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: 0001802279
申報總市值
US$1.5億
US$1.5億
108 檔
38.6%
根據最新整理的 13F 季度數據集，Hummer Financial Advisory Services Inc 於 Q4 2024 結束時的管理資產規模為 US$1.5億。該機構在本季度申報了 108 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Hummer Financial Advisory Services Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 14 個部位並完全清倉 8 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Hummer Financial Advisory Services Inc 的前 5 大持股（包含 SPY, ACN, MDY）貢獻了組合市值的 38.6%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 15.56% | +1.06% | — | |
| 2 | ACN | Accenture plc | 股票-科技 | 14.16% | -2.97% | — | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 7.75% | +0.46% | — | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.93% | +0.32% | — | |
| 5 | GWW | Ww Grainger Inc | 股票-工業 | 2.96% | +0.41% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.10% | +0.17% | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | -0.10% | -1.61% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.76% | +0.34% | — | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | +0.06% | — | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.58% | -0.06% | -0.83% | |
| 11 | SNA | Snap-on Inc | 股票-工業 | 1.50% | +0.04% | — | |
| 12 | ADSK | Autodesk Inc | 股票-科技 | 1.43% | -0.25% | — | |
| 13 | RPM | Rpm International Inc | 股票-原物料 | 1.42% | +0.05% | — | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.42% | -0.50% | -0.59% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.29% | +0.25% | — | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.19% | -0.05% | -0.95% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.14% | +0.10% | -1.22% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.13% | +0.01% | -2.02% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 1.08% | +0.05% | — | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 0.97% | -0.01% | -3.08% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.92% | -0.06% | — | |
| 22 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.83% | -0.06% | -4.48% | |
| 23 | CTAS | Cintas CORP | 股票-工業 | 0.81% | -0.04% | +300.00% | |
| 24 | PSA | Public Storage | 股票-房地產 | 0.77% | +0.06% | — | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 0.75% | +0.20% | -3.14% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.75% | +0.09% | — | |
| 27 | CPT | Camden Property Trust | 股票-房地產 | 0.74% | +0.05% | -2.43% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | +0.17% | -5.90% | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.70% | -0.11% | -1.26% | |
| 30 | EXR | Extra Space Storage Inc | 股票-房地產 | 0.70% | +0.02% | — | |
| 31 | PH | Parker Hannifin CORP | 股票-工業 | 0.68% | +0.01% | — | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.63% | -0.11% | — | |
| 33 | BLK | Blackrock Inc | 股票-金融 | 0.61% | -0.03% | — | |
| 34 | MMM | 3m Co | 股票-工業 | 0.58% | +0.02% | -1.74% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | +0.12% | — | |
| 36 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.52% | -0.02% | — | |
| 37 | TSLA | Tesla Inc | 股票-循環性消費 | 0.51% | +0.03% | — | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.17% | -4.51% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | +0.22% | — | |
| 40 | ITW | Illinois Tool Works | 股票-工業 | 0.46% | -0.01% | — | |
| 41 | EMR | Emerson Electric Co | 股票-工業 | 0.46% | +0.01% | -4.08% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.46% | +0.04% | — | |
| 43 | AON | Aon plc | 股票-金融 | 0.44% | -0.01% | -11.54% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.42% | -0.03% | — | |
| 45 | AVY | Avery Dennison CORP | 股票-循環性消費 | 0.42% | -0.05% | -3.44% | |
