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: 0001308290
申報總市值
US$1.3億
US$1.3億
336 檔
19.8%
MeadowBrook Investment Advisors LLC 在 Q3 2024 季度的美股部位總計估值為 US$1.3億，分散於 336 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 MeadowBrook Investment Advisors LLC 於 Q3 2024 季度持續回收資金，對 29 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, VEU, MSFT）累計市值佔比達 19.8%，是驅動 MeadowBrook Investment 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 336 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 | AAPL | Apple Inc | 股票-科技 | 5.45% | +0.05% | -0.88% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.00% | -0.05% | +19243.52% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.46% | -0.40% | +0.32% | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-其他 | 4.20% | -0.02% | -1.01% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.44% | -0.07% | -0.08% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.41% | +0.10% | +1.17% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.38% | +0.09% | -1.42% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.80% | -0.47% | -0.51% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.36% | -0.19% | -0.75% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.34% | +0.34% | -9.52% | |
| 11 | LIN | Linde plc | 股票-原物料 | 1.80% | -0.15% | -2.00% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.76% | -0.13% | -0.32% | |
| 13 | ADP | Automatic Data Processing | 股票-科技 | 1.73% | +0.01% | -3.85% | |
| 14 | SYK | Stryker CORP | 股票-醫療保健 | 1.53% | -0.09% | -4.52% | |
| 15 | DOV | Dover CORP | 股票-工業 | 1.39% | -0.05% | -0.55% | |
| 16 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.33% | +0.07% | -1.68% | |
| 17 | ITW | Illinois Tool Works | 股票-工業 | 1.32% | -0.04% | -1.08% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.30% | -0.01% | -1.92% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.29% | +0.04% | +3.28% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.23% | -0.01% | +3.11% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.20% | -0.01% | -0.64% | |
| 22 | BLKCHF | Blackrock Inc | 股票-其他 | 1.10% | — | -3.83% | |
| 23 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.04% | +0.01% | — | |
| 24 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.02% | -0.21% | +0.08% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | +0.18% | +3.10% | |
| 26 | MRVL | Marvell Technology Inc | 股票-科技 | 0.97% | +1.36% | -0.93% | |
| 27 | BA | Boeing Co/the | 股票-工業 | 0.96% | -0.03% | -0.14% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.94% | -0.16% | +2.17% | |
| 29 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.88% | -0.07% | -0.65% | |
| 30 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.87% | -0.08% | -2.31% | |
| 31 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.84% | +0.01% | -2.63% | |
| 32 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.83% | +0.17% | -1.72% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.79% | -0.08% | +2.03% | |
| 34 | LHX | L3harris Technologies Inc | 股票-工業 | 0.75% | -0.20% | -0.28% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.71% | +0.27% | -12.00% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | +0.01% | +45.69% | |
| 37 | MCHP | Microchip Technology Inc | 股票-科技 | 0.71% | +0.08% | — | |
| 38 | OMC | Omnicom Group | 股票-通訊服務 | 0.70% | -0.01% | -17.88% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | -0.06% | -7.74% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.66% | -0.05% | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.60% | -0.01% | +3034.81% | |
| 42 | UBER | Uber Technologies Inc | 股票-工業 | 0.60% | -0.05% | — | |
| 43 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.59% | -0.14% | +182.73% | |
| 44 | PFE | Pfizer Inc | 股票-醫療保健 | 0.56% | -0.09% | +8.56% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.20% | +0.53% | |
