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: 0000938759
申報總市值
US$4.4億
US$4.4億
118 檔
17.5%
在 Q3 2024 的 13F 官方備案中，Monarch Capital Management Inc 管理的美股投資組合規模來到 US$4.4億，整體持股檔數為 118 檔。
在 Q3 2024 期間，Monarch Capital Management Inc 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 2 檔新建倉標的之中。
在資產配置集中度方面，Monarch Capital Management Inc 的前 5 大核心持股（包含 MSFT, AAPL, HD 等）合計佔整體申報市值的 17.5%，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 | MSFT | Microsoft CORP | 股票-科技 | 5.84% | -0.21% | -0.88% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.11% | +0.16% | +0.91% | |
| 3 | HD | Home Depot Inc | 股票-循環性消費 | 3.69% | -0.01% | -0.64% | |
| 4 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 3.57% | -0.04% | +0.36% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 3.28% | -0.62% | -1.36% | |
| 6 | MCD | Mcdonald's CORP | 股票-循環性消費 | 3.26% | -0.55% | -0.38% | |
| 7 | FELE | Franklin Electric Co Inc | 股票-工業 | 2.88% | +0.14% | -1.71% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.84% | +0.23% | +1.09% | |
| 9 | ADP | Automatic Data Processing | 股票-科技 | 2.77% | +0.06% | -0.42% | |
| 10 | LKFN | Lakeland Financial CORP | 股票-其他 | 2.77% | — | -0.71% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.59% | -0.14% | +0.84% | |
| 12 | KR | Kroger Co | 股票-非循環性消費 | 2.26% | -0.68% | +0.28% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.17% | -0.09% | -0.74% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 2.06% | +0.91% | +0.75% | |
| 15 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.04% | -0.03% | +0.12% | |
| 16 | PWR | Quanta Services Inc | 股票-工業 | 2.01% | +0.23% | -1.57% | |
| 17 | EMR | Emerson Electric Co | 股票-工業 | 1.94% | +0.04% | -0.27% | |
| 18 | AFL | Aflac Inc | 股票-金融 | 1.86% | -0.02% | -0.71% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.73% | +0.37% | -0.21% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.72% | -0.20% | +1.29% | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.68% | -0.34% | -0.26% | |
| 22 | USB | US Bancorp | 股票-金融 | 1.63% | +0.12% | +0.28% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.62% | -0.57% | -0.07% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | +0.07% | +1.51% | |
| 25 | SYK | Stryker CORP | 股票-醫療保健 | 1.59% | -0.02% | -1.12% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 1.56% | -0.18% | +0.40% | |
| 27 | FISV | Fiserv Inc | 股票-其他 | 1.46% | +0.02% | -0.52% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.33% | -0.16% | +1.57% | |
| 29 | SYY | Sysco CORP | 股票-非循環性消費 | 1.28% | +0.10% | -0.51% | |
| 30 | MMM | 3m Co | 股票-工業 | 1.20% | +0.05% | -0.24% | |
| 31 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.12% | +0.08% | +3.08% | |
| 32 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.08% | -0.19% | -0.62% | |
| 33 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.06% | +0.10% | -0.37% | |
| 34 | STLD | Steel Dynamics Inc | 股票-原物料 | 1.06% | +0.11% | +0.60% | |
| 35 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 1.01% | -0.08% | +0.20% | |
| 36 | FFIV | F5 Inc | 股票-科技 | 0.97% | +0.32% | -0.59% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工業 | 0.96% | +0.03% | +16.12% | |
| 38 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.89% | -0.06% | +9.73% | |
| 39 | CARR | Carrier Global CORP | 股票-工業 | 0.85% | +0.14% | -0.20% | |
| 40 | PFE | Pfizer Inc | 股票-醫療保健 | 0.84% | -0.16% | +1.03% | |
| 41 | FLS | Flowserve CORP | 股票-工業 | 0.73% | -0.04% | -0.95% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.72% | +0.04% | +0.13% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.72% | -0.06% | +0.69% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.02% | -0.86% | |
