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
789 檔
17.4%
Q4 2024 季度申報顯示，Johnson Investment Counsel Inc 揭露的美股組合總市值為 US$136.9億，涵蓋 789 個不同之權益投資部位。
在 Q4 2024，Johnson Investment Counsel Inc 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 25 檔、減碼 24 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
檢視投資組合結構，前 5 大主力部位（包含 IVV, AAPL, IWB）占據了總市值的 17.4%，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 789 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 | 7.55% | +0.54% | -0.31% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.57% | +0.01% | -1.42% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.17% | +0.19% | +3.04% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.78% | -0.18% | +1.27% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.18% | -0.17% | +4.50% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.30% | +0.26% | +0.30% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.17% | +0.13% | +3.54% | |
| 8 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.87% | +0.07% | +0.66% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.80% | -0.01% | +6.18% | |
| 10 | WMB | Williams Cos Inc | 股票-能源 | 1.70% | -0.22% | -1.87% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.49% | -0.07% | -1.56% | |
| 12 | NDAQ | Nasdaq Inc | 股票-金融 | 1.46% | -0.17% | -1.19% | |
| 13 | DHR | Danaher CORP | 股票-醫療保健 | 1.34% | -0.12% | +6.56% | |
| 14 | ACN | Accenture plc | 股票-科技 | 1.31% | -0.26% | +1.67% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.26% | — | -2.46% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.19% | +0.04% | -0.14% | |
| 17 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.13% | -0.07% | -2.56% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.13% | +0.06% | +5.72% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.12% | -0.34% | +1.99% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.11% | -0.20% | +1.24% | |
| 21 | WM | Waste Management Inc | 股票-工業 | 1.07% | -0.12% | -0.29% | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.07% | -0.17% | -0.52% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.07% | +0.12% | +239.03% | |
| 24 | NVT | nVent Electric plc | 股票-工業 | 1.05% | +0.31% | +2.80% | |
| 25 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.05% | -0.18% | +0.51% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.02% | -0.11% | +6.24% | |
| 27 | AEP | American Electric Power | 股票-公用事業 | 1.00% | -0.10% | +5.01% | |
| 28 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.95% | -0.11% | +0.12% | |
| 29 | COR | Cencora Inc | 股票-醫療保健 | 0.91% | -0.23% | +0.93% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.90% | -0.16% | -0.28% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.89% | -0.06% | +1.39% | |
| 32 | ADI | Analog Devices Inc | 股票-科技 | 0.88% | +0.15% | -0.80% | |
| 33 | HON | Honeywell International Inc | 股票-工業 | 0.87% | -0.76% | EXIT | |
| 34 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.86% | -0.21% | +1.01% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.83% | +0.09% | +3.48% | |
| 36 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.82% | -0.26% | -0.79% | |
| 37 | APH | Amphenol Corp-cl A | 股票-科技 | 0.81% | +0.25% | -3.28% | |
| 38 | ROP | Roper Technologies Inc | 股票-科技 | 0.78% | -0.12% | +1.42% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.77% | -0.04% | -2.93% | |
| 40 | AFG | American Financial Group Inc | 股票-金融 | 0.76% | -0.21% | +0.30% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.76% | +0.09% | +5.21% | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.73% | -0.15% | +23.13% | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.71% | -0.13% | -6.18% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.71% | +0.23% | +0.51% | |
| 45 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.71% | -0.09% | -0.59% | |
