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
255 檔
17.6%
根據最新整理的 13F 季度數據集，Heritage Investors Management CORP 於 Q4 2024 結束時的管理資產規模為 US$36.1億。該機構在本季度申報了 255 檔美股持倉，呈現出該時期的主要投資地圖。
Heritage Investors Management CORP 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 1 個全新部位及加碼 21 檔持股的同時，亦同步清倉 1 檔並減碼 27 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, AVGO, MSFT）占據了總市值的 17.6%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 255 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 | 5.95% | +0.06% | +0.59% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.48% | +0.27% | -1.48% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.12% | -0.29% | +0.26% | |
| 4 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.42% | +2.43% | +97.70% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.57% | +0.31% | -0.01% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.45% | +0.25% | -0.52% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.32% | +0.06% | +0.18% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.30% | -0.12% | -0.80% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.23% | +0.09% | -1.70% | |
| 10 | MAR | Marriott International -cl A | 股票-循環性消費 | 2.10% | +0.03% | -1.05% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 1.90% | -0.24% | -0.26% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | -0.02% | -0.62% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.63% | — | -0.34% | |
| 14 | AXP | American Express Co | 股票-金融 | 1.58% | — | -2.13% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.55% | -0.32% | -1.35% | |
| 16 | CAT | Caterpillar Inc | 股票-工業 | 1.52% | +0.58% | -0.60% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.43% | -0.12% | +0.01% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.30% | +0.52% | -0.46% | |
| 19 | ✓ | 股票-其他 | 1.24% | — | — | ||
| 20 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.16% | +0.06% | -1.17% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.16% | -0.02% | -0.94% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.12% | +0.26% | +1.88% | |
| 23 | MLM | Martin Marietta Materials | 股票-原物料 | 1.06% | -0.10% | +0.64% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.05% | +0.02% | -0.79% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 1.05% | +0.10% | -1.31% | |
| 26 | RTX | Rtx CORP | 股票-工業 | 1.01% | -0.17% | -0.18% | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.01% | -0.19% | -0.04% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.98% | -0.08% | +8.49% | |
| 29 | SYF | Synchrony Financial | 股票-金融 | 0.98% | -0.03% | -2.61% | |
| 30 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.97% | -0.34% | +3.54% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.96% | -0.03% | -0.66% | |
| 32 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.92% | -0.10% | +7.74% | |
| 33 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.87% | -0.20% | +1.10% | |
| 34 | EQIX | Equinix Inc | 股票-房地產 | 0.86% | -0.03% | +0.43% | |
| 35 | FDX | Fedex CORP | 股票-工業 | 0.84% | -0.23% | +0.95% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | -0.11% | +2.20% | |
| 37 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.82% | -0.04% | +13.06% | |
| 38 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.81% | — | +0.93% | |
| 39 | COF | Capital One Financial CORP | 股票-金融 | 0.80% | — | -1.58% | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 0.80% | -0.02% | +0.23% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.77% | -0.16% | +11.59% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.76% | -0.28% | +0.97% | |
| 43 | C | Citigroup Inc | 股票-金融 | 0.75% | +0.04% | -1.96% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.71% | -0.01% | -2.02% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.68% | -0.10% | -0.64% | |
