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: 0000939219
申報總市值
US$17.3億
US$17.3億
222 檔
31.2%
在 Q3 2024 的 13F 官方備案中，Lee Danner & Bass Inc 管理的美股投資組合規模來到 US$17.3億，整體持股檔數為 222 檔。
從 Q3 2024 申報觀察，Lee Danner & Bass Inc 採取防禦導向的調倉策略，本季減碼 30 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 HCA, BRK-B, FRFHF）累計市值佔比達 31.2%，是驅動 Lee Danner & Bass Inc 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 222 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 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 11.62% | -2.75% | -0.85% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.79% | -0.48% | -0.55% | |
| 3 | FRFHF | Fairfax Financial Hldgs LTD | 股票-其他 | 9.29% | — | -0.32% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.31% | +0.10% | -1.78% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.08% | -0.17% | +0.13% | |
| 6 | ✓ | 股票-其他 | 2.84% | — | -1.23% | ||
| 7 | ✓ | 股票-其他 | 2.50% | — | +1.74% | ||
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.15% | +0.10% | -0.69% | |
| 9 | URI | United Rentals Inc | 股票-工業 | 1.89% | +0.61% | +3.70% | |
| 10 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.43% | -0.15% | -0.31% | |
| 11 | ✓ | 股票-其他 | 1.37% | — | -0.89% | ||
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | -0.08% | -4.40% | |
| 13 | ✓ | 股票-其他 | 1.29% | — | -0.86% | ||
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.27% | +0.05% | +4.15% | |
| 15 | FDX | Fedex CORP | 股票-工業 | 1.24% | -0.26% | +2.80% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.23% | -0.16% | -1.41% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.18% | -1.61% | EXIT | |
| 18 | FISV | Fiserv Inc | 股票-其他 | 1.10% | -0.06% | -2.41% | |
| 19 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.09% | -0.06% | -3.41% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.08% | -0.05% | -2.06% | |
| 21 | CAT | Caterpillar Inc | 股票-工業 | 1.07% | +0.47% | -1.79% | |
| 22 | SYY | Sysco CORP | 股票-非循環性消費 | 1.01% | +0.06% | +3.14% | |
| 23 | L | Loews CORP | 股票-金融 | 0.96% | -0.16% | -3.61% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 0.95% | -0.17% | -0.49% | |
| 25 | RSG | Republic Services Inc | 股票-工業 | 0.85% | -0.09% | -4.65% | |
| 26 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.83% | -0.06% | +2.16% | |
| 27 | MDT | Medtronic plc | 股票-醫療保健 | 0.80% | -0.02% | -2.32% | |
| 28 | ✓ | 股票-其他 | 0.79% | — | -1.67% | ||
| 29 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.77% | -0.86% | -0.62% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 0.77% | +0.01% | -0.27% | |
| 31 | ✓ | Banco Latinoamericano Come | 股票-其他 | 0.74% | — | -3.85% | |
| 32 | ✓ | 股票-其他 | 0.74% | — | +1.36% | ||
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.73% | +0.09% | +1.19% | |
| 34 | PM | Philip Morris International | 股票-非循環性消費 | 0.59% | — | +20.14% | |
| 35 | HAL | Halliburton Co | 股票-能源 | 0.55% | -0.14% | +2.15% | |
| 36 | ✓ | 股票-其他 | 0.53% | — | -2.53% | ||
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 0.53% | -0.03% | +0.41% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.52% | +0.14% | -1.10% | |
| 39 | HON | Honeywell International Inc | 股票-工業 | 0.52% | -0.56% | EXIT | |
| 40 | UPS | United Parcel Service-cl B | 股票-工業 | 0.50% | -0.01% | +0.25% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.48% | +1.19% | +33.48% | |
| 42 | JEF | Jefferies Financial Group In | 股票-金融 | 0.48% | +0.01% | -5.95% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | +0.03% | -0.37% | |
| 44 | BN | Brookfield CORP | 股票-金融 | 0.46% | -0.01% | -8.82% | |
| 45 | ✓ | 股票-其他 | 0.43% | — | -2.66% | ||
