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: 0001535660
申報總市值
US$31.4億
US$31.4億
228 檔
10.3%
根據最新整理的 13F 季度數據集，Lombard Odier Asset Management 於 Q3 2024 結束時的管理資產規模為 US$31.4億。該機構在本季度申報了 228 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Lombard Odier Asset Management 操作展現出積極擴展與加碼意向。本季共新建倉 35 個新部位，並對 116 個既有持股進行加碼（合計增持 151 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, NVDA, MSFT）占據了總市值的 10.3%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 228 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 | 7.43% | -0.19% | +9.33% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.63% | -0.37% | +9.39% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.58% | -0.57% | +8.90% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.77% | -0.09% | +9.42% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.76% | -0.32% | +9.23% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.22% | +0.20% | +9.59% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.81% | +0.07% | +8.96% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.58% | +0.19% | +11.79% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.58% | +0.11% | +966.91% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.54% | -0.05% | +10.45% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.10% | +9.21% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.17% | +0.13% | +10.99% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.09% | -0.06% | +10.92% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | -0.01% | +5.94% | |
| 15 | RSG | Republic Services Inc | 股票-工業 | 0.97% | -0.05% | +0.84% | |
| 16 | RY | Royal Bank Of Canada | 股票-金融 | 0.91% | +0.01% | +10.97% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.90% | -0.13% | +7.66% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 0.89% | -0.08% | +9.10% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.89% | -0.19% | — | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.88% | +0.02% | +2.91% | |
| 21 | URI | United Rentals Inc | 股票-工業 | 0.85% | +0.01% | +3.16% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 0.84% | -0.04% | +19.66% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | -0.24% | +9.13% | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.79% | -0.04% | +21.58% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.71% | -0.05% | +7.85% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.70% | -0.09% | +6.04% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.66% | — | +8.90% | |
| 28 | NFLX | Netflix Inc | 股票-通訊服務 | 0.64% | -0.31% | — | |
| 29 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.64% | -0.07% | +0.32% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 0.63% | +0.10% | +2.28% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.61% | -0.16% | +6.81% | |
| 32 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.61% | +0.01% | -4.35% | |
| 33 | WMT | Walmart Inc | 股票-非循環性消費 | 0.61% | -0.49% | +212.10% | |
| 34 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.60% | -0.02% | +4.81% | |
| 35 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.59% | +0.02% | — | |
| 36 | XYL | Xylem Inc | 股票-工業 | 0.58% | — | +1.12% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.58% | -0.05% | +3.46% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.57% | +0.95% | +2.98% | |
| 39 | PTC | Ptc Inc | 股票-科技 | 0.56% | — | +1.28% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | -0.20% | -16.84% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | -0.03% | -2.99% | |
| 42 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.55% | — | -0.36% | |
| 43 | CPRT | Copart Inc | 股票-工業 | 0.55% | — | +5.07% | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.54% | -0.10% | +5.26% | |
