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: 0001665446
申報總市值
US$4.6億
US$4.6億
80 檔
50.9%
截至 Q3 2024 季度末，Home Federal Bank Of Tennessee 的美股持倉估值約為 US$4.6億，全數申報部位共有 80 檔。
觀察 Q3 2024 的申報異動，Home Federal Bank Of Tennessee 採取了強勁的買進策略，建倉與加碼動作（合計 35 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 IVV, IVE, LLY）占據了總市值的 50.9%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 37.47% | -0.31% | -0.59% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 22.25% | -1.41% | +0.36% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.30% | +0.33% | -1.97% | |
| 4 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.52% | -0.03% | -2.38% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 1.96% | -0.08% | -3.77% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | -0.14% | +0.50% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 1.36% | -0.04% | +0.28% | |
| 8 | RTX | Rtx CORP | 股票-工業 | 1.31% | -0.21% | +1.04% | |
| 9 | ADI | Analog Devices Inc | 股票-科技 | 1.25% | +0.12% | +1.06% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.16% | -0.01% | +0.84% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | +0.09% | +0.95% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.08% | -0.03% | +0.26% | |
| 13 | WM | Waste Management Inc | 股票-工業 | 1.04% | -0.15% | -0.25% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.02% | +0.01% | +1.84% | |
| 15 | HON | Honeywell International Inc | 股票-工業 | 1.00% | -0.89% | EXIT | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.94% | — | -0.31% | |
| 17 | ADP | Automatic Data Processing | 股票-科技 | 0.86% | -0.01% | +1.40% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | -0.06% | +0.77% | |
| 19 | DUK | Duke Energy CORP | 股票-公用事業 | 0.79% | -0.13% | -16.32% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.71% | +1.02% | +7.70% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.67% | -0.11% | +1.48% | |
| 22 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.66% | -0.11% | +3.05% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.64% | -0.14% | +1.65% | |
| 24 | ENB | Enbridge Inc | 股票-能源 | 0.63% | -0.09% | +1.60% | |
| 25 | NSC | Norfolk Southern CORP | 股票-工業 | 0.59% | -0.03% | +1.68% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.55% | -0.01% | +4.34% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.55% | -0.21% | +2.18% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | -0.02% | — | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.53% | -0.01% | -1.87% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.50% | -0.04% | +1.91% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.50% | +0.06% | +2.61% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | -0.17% | +1.86% | |
| 33 | MMM | 3m Co | 股票-工業 | 0.45% | -0.01% | +1.22% | |
| 34 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.44% | +0.02% | +2.34% | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.42% | -0.10% | -11.72% | |
| 36 | IP | International Paper Co | 股票-循環性消費 | 0.40% | -0.02% | +2.64% | |
| 37 | COP | Conocophillips | 股票-能源 | 0.40% | -0.12% | +1.79% | |
| 38 | CARR | Carrier Global CORP | 股票-工業 | 0.40% | +0.03% | +3.41% | |
| 39 | RF | Regions Financial CORP | 股票-金融 | 0.40% | — | -0.08% | |
| 40 | WY | Weyerhaeuser Co | 股票-房地產 | 0.38% | -0.01% | +2.27% | |
| 41 | VMC | Vulcan Materials Co | 股票-原物料 | 0.37% | -0.02% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | -0.03% | +0.17% | |
| 43 | DOW | Dow Inc | 股票-原物料 | 0.31% | -0.04% | +0.89% | |
| 44 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.28% | -0.03% | +4.48% | |
| 45 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.27% | -0.12% | EXIT | |
