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: 0001765876
申報總市值
US$12.6億
US$12.6億
166 檔
27.5%
在 Q3 2024 申報期間，Mmbg Investment Advisors Co.（CIK: 0001765876）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$12.6億，共持有 166 個公開申報部位。
在 Q3 2024 期間，Mmbg Investment Advisors Co. 展現了靈活的資產再平衡步調，透過出清 1 檔弱勢或達到目標價部位，將資金轉置於 4 檔新建倉標的之中。
在資產配置集中度方面，Mmbg Investment Advisors Co. 的前 5 大核心持股（包含 AAPL, MSFT, AMZN 等）合計佔整體申報市值的 27.5%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 10.20% | +0.37% | -2.83% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.93% | -0.66% | -0.14% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.19% | -0.04% | -0.28% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.57% | +0.56% | -0.55% | |
| 5 | ✓ | Betterware De Mexc S A P I D | 股票-其他 | 5.38% | -0.66% | +0.17% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.25% | -0.47% | -5.11% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.75% | -0.13% | -1.74% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.45% | +0.02% | -0.12% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 3.15% | +0.08% | +3.93% | |
| 10 | CRM | Salesforce Inc | 股票-科技 | 2.22% | -0.56% | +2.06% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.75% | -0.14% | -4.25% | |
| 12 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.71% | -0.09% | -3.75% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.68% | +0.10% | +3.73% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.57% | -0.08% | -13.60% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.48% | +0.05% | -5.85% | |
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 1.45% | -0.03% | +1.04% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 1.41% | -0.40% | -1.70% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | +0.12% | +7.84% | |
| 19 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.19% | -0.02% | — | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 1.13% | +1.64% | +2.12% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.13% | +0.13% | +34.36% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.10% | -0.03% | +2.69% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.09% | +0.54% | +16.82% | |
| 24 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.07% | -0.24% | -13.76% | |
| 25 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.94% | -0.25% | +13.59% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.92% | -0.17% | +51.97% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | +0.06% | -9.55% | |
| 28 | TCEHY | Tencent Holdings Ltd-uns Adr | 股票-其他 | 0.85% | — | -4.86% | |
| 29 | DHR | Danaher CORP | 股票-醫療保健 | 0.79% | -0.13% | +61.47% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.77% | +0.05% | — | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.72% | +0.16% | +876.51% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.72% | +0.10% | +3.93% | |
| 33 | UBER | Uber Technologies Inc | 股票-工業 | 0.70% | -0.08% | +4.30% | |
| 34 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.67% | -0.01% | +3.91% | |
| 35 | CX | Cemex Sab-spons Adr Part Cer | 股票-其他 | 0.59% | -0.10% | — | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.58% | +0.09% | -2.15% | |
| 37 | FDX | Fedex CORP | 股票-工業 | 0.58% | -0.11% | -8.19% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.55% | -0.06% | -1.76% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.54% | +0.25% | -12.84% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.54% | -0.11% | -6.06% | |
| 41 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.52% | -0.52% | EXIT | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.50% | -0.18% | -11.52% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.46% | -0.09% | +0.17% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.44% | -0.08% | — | |
| 45 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 0.43% | — | — | |
| 46 | ETN | Eaton Corporation plc | 股票-工業 | 0.41% | +0.01% | — | |
