLX | Vanguard Ttl Bd Mkt Idx-adm | 股票-其他 | 1.38% | -0.09% | -0.49% | |
| 14 | NUSFX | Northern Ultra-shrt Fix Inc | 股票-其他 | 1.35% | -0.04% | -1.61% | |
| 15 | SFNNX | Schwab Fndmnl Intl Lrg Comp | 股票-其他 | 1.34% | +0.02% | +10.49% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.34% | +0.14% | +859.00% | |
| 17 | VSMAX | Vanguard Sml Cap Indx-adm | 股票-其他 | 1.33% | +0.03% | +0.41% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.30% | +0.07% | -1.28% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.29% | +0.27% | +0.17% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.16% | +0.30% | -0.99% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.07% | +0.14% | +1.20% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.00% | +0.36% | -0.90% | |
| 23 | ✓ | Franklin Electric | 股票-其他 | 0.99% | +0.03% | — | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.91% | +0.05% | +5.76% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.86% | +0.13% | -2.76% | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 0.82% | — | +0.29% | |
| 27 | JMGRX | Janus Hndrsn Enterprise-i | 股票-其他 | 0.81% | +0.08% | +0.68% | |
| 28 | FRME | First Merchants CORP | 股票-其他 | 0.80% | +0.03% | -3.30% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.79% | -0.16% | -1.58% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.77% | +0.01% | +0.95% | |
| 31 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.75% | -0.05% | +0.64% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | +0.12% | +1.14% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.73% | +0.02% | -1.35% | |
| 34 | VIGAX | Vanguard Growth Index-adm | 股票-其他 | 0.73% | +0.02% | +0.22% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.71% | +0.01% | +4.83% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.71% | -0.23% | +2.29% | |
| 37 | VWILX | Vanguard Intl Growth-adm | 股票-其他 | 0.70% | +0.07% | +4.60% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | +0.12% | +0.82% | |
| 39 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.70% | -0.08% | -0.54% | |
| 40 | WCMIX | Wcm Focused Intl Growth-inst | 股票-其他 | 0.70% | +0.03% | -0.65% | |
| 41 | APH | Amphenol Corp-cl A | 股票-科技 | 0.65% | +0.25% | +0.92% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.63% | -0.15% | +1.70% | |
| 43 | MVCKX | Mfs Mid Cap Value Fund-r5 | 股票-其他 | 0.62% | +0.04% | +4.67% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.57% | +0.01% | -3.51% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.55% | -0.05% | -0.33% | |
| 46 | DODIX | Dodge & Cox Income-i | 股票-其他 | 0.55% | -0.12% | +3.11% | |
| 47 | VWIUX | Vanguard I/t Tax Exmpt-adm | 股票-其他 | 0.55% | +0.08% | -1.40% | |
| 48 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.55% | — | -0.19% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.54% | -0.09% | +3.63% | |
| 50 | ✓ | Grant County State | 股票-其他 | 0.53% | -0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | Franklin Electric | +1% | NEW | 新建倉 |
| 2 | BRO | Brown & Brown Inc | +0.3% | +182.64% | 加碼 |
| 3 | HON | Honeywell International Inc | +0.2% | +72.56% | 加碼 |
| 4 | SFNNX | Schwab Fndmnl Intl Lrg Comp | +0.1% | +10.49% | 加碼 |
| 5 | VIMAX | Vanguard Mid Cap Index-adm | +0.1% | +1.52% | 加碼 |
