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
242 檔
13.1%
截至 Q4 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 242 檔。
在 Q4 2024，Janney Capital Management LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 35 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 IEFA, AVGO, MSFT）占據了總市值的 13.1%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 242 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 | 4.22% | — | — | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.61% | -0.23% | -5.49% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | -0.30% | -2.72% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.33% | — | -1.97% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 2.19% | — | -2.98% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.14% | -0.16% | -16.57% | |
| 7 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.87% | -0.09% | -6.51% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.87% | — | -17.20% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.57% | — | -3.08% | |
| 10 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.37% | +0.17% | -3.76% | |
| 11 | C | Citigroup Inc | 股票-金融 | 1.35% | +0.16% | +133.95% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.35% | — | -2.06% | |
| 13 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 1.32% | — | -3.67% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.29% | — | -2.38% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.26% | -0.27% | -1.26% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.24% | — | -15.84% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.22% | — | -3.47% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.20% | +0.15% | -1.39% | |
| 19 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.16% | — | -4.12% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 1.14% | — | -22.03% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.11% | — | -3.13% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.11% | -0.11% | -2.05% | |
| 23 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.09% | — | -2.94% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.07% | — | -2.81% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.03% | — | -3.88% | |
| 26 | XLE | Ss Energy Select Sector | ETF-其他 | 1.01% | — | -4.21% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 1.01% | +0.12% | -17.88% | |
| 28 | BBY | Best Buy Co Inc | 股票-循環性消費 | 1.00% | -0.18% | +64.57% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | — | -1.47% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.99% | — | -5.06% | |
| 31 | MDT | Medtronic plc | 股票-醫療保健 | 0.99% | — | -4.21% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.98% | +0.22% | -1.59% | |
| 33 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.98% | -0.13% | -6.41% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.96% | — | -10.18% | |
| 35 | TGT | Target CORP | 股票-循環性消費 | 0.93% | -0.63% | +19.98% | |
| 36 | UBS | UBS Group AG | 股票-金融 | 0.93% | — | -1.70% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | -0.10% | -3.29% | |
| 38 | NOW | Servicenow Inc | 股票-科技 | 0.90% | -0.10% | -22.90% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | — | -3.69% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | +0.14% | -2.99% | |
| 41 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.89% | — | -2.92% | |
| 42 | SPG | Simon Property Group Inc | 股票-房地產 | 0.88% | — | -21.58% | |
| 43 | AKX | Ansys Inc | 股票-其他 | 0.88% | — | -0.03% | |
| 44 | LYG | Lloyds Banking Group Plc-adr | 股票-金融 | 0.84% | +0.13% | -1.85% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.84% | — | -3.67% | |
| 46 | HON | Honeywell International Inc | 股票-工業 | 0.83% | — | -4.89% | |
| 47 | EXE | Expand Energy CORP | 股票-能源 | 0.82% | — | -1.53% | |
