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
399 檔
17.3%
在 Q4 2024 申報期間，Fort Washington Investment Advisors Inc /oh/（CIK: 0001009016）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$198.9億，共持有 399 個公開申報部位。
Q4 2024 數據顯示 Fort Washington Investment Advisors Inc /oh/ 積極進場，新開立 4 個部位並同步加碼 27 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 MSFT, CTAS, AAPL）累計市值佔比達 17.3%，是驅動 Fort Washington Investment Advisors Inc /oh/ 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 399 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 | 5.27% | -0.26% | +1.32% | |
| 2 | CTAS | Cintas CORP | 股票-工業 | 4.64% | -0.34% | +0.13% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.47% | — | -2.72% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.33% | -0.27% | -0.01% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.84% | +0.45% | -0.94% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.74% | +0.27% | -1.07% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.60% | +0.29% | +2.29% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 1.59% | -0.10% | -1.25% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 1.56% | +0.09% | +2.15% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.54% | -0.52% | -5.20% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | +0.14% | +0.06% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.53% | +0.08% | +5.75% | |
| 13 | CRM | Salesforce Inc | 股票-科技 | 1.52% | -0.17% | +0.19% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.52% | +0.12% | +0.95% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.47% | -0.23% | +4.14% | |
| 16 | FITB | Fifth Third Bancorp | 股票-金融 | 1.42% | +0.15% | -0.03% | |
| 17 | MDT | Medtronic plc | 股票-醫療保健 | 1.34% | -0.22% | +7.43% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.31% | -0.65% | +4.28% | |
| 19 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.30% | +0.09% | -0.02% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | -0.07% | -15.92% | |
| 21 | PM | Philip Morris International | 股票-非循環性消費 | 1.25% | -0.12% | -3.62% | |
| 22 | TXN | Texas Instruments Inc | 股票-科技 | 1.20% | -0.31% | +4.48% | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.15% | -0.14% | +2.83% | |
| 24 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.08% | -0.01% | +14.48% | |
| 25 | RTX | Rtx CORP | 股票-工業 | 0.98% | -0.05% | -14.31% | |
| 26 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.93% | -0.11% | -1.91% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.91% | +0.40% | +9.48% | |
| 28 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.89% | -0.12% | +5.02% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.87% | -0.20% | +0.70% | |
| 30 | SIO | Touchstone Strtg In Etf-iusd | ETF-其他 | 0.81% | -0.06% | -0.56% | |
| 31 | MKL | Markel Group Inc | 股票-金融 | 0.79% | -0.04% | -0.82% | |
| 32 | BA | Boeing Co/the | 股票-工業 | 0.79% | -0.01% | +17.04% | |
| 33 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.77% | — | -5.60% | |
| 34 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.76% | +0.10% | +7.34% | |
| 35 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.70% | -0.41% | -0.95% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.70% | +0.35% | +0.64% | |
| 37 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.69% | — | +0.25% | |
| 38 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.62% | -0.05% | -0.74% | |
| 39 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.62% | — | +0.28% | |
| 40 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.61% | +0.02% | +4.51% | |
| 41 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.60% | +0.06% | -5.47% | |
| 42 | TSEC | Touchstone Securitized Inc | ETF-其他 | 0.60% | -0.05% | -0.64% | |
| 43 | WDAY | Workday Inc-class A | 股票-科技 | 0.59% | -0.05% | -1.37% | |
| 44 | ROP | Roper Technologies Inc | 股票-科技 | 0.59% | -0.04% | -0.06% | |
