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: 0000821197
申報總市值
US$136.9億
US$136.9億
808 檔
17.0%
在 Q3 2024 申報期間，Johnson Investment Counsel Inc（CIK: 0000821197）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$136.9億，共持有 808 個公開申報部位。
在 Q3 2024，Johnson Investment Counsel Inc 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 23 檔、減碼 26 檔與清倉 1 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 IVV, AAPL, IWB）累計市值佔比達 17.0%，是驅動 Johnson Investment Counsel 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 808 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.49% | +0.54% | -0.12% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.36% | +0.01% | -2.05% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.99% | +0.19% | +0.86% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.89% | -0.18% | +1.51% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.13% | -0.17% | -0.88% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.11% | +0.13% | +3.14% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.02% | +0.26% | -1.04% | |
| 8 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.77% | +0.07% | -0.41% | |
| 9 | DHR | Danaher CORP | 股票-醫療保健 | 1.53% | -0.12% | +0.20% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.51% | — | -2.23% | |
| 11 | WMB | Williams Cos Inc | 股票-能源 | 1.47% | -0.22% | -1.68% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.46% | -0.01% | +34.01% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.43% | -0.07% | -2.26% | |
| 14 | NDAQ | Nasdaq Inc | 股票-金融 | 1.41% | -0.17% | -4.18% | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.31% | -0.26% | +13.04% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.18% | +0.06% | +18.38% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.13% | -0.34% | +3.78% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.12% | -0.20% | -0.17% | |
| 19 | WM | Waste Management Inc | 股票-工業 | 1.12% | -0.12% | -0.90% | |
| 20 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.08% | -0.18% | +2.84% | |
| 21 | AEP | American Electric Power | 股票-公用事業 | 1.07% | -0.10% | +0.30% | |
| 22 | NVT | nVent Electric plc | 股票-工業 | 1.06% | +0.31% | +59.95% | |
| 23 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.06% | -0.17% | -2.89% | |
| 24 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.05% | -0.07% | -4.74% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | +0.04% | -0.81% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.02% | -0.06% | -3.02% | |
| 27 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.01% | -0.11% | -2.40% | |
| 28 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.00% | -0.26% | -1.36% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.00% | -0.11% | +6.51% | |
| 30 | ADI | Analog Devices Inc | 股票-科技 | 0.97% | +0.15% | -0.42% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.95% | -0.16% | +0.51% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.93% | +0.12% | +5.12% | |
| 33 | COR | Cencora Inc | 股票-醫療保健 | 0.91% | -0.23% | -18.19% | |
| 34 | ROP | Roper Technologies Inc | 股票-科技 | 0.83% | -0.12% | +1.30% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.81% | +0.09% | +1.61% | |
| 36 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.81% | -0.21% | +0.98% | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 0.80% | -0.76% | EXIT | |
| 38 | APH | Amphenol Corp-cl A | 股票-科技 | 0.80% | +0.25% | -6.49% | |
| 39 | NDSN | Nordson CORP | 股票-工業 | 0.79% | — | -0.12% | |
| 40 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.79% | -0.09% | -2.44% | |
| 41 | SPGI | S&p Global Inc | 股票-金融 | 0.78% | -0.07% | -13.00% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.77% | -0.04% | -1.08% | |
| 43 | AFG | American Financial Group Inc | 股票-金融 | 0.75% | -0.21% | -1.30% | |
