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: 0001419999
申報總市值
US$10.0億
US$10.0億
56 檔
39.9%
截至 Q4 2024 季度末，Mar Vista Investment Partners LLC 的美股持倉估值約為 US$10.0億，全數申報部位共有 56 檔。
Mar Vista Investment Partners LLC 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 1 個全新部位及加碼 22 檔持股的同時，亦同步清倉 4 檔並減碼 19 檔標的。
整體而言，Mar Vista Investment Partners LLC 的前 5 大持股（包含 AAPL, MSFT, AMZN）貢獻了組合市值的 39.9%，形成該機構在 Q4 2024 季度的基本面基石。
本季最大新建倉標的
SOAGY
市值: US$1.4萬
本季最大獲利了結 / 清倉標的
DIS
前期市值: US$3954.7萬
| # | 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 | 6.32% | -0.03% | -7.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.30% | -0.71% | -7.70% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.28% | -1.32% | -4.95% | |
| 4 | TDG | Transdigm Group Inc | 股票-工業 | 5.12% | -2.47% | -3.82% | |
| 5 | CRM | Salesforce Inc | 股票-科技 | 4.41% | — | -5.36% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 4.26% | +0.17% | -2.12% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 4.18% | +0.78% | +18.01% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.99% | -0.25% | +38.86% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 3.65% | -0.13% | -3.34% | |
| 10 | LIN | Linde plc | 股票-原物料 | 3.63% | -0.16% | -7.08% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.58% | -1.07% | +4.45% | |
| 12 | SAP | Sap Se-sponsored Adr | 股票-科技 | 3.49% | -0.05% | EXIT | |
| 13 | MCO | Moody's CORP | 股票-金融 | 3.42% | -0.16% | +0.98% | |
| 14 | INTU | Intuit Inc | 股票-科技 | 3.39% | -0.91% | EXIT | |
| 15 | MTD | Mettler-toledo International | 股票-醫療保健 | 2.94% | +0.32% | +1.54% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.82% | -0.18% | -6.41% | |
| 17 | APH | Amphenol Corp-cl A | 股票-科技 | 2.76% | +0.88% | +22.64% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 2.70% | — | +5.79% | |
| 19 | EFX | Equifax Inc | 股票-工業 | 2.69% | — | +39.17% | |
| 20 | ADI | Analog Devices Inc | 股票-科技 | 2.67% | -0.82% | +8.15% | |
| 21 | AME | Ametek Inc | 股票-工業 | 2.39% | -0.08% | +38.96% | |
| 22 | DHR | Danaher CORP | 股票-醫療保健 | 2.28% | -0.48% | -3.01% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.20% | -0.36% | -4.95% | |
| 24 | UL | Unilever PLC | 股票-非循環性消費 | 2.18% | — | +31.10% | |
| 25 | HEI | Heico CORP | 股票-工業 | 2.16% | -0.17% | -7.63% | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 2.02% | +0.13% | +15.78% | |
| 27 | ROP | Roper Technologies Inc | 股票-科技 | 1.85% | — | -18.04% | |
| 28 | AMT | American Tower CORP | 股票-房地產 | 1.78% | -0.21% | -53.67% | |
| 29 | VLTO | Veralto CORP | 股票-工業 | 1.73% | — | EXIT | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.54% | — | -3.33% | |
| 31 | BN | Brookfield CORP | 股票-金融 | 0.49% | — | +69.52% | |
| 32 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.37% | — | +5.73% | |
| 33 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.31% | — | -4.17% | |
| 34 | SAFRY | Safran Sa-unspon Adr | 股票-其他 | 0.28% | — | +5.65% | |
| 35 | CLPBY | Coloplast A/s-sponsored Adr | 股票-其他 | 0.26% | — | +5.73% | |
| 36 | ADDYY | Adidas Ag-sponsored Adr | 股票-其他 | 0.24% | — | +2.57% | |
| 37 | ASML | ASML Holding N.V. | 股票-科技 | 0.18% | +2.32% | +10636.11% | |
| 38 | PRNDY | Pernod Ricard SA - Spon Adr | 股票-其他 | 0.11% | — | -42.95% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.02% | — | -2.78% | |
| 40 | EXPGY | Experian Plc-spons Adr | 股票-其他 | — | — | +23.54% | |
| 41 | NVZMY | Novonesis (novozymes)-adr | 股票-其他 | — | — | +15.60% | |
| 42 | NKE | Nike Inc -cl B | 股票-循環性消費 | — | — | — | |
| 43 | CNSWF | Constellation Software Inc | 股票-其他 | — | — | — | |
| 44 | ACN | Accenture plc | 股票-科技 | — | — | — | |
| 45 | AIQUY | Air Liquide-unsponsored Adr | 股票-其他 | — | — | +10.49% | |
| 46 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | — | — | — | |
