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: 0000036644
申報總市值
US$35.5億
US$35.5億
303 檔
6.6%
截至 Q3 2024 季度末，First National Bank Of Omaha 的美股持倉估值約為 US$35.5億，全數申報部位共有 303 檔。
First National Bank Of Omaha 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 35 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, JPM）占據了總市值的 6.6%，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 303 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 | 4.72% | -0.25% | -1.98% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.28% | +0.08% | -3.47% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.14% | -0.10% | -8.96% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.93% | +0.26% | -4.50% | |
| 5 | DFAI | Dimensional International Co | ETF-其他 | 1.90% | -0.01% | +997.05% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.71% | +0.30% | -10.84% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.63% | +0.03% | -0.20% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.49% | -0.11% | +3.53% | |
| 9 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.45% | -0.24% | -2.16% | |
| 10 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.41% | -0.19% | +3.02% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | +0.02% | -10.57% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | +0.13% | -0.47% | |
| 13 | BLKCHF | Blackrock Inc | 股票-其他 | 1.07% | — | -2.18% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.06% | -0.35% | -2.12% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.06% | +0.22% | -7.78% | |
| 16 | ✓ | Lebens Family Enterprises Ii | 股票-其他 | 1.01% | — | — | |
| 17 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.99% | -0.16% | -4.17% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.93% | -0.10% | -4.44% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 0.93% | +0.01% | -0.44% | |
| 20 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.93% | -0.01% | -3.70% | |
| 21 | BR | Broadridge Financial Solutio | 股票-科技 | 0.90% | -0.11% | -1.91% | |
| 22 | PTC | Ptc Inc | 股票-科技 | 0.87% | -0.17% | -0.60% | |
| 23 | MCHP | Microchip Technology Inc | 股票-科技 | 0.87% | -0.01% | -3.59% | |
| 24 | MKL | Markel Group Inc | 股票-金融 | 0.84% | -0.15% | -0.33% | |
| 25 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.82% | -0.09% | -12.30% | |
| 26 | TXN | Texas Instruments Inc | 股票-科技 | 0.80% | +0.04% | -2.19% | |
| 27 | EOG | Eog Resources Inc | 股票-能源 | 0.80% | -0.18% | -3.27% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | +0.01% | -7.17% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | -0.24% | -5.61% | |
| 30 | LFUS | Littelfuse Inc | 股票-科技 | 0.76% | -0.07% | -0.42% | |
| 31 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.76% | -0.03% | -1.36% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.75% | +0.03% | -1.65% | |
| 33 | RVTY | Revvity Inc | 股票-醫療保健 | 0.73% | — | -10.63% | |
| 34 | ETN | Eaton Corporation plc | 股票-工業 | 0.72% | -0.06% | -3.04% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.72% | -0.08% | -0.52% | |
| 36 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.71% | — | +6.16% | |
| 37 | ✓ | Hunzeker Holdings, LLC Class | 股票-其他 | 0.70% | — | — | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.70% | -0.19% | -1.68% | |
| 39 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.70% | -0.09% | -2.04% | |
| 40 | ✓ | Mcgoo Partnership, LLP | 股票-其他 | 0.69% | — | — | |
| 41 | PWR | Quanta Services Inc | 股票-工業 | 0.68% | -0.03% | -0.72% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | +0.07% | -8.50% | |
| 43 | UNP | Union Pacific CORP | 股票-工業 | 0.65% | +0.09% | -2.80% | |
| 44 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.65% | -0.02% | -8.24% | |
