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: 0000928052
申報總市值
US$75.4億
US$75.4億
1118 檔
19.0%
Q3 2024 季度申報顯示，Hm Payson & Co 揭露的美股組合總市值為 US$75.4億，涵蓋 1118 個不同之權益投資部位。
在 Q3 2024，Hm Payson & Co 操作展現出積極擴展與加碼意向。本季共新建倉 0 個新部位，並對 30 個既有持股進行加碼（合計增持 30 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, AVGO）占據了總市值的 19.0%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1118 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 | 6.99% | +0.19% | +3.00% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.68% | -0.39% | +0.58% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 4.56% | +0.49% | +899.93% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.13% | +0.56% | +2.53% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.17% | +0.31% | +1.93% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.51% | +0.09% | +45.94% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.08% | -0.02% | -0.17% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.96% | +0.10% | +1.51% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.93% | -0.09% | -10.53% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.92% | +0.09% | -1.32% | |
| 11 | ACN | Accenture plc | 股票-科技 | 1.87% | -0.60% | +0.36% | |
| 12 | LHX | L3harris Technologies Inc | 股票-工業 | 1.85% | -0.43% | +4.07% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.83% | +0.03% | -0.07% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.69% | -0.29% | +4.40% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.64% | -0.22% | -1.56% | |
| 16 | AME | Ametek Inc | 股票-工業 | 1.55% | +0.04% | +3.92% | |
| 17 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.55% | — | +7.10% | |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.54% | — | +3.55% | |
| 19 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.54% | — | -4.82% | |
| 20 | CDW | Cdw Corp/de | 股票-科技 | 1.52% | -0.08% | +0.42% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | +0.12% | -4.21% | |
| 22 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.38% | -0.23% | +5.17% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.27% | -0.04% | +16.76% | |
| 24 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.25% | -0.09% | -3.42% | |
| 25 | AZO | Autozone Inc | 股票-循環性消費 | 1.19% | -0.16% | -16.91% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.20% | +1.13% | |
| 27 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 1.19% | — | +3.01% | |
| 28 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.17% | — | -5.34% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 1.10% | -0.03% | -1.45% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.07% | -0.22% | -27.17% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | +0.07% | -3.88% | |
| 32 | SPGI | S&p Global Inc | 股票-金融 | 1.06% | -0.14% | -16.05% | |
| 33 | HUBB | Hubbell Inc | 股票-工業 | 1.05% | -0.05% | +88.22% | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.02% | -0.05% | -0.72% | |
| 35 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.02% | -0.02% | +0.47% | |
| 36 | ASML | ASML Holding N.V. | 股票-科技 | 1.01% | +0.62% | +0.81% | |
| 37 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.00% | -0.13% | +1.09% | |
| 38 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.93% | +0.02% | -15.06% | |
| 39 | CAT | Caterpillar Inc | 股票-工業 | 0.88% | -0.33% | +140.06% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.78% | -0.12% | -1.65% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.76% | +0.12% | -0.14% | |
| 42 | AON | Aon plc | 股票-金融 | 0.76% | -0.42% | -18.41% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.70% | +0.08% | +339.08% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.12% | +1.70% | |
| 45 | GD | General Dynamics CORP | 股票-工業 | 0.69% | -0.08% | -1.15% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | -0.06% | +0.19% | |
