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: 0001331074
申報總市值
US$4.1億
US$4.1億
239 檔
16.9%
在 Q3 2024 的 13F 官方備案中，Mcdonald Partners LLC 管理的美股投資組合規模來到 US$4.1億，整體持股檔數為 239 檔。
在 Q3 2024 期間，Mcdonald Partners LLC 展現了靈活的資產再平衡步調，透過出清 12 檔弱勢或達到目標價部位，將資金轉置於 12 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, ETN）累計市值佔比達 16.9%，是驅動 Mcdonald Partners 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 239 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 | 5.08% | -0.39% | +0.03% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.61% | -0.36% | +2.16% | |
| 3 | ETN | Eaton Corporation plc | 股票-工業 | 3.37% | +0.73% | +0.74% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.23% | +0.05% | +2.21% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.07% | -0.62% | +0.06% | |
| 6 | AMGN | Amgen Inc | 股票-醫療保健 | 1.68% | +0.07% | -1.02% | |
| 7 | RTX | Rtx CORP | 股票-工業 | 1.63% | -0.11% | -1.68% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.49% | -1.40% | -2.49% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 1.41% | +0.02% | -2.47% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.39% | +0.37% | -0.38% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.38% | +0.48% | — | |
| 12 | LHX | L3harris Technologies Inc | 股票-工業 | 1.31% | -0.22% | -0.68% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.30% | -0.05% | +2.92% | |
| 14 | PNR | Pentair plc | 股票-工業 | 1.24% | -0.03% | -1.93% | |
| 15 | HON | Honeywell International Inc | 股票-工業 | 1.20% | -1.02% | EXIT | |
| 16 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 1.20% | -0.08% | -3.93% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.19% | +0.29% | +1.38% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.17% | -0.58% | +0.94% | |
| 19 | ADBE | Adobe Inc | 股票-科技 | 1.14% | -0.06% | -5.78% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.09% | -0.62% | -5.36% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.09% | -0.80% | -9.78% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.06% | +0.30% | -1.19% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.06% | +0.29% | — | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | -0.75% | +0.79% | |
| 25 | PSX | Phillips 66 | 股票-能源 | 1.04% | -1.20% | -1.45% | |
| 26 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.02% | +0.01% | NEW | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.02% | -0.77% | +1.18% | |
| 28 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.96% | -0.20% | -2.59% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | +0.28% | +774.50% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.93% | -0.12% | -0.15% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 0.92% | +0.30% | -1.17% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | +0.07% | NEW | |
| 33 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.86% | -0.10% | +12.45% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工業 | 0.81% | +0.04% | -8.01% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.80% | +0.24% | +0.89% | |
| 36 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.77% | +0.14% | -3.12% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.73% | -0.03% | -4.59% | |
| 38 | PFE | Pfizer Inc | 股票-醫療保健 | 0.73% | -0.09% | +10.41% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.71% | -0.02% | +0.56% | |
| 40 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.68% | -0.19% | +49.18% | |
| 41 | IT | Gartner Inc | 股票-科技 | 0.68% | -0.03% | -3.60% | |
| 42 | SILA | Sila Realty Trust Inc | 股票-其他 | 0.68% | +0.08% | +35.97% | |
| 43 | AFL | Aflac Inc | 股票-金融 | 0.65% | +0.01% | +0.43% | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.63% | — | +1.28% | |
| 45 | MWA | Mueller Water Products Inc-a | 股票-工業 | 0.63% | -0.07% | +2.67% | |
