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
158 檔
28.7%
Q4 2024 季度申報顯示，Mmbg Investment Advisors Co. 揭露的美股組合總市值為 US$12.6億，涵蓋 158 個不同之權益投資部位。
在 Q4 2024，Mmbg Investment Advisors Co. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 28 個部位並完全清倉 2 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Mmbg Investment Advisors Co. 的前 5 大持股（包含 AAPL, AMZN, MSFT）貢獻了組合市值的 28.7%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | 11.08% | +0.37% | -0.61% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.94% | -0.04% | -7.82% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.80% | -0.66% | -1.29% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.34% | +0.56% | -1.95% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.30% | -0.47% | -2.97% | |
| 6 | ✓ | Betterware De Mexc S A P I D | 股票-其他 | 4.86% | -0.66% | +0.68% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.72% | +0.02% | -6.56% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.36% | -0.13% | -1.44% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.97% | +0.08% | -16.42% | |
| 10 | CRM | Salesforce Inc | 股票-科技 | 2.59% | -0.56% | -6.37% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.98% | +0.10% | +0.58% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.82% | -0.08% | -0.02% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.62% | -0.14% | -10.93% | |
| 14 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.57% | -0.09% | -22.02% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.53% | -0.40% | -4.91% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | +0.12% | — | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.35% | -0.03% | -14.35% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.29% | +0.05% | -22.74% | |
| 19 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.26% | -0.25% | -0.39% | |
| 20 | TCEHY | Tencent Holdings Ltd-uns Adr | 股票-其他 | 1.23% | — | +47.92% | |
| 21 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.09% | +0.54% | -0.59% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.00% | +0.16% | +1.85% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.95% | -0.03% | -24.37% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | +0.06% | -9.76% | |
| 25 | CX | Cemex Sab-spons Adr Part Cer | 股票-其他 | 0.83% | -0.10% | +51.02% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.80% | -0.17% | +1.29% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.78% | +0.13% | -33.77% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.71% | +0.10% | -5.76% | |
| 29 | DHR | Danaher CORP | 股票-醫療保健 | 0.67% | -0.13% | — | |
| 30 | UBER | Uber Technologies Inc | 股票-工業 | 0.65% | -0.08% | +12.86% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.63% | +0.25% | +0.33% | |
| 32 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.62% | -0.01% | +5.79% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.59% | -0.02% | -46.12% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.59% | -0.18% | +44.88% | |
| 35 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.59% | -0.24% | -41.87% | |
| 36 | MU | Micron Technology Inc | 股票-科技 | 0.57% | +1.64% | -38.79% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.57% | +0.09% | -10.05% | |
| 38 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.54% | -0.52% | EXIT | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.52% | -0.11% | — | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.48% | -0.06% | -0.77% | |
| 41 | RTX | Rtx CORP | 股票-工業 | 0.44% | -0.09% | -0.77% | |
| 42 | ETN | Eaton Corporation plc | 股票-工業 | 0.44% | +0.01% | +3.71% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.43% | -0.08% | — | |
| 44 | FDX | Fedex CORP | 股票-工業 | 0.41% | -0.11% | -31.38% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.41% | +0.05% | -50.79% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.40% | -0.13% | — | |
| 47 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.39% | +0.03% | +67.54% | |
