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: 0000883782
申報總市值
US$32.7億
US$32.7億
665 檔
14.7%
截至 Q4 2024 季度末，Fulton Bank, N.a. 的美股持倉估值約為 US$32.7億，全數申報部位共有 665 檔。
Fulton Bank, N.a. 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 5 個全新部位及加碼 17 檔持股的同時，亦同步清倉 7 檔並減碼 21 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 VINIX, TRLGX, GSIMX）占據了總市值的 14.7%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
BLK
市值: US$277.5萬
本季最大獲利了結 / 清倉標的
PCBIX
前期市值: US$5623.2萬
僅顯示前 200 大持股（共 665 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 | VINIX | Vanguard Inst Index-inst | 股票-其他 | 6.64% | +0.03% | +4.70% | |
| 2 | TRLGX | T Rowe Pr Lrg Cap Grw-i | 股票-其他 | 3.28% | -0.03% | -0.04% | |
| 3 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | 股票-其他 | 3.03% | -0.58% | -0.75% | |
| 4 | AFVZX | Applied Finance Select-inst | 股票-其他 | 2.84% | -0.03% | +0.68% | |
| 5 | SVFYX | Smead Value Fund-y | 股票-其他 | 2.78% | -0.19% | -2.11% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.75% | -0.06% | -1.79% | |
| 7 | VFIAX | Vanguard 500 Index-adm | 股票-其他 | 2.70% | -0.13% | +1.83% | |
| 8 | JGASX | Jpmorgan Growth Advantag-i | 股票-其他 | 2.51% | +0.03% | +0.75% | |
| 9 | VDIGX | Vanguard Dividend Growth-inv | 股票-其他 | 2.31% | -0.07% | +0.38% | |
| 10 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | 股票-其他 | 2.29% | +0.07% | -1.11% | |
| 11 | PMAQX | Principal Midcap Fund-r6 | 股票-其他 | 2.13% | -0.16% | +11177.53% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | -0.23% | +0.51% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | +0.03% | -0.82% | |
| 14 | VIGAX | Vanguard Growth Index-adm | 股票-其他 | 1.75% | +0.03% | -3.92% | |
| 15 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 股票-其他 | 1.64% | -0.23% | +0.73% | |
| 16 | FULT | Fulton Financial CORP | 股票-金融 | 1.52% | +0.02% | -0.79% | |
| 17 | VIMAX | Vanguard Mid Cap Index-adm | 股票-其他 | 1.51% | -0.04% | -1.11% | |
| 18 | JLGMX | Jpmorgan Large Cap Grow-r6 | 股票-其他 | 1.46% | -0.06% | -0.60% | |
| 19 | VSMAX | Vanguard Sml Cap Indx-adm | 股票-其他 | 1.30% | — | -2.82% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.29% | +0.01% | -3.59% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.20% | -0.02% | +0.66% | |
| 22 | UBVLX | Undisc Mgrs Behav Val-l | 股票-其他 | 1.18% | -0.04% | +2.85% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.13% | -0.22% | +44.67% | |
| 24 | VTMGX | Vanguard Dev Mkt Indx-adm | 股票-其他 | 1.12% | -0.05% | +0.79% | |
| 25 | CIVIX | Causeway Intl Val-inst | 股票-其他 | 1.08% | -0.01% | -0.99% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.05% | -0.13% | -4.24% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.97% | +0.09% | +15.60% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.91% | +0.13% | -3.86% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | +0.07% | +9.70% | |
| 30 | DNSMX | Driehaus Small Cap Grow-inst | 股票-其他 | 0.86% | +0.15% | +6.91% | |
| 31 | VVIAX | Vanguard Value Index-adm | 股票-其他 | 0.85% | -0.04% | -1.98% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | -0.01% | -4.18% | |
| 33 | JVMIX | Jh Iii Disc Mid Cap Val-i | 股票-其他 | 0.72% | -0.01% | -0.49% | |
| 34 | EGFIX | Edgewood Growth Fund-inst | 股票-其他 | 0.68% | -0.21% | EXIT | |
| 35 | MA | Mastercard Inc - A | 股票-金融 | 0.63% | -0.07% | -0.85% | |
| 36 | SFLNX | Schwab Fndmntl US Lrg Comp | 股票-其他 | 0.61% | -0.02% | +9.77% | |
| 37 | JMGMX | Jpmorgan Mid Cap Growth-r6 | 股票-其他 | 0.59% | -0.02% | +8.84% | |
| 38 | TILVX | Nuveen Lrg Cap Val Indx F-r6 | 股票-其他 | 0.59% | +0.01% | -0.50% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | +0.15% | +4.09% | |
| 40 | MISMX | Matthews Emrg Mrk Sm Co-inst | 股票-其他 | 0.51% | +0.08% | -2.27% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | -2.74% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.44% | +0.08% | +9.51% | |
| 43 | VMVAX | Vanguard M/c Val Indx-adm | 股票-其他 | 0.43% | -0.04% | +0.92% | |
