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: 0001940406
申報總市值
US$2.6億
US$2.6億
148 檔
16.2%
在 Q3 2024 的 13F 官方備案中，Greenfield Savings Bank 管理的美股投資組合規模來到 US$2.6億，整體持股檔數為 148 檔。
Q3 2024 數據顯示 Greenfield Savings Bank 積極進場，新開立 6 個部位並同步加碼 24 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 AAPL, MSFT, JPM）累計市值佔比達 16.2%，是驅動 Greenfield Savings Bank 該季度整體投資組合績效表現的核心支柱。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 7.51% | +0.06% | -0.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.59% | -0.45% | +0.63% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.48% | -0.04% | -0.78% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.44% | +0.03% | +2.86% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.24% | -0.36% | -0.48% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.23% | +0.13% | +1.92% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 2.14% | -0.10% | +0.55% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.10% | -0.03% | +4.42% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.09% | +0.04% | +2.50% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.98% | +0.25% | +1.44% | |
| 11 | PGR | Progressive CORP | 股票-金融 | 1.97% | -0.07% | -0.39% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.91% | -0.14% | -2.56% | |
| 13 | AXP | American Express Co | 股票-金融 | 1.69% | -0.01% | +0.09% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.67% | +0.04% | +0.80% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.65% | +0.18% | -3.74% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.64% | +0.25% | +4.59% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.62% | -0.19% | +0.97% | |
| 18 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.41% | -0.23% | +5.23% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 1.35% | -0.29% | -0.31% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | +0.21% | -0.88% | |
| 21 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.31% | +0.06% | -0.15% | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.28% | -0.26% | -0.23% | |
| 23 | CAT | Caterpillar Inc | 股票-工業 | 1.21% | +0.61% | -1.49% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.19% | +0.02% | +9.77% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.15% | -0.10% | -1.82% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.14% | +0.04% | +8.97% | |
| 27 | PM | Philip Morris International | 股票-非循環性消費 | 1.11% | -0.04% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.09% | +0.03% | +0.07% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.45% | -3.11% | |
| 30 | AMAT | Applied Materials Inc | 股票-科技 | 1.02% | +1.36% | +3.33% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.85% | -0.29% | -0.44% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.39% | +3.31% | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.83% | -0.16% | -0.53% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | -0.08% | -0.36% | |
| 35 | MET | Metlife Inc | 股票-金融 | 0.82% | +0.01% | -2.35% | |
| 36 | TXN | Texas Instruments Inc | 股票-科技 | 0.79% | +0.24% | -0.61% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.75% | +0.03% | -4.06% | |
| 38 | STLD | Steel Dynamics Inc | 股票-原物料 | 0.74% | +0.12% | +3.28% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.72% | -0.08% | -1.65% | |
| 40 | PAYX | Paychex Inc | 股票-科技 | 0.70% | -0.03% | -0.02% | |
| 41 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.70% | -0.12% | -0.65% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | +4.68% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.67% | -0.05% | -2.23% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.66% | -0.14% | +3.81% | |
| 45 | HON | Honeywell International Inc | 股票-工業 | 0.66% | -0.64% | EXIT | |