| 45 | AMAT | Applied Materials Inc | 股票-科技 | 0.51% | +0.39% | +17.78% | |
| 46 | AKX | Ansys Inc | 股票-其他 | 0.51% | — | +0.13% | |
| 47 | GPK | Graphic Packaging Holding Co | 股票-循環性消費 | 0.50% | — | — | |
| 48 | IP | International Paper Co | 股票-循環性消費 | 0.50% | +0.04% | -21.75% | |
| 49 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.49% | +0.01% | NEW | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.48% | +0.04% | +12.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +0.9% | NEW | 新建倉 |
| 2 | NFLX | Netflix Inc | +0.6% | NEW | 新建倉 |
| 3 | TMO | Thermo Fisher Scientific Inc | +0.6% | NEW | 新建倉 |
| 4 | LIN | Linde plc | +0.5% | NEW | 新建倉 |
| 5 | RY | Royal Bank Of Canada | +0.5% | +10.97% | 加碼 |
| 6 | CP | Canadian Pacific Kansas City | +0.4% | NEW | 新建倉 |
| 7 | WMT | Walmart Inc | +0.4% | +212.10% | 加碼 |
| 8 | GE | General Electric | +0.4% | NEW | 新建倉 |
| 9 | NOMD | Nomad Foods Limited | +0.4% | NEW | 新建倉 |
| 10 | UNP | Union Pacific CORP | +0.3% | NEW | 新建倉 |
| 11 | CTAS | Cintas CORP | +0.3% | NEW | 新建倉 |
| 12 | TSLA | Tesla Inc | +0.3% | +10.45% | 加碼 |
| 13 | AEM | Agnico Eagle Mines LTD | +0.2% | +10.42% | 加碼 |
| 14 | MDLZ | Mondelez International Inc-a | +0.2% | +132.40% | 加碼 |
| 15 | CRH | CRH plc | +0.2% | NEW | 新建倉 |
| 16 | T | At&t Inc | +0.2% | +417.71% | 加碼 |
| 17 | AMT | American Tower CORP | +0.2% | NEW | 新建倉 |
| 18 | MRSH | Marsh & Mclennan Cos | +0.2% | NEW | 新建倉 |
| 19 | MDT | Medtronic plc | +0.2% | NEW | 新建倉 |
| 20 | PG | Procter & Gamble Co/the | +0.2% | NEW | 新建倉 |
| 21 | BN | Brookfield CORP | +0.2% | +4.55% | 加碼 |
| 22 | CNI | Canadian Natl Railway Co | +0.2% | NEW | 新建倉 |
| 23 | SHOP | Shopify Inc - Class A | +0.2% | +3.07% | 加碼 |
| 24 | WSM | Williams-sonoma Inc | +0.2% | NEW | 新建倉 |
| 25 | PAAS | Pan American Silver CORP | +0.2% | NEW | 新建倉 |
| 26 | AVY | Avery Dennison CORP | +0.2% | NEW | 新建倉 |
| 27 | CL | Colgate-palmolive Co | +0.2% | NEW | 新建倉 |
| 28 | BNS | Bank Of Nova Scotia | +0.2% | +3.90% | 加碼 |
| 29 | HPQ | Hp Inc | +0.2% | +238.44% | 加碼 |
| 30 | SLF | Sun Life Financial Inc | +0.2% | +11.43% | 加碼 |
| 31 | TRI4EUR | Thomson Reuters CORP | +0.1% | +10.02% | 加碼 |
| 32 | GM | General Motors Co | +0.1% | +288.45% | 加碼 |
| 33 | TD | Toronto-dominion Bank | +0.1% | -21.55% | 減碼 |
| 34 | SPGI | S&p Global Inc | +0.1% | +19.66% | 加碼 |
| 35 | CCI | Crown Castle Inc | +0.1% | NEW | 新建倉 |
| 36 | CBRE | Cbre Group Inc - A | +0.1% | NEW | 新建倉 |
| 37 | BX | Blackstone Inc | +0.1% | +44.18% | 加碼 |
| 38 | ZTS | Zoetis Inc | +0.1% | +53.98% | 加碼 |
| 39 | ENB | Enbridge Inc | +0.1% | +20.30% | 加碼 |
| 40 | RTX | Rtx CORP | +0.1% | NEW | 新建倉 |
| 41 | ETR | Entergy CORP | +0.1% | +29.89% | 加碼 |
| 42 | D | Dominion Energy Inc | +0.1% | +43.77% | 加碼 |
| 43 | HWM | Howmet Aerospace Inc | +0.1% | +22.51% | 加碼 |
| 44 | SYY | Sysco CORP | +0.1% | NEW | 新建倉 |
| 45 | OTIS | Otis Worldwide CORP | +0.1% | NEW | 新建倉 |
| 46 | IBM | Intl Business Machines CORP | +0.1% | +12.01% | 加碼 |
| 47 | TRP | Tc Energy CORP | +0.1% | NEW | 新建倉 |
| 48 | WPM | Wheaton Precious Metals CORP | +0.1% | +13.12% | 加碼 |
| 49 | RBA | Rb Global Inc | +0.1% | +13.53% | 加碼 |
| 50 | JNJ | Johnson & Johnson | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Lombard Odier Asset Management 在 Q3 2024 季度的美股持倉總市值約為 US$31.4億，共申報了 228 個公開持股部位。
在 Q3 2024 季度，Lombard Odier Asset Management 按市值排列的前三大核心持股分別為：AAPL (7.4%)、NVDA (6.6%)、MSFT (6.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.4% 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
HD
市值: US$1058.5萬
本季最大獲利了結 / 清倉標的
CB
前期市值: US$337.0萬
在 Q3 2024 季度中，Lombard Odier Asset Management 共進行了 193 項持倉異動，包含新建倉 35 個部位、加碼 116 個部位、減碼 30 個部位以及清倉 12 個部位。 其中最大新建倉標的為 HD。 本季清倉部位包含 CB。
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。