| 46 | HY | Hyster-yale Inc | 股票-其他 | 0.62% | -0.01% | -2.86% | |
| 47 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 0.62% | — | -0.71% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.60% | +0.03% | +6.89% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.59% | — | +29.49% | |
| 50 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.55% | -0.37% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GILD | Gilead Sciences Inc | +0.3% | +49.18% | 加碼 |
| 2 | AAPL | Apple Inc | +0.2% | +2.16% | 加碼 |
| 3 | SILA | Sila Realty Trust Inc | +0.2% | +35.97% | 加碼 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +58.40% | 加碼 |
| 5 | PNR | Pentair plc | +0.2% | -1.93% | 減碼 |
| 6 | IBM | Intl Business Machines CORP | +0.2% | +1.18% | 加碼 |
| 7 | SHW | Sherwin-williams Co/the | +0.2% | +0.61% | 加碼 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +2.21% | 加碼 |
| 9 | RTX | Rtx CORP | +0.2% | -1.68% | 減碼 |
| 10 | CB | Chubb Limited | +0.2% | +29.49% | 加碼 |
| 11 | IWM | Ishares Russell 2000 ETF | +0.2% | +113.78% | 加碼 |
| 12 | ORCL | Oracle CORP | +0.1% | -2.47% | 減碼 |
| 13 | LMT | Lockheed Martin CORP | +0.1% | +20.68% | 加碼 |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +322.59% | 加碼 |
| 15 | SW | Smurfit Westrock Plc | +0.1% | NEW | 新建倉 |
| 16 | VZ | Verizon Communications Inc | +0.1% | +12.45% | 加碼 |
| 17 | T | At&t Inc | +0.1% | +40.25% | 加碼 |
| 18 | PDO | Pimco Dynamic Income Opport | +0.1% | NEW | 新建倉 |
| 19 | AFL | Aflac Inc | +0.1% | +0.43% | 加碼 |
| 20 | MWA | Mueller Water Products Inc-a | +0.1% | +2.67% | 加碼 |
| 21 | TGT | Target CORP | +0.1% | +40.03% | 加碼 |
| 22 | USA | Liberty All Star Equity Fund | +0.1% | NEW | 新建倉 |
| 23 | ACN | Accenture plc | +0.1% | -0.15% | 減碼 |
| 24 | USB | US Bancorp | +0.1% | +6.89% | 加碼 |
| 25 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +12.99% | 加碼 |
| 26 | GFF | Griffon CORP | +0.1% | NEW | 新建倉 |
| 27 | BIDU | Baidu Inc - Spon Adr | +0.1% | NEW | 新建倉 |
| 28 | NEE | Nextera Energy Inc | +0.1% | +0.56% | 加碼 |
| 29 | WMT | Walmart Inc | +0.1% | +1.28% | 加碼 |
| 30 | 6D8 | Dupont De Nemours Inc | +0.1% | +9.96% | 加碼 |
| 31 | LOW | Lowe's Cos Inc | +0.1% | -0.29% | 減碼 |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +1.78% | 加碼 |
| 33 | VTV | Vanguard Value ETF | +0.1% | NEW | 新建倉 |
| 34 | CINF | Cincinnati Financial CORP | +0.1% | NEW | 新建倉 |
| 35 | PFE | Pfizer Inc | +0.1% | +10.41% | 加碼 |
| 36 | HD | Home Depot Inc | +0.1% | +1.18% | 加碼 |
| 37 | GWW | Ww Grainger Inc | +0.1% | +2.77% | 加碼 |
| 38 | MCD | Mcdonald's CORP | +0.1% | +1.36% | 加碼 |
| 39 | NKE | Nike Inc -cl B | +0.1% | +13.38% | 加碼 |
| 40 | BLKCHF | Blackrock Inc | +0.1% | +1.85% | 加碼 |
| 41 | ROKU | Roku Inc | +0.1% | -3.06% | 減碼 |
| 42 | AMTM | Amentum Holdings Inc | +0.1% | NEW | 新建倉 |
| 43 | AON | Aon plc | +0.1% | NEW | 新建倉 |
| 44 | GEF-B | Greif Inc-cl B | +0.1% | NEW | 新建倉 |
| 45 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | 新建倉 |
| 46 | FPAG | Fpa Global Equity ETF New | +0.1% | NEW | 新建倉 |
| 47 | CSCO | Cisco Systems Inc | 0% | +0.89% | 加碼 |
| 48 | ITW | Illinois Tool Works | 0% | +9.59% | 加碼 |
| 49 | APD | Air Products & Chemicals Inc | 0% | +4.79% | 加碼 |
| 50 | HBAN | Huntington Bancshares Inc | 0% | +7.62% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mcdonald Partners LLC 在 Q3 2024 季度的美股持倉總市值約為 US$4.1億，共申報了 239 個公開持股部位。
在 Q3 2024 季度，Mcdonald Partners LLC 按市值排列的前三大核心持股分別為：MSFT (5.1%)、AAPL (4.6%)、ETN (3.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.1% 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
SW
市值: US$49.4萬
本季最大獲利了結 / 清倉標的
VRTX
前期市值: US$70.8萬
在 Q3 2024 季度中，Mcdonald Partners LLC 共進行了 183 項持倉異動，包含新建倉 12 個部位、加碼 80 個部位、減碼 79 個部位以及清倉 12 個部位。 其中最大新建倉標的為 SW。 本季清倉部位包含 VRTX。
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。