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: 0001067324
申報總市值
US$6.4億
US$6.4億
142 檔
52.4%
根據最新整理的 13F 季度數據集，Mountain Pacific Investment Advisers LLC 於 Q3 2024 結束時的管理資產規模為 US$6.4億。該機構在本季度申報了 142 檔美股持倉，呈現出該時期的主要投資地圖。
Q3 2024 的申報記錄反映 Mountain Pacific Investment Advisers LLC 的板塊替換策略：機構本季推動了 58 筆增持與 54 筆減持，籌碼呈現明顯的結構重組。
整體而言，Mountain Pacific Investment Advisers LLC 的前 5 大持股（包含 FISV, APH, AME）貢獻了組合市值的 52.4%，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 | FISV | Fiserv Inc | 股票-其他 | 5.66% | -0.59% | +0.61% | |
| 2 | APH | Amphenol Corp-cl A | 股票-科技 | 4.97% | +1.91% | -1.92% | |
| 3 | AME | Ametek Inc | 股票-工業 | 4.38% | -0.04% | +0.79% | |
| 4 | DHR | Danaher CORP | 股票-醫療保健 | 4.00% | -0.42% | +0.79% | |
| 5 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.70% | -0.08% | -0.68% | |
| 6 | IEX | Idex CORP | 股票-工業 | 3.58% | +0.25% | +1.48% | |
| 7 | ROP | Roper Technologies Inc | 股票-科技 | 3.30% | -0.41% | +1.26% | |
| 8 | ATR | Aptargroup Inc | 股票-醫療保健 | 3.29% | -0.34% | +3.93% | |
| 9 | VRSK | Verisk Analytics Inc | 股票-工業 | 3.17% | -0.32% | +1.73% | |
| 10 | VRT | Vertiv Holdings Co-a | 股票-工業 | 2.96% | +0.56% | -8.09% | |
| 11 | XYL | Xylem Inc | 股票-工業 | 2.85% | -0.32% | +1.46% | |
| 12 | CSW | Csw Industrials Inc | 股票-工業 | 2.78% | -0.03% | -12.29% | |
| 13 | GGG | Graco Inc | 股票-工業 | 2.63% | -0.46% | +2.63% | |
| 14 | LSTR | Landstar System Inc | 股票-工業 | 2.47% | +0.22% | -1.04% | |
| 15 | DCI | Donaldson Co Inc | 股票-工業 | 2.41% | -0.15% | +2.10% | |
| 16 | NDSN | Nordson CORP | 股票-工業 | 2.40% | -0.01% | +1.37% | |
| 17 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 2.23% | -0.13% | +0.44% | |
| 18 | FIX | Comfort Systems USA Inc | 股票-工業 | 2.14% | +0.38% | -0.03% | |
| 19 | FIS | Fidelity National Info Serv | 股票-科技 | 2.10% | -0.50% | +1.41% | |
| 20 | AIZ | Assurant Inc | 股票-金融 | 2.04% | +0.11% | -0.10% | |
| 21 | RPM | Rpm International Inc | 股票-原物料 | 2.01% | — | -0.38% | |
| 22 | UFPT | Ufp Technologies Inc | 股票-其他 | 2.01% | +0.10% | +0.26% | |
| 23 | FAST | Fastenal Co | 股票-工業 | 1.91% | -0.02% | -0.82% | |
| 24 | CRL | Charles River Laboratories | 股票-醫療保健 | 1.87% | — | -1.97% | |
| 25 | RBC | RBC Bearings Inc | 股票-工業 | 1.87% | +0.02% | +2.09% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.76% | -0.26% | +3.09% | |
| 27 | MSA | Msa Safety Inc | 股票-工業 | 1.61% | -0.02% | +7.05% | |
| 28 | CLH | Clean Harbors Inc | 股票-工業 | 1.56% | -0.13% | +5.81% | |
| 29 | FTV | Fortive CORP | 股票-科技 | 1.54% | -0.02% | -1.28% | |
| 30 | KAI | Kadant Inc | 股票-其他 | 1.42% | -0.01% | +1.00% | |
| 31 | TFX | Teleflex Inc | 股票-醫療保健 | 1.30% | -0.01% | -0.27% | |
| 32 | FCN | Fti Consulting Inc | 股票-工業 | 1.03% | -0.17% | +563.73% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.96% | -0.22% | +2.48% | |
| 34 | RRX | Regal Rexnord CORP | 股票-工業 | 0.94% | +0.08% | -3.42% | |
| 35 | WINA | Winmark CORP | 股票-其他 | 0.81% | +0.05% | +0.15% | |
| 36 | NVT | nVent Electric plc | 股票-工業 | 0.80% | +0.47% | +18.40% | |
| 37 | CNMD | Conmed CORP | 股票-其他 | 0.69% | -0.08% | EXIT | |
| 38 | ECL | Ecolab Inc | 股票-原物料 | 0.67% | -0.02% | -4.38% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.64% | -0.25% | +54.29% | |
| 40 | SPGI | S&p Global Inc | 股票-金融 | 0.61% | -0.12% | -2.45% | |
| 41 | ZD | Ziff Davis Inc | 股票-其他 | 0.59% | — | -13.65% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.56% | -0.13% | -4.51% | |
| 43 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.51% | +0.06% | — | |
| 44 | VLTO | Veralto CORP | 股票-工業 | 0.41% | -0.10% | +15.56% | |
