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
210 檔
17.8%
根據最新整理的 13F 季度數據集，Meyer Handelman Co 於 Q4 2024 結束時的管理資產規模為 US$35.3億。該機構在本季度申報了 210 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Meyer Handelman Co 展現出較為審慎的避險與獲利了結姿態。本季共減碼 35 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, TT）占據了總市值的 17.8%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 210 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% | -0.24% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.13% | +0.13% | -0.39% | |
| 3 | TT | Trane Technologies plc | 股票-工業 | 3.25% | +0.11% | -0.78% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.23% | -0.20% | -0.23% | |
| 5 | HON | Honeywell International Inc | 股票-工業 | 3.20% | -0.96% | -0.34% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 2.68% | +0.19% | -0.42% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.48% | +0.08% | -0.23% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.47% | +0.10% | -1.01% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.37% | -0.56% | -0.29% | |
| 10 | MCK | Mckesson CORP | 股票-醫療保健 | 2.19% | -0.73% | -1.11% | |
| 11 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.99% | -0.11% | +0.72% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.99% | +0.30% | -0.73% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.74% | -0.07% | -0.93% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.61% | +0.24% | -1.56% | |
| 15 | CAT | Caterpillar Inc | 股票-工業 | 1.56% | +0.66% | -1.50% | |
| 16 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.43% | -0.41% | -0.49% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | -0.55% | -0.42% | |
| 18 | ETN | Eaton Corporation plc | 股票-工業 | 1.34% | +0.06% | -3.03% | |
| 19 | SYY | Sysco CORP | 股票-非循環性消費 | 1.33% | +0.04% | -2.80% | |
| 20 | ITW | Illinois Tool Works | 股票-工業 | 1.31% | -0.07% | -0.07% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.30% | +0.62% | +0.90% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.27% | -0.24% | -1.13% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.25% | -0.03% | +0.51% | |
| 24 | AMGN | Amgen Inc | 股票-醫療保健 | 1.20% | -0.13% | +0.55% | |
| 25 | PFE | Pfizer Inc | 股票-醫療保健 | 1.19% | -0.23% | -6.42% | |
| 26 | ALL | Allstate CORP | 股票-金融 | 1.18% | +0.10% | +1.78% | |
| 27 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.18% | -0.32% | -0.46% | |
| 28 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.17% | -0.15% | — | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.15% | -0.08% | +0.44% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 1.11% | -0.37% | -1.49% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.08% | -0.14% | -1.90% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.08% | -0.19% | -2.09% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 0.95% | +0.29% | +0.00% | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.95% | +0.10% | +1.06% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | +0.05% | +1.77% | |
| 36 | GE | General Electric | 股票-工業 | 0.94% | +0.25% | -1.28% | |
| 37 | MMM | 3m Co | 股票-工業 | 0.88% | -0.02% | +1.37% | |
| 38 | IR | Ingersoll-rand Inc | 股票-工業 | 0.84% | -0.05% | -0.74% | |
| 39 | RTX | Rtx CORP | 股票-工業 | 0.82% | -0.12% | -2.59% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.78% | +0.13% | +0.05% | |
| 41 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.76% | -0.16% | +0.09% | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.76% | +0.01% | -0.26% | |
| 43 | PPG | Ppg Industries Inc | 股票-原物料 | 0.73% | +0.02% | -2.86% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.73% | +0.14% | +2.23% | |
