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: 0001840455
申報總市值
US$6.3億
US$6.3億
223 檔
12.6%
在 Q3 2024 的 13F 官方備案中，Kesler, Norman & Wride, LLC 管理的美股投資組合規模來到 US$6.3億，整體持股檔數為 223 檔。
Q3 2024 數據顯示 Kesler, Norman & Wride, LLC 積極進場，新開立 20 個部位並同步加碼 14 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 KR, AAPL, SPY）累計市值佔比達 12.6%，是驅動 Kesler, Norman & Wride, LLC 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 223 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 | KR | Kroger Co | 股票-非循環性消費 | 3.92% | -0.97% | +0.00% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.33% | +0.20% | -10.15% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.21% | +0.09% | +1.04% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | -0.22% | -4.15% | |
| 5 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.15% | +0.12% | -12.62% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.10% | -0.25% | -5.85% | |
| 7 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.85% | -0.48% | -6.47% | |
| 8 | COR | Cencora Inc | 股票-醫療保健 | 1.65% | -0.31% | -5.63% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.63% | -0.11% | -0.28% | |
| 10 | ADI | Analog Devices Inc | 股票-科技 | 1.62% | +0.19% | -6.73% | |
| 11 | ICE | Intercontinental Exchange In | 股票-金融 | 1.61% | -0.42% | +6.59% | |
| 12 | BLKCHF | Blackrock Inc | 股票-其他 | 1.57% | — | -7.47% | |
| 13 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 1.51% | — | +3.21% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工業 | 1.50% | -0.28% | -0.08% | |
| 15 | CB | Chubb Limited | 股票-金融 | 1.47% | -0.06% | -4.75% | |
| 16 | GD | General Dynamics CORP | 股票-工業 | 1.45% | -0.09% | -5.30% | |
| 17 | ACN | Accenture plc | 股票-科技 | 1.44% | -0.31% | -6.07% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.43% | -0.03% | -1.78% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 1.42% | -0.08% | +7.60% | |
| 20 | TXN | Texas Instruments Inc | 股票-科技 | 1.41% | +0.39% | -4.27% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.34% | -0.06% | -11.95% | |
| 22 | LHX | L3harris Technologies Inc | 股票-工業 | 1.27% | -0.41% | -5.12% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.24% | -0.12% | -12.53% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 1.23% | +0.53% | -13.56% | |
| 25 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 1.23% | -0.08% | -3.59% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.23% | +0.34% | -2.12% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 1.21% | -0.12% | -13.49% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.20% | -0.13% | +1.71% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 1.19% | +0.03% | -5.53% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.17% | -0.16% | -3.17% | |
| 31 | PH | Parker Hannifin CORP | 股票-工業 | 1.17% | +0.02% | +2.70% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | +0.08% | +960.64% | |
| 33 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.11% | -0.07% | -9.91% | |
| 34 | PSX | Phillips 66 | 股票-能源 | 1.10% | -0.19% | -10.69% | |
| 35 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.09% | -0.19% | -0.99% | |
| 36 | FYLD | Cambria Foreign Shareholder | ETF-其他 | 1.09% | -0.04% | +5.16% | |
| 37 | MDT | Medtronic plc | 股票-醫療保健 | 1.04% | -0.04% | +0.37% | |
| 38 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.98% | — | -2.36% | |
| 39 | EYLD | Cambria Emerg Shrhldr Yield | ETF-其他 | 0.90% | +0.03% | +5.75% | |
| 40 | EMR | Emerson Electric Co | 股票-工業 | 0.89% | +0.02% | -9.56% | |
| 41 | KEY | Keycorp | 股票-金融 | 0.85% | — | — | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | -0.14% | +10.74% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工業 | 0.78% | +0.03% | NEW | |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.78% | -0.14% | -5.86% | |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.78% | -0.16% | -5.48% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | +0.24% | +6.27% | |