| 45 | AAPL | Apple Inc | 股票-科技 | 0.39% | +0.02% | -1.09% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | -0.05% | +0.45% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | +0.03% | -4.54% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | -0.28% | -1.96% | |
| 49 | WAT | Waters CORP | 股票-醫療保健 | 0.27% | +0.06% | -1.12% | |
| 50 | PNR | Pentair plc | 股票-工業 | 0.27% | -0.09% | -1.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FCN | Fti Consulting Inc | +0.9% | +563.73% | 加碼 |
| 2 | FISV | Fiserv Inc | +0.6% | +0.61% | 加碼 |
| 3 | AIT | Applied Industrial Tech Inc | +0.5% | NEW | 新建倉 |
| 4 | FIX | Comfort Systems USA Inc | +0.3% | -0.03% | 減碼 |
| 5 | CSW | Csw Industrials Inc | +0.3% | -12.29% | 減碼 |
| 6 | ATR | Aptargroup Inc | +0.3% | +3.93% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +0.2% | +54.29% | 加碼 |
| 8 | UFPT | Ufp Technologies Inc | +0.2% | +0.26% | 加碼 |
| 9 | AIZ | Assurant Inc | +0.2% | -0.10% | 減碼 |
| 10 | NDSN | Nordson CORP | +0.1% | +1.37% | 加碼 |
| 11 | DHR | Danaher CORP | +0.1% | +0.79% | 加碼 |
| 12 | GGG | Graco Inc | +0.1% | +2.63% | 加碼 |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | +3.09% | 加碼 |
| 14 | TFX | Teleflex Inc | +0.1% | -0.27% | 減碼 |
| 15 | KAI | Kadant Inc | +0.1% | +1.00% | 加碼 |
| 16 | VLTO | Veralto CORP | +0.1% | +15.56% | 加碼 |
| 17 | FIS | Fidelity National Info Serv | +0.1% | +1.41% | 加碼 |
| 18 | RBC | RBC Bearings Inc | +0.1% | +2.09% | 加碼 |
| 19 | RRX | Regal Rexnord CORP | +0.1% | -3.42% | 減碼 |
| 20 | FAST | Fastenal Co | +0.1% | -0.82% | 減碼 |
| 21 | RPM | Rpm International Inc | +0.1% | -0.38% | 減碼 |
| 22 | CLH | Clean Harbors Inc | +0.1% | +5.81% | 加碼 |
| 23 | MOD | Modine Manufacturing Co | 0% | — | 不變 |
| 24 | PNR | Pentair plc | 0% | -1.77% | 減碼 |
| 25 | WAT | Waters CORP | 0% | -1.12% | 減碼 |
| 26 | USB | US Bancorp | 0% | +5.71% | 加碼 |
| 27 | ABBV | Abbvie Inc | 0% | +5.39% | 加碼 |
| 28 | SPGI | S&p Global Inc | 0% | -2.45% | 減碼 |
| 29 | ADP | Automatic Data Processing | 0% | +4.51% | 加碼 |
| 30 | RSP | Invesco S&p 500 Equal Weight | 0% | +22.28% | 加碼 |
| 31 | AMGN | Amgen Inc | 0% | +20.59% | 加碼 |
| 32 | GNRC | Generac Holdings Inc | 0% | -1.27% | 減碼 |
| 33 | COP | Conocophillips | 0% | NEW | 新建倉 |
| 34 | GE | General Electric | 0% | NEW | 新建倉 |
| 35 | UNH | Unitedhealth Group Inc | 0% | NEW | 新建倉 |
| 36 | BND | Vanguard Total Bond Market | 0% | +9.40% | 加碼 |
| 37 | ABT | Abbott Laboratories | 0% | +3.90% | 加碼 |
| 38 | ZBRA | Zebra Technologies Corp-cl A | 0% | -1.64% | 減碼 |
| 39 | CHRW | C.h. Robinson Worldwide Inc | 0% | +27.27% | 加碼 |
| 40 | WMT | Walmart Inc | 0% | -1.08% | 減碼 |
| 41 | RTX | Rtx CORP | 0% | +3.81% | 加碼 |
| 42 | BIV | Vanguard Intermediate-term B | 0% | +14.62% | 加碼 |
| 43 | CAT | Caterpillar Inc | 0% | +16.08% | 加碼 |
| 44 | HD | Home Depot Inc | 0% | +3.69% | 加碼 |
| 45 | RY | Royal Bank Of Canada | 0% | +19.90% | 加碼 |
| 46 | GIS | General Mills Inc | 0% | NEW | 新建倉 |
| 47 | IBM | Intl Business Machines CORP | 0% | — | 不變 |
| 48 | WAB | Wabtec CORP | 0% | -3.71% | 減碼 |
| 49 | VOO | Vanguard S&p 500 ETF | 0% | +24.31% | 加碼 |
| 50 | MCD | Mcdonald's CORP | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Mountain Pacific Investment Advisers LLC 在 Q3 2024 季度的美股持倉總市值約為 US$6.4億，共申報了 142 個公開持股部位。
在 Q3 2024 季度，Mountain Pacific Investment Advisers LLC 按市值排列的前三大核心持股分別為：FISV (5.7%)、APH (5.0%)、AME (4.4%)。其中最大持股部位 FISV 佔據整體投資組合約 5.7% 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
AIT
市值: US$754.0萬
本季最大獲利了結 / 清倉標的
VCIT
前期市值: US$23.3萬
在 Q3 2024 季度中，Mountain Pacific Investment Advisers LLC 共進行了 112 項持倉異動，包含新建倉 5 個部位、加碼 53 個部位、減碼 53 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AIT。 本季清倉部位包含 VCIT。
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。