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: 0001272544
申報總市值
US$3.3億
US$3.3億
89 檔
24.3%
截至 Q4 2024 季度末，Montgomery Investment Management Inc 的美股持倉估值約為 US$3.3億，全數申報部位共有 89 檔。
在 Q4 2024，Montgomery Investment Management Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 25 個部位並完全清倉 5 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Montgomery Investment Management Inc 的前 5 大持股（包含 URI, VSEC, TFC）貢獻了組合市值的 24.3%，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 | URI | United Rentals Inc | 股票-工業 | 9.70% | +3.24% | -0.30% | |
| 2 | VSEC | Vse CORP | 股票-工業 | 5.72% | +0.69% | -31.62% | |
| 3 | TFC | Truist Financial CORP | 股票-金融 | 5.67% | -0.20% | -0.43% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.23% | +0.05% | -0.78% | |
| 5 | NVR | Nvr Inc | 股票-循環性消費 | 5.18% | -0.24% | -1.83% | |
| 6 | DE | Deere & Co | 股票-工業 | 4.53% | — | -0.85% | |
| 7 | COP | Conocophillips | 股票-能源 | 3.72% | -1.28% | -0.10% | |
| 8 | LEN | Lennar Corp-a | 股票-循環性消費 | 3.68% | -0.20% | -0.58% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 3.29% | +0.08% | -0.39% | |
| 10 | LEN-B | Lennar CORP - B Shs | 股票-其他 | 3.20% | -0.11% | -1.52% | |
| 11 | FANG | Diamondback Energy Inc | 股票-能源 | 2.85% | -0.63% | -0.45% | |
| 12 | GIS | General Mills Inc | 股票-非循環性消費 | 2.83% | -0.22% | -1.74% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 2.63% | -0.88% | -0.43% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.28% | +0.08% | -0.47% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 2.23% | -0.16% | — | |
| 16 | NOW | Servicenow Inc | 股票-科技 | 2.13% | -0.14% | — | |
| 17 | CAT | Caterpillar Inc | 股票-工業 | 2.05% | +1.17% | -7.15% | |
| 18 | CF | Cf Industries Holdings Inc | 股票-原物料 | 1.86% | -0.55% | -5.13% | |
| 19 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.82% | -0.11% | -0.33% | |
| 20 | PSX | Phillips 66 | 股票-能源 | 1.82% | -0.45% | -0.12% | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.81% | -0.11% | -0.43% | |
| 22 | LGIH | Lgi Homes Inc | 股票-其他 | 1.72% | +0.15% | -8.01% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.51% | +0.86% | +144.49% | |
| 24 | VLO | Valero Energy CORP | 股票-能源 | 1.44% | -0.16% | — | |
| 25 | PNC | Pnc Financial Services Group | 股票-金融 | 1.09% | +0.05% | — | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | -0.11% | -0.27% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.06% | +0.03% | +9.55% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.92% | -0.13% | -1.50% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.91% | +0.03% | -0.15% | |
| 30 | SYU1 | Synovus Financial CORP | 股票-其他 | 0.86% | — | +0.56% | |
| 31 | SU | Suncor Energy Inc | 股票-能源 | 0.80% | -0.35% | -0.52% | |
| 32 | HPQ | Hp Inc | 股票-科技 | 0.79% | -0.06% | -1.12% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.72% | -0.12% | — | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.70% | -0.14% | — | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.56% | -0.11% | -0.81% | |
| 36 | KNF | Knife River CORP | 股票-原物料 | 0.53% | -0.04% | — | |
| 37 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.50% | -0.04% | -1.78% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | -0.08% | — | |
| 39 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.43% | -0.06% | +0.79% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.41% | -0.09% | — | |
| 41 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 0.35% | +0.01% | -6.82% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.35% | +0.02% | — | |
| 43 | DAL | Delta Air Lines Inc | 股票-工業 | 0.35% | +0.09% | -1.35% | |
| 44 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.35% | — | — | |