| 46 | HP5A | Equity Commonwealth | 股票-其他 | 0.43% | — | -8.10% | |
| 47 | CXW | Corecivic Inc | 股票-其他 | 0.42% | +1.18% | -10.85% | |
| 48 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 0.39% | -0.05% | — | |
| 49 | ✓ | 股票-其他 | 0.39% | — | +1.08% | ||
| 50 | SYK | Stryker CORP | 股票-醫療保健 | 0.37% | +0.05% | -0.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HCA | Hca Healthcare Inc | +1.5% | -0.85% | 減碼 |
| 2 | URI | United Rentals Inc | +0.3% | +3.70% | 加碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.55% | 減碼 |
| 4 | LOW | Lowe's Cos Inc | +0.2% | -0.31% | 減碼 |
| 5 | PM | Philip Morris International | +0.1% | +20.14% | 加碼 |
| 6 | ACN | Accenture plc | +0.1% | — | 減碼 |
| 7 | PNW | Pinnacle West Capital Corporation | +0.1% | — | 減碼 |
| 8 | MMM | 3m Co | +0.1% | — | 加碼 |
| 9 | CMP | Compass Minerals Internation | +0.1% | — | 加碼 |
| 10 | RTX | Rtx CORP | +0.1% | -1.41% | 減碼 |
| 11 | TGNA | Tegna Inc | +0.1% | — | 加碼 |
| 12 | WMT | Walmart Inc | +0.1% | -0.49% | 減碼 |
| 13 | AEM | Agnico Eagle Mines LTD | +0.1% | -0.62% | 減碼 |
| 14 | FRFHF | Fairfax Financial Hldgs LTD | +0.1% | -0.32% | 減碼 |
| 15 | FISV | Fiserv Inc | +0.1% | -2.41% | 減碼 |
| 16 | SRE | Sempra | +0.1% | NEW | 新建倉 |
| 17 | CAT | Caterpillar Inc | +0.1% | -1.79% | 減碼 |
| 18 | HD | Home Depot Inc | +0.1% | -0.27% | 減碼 |
| 19 | META | Meta Platforms Inc-class A | 0% | — | 加碼 |
| 20 | NHI | Natl Health Investors Inc | 0% | — | 減碼 |
| 21 | SBUX | Starbucks CORP | 0% | -1.01% | 減碼 |
| 22 | IRM | Iron Mountain Inc | 0% | +3.19% | 加碼 |
| 23 | SYY | Sysco CORP | 0% | +3.14% | 加碼 |
| 24 | ORCL | Oracle CORP | 0% | — | 減碼 |
| 25 | JEF | Jefferies Financial Group In | 0% | -5.95% | 減碼 |
| 26 | NKE | Nike Inc -cl B | 0% | +2.86% | 加碼 |
| 27 | KKR | Kkr & Co Inc | 0% | — | 加碼 |
| 28 | IBM | Intl Business Machines CORP | 0% | +0.01% | 加碼 |
| 29 | MDT | Medtronic plc | 0% | -2.32% | 減碼 |
| 30 | BN | Brookfield CORP | 0% | -8.82% | 減碼 |
| 31 | UNH | Unitedhealth Group Inc | 0% | -1.10% | 減碼 |
| 32 | RF | Regions Financial CORP | 0% | — | 加碼 |
| 33 | ZTS | Zoetis Inc | 0% | — | 加碼 |
| 34 | MDLZ | Mondelez International Inc-a | — | -3.41% | 減碼 |
| 35 | V | Visa Inc-class A Shares | 0% | +4.15% | 加碼 |
| 36 | GS | Goldman Sachs Group Inc | 0% | — | 減碼 |
| 37 | AAPL | Apple Inc | 0% | -1.78% | 減碼 |
| 38 | JNJ | Johnson & Johnson | -0.1% | -4.40% | 減碼 |
| 39 | APA | Apa CORP | -0.1% | -15.85% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.1% | +2.40% | 加碼 |
| 41 | XLB | Ss Materials Select Sector | -0.1% | — | 減碼 |
| 42 | NOV | Nov Inc | -0.1% | -10.12% | 減碼 |
| 43 | CXW | Corecivic Inc | -0.1% | -10.85% | 減碼 |
| 44 | HAL | Halliburton Co | -0.1% | +2.15% | 加碼 |
| 45 | MRK | Merck & Co. Inc. | -0.2% | — | 減碼 |
| 46 | BA | Boeing Co/the | -0.2% | -20.05% | 減碼 |
| 47 | FDX | Fedex CORP | -0.2% | +2.80% | 加碼 |
| 48 | AMZN | Amazon.com Inc | -0.3% | -0.69% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.4% | +0.13% | 加碼 |
| 50 | GOOG | Alphabet Inc-cl C | -0.5% | — | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Lee Danner & Bass Inc 在 Q3 2024 季度的美股持倉總市值約為 US$17.3億，共申報了 222 個公開持股部位。
在 Q3 2024 季度，Lee Danner & Bass Inc 按市值排列的前三大核心持股分別為：HCA (11.6%)、BRK-B (9.8%)、FRFHF (9.3%)。其中最大持股部位 HCA 佔據整體投資組合約 11.6% 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
SRE
市值: US$79.2萬
本季最大獲利了結 / 清倉標的
HCA
前期市值: US$1.3億
在 Q3 2024 季度中，Lee Danner & Bass Inc 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 19 個部位、減碼 30 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SRE。
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。