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: 0001478215
申報總市值
US$5.5億
US$5.5億
145 檔
68.7%
Morningstar Investment Services LLC 在 Q4 2024 季度的美股部位總計估值為 US$5.5億，分散於 145 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Morningstar Investment Services LLC 於 Q4 2024 季度持續回收資金，對 50 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 VTI, BND, VEA）累計市值佔比達 68.7%，是驅動 Morningstar Investment Services LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.96% | +14.16% | NEW | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 11.71% | +10.76% | NEW | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.19% | +6.10% | NEW | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.23% | +1.90% | NEW | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.98% | +1.67% | NEW | |
| 6 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.97% | +1.62% | NEW | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.93% | +2.85% | NEW | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.84% | +1.96% | NEW | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | +1.66% | NEW | |
| 10 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.60% | +1.52% | NEW | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.59% | +0.84% | NEW | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.58% | +1.12% | NEW | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.49% | +0.98% | NEW | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | +1.57% | NEW | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | +1.32% | NEW | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | +1.20% | NEW | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.23% | +0.84% | NEW | |
| 18 | KMX | Carmax Inc | 股票-循環性消費 | 1.17% | +1.01% | NEW | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 1.13% | +1.11% | NEW | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.10% | +0.92% | NEW | |
| 21 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.04% | +0.93% | NEW | |
| 22 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.00% | +1.11% | NEW | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 0.99% | +1.33% | NEW | |
| 24 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.98% | +0.72% | NEW | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.95% | +0.93% | NEW | |
| 26 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.89% | +0.89% | NEW | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.87% | +0.64% | NEW | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.86% | +1.24% | NEW | |
| 29 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.86% | +0.73% | NEW | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | +0.75% | NEW | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.81% | — | -85.73% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.78% | +0.51% | NEW | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.78% | +0.54% | NEW | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.78% | — | -89.63% | |
| 35 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.76% | +0.74% | NEW | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.76% | +1.35% | NEW | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.73% | +0.78% | NEW | |
| 38 | VOX | Vanguard Communication Servi | ETF-其他 | 0.72% | — | -85.05% | |
| 39 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.72% | +0.49% | NEW | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | +0.75% | NEW | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 0.70% | +0.77% | NEW | |
| 42 | ENB | Enbridge Inc | 股票-能源 | 0.69% | +0.67% | NEW | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 0.69% | +0.50% | NEW | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.68% | — | -85.72% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.66% | +0.72% | NEW | |
| 46 | COR | Cencora Inc | 股票-醫療保健 | 0.65% | +0.65% | NEW | |