| 45 | GLW | Corning Inc | 股票-科技 | 0.71% | +1.12% | — | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | -0.06% | -3.09% | |
| 47 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.65% | -0.07% | -0.13% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.62% | -0.03% | -0.03% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | +0.32% | -1.46% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.61% | -0.04% | -1.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | -0.39% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.4% | -1.01% | 減碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.4% | -0.23% | 減碼 |
| 4 | HON | Honeywell International Inc | +0.3% | -0.34% | 減碼 |
| 5 | MCK | Mckesson CORP | +0.3% | -1.11% | 減碼 |
| 6 | WMT | Walmart Inc | +0.3% | -0.29% | 減碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -0.73% | 減碼 |
| 8 | JBL | Jabil Inc | +0.3% | NEW | 新建倉 |
| 9 | COP | Conocophillips | +0.3% | +96.93% | 加碼 |
| 10 | CME | Cme Group Inc | +0.2% | NEW | 新建倉 |
| 11 | CSCO | Cisco Systems Inc | +0.2% | +0.90% | 加碼 |
| 12 | V | Visa Inc-class A Shares | +0.2% | +1.77% | 加碼 |
| 13 | AVY | Avery Dennison CORP | +0.2% | NEW | 新建倉 |
| 14 | GILD | Gilead Sciences Inc | +0.1% | -0.46% | 減碼 |
| 15 | WFC | Wells Fargo & Co | +0.1% | -1.38% | 減碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.23% | 加碼 |
| 17 | GEV | GE Vernova Inc | +0.1% | -1.63% | 減碼 |
| 18 | MSFT | Microsoft CORP | — | -0.24% | 減碼 |
| 19 | PG | Procter & Gamble Co/the | 0% | -0.23% | 減碼 |
| 20 | ABBV | Abbvie Inc | -0.1% | +1.06% | 加碼 |
| 21 | TXN | Texas Instruments Inc | -0.1% | +0.00% | 加碼 |
| 22 | KO | Coca-cola Co/the | -0.1% | -0.03% | 減碼 |
| 23 | SWK | Stanley Black & Decker Inc | -0.1% | -4.86% | 減碼 |
| 24 | CVS | Cvs Health CORP | -0.1% | -7.47% | 減碼 |
| 25 | LLY | Eli Lilly & Co | -0.1% | +0.05% | 加碼 |
| 26 | JNJ | Johnson & Johnson | -0.1% | -3.09% | 減碼 |
| 27 | PPG | Ppg Industries Inc | -0.1% | -2.86% | 減碼 |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | -1.57% | 減碼 |
| 29 | NUE | Nucor CORP | -0.1% | -0.24% | 減碼 |
| 30 | XOM | Exxon Mobil CORP | -0.1% | -0.42% | 減碼 |
| 31 | NEE | Nextera Energy Inc | -0.1% | -0.13% | 減碼 |
| 32 | KMB | Kimberly-clark CORP | -0.1% | +0.72% | 加碼 |
| 33 | CAT | Caterpillar Inc | -0.1% | -1.50% | 減碼 |
| 34 | GE | General Electric | -0.1% | -1.28% | 減碼 |
| 35 | TT | Trane Technologies plc | -0.1% | -0.78% | 減碼 |
| 36 | NEM | Newmont CORP | -0.1% | -0.42% | 減碼 |
| 37 | PEP | Pepsico Inc | -0.1% | -1.13% | 減碼 |
| 38 | BAX | Baxter International Inc | -0.1% | -6.24% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.1% | +0.51% | 加碼 |
| 40 | FCX | Freeport-mcmoran Inc | -0.1% | -1.44% | 減碼 |
| 41 | INTC | Intel CORP | -0.1% | -42.10% | 減碼 |
| 42 | QCOM | Qualcomm Inc | -0.2% | -1.56% | 減碼 |
| 43 | VZ | Verizon Communications Inc | -0.2% | -0.49% | 減碼 |
| 44 | MDT | Medtronic plc | -0.2% | -27.09% | 減碼 |
| 45 | MPC | Marathon Petroleum CORP | -0.2% | — | 不變 |
| 46 | DOW | Dow Inc | -0.2% | -10.43% | 減碼 |
| 47 | PFE | Pfizer Inc | -0.2% | -6.42% | 減碼 |
| 48 | MRO* | Marathon Oil CORP | -0.2% | EXIT | 清倉 |
| 49 | AMGN | Amgen Inc | -0.2% | +0.55% | 加碼 |
| 50 | CAG | Conagra Brands Inc | -0.3% | -36.33% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Meyer Handelman Co 在 Q4 2024 季度的美股持倉總市值約為 US$35.3億，共申報了 210 個公開持股部位。
在 Q4 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 (5.1%)、TT (3.3%)。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
JBL
市值: US$733.4萬
本季最大獲利了結 / 清倉標的
MRO*
前期市值: US$608.6萬
在 Q4 2024 季度中，Meyer Handelman Co 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 10 個部位、減碼 35 個部位以及清倉 1 個部位。 其中最大新建倉標的為 JBL。 本季清倉部位包含 MRO*。
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。