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: 0001803156
申報總市值
US$1.8億
US$1.8億
112 檔
33.4%
截至 Q3 2024 季度末，Menard Financial Group LLC 的美股持倉估值約為 US$1.8億，全數申報部位共有 112 檔。
觀察 Q3 2024 的申報異動，Menard Financial Group LLC 採取了強勁的買進策略，建倉與加碼動作（合計 33 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 ZECP, NVDA, AMZN）占據了總市值的 33.4%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | ZECP | Zacks Earnings Consistent Po | ETF-其他 | 22.97% | -2.39% | -2.80% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.51% | -0.96% | -0.74% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.53% | -0.41% | +3.17% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.25% | -0.63% | -1.45% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.21% | -0.56% | +0.20% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.94% | — | — | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.88% | -0.45% | +0.39% | |
| 8 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.69% | -0.47% | -2.19% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.68% | -0.53% | -2.30% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.63% | -0.25% | +899.93% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.48% | — | +0.23% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.47% | -0.50% | -0.25% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.44% | -0.06% | -0.38% | |
| 14 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-其他 | 1.38% | -0.42% | -2.12% | |
| 15 | UBER | Uber Technologies Inc | 股票-工業 | 1.22% | -1.03% | -2.05% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.13% | -0.12% | -6.26% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | -0.08% | +0.57% | |
| 18 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.04% | -0.34% | -2.22% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.02% | +0.17% | +0.29% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.98% | — | +0.09% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.96% | — | +0.84% | |
| 22 | CACI | Caci International Inc -cl A | 股票-科技 | 0.95% | -0.23% | +2.22% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.94% | -0.07% | +0.23% | |
| 24 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.90% | +0.49% | -14.93% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.85% | +0.04% | +0.54% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.02% | -0.53% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.82% | -0.07% | -2.88% | |
| 28 | CAT | Caterpillar Inc | 股票-工業 | 0.81% | +0.27% | +0.71% | |
| 29 | AXON | Axon Enterprise Inc | 股票-工業 | 0.79% | -0.89% | EXIT | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.70% | -0.21% | -1.93% | |
| 31 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.70% | — | +0.64% | |
| 32 | COP | Conocophillips | 股票-能源 | 0.69% | — | +30.82% | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.69% | — | +0.18% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.68% | — | +29.19% | |
| 35 | DE | Deere & Co | 股票-工業 | 0.60% | +0.05% | +1.02% | |
| 36 | EME | Emcor Group Inc | 股票-工業 | 0.59% | — | +11.85% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.58% | +0.66% | +9.48% | |
| 38 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.58% | — | +0.98% | |
| 39 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.57% | -0.77% | EXIT | |
| 40 | BR | Broadridge Financial Solutio | 股票-科技 | 0.55% | — | +1.58% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.63% | EXIT | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | -0.03% | +15.95% | |
| 43 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.53% | -0.17% | -2.19% | |
| 44 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.52% | -0.75% | -0.29% | |
| 45 | TSLA | Tesla Inc | 股票-循環性消費 | 0.52% | -0.07% | -13.43% | |
