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: 0002043536
申報總市值
US$1.2億
US$1.2億
246 檔
17.4%
根據最新整理的 13F 季度數據集，Kennebec Savings Bank 於 Q4 2024 結束時的管理資產規模為 US$1.2億。該機構在本季度申報了 246 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Kennebec Savings Bank 展現出較為審慎的避險與獲利了結姿態。本季共減碼 37 個部位並完全清倉 0 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Kennebec Savings Bank 的前 5 大持股（包含 AAPL, MSFT, AMZN）貢獻了組合市值的 17.4%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 246 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 | AAPL | Apple Inc | 股票-科技 | 7.96% | -0.02% | -2.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.39% | -0.16% | -5.85% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.95% | +0.11% | -1.11% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.83% | +0.47% | -2.82% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.77% | +0.28% | +0.64% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.58% | +0.12% | -0.51% | |
| 7 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.09% | -0.06% | -1.50% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.87% | +0.24% | -11.08% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.87% | -0.04% | +0.05% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 1.76% | -0.41% | -4.99% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.71% | -0.75% | +0.08% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.59% | +0.07% | -1.85% | |
| 13 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.56% | -0.22% | +8.16% | |
| 14 | UNP | Union Pacific CORP | 股票-工業 | 1.38% | +0.20% | +0.38% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.37% | +0.58% | +0.30% | |
| 16 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.36% | -0.31% | -1.40% | |
| 17 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.29% | -0.28% | -1.09% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.29% | -0.11% | -1.24% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.28% | -0.03% | -5.77% | |
| 20 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 1.24% | — | +8679.22% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.23% | +0.03% | +3.66% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.22% | -0.20% | -5.13% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.22% | +0.02% | -13.15% | |
| 24 | WMB | Williams Cos Inc | 股票-能源 | 1.16% | -0.15% | -6.20% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.13% | -0.04% | -3.00% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | +0.25% | -1.15% | |
| 27 | HON | Honeywell International Inc | 股票-工業 | 1.07% | -1.13% | EXIT | |
| 28 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.04% | -0.03% | -9.96% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | +0.19% | -7.01% | |
| 30 | ADP | Automatic Data Processing | 股票-科技 | 1.01% | +0.11% | — | |
| 31 | CAT | Caterpillar Inc | 股票-工業 | 0.99% | +0.62% | -3.13% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.99% | -0.07% | -2.92% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.98% | -0.14% | -3.13% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.98% | -0.31% | -2.03% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | +0.22% | -13.14% | |
| 36 | RTX | Rtx CORP | 股票-工業 | 0.89% | -0.15% | -4.69% | |
| 37 | ETN | Eaton Corporation plc | 股票-工業 | 0.88% | +0.07% | -0.92% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.88% | -0.19% | +468.47% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.87% | +0.05% | -2.20% | |
| 40 | TSLA | Tesla Inc | 股票-循環性消費 | 0.83% | -0.02% | -12.62% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.83% | +0.02% | +22.66% | |
| 42 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.82% | -0.09% | -2.58% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.71% | -0.04% | -1.46% | |