| 46 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.27% | +0.14% | +6.00% | |
| 47 | ETN | Eaton Corporation plc | 股票-工業 | 0.27% | +0.07% | NEW | |
| 48 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.26% | -0.01% | +5.73% | |
| 49 | SO | Southern Co/the | 股票-公用事業 | 0.26% | -0.03% | +11.12% | |
| 50 | BAX | Baxter International Inc | 股票-醫療保健 | 0.24% | +0.04% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | +0.5% | +0.36% | 加碼 |
| 2 | RTX | Rtx CORP | +0.2% | +1.04% | 加碼 |
| 3 | HD | Home Depot Inc | +0.1% | +0.28% | 加碼 |
| 4 | ABBV | Abbvie Inc | +0.1% | +1.84% | 加碼 |
| 5 | IBM | Intl Business Machines CORP | +0.1% | +2.61% | 加碼 |
| 6 | MMM | 3m Co | +0.1% | +1.22% | 加碼 |
| 7 | ADP | Automatic Data Processing | +0.1% | +1.40% | 加碼 |
| 8 | WMT | Walmart Inc | +0.1% | +1.65% | 加碼 |
| 9 | CARR | Carrier Global CORP | +0.1% | +3.41% | 加碼 |
| 10 | PNC | Pnc Financial Services Group | +0.1% | NEW | 新建倉 |
| 11 | ENB | Enbridge Inc | +0.1% | +1.60% | 加碼 |
| 12 | KR | Kroger Co | +0.1% | NEW | 新建倉 |
| 13 | MDLZ | Mondelez International Inc-a | +0.1% | NEW | 新建倉 |
| 14 | SCHV | Schwab US Large-cap Value | +0.1% | NEW | 新建倉 |
| 15 | NSC | Norfolk Southern CORP | +0.1% | +1.68% | 加碼 |
| 16 | WY | Weyerhaeuser Co | +0.1% | +2.27% | 加碼 |
| 17 | SO | Southern Co/the | +0.1% | +11.12% | 加碼 |
| 18 | IJS | Ishares S&p Small-cap 600 Va | 0% | -2.38% | 減碼 |
| 19 | JNJ | Johnson & Johnson | 0% | +0.77% | 加碼 |
| 20 | ABT | Abbott Laboratories | 0% | +3.05% | 加碼 |
| 21 | RF | Regions Financial CORP | 0% | -0.08% | 減碼 |
| 22 | KO | Coca-cola Co/the | 0% | +1.91% | 加碼 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | +7.70% | 加碼 |
| 24 | IP | International Paper Co | 0% | +2.64% | 加碼 |
| 25 | CAG | Conagra Brands Inc | 0% | +14.54% | 加碼 |
| 26 | BAX | Baxter International Inc | 0% | +5.76% | 加碼 |
| 27 | GE | General Electric | 0% | +18.32% | 加碼 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.17% | 加碼 |
| 29 | OTIS | Otis Worldwide CORP | 0% | +4.48% | 加碼 |
| 30 | CVS | Cvs Health CORP | 0% | +6.00% | 加碼 |
| 31 | CAT | Caterpillar Inc | 0% | -1.46% | 減碼 |
| 32 | IWS | Ishares Russell Mid-cap Valu | 0% | -1.87% | 減碼 |
| 33 | 6D8 | Dupont De Nemours Inc | 0% | -0.93% | 減碼 |
| 34 | AAPL | Apple Inc | — | -3.77% | 減碼 |
| 35 | PG | Procter & Gamble Co/the | 0% | +0.84% | 加碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.26% | 加碼 |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +0.95% | 加碼 |
| 38 | PEP | Pepsico Inc | 0% | +1.48% | 加碼 |
| 39 | QCOM | Qualcomm Inc | 0% | — | 不變 |
| 40 | T | At&t Inc | -0.1% | -38.44% | 減碼 |
| 41 | AMZN | Amazon.com Inc | -0.1% | -42.46% | 減碼 |
| 42 | COP | Conocophillips | -0.1% | +1.79% | 加碼 |
| 43 | MRK | Merck & Co. Inc. | -0.1% | +4.34% | 加碼 |
| 44 | INTC | Intel CORP | -0.1% | -6.69% | 減碼 |
| 45 | DUK | Duke Energy CORP | -0.1% | -16.32% | 減碼 |
| 46 | WM | Waste Management Inc | -0.1% | -0.25% | 減碼 |
| 47 | IWR | Ishares Russell Mid-cap ETF | -0.2% | EXIT | 清倉 |
| 48 | MSFT | Microsoft CORP | -0.2% | +0.50% | 加碼 |
| 49 | LLY | Eli Lilly & Co | -0.4% | -1.97% | 減碼 |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.6% | -0.59% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Home Federal Bank Of Tennessee 在 Q3 2024 季度的美股持倉總市值約為 US$4.6億，共申報了 80 個公開持股部位。
在 Q3 2024 季度，Home Federal Bank Of Tennessee 按市值排列的前三大核心持股分別為：IVV (37.5%)、IVE (22.3%)、LLY (3.3%)。其中最大持股部位 IVV 佔據整體投資組合約 37.5% 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
PNC
市值: US$23.8萬
本季最大獲利了結 / 清倉標的
IWR
前期市值: US$53.5萬
在 Q3 2024 季度中，Home Federal Bank Of Tennessee 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 31 個部位、減碼 13 個部位以及清倉 1 個部位。 其中最大新建倉標的為 PNC。 本季清倉部位包含 IWR。
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。