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
214 檔
11.0%
Q4 2024 季度申報顯示，Kesler, Norman & Wride, LLC 揭露的美股組合總市值為 US$6.3億，涵蓋 214 個不同之權益投資部位。
Q4 2024 的申報記錄反映 Kesler, Norman & Wride, LLC 的板塊替換策略：機構本季推動了 27 筆增持與 23 筆減持，籌碼呈現明顯的結構重組。
整體而言，Kesler, Norman & Wride, LLC 的前 5 大持股（包含 AAPL, SPY, MSFT）貢獻了組合市值的 11.0%，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 214 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 | 3.84% | +0.20% | -2.53% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.69% | +0.09% | +2.24% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.21% | -0.22% | +0.60% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.17% | -0.25% | -8.86% | |
| 5 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.10% | +0.12% | +2.35% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.86% | -0.03% | +7.03% | |
| 7 | BLK | Blackrock Inc | 股票-金融 | 1.84% | -0.16% | — | |
| 8 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.80% | -0.48% | -2.61% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.71% | +0.08% | +1.06% | |
| 10 | COR | Cencora Inc | 股票-醫療保健 | 1.68% | -0.31% | -7.06% | |
| 11 | ICE | Intercontinental Exchange In | 股票-金融 | 1.66% | -0.42% | +0.75% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.62% | -0.11% | +1.71% | |
| 13 | ADI | Analog Devices Inc | 股票-科技 | 1.61% | +0.19% | -2.18% | |
| 14 | ACN | Accenture plc | 股票-科技 | 1.60% | -0.31% | +1.15% | |
| 15 | CB | Chubb Limited | 股票-金融 | 1.55% | -0.06% | -0.09% | |
| 16 | GD | General Dynamics CORP | 股票-工業 | 1.54% | -0.09% | +10.88% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.45% | -0.06% | +1.54% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.45% | -0.13% | +10.04% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.42% | -0.12% | +0.34% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.42% | +0.34% | -0.75% | |
| 21 | TXN | Texas Instruments Inc | 股票-科技 | 1.37% | +0.39% | -3.08% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.32% | +0.53% | -12.29% | |
| 23 | AMGN | Amgen Inc | 股票-醫療保健 | 1.31% | -0.08% | +4.26% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.31% | -0.16% | +1.97% | |
| 25 | PH | Parker Hannifin CORP | 股票-工業 | 1.30% | +0.02% | +0.67% | |
| 26 | UNP | Union Pacific CORP | 股票-工業 | 1.29% | +0.03% | +6.68% | |
| 27 | LHX | L3harris Technologies Inc | 股票-工業 | 1.29% | -0.41% | +4.19% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工業 | 1.28% | -0.28% | -6.59% | |
| 29 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.23% | -0.19% | +3.29% | |
| 30 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.22% | -0.07% | +2.61% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.18% | -0.12% | +2.17% | |
| 32 | EMR | Emerson Electric Co | 股票-工業 | 1.13% | +0.02% | +1.61% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.03% | -0.14% | +13.64% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | +0.24% | +7.61% | |
| 35 | PSX | Phillips 66 | 股票-能源 | 1.02% | -0.19% | -2.67% | |
| 36 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 1.00% | -0.14% | +18.91% | |
| 37 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-其他 | 0.98% | +0.06% | — | |
| 38 | MDT | Medtronic plc | 股票-醫療保健 | 0.98% | -0.04% | -3.66% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.96% | +0.08% | +11.30% | |
| 40 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.95% | +0.05% | +13.93% | |
| 41 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.92% | -0.08% | -27.99% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.82% | +0.03% | NEW | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.80% | +0.33% | +18.93% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.05% | +19.05% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.27% | +16.12% | |
| 46 | SYK | Stryker CORP | 股票-醫療保健 | 0.68% | -0.12% | -16.17% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.02% | +21.39% | |
