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: 0000937589
申報總市值
US$36.1億
US$36.1億
254 檔
15.9%
在 Q3 2024 申報期間，Heritage Investors Management CORP（CIK: 0000937589）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$36.1億，共持有 254 個公開申報部位。
從 Q3 2024 申報觀察，Heritage Investors Management CORP 採取防禦導向的調倉策略，本季減碼 31 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Heritage Investors Management CORP 的前 5 大核心持股（包含 AAPL, MSFT, AVGO 等）合計佔整體申報市值的 15.9%，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 254 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 | 5.68% | +0.06% | -1.77% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.33% | -0.29% | -0.29% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.49% | +0.27% | +891.82% | |
| 4 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.36% | +2.43% | -1.54% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.32% | +0.31% | +0.50% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 2.25% | -0.12% | -1.93% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.23% | +0.25% | -1.00% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.11% | +0.09% | +8.45% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.03% | +0.06% | +0.70% | |
| 10 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.95% | +0.03% | +0.24% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 1.76% | — | +0.65% | |
| 12 | CAT | Caterpillar Inc | 股票-工業 | 1.70% | +0.58% | -4.11% | |
| 13 | CRM | Salesforce Inc | 股票-科技 | 1.61% | -0.24% | +4.35% | |
| 14 | AXP | American Express Co | 股票-金融 | 1.53% | — | -3.15% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.02% | -2.56% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.45% | -0.32% | -3.55% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.31% | +0.26% | -1.76% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.27% | -0.12% | +1.96% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.21% | +0.52% | -0.92% | |
| 20 | BLKCHF | Blackrock Inc | 股票-其他 | 1.20% | — | -2.33% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.19% | -0.02% | -3.44% | |
| 22 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.16% | -0.34% | -1.53% | |
| 23 | MLM | Martin Marietta Materials | 股票-原物料 | 1.14% | -0.10% | +0.39% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.09% | -0.19% | +0.59% | |
| 25 | RTX | Rtx CORP | 股票-工業 | 1.09% | -0.17% | -3.54% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.07% | -0.08% | +3.76% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.05% | +0.06% | -3.65% | |
| 28 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.04% | -0.20% | +2.64% | |
| 29 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.02% | -0.10% | +1.37% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.99% | -0.03% | -3.05% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.98% | +0.02% | -1.24% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.94% | -0.11% | +0.95% | |
| 33 | MS | Morgan Stanley | 股票-金融 | 0.91% | +0.10% | -2.24% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.89% | -0.04% | -1.81% | |
| 35 | FDX | Fedex CORP | 股票-工業 | 0.83% | -0.23% | -2.28% | |
| 36 | EQIX | Equinix Inc | 股票-房地產 | 0.83% | -0.03% | -0.03% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.83% | -0.16% | +15.16% | |
| 38 | SYF | Synchrony Financial | 股票-金融 | 0.80% | -0.03% | -1.62% | |
| 39 | AMT | American Tower CORP | 股票-房地產 | 0.80% | -0.08% | +0.97% | |
| 40 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.79% | — | +10.74% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.79% | -0.28% | +1.21% | |
| 42 | COF | Capital One Financial CORP | 股票-金融 | 0.71% | — | -2.43% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.70% | -0.01% | -3.07% | |
| 44 | C | Citigroup Inc | 股票-金融 | 0.70% | +0.04% | -2.64% | |
