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
81 檔
49.3%
Home Federal Bank Of Tennessee 在 Q4 2024 季度的美股部位總計估值為 US$4.6億，分散於 81 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Home Federal Bank Of Tennessee 於 Q4 2024 季度持續回收資金，對 32 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Home Federal Bank Of Tennessee 的前 5 大核心持股（包含 IVV, IVE, LLY 等）合計佔整體申報市值的 49.3%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
市值: US$79.3萬
本季最大獲利了結 / 清倉標的
MDLZ
前期市值: US$22.1萬
| # | 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 | 38.42% | -0.31% | -2.90% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 21.80% | -1.41% | -2.18% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.71% | +0.33% | -8.77% | |
| 4 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.58% | -0.03% | -1.92% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.07% | -0.08% | -4.90% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | -0.14% | -1.49% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 1.34% | -0.04% | -1.49% | |
| 8 | RTX | Rtx CORP | 股票-工業 | 1.28% | -0.21% | -0.80% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | +0.09% | -2.60% | |
| 10 | ADI | Analog Devices Inc | 股票-科技 | 1.20% | +0.12% | — | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.15% | -0.01% | -1.48% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.15% | -0.03% | — | |
| 13 | HON | Honeywell International Inc | 股票-工業 | 1.13% | -0.89% | EXIT | |
| 14 | WM | Waste Management Inc | 股票-工業 | 1.02% | -0.15% | -1.89% | |
| 15 | ADP | Automatic Data Processing | 股票-科技 | 0.94% | -0.01% | — | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.92% | +0.01% | -2.77% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.92% | — | -4.49% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事業 | 0.75% | -0.13% | -1.05% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | -0.06% | -2.03% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.74% | +1.02% | -3.03% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 0.70% | -0.14% | -5.14% | |
| 22 | ENB | Enbridge Inc | 股票-能源 | 0.67% | -0.09% | -1.21% | |
| 23 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.66% | -0.11% | -3.08% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.61% | -0.11% | -1.09% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | -0.02% | — | |
| 26 | NSC | Norfolk Southern CORP | 股票-工業 | 0.57% | -0.03% | -1.92% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.56% | -0.21% | -0.08% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.53% | -0.01% | -1.14% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | +0.06% | -0.27% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.49% | -0.01% | -1.47% | |
| 31 | IP | International Paper Co | 股票-循環性消費 | 0.46% | -0.02% | — | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.45% | -0.04% | — | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.17% | -0.11% | |
| 34 | MMM | 3m Co | 股票-工業 | 0.43% | -0.01% | -1.09% | |
| 35 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.42% | +0.02% | -1.14% | |
| 36 | RF | Regions Financial CORP | 股票-金融 | 0.41% | — | — | |
| 37 | VMC | Vulcan Materials Co | 股票-原物料 | 0.40% | -0.02% | — | |
| 38 | COP | Conocophillips | 股票-能源 | 0.39% | -0.12% | — | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.36% | -0.10% | -6.48% | |
| 40 | CARR | Carrier Global CORP | 股票-工業 | 0.35% | +0.03% | — | |
| 41 | WY | Weyerhaeuser Co | 股票-房地產 | 0.32% | -0.01% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | -0.03% | -0.21% | |
| 43 | ETN | Eaton Corporation plc | 股票-工業 | 0.28% | +0.07% | NEW | |
| 44 | EPD | Enterprise Products Partners | 股票-能源 | 0.26% | -0.04% | — | |