| 46 | ITW | Illinois Tool Works | 股票-工業 | 0.71% | -0.04% | +1.08% | |
| 47 | EG | Everest Group, Ltd. | 股票-金融 | 0.66% | -0.01% | +5.07% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.65% | +0.09% | +12.31% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.63% | -0.06% | +2.42% | |
| 50 | NDSN | Nordson CORP | 股票-工業 | 0.63% | — | +0.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.3% | +6.18% | 加碼 |
| 2 | IEX | Idex CORP | +0.3% | +178.34% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.30% | 加碼 |
| 4 | ABBV | Abbvie Inc | +0.3% | NEW | 新建倉 |
| 5 | WMB | Williams Cos Inc | +0.2% | -1.87% | 減碼 |
| 6 | AAPL | Apple Inc | +0.2% | -1.42% | 減碼 |
| 7 | IWB | Ishares Russell 1000 ETF | +0.2% | +3.04% | 加碼 |
| 8 | TSLA | Tesla Inc | +0.2% | -1.36% | 減碼 |
| 9 | V | Visa Inc-class A Shares | +0.1% | -0.14% | 減碼 |
| 10 | SCHX | Schwab US Large-cap ETF | +0.1% | +239.03% | 加碼 |
| 11 | FHN | First Horizon CORP | +0.1% | +2.79% | 加碼 |
| 12 | CINF | Cincinnati Financial CORP | +0.1% | +0.66% | 加碼 |
| 13 | AVGO | Broadcom Inc | +0.1% | +2.42% | 加碼 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.51% | 加碼 |
| 15 | AXS | AXIS Capital Holdings Limited | +0.1% | -2.56% | 減碼 |
| 16 | HON | Honeywell International Inc | +0.1% | +0.55% | 加碼 |
| 17 | SCHG | Schwab US Large-cap Growth | +0.1% | +436.48% | 加碼 |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.31% | 減碼 |
| 19 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +3.54% | 加碼 |
| 20 | MA | Mastercard Inc - A | +0.1% | -1.56% | 減碼 |
| 21 | PEP | Pepsico Inc | +0.1% | +23.13% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -0.46% | 減碼 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.39% | 加碼 |
| 24 | MSFT | Microsoft CORP | +0.1% | +4.50% | 加碼 |
| 25 | NDAQ | Nasdaq Inc | +0.1% | -1.19% | 減碼 |
| 26 | WTW | Willis Towers Watson Public Limited Company | +0.1% | +1.01% | 加碼 |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | -0.55% | 減碼 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +5.21% | 加碼 |
| 29 | MCD | Mcdonald's CORP | -0.1% | -0.28% | 減碼 |
| 30 | NEE | Nextera Energy Inc | -0.1% | +0.55% | 加碼 |
| 31 | AMT | American Tower CORP | -0.1% | -31.75% | 減碼 |
| 32 | MRSH | Marsh & Mclennan Cos | -0.1% | +0.12% | 加碼 |
| 33 | AEP | American Electric Power | -0.1% | +5.01% | 加碼 |
| 34 | CMCSA | Comcast Corp-class A | -0.1% | -37.15% | 減碼 |
| 35 | LOW | Lowe's Cos Inc | -0.1% | -0.59% | 減碼 |
| 36 | ADBE | Adobe Inc | -0.1% | +2.42% | 加碼 |
| 37 | ADI | Analog Devices Inc | -0.1% | -0.80% | 減碼 |
| 38 | MDT | Medtronic plc | -0.1% | -5.39% | 減碼 |
| 39 | GPC | Genuine Parts Co | -0.1% | -12.55% | 減碼 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | +1.27% | 加碼 |
| 41 | CSL | Carlisle Cos Inc | -0.1% | -1.51% | 減碼 |
| 42 | KO | Coca-cola Co/the | -0.1% | +1.39% | 加碼 |
| 43 | SPGI | S&p Global Inc | -0.2% | -17.56% | 減碼 |
| 44 | NDSN | Nordson CORP | -0.2% | +0.08% | 加碼 |
| 45 | ZTS | Zoetis Inc | -0.2% | -0.79% | 減碼 |
| 46 | DHR | Danaher CORP | -0.2% | +6.56% | 加碼 |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | -2.46% | 減碼 |
| 48 | ZBH | Zimmer Biomet Holdings Inc | -0.3% | -69.76% | 減碼 |
| 49 | EL | Estee Lauder Companies-cl A | -0.3% | -97.19% | 減碼 |
| 50 | HSY | Hershey Co/the | -0.4% | -73.75% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Johnson Investment Counsel Inc 在 Q4 2024 季度的美股持倉總市值約為 US$136.9億，共申報了 789 個公開持股部位。
在 Q4 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 (4.6%)、IWB (4.2%)。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。
本季最大新建倉標的
ABBV
市值: US$2780.4萬
本季最大獲利了結 / 清倉標的
IVV
前期市值: US$7.6億
在 Q4 2024 季度中，Johnson Investment Counsel Inc 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 25 個部位、減碼 24 個部位以及清倉 0 個部位。 其中最大新建倉標的為 ABBV。
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。