| 6 | WMT | Walmart Inc | +0.1% | +2.29% | 加碼 |
| 7 | LOW | Lowe's Cos Inc | +0.1% | -0.54% | 減碼 |
| 8 | PZIEX | Pzena Emerg Mkts Val-inst | +0.1% | +33.24% | 加碼 |
| 9 | GOTXX | Fed Her Gov Oblig Tax-mn-ins | +0.1% | +588.39% | 加碼 |
| 10 | AAPL | Apple Inc | +0.1% | -0.74% | 減碼 |
| 11 | UNH | Unitedhealth Group Inc | +0.1% | +0.95% | 加碼 |
| 12 | ACN | Accenture plc | +0.1% | +1.70% | 加碼 |
| 13 | BLKCHF | Blackrock Inc | +0.1% | +4.14% | 加碼 |
| 14 | LMT | Lockheed Martin CORP | +0.1% | +3.91% | 加碼 |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +301.59% | 加碼 |
| 16 | IVE | Ishares S&p 500 Value ETF | +0.1% | +4.83% | 加碼 |
| 17 | MVCKX | Mfs Mid Cap Value Fund-r5 | +0.1% | +4.67% | 加碼 |
| 18 | MFAIX | Msif International Adv-i | +0.1% | +5.93% | 加碼 |
| 19 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +7.78% | 加碼 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +7.37% | 加碼 |
| 21 | WCMEX | Wcm Focus Emrg Mrkt-inst | +0.1% | +17.17% | 加碼 |
| 22 | PM | Philip Morris International | +0.1% | +106.00% | 加碼 |
| 23 | VSMAX | Vanguard Sml Cap Indx-adm | 0% | +0.41% | 加碼 |
| 24 | IJR | Ishares Core S&p Small-cap E | 0% | -1.28% | 減碼 |
| 25 | VWILX | Vanguard Intl Growth-adm | 0% | +4.60% | 加碼 |
| 26 | ADP | Automatic Data Processing | 0% | -1.68% | 減碼 |
| 27 | FTNT | Fortinet Inc | 0% | -2.35% | 減碼 |
| 28 | NEE | Nextera Energy Inc | 0% | +1.02% | 加碼 |
| 29 | SPGI | S&p Global Inc | 0% | +5.42% | 加碼 |
| 30 | JMGRX | Janus Hndrsn Enterprise-i | 0% | +0.68% | 加碼 |
| 31 | CB | Chubb Limited | 0% | -0.98% | 減碼 |
| 32 | DHR | Danaher CORP | 0% | +1.32% | 加碼 |
| 33 | FRME | First Merchants CORP | 0% | -3.30% | 減碼 |
| 34 | VEIRX | Vanguard Equity Income-adm | — | -2.49% | 減碼 |
| 35 | SYK | Stryker CORP | — | +0.29% | 加碼 |
| 36 | IVW | Ishares S&p 500 Growth ETF | — | +1.20% | 加碼 |
| 37 | AGG | Ishares Core U.s. Aggregate | 0% | +0.25% | 加碼 |
| 38 | VBTLX | Vanguard Ttl Bd Mkt Idx-adm | 0% | -0.49% | 減碼 |
| 39 | GPC | Genuine Parts Co | -0.1% | -84.20% | 減碼 |
| 40 | SCHW | Schwab (charles) CORP | -0.1% | -0.54% | 減碼 |
| 41 | MCHP | Microchip Technology Inc | -0.1% | -0.52% | 減碼 |
| 42 | VFIAX | Vanguard 500 Index-adm | -0.1% | -2.11% | 減碼 |
| 43 | EW | Edwards Lifesciences CORP | -0.1% | -2.12% | 減碼 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -41.17% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.2% | -1.39% | 減碼 |
| 46 | LRCXEUR | Lam Research CORP | -0.2% | -0.19% | 減碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.17% | 加碼 |
| 48 | GGG | Graco Inc | -0.2% | -82.51% | 減碼 |
| 49 | ✓ | Fmpw Inst Money | -0.3% | +1.46% | 加碼 |
| 50 | FELE | Franklin Electric Co Inc | -0.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，First Merchants CORP 在 Q3 2024 季度的美股持倉總市值約為 US$28.4億，共申報了 406 個公開持股部位。
在 Q3 2024 季度，First Merchants CORP 按市值排列的前三大核心持股分別為：FMPW INST MONEY (6.4%)、VFIAX (4.3%)、SRBRX (3.5%)。其中最大持股部位 FMPW INST MONEY 佔據整體投資組合約 6.4% 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。
本季最大新建倉標的
FRANKLIN ELECTRIC
市值: US$2603.8萬
本季最大獲利了結 / 清倉標的
FELE
前期市值: US$1905.4萬
在 Q3 2024 季度中，First Merchants CORP 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 30 個部位、減碼 18 個部位以及清倉 1 個部位。 其中最大新建倉標的為 FRANKLIN ELECTRIC。 本季清倉部位包含 FELE。
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。