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: 0001427351
申報總市值
US$4.7億
US$4.7億
212 檔
13.8%
在 Q3 2024 申報期間，Meridian Investment Counsel Inc.（CIK: 0001427351）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$4.7億，共持有 212 個公開申報部位。
數據顯示 Meridian Investment Counsel Inc. 於 Q3 2024 季度持續回收資金，對 25 個既有部位進行裁減並清倉 4 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Meridian Investment Counsel Inc. 的前 5 大核心持股（包含 TSM, AAPL, MSFT 等）合計佔整體申報市值的 13.8%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
VDC
市值: US$53.2萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$42.1萬
僅顯示前 200 大持股（共 212 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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.49% | +1.41% | -2.02% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.26% | +0.06% | -8.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.67% | -0.26% | -2.95% | |
| 4 | ADBE | Adobe Inc | 股票-科技 | 3.47% | -0.24% | -0.09% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 2.47% | -0.44% | +0.01% | |
| 6 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.88% | -0.65% | -1.37% | |
| 7 | FDX | Fedex CORP | 股票-工業 | 1.67% | -0.21% | -0.42% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.66% | +0.02% | -2.45% | |
| 9 | NSC | Norfolk Southern CORP | 股票-工業 | 1.59% | -0.04% | -1.24% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.55% | -0.22% | +17.22% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 1.48% | -0.03% | — | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 1.43% | -0.29% | -2.30% | |
| 13 | QCOM | Qualcomm Inc | 股票-科技 | 1.42% | +0.15% | -2.97% | |
| 14 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.41% | — | -0.87% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.32% | -0.09% | -3.74% | |
| 16 | WGO | Winnebago Industries | 股票-其他 | 1.32% | -0.15% | -1.51% | |
| 17 | MET | Metlife Inc | 股票-金融 | 1.32% | — | -4.23% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.24% | — | +16.85% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.22% | -0.08% | -6.72% | |
| 20 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 1.14% | +0.24% | -2.00% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.13% | +0.02% | -3.54% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.11% | -0.12% | +19.61% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.09% | +0.43% | -3.84% | |
| 24 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.09% | -0.14% | +1.27% | |
| 25 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.08% | -0.16% | EXIT | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | -0.29% | +18.89% | |
| 27 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.02% | -0.09% | -5.25% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.99% | +0.02% | -0.36% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.87% | -0.02% | — | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.84% | -0.02% | +44.12% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.84% | +0.11% | -2.64% | |
| 32 | MCK | Mckesson CORP | 股票-醫療保健 | 0.81% | -0.09% | — | |
| 33 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.79% | +0.10% | -4.72% | |
| 34 | TAP | Molson Coors Beverage Co - B | 股票-非循環性消費 | 0.78% | -0.14% | EXIT | |
| 35 | XLB | Ss Materials Select Sector | ETF-其他 | 0.78% | -0.09% | -2.51% | |
| 36 | WY | Weyerhaeuser Co | 股票-房地產 | 0.77% | -0.05% | -3.27% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.75% | +0.02% | — | |
| 38 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.74% | -0.49% | -1.65% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.72% | +0.03% | -3.12% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.72% | +0.06% | -7.54% | |
| 41 | GE | General Electric | 股票-工業 | 0.69% | +0.12% | +3.77% | |
| 42 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.69% | -0.14% | +27.37% | |
| 43 | AMGN | Amgen Inc | 股票-醫療保健 | 0.66% | -0.05% | -4.25% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.65% | +0.02% | -5.79% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | -0.15% | +0.92% | |