| 45 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.55% | +0.05% | +45.69% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.51% | -0.02% | +13.32% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.50% | -0.01% | +9.48% | |
| 48 | AFG | American Financial Group Inc | 股票-金融 | 0.50% | — | +0.59% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | +0.08% | +7.74% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.48% | +0.08% | -36.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 2 | AMAT | Applied Materials Inc | +0.4% | +5872.08% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.3% | -1.07% | 減碼 |
| 4 | SO | Southern Co/the | +0.3% | NEW | 新建倉 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -0.94% | 減碼 |
| 6 | AVGO | Broadcom Inc | +0.3% | +9.48% | 加碼 |
| 7 | CRM | Salesforce Inc | +0.3% | +0.19% | 加碼 |
| 8 | MS | Morgan Stanley | +0.2% | +6665.80% | 加碼 |
| 9 | BA | Boeing Co/the | +0.2% | +17.04% | 加碼 |
| 10 | LIN | Linde plc | +0.2% | +18890.57% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.2% | +0.95% | 加碼 |
| 12 | SMMD | Ishares Russell 2500 ETF | +0.2% | +45.69% | 加碼 |
| 13 | SCHW | Schwab (charles) CORP | +0.2% | +2.83% | 加碼 |
| 14 | C | Citigroup Inc | +0.2% | NEW | 新建倉 |
| 15 | BAC | Bank Of America CORP | +0.2% | +2.15% | 加碼 |
| 16 | PG | Procter & Gamble Co/the | +0.2% | +55.92% | 加碼 |
| 17 | WFC | Wells Fargo & Co | +0.1% | +13.32% | 加碼 |
| 18 | KR | Kroger Co | +0.1% | NEW | 新建倉 |
| 19 | AAPL | Apple Inc | +0.1% | -2.72% | 減碼 |
| 20 | NVDA | Nvidia CORP | +0.1% | +0.06% | 加碼 |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | -5.20% | 減碼 |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.75% | 加碼 |
| 23 | KMI | Kinder Morgan, Inc. | +0.1% | +15.28% | 加碼 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.64% | 加碼 |
| 25 | MCHP | Microchip Technology Inc | +0.1% | +134.46% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +7.74% | 加碼 |
| 27 | BMY | Bristol-myers Squibb Co | +0.1% | +0.70% | 加碼 |
| 28 | LUV | Southwest Airlines Co | +0.1% | +6.48% | 加碼 |
| 29 | PGNY | Progyny Inc | +0.1% | +90.12% | 加碼 |
| 30 | BDX | Becton Dickinson And Co | +0.1% | +14.48% | 加碼 |
| 31 | META | Meta Platforms Inc-class A | 0% | -0.01% | 減碼 |
| 32 | ASH | Ashland Inc | -0.1% | EXIT | 清倉 |
| 33 | TDC | Teradata CORP | -0.1% | EXIT | 清倉 |
| 34 | NEE | Nextera Energy Inc | -0.1% | -5.46% | 減碼 |
| 35 | HUBB | Hubbell Inc | -0.1% | -11.58% | 減碼 |
| 36 | WHR | Whirlpool CORP | -0.1% | EXIT | 清倉 |
| 37 | ASTH | Astrana Health Inc | -0.1% | EXIT | 清倉 |
| 38 | COR | Cencora Inc | -0.1% | -83.86% | 減碼 |
| 39 | JNJ | Johnson & Johnson | -0.1% | +4.14% | 加碼 |
| 40 | IFF | Intl Flavors & Fragrances | -0.2% | +0.25% | 加碼 |
| 41 | 6D8 | Dupont De Nemours Inc | -0.2% | -5.60% | 減碼 |
| 42 | PRU | Prudential Financial Inc | -0.2% | EXIT | 清倉 |
| 43 | RTX | Rtx CORP | -0.2% | -14.31% | 減碼 |
| 44 | SWK | Stanley Black & Decker Inc | -0.2% | +7.34% | 加碼 |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | +2.29% | 加碼 |
| 46 | IBM | Intl Business Machines CORP | -0.3% | -36.36% | 減碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -15.92% | 減碼 |
| 48 | HCA | Hca Healthcare Inc | -0.4% | -1.91% | 減碼 |
| 49 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清倉 |
| 50 | CTAS | Cintas CORP | -0.7% | +0.13% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Fort Washington Investment Advisors Inc /oh/ 在 Q4 2024 季度的美股持倉總市值約為 US$198.9億，共申報了 399 個公開持股部位。
在 Q4 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 (5.3%)、CTAS (4.6%)、AAPL (4.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.3% 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$7421.0萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$8775.8萬
在 Q4 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 4 個部位、加碼 27 個部位、減碼 13 個部位以及清倉 6 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。
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。