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: 0001977560
申報總市值
US$17.7億
US$17.7億
527 檔
20.3%
在 Q3 2024 申報期間，Frank, Rimerman Advisors LLC（CIK: 0001977560）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$17.7億，共持有 527 個公開申報部位。
數據顯示 Frank, Rimerman Advisors LLC 於 Q3 2024 季度持續回收資金，對 74 個既有部位進行裁減並清倉 33 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Frank, Rimerman Advisors LLC 的前 5 大核心持股（包含 QQQM, QQQ, AAPL 等）合計佔整體申報市值的 20.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 527 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 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 6.31% | +0.22% | +0.10% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.40% | +0.54% | -0.30% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.38% | -0.05% | -7.54% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.27% | -0.13% | -14.52% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.08% | -0.76% | -5.98% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 3.78% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.19% | -0.05% | -0.11% | |
| 8 | NFLX | Netflix Inc | 股票-通訊服務 | 2.93% | -1.38% | +0.40% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.90% | +0.37% | -6.65% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.06% | -0.05% | -0.66% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.05% | +0.22% | -7.61% | |
| 12 | DUOL | Duolingo | 股票-科技 | 2.00% | — | +0.03% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.88% | -0.25% | -4.57% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.79% | +0.14% | -1.63% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.04% | +0.32% | -6.40% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 0.98% | +0.12% | +725.65% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.91% | +0.13% | +5.05% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.05% | +0.35% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.75% | -0.04% | +1.34% | |
| 20 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.71% | -0.02% | -16.48% | |
| 21 | PRCT | Procept Biorobotics CORP | 股票-其他 | 0.69% | -0.04% | +0.02% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.67% | +0.08% | +9.19% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | -0.12% | +8.57% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.64% | -0.03% | -1.73% | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 0.63% | -0.01% | +8.60% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | -0.04% | -18.23% | |
| 27 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.48% | +0.04% | +11.94% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.59% | EXIT | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | -0.13% | +18.38% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.45% | -0.04% | — | |
| 31 | S | Sentinelone Inc -class A | 股票-科技 | 0.45% | — | +37.13% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | -0.02% | -20.11% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.43% | -0.04% | -0.40% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.41% | -0.03% | +13.64% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.39% | -0.16% | +5.31% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.39% | +0.77% | -8.51% | |
| 37 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.39% | -0.01% | +0.86% | |
| 38 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.38% | -0.07% | +17.08% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.37% | -0.01% | -0.43% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.37% | — | +2.62% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.36% | +0.01% | +0.10% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.34% | -0.04% | +30.19% | |
| 43 | DHR | Danaher CORP | 股票-醫療保健 | 0.34% | -0.02% | +3.59% | |
| 44 | TDG | Transdigm Group Inc | 股票-工業 | 0.33% | +0.12% | -0.21% | |