| 47 | FANUY | Fanuc Corp-unsp Adr | 股票-其他 | — | — | +5.92% | |
| 48 | CLLNY | Cellnex Telecom Sau-unsp Adr | 股票-其他 | — | — | — | |
| 49 | IFNNY | Infineon Technologies-adr | 股票-其他 | — | — | +9.87% | |
| 50 | DASTY | Dassault Systemes S-spon Adr | 股票-其他 | — | — | +9.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | +18.01% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +1.4% | +38.86% | 加碼 |
| 3 | INTU | Intuit Inc | +1% | +30.87% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.9% | -4.95% | 減碼 |
| 5 | AME | Ametek Inc | +0.9% | +38.96% | 加碼 |
| 6 | CRM | Salesforce Inc | +0.9% | -5.36% | 減碼 |
| 7 | APH | Amphenol Corp-cl A | +0.8% | +22.64% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.8% | +4.45% | 加碼 |
| 9 | V | Visa Inc-class A Shares | +0.7% | -2.12% | 減碼 |
| 10 | EFX | Equifax Inc | +0.6% | +39.17% | 加碼 |
| 11 | UL | Unilever PLC | +0.4% | +31.10% | 加碼 |
| 12 | AAPL | Apple Inc | +0.4% | -7.35% | 減碼 |
| 13 | SYK | Stryker CORP | +0.4% | +15.78% | 加碼 |
| 14 | SAP | Sap Se-sponsored Adr | +0.3% | -5.51% | 減碼 |
| 15 | MCO | Moody's CORP | +0.3% | +0.98% | 加碼 |
| 16 | BN | Brookfield CORP | +0.2% | +69.52% | 加碼 |
| 17 | ASML | ASML Holding N.V. | +0.2% | +10636.11% | 加碼 |
| 18 | ADI | Analog Devices Inc | +0.2% | +8.15% | 加碼 |
| 19 | VLTO | Veralto CORP | +0.1% | +10.14% | 加碼 |
| 20 | ORCL | Oracle CORP | +0.1% | -3.34% | 減碼 |
| 21 | SAFRY | Safran Sa-unspon Adr | 0% | +5.65% | 加碼 |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | -2.78% | 減碼 |
| 23 | ADDYY | Adidas Ag-sponsored Adr | — | +2.57% | 加碼 |
| 24 | EDNMY | Edenred Sa-unsp Adr | — | EXIT | 清倉 |
| 25 | SOAGY | Sartorius Ag-unsp Adr | — | NEW | 新建倉 |
| 26 | NKE | Nike Inc -cl B | — | — | 不變 |
| 27 | CLLNY | Cellnex Telecom Sau-unsp Adr | — | — | 不變 |
| 28 | NVS | Novartis Ag-sponsored Adr | — | — | 不變 |
| 29 | NVZMY | Novonesis (novozymes)-adr | — | +15.60% | 加碼 |
| 30 | ✓ | Sartorius Ag-vorzug | — | — | 不變 |
| 31 | AIQUY | Air Liquide-unsponsored Adr | — | +10.49% | 加碼 |
| 32 | CP | Canadian Pacific Kansas City | 0% | +5.73% | 加碼 |
| 33 | CLPBY | Coloplast A/s-sponsored Adr | 0% | +5.73% | 加碼 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -6.41% | 減碼 |
| 35 | NSRGY | Nestle Sa-spons Adr | -0.1% | -4.17% | 減碼 |
| 36 | ADBE | Adobe Inc | -0.1% | +5.79% | 加碼 |
| 37 | PEP | Pepsico Inc | -0.1% | -3.33% | 減碼 |
| 38 | PRNDY | Pernod Ricard SA - Spon Adr | -0.1% | -42.95% | 減碼 |
| 39 | MSFT | Microsoft CORP | -0.2% | -7.70% | 減碼 |
| 40 | JNJ | Johnson & Johnson | -0.2% | -4.95% | 減碼 |
| 41 | HEI | Heico CORP | -0.2% | -7.63% | 減碼 |
| 42 | MTD | Mettler-toledo International | -0.4% | +1.54% | 加碼 |
| 43 | DHR | Danaher CORP | -0.4% | -3.01% | 減碼 |
| 44 | ROP | Roper Technologies Inc | -0.4% | -18.04% | 減碼 |
| 45 | TDG | Transdigm Group Inc | -0.5% | -3.82% | 減碼 |
| 46 | LIN | Linde plc | -0.5% | -7.08% | 減碼 |
| 47 | MCHP | Microchip Technology Inc | -1.6% | EXIT | 清倉 |
| 48 | GXO | Gxo Logistics Inc | -2.2% | EXIT | 清倉 |
| 49 | DIS | Walt Disney Co/the | -2.5% | EXIT | 清倉 |
| 50 | AMT | American Tower CORP | -2.8% | -53.67% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Mar Vista Investment Partners LLC 在 Q4 2024 季度的美股持倉總市值約為 US$10.0億，共申報了 56 個公開持股部位。
在 Q4 2024 季度，Mar Vista Investment Partners LLC 按市值排列的前三大核心持股分別為：AAPL (6.3%)、MSFT (6.3%)、AMZN (5.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.3% 的權重。
在 Q4 2024 季度中，Mar Vista Investment Partners LLC 共進行了 46 項持倉異動，包含新建倉 1 個部位、加碼 22 個部位、減碼 19 個部位以及清倉 4 個部位。 其中最大新建倉標的為 SOAGY。 本季清倉部位包含 DIS。
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。
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。
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。