| 44 | ITW | Illinois Tool Works | 股票-工業 | 0.73% | -0.04% | +1.19% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.72% | -0.06% | -1.78% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | +0.09% | +2.85% | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.68% | -0.13% | -33.62% | |
| 48 | EG | Everest Group, Ltd. | 股票-金融 | 0.68% | -0.01% | +4.85% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.67% | -0.15% | -0.64% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.64% | +0.09% | +3.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FHN | First Horizon CORP | +0.4% | +6071.50% | 加碼 |
| 2 | NVT | nVent Electric plc | +0.3% | +59.95% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.3% | +34.01% | 加碼 |
| 4 | ACN | Accenture plc | +0.3% | +13.04% | 加碼 |
| 5 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +18.38% | 加碼 |
| 6 | SYK | Stryker CORP | +0.2% | +45.28% | 加碼 |
| 7 | IEX | Idex CORP | +0.2% | +784.46% | 加碼 |
| 8 | LNT | Alliant Energy CORP | +0.1% | +2.84% | 加碼 |
| 9 | CINF | Cincinnati Financial CORP | +0.1% | -0.41% | 減碼 |
| 10 | NDAQ | Nasdaq Inc | +0.1% | -4.18% | 減碼 |
| 11 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +3.14% | 加碼 |
| 12 | MCD | Mcdonald's CORP | +0.1% | +0.51% | 加碼 |
| 13 | AEP | American Electric Power | +0.1% | +0.30% | 加碼 |
| 14 | LOW | Lowe's Cos Inc | +0.1% | -2.44% | 減碼 |
| 15 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +6.51% | 加碼 |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | -2.23% | 減碼 |
| 17 | TSLA | Tesla Inc | +0.1% | +0.01% | 加碼 |
| 18 | AAPL | Apple Inc | +0.1% | -2.05% | 減碼 |
| 19 | DHR | Danaher CORP | +0.1% | +0.20% | 加碼 |
| 20 | NOC | Northrop Grumman CORP | +0.1% | -1.38% | 減碼 |
| 21 | CTAS | Cintas CORP | +0.1% | +370.99% | 加碼 |
| 22 | WTW | Willis Towers Watson Public Limited Company | +0.1% | +0.98% | 加碼 |
| 23 | VOO | Vanguard S&p 500 ETF | +0.1% | +32.99% | 加碼 |
| 24 | NDSN | Nordson CORP | 0% | -0.12% | 減碼 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | +16.84% | 加碼 |
| 26 | MA | Mastercard Inc - A | 0% | -2.26% | 減碼 |
| 27 | ZTS | Zoetis Inc | 0% | -1.36% | 減碼 |
| 28 | ABT | Abbott Laboratories | 0% | -0.17% | 減碼 |
| 29 | SCHX | Schwab US Large-cap ETF | 0% | +5.12% | 加碼 |
| 30 | KO | Coca-cola Co/the | 0% | -3.02% | 減碼 |
| 31 | ITW | Illinois Tool Works | 0% | +1.19% | 加碼 |
| 32 | HD | Home Depot Inc | 0% | -2.35% | 減碼 |
| 33 | VEA | Vanguard Ftse Developed ETF | 0% | +3.86% | 加碼 |
| 34 | AXS | AXIS Capital Holdings Limited | — | -4.74% | 減碼 |
| 35 | AFG | American Financial Group Inc | — | -1.30% | 減碼 |
| 36 | IWB | Ishares Russell 1000 ETF | 0% | +0.86% | 加碼 |
| 37 | PG | Procter & Gamble Co/the | 0% | +1.51% | 加碼 |
| 38 | WMB | Williams Cos Inc | 0% | -1.68% | 減碼 |
| 39 | LECO | Lincoln Electric Holdings | -0.1% | EXIT | 清倉 |
| 40 | INTU | Intuit Inc | -0.1% | -5.03% | 減碼 |
| 41 | ADBE | Adobe Inc | -0.1% | -1.78% | 減碼 |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.12% | 減碼 |
| 43 | APH | Amphenol Corp-cl A | -0.1% | -6.49% | 減碼 |
| 44 | ZBH | Zimmer Biomet Holdings Inc | -0.2% | -30.03% | 減碼 |
| 45 | WMT | Walmart Inc | -0.2% | -33.62% | 減碼 |
| 46 | COR | Cencora Inc | -0.3% | -18.19% | 減碼 |
| 47 | CMCSA | Comcast Corp-class A | -0.4% | -64.26% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.4% | -1.04% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.4% | -0.88% | 減碼 |
| 50 | AMT | American Tower CORP | -0.5% | -82.15% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Johnson Investment Counsel Inc 在 Q3 2024 季度的美股持倉總市值約為 US$136.9億，共申報了 808 個公開持股部位。
在 Q3 2024 季度，Johnson Investment Counsel Inc 按市值排列的前三大核心持股分別為：IVV (7.5%)、AAPL (4.4%)、IWB (4.0%)。其中最大持股部位 IVV 佔據整體投資組合約 7.5% 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。
本季最大獲利了結 / 清倉標的
LECO
前期市值: US$599.9萬
在 Q3 2024 季度中，Johnson Investment Counsel Inc 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 23 個部位、減碼 26 個部位以及清倉 1 個部位。 本季清倉部位包含 LECO。
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。