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: 0001584686
申報總市值
US$16.7億
US$16.7億
500 檔
22.5%
根據最新整理的 13F 季度數據集，Kentucky Retirement Systems Insurance Trust Fund 於 Q3 2024 結束時的管理資產規模為 US$16.7億。該機構在本季度申報了 500 檔美股持倉，呈現出該時期的主要投資地圖。
Kentucky Retirement Systems Insurance Trust Fund 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 187 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, NVDA）占據了總市值的 22.5%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
PLTR
市值: US$221.8萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$148.6萬
僅顯示前 200 大持股（共 500 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 | 7.28% | -0.10% | -3.17% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.57% | -0.58% | -8.20% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.14% | +0.03% | -8.20% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.58% | +0.01% | -6.37% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.57% | -0.31% | -8.49% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.00% | +0.27% | -8.44% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.73% | -0.13% | -7.12% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.65% | +0.20% | -9.78% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.65% | +0.18% | +880.92% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.49% | -0.02% | -8.21% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.44% | +0.19% | -9.30% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.04% | -9.05% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.11% | +0.15% | -7.90% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.07% | -0.38% | -9.09% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | — | -2.59% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.84% | -0.07% | -8.44% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.84% | -0.08% | -7.76% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.83% | -0.04% | -8.15% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | -0.14% | -8.24% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.80% | -0.09% | -8.18% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 0.72% | -0.20% | -6.66% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.72% | +0.01% | -8.18% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.63% | -0.26% | -8.58% | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.59% | -0.04% | -8.13% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | -0.03% | -8.16% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.05% | -7.96% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | — | -8.92% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.55% | +0.88% | -8.08% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.54% | -0.09% | -8.42% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.51% | -0.21% | -8.91% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.49% | -0.03% | -8.14% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.48% | -0.09% | -8.29% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.47% | -0.06% | -9.15% | |
| 34 | LIN | Linde plc | 股票-原物料 | 0.47% | -0.04% | -8.20% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.45% | -0.10% | -8.55% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | -0.10% | -8.63% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | +0.18% | -8.67% | |
| 38 | GE | General Electric | 股票-工業 | 0.42% | +0.08% | -9.07% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | +0.01% | -7.95% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.41% | -0.07% | -8.19% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | -0.05% | -10.38% | |
| 42 | CAT | Caterpillar Inc | 股票-工業 | 0.39% | +0.18% | -8.98% | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.39% | +0.06% | -8.53% | |
| 44 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.39% | -0.10% | -8.20% | |
