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: 0001009016
申報總市值
US$198.9億
US$198.9億
404 檔
17.3%
Q3 2024 季度申報顯示，Fort Washington Investment Advisors Inc /oh/ 揭露的美股組合總市值為 US$198.9億，涵蓋 404 個不同之權益投資部位。
在 Q3 2024，Fort Washington Investment Advisors Inc /oh/ 展現出較為審慎的避險與獲利了結姿態。本季共減碼 24 個部位並完全清倉 4 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, CTAS, AAPL）占據了總市值的 17.3%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
YETI
市值: US$1950.9萬
本季最大獲利了結 / 清倉標的
VXF
前期市值: US$1599.7萬
僅顯示前 200 大持股（共 404 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 | 5.41% | -0.26% | -0.73% | |
| 2 | CTAS | Cintas CORP | 股票-工業 | 5.32% | -0.34% | +300.00% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.35% | — | -1.29% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.32% | -0.27% | +2.96% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.56% | +0.45% | -0.11% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.40% | +0.27% | +0.48% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.84% | +0.29% | +0.13% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 1.68% | -0.10% | -10.68% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.61% | -0.23% | -1.06% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.57% | -0.07% | -16.80% | |
| 11 | FITB | Fifth Third Bancorp | 股票-金融 | 1.46% | +0.15% | -0.03% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.44% | +0.08% | +3.08% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.43% | -0.52% | -12.59% | |
| 14 | MDT | Medtronic plc | 股票-醫療保健 | 1.43% | -0.22% | -0.98% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.41% | +0.14% | +30.53% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.41% | +0.09% | -0.72% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | -0.65% | -1.05% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | +0.12% | -0.37% | |
| 19 | PM | Philip Morris International | 股票-非循環性消費 | 1.33% | -0.12% | -0.86% | |
| 20 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.31% | -0.11% | -0.84% | |
| 21 | TXN | Texas Instruments Inc | 股票-科技 | 1.29% | -0.31% | -7.25% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.26% | -0.17% | +2.64% | |
| 23 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.25% | +0.09% | -0.21% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 1.21% | -0.05% | -8.81% | |
| 25 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.02% | -0.01% | +19.69% | |
| 26 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.99% | +0.10% | -7.95% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.99% | -0.14% | +36.44% | |
| 28 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.97% | — | -10.22% | |
| 29 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.96% | -0.12% | -2.13% | |
| 30 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.87% | — | +0.60% | |
| 31 | SIO | Touchstone Strtg In Etf-iusd | ETF-其他 | 0.86% | -0.06% | +31.64% | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.80% | -0.20% | +0.24% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.78% | +0.08% | -24.26% | |
| 34 | MKL | Markel Group Inc | 股票-金融 | 0.74% | -0.04% | -0.34% | |
| 35 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.71% | -0.41% | -0.34% | |
| 36 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.68% | -0.05% | -2.32% | |
| 37 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.67% | — | -6.68% | |
| 38 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.64% | +0.06% | -5.78% | |
| 39 | ROP | Roper Technologies Inc | 股票-科技 | 0.64% | -0.04% | — | |
| 40 | TSEC | Touchstone Securitized Inc | ETF-其他 | 0.63% | -0.05% | +45.98% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 0.63% | +0.40% | +824.34% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.62% | +0.35% | +6.58% | |
| 43 | BA | Boeing Co/the | 股票-工業 | 0.59% | -0.01% | +17.42% | |
| 44 | WDAY | Workday Inc-class A | 股票-科技 | 0.58% | -0.05% | -0.54% | |
| 45 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.57% | +0.02% | +21.87% | |