| 44 | DHR | Danaher CORP | 股票-醫療保健 | 0.71% | -0.04% | -0.14% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.71% | -0.08% | -3.02% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.69% | -0.22% | -2.47% | |
| 47 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.69% | -0.05% | +0.32% | |
| 48 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.69% | -0.35% | -3.63% | |
| 49 | DOW | Dow Inc | 股票-原物料 | 0.67% | -0.52% | -11.23% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.65% | -0.44% | -0.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MMIT | Nyli Mackay Muni Intrm ETF | +1.2% | +8679.22% | 加碼 |
| 2 | BIV | Vanguard Intermediate-term B | +0.7% | +468.47% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.5% | -1.11% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.64% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.4% | -2.82% | 減碼 |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +202.20% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.3% | -11.08% | 減碼 |
| 8 | NVDA | Nvidia CORP | +0.3% | -0.51% | 減碼 |
| 9 | TSLA | Tesla Inc | +0.2% | -12.62% | 減碼 |
| 10 | AMP | Ameriprise Financial Inc | +0.2% | -1.50% | 減碼 |
| 11 | WMB | Williams Cos Inc | +0.2% | -6.20% | 減碼 |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +0.30% | 加碼 |
| 13 | WMT | Walmart Inc | +0.2% | -4.99% | 減碼 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +260.82% | 加碼 |
| 15 | COP | Conocophillips | +0.1% | +31.06% | 加碼 |
| 16 | CRM | Salesforce Inc | +0.1% | -3.13% | 減碼 |
| 17 | AAPL | Apple Inc | 0% | -2.16% | 減碼 |
| 18 | RTX | Rtx CORP | -0.1% | -4.69% | 減碼 |
| 19 | HD | Home Depot Inc | -0.1% | -3.00% | 減碼 |
| 20 | MDY | State Street Spdr S&p Midcap | -0.1% | -5.77% | 減碼 |
| 21 | TMO | Thermo Fisher Scientific Inc | -0.1% | +0.32% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | -0.1% | -13.14% | 減碼 |
| 23 | CB | Chubb Limited | -0.1% | -1.46% | 減碼 |
| 24 | VNQ | Vanguard Real Estate ETF | -0.1% | -0.04% | 減碼 |
| 25 | NVS | Novartis Ag-sponsored Adr | -0.1% | -1.86% | 減碼 |
| 26 | XOM | Exxon Mobil CORP | -0.1% | +0.08% | 加碼 |
| 27 | UNP | Union Pacific CORP | -0.1% | +0.38% | 加碼 |
| 28 | MCD | Mcdonald's CORP | -0.1% | -1.09% | 減碼 |
| 29 | TGT | Target CORP | -0.1% | -4.99% | 減碼 |
| 30 | HAS | Hasbro Inc | -0.1% | -5.07% | 減碼 |
| 31 | ADBE | Adobe Inc | -0.1% | +1.94% | 加碼 |
| 32 | DHR | Danaher CORP | -0.1% | -0.14% | 減碼 |
| 33 | CAT | Caterpillar Inc | -0.1% | -3.13% | 減碼 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -1.24% | 減碼 |
| 35 | MDT | Medtronic plc | -0.1% | -11.55% | 減碼 |
| 36 | NEE | Nextera Energy Inc | -0.1% | -9.36% | 減碼 |
| 37 | JNJ | Johnson & Johnson | -0.1% | -2.03% | 減碼 |
| 38 | PLD | Prologis Inc | -0.1% | -6.94% | 減碼 |
| 39 | LMT | Lockheed Martin CORP | -0.2% | -2.47% | 減碼 |
| 40 | VZ | Verizon Communications Inc | -0.2% | -11.78% | 減碼 |
| 41 | AMT | American Tower CORP | -0.2% | -10.32% | 減碼 |
| 42 | VEA | Vanguard Ftse Developed ETF | -0.2% | +0.05% | 加碼 |
| 43 | ABBV | Abbvie Inc | -0.2% | -1.85% | 減碼 |
| 44 | AMD | Advanced Micro Devices | -0.2% | — | 不變 |
| 45 | CCI | Crown Castle Inc | -0.2% | -9.87% | 減碼 |
| 46 | PEP | Pepsico Inc | -0.2% | -1.40% | 減碼 |
| 47 | F | Ford Motor Co | -0.2% | -86.26% | 減碼 |
| 48 | DIS | Walt Disney Co/the | -0.4% | -68.38% | 減碼 |
| 49 | DOW | Dow Inc | -0.4% | -11.23% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.4% | -5.85% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Kennebec Savings Bank 在 Q4 2024 季度的美股持倉總市值約為 US$1.2億，共申報了 246 個公開持股部位。
在 Q4 2024 季度，Kennebec Savings Bank 按市值排列的前三大核心持股分別為：AAPL (8.0%)、MSFT (5.4%)、AMZN (3.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.0% 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
AAPL
前期市值: US$802.6萬
在 Q4 2024 季度中，Kennebec Savings Bank 共進行了 49 項持倉異動，包含新建倉 0 個部位、加碼 12 個部位、減碼 37 個部位以及清倉 0 個部位。
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。