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: 0000769963
申報總市值
US$17.2億
US$17.2億
410 檔
12.5%
Howe & Rusling Inc 在 Q4 2024 季度的美股部位總計估值為 US$17.2億，分散於 410 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2024 期間，Howe & Rusling Inc 展現了靈活的資產再平衡步調，透過出清 3 檔弱勢或達到目標價部位，將資金轉置於 2 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 JPM, AVGO, VTI）累計市值佔比達 12.5%，是驅動 Howe & Rusling Inc 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 410 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.13% | +0.03% | -1.36% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.01% | +0.28% | -2.76% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.63% | +0.43% | +3.31% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.38% | -0.21% | +4.47% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.37% | +0.05% | +0.52% | |
| 6 | GVI | Ishares Intermediate Governm | ETF-其他 | 3.09% | -0.21% | -0.09% | |
| 7 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 3.03% | +0.28% | +4.97% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.02% | +0.32% | +1.44% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.89% | -0.13% | +2.88% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.46% | +0.04% | +1.08% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.23% | -0.75% | -4.07% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.06% | -0.18% | +0.26% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | +0.04% | +2.87% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.90% | +0.27% | +8.66% | |
| 15 | HON | Honeywell International Inc | 股票-工業 | 1.72% | -1.81% | EXIT | |
| 16 | ICE | Intercontinental Exchange In | 股票-金融 | 1.41% | -0.43% | +2.81% | |
| 17 | PM | Philip Morris International | 股票-非循環性消費 | 1.40% | -0.38% | -2.94% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.29% | -0.09% | +1.60% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.28% | +0.19% | +14.15% | |
| 20 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.26% | -0.21% | +0.85% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.21% | +0.12% | +2.21% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.16% | +0.02% | -12.66% | |
| 23 | DTE | Dte Energy Company | 股票-公用事業 | 1.14% | -0.05% | -1.38% | |
| 24 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.06% | -0.01% | -1.06% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 1.01% | +0.14% | -2.56% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.01% | -0.21% | +3.62% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.00% | +0.08% | -3.06% | |
| 28 | UNP | Union Pacific CORP | 股票-工業 | 0.97% | +0.01% | -0.81% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.96% | -0.04% | +1.58% | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 0.95% | +0.08% | -11.38% | |
| 31 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.88% | — | +30.59% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.88% | -0.02% | +5.00% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | +0.01% | +8.35% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.85% | -0.22% | +467.47% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.82% | -0.07% | +14.60% | |
| 36 | MA | Mastercard Inc - A | 股票-金融 | 0.82% | -0.02% | +7.12% | |
| 37 | RRC | Range Resources CORP | 股票-能源 | 0.80% | -0.21% | -5.71% | |
| 38 | MU | Micron Technology Inc | 股票-科技 | 0.76% | +0.66% | +0.50% | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.75% | +0.12% | -2.14% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.75% | +0.03% | -3.97% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | -0.11% | -0.63% | |
| 42 | FISV | Fiserv Inc | 股票-其他 | 0.73% | — | -8.38% | |
| 43 | CMS | Cms Energy CORP | 股票-公用事業 | 0.72% | -0.07% | -1.94% | |
| 44 | DOX | Amdocs Limited | 股票-科技 | 0.72% | — | -6.37% | |
| 45 | GD | General Dynamics CORP | 股票-工業 | 0.70% | -0.05% | -24.08% | |
