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: 0000045319
申報總市值
US$35.3億
US$35.3億
212 檔
17.7%
在 Q3 2024 申報期間，Meyer Handelman Co（CIK: 0000045319）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$35.3億，共持有 212 個公開申報部位。
數據顯示 Meyer Handelman Co 於 Q3 2024 季度持續回收資金，對 32 個既有部位進行裁減並清倉 1 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，Meyer Handelman Co 的前 5 大核心持股（包含 MSFT, AAPL, TT 等）合計佔整體申報市值的 17.7%，反映機構在主要關鍵部位上的權重分佈。
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 | MSFT | Microsoft CORP | 股票-科技 | 6.99% | -0.45% | -3.24% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.68% | +0.13% | -1.20% | |
| 3 | TT | Trane Technologies plc | 股票-工業 | 3.37% | +0.11% | -3.59% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.26% | -0.20% | -1.13% | |
| 5 | HON | Honeywell International Inc | 股票-工業 | 2.87% | -0.96% | -0.77% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 2.64% | +0.19% | -1.88% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.13% | +0.08% | +3.27% | |
| 8 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 2.10% | -0.11% | -0.91% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.08% | -0.56% | +1.90% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.07% | +0.10% | +2.28% | |
| 11 | MCK | Mckesson CORP | 股票-醫療保健 | 1.88% | -0.73% | -0.09% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 1.79% | -0.07% | -0.45% | |
| 13 | QCOM | Qualcomm Inc | 股票-科技 | 1.76% | +0.24% | -1.03% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.72% | +0.30% | +0.08% | |
| 15 | CAT | Caterpillar Inc | 股票-工業 | 1.67% | +0.66% | -0.69% | |
| 16 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.58% | -0.41% | +6.82% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.53% | -0.55% | -0.99% | |
| 18 | AMGN | Amgen Inc | 股票-醫療保健 | 1.44% | -0.13% | +1.80% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.40% | -0.24% | -3.77% | |
| 20 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.39% | -0.03% | +1.04% | |
| 21 | SYY | Sysco CORP | 股票-非循環性消費 | 1.37% | +0.04% | -2.46% | |
| 22 | PFE | Pfizer Inc | 股票-醫療保健 | 1.36% | -0.23% | -2.31% | |
| 23 | ETN | Eaton Corporation plc | 股票-工業 | 1.35% | +0.06% | -5.28% | |
| 24 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.33% | -0.15% | -2.89% | |
| 25 | ITW | Illinois Tool Works | 股票-工業 | 1.33% | -0.07% | -1.00% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.13% | -0.19% | -1.44% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 1.13% | +0.62% | -0.40% | |
| 28 | ALL | Allstate CORP | 股票-金融 | 1.12% | +0.10% | +1.23% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.12% | -0.37% | +0.34% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.10% | -0.08% | +3.41% | |
| 31 | GE | General Electric | 股票-工業 | 1.05% | +0.25% | -2.57% | |
| 32 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.05% | -0.32% | -3.26% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 1.03% | +0.29% | -5.07% | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.02% | +0.10% | +3.49% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.99% | -0.14% | -1.94% | |
| 36 | MMM | 3m Co | 股票-工業 | 0.90% | -0.02% | -1.63% | |
| 37 | IR | Ingersoll-rand Inc | 股票-工業 | 0.90% | -0.05% | -2.09% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.87% | +0.13% | -2.51% | |
| 39 | RTX | Rtx CORP | 股票-工業 | 0.86% | -0.12% | -1.58% | |
| 40 | PPG | Ppg Industries Inc | 股票-原物料 | 0.82% | +0.02% | -0.56% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.05% | +6.64% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | -0.06% | -4.17% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.75% | -0.07% | -7.72% | |
| 44 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.72% | -0.16% | +1.20% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.71% | +0.01% | — | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.70% | -0.03% | -2.04% | |