| 46 | DUK | Duke Energy CORP | 股票-公用事業 | 0.66% | -0.09% | -0.40% | |
| 47 | MO | Altria Group Inc | 股票-非循環性消費 | 0.63% | -0.02% | -0.19% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.63% | -0.04% | +15.20% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.63% | -0.04% | +13.96% | |
| 50 | TSLA | Tesla Inc | 股票-循環性消費 | 0.62% | — | +20.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | +0.2% | -0.39% | 減碼 |
| 2 | TSLA | Tesla Inc | +0.2% | +20.66% | 加碼 |
| 3 | NEE | Nextera Energy Inc | +0.2% | +5.23% | 加碼 |
| 4 | LMT | Lockheed Martin CORP | +0.2% | -0.31% | 減碼 |
| 5 | CRM | Salesforce Inc | +0.2% | NEW | 新建倉 |
| 6 | HD | Home Depot Inc | +0.2% | +0.55% | 加碼 |
| 7 | AXP | American Express Co | +0.1% | +0.09% | 加碼 |
| 8 | MCD | Mcdonald's CORP | +0.1% | -0.23% | 減碼 |
| 9 | ABBV | Abbvie Inc | +0.1% | +0.80% | 加碼 |
| 10 | BMY | Bristol-myers Squibb Co | +0.1% | +3.81% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.1% | +1816.44% | 加碼 |
| 12 | RNR | RenaissanceRe Holdings Ltd. | +0.1% | NEW | 新建倉 |
| 13 | ACN | Accenture plc | +0.1% | NEW | 新建倉 |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +9.77% | 加碼 |
| 15 | PM | Philip Morris International | +0.1% | — | 不變 |
| 16 | KO | Coca-cola Co/the | +0.1% | +15.20% | 加碼 |
| 17 | MDLZ | Mondelez International Inc-a | +0.1% | +13.96% | 加碼 |
| 18 | CSX | Csx CORP | +0.1% | NEW | 新建倉 |
| 19 | MDT | Medtronic plc | +0.1% | +72.28% | 加碼 |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | 新建倉 |
| 21 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | NEW | 新建倉 |
| 22 | AAPL | Apple Inc | +0.1% | -0.78% | 減碼 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +0.97% | 加碼 |
| 24 | PHM | Pultegroup Inc | +0.1% | +5.48% | 加碼 |
| 25 | RTX | Rtx CORP | +0.1% | +3.57% | 加碼 |
| 26 | NRG | Nrg Energy Inc | +0.1% | +20.71% | 加碼 |
| 27 | CB | Chubb Limited | +0.1% | +27.12% | 加碼 |
| 28 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.92% | 加碼 |
| 29 | CAT | Caterpillar Inc | +0.1% | -1.49% | 減碼 |
| 30 | ORCL | Oracle CORP | +0.1% | -1.65% | 減碼 |
| 31 | SHW | Sherwin-williams Co/the | +0.1% | — | 不變 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +8.97% | 加碼 |
| 33 | CSCO | Cisco Systems Inc | +0.1% | +3.31% | 加碼 |
| 34 | FTNT | Fortinet Inc | +0.1% | -5.81% | 減碼 |
| 35 | MET | Metlife Inc | +0.1% | -2.35% | 減碼 |
| 36 | UNH | Unitedhealth Group Inc | 0% | -3.74% | 減碼 |
| 37 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.86% | 加碼 |
| 38 | MA | Mastercard Inc - A | 0% | -2.56% | 減碼 |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | +4.59% | 加碼 |
| 40 | TER | Teradyne Inc | -0.1% | EXIT | 清倉 |
| 41 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 42 | ARKK | Ark Innovation ETF | -0.1% | EXIT | 清倉 |
| 43 | BP | Bp Plc-spons Adr | -0.1% | EXIT | 清倉 |
| 44 | DAL | Delta Air Lines Inc | -0.1% | EXIT | 清倉 |
| 45 | INTC | Intel CORP | -0.1% | -2.54% | 減碼 |
| 46 | GIS | General Mills Inc | -0.2% | EXIT | 清倉 |
| 47 | AMAT | Applied Materials Inc | -0.2% | +3.33% | 加碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.88% | 減碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.3% | +1.44% | 加碼 |
| 50 | MSFT | Microsoft CORP | -0.7% | +0.63% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Greenfield Savings Bank 在 Q3 2024 季度的美股持倉總市值約為 US$2.6億，共申報了 148 個公開持股部位。
在 Q3 2024 季度，Greenfield Savings Bank 按市值排列的前三大核心持股分別為：AAPL (7.5%)、MSFT (5.6%)、JPM (2.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.5% 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
CRM
市值: US$37.9萬
本季最大獲利了結 / 清倉標的
GIS
前期市值: US$28.3萬
在 Q3 2024 季度中，Greenfield Savings Bank 共進行了 48 項持倉異動，包含新建倉 6 個部位、加碼 24 個部位、減碼 12 個部位以及清倉 6 個部位。 其中最大新建倉標的為 CRM。 本季清倉部位包含 GIS。
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。