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: 0000932974
申報總市值
US$103.0億
US$103.0億
571 檔
31.3%
在 Q3 2024 申報期間，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma（CIK: 0000932974）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$103.0億，共持有 571 個公開申報部位。
在 Q3 2024，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 進行了溫和的常態性持倉調整（包含新建倉 2 檔、加碼 21 檔、減碼 27 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
在資產配置集中度方面，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 的前 5 大核心持股（包含 MSFT, MA, FISV 等）合計佔整體申報市值的 31.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 571 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 | MSFT | Microsoft CORP | 股票-科技 | 7.30% | -0.16% | +1.73% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 6.78% | -0.01% | +0.11% | |
| 3 | FISV | Fiserv Inc | 股票-其他 | 5.20% | -0.30% | -1.41% | |
| 4 | INTU | Intuit Inc | 股票-科技 | 5.05% | -0.94% | -0.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.47% | +0.60% | +2.79% | |
| 6 | SYK | Stryker CORP | 股票-醫療保健 | 3.81% | -0.37% | -1.29% | |
| 7 | DHR | Danaher CORP | 股票-醫療保健 | 3.72% | -0.05% | +0.23% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.69% | -0.16% | +5.44% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 3.14% | +0.33% | +0.11% | |
| 10 | AMT | American Tower CORP | 股票-房地產 | 2.88% | -0.39% | -0.92% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.61% | -0.25% | -0.57% | |
| 12 | NOW | Servicenow Inc | 股票-科技 | 2.59% | +0.28% | -0.39% | |
| 13 | ADBE | Adobe Inc | 股票-科技 | 2.52% | -0.28% | +1.22% | |
| 14 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.44% | -0.41% | -1.72% | |
| 15 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.07% | +0.62% | -0.80% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.98% | -0.27% | -0.59% | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.80% | -0.24% | -0.76% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.68% | +0.16% | -0.82% | |
| 19 | EOG | Eog Resources Inc | 股票-能源 | 1.63% | -0.14% | -0.86% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | +0.26% | +3.01% | |
| 21 | WEX | Wex Inc | 股票-科技 | 1.47% | -0.10% | -0.47% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.46% | +0.20% | -1.55% | |
| 23 | PAYC | Paycom Software Inc | 股票-科技 | 1.45% | +0.01% | -8.11% | |
| 24 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.45% | +0.05% | -0.44% | |
| 25 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.41% | -0.05% | -2.07% | |
| 26 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.20% | -0.06% | -1.23% | |
| 27 | ROP | Roper Technologies Inc | 股票-科技 | 1.15% | -0.15% | -1.44% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.12% | -0.17% | -0.99% | |
| 29 | PH | Parker Hannifin CORP | 股票-工業 | 1.06% | -0.07% | -0.96% | |
| 30 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.92% | +0.26% | +31.52% | |
| 31 | HD | Home Depot Inc | 股票-循環性消費 | 0.92% | +0.01% | +2.00% | |
| 32 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.91% | -0.14% | +5.60% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | +0.05% | +18.13% | |
| 34 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.85% | -0.11% | -0.46% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.83% | -0.13% | -27.98% | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.78% | -0.04% | -0.80% | |
| 37 | SNPS | Synopsys Inc | 股票-科技 | 0.67% | +0.25% | +127.96% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | -0.01% | -1.54% | |
| 39 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.61% | -0.04% | -1.79% | |
| 40 | PM | Philip Morris International | 股票-非循環性消費 | 0.59% | +0.07% | -1.17% | |
| 41 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.57% | -0.05% | +0.27% | |
| 42 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.54% | -0.09% | -3.14% | |
| 43 | BR | Broadridge Financial Solutio | 股票-科技 | 0.52% | -0.09% | -1.86% | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.52% | +0.07% | -0.77% | |
