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: 0001108965
申報總市值
US$5.7億
US$5.7億
120 檔
20.5%
在 Q3 2024 申報期間，Lynch & Associates/in（CIK: 0001108965）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$5.7億，共持有 120 個公開申報部位。
在 Q3 2024，Lynch & Associates/in 進行了溫和的常態性持倉調整（包含新建倉 2 檔、加碼 23 檔、減碼 24 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 MSFT, IVV, IJH）累計市值佔比達 20.5%，是驅動 Lynch & Associates/in 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 9.66% | -0.48% | -0.87% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.27% | +0.20% | -0.81% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.95% | +0.19% | +0.66% | |
| 4 | WMT | Walmart Inc | 股票-非循環性消費 | 3.61% | -0.65% | -1.32% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.30% | -0.14% | -0.61% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.11% | -0.13% | -0.71% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.07% | +0.19% | -0.36% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.03% | -3.85% | EXIT | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.58% | +0.10% | -0.24% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.35% | +0.13% | -0.48% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 2.24% | +0.14% | -1.80% | |
| 12 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.23% | — | -0.24% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.14% | -0.39% | +0.06% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工業 | 1.97% | -0.40% | -1.25% | |
| 15 | EMR | Emerson Electric Co | 股票-工業 | 1.85% | +0.02% | -2.38% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.68% | +0.83% | +0.91% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.63% | -0.53% | -0.45% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工業 | 1.63% | +0.05% | -3.31% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.58% | +0.05% | +1.08% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.54% | -0.02% | -0.93% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.51% | +0.09% | -1.37% | |
| 22 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.43% | -0.16% | +0.34% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.43% | +0.32% | -1.30% | |
| 24 | SYK | Stryker CORP | 股票-醫療保健 | 1.40% | -0.14% | +0.94% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.37% | -0.20% | -0.44% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | -0.04% | -0.45% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.25% | +0.10% | +2.40% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 1.23% | +0.09% | +0.62% | |
| 29 | HON | Honeywell International Inc | 股票-工業 | 1.21% | -1.11% | EXIT | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 1.14% | +0.37% | +3.26% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.07% | +0.29% | +1.69% | |
| 32 | ✓ | 股票-其他 | 1.03% | -0.13% | +1.41% | ||
| 33 | SYY | Sysco CORP | 股票-非循環性消費 | 1.03% | +0.05% | +0.12% | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.95% | -0.13% | -0.36% | |
| 35 | DOW | Dow Inc | 股票-原物料 | 0.90% | — | -2.21% | |
| 36 | ITW | Illinois Tool Works | 股票-工業 | 0.89% | -0.04% | +1.03% | |
| 37 | DFSEUR | Discover Financial Services | 股票-其他 | 0.86% | — | -0.21% | |
| 38 | RTX | Rtx CORP | 股票-工業 | 0.85% | -0.13% | +1.79% | |
| 39 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.84% | +0.21% | +3.83% | |
| 40 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.80% | +0.04% | +1.09% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.78% | -0.02% | +15.96% | |
| 42 | FSFG | First Savings Financial Grp | 股票-其他 | 0.77% | — | — | |
| 43 | DUK | Duke Energy CORP | 股票-公用事業 | 0.77% | -0.07% | +1.09% | |
| 44 | MMM | 3m Co | 股票-工業 | 0.74% | +0.02% | +1.91% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.66% | -0.08% | -2.69% | |