| 47 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.64% | -0.13% | +10.67% | |
| 48 | TYL | Tyler Technologies Inc | 股票-科技 | 0.63% | -0.08% | +1.23% | |
| 49 | DHR | Danaher CORP | 股票-醫療保健 | 0.63% | -0.14% | -3.44% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.60% | -0.14% | -24.83% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.6% | +45.94% | 加碼 |
| 2 | HUBB | Hubbell Inc | +0.6% | +88.22% | 加碼 |
| 3 | CAT | Caterpillar Inc | +0.6% | +140.06% | 加碼 |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +339.08% | 加碼 |
| 5 | NVT | nVent Electric plc | +0.5% | +109496.50% | 加碼 |
| 6 | AAPL | Apple Inc | +0.5% | +3.00% | 加碼 |
| 7 | WEX | Wex Inc | +0.2% | +61.33% | 加碼 |
| 8 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +189.61% | 加碼 |
| 9 | IBTH | Ishares Ibonds Dec 2027 Term | +0.2% | +4935.95% | 加碼 |
| 10 | ABBV | Abbvie Inc | +0.2% | +1.51% | 加碼 |
| 11 | HD | Home Depot Inc | +0.2% | -0.07% | 減碼 |
| 12 | ACN | Accenture plc | +0.2% | +0.36% | 加碼 |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +4.40% | 加碼 |
| 14 | LOW | Lowe's Cos Inc | +0.2% | +1.09% | 加碼 |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +2504.42% | 加碼 |
| 16 | MA | Mastercard Inc - A | +0.1% | -0.17% | 減碼 |
| 17 | ORCL | Oracle CORP | +0.1% | -0.14% | 減碼 |
| 18 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +1666.35% | 加碼 |
| 19 | LHX | L3harris Technologies Inc | +0.1% | +4.07% | 加碼 |
| 20 | DHI | Dr Horton Inc | +0.1% | -15.06% | 減碼 |
| 21 | AVGO | Broadcom Inc | +0.1% | +899.93% | 加碼 |
| 22 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.56% | 減碼 |
| 23 | TYL | Tyler Technologies Inc | +0.1% | +1.23% | 加碼 |
| 24 | WMT | Walmart Inc | +0.1% | +1.71% | 加碼 |
| 25 | RTX | Rtx CORP | +0.1% | +0.11% | 加碼 |
| 26 | PH | Parker Hannifin CORP | +0.1% | -0.11% | 減碼 |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +10.67% | 加碼 |
| 28 | OTIS | Otis Worldwide CORP | 0% | +0.47% | 加碼 |
| 29 | IBTG | Ishares Ibonds Dec 2026 Term | 0% | +5.17% | 加碼 |
| 30 | MRK | Merck & Co. Inc. | 0% | +16.76% | 加碼 |
| 31 | AME | Ametek Inc | 0% | +3.92% | 加碼 |
| 32 | JNJ | Johnson & Johnson | 0% | -3.88% | 減碼 |
| 33 | TLT | iShares 20+ Year Treasury Bond ETF | 0% | +3.55% | 加碼 |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | EXIT | 清倉 |
| 35 | NSC | Norfolk Southern CORP | -0.1% | -58.99% | 減碼 |
| 36 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -63.54% | 減碼 |
| 37 | NXPI | NXP Semiconductors N.V. | -0.2% | -8.03% | 減碼 |
| 38 | IBTE | Ishares Ibonds Dec 2024 Term | -0.2% | -4.82% | 減碼 |
| 39 | TEX | Terex CORP | -0.2% | -40.89% | 減碼 |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -24.83% | 減碼 |
| 41 | MPC | Marathon Petroleum CORP | -0.2% | -3.42% | 減碼 |
| 42 | AZO | Autozone Inc | -0.2% | -16.91% | 減碼 |
| 43 | MCD | Mcdonald's CORP | -0.2% | -27.17% | 減碼 |
| 44 | ADBE | Adobe Inc | -0.3% | -27.44% | 減碼 |
| 45 | ASML | ASML Holding N.V. | -0.3% | +0.81% | 加碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | -4.21% | 減碼 |
| 47 | LRCXEUR | Lam Research CORP | -0.5% | +7.10% | 加碼 |
| 48 | MSFT | Microsoft CORP | -0.5% | +0.58% | 加碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.6% | +2.53% | 加碼 |
| 50 | LPLA | Lpl Financial Holdings Inc | -1% | -95.90% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hm Payson & Co 在 Q3 2024 季度的美股持倉總市值約為 US$75.4億，共申報了 1118 個公開持股部位。
在 Q3 2024 季度，Hm Payson & Co 按市值排列的前三大核心持股分別為：AAPL (7.0%)、MSFT (5.7%)、AVGO (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.0% 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。
本季最大獲利了結 / 清倉標的
SHV
前期市值: US$401.8萬
在 Q3 2024 季度中，Hm Payson & Co 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 30 個部位、減碼 19 個部位以及清倉 1 個部位。 本季清倉部位包含 SHV。
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。