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: 0001755651
申報總市值
US$3.1億
US$3.1億
83 檔
12.2%
Q3 2024 季度申報顯示，Monte Financial Group, LLC 揭露的美股組合總市值為 US$3.1億，涵蓋 83 個不同之權益投資部位。
觀察 Q3 2024 的申報異動，Monte Financial Group, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 27 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Monte Financial Group, LLC 的前 5 大持股（包含 CMCSA, TGT, HD）貢獻了組合市值的 12.2%，形成該機構在 Q3 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 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 3.59% | -0.12% | +1.78% | |
| 2 | TGT | Target CORP | 股票-循環性消費 | 3.29% | -0.11% | EXIT | |
| 3 | HD | Home Depot Inc | 股票-循環性消費 | 3.12% | +0.44% | +1.24% | |
| 4 | WFC | Wells Fargo & Co | 股票-金融 | 2.97% | +0.01% | +1.79% | |
| 5 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.83% | +0.58% | +8.34% | |
| 6 | TXN | Texas Instruments Inc | 股票-科技 | 2.79% | +0.46% | -0.73% | |
| 7 | SWK | Stanley Black & Decker Inc | 股票-工業 | 2.77% | +0.42% | -1.63% | |
| 8 | RTX | Rtx CORP | 股票-工業 | 2.69% | +0.10% | -21.60% | |
| 9 | GLW | Corning Inc | 股票-科技 | 2.65% | -0.12% | -11.42% | |
| 10 | HSY | Hershey Co/the | 股票-非循環性消費 | 2.57% | -2.23% | +0.54% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 2.54% | -0.04% | +9.21% | |
| 12 | OMC | Omnicom Group | 股票-通訊服務 | 2.53% | -2.02% | EXIT | |
| 13 | DELL | Dell Technologies -c | 股票-科技 | 2.45% | -0.79% | +16.80% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 2.44% | -0.39% | +11.99% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.41% | -0.15% | -0.30% | |
| 16 | CPB | THE Campbell's Company | 股票-非循環性消費 | 2.39% | -1.39% | EXIT | |
| 17 | RF | Regions Financial CORP | 股票-金融 | 2.38% | +0.19% | -0.92% | |
| 18 | PFE | Pfizer Inc | 股票-醫療保健 | 2.35% | -0.98% | -3.18% | |
| 19 | EOG | Eog Resources Inc | 股票-能源 | 2.30% | -0.14% | +7.52% | |
| 20 | APD | Air Products & Chemicals Inc | 股票-原物料 | 2.29% | -0.10% | +1.55% | |
| 21 | GRMN | Garmin Ltd. | 股票-科技 | 2.29% | +0.31% | -18.49% | |
| 22 | WSO | Watsco Inc | 股票-工業 | 2.28% | -0.28% | -0.83% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.26% | -0.02% | +1.61% | |
| 24 | MTB | M & T Bank CORP | 股票-金融 | 2.26% | +0.17% | -0.46% | |
| 25 | HIG | Hartford Insurance Group Inc | 股票-金融 | 2.21% | -0.06% | -11.76% | |
| 26 | ETN | Eaton Corporation plc | 股票-工業 | 2.09% | — | -1.60% | |
| 27 | CME | Cme Group Inc | 股票-金融 | 1.94% | -0.34% | +20.49% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 1.91% | +0.52% | +1.05% | |
| 29 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.82% | -0.12% | +0.30% | |
| 30 | IP | International Paper Co | 股票-循環性消費 | 1.82% | — | +0.15% | |
| 31 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.58% | — | +0.81% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | +0.22% | +3.04% | |
| 33 | PPG | Ppg Industries Inc | 股票-原物料 | 1.50% | -0.10% | +2.04% | |
| 34 | AAPL | Apple Inc | 股票-科技 | 1.07% | +0.09% | -2.84% | |
| 35 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.06% | +0.10% | -9.92% | |
| 36 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.73% | — | -8.35% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | +0.06% | — | |
| 38 | SO | Southern Co/the | 股票-公用事業 | 0.68% | -0.07% | — | |
| 39 | AXP | American Express Co | 股票-金融 | 0.67% | +0.02% | -14.47% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | +0.07% | +2.86% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.62% | -0.01% | -0.10% | |
| 42 | GNRC | Generac Holdings Inc | 股票-工業 | 0.60% | — | -1.09% | |
| 43 | PH | Parker Hannifin CORP | 股票-工業 | 0.58% | -0.03% | -12.53% | |
| 44 | MCO | Moody's CORP | 股票-金融 | 0.58% | — | — | |
| 45 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.57% | +0.05% | +2.69% | |