| 46 | BA | Boeing Co/the | 股票-工業 | 0.64% | — | +1.40% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.64% | +0.08% | +2.45% | |
| 48 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.59% | — | -1.12% | |
| 49 | PFE | Pfizer Inc | 股票-醫療保健 | 0.57% | -0.07% | -3.73% | |
| 50 | GIS | General Mills Inc | 股票-非循環性消費 | 0.56% | -0.03% | -3.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.3% | -1.32% | 減碼 |
| 2 | IBM | Intl Business Machines CORP | +0.3% | -1.80% | 減碼 |
| 3 | LMT | Lockheed Martin CORP | +0.3% | -1.25% | 減碼 |
| 4 | MCD | Mcdonald's CORP | +0.2% | +0.06% | 加碼 |
| 5 | ABBV | Abbvie Inc | +0.2% | -0.36% | 減碼 |
| 6 | LOW | Lowe's Cos Inc | +0.2% | +0.34% | 加碼 |
| 7 | MMM | 3m Co | +0.2% | +1.91% | 加碼 |
| 8 | FSFG | First Savings Financial Grp | +0.2% | — | 不變 |
| 9 | ✓ | +0.1% | +1.41% | 加碼 | |
| 10 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +15.96% | 加碼 |
| 11 | RTX | Rtx CORP | +0.1% | +1.79% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.71% | 減碼 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +0.91% | 加碼 |
| 14 | HD | Home Depot Inc | +0.1% | +12.03% | 加碼 |
| 15 | SHW | Sherwin-williams Co/the | +0.1% | +5.14% | 加碼 |
| 16 | AAPL | Apple Inc | +0.1% | -0.48% | 減碼 |
| 17 | CGDV | Cap Group Dividend Value | +0.1% | NEW | 新建倉 |
| 18 | KO | Coca-cola Co/the | +0.1% | -0.93% | 減碼 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.45% | 減碼 |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.40% | 加碼 |
| 21 | DUK | Duke Energy CORP | +0.1% | +1.09% | 加碼 |
| 22 | USB | US Bancorp | +0.1% | +2.45% | 加碼 |
| 23 | AFBI | Affinity Bancshares Inc | +0.1% | NEW | 新建倉 |
| 24 | UNP | Union Pacific CORP | +0.1% | +10.94% | 加碼 |
| 25 | PM | Philip Morris International | +0.1% | -0.61% | 減碼 |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +1.08% | 加碼 |
| 27 | ITW | Illinois Tool Works | 0% | +1.03% | 加碼 |
| 28 | FNCL | Fidelity Msci Financial Indx | 0% | +3.87% | 加碼 |
| 29 | ABT | Abbott Laboratories | 0% | -0.44% | 減碼 |
| 30 | TXN | Texas Instruments Inc | 0% | +3.26% | 加碼 |
| 31 | SYY | Sysco CORP | 0% | +0.12% | 加碼 |
| 32 | GIS | General Mills Inc | 0% | -3.12% | 減碼 |
| 33 | FHLC | Fidelity Msci Health Care | 0% | +6.23% | 加碼 |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.66% | 加碼 |
| 35 | SYK | Stryker CORP | — | +0.94% | 加碼 |
| 36 | TJX | Tjx Companies Inc | — | -0.36% | 減碼 |
| 37 | DFSEUR | Discover Financial Services | — | -0.21% | 減碼 |
| 38 | ITOT | Ishares Core S&p Total U.s. | 0% | -1.37% | 減碼 |
| 39 | PG | Procter & Gamble Co/the | -0.1% | -0.61% | 減碼 |
| 40 | JPM | Jpmorgan Chase & Co | -0.1% | -0.24% | 減碼 |
| 41 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -59.62% | 減碼 |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.81% | 減碼 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.69% | 加碼 |
| 44 | BA | Boeing Co/the | -0.2% | +1.40% | 加碼 |
| 45 | UPS | United Parcel Service-cl B | -0.2% | -3.31% | 減碼 |
| 46 | EMR | Emerson Electric Co | -0.2% | -2.38% | 減碼 |
| 47 | CVX | Chevron CORP | -0.2% | -0.45% | 減碼 |
| 48 | MRK | Merck & Co. Inc. | -0.4% | -0.24% | 減碼 |
| 49 | INTC | Intel CORP | -0.4% | -71.18% | 減碼 |
| 50 | MSFT | Microsoft CORP | -1.1% | -0.87% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Lynch & Associates/in 在 Q3 2024 季度的美股持倉總市值約為 US$5.7億，共申報了 120 個公開持股部位。
在 Q3 2024 季度，Lynch & Associates/in 按市值排列的前三大核心持股分別為：MSFT (9.7%)、IVV (4.3%)、IJH (4.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.7% 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
CGDV
市值: US$39.9萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$4787.2萬
在 Q3 2024 季度中，Lynch & Associates/in 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 23 個部位、減碼 24 個部位以及清倉 0 個部位。 其中最大新建倉標的為 CGDV。
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。