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: 0000922439
申報總市值
US$35.2億
US$35.2億
496 檔
23.8%
在 Q4 2024 的 13F 官方備案中，Hartford Investment Management Co 管理的美股投資組合規模來到 US$35.2億，整體持股檔數為 496 檔。
從 Q4 2024 申報觀察，Hartford Investment Management Co 採取防禦導向的調倉策略，本季減碼 40 檔個股並出清 3 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, MSFT）累計市值佔比達 23.8%，是驅動 Hartford Investment Management Co 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 496 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 | AAPL | Apple Inc | 股票-科技 | 7.67% | -0.05% | -2.39% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.67% | -0.04% | -2.09% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.35% | -0.61% | -1.79% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.16% | — | -1.62% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.59% | -0.32% | -2.02% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 2.28% | -0.03% | -1.18% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.24% | +0.27% | -2.23% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.19% | +0.16% | -1.48% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.84% | +0.20% | -2.49% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.68% | -0.15% | -1.76% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -0.05% | -2.85% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.23% | +0.17% | -1.90% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | -0.02% | +1.61% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | -0.39% | -2.87% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.94% | +0.15% | -2.11% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.87% | -0.08% | -2.39% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.82% | -0.15% | -1.90% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | -0.07% | -1.77% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 0.79% | -0.20% | -1.90% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 0.78% | -0.04% | -1.59% | |
| 21 | NFLX | Netflix Inc | 股票-通訊服務 | 0.77% | -0.26% | -2.24% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | -0.10% | -1.74% | |
| 23 | CRM | Salesforce Inc | 股票-科技 | 0.65% | -0.12% | -3.13% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.64% | +0.01% | -1.78% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | — | -2.93% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.54% | -0.06% | -1.25% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.51% | -0.04% | -2.00% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.49% | -0.21% | -3.50% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.49% | -0.03% | -1.90% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.48% | +0.18% | -2.74% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | -0.04% | -3.99% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.45% | -0.10% | -2.05% | |
| 33 | NOW | Servicenow Inc | 股票-科技 | 0.44% | -0.04% | -1.77% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.42% | -0.09% | -1.75% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | -0.10% | -1.75% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | +0.01% | -1.48% | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.41% | -0.05% | -1.90% | |
| 38 | LIN | Linde plc | 股票-原物料 | 0.40% | -0.04% | -2.72% | |
| 39 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.40% | -0.04% | -1.69% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.40% | +0.89% | -1.54% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.40% | -0.07% | -2.14% | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.40% | -0.05% | -2.52% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.38% | -0.03% | -1.90% | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.38% | -0.08% | -1.29% | |
| 45 | GE | General Electric | 股票-工業 | 0.37% | +0.07% | -1.90% | |
| 46 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.36% | +0.01% | -2.23% | |
| 47 | INTU | Intuit Inc | 股票-科技 | 0.36% | -0.11% | -1.52% | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.35% | +0.17% | -2.23% | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.35% | +0.11% | -1.90% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.06% | -2.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.8% | -1.18% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.6% | -1.62% | 減碼 |
| 3 | AVGO | Broadcom Inc | +0.5% | -1.48% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.5% | -2.09% | 減碼 |
| 5 | AAPL | Apple Inc | +0.3% | -2.39% | 減碼 |
| 6 | BLK | Blackrock Inc | +0.3% | NEW | 新建倉 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.23% | 減碼 |
| 8 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 9 | LRCX | Lam Research CORP | +0.2% | NEW | 新建倉 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -2.49% | 減碼 |
| 11 | V | Visa Inc-class A Shares | +0.2% | +1.61% | 加碼 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | -0.09% | 減碼 |
| 13 | APO | Apollo Global Management Inc | +0.2% | NEW | 新建倉 |
| 14 | NFLX | Netflix Inc | +0.1% | -2.24% | 減碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -2.85% | 減碼 |
| 16 | WDAY | Workday Inc-class A | +0.1% | NEW | 新建倉 |
| 17 | CRM | Salesforce Inc | +0.1% | -3.13% | 減碼 |
| 18 | BA | Boeing Co/the | +0.1% | +25.52% | 加碼 |
| 19 | WFC | Wells Fargo & Co | +0.1% | -3.99% | 減碼 |
| 20 | WMT | Walmart Inc | +0.1% | -1.90% | 減碼 |
| 21 | NOW | Servicenow Inc | +0.1% | -1.77% | 減碼 |
| 22 | DIS | Walt Disney Co/the | +0.1% | -1.90% | 減碼 |
| 23 | GE | General Electric | -0.1% | -1.90% | 減碼 |
| 24 | AMT | American Tower CORP | -0.1% | -1.90% | 減碼 |
| 25 | VZ | Verizon Communications Inc | -0.1% | -1.90% | 減碼 |
| 26 | CVS | Cvs Health CORP | -0.1% | -1.90% | 減碼 |
| 27 | NEE | Nextera Energy Inc | -0.1% | -1.69% | 減碼 |
| 28 | PEP | Pepsico Inc | -0.1% | -1.75% | 減碼 |
| 29 | DHR | Danaher CORP | -0.1% | -1.90% | 減碼 |
| 30 | UBER | Uber Technologies Inc | -0.1% | -1.64% | 減碼 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.76% | 減碼 |
| 32 | ABBV | Abbvie Inc | -0.1% | -1.78% | 減碼 |
| 33 | REGN | Regeneron Pharmaceuticals | -0.1% | -2.74% | 減碼 |
| 34 | ADBE | Adobe Inc | -0.1% | -2.52% | 減碼 |
| 35 | ELV | Elevance Health Inc | -0.1% | -1.90% | 減碼 |
| 36 | AMAT | Applied Materials Inc | -0.1% | -2.17% | 減碼 |
| 37 | AMGN | Amgen Inc | -0.1% | -1.76% | 減碼 |
| 38 | LIN | Linde plc | -0.1% | -2.72% | 減碼 |
| 39 | KO | Coca-cola Co/the | -0.1% | -1.90% | 減碼 |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.1% | -1.69% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | -0.1% | -2.00% | 減碼 |
| 42 | JNJ | Johnson & Johnson | -0.1% | -1.74% | 減碼 |
| 43 | XOM | Exxon Mobil CORP | -0.1% | -2.87% | 減碼 |
| 44 | AMD | Advanced Micro Devices | -0.2% | -1.54% | 減碼 |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | -2.11% | 減碼 |
| 46 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清倉 |
| 47 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清倉 |
| 48 | LLY | Eli Lilly & Co | -0.2% | -1.90% | 減碼 |
| 49 | BLKCHF | Blackrock Inc | -0.3% | EXIT | 清倉 |
| 50 | MSFT | Microsoft CORP | -0.3% | -1.79% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hartford Investment Management Co 在 Q4 2024 季度的美股持倉總市值約為 US$35.2億，共申報了 496 個公開持股部位。
在 Q4 2024 季度，Hartford Investment Management Co 按市值排列的前三大核心持股分別為：AAPL (7.7%)、NVDA (6.7%)、MSFT (6.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.7% 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$922.7萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$833.2萬
在 Q4 2024 季度中，Hartford Investment Management Co 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 2 個部位、減碼 40 個部位以及清倉 3 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。