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: 0000715113
申報總市值
US$9.1億
US$9.1億
209 檔
24.0%
在 Q3 2024 的 13F 官方備案中，Mjp Associates Inc /adv 管理的美股投資組合規模來到 US$9.1億，整體持股檔數為 209 檔。
在 Q3 2024 期間，Mjp Associates Inc /adv 展現了靈活的資產再平衡步調，透過出清 18 檔弱勢或達到目標價部位，將資金轉置於 10 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 VOO, VIG, IEF）累計市值佔比達 24.0%，是驅動 Mjp Associates Inc /adv 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 209 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 15.80% | +0.81% | +4.61% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 9.56% | +0.07% | +6.94% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.74% | — | +4.13% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.45% | +0.16% | -6.82% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.00% | +0.02% | +39.33% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.94% | -0.73% | +8.71% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 3.67% | — | +4.39% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.21% | +0.20% | +16.37% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.97% | -0.63% | +23.45% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.83% | +0.08% | +1.84% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.23% | — | +11.68% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.01% | +0.20% | +9.27% | |
| 13 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.93% | +0.19% | -0.47% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.23% | +3.34% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.46% | -0.23% | +4.51% | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.14% | — | +8.82% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.14% | +0.06% | +7.49% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.14% | — | +3.42% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.11% | — | +1.98% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.07% | -0.07% | +3.44% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | +0.12% | -0.31% | |
| 22 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.77% | — | +12.21% | |
| 23 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.61% | -0.02% | EXIT | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.60% | -0.02% | +0.57% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | -0.07% | +5.43% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | -0.02% | +3.71% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.57% | +0.01% | -2.88% | |
| 28 | ISPY | Proshares S&p High Incom ETF | ETF-其他 | 0.57% | +0.06% | — | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.55% | +0.08% | +9.19% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | +0.08% | -6.14% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.44% | -0.01% | -11.17% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | -0.02% | +2.36% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.34% | — | +0.15% | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 0.32% | -0.06% | +10.31% | |
| 35 | MRVL | Marvell Technology Inc | 股票-科技 | 0.31% | +0.07% | NEW | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.31% | +0.03% | -7.38% | |
| 37 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.31% | +0.02% | — | |
| 38 | DHR | Danaher CORP | 股票-醫療保健 | 0.30% | -0.01% | -4.55% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.30% | -0.03% | +20.01% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.29% | -0.03% | +2.16% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.29% | -0.09% | -2.03% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.29% | +0.41% | -5.47% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.28% | +0.01% | +0.46% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.28% | +0.06% | -3.13% | |
