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: 0000920441
申報總市值
US$4.7億
US$4.7億
172 檔
28.5%
Q3 2024 季度申報顯示，Kelly Lawrence W & Associates Inc/ca 揭露的美股組合總市值為 US$4.7億，涵蓋 172 個不同之權益投資部位。
在 Q3 2024，Kelly Lawrence W & Associates Inc/ca 展現出較為審慎的避險與獲利了結姿態。本季共減碼 55 個部位並完全清倉 6 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Kelly Lawrence W & Associates Inc/ca 的前 5 大持股（包含 AAPL, GOOGL, AMD）貢獻了組合市值的 28.5%，形成該機構在 Q3 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 | AAPL | Apple Inc | 股票-科技 | 8.54% | -1.02% | -0.81% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.19% | -0.44% | -1.18% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 6.10% | +6.39% | -0.24% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 5.18% | -1.95% | -1.40% | |
| 5 | FISV | Fiserv Inc | 股票-其他 | 4.05% | — | -0.89% | |
| 6 | ICE | Intercontinental Exchange In | 股票-金融 | 3.66% | -1.52% | -1.06% | |
| 7 | ROP | Roper Technologies Inc | 股票-科技 | 3.66% | -0.69% | -1.53% | |
| 8 | GNRC | Generac Holdings Inc | 股票-工業 | 3.64% | +0.49% | -0.61% | |
| 9 | BR | Broadridge Financial Solutio | 股票-科技 | 3.62% | -0.92% | -1.65% | |
| 10 | DHR | Danaher CORP | 股票-醫療保健 | 3.22% | — | -0.96% | |
| 11 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 3.01% | — | +0.35% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.97% | -0.46% | -0.80% | |
| 13 | COF | Capital One Financial CORP | 股票-金融 | 2.89% | -0.56% | -1.84% | |
| 14 | AMT | American Tower CORP | 股票-房地產 | 2.68% | -0.01% | -0.48% | |
| 15 | ALB | Albemarle CORP | 股票-原物料 | 2.58% | -0.10% | +0.25% | |
| 16 | LFUS | Littelfuse Inc | 股票-科技 | 2.56% | — | +1.10% | |
| 17 | ENOV | Enovis CORP | 股票-其他 | 2.52% | — | +3.71% | |
| 18 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 2.51% | — | +3.03% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.39% | -0.36% | +3.84% | |
| 20 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.39% | -0.82% | -0.37% | |
| 21 | CSGP | Costar Group Inc | 股票-房地產 | 2.36% | — | +1.04% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.28% | -0.67% | -0.37% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.73% | — | +0.93% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.56% | -0.21% | -0.48% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 1.52% | +0.80% | -1.47% | |
| 26 | AFL | Aflac Inc | 股票-金融 | 1.27% | -0.25% | -2.74% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 1.23% | -0.07% | -4.51% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | -0.17% | -3.24% | |
| 29 | WWD | Woodward Inc | 股票-工業 | 0.76% | -0.26% | -3.89% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.75% | -0.23% | +19.12% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.73% | +0.13% | -0.83% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.42% | -1.85% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.15% | -0.35% | |
| 34 | HXL | Hexcel CORP | 股票-工業 | 0.44% | -0.05% | -4.07% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.43% | -0.06% | -2.35% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | -0.11% | -3.19% | |
| 37 | BWEL | Boswell (jg) Co | 股票-其他 | 0.42% | -0.10% | — | |
| 38 | RITM V0 PERP B債券 | Rithm Capital CORP | 債券 | 0.40% | -0.09% | -0.96% | |
| 39 | SHEL | Shell Plc-adr | 股票-能源 | 0.38% | -0.04% | +6.77% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | -0.34% | EXIT | |
| 41 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.30% | -0.05% | -5.09% | |
| 42 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.26% | -0.06% | — | |
| 43 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.25% | -0.10% | — | |
| 44 | VRSN | Verisign Inc | 股票-科技 | 0.21% | -0.07% | — | |