| 46 | TEL | TE Connectivity plc | 股票-科技 | 0.57% | — | — | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | -0.04% | -4.83% | |
| 48 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.55% | -0.45% | EXIT | |
| 49 | KLAC | Kla CORP | 股票-科技 | 0.54% | -0.22% | +1.51% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.51% | -0.05% | -17.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SWK | Stanley Black & Decker Inc | +0.6% | -1.63% | 減碼 |
| 2 | TGT | Target CORP | +0.6% | +22.58% | 加碼 |
| 3 | TEL | TE Connectivity plc | +0.6% | NEW | 新建倉 |
| 4 | CME | Cme Group Inc | +0.4% | +20.49% | 加碼 |
| 5 | HD | Home Depot Inc | +0.3% | +1.24% | 加碼 |
| 6 | CSCO | Cisco Systems Inc | +0.3% | +9.21% | 加碼 |
| 7 | ABT | Abbott Laboratories | +0.3% | +8.34% | 加碼 |
| 8 | OMC | Omnicom Group | +0.2% | +1.60% | 加碼 |
| 9 | APD | Air Products & Chemicals Inc | +0.2% | +1.55% | 加碼 |
| 10 | MTB | M & T Bank CORP | +0.2% | -0.46% | 減碼 |
| 11 | LULU | Lululemon Athletica Inc | +0.2% | +90.10% | 加碼 |
| 12 | CDNS | Cadence Design Sys Inc | +0.2% | NEW | 新建倉 |
| 13 | RF | Regions Financial CORP | +0.2% | -0.92% | 減碼 |
| 14 | WST | West Pharmaceutical Services | +0.2% | +92.21% | 加碼 |
| 15 | ADP | Automatic Data Processing | +0.2% | +1.05% | 加碼 |
| 16 | IP | International Paper Co | +0.1% | +0.15% | 加碼 |
| 17 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 18 | NEE | Nextera Energy Inc | +0.1% | NEW | 新建倉 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -0.30% | 減碼 |
| 20 | VUG | Vanguard Growth ETF | +0.1% | NEW | 新建倉 |
| 21 | CMCSA | Comcast Corp-class A | +0.1% | +1.78% | 加碼 |
| 22 | IBM | Intl Business Machines CORP | +0.1% | — | 不變 |
| 23 | GNRC | Generac Holdings Inc | +0.1% | -1.09% | 減碼 |
| 24 | SO | Southern Co/the | +0.1% | — | 不變 |
| 25 | TMO | Thermo Fisher Scientific Inc | 0% | +2.69% | 加碼 |
| 26 | CB | Chubb Limited | 0% | -0.10% | 減碼 |
| 27 | ULTA | Ulta Beauty Inc | 0% | +15.73% | 加碼 |
| 28 | NVS | Novartis Ag-sponsored Adr | 0% | +0.30% | 加碼 |
| 29 | CPB | THE Campbell's Company | 0% | -0.69% | 減碼 |
| 30 | PPG | Ppg Industries Inc | 0% | +2.04% | 加碼 |
| 31 | AAPL | Apple Inc | 0% | -2.84% | 減碼 |
| 32 | CVX | Chevron CORP | 0% | +11.99% | 加碼 |
| 33 | WSO | Watsco Inc | 0% | -0.83% | 減碼 |
| 34 | TXN | Texas Instruments Inc | 0% | -0.73% | 減碼 |
| 35 | EOG | Eog Resources Inc | 0% | +7.52% | 加碼 |
| 36 | HSY | Hershey Co/the | 0% | +0.54% | 加碼 |
| 37 | ETN | Eaton Corporation plc | -0.1% | -1.60% | 減碼 |
| 38 | HIG | Hartford Insurance Group Inc | -0.1% | -11.76% | 減碼 |
| 39 | GLW | Corning Inc | -0.1% | -11.42% | 減碼 |
| 40 | BA | Boeing Co/the | -0.1% | EXIT | 清倉 |
| 41 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -8.35% | 減碼 |
| 42 | DECK | Deckers Outdoor CORP | -0.1% | +388.00% | 加碼 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.2% | -13.61% | 減碼 |
| 44 | APH | Amphenol Corp-cl A | -0.2% | -17.02% | 減碼 |
| 45 | WFC | Wells Fargo & Co | -0.3% | +1.79% | 加碼 |
| 46 | MRK | Merck & Co. Inc. | -0.3% | +1.61% | 加碼 |
| 47 | RTX | Rtx CORP | -0.3% | -21.60% | 減碼 |
| 48 | GRMN | Garmin Ltd. | -0.5% | -18.49% | 減碼 |
| 49 | TEL | TE Connectivity plc | -0.6% | EXIT | 清倉 |
| 50 | TROW | T Rowe Price Group Inc | -2.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Monte Financial Group, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$3.1億，共申報了 83 個公開持股部位。
在 Q3 2024 季度，Monte Financial Group, LLC 按市值排列的前三大核心持股分別為：CMCSA (3.6%)、TGT (3.3%)、HD (3.1%)。其中最大持股部位 CMCSA 佔據整體投資組合約 3.6% 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
TEL
市值: US$136.5萬
本季最大獲利了結 / 清倉標的
TROW
前期市值: US$469.7萬
在 Q3 2024 季度中，Monte Financial Group, LLC 共進行了 48 項持倉異動，包含新建倉 5 個部位、加碼 22 個部位、減碼 18 個部位以及清倉 3 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 TROW。
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。