| 46 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 0.64% | -0.06% | -2.03% | |
| 47 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.64% | -0.01% | — | |
| 48 | BP | Bp Plc-spons Adr | 股票-能源 | 0.64% | -0.17% | -3.20% | |
| 49 | LHX | L3harris Technologies Inc | 股票-工業 | 0.63% | -0.20% | -3.63% | |
| 50 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 0.60% | +0.23% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.4% | +17.22% | 加碼 |
| 2 | MDY | State Street Spdr S&p Midcap | +0.3% | +44.12% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +0.2% | +19.61% | 加碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +18.89% | 加碼 |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +16.85% | 加碼 |
| 6 | CBRE | Cbre Group Inc - A | +0.2% | -5.25% | 減碼 |
| 7 | MDT | Medtronic plc | +0.2% | +169.50% | 加碼 |
| 8 | IWM | Ishares Russell 2000 ETF | +0.2% | +52.53% | 加碼 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | -1.65% | 減碼 |
| 10 | KMI | Kinder Morgan, Inc. | +0.2% | +27.37% | 加碼 |
| 11 | HD | Home Depot Inc | +0.2% | — | 不變 |
| 12 | VDC | Vanguard Consumer Staple ETF | +0.2% | NEW | 新建倉 |
| 13 | WMT | Walmart Inc | +0.2% | -2.30% | 減碼 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.2% | +66.34% | 加碼 |
| 15 | NSC | Norfolk Southern CORP | +0.1% | -1.24% | 減碼 |
| 16 | TM | Toyota Motor CORP -spon Adr | +0.1% | +96.69% | 加碼 |
| 17 | ORCL | Oracle CORP | +0.1% | -3.74% | 減碼 |
| 18 | KDP | Keurig Dr Pepper Inc | +0.1% | +19.24% | 加碼 |
| 19 | IAU | Ishares Gold Trust | +0.1% | -1.37% | 減碼 |
| 20 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 21 | ABBV | Abbvie Inc | +0.1% | -2.45% | 減碼 |
| 22 | TRV | Travelers Cos Inc/the | +0.1% | -0.87% | 減碼 |
| 23 | MET | Metlife Inc | +0.1% | -4.23% | 減碼 |
| 24 | GE | General Electric | +0.1% | +3.77% | 加碼 |
| 25 | GEV | GE Vernova Inc | +0.1% | +8.82% | 加碼 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | -5.79% | 減碼 |
| 27 | AXON | Axon Enterprise Inc | +0.1% | — | 不變 |
| 28 | FLGB | Franklin Ftse United Kingdom | +0.1% | +18.34% | 加碼 |
| 29 | WY | Weyerhaeuser Co | +0.1% | -3.27% | 減碼 |
| 30 | BTI | British American Tob-sp Adr | +0.1% | -2.03% | 減碼 |
| 31 | CB | Chubb Limited | +0.1% | — | 不變 |
| 32 | META | Meta Platforms Inc-class A | +0.1% | -3.54% | 減碼 |
| 33 | 6D8 | Dupont De Nemours Inc | +0.1% | -0.68% | 減碼 |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | EXIT | 清倉 |
| 35 | SPGI | S&p Global Inc | -0.1% | EXIT | 清倉 |
| 36 | BCSF | Bain Capital Specialty Finan | -0.1% | -53.86% | 減碼 |
| 37 | OHI | Omega Healthcare Investors | -0.1% | EXIT | 清倉 |
| 38 | TEL | TE Connectivity plc | -0.1% | EXIT | 清倉 |
| 39 | MGM | Mgm Resorts International | -0.1% | -2.43% | 減碼 |
| 40 | EWJ | Ishares Msci Japan ETF | -0.2% | -61.59% | 減碼 |
| 41 | BP | Bp Plc-spons Adr | -0.2% | -3.20% | 減碼 |
| 42 | MCK | Mckesson CORP | -0.2% | — | 不變 |
| 43 | INTC | Intel CORP | -0.2% | -5.99% | 減碼 |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -2.64% | 減碼 |
| 45 | FDX | Fedex CORP | -0.3% | -0.42% | 減碼 |
| 46 | CVX | Chevron CORP | -0.3% | +0.01% | 加碼 |
| 47 | QCOM | Qualcomm Inc | -0.4% | -2.97% | 減碼 |
| 48 | TSM | Taiwan Semiconductor-sp Adr | -0.4% | -2.02% | 減碼 |
| 49 | ADBE | Adobe Inc | -0.4% | -0.09% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.4% | -2.95% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Meridian Investment Counsel Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$4.7億，共申報了 212 個公開持股部位。
在 Q3 2024 季度，Meridian Investment Counsel Inc. 按市值排列的前三大核心持股分別為：TSM (5.5%)、AAPL (4.3%)、MSFT (3.7%)。其中最大持股部位 TSM 佔據整體投資組合約 5.5% 的權重。
在 Q3 2024 季度中，Meridian Investment Counsel Inc. 共進行了 46 項持倉異動，包含新建倉 2 個部位、加碼 15 個部位、減碼 25 個部位以及清倉 4 個部位。 其中最大新建倉標的為 VDC。 本季清倉部位包含 TEL。
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。
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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。