| 46 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.69% | +0.01% | -0.99% | |
| 47 | CME | Cme Group Inc | 股票-金融 | 0.68% | -0.22% | -2.22% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.68% | +0.12% | +2.90% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.68% | +0.16% | +0.70% | |
| 50 | CAT | Caterpillar Inc | 股票-工業 | 0.66% | +0.32% | -0.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -2.76% | 減碼 |
| 2 | MCD | Mcdonald's CORP | +0.7% | +467.47% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | -1.36% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +1.08% | 加碼 |
| 5 | IUSG | Ishares Core S&p U.s. Growth | +0.3% | +4.97% | 加碼 |
| 6 | DHR | Danaher CORP | +0.3% | NEW | 新建倉 |
| 7 | AAPL | Apple Inc | +0.3% | +0.52% | 加碼 |
| 8 | IDXX | Idexx Laboratories Inc | +0.3% | NEW | 新建倉 |
| 9 | NVDA | Nvidia CORP | +0.2% | +2.87% | 加碼 |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +3.31% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +2.21% | 加碼 |
| 12 | V | Visa Inc-class A Shares | +0.2% | +8.35% | 加碼 |
| 13 | MS | Morgan Stanley | +0.2% | -2.56% | 減碼 |
| 14 | LW | Lamb Weston Holdings Inc | +0.1% | +30.85% | 加碼 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +21.40% | 加碼 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -3.06% | 減碼 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.42% | 加碼 |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.44% | 加碼 |
| 19 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +8.66% | 加碼 |
| 20 | MA | Mastercard Inc - A | +0.1% | +7.12% | 加碼 |
| 21 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +14.60% | 加碼 |
| 22 | BKNG | Booking Holdings Inc | +0.1% | +2.65% | 加碼 |
| 23 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +30.59% | 加碼 |
| 24 | PEP | Pepsico Inc | -0.1% | +3.62% | 加碼 |
| 25 | GVI | Ishares Intermediate Governm | -0.1% | -0.09% | 減碼 |
| 26 | XLK | Ss Technology Select Sector | -0.1% | -64.46% | 減碼 |
| 27 | BMRN | Biomarin Pharmaceutical Inc | -0.1% | -20.74% | 減碼 |
| 28 | LOW | Lowe's Cos Inc | -0.1% | -3.99% | 減碼 |
| 29 | ASML | ASML Holding N.V. | -0.1% | -3.72% | 減碼 |
| 30 | NEE | Nextera Energy Inc | -0.1% | +1.93% | 加碼 |
| 31 | KLAC | Kla CORP | -0.1% | -2.77% | 減碼 |
| 32 | DTE | Dte Energy Company | -0.1% | -1.38% | 減碼 |
| 33 | UNP | Union Pacific CORP | -0.1% | -0.81% | 減碼 |
| 34 | CCK | Crown Holdings Inc | -0.1% | -0.99% | 減碼 |
| 35 | KO | Coca-cola Co/the | -0.1% | +1.58% | 加碼 |
| 36 | SYK | Stryker CORP | -0.1% | -11.38% | 減碼 |
| 37 | LHX | L3harris Technologies Inc | -0.1% | -20.18% | 減碼 |
| 38 | GPC | Genuine Parts Co | -0.1% | -9.22% | 減碼 |
| 39 | MU | Micron Technology Inc | -0.2% | +0.50% | 加碼 |
| 40 | BDX | Becton Dickinson And Co | -0.2% | -21.38% | 減碼 |
| 41 | STZ | Constellation Brands Inc-a | -0.2% | -1.06% | 減碼 |
| 42 | MSTR | Strategy Inc | -0.2% | EXIT | 清倉 |
| 43 | MDLZ | Mondelez International Inc-a | -0.2% | -15.26% | 減碼 |
| 44 | MCK | Mckesson CORP | -0.3% | -77.49% | 減碼 |
| 45 | XOM | Exxon Mobil CORP | -0.3% | -4.07% | 減碼 |
| 46 | GD | General Dynamics CORP | -0.4% | -24.08% | 減碼 |
| 47 | MNST | Monster Beverage CORP | -0.4% | EXIT | 清倉 |
| 48 | UNH | Unitedhealth Group Inc | -0.4% | -12.66% | 減碼 |
| 49 | BAX | Baxter International Inc | -0.6% | EXIT | 清倉 |
| 50 | JNJ | Johnson & Johnson | -0.8% | -69.44% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Howe & Rusling Inc 在 Q4 2024 季度的美股持倉總市值約為 US$17.2億，共申報了 410 個公開持股部位。
在 Q4 2024 季度，Howe & Rusling Inc 按市值排列的前三大核心持股分別為：JPM (4.1%)、AVGO (4.0%)、VTI (3.6%)。其中最大持股部位 JPM 佔據整體投資組合約 4.1% 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
DHR
市值: US$351.9萬
本季最大獲利了結 / 清倉標的
BAX
前期市值: US$661.9萬
在 Q4 2024 季度中，Howe & Rusling Inc 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 21 個部位、減碼 24 個部位以及清倉 3 個部位。 其中最大新建倉標的為 DHR。 本季清倉部位包含 BAX。
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。