| 46 | TFC | Truist Financial CORP | 股票-金融 | 0.52% | — | +2.74% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | -0.10% | +0.57% | |
| 48 | A | Agilent Technologies Inc | 股票-醫療保健 | 0.48% | — | +1.26% | |
| 49 | APO | Apollo Global Management Inc | 股票-金融 | 0.47% | — | +1.25% | |
| 50 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.47% | — | +22.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +2.9% | NEW | 新建倉 |
| 2 | VRTX | Vertex Pharmaceuticals Inc | +0.4% | NEW | 新建倉 |
| 3 | ZTS | Zoetis Inc | +0.2% | NEW | 新建倉 |
| 4 | DOC | Healthpeak Properties Inc | +0.2% | NEW | 新建倉 |
| 5 | MCHP | Microchip Technology Inc | +0.2% | NEW | 新建倉 |
| 6 | APP | Applovin Corp-class A | +0.2% | NEW | 新建倉 |
| 7 | AXON | Axon Enterprise Inc | +0.2% | +0.80% | 加碼 |
| 8 | DDOG | Datadog Inc - Class A | +0.2% | NEW | 新建倉 |
| 9 | ORCL | Oracle CORP | +0.2% | NEW | 新建倉 |
| 10 | HWM | Howmet Aerospace Inc | +0.2% | NEW | 新建倉 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | -0.29% | 減碼 |
| 12 | POR | Portland General Electric Co | +0.1% | NEW | 新建倉 |
| 13 | GWW | Ww Grainger Inc | +0.1% | NEW | 新建倉 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | -1.45% | 減碼 |
| 15 | EME | Emcor Group Inc | +0.1% | +11.85% | 加碼 |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | +24.18% | 加碼 |
| 17 | CACI | Caci International Inc -cl A | +0.1% | +2.22% | 加碼 |
| 18 | HCA | Hca Healthcare Inc | +0.1% | +0.98% | 加碼 |
| 19 | CBRE | Cbre Group Inc - A | +0.1% | +0.96% | 加碼 |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | +0.23% | 加碼 |
| 21 | PHM | Pultegroup Inc | +0.1% | +3.50% | 加碼 |
| 22 | HD | Home Depot Inc | +0.1% | +0.23% | 加碼 |
| 23 | CAT | Caterpillar Inc | +0.1% | +0.71% | 加碼 |
| 24 | COP | Conocophillips | +0.1% | +30.82% | 加碼 |
| 25 | SKY | Champion Homes Inc | +0.1% | -1.24% | 減碼 |
| 26 | TTEK | Tetra Tech Inc | +0.1% | +452.40% | 加碼 |
| 27 | DOW | Dow Inc | +0.1% | +36.58% | 加碼 |
| 28 | AAPL | Apple Inc | +0.1% | +0.39% | 加碼 |
| 29 | SHOP | Shopify Inc - Class A | +0.1% | -1.39% | 減碼 |
| 30 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +8.79% | 加碼 |
| 31 | GPK | Graphic Packaging Holding Co | +0.1% | +13.09% | 加碼 |
| 32 | ABBV | Abbvie Inc | 0% | -2.88% | 減碼 |
| 33 | BAC | Bank Of America CORP | 0% | +15.95% | 加碼 |
| 34 | DE | Deere & Co | 0% | +1.02% | 加碼 |
| 35 | AVGO | Broadcom Inc | 0% | +899.93% | 加碼 |
| 36 | P | Everpure Inc-a | -0.1% | -5.92% | 減碼 |
| 37 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | — | 不變 |
| 38 | ELF | Elf Beauty Inc | -0.2% | +35.08% | 加碼 |
| 39 | CAG | Conagra Brands Inc | -0.2% | EXIT | 清倉 |
| 40 | PANW | Palo Alto Networks Inc | -0.2% | -14.93% | 減碼 |
| 41 | PCAR | Paccar Inc | -0.2% | EXIT | 清倉 |
| 42 | MAA | Mid-america Apartment Comm | -0.3% | EXIT | 清倉 |
| 43 | CVX | Chevron CORP | -0.3% | -6.26% | 減碼 |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | +0.84% | 加碼 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.38% | 減碼 |
| 46 | HPE | Hewlett Packard Enterprise | -0.4% | EXIT | 清倉 |
| 47 | MSFT | Microsoft CORP | -0.4% | +0.20% | 加碼 |
| 48 | CROX | Crocs Inc | -0.6% | EXIT | 清倉 |
| 49 | NVDA | Nvidia CORP | -0.8% | -0.74% | 減碼 |
| 50 | ZECP | Zacks Earnings Consistent Po | -1% | -2.80% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Menard Financial Group LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 112 個公開持股部位。
在 Q3 2024 季度，Menard Financial Group LLC 按市值排列的前三大核心持股分別為：ZECP (23.0%)、NVDA (7.5%)、AMZN (3.5%)。其中最大持股部位 ZECP 佔據整體投資組合約 23.0% 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
IWM
市值: US$446.3萬
本季最大獲利了結 / 清倉標的
CROX
前期市值: US$79.9萬
在 Q3 2024 季度中，Menard Financial Group LLC 共進行了 49 項持倉異動，包含新建倉 11 個部位、加碼 22 個部位、減碼 11 個部位以及清倉 5 個部位。 其中最大新建倉標的為 IWM。 本季清倉部位包含 CROX。
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。