| 45 | MDT | Medtronic plc | 股票-醫療保健 | 0.64% | +0.06% | -1.30% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.64% | +0.04% | -1.15% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.62% | — | -1.18% | |
| 48 | RTX | Rtx CORP | 股票-工業 | 0.62% | -0.04% | -16.60% | |
| 49 | AMGN | Amgen Inc | 股票-醫療保健 | 0.62% | -0.08% | -5.70% | |
| 50 | ✓ | Townsend Real Estate Fund-e | 股票-其他 | 0.61% | — | -0.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +1.7% | +997.05% | 加碼 |
| 2 | NDAQ | Nasdaq Inc | +0.3% | NEW | 新建倉 |
| 3 | SO | Southern Co/the | +0.2% | NEW | 新建倉 |
| 4 | BAX | Baxter International Inc | +0.2% | NEW | 新建倉 |
| 5 | META | Meta Platforms Inc-class A | +0.2% | +3.53% | 加碼 |
| 6 | AAPL | Apple Inc | +0.2% | -3.47% | 減碼 |
| 7 | BLKCHF | Blackrock Inc | +0.1% | -2.18% | 減碼 |
| 8 | KEYS | Keysight Technologies In | +0.1% | +32.96% | 加碼 |
| 9 | ABT | Abbott Laboratories | +0.1% | +3.02% | 加碼 |
| 10 | PR | Permian Resources Corp-cl A | +0.1% | NEW | 新建倉 |
| 11 | NEE | Nextera Energy Inc | +0.1% | -4.17% | 減碼 |
| 12 | ZTS | Zoetis Inc | +0.1% | +6.16% | 加碼 |
| 13 | JLL | Jones Lang Lasalle Inc | +0.1% | -8.24% | 減碼 |
| 14 | FICO | Fair Isaac CORP | +0.1% | NEW | 新建倉 |
| 15 | LOW | Lowe's Cos Inc | +0.1% | -1.89% | 減碼 |
| 16 | PWR | Quanta Services Inc | +0.1% | -0.72% | 減碼 |
| 17 | ACN | Accenture plc | +0.1% | -1.68% | 減碼 |
| 18 | XEL | Xcel Energy Inc | +0.1% | -2.00% | 減碼 |
| 19 | PCT | Purecycle Technologies Inc | +0.1% | -7.83% | 減碼 |
| 20 | FMC | Fmc CORP | +0.1% | +85.71% | 加碼 |
| 21 | AMT | American Tower CORP | +0.1% | +12.97% | 加碼 |
| 22 | MDT | Medtronic plc | +0.1% | -1.30% | 減碼 |
| 23 | FR | First Industrial Realty Tr | +0.1% | +15.08% | 加碼 |
| 24 | APD | Air Products & Chemicals Inc | +0.1% | -1.57% | 減碼 |
| 25 | VOO | Vanguard S&p 500 ETF | 0% | -0.20% | 減碼 |
| 26 | VTV | Vanguard Value ETF | 0% | -0.44% | 減碼 |
| 27 | AMN | Amn Healthcare Services Inc | -0.1% | -3.48% | 減碼 |
| 28 | PSX | Phillips 66 | -0.1% | -35.45% | 減碼 |
| 29 | MTZ | Mastec Inc | -0.1% | -30.59% | 減碼 |
| 30 | NSSC | Napco Security Technologies | -0.1% | -3.11% | 減碼 |
| 31 | LW | Lamb Weston Holdings Inc | -0.1% | -7.75% | 減碼 |
| 32 | LLY | Eli Lilly & Co | -0.1% | -8.50% | 減碼 |
| 33 | DG | Dollar General CORP | -0.1% | +23.88% | 加碼 |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -1.65% | 減碼 |
| 35 | MKSI | Mks Inc | -0.1% | -0.82% | 減碼 |
| 36 | EW | Edwards Lifesciences CORP | -0.1% | -7.30% | 減碼 |
| 37 | CVX | Chevron CORP | -0.1% | -2.12% | 減碼 |
| 38 | MRO* | Marathon Oil CORP | -0.1% | EXIT | 清倉 |
| 39 | AWK | American Water Works Co Inc | -0.1% | -88.49% | 減碼 |
| 40 | BERYEUR | Berry Global Group Inc | -0.1% | EXIT | 清倉 |
| 41 | SBUX | Starbucks CORP | -0.2% | -56.31% | 減碼 |
| 42 | QCOM | Qualcomm Inc | -0.2% | -7.39% | 減碼 |
| 43 | ✓ | Batten Properties LLC | -0.2% | — | 不變 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.47% | 減碼 |
| 45 | JPM | Jpmorgan Chase & Co | -0.2% | -8.96% | 減碼 |
| 46 | MCHP | Microchip Technology Inc | -0.2% | -3.59% | 減碼 |
| 47 | AMZN | Amazon.com Inc | -0.2% | -4.50% | 減碼 |
| 48 | GOOG | Alphabet Inc-cl C | -0.2% | -7.78% | 減碼 |
| 49 | NVDA | Nvidia CORP | -0.3% | -10.84% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.4% | -1.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，First National Bank Of Omaha 在 Q3 2024 季度的美股持倉總市值約為 US$35.5億，共申報了 303 個公開持股部位。
在 Q3 2024 季度，First National Bank Of Omaha 按市值排列的前三大核心持股分別為：MSFT (4.7%)、AAPL (4.3%)、JPM (2.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.7% 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
NDAQ
市值: US$397.2萬
本季最大獲利了結 / 清倉標的
MRO*
前期市值: US$200.6萬
在 Q3 2024 季度中，First National Bank Of Omaha 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 9 個部位、減碼 33 個部位以及清倉 2 個部位。 其中最大新建倉標的為 NDAQ。 本季清倉部位包含 MRO*。
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。