| 45 | CVE | Cenovus Energy Inc | 股票-能源 | 0.34% | -0.06% | +1.61% | |
| 46 | MDU | Mdu Resources Group Inc | 股票-公用事業 | 0.33% | -0.04% | — | |
| 47 | WY | Weyerhaeuser Co | 股票-房地產 | 0.31% | -0.03% | — | |
| 48 | ECG | Everus Construction Group | 股票-工業 | 0.30% | +0.09% | — | |
| 49 | GL | Globe Life Inc | 股票-金融 | 0.27% | +0.04% | — | |
| 50 | HON | Honeywell International Inc | 股票-工業 | 0.26% | -0.22% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +0.9% | +144.49% | 加碼 |
| 2 | AAPL | Apple Inc | +0.7% | -0.78% | 減碼 |
| 3 | TFC | Truist Financial CORP | +0.5% | -0.43% | 減碼 |
| 4 | NOW | Servicenow Inc | +0.5% | — | 不變 |
| 5 | BAC | Bank Of America CORP | +0.4% | -0.47% | 減碼 |
| 6 | ECG | Everus Construction Group | +0.3% | NEW | 新建倉 |
| 7 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | +9.55% | 加碼 |
| 9 | SYU1 | Synovus Financial CORP | +0.2% | +0.56% | 加碼 |
| 10 | CVX | Chevron CORP | +0.2% | -0.43% | 減碼 |
| 11 | MSFT | Microsoft CORP | +0.1% | — | 不變 |
| 12 | PNC | Pnc Financial Services Group | +0.1% | — | 不變 |
| 13 | KNF | Knife River CORP | +0.1% | — | 不變 |
| 14 | COP | Conocophillips | +0.1% | -0.10% | 減碼 |
| 15 | FANG | Diamondback Energy Inc | +0.1% | -0.45% | 減碼 |
| 16 | PM | Philip Morris International | +0.1% | NEW | 新建倉 |
| 17 | DAL | Delta Air Lines Inc | +0.1% | -1.35% | 減碼 |
| 18 | WMT | Walmart Inc | +0.1% | — | 不變 |
| 19 | SHOP | Shopify Inc - Class A | +0.1% | — | 不變 |
| 20 | CF | Cf Industries Holdings Inc | 0% | -5.13% | 減碼 |
| 21 | CRGY | Crescent Energy Inc-a | 0% | — | 不變 |
| 22 | AVGO | Broadcom Inc | 0% | — | 不變 |
| 23 | MCD | Mcdonald's CORP | 0% | — | 不變 |
| 24 | LOW | Lowe's Cos Inc | — | +0.79% | 加碼 |
| 25 | ODFL | Old Dominion Freight Line | 0% | — | 不變 |
| 26 | VLO | Valero Energy CORP | 0% | — | 不變 |
| 27 | ABBV | Abbvie Inc | 0% | -0.15% | 減碼 |
| 28 | HPQ | Hp Inc | 0% | -1.12% | 減碼 |
| 29 | JNJ | Johnson & Johnson | 0% | -0.27% | 減碼 |
| 30 | WY | Weyerhaeuser Co | 0% | — | 不變 |
| 31 | RYN | Rayonier Inc | 0% | -2.02% | 減碼 |
| 32 | SWN1EUR | Southwestern Energy Co | -0.1% | EXIT | 清倉 |
| 33 | NOV | Nov Inc | -0.1% | EXIT | 清倉 |
| 34 | SLB | Slb LTD | -0.1% | EXIT | 清倉 |
| 35 | CSX | Csx CORP | -0.1% | EXIT | 清倉 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -0.43% | 減碼 |
| 37 | NEE | Nextera Energy Inc | -0.1% | -1.50% | 減碼 |
| 38 | BHP | Bhp Group Ltd-spon Adr | -0.1% | -6.82% | 減碼 |
| 39 | PSX | Phillips 66 | -0.1% | -0.12% | 減碼 |
| 40 | MDU | Mdu Resources Group Inc | -0.1% | — | 不變 |
| 41 | CAT | Caterpillar Inc | -0.1% | -7.15% | 減碼 |
| 42 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清倉 |
| 43 | GIS | General Mills Inc | -0.2% | -1.74% | 減碼 |
| 44 | FCX | Freeport-mcmoran Inc | -0.4% | -0.33% | 減碼 |
| 45 | LGIH | Lgi Homes Inc | -0.6% | -8.01% | 減碼 |
| 46 | URI | United Rentals Inc | -0.6% | -0.30% | 減碼 |
| 47 | NVR | Nvr Inc | -0.7% | -1.83% | 減碼 |
| 48 | LEN-B | Lennar CORP - B Shs | -0.7% | -1.52% | 減碼 |
| 49 | VSEC | Vse CORP | -1% | -31.62% | 減碼 |
| 50 | LEN | Lennar Corp-a | -1% | -0.58% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Montgomery Investment Management Inc 在 Q4 2024 季度的美股持倉總市值約為 US$3.3億，共申報了 89 個公開持股部位。
在 Q4 2024 季度，Montgomery Investment Management Inc 按市值排列的前三大核心持股分別為：URI (9.7%)、VSEC (5.7%)、TFC (5.7%)。其中最大持股部位 URI 佔據整體投資組合約 9.7% 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
ECG
市值: US$76.5萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$53.7萬
在 Q4 2024 季度中，Montgomery Investment Management Inc 共進行了 37 項持倉異動，包含新建倉 3 個部位、加碼 4 個部位、減碼 25 個部位以及清倉 5 個部位。 其中最大新建倉標的為 ECG。 本季清倉部位包含 ANETEUR。
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。