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
560 檔
32.9%
Q4 2024 季度申報顯示，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 揭露的美股組合總市值為 US$103.0億，涵蓋 560 個不同之權益投資部位。
在 Q4 2024，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 展現出較為審慎的避險與獲利了結姿態。本季共減碼 39 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 的前 5 大持股（包含 MSFT, MA, FISV）貢獻了組合市值的 32.9%，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 560 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 | 7.14% | -0.16% | -0.77% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 6.92% | -0.01% | -1.23% | |
| 3 | FISV | Fiserv Inc | 股票-其他 | 5.19% | -0.30% | -1.20% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.05% | +0.60% | -0.57% | |
| 5 | INTU | Intuit Inc | 股票-科技 | 4.86% | -0.94% | -0.53% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.47% | -0.16% | -0.46% | |
| 7 | SYK | Stryker CORP | 股票-醫療保健 | 4.06% | -0.37% | -0.59% | |
| 8 | DHR | Danaher CORP | 股票-醫療保健 | 3.61% | -0.05% | -0.40% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.97% | +0.33% | -1.51% | |
| 10 | NOW | Servicenow Inc | 股票-科技 | 2.94% | +0.28% | -1.05% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.62% | -0.25% | -0.50% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.54% | -0.41% | -1.15% | |
| 13 | AMT | American Tower CORP | 股票-房地產 | 2.32% | -0.39% | -1.74% | |
| 14 | ADBE | Adobe Inc | 股票-科技 | 2.22% | -0.28% | +0.42% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.04% | -0.27% | -1.19% | |
| 16 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.92% | -0.24% | -0.35% | |
| 17 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.78% | +0.62% | -0.41% | |
| 18 | PAYC | Paycom Software Inc | 股票-科技 | 1.78% | +0.01% | -1.23% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.67% | +0.16% | -0.52% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.65% | +0.20% | -0.78% | |
| 21 | EOG | Eog Resources Inc | 股票-能源 | 1.62% | -0.14% | -2.96% | |
| 22 | WEX | Wex Inc | 股票-科技 | 1.40% | -0.10% | -2.91% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.37% | +0.26% | +4.96% | |
| 24 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.34% | -0.05% | -1.99% | |
| 25 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.34% | +0.05% | -0.64% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.25% | -0.17% | -0.54% | |
| 27 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.22% | -0.06% | -1.22% | |
| 28 | PH | Parker Hannifin CORP | 股票-工業 | 1.08% | -0.07% | -0.23% | |
| 29 | ROP | Roper Technologies Inc | 股票-科技 | 1.08% | -0.15% | -2.38% | |
| 30 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.03% | +0.26% | +9.17% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.95% | -0.13% | -1.44% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.93% | +0.01% | -0.35% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | +0.05% | +0.15% | |
| 34 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.80% | -0.11% | -0.63% | |
| 35 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.77% | -0.04% | -0.71% | |
| 36 | SNPS | Synopsys Inc | 股票-科技 | 0.74% | +0.25% | +10.02% | |
| 37 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.62% | -0.14% | -3.10% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | -0.01% | -2.55% | |
| 39 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.59% | -0.05% | -1.00% | |
| 40 | PM | Philip Morris International | 股票-非循環性消費 | 0.56% | +0.07% | +0.03% | |
| 41 | BR | Broadridge Financial Solutio | 股票-科技 | 0.55% | -0.09% | -0.79% | |
| 42 | UNP | Union Pacific CORP | 股票-工業 | 0.55% | +0.07% | -0.46% | |
| 43 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.53% | -0.04% | -6.30% | |
| 44 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.49% | -0.09% | -0.28% | |
| 45 | VLTO | Veralto CORP | 股票-工業 | 0.47% | -0.02% | +2.71% | |