| 47 | XLE | Ss Energy Select Sector | ETF-其他 | 0.40% | -0.13% | +3.99% | |
| 48 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.38% | -0.03% | +8.48% | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.38% | -0.01% | -18.74% | |
| 50 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.35% | -0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CX | Cemex Sab-spons Adr Part Cer | +0.6% | NEW | 新建倉 |
| 2 | AAPL | Apple Inc | +0.5% | -2.83% | 減碼 |
| 3 | ETN | Eaton Corporation plc | +0.4% | NEW | 新建倉 |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.4% | +51.97% | 加碼 |
| 5 | DHR | Danaher CORP | +0.3% | +61.47% | 加碼 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | +34.36% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | -5.11% | 減碼 |
| 8 | SHOP | Shopify Inc - Class A | +0.2% | +13.59% | 加碼 |
| 9 | WMT | Walmart Inc | +0.2% | -1.70% | 減碼 |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | +3.73% | 加碼 |
| 11 | USIG | Ishares Broad Usd Investment | +0.2% | NEW | 新建倉 |
| 12 | CRM | Salesforce Inc | +0.1% | +2.06% | 加碼 |
| 13 | XLF | Ss Financial Select Sector | +0.1% | +1.04% | 加碼 |
| 14 | V | Visa Inc-class A Shares | +0.1% | +7.84% | 加碼 |
| 15 | XLY | Ss Consumer Disc Select Sect | +0.1% | +2.69% | 加碼 |
| 16 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -11.52% | 減碼 |
| 17 | MELI | Mercadolibre Inc | +0.1% | +19.93% | 加碼 |
| 18 | SMH | Vaneck Semiconductor ETF | +0.1% | +16.82% | 加碼 |
| 19 | TCEHY | Tencent Holdings Ltd-uns Adr | +0.1% | -4.86% | 減碼 |
| 20 | APO | Apollo Global Management Inc | +0.1% | +32.79% | 加碼 |
| 21 | RTX | Rtx CORP | +0.1% | +0.17% | 加碼 |
| 22 | SBUX | Starbucks CORP | +0.1% | -13.76% | 減碼 |
| 23 | DE | Deere & Co | +0.1% | +39.26% | 加碼 |
| 24 | IEMG | Ishares Core Msci Emerging | +0.1% | +70.49% | 加碼 |
| 25 | IHI | Ishares U.s. Medical Devices | +0.1% | +180.09% | 加碼 |
| 26 | USHY | Ishares Broad Usd High Yield | +0.1% | NEW | 新建倉 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | -0.12% | 減碼 |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | -1.76% | 減碼 |
| 29 | MCD | Mcdonald's CORP | +0.1% | -6.06% | 減碼 |
| 30 | XLV | Ss Health Care Select Sector | 0% | -1.74% | 減碼 |
| 31 | IBB | Ishares Biotechnology ETF | 0% | — | 不變 |
| 32 | NVDA | Nvidia CORP | 0% | +3.93% | 加碼 |
| 33 | PFE | Pfizer Inc | -0.1% | -19.73% | 減碼 |
| 34 | IXG | Ishares Global Financials Et | -0.1% | EXIT | 清倉 |
| 35 | GM | General Motors Co | -0.1% | -31.70% | 減碼 |
| 36 | DXJ | Wisdomtree Japan Hedged Eq | -0.1% | -5.56% | 減碼 |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -18.74% | 減碼 |
| 38 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -12.84% | 減碼 |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -9.55% | 減碼 |
| 40 | FDX | Fedex CORP | -0.1% | -8.19% | 減碼 |
| 41 | BAC | Bank Of America CORP | -0.1% | -5.85% | 減碼 |
| 42 | DIS | Walt Disney Co/the | -0.2% | -3.75% | 減碼 |
| 43 | MU | Micron Technology Inc | -0.3% | +2.12% | 加碼 |
| 44 | SNOW | Snowflake Inc | -0.4% | -86.23% | 減碼 |
| 45 | HON | Honeywell International Inc | -0.4% | -58.32% | 減碼 |
| 46 | GOOG | Alphabet Inc-cl C | -0.5% | -13.60% | 減碼 |
| 47 | AMZN | Amazon.com Inc | -0.5% | -0.28% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.5% | -0.14% | 減碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.8% | -0.55% | 減碼 |
| 50 | ✓ | Betterware De Mexc S A P I D | -1% | +0.17% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mmbg Investment Advisors Co. 在 Q3 2024 季度的美股持倉總市值約為 US$12.6億，共申報了 166 個公開持股部位。
在 Q3 2024 季度，Mmbg Investment Advisors Co. 按市值排列的前三大核心持股分別為：AAPL (10.2%)、MSFT (7.9%)、AMZN (7.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.2% 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
CX
市值: US$561.2萬
本季最大獲利了結 / 清倉標的
IXG
前期市值: US$73.0萬
在 Q3 2024 季度中，Mmbg Investment Advisors Co. 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 19 個部位、減碼 25 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CX。 本季清倉部位包含 IXG。
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。