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: 0000791540
申報總市值
US$14.8億
US$14.8億
1247 檔
0.0%
在 Q4 2024 申報期間，Lanark Financial, Inc.（CIK: 0000791540）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$14.8億，共持有 1247 個公開申報部位。
從 Q4 2024 申報觀察，Lanark Financial, Inc. 採取防禦導向的調倉策略，本季減碼 49 檔個股並出清 1 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Lanark Financial, Inc. 的前 5 大核心持股（包含 RY, AAPL, MSFT 等）合計佔整體申報市值的 0.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1247 檔）
| # | 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 | RY | Royal Bank Of Canada | 股票-金融 | 3.98% | +0.01% | -99.90% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.21% | +0.05% | -99.93% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.10% | -0.22% | -99.90% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.76% | -0.06% | -99.90% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.65% | +0.09% | -99.91% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.45% | +0.02% | -99.90% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | +0.06% | -99.90% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 0.92% | -0.14% | -99.90% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | — | -99.91% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.91% | -0.05% | -99.90% | |
| 11 | SSBUSD | Southstate Bank CORP | 股票-其他 | 0.87% | — | -99.90% | |
| 12 | CEG | Constellation Energy | 股票-公用事業 | 0.85% | -0.07% | -99.90% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 0.79% | -0.01% | -99.90% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | +0.02% | -99.91% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.76% | +0.12% | -99.92% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | +0.17% | -99.90% | |
| 17 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.74% | -0.12% | -99.91% | |
| 18 | LMT | Lockheed Martin CORP | 股票-工業 | 0.63% | -0.10% | -99.90% | |
| 19 | UNP | Union Pacific CORP | 股票-工業 | 0.62% | +0.01% | -99.90% | |
| 20 | DE | Deere & Co | 股票-工業 | 0.61% | — | -99.91% | |
| 21 | SRE | Sempra | 股票-公用事業 | 0.57% | -0.08% | -99.90% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.55% | +0.01% | -99.90% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.55% | +0.04% | -99.90% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | +0.06% | -99.90% | |
| 25 | FTCS | First Trust Capital Strength | ETF-其他 | 0.54% | -0.03% | -99.91% | |
| 26 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.54% | -0.13% | -99.90% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | -0.02% | -99.90% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.53% | +0.03% | -99.91% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.52% | -0.02% | -99.90% | |
| 30 | DTM | Dt Midstream Inc | 股票-能源 | 0.50% | -0.01% | -99.90% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.49% | -0.10% | -99.91% | |
| 32 | CGUS | Cap Group Core Equity | ETF-其他 | 0.48% | — | -99.89% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | +0.02% | -99.91% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.45% | +0.17% | -99.90% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | -0.01% | -99.91% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.43% | -0.01% | -99.91% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | -0.13% | -99.90% | |
| 38 | PH | Parker Hannifin CORP | 股票-工業 | 0.42% | -0.01% | -99.91% | |
| 39 | NI | Nisource Inc | 股票-公用事業 | 0.42% | -0.04% | -99.90% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.42% | -0.05% | -99.91% | |
| 41 | SYY | Sysco CORP | 股票-非循環性消費 | 0.41% | +0.02% | -99.90% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.40% | +0.06% | -99.90% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.40% | +0.11% | -99.91% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.40% | +0.10% | -99.90% | |