| 46 | HUBB | Hubbell Inc | 股票-工業 | 0.57% | -0.01% | +0.01% | |
| 47 | BLKCHF | Blackrock Inc | 股票-其他 | 0.53% | — | -4.00% | |
| 48 | AFG | American Financial Group Inc | 股票-金融 | 0.49% | — | — | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.49% | -0.01% | -4.71% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.48% | +0.03% | +0.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CTAS | Cintas CORP | +0.5% | +300.00% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +0.3% | +2.96% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.2% | +30.53% | 加碼 |
| 4 | HCA | Hca Healthcare Inc | +0.2% | -0.84% | 減碼 |
| 5 | SIO | Touchstone Strtg In Etf-iusd | +0.2% | +31.64% | 加碼 |
| 6 | SMMD | Ishares Russell 2500 ETF | +0.2% | +92.63% | 加碼 |
| 7 | KMI | Kinder Morgan, Inc. | +0.2% | +534.04% | 加碼 |
| 8 | TSEC | Touchstone Securitized Inc | +0.2% | +45.98% | 加碼 |
| 9 | UNP | Union Pacific CORP | +0.2% | +356.28% | 加碼 |
| 10 | SWK | Stanley Black & Decker Inc | +0.2% | -7.95% | 減碼 |
| 11 | BDX | Becton Dickinson And Co | +0.1% | +19.69% | 加碼 |
| 12 | UNH | Unitedhealth Group Inc | +0.1% | +0.13% | 加碼 |
| 13 | PM | Philip Morris International | +0.1% | -0.86% | 減碼 |
| 14 | FITB | Fifth Third Bancorp | +0.1% | -0.03% | 減碼 |
| 15 | YETI | Yeti Holdings Inc | +0.1% | NEW | 新建倉 |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +0.24% | 加碼 |
| 17 | JLL | Jones Lang Lasalle Inc | +0.1% | -2.32% | 減碼 |
| 18 | DIS | Walt Disney Co/the | +0.1% | +59.19% | 加碼 |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +36.44% | 加碼 |
| 20 | HXL | Hexcel CORP | +0.1% | NEW | 新建倉 |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +159.69% | 加碼 |
| 22 | AAPL | Apple Inc | +0.1% | -1.29% | 減碼 |
| 23 | MDT | Medtronic plc | +0.1% | -0.98% | 減碼 |
| 24 | CINF | Cincinnati Financial CORP | +0.1% | -0.21% | 減碼 |
| 25 | MCHP | Microchip Technology Inc | +0.1% | +271.35% | 加碼 |
| 26 | SSNC | Ss&c Technologies Holdings | +0.1% | -0.34% | 減碼 |
| 27 | MMM | 3m Co | +0.1% | +4.63% | 加碼 |
| 28 | SBUX | Starbucks CORP | +0.1% | -6.68% | 減碼 |
| 29 | HUBB | Hubbell Inc | +0.1% | +0.01% | 加碼 |
| 30 | JNJ | Johnson & Johnson | 0% | -1.06% | 減碼 |
| 31 | RTX | Rtx CORP | 0% | -8.81% | 減碼 |
| 32 | IFF | Intl Flavors & Fragrances | 0% | +0.60% | 加碼 |
| 33 | IVV | Ishares Core S&p 500 ETF | 0% | +3.08% | 加碼 |
| 34 | CRM | Salesforce Inc | 0% | +2.64% | 加碼 |
| 35 | ORCL | Oracle CORP | 0% | -10.68% | 減碼 |
| 36 | CXT | Crane Nxt Co | -0.1% | EXIT | 清倉 |
| 37 | GNTX | Gentex CORP | -0.1% | EXIT | 清倉 |
| 38 | PCRX | Pacira Biosciences Inc | -0.1% | EXIT | 清倉 |
| 39 | VXF | Vanguard Extended Market ETF | -0.1% | EXIT | 清倉 |
| 40 | COR | Cencora Inc | -0.1% | -40.75% | 減碼 |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -97.95% | 減碼 |
| 42 | PSX | Phillips 66 | -0.2% | -45.41% | 減碼 |
| 43 | MU | Micron Technology Inc | -0.2% | -13.71% | 減碼 |
| 44 | KLAC | Kla CORP | -0.2% | -23.35% | 減碼 |
| 45 | QCOM | Qualcomm Inc | -0.2% | -14.90% | 減碼 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -16.80% | 減碼 |
| 47 | VLO | Valero Energy CORP | -0.2% | -56.99% | 減碼 |
| 48 | BMRN | Biomarin Pharmaceutical Inc | -0.2% | -25.64% | 減碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.5% | -0.11% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.7% | -0.73% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Fort Washington Investment Advisors Inc /oh/ 在 Q3 2024 季度的美股持倉總市值約為 US$198.9億，共申報了 404 個公開持股部位。
在 Q3 2024 季度，Fort Washington Investment Advisors Inc /oh/ 按市值排列的前三大核心持股分別為：MSFT (5.4%)、CTAS (5.3%)、AAPL (4.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.4% 的權重。
在 Q3 2024 季度中，Fort Washington Investment Advisors Inc /oh/ 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 20 個部位、減碼 24 個部位以及清倉 4 個部位。 其中最大新建倉標的為 YETI。 本季清倉部位包含 VXF。
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。
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。
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。