| 45 | TGT | Target CORP | 股票-循環性消費 | 0.59% | — | -0.04% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.59% | +1.38% | +2.53% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.18% | -0.69% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.56% | -0.03% | +0.08% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.54% | -0.07% | -0.54% | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.54% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MCD | Mcdonald's CORP | +0.3% | -0.38% | 減碼 |
| 2 | HD | Home Depot Inc | +0.3% | -0.64% | 減碼 |
| 3 | WMT | Walmart Inc | +0.2% | -1.36% | 減碼 |
| 4 | AFL | Aflac Inc | +0.2% | -0.71% | 減碼 |
| 5 | MMM | 3m Co | +0.2% | -0.24% | 減碼 |
| 6 | ABBV | Abbvie Inc | +0.2% | +1.09% | 加碼 |
| 7 | ADP | Automatic Data Processing | +0.2% | -0.42% | 減碼 |
| 8 | FISV | Fiserv Inc | +0.1% | -0.52% | 減碼 |
| 9 | NEE | Nextera Energy Inc | +0.1% | +1.57% | 加碼 |
| 10 | FFIV | F5 Inc | +0.1% | -0.59% | 減碼 |
| 11 | KR | Kroger Co | +0.1% | +0.28% | 加碼 |
| 12 | APD | Air Products & Chemicals Inc | +0.1% | +9.73% | 加碼 |
| 13 | CARR | Carrier Global CORP | +0.1% | -0.20% | 減碼 |
| 14 | PWR | Quanta Services Inc | +0.1% | -1.57% | 減碼 |
| 15 | GILD | Gilead Sciences Inc | +0.1% | -0.62% | 減碼 |
| 16 | ACN | Accenture plc | +0.1% | -0.26% | 減碼 |
| 17 | DE | Deere & Co | +0.1% | NEW | 新建倉 |
| 18 | AAPL | Apple Inc | +0.1% | +0.91% | 加碼 |
| 19 | USB | US Bancorp | +0.1% | +0.28% | 加碼 |
| 20 | SMG | Scotts Miracle-gro Co | +0.1% | -0.02% | 減碼 |
| 21 | MDT | Medtronic plc | +0.1% | +0.40% | 加碼 |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +0.75% | 加碼 |
| 23 | KO | Coca-cola Co/the | +0.1% | +0.12% | 加碼 |
| 24 | AMTM | Amentum Holdings Inc | +0.1% | NEW | 新建倉 |
| 25 | JNJ | Johnson & Johnson | +0.1% | +0.84% | 加碼 |
| 26 | UPS | United Parcel Service-cl B | +0.1% | +16.12% | 加碼 |
| 27 | CINF | Cincinnati Financial CORP | +0.1% | -0.37% | 減碼 |
| 28 | RTX | Rtx CORP | 0% | -0.54% | 減碼 |
| 29 | AES | Aes CORP | 0% | +3.62% | 加碼 |
| 30 | BMY | Bristol-myers Squibb Co | 0% | +0.95% | 加碼 |
| 31 | LMT | Lockheed Martin CORP | 0% | +0.05% | 加碼 |
| 32 | ABT | Abbott Laboratories | 0% | +1.29% | 加碼 |
| 33 | PPL | Ppl CORP | 0% | -0.65% | 減碼 |
| 34 | PM | Philip Morris International | 0% | — | 不變 |
| 35 | CB | Chubb Limited | 0% | — | 不變 |
| 36 | GE | General Electric | 0% | -3.96% | 減碼 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.86% | 減碼 |
| 38 | SYY | Sysco CORP | — | -0.51% | 減碼 |
| 39 | VWO | Vanguard Ftse Emerging Marke | — | +0.13% | 加碼 |
| 40 | JPM | Jpmorgan Chase & Co | -0.1% | +1.51% | 加碼 |
| 41 | FELE | Franklin Electric Co Inc | -0.1% | -1.71% | 減碼 |
| 42 | SYK | Stryker CORP | -0.1% | -1.12% | 減碼 |
| 43 | AMAT | Applied Materials Inc | -0.1% | EXIT | 清倉 |
| 44 | LKFN | Lakeland Financial CORP | -0.1% | -0.71% | 減碼 |
| 45 | PG | Procter & Gamble Co/the | -0.1% | -0.74% | 減碼 |
| 46 | WBA | Walgreens Boots Alliance Inc | -0.2% | -14.35% | 減碼 |
| 47 | INTC | Intel CORP | -0.2% | +2.53% | 加碼 |
| 48 | GOOG | Alphabet Inc-cl C | -0.4% | -0.21% | 減碼 |
| 49 | MRK | Merck & Co. Inc. | -0.7% | +0.36% | 加碼 |
| 50 | MSFT | Microsoft CORP | -0.8% | -0.88% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Monarch Capital Management Inc 在 Q3 2024 季度的美股持倉總市值約為 US$4.4億，共申報了 118 個公開持股部位。
在 Q3 2024 季度，Monarch Capital Management Inc 按市值排列的前三大核心持股分別為：MSFT (5.8%)、AAPL (4.1%)、HD (3.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.8% 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
DE
市值: US$38.0萬
本季最大獲利了結 / 清倉標的
AMAT
前期市值: US$28.0萬
在 Q3 2024 季度中，Monarch Capital Management Inc 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 19 個部位、減碼 26 個部位以及清倉 1 個部位。 其中最大新建倉標的為 DE。 本季清倉部位包含 AMAT。
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。