| 44 | TSLA | Tesla Inc | 股票-循環性消費 | 0.40% | -0.01% | +18.61% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | -0.02% | -6.24% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.39% | -0.03% | -0.25% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | +0.01% | -2.12% | |
| 48 | NFLX | Netflix Inc | 股票-通訊服務 | 0.38% | -0.15% | -2.41% | |
| 49 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.36% | +0.03% | +11.22% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.34% | -0.03% | +19.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PMAQX | Principal Midcap Fund-r6 | +2.1% | +11177.53% | 加碼 |
| 2 | VINIX | Vanguard Inst Index-inst | +0.4% | +4.70% | 加碼 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.4% | +44.67% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.3% | +9.70% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.2% | +0.66% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.2% | +18.61% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.2% | -0.82% | 減碼 |
| 8 | AAPL | Apple Inc | +0.2% | -1.79% | 減碼 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +15.60% | 加碼 |
| 10 | VFIAX | Vanguard 500 Index-adm | +0.1% | +1.83% | 加碼 |
| 11 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 12 | CBRE | Cbre Group Inc - A | +0.1% | +342.00% | 加碼 |
| 13 | FULT | Fulton Financial CORP | +0.1% | -0.79% | 減碼 |
| 14 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +4.09% | 加碼 |
| 16 | AMAT | Applied Materials Inc | +0.1% | +221.81% | 加碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.86% | 減碼 |
| 18 | APTV | Aptiv PLC | +0.1% | NEW | 新建倉 |
| 19 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | +0.1% | -1.11% | 減碼 |
| 20 | NFLX | Netflix Inc | +0.1% | -2.41% | 減碼 |
| 21 | APP | Applovin Corp-class A | +0.1% | +12.07% | 加碼 |
| 22 | OAZIX | Oakmark International-r6 | +0.1% | NEW | 新建倉 |
| 23 | BMO | Bank Of Montreal | +0.1% | NEW | 新建倉 |
| 24 | VZ | Verizon Communications Inc | 0% | -6.25% | 減碼 |
| 25 | IWD | Ishares Russell 1000 Value E | -0.1% | -4.18% | 減碼 |
| 26 | TGT | Target CORP | -0.1% | -13.58% | 減碼 |
| 27 | OANIX | Oakmark International-inst | -0.1% | EXIT | 清倉 |
| 28 | URI | United Rentals Inc | -0.1% | -7.74% | 減碼 |
| 29 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 30 | REGN | Regeneron Pharmaceuticals | -0.1% | -9.10% | 減碼 |
| 31 | KLAC | Kla CORP | -0.1% | +0.60% | 加碼 |
| 32 | BCE | Bce Inc | -0.1% | EXIT | 清倉 |
| 33 | DHI | Dr Horton Inc | -0.1% | -16.62% | 減碼 |
| 34 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 35 | HST | Host Hotels & Resorts Inc | -0.1% | -78.07% | 減碼 |
| 36 | JOHIX | Johcm International Sel-inst | -0.1% | -16.89% | 減碼 |
| 37 | MISMX | Matthews Emrg Mrk Sm Co-inst | -0.1% | -2.27% | 減碼 |
| 38 | VTMGX | Vanguard Dev Mkt Indx-adm | -0.1% | +0.79% | 加碼 |
| 39 | JVMIX | Jh Iii Disc Mid Cap Val-i | -0.1% | -0.49% | 減碼 |
| 40 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清倉 |
| 41 | APTV | Aptiv PLC | -0.1% | EXIT | 清倉 |
| 42 | GQGIX | Gqg Part Emerg Mkts Eq-inst | -0.1% | +0.73% | 加碼 |
| 43 | MCHP | Microchip Technology Inc | -0.2% | -72.35% | 減碼 |
| 44 | AFVZX | Applied Finance Select-inst | -0.2% | +0.68% | 加碼 |
| 45 | EGFIX | Edgewood Growth Fund-inst | -0.2% | -11.29% | 減碼 |
| 46 | CIVIX | Causeway Intl Val-inst | -0.2% | -0.99% | 減碼 |
| 47 | SVFYX | Smead Value Fund-y | -0.3% | -2.11% | 減碼 |
| 48 | VDIGX | Vanguard Dividend Growth-inv | -0.3% | +0.38% | 加碼 |
| 49 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | -0.6% | -0.75% | 減碼 |
| 50 | PCBIX | Principal Midcap Fund-inst | -2.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Fulton Bank, N.a. 在 Q4 2024 季度的美股持倉總市值約為 US$32.7億，共申報了 665 個公開持股部位。
在 Q4 2024 季度，Fulton Bank, N.a. 按市值排列的前三大核心持股分別為：VINIX (6.6%)、TRLGX (3.3%)、GSIMX (3.0%)。其中最大持股部位 VINIX 佔據整體投資組合約 6.6% 的權重。
在 Q4 2024 季度中，Fulton Bank, N.a. 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 17 個部位、減碼 21 個部位以及清倉 7 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 PCBIX。
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。