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: 0000062039
申報總市值
US$78.0億
US$78.0億
292 檔
20.4%
在 Q3 2024 的 13F 官方備案中，Manning & Napier Advisors LLC 管理的美股投資組合規模來到 US$78.0億，整體持股檔數為 292 檔。
從 Q3 2024 申報觀察，Manning & Napier Advisors LLC 採取防禦導向的調倉策略，本季減碼 112 檔個股並出清 9 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 META, AMZN, MA）累計市值佔比達 20.4%，是驅動 Manning & Napier Advisors LLC 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 292 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 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.55% | -0.44% | +27.39% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.00% | -0.60% | +14.44% | |
| 3 | MA | Mastercard Inc - A | 股票-金融 | 3.16% | -0.30% | -0.83% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.99% | +0.14% | -1.96% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.77% | -0.35% | -1.33% | |
| 6 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 2.73% | — | +31.64% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.44% | +0.09% | -2.71% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.32% | -0.01% | -0.24% | |
| 9 | LHX | L3harris Technologies Inc | 股票-工業 | 2.28% | -0.10% | -7.26% | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.27% | — | -3.15% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.10% | -0.72% | -11.72% | |
| 12 | NOW | Servicenow Inc | 股票-科技 | 2.06% | -0.03% | -2.19% | |
| 13 | CSX | Csx CORP | 股票-工業 | 1.91% | -0.09% | +44.67% | |
| 14 | TRU | Transunion | 股票-金融 | 1.80% | -1.23% | +3504.08% | |
| 15 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.75% | — | -2.10% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.70% | +0.50% | -16.96% | |
| 17 | CPRT | Copart Inc | 股票-工業 | 1.68% | — | +44.56% | |
| 18 | BLKCHF | Blackrock Inc | 股票-其他 | 1.62% | — | +60.92% | |
| 19 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.58% | — | -25.78% | |
| 20 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.54% | -0.30% | -7.73% | |
| 21 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.46% | — | -0.35% | |
| 22 | EVRG | Evergy Inc | 股票-公用事業 | 1.39% | — | -3.84% | |
| 23 | FISV | Fiserv Inc | 股票-其他 | 1.38% | — | NEW | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.32% | -0.01% | +37.09% | |
| 25 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.31% | -0.04% | -0.38% | |
| 26 | MCO | Moody's CORP | 股票-金融 | 1.20% | -0.09% | -31.49% | |
| 27 | GLOB | Globant S.A. | 股票-科技 | 1.18% | — | -3.30% | |
| 28 | NOC | Northrop Grumman CORP | 股票-工業 | 1.17% | — | -2.25% | |
| 29 | MAS | Masco CORP | 股票-工業 | 1.09% | — | -4.26% | |
| 30 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.05% | -0.01% | -5.70% | |
| 31 | UNP | Union Pacific CORP | 股票-工業 | 1.04% | — | -1.65% | |
| 32 | EPAM | Epam Systems Inc | 股票-科技 | 0.98% | — | -1.05% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.02% | -13.56% | |
| 34 | SPGI | S&p Global Inc | 股票-金融 | 0.87% | -0.01% | -37.38% | |
| 35 | HUM | Humana Inc | 股票-醫療保健 | 0.85% | +0.01% | -15.65% | |
| 36 | MSCI | Msci Inc | 股票-金融 | 0.84% | -0.01% | -31.59% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.80% | -1.38% | -1.62% | |
| 38 | WFG | West Fraser Timber Co LTD | 股票-其他 | 0.80% | -0.40% | +33.28% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.75% | +0.10% | +1.74% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | -0.59% | +56.97% | |
| 41 | ICE | Intercontinental Exchange In | 股票-金融 | 0.71% | -0.71% | -56.06% | |
| 42 | NDAQ | Nasdaq Inc | 股票-金融 | 0.70% | -0.16% | — | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.60% | -0.04% | +4.92% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.40% | -2.55% | |