| 45 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.25% | -0.03% | -1.07% | |
| 46 | SO | Southern Co/the | 股票-公用事業 | 0.24% | -0.03% | — | |
| 47 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.24% | -0.12% | EXIT | |
| 48 | ✓ | 股票-其他 | 0.23% | -0.03% | — | ||
| 49 | DOW | Dow Inc | 股票-原物料 | 0.22% | -0.04% | -5.35% | |
| 50 | PFE | Pfizer Inc | 股票-醫療保健 | 0.21% | -0.02% | -1.53% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1% | -2.90% | 減碼 |
| 2 | ✓ | +0.2% | NEW | 新建倉 | |
| 3 | ✓ | Ess Management Holdings LLC | +0.2% | NEW | 新建倉 |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | -2.60% | 減碼 |
| 5 | HON | Honeywell International Inc | +0.1% | -0.03% | 減碼 |
| 6 | AAPL | Apple Inc | +0.1% | -4.90% | 減碼 |
| 7 | ADP | Automatic Data Processing | +0.1% | — | 不變 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | 不變 |
| 9 | C | Citigroup Inc | +0.1% | NEW | 新建倉 |
| 10 | IP | International Paper Co | +0.1% | — | 不變 |
| 11 | WMT | Walmart Inc | +0.1% | -5.14% | 減碼 |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | — | 不變 |
| 13 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | -1.92% | 減碼 |
| 14 | MSFT | Microsoft CORP | — | -1.49% | 減碼 |
| 15 | ABT | Abbott Laboratories | — | -3.08% | 減碼 |
| 16 | PG | Procter & Gamble Co/the | 0% | -1.48% | 減碼 |
| 17 | COP | Conocophillips | 0% | — | 不變 |
| 18 | HD | Home Depot Inc | 0% | -1.49% | 減碼 |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | 0% | -4.49% | 減碼 |
| 20 | WM | Waste Management Inc | 0% | -1.89% | 減碼 |
| 21 | NSC | Norfolk Southern CORP | 0% | -1.92% | 減碼 |
| 22 | KMB | Kimberly-clark CORP | 0% | -1.14% | 減碼 |
| 23 | XOM | Exxon Mobil CORP | 0% | -0.11% | 減碼 |
| 24 | MMM | 3m Co | 0% | -1.09% | 減碼 |
| 25 | QCOM | Qualcomm Inc | 0% | -5.49% | 減碼 |
| 26 | SO | Southern Co/the | 0% | — | 不變 |
| 27 | PFE | Pfizer Inc | 0% | -1.53% | 減碼 |
| 28 | RTX | Rtx CORP | 0% | -0.80% | 減碼 |
| 29 | 6D8 | Dupont De Nemours Inc | 0% | — | 不變 |
| 30 | CAG | Conagra Brands Inc | 0% | -3.21% | 減碼 |
| 31 | OTIS | Otis Worldwide CORP | 0% | -1.07% | 減碼 |
| 32 | DUK | Duke Energy CORP | 0% | -1.05% | 減碼 |
| 33 | AMGN | Amgen Inc | 0% | -2.31% | 減碼 |
| 34 | ADI | Analog Devices Inc | -0.1% | — | 不變 |
| 35 | KO | Coca-cola Co/the | -0.1% | — | 不變 |
| 36 | CARR | Carrier Global CORP | -0.1% | — | 不變 |
| 37 | BAX | Baxter International Inc | -0.1% | — | 不變 |
| 38 | PEP | Pepsico Inc | -0.1% | -1.09% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.1% | -1.47% | 減碼 |
| 40 | VZ | Verizon Communications Inc | -0.1% | -6.48% | 減碼 |
| 41 | EL | Estee Lauder Companies-cl A | -0.1% | — | 不變 |
| 42 | WY | Weyerhaeuser Co | -0.1% | — | 不變 |
| 43 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | 清倉 |
| 44 | SCHV | Schwab US Large-cap Value | -0.1% | EXIT | 清倉 |
| 45 | JNJ | Johnson & Johnson | -0.1% | -2.03% | 減碼 |
| 46 | CVS | Cvs Health CORP | -0.1% | -4.40% | 減碼 |
| 47 | DOW | Dow Inc | -0.1% | -5.35% | 減碼 |
| 48 | ABBV | Abbvie Inc | -0.1% | -2.77% | 減碼 |
| 49 | IVE | Ishares S&p 500 Value ETF | -0.5% | -2.18% | 減碼 |
| 50 | LLY | Eli Lilly & Co | -0.6% | -8.77% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Home Federal Bank Of Tennessee 在 Q4 2024 季度的美股持倉總市值約為 US$4.6億，共申報了 81 個公開持股部位。
在 Q4 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 (38.4%)、IVE (21.8%)、LLY (2.7%)。其中最大持股部位 IVV 佔據整體投資組合約 38.4% 的權重。
在 Q4 2024 季度中，Home Federal Bank Of Tennessee 共進行了 37 項持倉異動，包含新建倉 3 個部位、加碼 0 個部位、減碼 32 個部位以及清倉 2 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 MDLZ。
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。
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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。
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。