| 45 | T 5 PERP A債券 | At&t Inc | 債券 | 0.20% | +0.01% | +34.13% | |
| 46 | AGNC V0 PERP E債券 | Agnc Investment CORP | 債券 | 0.18% | -0.04% | -4.89% | |
| 47 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.18% | -0.07% | -8.69% | |
| 48 | DOW | Dow Inc | 股票-原物料 | 0.17% | — | -3.01% | |
| 49 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.17% | -0.11% | -4.55% | |
| 50 | OKE | Oneok Inc | 股票-能源 | 0.16% | — | -27.65% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | -0.81% | 減碼 |
| 2 | FISV | Fiserv Inc | +0.6% | -0.89% | 減碼 |
| 3 | GNRC | Generac Holdings Inc | +0.6% | -0.61% | 減碼 |
| 4 | ICE | Intercontinental Exchange In | +0.5% | -1.06% | 減碼 |
| 5 | AMT | American Tower CORP | +0.4% | -0.48% | 減碼 |
| 6 | IQV | Iqvia Holdings Inc | +0.3% | +0.35% | 加碼 |
| 7 | DHR | Danaher CORP | +0.3% | -0.96% | 減碼 |
| 8 | BR | Broadridge Financial Solutio | +0.2% | -1.65% | 減碼 |
| 9 | AFL | Aflac Inc | +0.2% | -2.74% | 減碼 |
| 10 | JNJ | Johnson & Johnson | +0.2% | -0.37% | 減碼 |
| 11 | CRM | Salesforce Inc | +0.2% | +19.12% | 加碼 |
| 12 | COF | Capital One Financial CORP | +0.1% | -1.84% | 減碼 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +67.15% | 加碼 |
| 14 | HD | Home Depot Inc | +0.1% | -4.51% | 減碼 |
| 15 | KIM | Kimco Realty CORP | +0.1% | +144.27% | 加碼 |
| 16 | LFUS | Littelfuse Inc | +0.1% | +1.10% | 加碼 |
| 17 | COST | Costco Wholesale CORP | +0.1% | -1.40% | 減碼 |
| 18 | V | Visa Inc-class A Shares | +0.1% | -0.80% | 減碼 |
| 19 | WMT | Walmart Inc | +0.1% | +66.67% | 加碼 |
| 20 | ALB 7.25 03-01-27債券 | Albemarle CORP | +0.1% | +320.99% | 加碼 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -0.83% | 減碼 |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +36.23% | 加碼 |
| 23 | T 5 PERP A債券 | At&t Inc | +0.1% | +34.13% | 加碼 |
| 24 | DE | Deere & Co | +0.1% | +150.00% | 加碼 |
| 25 | CAT | Caterpillar Inc | +0.1% | +104.38% | 加碼 |
| 26 | CSGP | Costar Group Inc | 0% | +1.04% | 加碼 |
| 27 | PEP | Pepsico Inc | 0% | -0.37% | 減碼 |
| 28 | ABBV | Abbvie Inc | 0% | -2.35% | 減碼 |
| 29 | BAC | Bank Of America CORP | 0% | +43.45% | 加碼 |
| 30 | WFC | Wells Fargo & Co | 0% | +120.00% | 加碼 |
| 31 | PSX | Phillips 66 | 0% | +57.17% | 加碼 |
| 32 | GILD | Gilead Sciences Inc | 0% | -8.69% | 減碼 |
| 33 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 0% | — | 不變 |
| 34 | MMM | 3m Co | 0% | -8.70% | 減碼 |
| 35 | BRK-B | Berkshire Hathaway Inc. | 0% | — | 不變 |
| 36 | COP | Conocophillips | 0% | +28.74% | 加碼 |
| 37 | CPT | Camden Property Trust | 0% | +100.00% | 加碼 |
| 38 | BXP | Bxp Inc | 0% | +83.87% | 加碼 |
| 39 | PG | Procter & Gamble Co/the | 0% | -3.24% | 減碼 |
| 40 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 41 | VRSN | Verisign Inc | 0% | — | 不變 |
| 42 | ABT | Abbott Laboratories | 0% | — | 不變 |
| 43 | ATLC 9.25 01-31-29 *債券 | Atlanticus Holdings CORP | 0% | +35.50% | 加碼 |
| 44 | AEP | American Electric Power Company, Inc. | 0% | — | 不變 |
| 45 | EMR | Emerson Electric Co | 0% | +50.00% | 加碼 |
| 46 | CCI | Crown Castle Inc | 0% | — | 不變 |
| 47 | EXK | Exact Sciences CORP | 0% | — | 不變 |
| 48 | TSLA | Tesla Inc | 0% | — | 不變 |
| 49 | ZTS | Zoetis Inc | 0% | — | 不變 |
| 50 | RTX | Rtx CORP | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Kelly Lawrence W & Associates Inc/ca 在 Q3 2024 季度的美股持倉總市值約為 US$4.7億，共申報了 172 個公開持股部位。
在 Q3 2024 季度，Kelly Lawrence W & Associates Inc/ca 按市值排列的前三大核心持股分別為：AAPL (8.5%)、GOOGL (6.2%)、AMD (6.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.5% 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
NVDA
前期市值: US$2.5萬
在 Q3 2024 季度中，Kelly Lawrence W & Associates Inc/ca 共進行了 87 項持倉異動，包含新建倉 0 個部位、加碼 26 個部位、減碼 55 個部位以及清倉 6 個部位。 本季清倉部位包含 NVDA。
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。