| 47 | SYK | Stryker CORP | 股票-醫療保健 | 0.74% | -0.12% | -16.62% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.70% | +0.33% | +10.21% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | +0.08% | -6.10% | |
| 50 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.64% | +0.05% | -14.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +0.3% | NEW | 新建倉 |
| 2 | ANETEUR | Arista Networks Inc | +0.3% | NEW | 新建倉 |
| 3 | KR | Kroger Co | +0.2% | +0.00% | 加碼 |
| 4 | INTU | Intuit Inc | +0.2% | NEW | 新建倉 |
| 5 | ICE | Intercontinental Exchange In | +0.2% | +6.59% | 加碼 |
| 6 | LMT | Lockheed Martin CORP | +0.2% | -0.08% | 減碼 |
| 7 | KKR | Kkr & Co Inc | +0.2% | NEW | 新建倉 |
| 8 | PH | Parker Hannifin CORP | +0.2% | +2.70% | 加碼 |
| 9 | TTD | Trade Desk Inc/the -class A | +0.2% | NEW | 新建倉 |
| 10 | NOW | Servicenow Inc | +0.2% | NEW | 新建倉 |
| 11 | BSX | Boston Scientific CORP | +0.2% | NEW | 新建倉 |
| 12 | IBM | Intl Business Machines CORP | +0.2% | +164.89% | 加碼 |
| 13 | PGR | Progressive CORP | +0.2% | NEW | 新建倉 |
| 14 | PANW | Palo Alto Networks Inc | +0.2% | NEW | 新建倉 |
| 15 | OMC | Omnicom Group | +0.2% | +161.49% | 加碼 |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | 新建倉 |
| 17 | MELI | Mercadolibre Inc | +0.2% | NEW | 新建倉 |
| 18 | BX | Blackstone Inc | +0.2% | NEW | 新建倉 |
| 19 | MU | Micron Technology Inc | +0.2% | NEW | 新建倉 |
| 20 | RTX | Rtx CORP | +0.2% | +57.14% | 加碼 |
| 21 | NYT | New York Times Co-a | +0.2% | NEW | 新建倉 |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | NEW | 新建倉 |
| 23 | CMG | Chipotle Mexican Grill Inc | +0.1% | NEW | 新建倉 |
| 24 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 25 | CI | THE Cigna Group | +0.1% | NEW | 新建倉 |
| 26 | EA | Electronic Arts Inc | +0.1% | +135.25% | 加碼 |
| 27 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建倉 |
| 28 | BDC | Belden Inc | +0.1% | +77.12% | 加碼 |
| 29 | PHM | Pultegroup Inc | +0.1% | +99.94% | 加碼 |
| 30 | CVLT | Commvault Systems Inc | +0.1% | NEW | 新建倉 |
| 31 | LOW | Lowe's Cos Inc | +0.1% | -6.47% | 減碼 |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +10.74% | 加碼 |
| 33 | KEY | Keycorp | +0.1% | — | 不變 |
| 34 | AVGO | Broadcom Inc | +0.1% | +960.64% | 加碼 |
| 35 | MDT | Medtronic plc | +0.1% | +0.37% | 加碼 |
| 36 | BLKCHF | Blackrock Inc | +0.1% | -7.47% | 減碼 |
| 37 | JNJ | Johnson & Johnson | 0% | -0.28% | 減碼 |
| 38 | AMGN | Amgen Inc | 0% | +7.60% | 加碼 |
| 39 | ACN | Accenture plc | 0% | -6.07% | 減碼 |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +1.04% | 加碼 |
| 41 | AMT | American Tower CORP | -0.1% | EXIT | 清倉 |
| 42 | PPG | Ppg Industries Inc | -0.2% | -43.25% | 減碼 |
| 43 | MDLZ | Mondelez International Inc-a | -0.2% | -34.05% | 減碼 |
| 44 | HON | Honeywell International Inc | -0.2% | -25.20% | 減碼 |
| 45 | JPM | Jpmorgan Chase & Co | -0.2% | -23.19% | 減碼 |
| 46 | CMCSA | Comcast Corp-class A | -0.2% | -43.63% | 減碼 |
| 47 | AMZN | Amazon.com Inc | -0.2% | -14.11% | 減碼 |
| 48 | FXR | First Trust Indst/producers | -0.3% | EXIT | 清倉 |
| 49 | PSX | Phillips 66 | -0.3% | -10.69% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.5% | -4.15% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Kesler, Norman & Wride, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$6.3億，共申報了 223 個公開持股部位。
在 Q3 2024 季度，Kesler, Norman & Wride, LLC 按市值排列的前三大核心持股分別為：KR (3.9%)、AAPL (3.3%)、SPY (3.2%)。其中最大持股部位 KR 佔據整體投資組合約 3.9% 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
NFLX
市值: US$171.3萬
本季最大獲利了結 / 清倉標的
FXR
前期市值: US$133.2萬
在 Q3 2024 季度中，Kesler, Norman & Wride, LLC 共進行了 49 項持倉異動，包含新建倉 20 個部位、加碼 14 個部位、減碼 13 個部位以及清倉 2 個部位。 其中最大新建倉標的為 NFLX。 本季清倉部位包含 FXR。
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。