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: 0001569855
申報總市值
US$15.9億
US$15.9億
233 檔
13.6%
截至 Q1 2024 季度末，Janney Capital Management LLC 的美股持倉估值約為 US$15.9億，全數申報部位共有 233 檔。
Janney Capital Management LLC 在 Q1 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 37 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 IEFA, MSFT, XLK）占據了總市值的 13.6%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
TGT
市值: US$1395.8萬
本季最大獲利了結 / 清倉標的
DRI
前期市值: US$969.5萬
僅顯示前 200 大持股（共 233 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.95% | — | -2.94% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.80% | -0.30% | -16.22% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.32% | — | -1.67% | |
| 4 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 2.17% | — | -2.15% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.13% | — | -16.50% | |
| 6 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 2.10% | -0.09% | -2.08% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.87% | -0.16% | -21.79% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.67% | — | -3.16% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.67% | -0.23% | -35.62% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.38% | -0.27% | -4.02% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.36% | — | -3.37% | |
| 12 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.31% | +0.17% | -2.28% | |
| 13 | KIE | Ss Spdr S&p Insurance ETF | ETF-其他 | 1.31% | — | -2.43% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.28% | -0.11% | -3.17% | |
| 15 | BP | Bp Plc-spons Adr | 股票-能源 | 1.25% | — | -3.32% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.21% | — | -3.67% | |
| 17 | MDT | Medtronic plc | 股票-醫療保健 | 1.20% | — | +0.43% | |
| 18 | IEUS | Ishares Msci Europe Small-ca | ETF-其他 | 1.20% | — | -1.89% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.19% | — | -2.74% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.16% | — | -4.41% | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.13% | — | -2.55% | |
| 22 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.11% | — | -3.17% | |
| 23 | CAT | Caterpillar Inc | 股票-工業 | 1.09% | +0.22% | -42.10% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 1.09% | +0.15% | -3.82% | |
| 25 | SPG | Simon Property Group Inc | 股票-房地產 | 1.08% | — | -2.04% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | +0.14% | -32.29% | |
| 27 | UBS | UBS Group AG | 股票-金融 | 1.04% | — | -27.95% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 1.01% | — | +190.51% | |
| 29 | MS | Morgan Stanley | 股票-金融 | 0.98% | +0.12% | +5032.84% | |
| 30 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.96% | — | -2.70% | |
| 31 | PAYX | Paychex Inc | 股票-科技 | 0.95% | -0.64% | EXIT | |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.95% | — | -3.39% | |
| 33 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.94% | — | -0.72% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.93% | — | -4.09% | |
| 35 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.93% | -0.13% | +65.39% | |
| 36 | TGT | Target CORP | 股票-循環性消費 | 0.93% | -0.63% | — | |
| 37 | UPS | United Parcel Service-cl B | 股票-工業 | 0.93% | — | +9.61% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | — | -3.68% | |
| 39 | AKX | Ansys Inc | 股票-其他 | 0.91% | — | -0.64% | |
| 40 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.91% | — | +2.78% | |
| 41 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.90% | — | -2.86% | |
| 42 | PFE | Pfizer Inc | 股票-醫療保健 | 0.88% | — | +3.56% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.87% | — | +20.01% | |
| 44 | XLE | Ss Energy Select Sector | ETF-其他 | 0.87% | — | -1.55% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.87% | — | -3.37% | |