| 45 | CACI | Caci International Inc -cl A | 股票-科技 | 0.27% | — | -1.27% | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.26% | -0.01% | -4.99% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.25% | -0.02% | +2.41% | |
| 48 | NOW | Servicenow Inc | 股票-科技 | 0.25% | -0.03% | +2.10% | |
| 49 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 0.24% | — | -9.51% | |
| 50 | TSLA | Tesla Inc | 股票-循環性消費 | 0.24% | +0.04% | +6.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +1.1% | +39.33% | 加碼 |
| 2 | ISPY | Proshares S&p High Incom ETF | +0.6% | NEW | 新建倉 |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.5% | +6.94% | 加碼 |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | +23.45% | 加碼 |
| 5 | RDDT | Reddit Inc-cl A | +0.3% | NEW | 新建倉 |
| 6 | IWF | Ishares Russell 1000 Growth | +0.3% | +16.37% | 加碼 |
| 7 | ✓ | Raytheon Technologies CORP | +0.2% | NEW | 新建倉 |
| 8 | AAPL | Apple Inc | +0.2% | -6.82% | 減碼 |
| 9 | ✓ | First Trust Preferred Securities and Income ETF | +0.2% | NEW | 新建倉 |
| 10 | VALE | Vale S.A. | +0.1% | NEW | 新建倉 |
| 11 | FBND | Fidelity Total Bond ETF | +0.1% | +11.68% | 加碼 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.61% | 加碼 |
| 13 | ICE | Intercontinental Exchange In | +0.1% | NEW | 新建倉 |
| 14 | BDX | Becton Dickinson And Co | +0.1% | NEW | 新建倉 |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +7.49% | 加碼 |
| 16 | ARES | Ares Management CORP - A | +0.1% | NEW | 新建倉 |
| 17 | MLM | Martin Marietta Materials | +0.1% | NEW | 新建倉 |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | 新建倉 |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +12.21% | 加碼 |
| 20 | WMT | Walmart Inc | +0.1% | +10.31% | 加碼 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +5.43% | 加碼 |
| 22 | TSLA | Tesla Inc | +0.1% | +6.49% | 加碼 |
| 23 | VEA | Vanguard Ftse Developed ETF | 0% | +4.51% | 加碼 |
| 24 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +8.82% | 加碼 |
| 25 | HDV | Ishares Core High Dividend E | 0% | +3.44% | 加碼 |
| 26 | JEPI | Jpmorgan Equity Premium Inco | 0% | +3.42% | 加碼 |
| 27 | MINT | Pimco Enhanced Short Maturit | 0% | +8.71% | 加碼 |
| 28 | IEF | Ishares 7-10 Year Treasury B | 0% | +4.13% | 加碼 |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +1.84% | 加碼 |
| 30 | NVDA | Nvidia CORP | -0.1% | +9.27% | 加碼 |
| 31 | COO | Cooper Cos Inc/the | -0.1% | EXIT | 清倉 |
| 32 | NDSN | Nordson CORP | -0.1% | EXIT | 清倉 |
| 33 | WRB | Wr Berkley CORP | -0.1% | EXIT | 清倉 |
| 34 | FICO | Fair Isaac CORP | -0.1% | EXIT | 清倉 |
| 35 | POOL | Pool CORP | -0.1% | EXIT | 清倉 |
| 36 | ON | On Semiconductor | -0.1% | EXIT | 清倉 |
| 37 | LPLA | Lpl Financial Holdings Inc | -0.1% | EXIT | 清倉 |
| 38 | TEAM | Atlassian Corp-cl A | -0.1% | EXIT | 清倉 |
| 39 | TER | Teradyne Inc | -0.1% | EXIT | 清倉 |
| 40 | BSY | Bentley Systems Inc-class B | -0.1% | EXIT | 清倉 |
| 41 | WSO | Watsco Inc | -0.1% | EXIT | 清倉 |
| 42 | COR | Cencora Inc | -0.1% | EXIT | 清倉 |
| 43 | LII | Lennox International Inc | -0.1% | EXIT | 清倉 |
| 44 | TGT | Target CORP | -0.1% | EXIT | 清倉 |
| 45 | EW | Edwards Lifesciences CORP | -0.2% | EXIT | 清倉 |
| 46 | FPE | Ft-preferred Secur & Inc ETF | -0.2% | EXIT | 清倉 |
| 47 | JMST | JPM Ultra-short Muni Income | -0.2% | +4.39% | 加碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.31% | 減碼 |
| 49 | LW | Lamb Weston Holdings Inc | -0.2% | EXIT | 清倉 |
| 50 | RTX | Rtx CORP | -0.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Mjp Associates Inc /adv 在 Q3 2024 季度的美股持倉總市值約為 US$9.1億，共申報了 209 個公開持股部位。
在 Q3 2024 季度，Mjp Associates Inc /adv 按市值排列的前三大核心持股分別為：VOO (15.8%)、VIG (9.6%)、IEF (6.7%)。其中最大持股部位 VOO 佔據整體投資組合約 15.8% 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
ISPY
市值: US$299.0萬
本季最大獲利了結 / 清倉標的
RTX
前期市值: US$115.3萬
在 Q3 2024 季度中，Mjp Associates Inc /adv 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 20 個部位、減碼 2 個部位以及清倉 18 個部位。 其中最大新建倉標的為 ISPY。 本季清倉部位包含 RTX。
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。