| 48 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.82% | — | -5.69% | |
| 49 | PAYX | Paychex Inc | 股票-科技 | 0.81% | -0.64% | EXIT | |
| 50 | SNOW | Snowflake Inc | 股票-科技 | 0.81% | — | -1.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +4.2% | NEW | 新建倉 |
| 2 | C | Citigroup Inc | +0.8% | +133.95% | 加碼 |
| 3 | HSBC | Hsbc Holdings Plc-spons Adr | +0.6% | NEW | 新建倉 |
| 4 | ACWI | Ishares Msci Acwi ETF | +0.5% | NEW | 新建倉 |
| 5 | AVGO | Broadcom Inc | +0.5% | -5.49% | 減碼 |
| 6 | TXN | Texas Instruments Inc | +0.5% | +273.91% | 加碼 |
| 7 | NEE | Nextera Energy Inc | +0.5% | +260.80% | 加碼 |
| 8 | SNPS | Synopsys Inc | +0.4% | NEW | 新建倉 |
| 9 | PINS | Pinterest Inc- Class A | +0.3% | NEW | 新建倉 |
| 10 | BLK | Blackrock Inc | +0.3% | NEW | 新建倉 |
| 11 | BBY | Best Buy Co Inc | +0.3% | +64.57% | 加碼 |
| 12 | SDY | Ss Spdr S&p Dividend ETF | +0.3% | +1155.62% | 加碼 |
| 13 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | NEW | 新建倉 |
| 14 | SNOW | Snowflake Inc | +0.2% | -1.13% | 減碼 |
| 15 | SMB | Vaneck Short Muni ETF | +0.2% | NEW | 新建倉 |
| 16 | IWD | Ishares Russell 1000 Value E | +0.1% | NEW | 新建倉 |
| 17 | AMZN | Amazon.com Inc | +0.1% | -3.13% | 減碼 |
| 18 | EXE | Expand Energy CORP | +0.1% | -1.53% | 減碼 |
| 19 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -6.15% | 減碼 |
| 20 | LIN | Linde plc | -0.1% | -3.71% | 減碼 |
| 21 | DHR | Danaher CORP | -0.1% | -3.75% | 減碼 |
| 22 | LYB | LyondellBasell Industries N.V. | -0.2% | -2.30% | 減碼 |
| 23 | ADBE | Adobe Inc | -0.2% | -3.12% | 減碼 |
| 24 | JPM | Jpmorgan Chase & Co | -0.2% | -17.20% | 減碼 |
| 25 | LYG | Lloyds Banking Group Plc-adr | -0.2% | -1.85% | 減碼 |
| 26 | TMO | Thermo Fisher Scientific Inc | -0.2% | -2.80% | 減碼 |
| 27 | VZ | Verizon Communications Inc | -0.2% | -4.59% | 減碼 |
| 28 | JNJ | Johnson & Johnson | -0.2% | -2.99% | 減碼 |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.2% | -3.47% | 減碼 |
| 30 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -16.57% | 減碼 |
| 31 | ZTS | Zoetis Inc | -0.2% | -3.31% | 減碼 |
| 32 | 6D8 | Dupont De Nemours Inc | -0.2% | -3.03% | 減碼 |
| 33 | MSFT | Microsoft CORP | -0.2% | -2.72% | 減碼 |
| 34 | MDT | Medtronic plc | -0.2% | -4.21% | 減碼 |
| 35 | PFE | Pfizer Inc | -0.2% | -12.17% | 減碼 |
| 36 | UNH | Unitedhealth Group Inc | -0.2% | -3.67% | 減碼 |
| 37 | WMT | Walmart Inc | -0.2% | -22.03% | 減碼 |
| 38 | ABBV | Abbvie Inc | -0.2% | -1.26% | 減碼 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -21.40% | 減碼 |
| 40 | XLV | Ss Health Care Select Sector | -0.2% | -5.06% | 減碼 |
| 41 | XLRE | Ss Real Estate Select Sector | -0.2% | -4.12% | 減碼 |
| 42 | SPG | Simon Property Group Inc | -0.2% | -21.58% | 減碼 |
| 43 | IBM | Intl Business Machines CORP | -0.3% | -15.84% | 減碼 |
| 44 | TOTL | Ss Doubleline Tr Tact ETF | -0.3% | -6.51% | 減碼 |
| 45 | PDD | Pdd Holdings Inc | -0.3% | -37.47% | 減碼 |
| 46 | AMGN | Amgen Inc | -0.3% | -36.49% | 減碼 |
| 47 | BLKCHF | Blackrock Inc | -0.3% | EXIT | 清倉 |
| 48 | MELI | Mercadolibre Inc | -0.4% | -26.46% | 減碼 |
| 49 | PEP | Pepsico Inc | -0.6% | -68.08% | 減碼 |
| 50 | BP | Bp Plc-spons Adr | -1% | -97.96% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Janney Capital Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$15.9億，共申報了 242 個公開持股部位。
在 Q4 2024 季度，Janney Capital Management LLC 按市值排列的前三大核心持股分別為：IEFA (4.2%)、AVGO (2.6%)、MSFT (2.4%)。其中最大持股部位 IEFA 佔據整體投資組合約 4.2% 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
IEFA
市值: US$6379.1萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$459.3萬
在 Q4 2024 季度中，Janney Capital Management LLC 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 5 個部位、減碼 35 個部位以及清倉 1 個部位。 其中最大新建倉標的為 IEFA。 本季清倉部位包含 BLKCHF。
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。