| 46 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.38% | -0.02% | -7.75% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | +0.01% | -2.96% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | -0.08% | -1.30% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.36% | +0.17% | -0.18% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.34% | +0.01% | -2.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.8% | -0.46% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.57% | 減碼 |
| 3 | NOW | Servicenow Inc | +0.4% | -1.05% | 減碼 |
| 4 | PAYC | Paycom Software Inc | +0.3% | -1.23% | 減碼 |
| 5 | SYK | Stryker CORP | +0.3% | -0.59% | 減碼 |
| 6 | V | Visa Inc-class A Shares | +0.2% | -0.78% | 減碼 |
| 7 | MA | Mastercard Inc - A | +0.1% | -1.23% | 減碼 |
| 8 | META | Meta Platforms Inc-class A | +0.1% | -0.54% | 減碼 |
| 9 | ABT | Abbott Laboratories | +0.1% | -0.35% | 減碼 |
| 10 | CRM | Salesforce Inc | +0.1% | -1.44% | 減碼 |
| 11 | VEEV | Veeva Systems Inc-class A | +0.1% | +9.17% | 加碼 |
| 12 | TJX | Tjx Companies Inc | +0.1% | -1.15% | 減碼 |
| 13 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 14 | SNPS | Synopsys Inc | +0.1% | +10.02% | 加碼 |
| 15 | COST | Costco Wholesale CORP | +0.1% | -1.19% | 減碼 |
| 16 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +253.83% | 加碼 |
| 17 | GOOG | Alphabet Inc-cl C | 0% | -0.46% | 減碼 |
| 18 | UNP | Union Pacific CORP | 0% | -0.46% | 減碼 |
| 19 | BR | Broadridge Financial Solutio | 0% | -0.79% | 減碼 |
| 20 | DKS | Dick's Sporting Goods Inc | 0% | +281.91% | 加碼 |
| 21 | IBKR | Interactive Brokers Gro-cl A | 0% | — | 不變 |
| 22 | GDDY | Godaddy Inc - Class A | 0% | — | 不變 |
| 23 | CHD | Church & Dwight Co Inc | 0% | -1.22% | 減碼 |
| 24 | PH | Parker Hannifin CORP | 0% | -0.23% | 減碼 |
| 25 | ORLY | O'reilly Automotive Inc | 0% | -1.00% | 減碼 |
| 26 | TMO | Thermo Fisher Scientific Inc | 0% | -0.50% | 減碼 |
| 27 | HD | Home Depot Inc | 0% | -0.35% | 減碼 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | — | +0.15% | 加碼 |
| 29 | FISV | Fiserv Inc | 0% | -1.20% | 減碼 |
| 30 | ADP | Automatic Data Processing | 0% | -0.52% | 減碼 |
| 31 | EOG | Eog Resources Inc | 0% | -2.96% | 減碼 |
| 32 | JNJ | Johnson & Johnson | -0.1% | -2.96% | 減碼 |
| 33 | ASML | ASML Holding N.V. | -0.1% | -10.70% | 減碼 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -1.30% | 減碼 |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -2.22% | 減碼 |
| 36 | IDXX | Idexx Laboratories Inc | -0.1% | -0.28% | 減碼 |
| 37 | CBT | Cabot CORP | -0.1% | -0.08% | 減碼 |
| 38 | PEP | Pepsico Inc | -0.1% | -5.39% | 減碼 |
| 39 | ROP | Roper Technologies Inc | -0.1% | -2.38% | 減碼 |
| 40 | NKE | Nike Inc -cl B | -0.1% | -6.30% | 減碼 |
| 41 | CI | THE Cigna Group | -0.1% | -95.78% | 減碼 |
| 42 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 43 | CNI | Canadian Natl Railway Co | -0.1% | -0.64% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.2% | -0.77% | 減碼 |
| 45 | AAPL | Apple Inc | -0.2% | -1.51% | 減碼 |
| 46 | NVDA | Nvidia CORP | -0.2% | +4.96% | 加碼 |
| 47 | REGN | Regeneron Pharmaceuticals | -0.3% | -3.10% | 減碼 |
| 48 | NXPI | NXP Semiconductors N.V. | -0.3% | -0.41% | 減碼 |
| 49 | ADBE | Adobe Inc | -0.3% | +0.42% | 加碼 |
| 50 | AMT | American Tower CORP | -0.6% | -1.74% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 在 Q4 2024 季度的美股持倉總市值約為 US$103.0億，共申報了 560 個公開持股部位。
在 Q4 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 (7.1%)、MA (6.9%)、FISV (5.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.1% 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
ANET
市值: US$1143.4萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$1115.8萬
在 Q4 2024 季度中，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 共進行了 48 項持倉異動，包含新建倉 1 個部位、加碼 7 個部位、減碼 39 個部位以及清倉 1 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。