| 45 | VLTO | Veralto CORP | 股票-工業 | 0.48% | -0.02% | -0.61% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | +0.01% | -2.82% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | -0.08% | -1.36% | |
| 48 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.40% | -0.02% | -8.10% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.39% | +0.01% | -0.77% | |
| 50 | ADI | Analog Devices Inc | 股票-科技 | 0.38% | +0.11% | +0.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +1% | -1.41% | 減碼 |
| 2 | MA | Mastercard Inc - A | +0.7% | +0.11% | 加碼 |
| 3 | NOW | Servicenow Inc | +0.5% | -0.39% | 減碼 |
| 4 | SNPS | Synopsys Inc | +0.3% | +127.96% | 加碼 |
| 5 | VEEV | Veeva Systems Inc-class A | +0.3% | +31.52% | 加碼 |
| 6 | ADP | Automatic Data Processing | +0.2% | -0.82% | 減碼 |
| 7 | NVDA | Nvidia CORP | +0.2% | +3.01% | 加碼 |
| 8 | ABT | Abbott Laboratories | +0.2% | -0.76% | 減碼 |
| 9 | SBUX | Starbucks CORP | +0.2% | -0.80% | 減碼 |
| 10 | TTD | Trade Desk Inc/the -class A | +0.1% | -2.07% | 減碼 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +18.13% | 加碼 |
| 12 | SYK | Stryker CORP | +0.1% | -1.29% | 減碼 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | -0.99% | 減碼 |
| 14 | PM | Philip Morris International | +0.1% | -1.17% | 減碼 |
| 15 | GDDY | Godaddy Inc - Class A | +0.1% | NEW | 新建倉 |
| 16 | ANETEUR | Arista Networks Inc | +0.1% | +3482.97% | 加碼 |
| 17 | PGR | Progressive CORP | +0.1% | +2717.78% | 加碼 |
| 18 | AMT | American Tower CORP | +0.1% | -0.92% | 減碼 |
| 19 | CI | THE Cigna Group | +0.1% | +2185.73% | 加碼 |
| 20 | IBKR | Interactive Brokers Gro-cl A | +0.1% | NEW | 新建倉 |
| 21 | TXN | Texas Instruments Inc | +0.1% | +634.53% | 加碼 |
| 22 | HD | Home Depot Inc | +0.1% | +2.00% | 加碼 |
| 23 | LOW | Lowe's Cos Inc | +0.1% | -0.46% | 減碼 |
| 24 | COR | Cencora Inc | +0.1% | +6505.40% | 加碼 |
| 25 | GWW | Ww Grainger Inc | +0.1% | +6681.00% | 加碼 |
| 26 | PH | Parker Hannifin CORP | +0.1% | -0.96% | 減碼 |
| 27 | ORLY | O'reilly Automotive Inc | +0.1% | +0.27% | 加碼 |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +56.50% | 加碼 |
| 29 | COST | Costco Wholesale CORP | 0% | -0.59% | 減碼 |
| 30 | AMZN | Amazon.com Inc | -0.1% | +5.44% | 加碼 |
| 31 | MRK | Merck & Co. Inc. | -0.1% | -0.77% | 減碼 |
| 32 | IDXX | Idexx Laboratories Inc | -0.1% | -3.14% | 減碼 |
| 33 | ALGN | Align Technology Inc | -0.1% | -8.10% | 減碼 |
| 34 | QCOM | Qualcomm Inc | -0.1% | -0.62% | 減碼 |
| 35 | ROP | Roper Technologies Inc | -0.1% | -1.44% | 減碼 |
| 36 | WEX | Wex Inc | -0.1% | -0.47% | 減碼 |
| 37 | REGN | Regeneron Pharmaceuticals | -0.1% | +5.60% | 加碼 |
| 38 | PAYC | Paycom Software Inc | -0.1% | -8.11% | 減碼 |
| 39 | TJX | Tjx Companies Inc | -0.1% | -1.72% | 減碼 |
| 40 | AAPL | Apple Inc | -0.2% | +0.11% | 加碼 |
| 41 | EOG | Eog Resources Inc | -0.2% | -0.86% | 減碼 |
| 42 | ASML | ASML Holding N.V. | -0.2% | -3.41% | 減碼 |
| 43 | DHR | Danaher CORP | -0.2% | +0.23% | 加碼 |
| 44 | CNI | Canadian Natl Railway Co | -0.2% | -0.44% | 減碼 |
| 45 | CRM | Salesforce Inc | -0.2% | -27.98% | 減碼 |
| 46 | ADBE | Adobe Inc | -0.5% | +1.22% | 加碼 |
| 47 | MSFT | Microsoft CORP | -0.5% | +1.73% | 加碼 |
| 48 | NXPI | NXP Semiconductors N.V. | -0.5% | -0.80% | 減碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.6% | +2.79% | 加碼 |
| 50 | INTU | Intuit Inc | -0.7% | -0.14% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 在 Q3 2024 季度的美股持倉總市值約為 US$103.0億，共申報了 571 個公開持股部位。
在 Q3 2024 季度，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 按市值排列的前三大核心持股分別為：MSFT (7.3%)、MA (6.8%)、FISV (5.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.3% 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
GDDY
市值: US$1149.0萬
本季最大獲利了結 / 清倉標的
INTU
前期市值: US$6.2億
在 Q3 2024 季度中，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 21 個部位、減碼 27 個部位以及清倉 0 個部位。 其中最大新建倉標的為 GDDY。
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。