| 46 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.55% | -0.11% | -1.66% | |
| 47 | CSL | Carlisle Cos Inc | 股票-工業 | 0.54% | -0.01% | -14.16% | |
| 48 | EG | Everest Group, Ltd. | 股票-金融 | 0.53% | — | — | |
| 49 | AVGO | Broadcom Inc | 股票-科技 | 0.52% | +0.08% | +1358.52% | |
| 50 | APA | Apa CORP | 股票-能源 | 0.50% | — | -3.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +4.9% | +19243.52% | 加碼 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.5% | +3034.81% | 加碼 |
| 3 | VZ | Verizon Communications Inc | +0.4% | +182.73% | 加碼 |
| 4 | AAPL | Apple Inc | +0.2% | -0.88% | 減碼 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +45.69% | 加碼 |
| 6 | UPS | United Parcel Service-cl B | +0.2% | +239.27% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.2% | +1358.52% | 加碼 |
| 8 | VERX | Vertex Inc - Class A | +0.2% | NEW | 新建倉 |
| 9 | PB | Prosperity Bancshares Inc | +0.2% | NEW | 新建倉 |
| 10 | CVX | Chevron CORP | +0.2% | +61.98% | 加碼 |
| 11 | MA | Mastercard Inc - A | +0.1% | -0.75% | 減碼 |
| 12 | LYB | LyondellBasell Industries N.V. | +0.1% | NEW | 新建倉 |
| 13 | AMJB | Alerian Mlp Etn2044 | +0.1% | +160.37% | 加碼 |
| 14 | HD | Home Depot Inc | +0.1% | -0.64% | 減碼 |
| 15 | VTV | Vanguard Value ETF | +0.1% | +358.42% | 加碼 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.32% | 減碼 |
| 17 | AXP | American Express Co | +0.1% | -1.92% | 減碼 |
| 18 | SBUX | Starbucks CORP | +0.1% | -2.63% | 減碼 |
| 19 | BLKCHF | Blackrock Inc | +0.1% | -3.83% | 減碼 |
| 20 | PFXF | Vaneck Pref Sec X-financials | +0.1% | +11741.27% | 加碼 |
| 21 | ADP | Automatic Data Processing | +0.1% | -3.85% | 減碼 |
| 22 | NKE | Nike Inc -cl B | +0.1% | +0.08% | 加碼 |
| 23 | VPL | Vanguard Ftse Pacific ETF | +0.1% | +3430.30% | 加碼 |
| 24 | WAT | Waters CORP | +0.1% | -1.05% | 減碼 |
| 25 | MLI | Mueller Industries Inc | +0.1% | -0.42% | 減碼 |
| 26 | SVCO | Silvaco Group Inc | +0.1% | +106.22% | 加碼 |
| 27 | ITW | Illinois Tool Works | +0.1% | -1.08% | 減碼 |
| 28 | LIN | Linde plc | 0% | -2.00% | 減碼 |
| 29 | DOV | Dover CORP | 0% | -0.55% | 減碼 |
| 30 | SCHX | Schwab US Large-cap ETF | 0% | -1.42% | 減碼 |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -0.08% | 減碼 |
| 32 | COST | Costco Wholesale CORP | 0% | -0.51% | 減碼 |
| 33 | UNH | Unitedhealth Group Inc | 0% | -9.52% | 減碼 |
| 34 | MTN | Vail Resorts Inc | -0.1% | EXIT | 清倉 |
| 35 | VLO | Valero Energy CORP | -0.1% | -94.50% | 減碼 |
| 36 | INTC | Intel CORP | -0.1% | -12.03% | 減碼 |
| 37 | HASI | Ha Sustainable Infrastructur | -0.1% | -43.24% | 減碼 |
| 38 | FDN | First Trust Dj Internet Ind | -0.1% | -1.01% | 減碼 |
| 39 | WBA | Walgreens Boots Alliance Inc | -0.1% | -95.55% | 減碼 |
| 40 | MCHP | Microchip Technology Inc | -0.1% | — | 不變 |
| 41 | MMM | 3m Co | -0.1% | -58.80% | 減碼 |
| 42 | LKQ | Lkq CORP | -0.2% | EXIT | 清倉 |
| 43 | APA | Apa CORP | -0.2% | -3.31% | 減碼 |
| 44 | VAC | Marriott Vacations World | -0.2% | EXIT | 清倉 |
| 45 | WTFC | Wintrust Financial CORP | -0.2% | -2.78% | 減碼 |
| 46 | BA | Boeing Co/the | -0.3% | -0.14% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.4% | +0.32% | 加碼 |
| 48 | VSS | Vanguard Ftse All Wo X-us Sc | -0.4% | -99.37% | 減碼 |
| 49 | VYM | Vanguard High Dvd Yield ETF | -0.5% | -98.68% | 減碼 |
| 50 | VUG | Vanguard Growth ETF | -4.7% | -99.40% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，MeadowBrook Investment Advisors LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1.3億，共申報了 336 個公開持股部位。
在 Q3 2024 季度，MeadowBrook Investment Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (5.5%)、VEU (5.0%)、MSFT (4.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.5% 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
VERX
市值: US$19.4萬
本季最大獲利了結 / 清倉標的
VAC
前期市值: US$18.5萬
在 Q3 2024 季度中，MeadowBrook Investment Advisors LLC 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 14 個部位、減碼 29 個部位以及清倉 3 個部位。 其中最大新建倉標的為 VERX。 本季清倉部位包含 VAC。
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。