| 47 | FISV | Fiserv Inc | 股票-其他 | 0.63% | +0.57% | NEW | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.62% | +0.52% | NEW | |
| 49 | ADSK | Autodesk Inc | 股票-科技 | 0.61% | — | -90.59% | |
| 50 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.61% | — | -86.20% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +4.2% | -81.62% | 減碼 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +3.8% | -84.61% | 減碼 |
| 3 | VEA | Vanguard Ftse Developed ETF | +1.4% | -82.79% | 減碼 |
| 4 | VGIT | Vanguard Intermediate-term T | +0.6% | -82.85% | 減碼 |
| 5 | BSV | Vanguard Short-term Bond ETF | +0.6% | -81.67% | 減碼 |
| 6 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | -86.72% | 減碼 |
| 7 | MOAT | Vaneck Morningstar Wide Moat | +0.2% | -85.10% | 減碼 |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.2% | -86.59% | 減碼 |
| 9 | VTV | Vanguard Value ETF | +0.2% | -85.73% | 減碼 |
| 10 | DIS | Walt Disney Co/the | +0.1% | -88.52% | 減碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -89.42% | 減碼 |
| 12 | WFC | Wells Fargo & Co | +0.1% | -90.34% | 減碼 |
| 13 | CRM | Salesforce Inc | 0% | -90.56% | 減碼 |
| 14 | ADBE | Adobe Inc | 0% | -87.39% | 減碼 |
| 15 | MDT | Medtronic plc | 0% | -87.98% | 減碼 |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | -89.07% | 減碼 |
| 17 | SCHW | Schwab (charles) CORP | -0.1% | -90.52% | 減碼 |
| 18 | FISV | Fiserv Inc | -0.1% | -91.02% | 減碼 |
| 19 | VO | Vanguard Mid-cap ETF | -0.1% | -89.63% | 減碼 |
| 20 | ENB | Enbridge Inc | -0.1% | -90.06% | 減碼 |
| 21 | ADSK | Autodesk Inc | -0.1% | -90.59% | 減碼 |
| 22 | GOOG | Alphabet Inc-cl C | -0.1% | -90.92% | 減碼 |
| 23 | LAMR | Lamar Advertising Co-a | -0.1% | -89.25% | 減碼 |
| 24 | PM | Philip Morris International | -0.1% | -89.60% | 減碼 |
| 25 | GOOGL | Alphabet Inc-cl A | -0.1% | -90.78% | 減碼 |
| 26 | XOM | Exxon Mobil CORP | -0.1% | -89.30% | 減碼 |
| 27 | V | Visa Inc-class A Shares | -0.1% | -91.10% | 減碼 |
| 28 | OMC | Omnicom Group | -0.1% | -89.38% | 減碼 |
| 29 | APD | Air Products & Chemicals Inc | -0.1% | -89.99% | 減碼 |
| 30 | COR | Cencora Inc | -0.1% | -90.69% | 減碼 |
| 31 | KMX | Carmax Inc | -0.1% | -90.58% | 減碼 |
| 32 | MA | Mastercard Inc - A | -0.1% | -90.72% | 減碼 |
| 33 | CMCSA | Comcast Corp-class A | -0.2% | -89.23% | 減碼 |
| 34 | CHKP | Check Point Software Technologies Ltd. | -0.2% | -90.56% | 減碼 |
| 35 | IXUS | Ishares Core Intl Stock ETF | -0.2% | -91.18% | 減碼 |
| 36 | UNH | Unitedhealth Group Inc | -0.2% | -90.83% | 減碼 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -90.24% | 減碼 |
| 38 | QCOM | Qualcomm Inc | -0.2% | -90.89% | 減碼 |
| 39 | EIX | Edison International | -0.2% | -93.31% | 減碼 |
| 40 | DEO | Diageo Plc-sponsored Adr | -0.3% | -90.87% | 減碼 |
| 41 | ORCL | Oracle CORP | -0.3% | -91.71% | 減碼 |
| 42 | ELV | Elevance Health Inc | -0.3% | -88.00% | 減碼 |
| 43 | TSM | Taiwan Semiconductor-sp Adr | -0.4% | -92.15% | 減碼 |
| 44 | BKNG | Booking Holdings Inc | -0.4% | -91.92% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.4% | -90.63% | 減碼 |
| 46 | AMZN | Amazon.com Inc | -0.4% | -92.24% | 減碼 |
| 47 | META | Meta Platforms Inc-class A | -0.4% | -90.73% | 減碼 |
| 48 | SBUX | Starbucks CORP | -0.4% | -91.47% | 減碼 |
| 49 | IQV | Iqvia Holdings Inc | -0.4% | -90.79% | 減碼 |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.6% | -96.22% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Morningstar Investment Services LLC 在 Q4 2024 季度的美股持倉總市值約為 US$5.5億，共申報了 145 個公開持股部位。
在 Q4 2024 季度，Morningstar Investment Services LLC 按市值排列的前三大核心持股分別為：VTI (13.0%)、BND (11.7%)、VEA (5.2%)。其中最大持股部位 VTI 佔據整體投資組合約 13.0% 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。
本季最大獲利了結 / 清倉標的
VTI
前期市值: US$9.0億
在 Q4 2024 季度中，Morningstar Investment Services LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 0 個部位、減碼 50 個部位以及清倉 0 個部位。
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。