| 45 | COP | Conocophillips | 股票-能源 | 0.70% | -0.25% | +2.89% | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.69% | -0.02% | -0.09% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.68% | -0.10% | -0.57% | |
| 48 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.68% | +0.02% | -3.91% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.66% | -0.15% | +3.63% | |
| 50 | YUMC | Yum China Holdings Inc | 股票-循環性消費 | 0.65% | -0.16% | -1.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +0.2% | +0.65% | 加碼 |
| 2 | AAPL | Apple Inc | +0.2% | -1.77% | 減碼 |
| 3 | YUMC | Yum China Holdings Inc | +0.2% | -1.01% | 減碼 |
| 4 | MCD | Mcdonald's CORP | +0.1% | +0.59% | 加碼 |
| 5 | NKE | Nike Inc -cl B | +0.1% | +2.64% | 加碼 |
| 6 | WMT | Walmart Inc | +0.1% | -3.55% | 減碼 |
| 7 | BLKCHF | Blackrock Inc | +0.1% | -2.33% | 減碼 |
| 8 | CAT | Caterpillar Inc | +0.1% | -4.11% | 減碼 |
| 9 | AXP | American Express Co | +0.1% | -3.15% | 減碼 |
| 10 | RTX | Rtx CORP | +0.1% | -3.54% | 減碼 |
| 11 | ACN | Accenture plc | +0.1% | +10.72% | 加碼 |
| 12 | AMT | American Tower CORP | +0.1% | +0.97% | 加碼 |
| 13 | MA | Mastercard Inc - A | +0.1% | -1.93% | 減碼 |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | -1.76% | 減碼 |
| 15 | CRM | Salesforce Inc | +0.1% | +4.35% | 加碼 |
| 16 | EQIX | Equinix Inc | +0.1% | -0.03% | 減碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | -0.92% | 減碼 |
| 18 | PYPL | Paypal Holdings Inc | +0.1% | -2.48% | 減碼 |
| 19 | NEE | Nextera Energy Inc | +0.1% | +2.24% | 加碼 |
| 20 | EXK | Exact Sciences CORP | +0.1% | -2.02% | 減碼 |
| 21 | ZTS | Zoetis Inc | +0.1% | -1.53% | 減碼 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +0.95% | 加碼 |
| 23 | APD | Air Products & Chemicals Inc | +0.1% | -0.22% | 減碼 |
| 24 | AVGO | Broadcom Inc | +0.1% | +891.82% | 加碼 |
| 25 | NOW | Servicenow Inc | +0.1% | -0.09% | 減碼 |
| 26 | IQV | Iqvia Holdings Inc | +0.1% | +2.60% | 加碼 |
| 27 | LMT | Lockheed Martin CORP | +0.1% | -5.89% | 減碼 |
| 28 | IBM | Intl Business Machines CORP | +0.1% | -5.47% | 減碼 |
| 29 | TMO | Thermo Fisher Scientific Inc | 0% | -1.81% | 減碼 |
| 30 | ADP | Automatic Data Processing | 0% | -3.07% | 減碼 |
| 31 | BMY | Bristol-myers Squibb Co | 0% | -0.30% | 減碼 |
| 32 | NVDA | Nvidia CORP | 0% | +8.45% | 加碼 |
| 33 | T | At&t Inc | 0% | -2.95% | 減碼 |
| 34 | ABBV | Abbvie Inc | 0% | -3.88% | 減碼 |
| 35 | ADBE | Adobe Inc | 0% | +15.16% | 加碼 |
| 36 | KO | Coca-cola Co/the | 0% | -3.67% | 減碼 |
| 37 | META | Meta Platforms Inc-class A | 0% | -4.67% | 減碼 |
| 38 | GS | Goldman Sachs Group Inc | 0% | -3.65% | 減碼 |
| 39 | VB | Vanguard Small-cap ETF | — | -3.44% | 減碼 |
| 40 | MAR | Marriott International -cl A | 0% | +0.24% | 加碼 |
| 41 | MCK | Mckesson CORP | -0.1% | +1.31% | 加碼 |
| 42 | MRK | Merck & Co. Inc. | -0.1% | +3.76% | 加碼 |
| 43 | TROW | T Rowe Price Group Inc | -0.1% | -3.91% | 減碼 |
| 44 | BA | Boeing Co/the | -0.1% | +3.70% | 加碼 |
| 45 | INTC | Intel CORP | -0.2% | +1.14% | 加碼 |
| 46 | FDX | Fedex CORP | -0.2% | -2.28% | 減碼 |
| 47 | AMZN | Amazon.com Inc | -0.2% | +0.70% | 加碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.3% | +0.50% | 加碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.4% | -1.00% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.4% | -0.29% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Heritage Investors Management CORP 在 Q3 2024 季度的美股持倉總市值約為 US$36.1億，共申報了 254 個公開持股部位。
在 Q3 2024 季度，Heritage Investors Management CORP 按市值排列的前三大核心持股分別為：AAPL (5.7%)、MSFT (4.3%)、AVGO (3.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.7% 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。
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$1.6億
在 Q3 2024 季度中，Heritage Investors Management CORP 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 19 個部位、減碼 31 個部位以及清倉 0 個部位。
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。