| 45 | CAT | Caterpillar Inc | 股票-工業 | 0.54% | -0.28% | -7.50% | |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.54% | +0.08% | +0.86% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.53% | — | +1.22% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.51% | — | -2.43% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | -0.01% | -18.12% | |
| 50 | ALC | Alcon Inc. | 股票-醫療保健 | 0.49% | — | -55.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TRU | Transunion | +1.8% | +3504.08% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +1.3% | +27.39% | 加碼 |
| 3 | BLKCHF | Blackrock Inc | +0.8% | +60.92% | 加碼 |
| 4 | NDAQ | Nasdaq Inc | +0.7% | NEW | 新建倉 |
| 5 | AZNN | Astrazeneca Plc-spons Adr | +0.6% | +31.64% | 加碼 |
| 6 | CSX | Csx CORP | +0.6% | +44.67% | 加碼 |
| 7 | USHY | Ishares Broad Usd High Yield | +0.5% | +1032.91% | 加碼 |
| 8 | CPRT | Copart Inc | +0.4% | +44.56% | 加碼 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.4% | +37.09% | 加碼 |
| 10 | WFG | West Fraser Timber Co LTD | +0.3% | +33.28% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.3% | +14.44% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.3% | +56.97% | 加碼 |
| 13 | MA | Mastercard Inc - A | +0.2% | -0.83% | 減碼 |
| 14 | FISV | Fiserv Inc | +0.2% | -1.07% | 減碼 |
| 15 | JNJ | Johnson & Johnson | +0.2% | -1.33% | 減碼 |
| 16 | MELI | Mercadolibre Inc | +0.2% | -7.73% | 減碼 |
| 17 | TEL | TE Connectivity plc | +0.2% | NEW | 新建倉 |
| 18 | NOW | Servicenow Inc | +0.2% | -2.19% | 減碼 |
| 19 | MAS | Masco CORP | +0.2% | -4.26% | 減碼 |
| 20 | NOC | Northrop Grumman CORP | +0.2% | -2.25% | 減碼 |
| 21 | KO | Coca-cola Co/the | +0.1% | -3.15% | 減碼 |
| 22 | EVRG | Evergy Inc | +0.1% | -3.84% | 減碼 |
| 23 | HD | Home Depot Inc | +0.1% | +3059.31% | 加碼 |
| 24 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +1103.68% | 加碼 |
| 25 | ACN | Accenture plc | +0.1% | NEW | 新建倉 |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +86.99% | 加碼 |
| 27 | LMT | Lockheed Martin CORP | +0.1% | -1.69% | 減碼 |
| 28 | GLOB | Globant S.A. | +0.1% | -3.30% | 減碼 |
| 29 | MMM | 3m Co | +0.1% | -3.22% | 減碼 |
| 30 | MTB | M & T Bank CORP | +0.1% | NEW | 新建倉 |
| 31 | CB | Chubb Limited | +0.1% | NEW | 新建倉 |
| 32 | RTX | Rtx CORP | +0.1% | -1.26% | 減碼 |
| 33 | BMY | Bristol-myers Squibb Co | +0.1% | -1.46% | 減碼 |
| 34 | SW | Smurfit Westrock Plc | +0.1% | NEW | 新建倉 |
| 35 | CRH | CRH plc | +0.1% | +53.58% | 加碼 |
| 36 | V | Visa Inc-class A Shares | 0% | -0.24% | 減碼 |
| 37 | UNP | Union Pacific CORP | 0% | -1.65% | 減碼 |
| 38 | GILD | Gilead Sciences Inc | 0% | -3.95% | 減碼 |
| 39 | VCIT | Vanguard Int-term Corporate | 0% | +97.63% | 加碼 |
| 40 | BAX | Baxter International Inc | 0% | +60.04% | 加碼 |
| 41 | TXNM | Txnm Energy Inc | 0% | NEW | 新建倉 |
| 42 | SPB | Spectrum Brands Holdings Inc | 0% | +43.75% | 加碼 |
| 43 | EFX | Equifax Inc | 0% | +59.42% | 加碼 |
| 44 | EOG | Eog Resources Inc | 0% | NEW | 新建倉 |
| 45 | WWW | Wolverine World Wide Inc | 0% | +14.29% | 加碼 |
| 46 | EMR | Emerson Electric Co | 0% | NEW | 新建倉 |
| 47 | VOO | Vanguard S&p 500 ETF | 0% | +1.74% | 加碼 |
| 48 | CAT | Caterpillar Inc | 0% | -7.50% | 減碼 |
| 49 | MUB | Ishares National Muni Bond E | 0% | +4.92% | 加碼 |
| 50 | CRM | Salesforce Inc | 0% | +1.22% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Manning & Napier Advisors LLC 在 Q3 2024 季度的美股持倉總市值約為 US$78.0億，共申報了 292 個公開持股部位。
在 Q3 2024 季度，Manning & Napier Advisors LLC 按市值排列的前三大核心持股分別為：META (4.5%)、AMZN (4.0%)、MA (3.2%)。其中最大持股部位 META 佔據整體投資組合約 4.5% 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
NDAQ
市值: US$6354.2萬
本季最大獲利了結 / 清倉標的
FLRN
前期市值: US$1750.6萬
在 Q3 2024 季度中，Manning & Napier Advisors LLC 共進行了 195 項持倉異動，包含新建倉 26 個部位、加碼 48 個部位、減碼 112 個部位以及清倉 9 個部位。 其中最大新建倉標的為 NDAQ。 本季清倉部位包含 FLRN。
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。