| 46 | BA | Boeing Co/the | 股票-工業 | 0.68% | -0.04% | +3.53% | |
| 47 | YUMC | Yum China Holdings Inc | 股票-循環性消費 | 0.67% | -0.16% | -1.41% | |
| 48 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.66% | +0.02% | -3.18% | |
| 49 | COP | Conocophillips | 股票-能源 | 0.66% | -0.25% | +4.00% | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.65% | -0.15% | +12.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.2% | NEW | 新建倉 | |
| 2 | AVGO | Broadcom Inc | +1% | -1.48% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.3% | +0.18% | 加碼 |
| 4 | CRM | Salesforce Inc | +0.3% | -0.26% | 減碼 |
| 5 | AAPL | Apple Inc | +0.3% | +0.59% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.01% | 減碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -0.52% | 減碼 |
| 8 | SYF | Synchrony Financial | +0.2% | -2.61% | 減碼 |
| 9 | DIS | Walt Disney Co/the | +0.2% | +0.01% | 加碼 |
| 10 | MAR | Marriott International -cl A | +0.2% | -1.05% | 減碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -0.62% | 減碼 |
| 12 | MS | Morgan Stanley | +0.1% | -1.31% | 減碼 |
| 13 | NVDA | Nvidia CORP | +0.1% | -1.70% | 減碼 |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | -1.17% | 減碼 |
| 15 | NOW | Servicenow Inc | +0.1% | +0.23% | 加碼 |
| 16 | WMT | Walmart Inc | +0.1% | -1.35% | 減碼 |
| 17 | BA | Boeing Co/the | +0.1% | +3.53% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -0.46% | 減碼 |
| 19 | COF | Capital One Financial CORP | +0.1% | -1.58% | 減碼 |
| 20 | MSTR | Strategy Inc | +0.1% | -0.45% | 減碼 |
| 21 | BAC | Bank Of America CORP | +0.1% | -0.79% | 減碼 |
| 22 | PANW | Palo Alto Networks Inc | +0.1% | +97.70% | 加碼 |
| 23 | MA | Mastercard Inc - A | +0.1% | -0.80% | 減碼 |
| 24 | AXP | American Express Co | +0.1% | -2.13% | 減碼 |
| 25 | C | Citigroup Inc | +0.1% | -1.96% | 減碼 |
| 26 | V | Visa Inc-class A Shares | +0.1% | +1.48% | 加碼 |
| 27 | MCK | Mckesson CORP | 0% | +0.16% | 加碼 |
| 28 | EQIX | Equinix Inc | 0% | +0.43% | 加碼 |
| 29 | PPLI | People Inc | -0.1% | -17.15% | 減碼 |
| 30 | EXK | Exact Sciences CORP | -0.1% | -18.98% | 減碼 |
| 31 | IQV | Iqvia Holdings Inc | -0.1% | +9.61% | 加碼 |
| 32 | CMCSA | Comcast Corp-class A | -0.1% | -0.18% | 減碼 |
| 33 | ADM | Archer-daniels-midland Co | -0.1% | -1.91% | 減碼 |
| 34 | INTC | Intel CORP | -0.1% | -4.38% | 減碼 |
| 35 | LMT | Lockheed Martin CORP | -0.1% | +1.44% | 加碼 |
| 36 | 6D8 | Dupont De Nemours Inc | -0.1% | -0.51% | 減碼 |
| 37 | NEE | Nextera Energy Inc | -0.1% | +1.55% | 加碼 |
| 38 | MRK | Merck & Co. Inc. | -0.1% | +8.49% | 加碼 |
| 39 | PFE | Pfizer Inc | -0.1% | -8.97% | 減碼 |
| 40 | STZ | Constellation Brands Inc-a | -0.1% | +7.74% | 加碼 |
| 41 | JNJ | Johnson & Johnson | -0.1% | +2.20% | 加碼 |
| 42 | AMGN | Amgen Inc | -0.1% | +0.16% | 加碼 |
| 43 | HD | Home Depot Inc | -0.1% | -0.34% | 減碼 |
| 44 | AMT | American Tower CORP | -0.2% | +3.89% | 加碼 |
| 45 | NKE | Nike Inc -cl B | -0.2% | +1.10% | 加碼 |
| 46 | CAT | Caterpillar Inc | -0.2% | -0.60% | 減碼 |
| 47 | ZTS | Zoetis Inc | -0.2% | +3.54% | 加碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.2% | +1.88% | 加碼 |
| 49 | MSFT | Microsoft CORP | -0.2% | +0.26% | 加碼 |
| 50 | BLKCHF | Blackrock Inc | -1.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Heritage Investors Management CORP 在 Q4 2024 季度的美股持倉總市值約為 US$36.1億，共申報了 255 個公開持股部位。
在 Q4 2024 季度，Heritage Investors Management CORP 按市值排列的前三大核心持股分別為：AAPL (6.0%)、AVGO (4.5%)、MSFT (4.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.0% 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
市值: US$3850.5萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$3601.0萬
在 Q4 2024 季度中，Heritage Investors Management CORP 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 21 個部位、減碼 27 個部位以及清倉 1 個部位。 其中最大新建倉標的為 。 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。