| 46 | WMT | Walmart Inc | 股票-非循環性消費 | 0.41% | -0.08% | -6.49% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.41% | -0.03% | — | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.41% | — | -1.89% | |
| 49 | DTE | Dte Energy Company | 股票-公用事業 | 0.41% | -0.01% | -4.53% | |
| 50 | HON | Honeywell International Inc | 股票-工業 | 0.40% | -0.36% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.9% | — | 不變 |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | 新建倉 |
| 3 | CTAS | Cintas CORP | +0.6% | +300.00% | 加碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | — | 不變 |
| 5 | COP | Conocophillips | +0.2% | NEW | 新建倉 |
| 6 | SNA | Snap-on Inc | +0.2% | — | 不變 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | — | 不變 |
| 8 | TSLA | Tesla Inc | +0.2% | — | 不變 |
| 9 | WFC | Wells Fargo & Co | +0.2% | NEW | 新建倉 |
| 10 | CARR | Carrier Global CORP | +0.2% | NEW | 新建倉 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | — | 不變 |
| 12 | ADSK | Autodesk Inc | +0.1% | — | 不變 |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | 不變 |
| 14 | AAPL | Apple Inc | +0.1% | — | 不變 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不變 |
| 16 | NFLX | Netflix Inc | +0.1% | — | 不變 |
| 17 | SHOP | Shopify Inc - Class A | +0.1% | — | 不變 |
| 18 | CSCO | Cisco Systems Inc | 0% | — | 不變 |
| 19 | ACN | Accenture plc | 0% | — | 不變 |
| 20 | TMO | Thermo Fisher Scientific Inc | 0% | — | 不變 |
| 21 | DTE | Dte Energy Company | 0% | -4.53% | 減碼 |
| 22 | WEC | Wec Energy Group Inc | -0.1% | -4.48% | 減碼 |
| 23 | CI | THE Cigna Group | -0.1% | — | 不變 |
| 24 | PG | Procter & Gamble Co/the | -0.1% | -0.83% | 減碼 |
| 25 | DHR | Danaher CORP | -0.1% | — | 不變 |
| 26 | MSFT | Microsoft CORP | -0.1% | -1.61% | 減碼 |
| 27 | HD | Home Depot Inc | -0.1% | -3.08% | 減碼 |
| 28 | CPT | Camden Property Trust | -0.1% | -2.43% | 減碼 |
| 29 | MRK | Merck & Co. Inc. | -0.1% | -1.89% | 減碼 |
| 30 | AMD | Advanced Micro Devices | -0.1% | — | 不變 |
| 31 | AVY | Avery Dennison CORP | -0.1% | -3.44% | 減碼 |
| 32 | MPC | Marathon Petroleum CORP | -0.1% | — | 不變 |
| 33 | QCOM | Qualcomm Inc | -0.1% | -3.14% | 減碼 |
| 34 | NEE | Nextera Energy Inc | -0.1% | -14.81% | 減碼 |
| 35 | AVAV | Aerovironment Inc | -0.1% | — | 不變 |
| 36 | TFX | Teleflex Inc | -0.1% | — | 不變 |
| 37 | ABBV | Abbvie Inc | -0.1% | -1.22% | 減碼 |
| 38 | XOM | Exxon Mobil CORP | -0.1% | -0.59% | 減碼 |
| 39 | EXR | Extra Space Storage Inc | -0.1% | — | 不變 |
| 40 | JNJ | Johnson & Johnson | -0.2% | -0.95% | 減碼 |
| 41 | PSA | Public Storage | -0.2% | — | 不變 |
| 42 | LLY | Eli Lilly & Co | -0.2% | -5.90% | 減碼 |
| 43 | MRO* | Marathon Oil CORP | -0.2% | EXIT | 清倉 |
| 44 | NVS | Novartis Ag-sponsored Adr | -0.2% | EXIT | 清倉 |
| 45 | INTC | Intel CORP | -0.2% | EXIT | 清倉 |
| 46 | MDT | Medtronic plc | -0.2% | EXIT | 清倉 |
| 47 | KLAC | Kla CORP | -0.2% | EXIT | 清倉 |
| 48 | BOXX | Alpha Architect 1-3 Mnth Box | -0.2% | EXIT | 清倉 |
| 49 | BLKCHF | Blackrock Inc | -0.6% | EXIT | 清倉 |
| 50 | RTX | Rtx CORP | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Hummer Financial Advisory Services Inc 在 Q4 2024 季度的美股持倉總市值約為 US$1.5億，共申報了 108 個公開持股部位。
在 Q4 2024 季度，Hummer Financial Advisory Services Inc 按市值排列的前三大核心持股分別為：SPY (15.6%)、ACN (14.2%)、MDY (7.8%)。其中最大持股部位 SPY 佔據整體投資組合約 15.6% 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
BLK
市值: US$76.9萬
本季最大獲利了結 / 清倉標的
RTX
前期市值: US$87.8萬
在 Q4 2024 季度中，Hummer Financial Advisory Services Inc 共進行了 27 項持倉異動，包含新建倉 4 個部位、加碼 1 個部位、減碼 14 個部位以及清倉 8 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 RTX。
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。