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: 0001469475
申報總市值
US$63.7億
US$63.7億
593 檔
19.7%
Q3 2024 季度申報顯示，Mesirow Financial Investment Management, Inc. 揭露的美股組合總市值為 US$63.7億，涵蓋 593 個不同之權益投資部位。
觀察 Q3 2024 的申報異動，Mesirow Financial Investment Management, Inc. 採取了強勁的買進策略，建倉與加碼動作（合計 37 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 BRK-B, AAPL, MOAT）占據了總市值的 19.7%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
TEL
市值: US$2401.3萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$2394.1萬
僅顯示前 200 大持股（共 593 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 8.39% | +0.13% | +1.04% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.03% | +0.59% | -0.46% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 4.96% | +0.13% | +3.59% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.13% | +0.61% | +4.46% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.72% | +0.06% | +101.25% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.59% | +0.33% | +1.33% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.46% | -0.90% | +0.37% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.44% | +0.35% | +1.74% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.00% | +0.36% | -1.63% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.88% | +0.59% | -0.06% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.79% | +0.27% | +109.74% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.60% | +0.17% | +1.93% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.50% | +0.16% | +1.29% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.45% | +0.16% | +1.56% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | +0.32% | +0.98% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.32% | +0.04% | +108.22% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | +0.13% | -0.72% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.27% | +0.05% | +105.73% | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.11% | -0.28% | +2.81% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.08% | — | -0.22% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.00% | +0.02% | +107.81% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.93% | -0.81% | +15.71% | |
| 23 | FPAG | Fpa Global Equity ETF New | ETF-其他 | 0.91% | -1.21% | +11.53% | |
| 24 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.88% | -0.05% | -0.09% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.84% | +0.06% | +101.68% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.83% | +0.02% | +119.13% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.81% | +0.09% | +923.51% | |
| 28 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.79% | +0.11% | +101.02% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.79% | -0.05% | -5.86% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.77% | +0.03% | +0.08% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.75% | -0.05% | +100.84% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.75% | +0.46% | -0.32% | |
| 33 | FDX | Fedex CORP | 股票-工業 | 0.72% | -0.11% | -0.20% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.71% | -0.21% | +0.54% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.70% | -0.04% | +0.26% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.70% | -0.14% | +1.86% | |
| 37 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.69% | +0.03% | -1.74% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | +0.08% | -1.19% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.65% | +0.06% | +2.71% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.63% | +0.07% | -0.82% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.63% | +0.04% | -0.37% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.63% | +0.05% | +97.97% | |
| 43 | LIN | Linde plc | 股票-原物料 | 0.60% | — | -0.46% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | -0.76% | +3.35% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.58% | -0.15% | +0.49% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | -0.54% | -0.32% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | -0.01% | +0.55% | |
| 48 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.54% | +0.15% | +1.33% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.53% | -0.12% | +42.86% | |
| 50 | FITB | Fifth Third Bancorp | 股票-金融 | 0.52% | +0.05% | -5.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +1.3% | +101.25% | 加碼 |
| 2 | VXUS | Vanguard Total Intl Stock | +0.9% | +109.74% | 加碼 |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.6% | +108.22% | 加碼 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.6% | +105.73% | 加碼 |
| 5 | TEL | TE Connectivity plc | +0.5% | NEW | 新建倉 |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +107.81% | 加碼 |
| 7 | VOE | Vanguard Mid-cap Value ETF | +0.4% | +119.13% | 加碼 |
| 8 | VO | Vanguard Mid-cap ETF | +0.4% | +101.68% | 加碼 |
| 9 | WMT | Walmart Inc | +0.4% | +100.84% | 加碼 |
| 10 | MGC | Vanguard Mega Cap ETF | +0.4% | +101.02% | 加碼 |
| 11 | VONG | Vanguard Russell 1000 Growth | +0.3% | +97.97% | 加碼 |
| 12 | V | Visa Inc-class A Shares | +0.2% | +215.43% | 加碼 |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +101.10% | 加碼 |
| 14 | ZTS | Zoetis Inc | +0.2% | +105.54% | 加碼 |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +42.86% | 加碼 |
| 16 | DIM | Wisdomtree Intl M/c Dvd Fund | +0.1% | +98.83% | 加碼 |
| 17 | AMTM | Amentum Holdings Inc | +0.1% | NEW | 新建倉 |
| 18 | HON | Honeywell International Inc | +0.1% | +109.28% | 加碼 |
| 19 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +15.71% | 加碼 |
| 20 | LOW | Lowe's Cos Inc | +0.1% | -0.09% | 減碼 |
| 21 | TCAF | T Rowe Prc Cap Appreciation | 0% | +20.32% | 加碼 |
| 22 | RTX | Rtx CORP | 0% | +0.26% | 加碼 |
| 23 | ACN | Accenture plc | 0% | +1.86% | 加碼 |
| 24 | ORCL | Oracle CORP | 0% | +2.28% | 加碼 |
| 25 | HD | Home Depot Inc | 0% | +2.42% | 加碼 |
| 26 | CAT | Caterpillar Inc | 0% | -0.32% | 減碼 |
| 27 | GLD | Spdr Gold Shares | — | +2.81% | 加碼 |
| 28 | FPAG | Fpa Global Equity ETF New | — | +11.53% | 加碼 |
| 29 | UNH | Unitedhealth Group Inc | — | +1.33% | 加碼 |
| 30 | MOAT | Vaneck Morningstar Wide Moat | 0% | +3.59% | 加碼 |
| 31 | ABBV | Abbvie Inc | 0% | -0.82% | 減碼 |
| 32 | VTV | Vanguard Value ETF | 0% | +2.71% | 加碼 |
| 33 | IJR | Ishares Core S&p Small-cap E | -0.1% | +4.46% | 加碼 |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.1% | -0.22% | 減碼 |
| 35 | AVGO | Broadcom Inc | -0.1% | +923.51% | 加碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +1.93% | 加碼 |
| 37 | BA | Boeing Co/the | -0.1% | -66.99% | 減碼 |
| 38 | BP | Bp Plc-spons Adr | -0.1% | -88.01% | 減碼 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +1.04% | 加碼 |
| 40 | ITOT | Ishares Core S&p Total U.s. | -0.2% | +1.74% | 加碼 |
| 41 | FDX | Fedex CORP | -0.2% | -0.20% | 減碼 |
| 42 | VUG | Vanguard Growth ETF | -0.2% | -25.81% | 減碼 |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.2% | +1.33% | 加碼 |
| 44 | VOO | Vanguard S&p 500 ETF | -0.2% | -1.63% | 減碼 |
| 45 | AAPL | Apple Inc | -0.3% | -0.46% | 減碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.4% | +0.98% | 加碼 |
| 47 | BLKCHF | Blackrock Inc | -0.4% | -97.56% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.5% | +0.37% | 加碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.5% | -0.06% | 減碼 |
| 50 | TEL | TE Connectivity plc | -0.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Mesirow Financial Investment Management, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$63.7億，共申報了 593 個公開持股部位。
在 Q3 2024 季度，Mesirow Financial Investment Management, Inc. 按市值排列的前三大核心持股分別為：BRK-B (8.4%)、AAPL (5.0%)、MOAT (5.0%)。其中最大持股部位 BRK-B 佔據整體投資組合約 8.4% 的權重。
在 Q3 2024 季度中，Mesirow Financial Investment Management, Inc. 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 35 個部位、減碼 12 個部位以及清倉 1 個部位。 其中最大新建倉標的為 TEL。 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。
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。