| 46 | LYG | Lloyds Banking Group Plc-adr | 股票-金融 | 0.87% | +0.13% | +2.04% | |
| 47 | NOW | Servicenow Inc | 股票-科技 | 0.86% | -0.10% | -2.60% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.85% | — | -4.52% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | — | -3.43% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | -0.10% | -24.47% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MS | Morgan Stanley | +1% | +5032.84% | 加碼 |
| 2 | TGT | Target CORP | +0.9% | NEW | 新建倉 |
| 3 | C | Citigroup Inc | +0.5% | NEW | 新建倉 |
| 4 | APD | Air Products & Chemicals Inc | +0.3% | +65.39% | 加碼 |
| 5 | PDD | Pdd Holdings Inc | +0.3% | NEW | 新建倉 |
| 6 | NVDA | Nvidia CORP | +0.2% | -24.47% | 減碼 |
| 7 | XLC | Ss Comm Select Sector Spdr | +0.2% | -2.15% | 減碼 |
| 8 | SLB | Slb LTD | +0.2% | +38.79% | 加碼 |
| 9 | IBM | Intl Business Machines CORP | +0.2% | -3.37% | 減碼 |
| 10 | ADP | Automatic Data Processing | +0.2% | +615.40% | 加碼 |
| 11 | BDX | Becton Dickinson And Co | +0.2% | NEW | 新建倉 |
| 12 | ABBV | Abbvie Inc | +0.1% | -4.02% | 減碼 |
| 13 | KIE | Ss Spdr S&p Insurance ETF | +0.1% | -2.43% | 減碼 |
| 14 | XLK | Ss Technology Select Sector | +0.1% | -1.67% | 減碼 |
| 15 | AMZN | Amazon.com Inc | +0.1% | -2.70% | 減碼 |
| 16 | ADBE | Adobe Inc | +0.1% | +39.14% | 加碼 |
| 17 | VZ | Verizon Communications Inc | +0.1% | +2.78% | 加碼 |
| 18 | WMT | Walmart Inc | +0.1% | +190.51% | 加碼 |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +20.01% | 加碼 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -4.14% | 減碼 |
| 21 | XLE | Ss Energy Select Sector | +0.1% | -1.55% | 減碼 |
| 22 | LYG | Lloyds Banking Group Plc-adr | +0.1% | +2.04% | 加碼 |
| 23 | EMR | Emerson Electric Co | +0.1% | -4.18% | 減碼 |
| 24 | BAC | Bank Of America CORP | +0.1% | -0.35% | 減碼 |
| 25 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -2.94% | 減碼 |
| 26 | EXE | Expand Energy CORP | +0.1% | -3.85% | 減碼 |
| 27 | PWR | Quanta Services Inc | +0.1% | -1.98% | 減碼 |
| 28 | SPG | Simon Property Group Inc | +0.1% | -2.04% | 減碼 |
| 29 | RSG | Republic Services Inc | +0.1% | -1.18% | 減碼 |
| 30 | TJX | Tjx Companies Inc | -0.1% | -30.96% | 減碼 |
| 31 | AMT | American Tower CORP | -0.1% | -4.81% | 減碼 |
| 32 | ACWI | Ishares Msci Acwi ETF | -0.1% | EXIT | 清倉 |
| 33 | NKE | Nike Inc -cl B | -0.1% | -2.50% | 減碼 |
| 34 | MCD | Mcdonald's CORP | -0.1% | -3.67% | 減碼 |
| 35 | LIN | Linde plc | -0.1% | -23.82% | 減碼 |
| 36 | MELI | Mercadolibre Inc | -0.1% | -14.23% | 減碼 |
| 37 | ZTS | Zoetis Inc | -0.1% | -3.07% | 減碼 |
| 38 | VLO | Valero Energy CORP | -0.2% | EXIT | 清倉 |
| 39 | PAYX | Paychex Inc | -0.2% | -17.97% | 減碼 |
| 40 | AAPL | Apple Inc | -0.2% | -4.41% | 減碼 |
| 41 | MSFT | Microsoft CORP | -0.2% | -16.22% | 減碼 |
| 42 | DUK | Duke Energy CORP | -0.3% | -26.88% | 減碼 |
| 43 | FRT | Federal Realty Invs Trust | -0.3% | -66.51% | 減碼 |
| 44 | LULU | Lululemon Athletica Inc | -0.3% | -24.47% | 減碼 |
| 45 | SDY | Ss Spdr S&p Dividend ETF | -0.4% | EXIT | 清倉 |
| 46 | UBS | UBS Group AG | -0.4% | -27.95% | 減碼 |
| 47 | CAT | Caterpillar Inc | -0.5% | -42.10% | 減碼 |
| 48 | JNJ | Johnson & Johnson | -0.5% | -32.29% | 減碼 |
| 49 | AVGO | Broadcom Inc | -0.5% | -35.62% | 減碼 |
| 50 | DRI | Darden Restaurants Inc | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Janney Capital Management LLC 在 Q1 2024 季度的美股持倉總市值約為 US$15.9億，共申報了 233 個公開持股部位。
在 Q1 2024 季度，Janney Capital Management LLC 按市值排列的前三大核心持股分別為：IEFA (5.0%)、MSFT (2.8%)、XLK (2.3%)。其中最大持股部位 IEFA 佔據整體投資組合約 5.0% 的權重。
在 Q1 2024 季度中，Janney Capital Management LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 9 個部位、減碼 33 個部位以及清倉 4 個部位。 其中最大新建倉標的為 TGT。 本季清倉部位包含 DRI。
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。
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。
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。