| 45 | CRM | Salesforce Inc | 股票-科技 | 0.33% | -0.07% | +5.72% | |
| 46 | WMT | Walmart Inc | 股票-非循環性消費 | 0.33% | -0.14% | -11.49% | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.32% | +0.08% | +0.17% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.32% | +0.09% | -15.23% | |
| 49 | AMGN | Amgen Inc | 股票-醫療保健 | 0.31% | -0.02% | +0.72% | |
| 50 | TXN | Texas Instruments Inc | 股票-科技 | 0.31% | +0.11% | +4.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DUOL | Duolingo | +0.5% | +0.03% | 加碼 |
| 2 | IVE | Ishares S&p 500 Value ETF | +0.3% | — | 不變 |
| 3 | TSLA | Tesla Inc | +0.2% | +8.60% | 加碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.11% | 減碼 |
| 5 | PRCT | Procept Biorobotics CORP | +0.2% | +0.02% | 加碼 |
| 6 | S | Sentinelone Inc -class A | +0.2% | +37.13% | 加碼 |
| 7 | NFLX | Netflix Inc | +0.2% | +0.40% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.2% | -4.57% | 減碼 |
| 9 | UNH | Unitedhealth Group Inc | +0.1% | +9.19% | 加碼 |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +0.10% | 加碼 |
| 11 | AAPL | Apple Inc | +0.1% | -7.54% | 減碼 |
| 12 | ACN | Accenture plc | +0.1% | +30.19% | 加碼 |
| 13 | MA | Mastercard Inc - A | +0.1% | +18.38% | 加碼 |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.66% | 減碼 |
| 15 | RDDT | Reddit Inc-cl A | +0.1% | NEW | 新建倉 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.30% | 減碼 |
| 17 | ISRG | Intuitive Surgical Inc | +0.1% | +17.08% | 加碼 |
| 18 | SPGI | S&p Global Inc | +0.1% | +31.66% | 加碼 |
| 19 | JNJ | Johnson & Johnson | +0.1% | +13.64% | 加碼 |
| 20 | IWC | Ishares Micro-cap ETF | +0.1% | +11.94% | 加碼 |
| 21 | USB | US Bancorp | +0.1% | +69.94% | 加碼 |
| 22 | PCAR | Paccar Inc | +0.1% | +50.39% | 加碼 |
| 23 | COST | Costco Wholesale CORP | +0.1% | +8.57% | 加碼 |
| 24 | HD | Home Depot Inc | +0.1% | +5.31% | 加碼 |
| 25 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +1.34% | 加碼 |
| 26 | MCHP | Microchip Technology Inc | +0.1% | +291.54% | 加碼 |
| 27 | MS | Morgan Stanley | +0.1% | +21.07% | 加碼 |
| 28 | PH | Parker Hannifin CORP | +0.1% | +21.49% | 加碼 |
| 29 | MPWR | Monolithic Power Systems Inc | +0.1% | +198.35% | 加碼 |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +13.60% | 加碼 |
| 31 | ABBV | Abbvie Inc | +0.1% | +2.62% | 加碼 |
| 32 | PFG | Principal Financial Group | +0.1% | NEW | 新建倉 |
| 33 | NEE | Nextera Energy Inc | +0.1% | +14.79% | 加碼 |
| 34 | AXP | American Express Co | +0.1% | +9.30% | 加碼 |
| 35 | PLTR | Palantir Technologies Inc-a | +0.1% | +91.54% | 加碼 |
| 36 | CAT | Caterpillar Inc | +0.1% | +0.17% | 加碼 |
| 37 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 38 | GILD | Gilead Sciences Inc | +0.1% | +7.55% | 加碼 |
| 39 | DHR | Danaher CORP | +0.1% | +3.59% | 加碼 |
| 40 | HCA | Hca Healthcare Inc | +0.1% | -0.12% | 減碼 |
| 41 | PM | Philip Morris International | 0% | +1.56% | 加碼 |
| 42 | SYK | Stryker CORP | 0% | +33.80% | 加碼 |
| 43 | TT | Trane Technologies plc | 0% | +19.73% | 加碼 |
| 44 | SWKS | Skyworks Solutions Inc | 0% | NEW | 新建倉 |
| 45 | DDS | Dillards Inc-cl A | 0% | NEW | 新建倉 |
| 46 | OKE | Oneok Inc | 0% | +50.83% | 加碼 |
| 47 | KLAC | Kla CORP | 0% | +53.42% | 加碼 |
| 48 | MCD | Mcdonald's CORP | 0% | +0.09% | 加碼 |
| 49 | VWO | Vanguard Ftse Emerging Marke | 0% | — | 不變 |
| 50 | SBUX | Starbucks CORP | 0% | +18.22% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Frank, Rimerman Advisors LLC 在 Q3 2024 季度的美股持倉總市值約為 US$17.7億，共申報了 527 個公開持股部位。
在 Q3 2024 季度，Frank, Rimerman Advisors LLC 按市值排列的前三大核心持股分別為：QQQM (6.3%)、QQQ (5.4%)、AAPL (5.4%)。其中最大持股部位 QQQM 佔據整體投資組合約 6.3% 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
RDDT
市值: US$147.9萬
本季最大獲利了結 / 清倉標的
KEL
前期市值: US$170.6萬
在 Q3 2024 季度中，Frank, Rimerman Advisors LLC 共進行了 191 項持倉異動，包含新建倉 10 個部位、加碼 74 個部位、減碼 74 個部位以及清倉 33 個部位。 其中最大新建倉標的為 RDDT。 本季清倉部位包含 KEL。
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。