| 48 | SPGI | S&p Global Inc | 股票-金融 | 0.62% | -0.08% | +4.96% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | +0.08% | -0.17% | |
| 50 | FYLD | Cambria Foreign Shareholder | ETF-其他 | 0.55% | -0.04% | -49.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.8% | NEW | 新建倉 |
| 2 | IWLG | Nyli Winslow Lrg Cap Grw ETF | +1% | NEW | 新建倉 |
| 3 | AVGO | Broadcom Inc | +0.6% | +1.06% | 加碼 |
| 4 | AAPL | Apple Inc | +0.5% | -2.53% | 減碼 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +2.24% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.4% | +7.03% | 加碼 |
| 7 | DDIV | First Trust Dorsey Wright Mo | +0.4% | NEW | 新建倉 |
| 8 | ANET | Arista Networks Inc | +0.4% | NEW | 新建倉 |
| 9 | AMZN | Amazon.com Inc | +0.3% | +13.93% | 加碼 |
| 10 | V | Visa Inc-class A Shares | +0.3% | +11.30% | 加碼 |
| 11 | FTSM | First Trust Enh Short Mat Fd | +0.3% | NEW | 新建倉 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | +7.61% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +19.05% | 加碼 |
| 14 | FTNT | Fortinet Inc | +0.2% | +325.98% | 加碼 |
| 15 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | 新建倉 |
| 16 | BKR | Baker Hughes Co | +0.2% | NEW | 新建倉 |
| 17 | MYLD | Cambria Micro&smcap Yield | +0.2% | +267.05% | 加碼 |
| 18 | NFLX | Netflix Inc | +0.2% | +16.75% | 加碼 |
| 19 | APH | Amphenol Corp-cl A | +0.2% | +152.06% | 加碼 |
| 20 | USFD | US Foods Holding CORP | +0.2% | NEW | 新建倉 |
| 21 | ABBV | Abbvie Inc | +0.2% | NEW | 新建倉 |
| 22 | SNX | TD Synnex CORP | +0.2% | NEW | 新建倉 |
| 23 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +91.95% | 加碼 |
| 24 | CTSH | Cognizant Tech Solutions-a | +0.2% | NEW | 新建倉 |
| 25 | ADI | Analog Devices Inc | 0% | -2.18% | 減碼 |
| 26 | JNJ | Johnson & Johnson | 0% | +1.71% | 加碼 |
| 27 | TXN | Texas Instruments Inc | 0% | -3.08% | 減碼 |
| 28 | UNH | Unitedhealth Group Inc | -0.1% | +2.35% | 加碼 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | -2.61% | 減碼 |
| 30 | NEE | Nextera Energy Inc | -0.1% | +2.17% | 加碼 |
| 31 | MDT | Medtronic plc | -0.1% | -3.66% | 減碼 |
| 32 | PSX | Phillips 66 | -0.1% | -2.67% | 減碼 |
| 33 | AMGN | Amgen Inc | -0.1% | +4.26% | 加碼 |
| 34 | NXPI | NXP Semiconductors N.V. | -0.2% | EXIT | 清倉 |
| 35 | INTU | Intuit Inc | -0.2% | -82.91% | 減碼 |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | -0.2% | EXIT | 清倉 |
| 37 | TGT | Target CORP | -0.2% | EXIT | 清倉 |
| 38 | QCOM | Qualcomm Inc | -0.2% | EXIT | 清倉 |
| 39 | LMT | Lockheed Martin CORP | -0.2% | -6.59% | 減碼 |
| 40 | XYL | Xylem Inc | -0.3% | EXIT | 清倉 |
| 41 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | 清倉 |
| 42 | SYLD | Cambria Shareholder Yield Et | -0.3% | -27.99% | 減碼 |
| 43 | FYLD | Cambria Foreign Shareholder | -0.5% | -49.67% | 減碼 |
| 44 | EYLD | Cambria Emerg Shrhldr Yield | -0.6% | -65.64% | 減碼 |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | -0.8% | EXIT | 清倉 |
| 46 | KEY | Keycorp | -0.9% | EXIT | 清倉 |
| 47 | IBDP | Ishares Ibonds Dec 2024 Term | -1% | EXIT | 清倉 |
| 48 | IBDQ | Ishares Ibonds Dec 2025 Term | -1.5% | EXIT | 清倉 |
| 49 | BLKCHF | Blackrock Inc | -1.6% | EXIT | 清倉 |
| 50 | KR | Kroger Co | -3.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Kesler, Norman & Wride, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$6.3億，共申報了 214 個公開持股部位。
在 Q4 2024 季度，Kesler, Norman & Wride, LLC 按市值排列的前三大核心持股分別為：AAPL (3.8%)、SPY (3.7%)、MSFT (3.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.8% 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
BLK
市值: US$851.6萬
本季最大獲利了結 / 清倉標的
KR
前期市值: US$1997.0萬
在 Q4 2024 季度中，Kesler, Norman & Wride, LLC 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 16 個部位、減碼 11 個部位以及清倉 12 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 KR。
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。