| 45 | PM | Philip Morris International | 股票-非循環性消費 | 0.39% | -0.02% | -8.19% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.39% | +0.10% | -7.95% | |
| 47 | NOW | Servicenow Inc | 股票-科技 | 0.38% | -0.03% | -7.76% | |
| 48 | DHR | Danaher CORP | 股票-醫療保健 | 0.37% | -0.03% | -10.49% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.36% | -0.04% | -8.68% | |
| 50 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.36% | -0.07% | -8.21% |
| # | 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% | -3.17% | 減碼 |
| 2 | TSLA | Tesla Inc | +0.3% | -8.21% | 減碼 |
| 3 | META | Meta Platforms Inc-class A | +0.2% | -8.49% | 減碼 |
| 4 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | 新建倉 |
| 5 | AVGO | Broadcom Inc | +0.1% | +880.92% | 加碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -7.12% | 減碼 |
| 7 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 8 | WMT | Walmart Inc | +0.1% | -6.66% | 減碼 |
| 9 | UNH | Unitedhealth Group Inc | +0.1% | -7.90% | 減碼 |
| 10 | VST | Vistra CORP | +0.1% | NEW | 新建倉 |
| 11 | HD | Home Depot Inc | +0.1% | -8.15% | 減碼 |
| 12 | DELL | Dell Technologies -c | +0.1% | NEW | 新建倉 |
| 13 | IBM | Intl Business Machines CORP | +0.1% | -7.95% | 減碼 |
| 14 | ORCL | Oracle CORP | +0.1% | -7.96% | 減碼 |
| 15 | ABBV | Abbvie Inc | +0.1% | -8.18% | 減碼 |
| 16 | SW | Smurfit Westrock Plc | +0.1% | NEW | 新建倉 |
| 17 | MCD | Mcdonald's CORP | +0.1% | -8.63% | 減碼 |
| 18 | PM | Philip Morris International | +0.1% | -8.19% | 減碼 |
| 19 | MA | Mastercard Inc - A | +0.1% | -7.76% | 減碼 |
| 20 | GEV | GE Vernova Inc | 0% | -7.96% | 減碼 |
| 21 | LOW | Lowe's Cos Inc | 0% | -8.59% | 減碼 |
| 22 | PGR | Progressive CORP | 0% | -8.21% | 減碼 |
| 23 | RTX | Rtx CORP | 0% | -8.15% | 減碼 |
| 24 | NEE | Nextera Energy Inc | 0% | -8.21% | 減碼 |
| 25 | GE | General Electric | 0% | -9.07% | 減碼 |
| 26 | SBUX | Starbucks CORP | 0% | -8.16% | 減碼 |
| 27 | BX | Blackstone Inc | 0% | -7.51% | 減碼 |
| 28 | BMY | Bristol-myers Squibb Co | 0% | -8.19% | 減碼 |
| 29 | V | Visa Inc-class A Shares | 0% | -2.59% | 減碼 |
| 30 | LMT | Lockheed Martin CORP | 0% | -8.81% | 減碼 |
| 31 | PYPL | Paypal Holdings Inc | 0% | -10.28% | 減碼 |
| 32 | ACN | Accenture plc | 0% | -8.55% | 減碼 |
| 33 | MMM | 3m Co | 0% | -8.87% | 減碼 |
| 34 | ERIE | Erie Indemnity Company-cl A | 0% | NEW | 新建倉 |
| 35 | SHW | Sherwin-williams Co/the | 0% | -8.68% | 減碼 |
| 36 | CEG | Constellation Energy | 0% | -8.95% | 減碼 |
| 37 | BLKCHF | Blackrock Inc | 0% | -8.48% | 減碼 |
| 38 | CAT | Caterpillar Inc | 0% | -8.98% | 減碼 |
| 39 | KKR | Kkr & Co Inc | 0% | -6.98% | 減碼 |
| 40 | DHI | Dr Horton Inc | 0% | -9.11% | 減碼 |
| 41 | PH | Parker Hannifin CORP | 0% | -8.20% | 減碼 |
| 42 | KO | Coca-cola Co/the | 0% | -8.16% | 減碼 |
| 43 | SPGI | S&p Global Inc | 0% | -8.18% | 減碼 |
| 44 | NOW | Servicenow Inc | 0% | -7.76% | 減碼 |
| 45 | JNJ | Johnson & Johnson | 0% | -8.18% | 減碼 |
| 46 | TMO | Thermo Fisher Scientific Inc | 0% | -8.14% | 減碼 |
| 47 | GILD | Gilead Sciences Inc | 0% | -8.27% | 減碼 |
| 48 | KVUE | Kenvue Inc | 0% | +2.00% | 加碼 |
| 49 | CARR | Carrier Global CORP | 0% | -8.03% | 減碼 |
| 50 | AMT | American Tower CORP | 0% | -8.19% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Kentucky Retirement Systems Insurance Trust Fund 在 Q3 2024 季度的美股持倉總市值約為 US$16.7億，共申報了 500 個公開持股部位。
在 Q3 2024 季度，Kentucky Retirement Systems Insurance Trust Fund 按市值排列的前三大核心持股分別為：AAPL (7.3%)、MSFT (6.6%)、NVDA (6.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.3% 的權重。
在 Q3 2024 季度中，Kentucky Retirement Systems Insurance Trust Fund 共進行了 200 項持倉異動，包含新建倉 7 個部位、加碼 6 個部位、減碼 182 個部位以及清倉 5 個部位。 其中最大新建倉標的為 PLTR。 本季清倉部位包含 TEL。
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。
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。
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。