| 47 | GLW | Corning Inc | 股票-科技 | 0.65% | +1.12% | -0.06% | |
| 48 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.61% | -0.02% | -7.11% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.61% | +0.14% | +3.26% | |
| 50 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.61% | -0.01% | -5.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TEL | TE Connectivity plc | +0.5% | NEW | 新建倉 |
| 2 | IBM | Intl Business Machines CORP | +0.5% | -1.88% | 減碼 |
| 3 | WMT | Walmart Inc | +0.3% | +1.90% | 加碼 |
| 4 | TT | Trane Technologies plc | +0.3% | -3.59% | 減碼 |
| 5 | AAPL | Apple Inc | +0.2% | -1.20% | 減碼 |
| 6 | HD | Home Depot Inc | +0.2% | -0.45% | 減碼 |
| 7 | MMM | 3m Co | +0.2% | -1.63% | 減碼 |
| 8 | CAT | Caterpillar Inc | +0.2% | -0.69% | 減碼 |
| 9 | VZ | Verizon Communications Inc | +0.2% | +6.82% | 加碼 |
| 10 | NRG | Nrg Energy Inc | +0.2% | NEW | 新建倉 |
| 11 | ALL | Allstate CORP | +0.2% | +1.23% | 加碼 |
| 12 | BMY | Bristol-myers Squibb Co | +0.2% | -1.94% | 減碼 |
| 13 | MCD | Mcdonald's CORP | +0.1% | -1.44% | 減碼 |
| 14 | ABBV | Abbvie Inc | +0.1% | +3.49% | 加碼 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +3.41% | 加碼 |
| 16 | GILD | Gilead Sciences Inc | +0.1% | -3.26% | 減碼 |
| 17 | RTX | Rtx CORP | +0.1% | -1.58% | 減碼 |
| 18 | GE | General Electric | +0.1% | -2.57% | 減碼 |
| 19 | CSCO | Cisco Systems Inc | +0.1% | -0.40% | 減碼 |
| 20 | ADP | Automatic Data Processing | +0.1% | — | 不變 |
| 21 | GEV | GE Vernova Inc | +0.1% | -6.19% | 減碼 |
| 22 | NEM | Newmont CORP | +0.1% | — | 不變 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +3.27% | 加碼 |
| 24 | ITW | Illinois Tool Works | +0.1% | -1.00% | 減碼 |
| 25 | OMC | Omnicom Group | +0.1% | +4.28% | 加碼 |
| 26 | BAX | Baxter International Inc | +0.1% | +5.60% | 加碼 |
| 27 | GLW | Corning Inc | +0.1% | -0.06% | 減碼 |
| 28 | BX | Blackstone Inc | +0.1% | -0.33% | 減碼 |
| 29 | CARR | Carrier Global CORP | +0.1% | -0.34% | 減碼 |
| 30 | V | Visa Inc-class A Shares | +0.1% | +6.64% | 加碼 |
| 31 | NEE | Nextera Energy Inc | +0.1% | -7.72% | 減碼 |
| 32 | ETR | Entergy CORP | +0.1% | -2.39% | 減碼 |
| 33 | ALLE | Allegion plc | +0.1% | -2.13% | 減碼 |
| 34 | SBUX | Starbucks CORP | +0.1% | -0.54% | 減碼 |
| 35 | KO | Coca-cola Co/the | 0% | -2.04% | 減碼 |
| 36 | SYY | Sysco CORP | 0% | -2.46% | 減碼 |
| 37 | AMGN | Amgen Inc | 0% | +1.80% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | 0% | -1.13% | 減碼 |
| 39 | LW | Lamb Weston Holdings Inc | -0.1% | -4.61% | 減碼 |
| 40 | BA | Boeing Co/the | -0.1% | -9.74% | 減碼 |
| 41 | CVX | Chevron CORP | -0.1% | +0.34% | 加碼 |
| 42 | MRK | Merck & Co. Inc. | -0.2% | +1.04% | 加碼 |
| 43 | MPC | Marathon Petroleum CORP | -0.2% | -2.89% | 減碼 |
| 44 | GOOG | Alphabet Inc-cl C | -0.2% | +0.08% | 加碼 |
| 45 | HON | Honeywell International Inc | -0.2% | -0.77% | 減碼 |
| 46 | INTC | Intel CORP | -0.3% | -39.09% | 減碼 |
| 47 | QCOM | Qualcomm Inc | -0.4% | -1.03% | 減碼 |
| 48 | MCK | Mckesson CORP | -0.4% | -0.09% | 減碼 |
| 49 | TEL | TE Connectivity plc | -0.6% | EXIT | 清倉 |
| 50 | MSFT | Microsoft CORP | -0.8% | -3.24% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Meyer Handelman Co 在 Q3 2024 季度的美股持倉總市值約為 US$35.3億，共申報了 212 個公開持股部位。
在 Q3 2024 季度，Meyer Handelman Co 按市值排列的前三大核心持股分別為：MSFT (7.0%)、AAPL (4.7%)、TT (3.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.0% 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
TEL
市值: US$1396.1萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$1586.3萬
在 Q3 2024 季度中，Meyer Handelman Co 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 13 個部位、減碼 32 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。
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。