| 48 | APO | Apollo Global Management Inc | 股票-金融 | 0.38% | -0.06% | — | |
| 49 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 0.38% | — | — | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.36% | -0.21% | +10.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | -0.61% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -1.95% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.8% | -7.82% | 減碼 |
| 4 | TCEHY | Tencent Holdings Ltd-uns Adr | +0.4% | +47.92% | 加碼 |
| 5 | CRM | Salesforce Inc | +0.4% | -6.37% | 減碼 |
| 6 | SHOP | Shopify Inc - Class A | +0.3% | -0.39% | 減碼 |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | +0.58% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.3% | +1.85% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | -6.56% | 減碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.3% | -0.02% | 減碼 |
| 11 | CX | Cemex Sab-spons Adr Part Cer | +0.2% | +51.02% | 加碼 |
| 12 | V | Visa Inc-class A Shares | +0.2% | — | 不變 |
| 13 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | NEW | 新建倉 |
| 14 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建倉 |
| 15 | WMT | Walmart Inc | +0.1% | -4.91% | 減碼 |
| 16 | MELI | Mercadolibre Inc | +0.1% | +67.54% | 加碼 |
| 17 | APO | Apollo Global Management Inc | +0.1% | — | 不變 |
| 18 | VGIT | Vanguard Intermediate-term T | +0.1% | NEW | 新建倉 |
| 19 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +44.88% | 加碼 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.33% | 加碼 |
| 21 | ABX | Barrick Gold CORP | +0.1% | NEW | 新建倉 |
| 22 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | 新建倉 |
| 23 | UBER | Uber Technologies Inc | -0.1% | +12.86% | 加碼 |
| 24 | STZ | Constellation Brands Inc-a | -0.1% | +5.79% | 加碼 |
| 25 | NKE | Nike Inc -cl B | -0.1% | -2.99% | 減碼 |
| 26 | FMX | Fomento Economico Mex-sp Adr | -0.1% | — | 不變 |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | -0.77% | 減碼 |
| 28 | ✓ | Codere Online Luxembourg S A | -0.1% | -7.51% | 減碼 |
| 29 | IXN | Ishares Global Tech ETF | -0.1% | EXIT | 清倉 |
| 30 | XLF | Ss Financial Select Sector | -0.1% | -14.35% | 減碼 |
| 31 | LVS | Las Vegas Sands CORP | -0.1% | -53.35% | 減碼 |
| 32 | DHR | Danaher CORP | -0.1% | — | 不變 |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.1% | +1.29% | 加碼 |
| 34 | HON | Honeywell International Inc | -0.1% | -53.74% | 減碼 |
| 35 | MSFT | Microsoft CORP | -0.1% | -1.29% | 減碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -10.93% | 減碼 |
| 37 | GM | General Motors Co | -0.1% | EXIT | 清倉 |
| 38 | DIS | Walt Disney Co/the | -0.1% | -22.02% | 減碼 |
| 39 | XLY | Ss Consumer Disc Select Sect | -0.2% | -24.37% | 減碼 |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | -0.2% | -42.70% | 減碼 |
| 41 | FDX | Fedex CORP | -0.2% | -31.38% | 減碼 |
| 42 | NVDA | Nvidia CORP | -0.2% | -16.42% | 減碼 |
| 43 | BAC | Bank Of America CORP | -0.2% | -22.74% | 減碼 |
| 44 | VOO | Vanguard S&p 500 ETF | -0.4% | -33.77% | 減碼 |
| 45 | IYW | Ishares Ustechnology ETF | -0.4% | -50.79% | 減碼 |
| 46 | XLV | Ss Health Care Select Sector | -0.4% | -1.44% | 減碼 |
| 47 | SBUX | Starbucks CORP | -0.5% | -41.87% | 減碼 |
| 48 | ✓ | Betterware De Mexc S A P I D | -0.5% | +0.68% | 加碼 |
| 49 | MU | Micron Technology Inc | -0.6% | -38.79% | 減碼 |
| 50 | IBB | Ishares Biotechnology ETF | -0.6% | -46.12% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Mmbg Investment Advisors Co. 在 Q4 2024 季度的美股持倉總市值約為 US$12.6億，共申報了 158 個公開持股部位。
在 Q4 2024 季度，Mmbg Investment Advisors Co. 按市值排列的前三大核心持股分別為：AAPL (11.1%)、AMZN (7.9%)、MSFT (7.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.1% 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
NVO
市值: US$152.0萬
本季最大獲利了結 / 清倉標的
GM
前期市值: US$127.0萬
在 Q4 2024 季度中，Mmbg Investment Advisors Co. 共進行了 46 項持倉異動，包含新建倉 5 個部位、加碼 11 個部位、減碼 28 個部位以及清倉 2 個部位。 其中最大新建倉標的為 NVO。 本季清倉部位包含 GM。
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。