| 45 | LIN | Linde plc | 股票-原物料 | 0.40% | -0.01% | -99.90% | |
| 46 | MS | Morgan Stanley | 股票-金融 | 0.40% | +0.06% | -99.90% | |
| 47 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.38% | +0.06% | -99.90% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.38% | +0.17% | -99.91% | |
| 49 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.38% | — | -99.90% | |
| 50 | CCOI | Cogent Communications Holdin | 股票-其他 | 0.38% | — | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.5% | -99.91% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.3% | -99.90% | 減碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -99.90% | 減碼 |
| 4 | RY | Royal Bank Of Canada | +0.2% | -99.90% | 減碼 |
| 5 | NVDA | Nvidia CORP | +0.2% | -99.90% | 減碼 |
| 6 | WMT | Walmart Inc | +0.2% | -99.90% | 減碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -99.90% | 減碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -99.91% | 減碼 |
| 9 | DTM | Dt Midstream Inc | +0.1% | -99.90% | 減碼 |
| 10 | SSBUSD | Southstate Bank CORP | +0.1% | -99.90% | 減碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -99.90% | 減碼 |
| 12 | CGUS | Cap Group Core Equity | +0.1% | -99.89% | 減碼 |
| 13 | MSFT | Microsoft CORP | +0.1% | -99.90% | 減碼 |
| 14 | V | Visa Inc-class A Shares | +0.1% | -99.91% | 減碼 |
| 15 | TMUS | T-mobile US Inc | +0.1% | -99.90% | 減碼 |
| 16 | SRE | Sempra | +0.1% | -99.90% | 減碼 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | -99.90% | 減碼 |
| 18 | PG | Procter & Gamble Co/the | +0.1% | -99.90% | 減碼 |
| 19 | DE | Deere & Co | +0.1% | -99.91% | 減碼 |
| 20 | ORCL | Oracle CORP | +0.1% | -99.90% | 減碼 |
| 21 | NI | Nisource Inc | +0.1% | -99.90% | 減碼 |
| 22 | HD | Home Depot Inc | 0% | -99.90% | 減碼 |
| 23 | META | Meta Platforms Inc-class A | 0% | -99.91% | 減碼 |
| 24 | IWF | Ishares Russell 1000 Growth | 0% | -99.91% | 減碼 |
| 25 | PH | Parker Hannifin CORP | 0% | -99.91% | 減碼 |
| 26 | SYY | Sysco CORP | 0% | -99.90% | 減碼 |
| 27 | LLY | Eli Lilly & Co | 0% | -99.90% | 減碼 |
| 28 | CB | Chubb Limited | 0% | -99.90% | 減碼 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -99.91% | 減碼 |
| 30 | VEA | Vanguard Ftse Developed ETF | 0% | -99.90% | 減碼 |
| 31 | CVX | Chevron CORP | 0% | -99.91% | 減碼 |
| 32 | RDVY | First Trust Rising Dividend | 0% | -99.91% | 減碼 |
| 33 | UNP | Union Pacific CORP | — | -99.90% | 減碼 |
| 34 | PEG | Public Service Enterprise Gp | — | -99.90% | 減碼 |
| 35 | LOW | Lowe's Cos Inc | — | -99.90% | 減碼 |
| 36 | JNJ | Johnson & Johnson | 0% | -99.90% | 減碼 |
| 37 | FTCS | First Trust Capital Strength | 0% | -99.91% | 減碼 |
| 38 | XOM | Exxon Mobil CORP | 0% | -99.90% | 減碼 |
| 39 | LIN | Linde plc | 0% | -99.90% | 減碼 |
| 40 | PEP | Pepsico Inc | 0% | -99.90% | 減碼 |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -99.91% | 減碼 |
| 42 | UNH | Unitedhealth Group Inc | 0% | -99.91% | 減碼 |
| 43 | MRK | Merck & Co. Inc. | 0% | -99.91% | 減碼 |
| 44 | CMCSA | Comcast Corp-class A | 0% | -99.91% | 減碼 |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.1% | -99.92% | 減碼 |
| 46 | LMT | Lockheed Martin CORP | -0.1% | -99.90% | 減碼 |
| 47 | CEG | Constellation Energy | -0.1% | -99.90% | 減碼 |
| 48 | NEE | Nextera Energy Inc | -0.1% | -99.91% | 減碼 |
| 49 | AAPL | Apple Inc | -0.5% | -99.93% | 減碼 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -2.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Lanark Financial, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$14.8億，共申報了 1247 個公開持股部位。
在 Q4 2024 季度，Lanark Financial, Inc. 按市值排列的前三大核心持股分別為：RY (4.0%)、AAPL (3.2%)、MSFT (3.1%)。其中最大持股部位 RY 佔據整體投資組合約 4.0% 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
BRK-A
前期市值: US$3248.5萬
在 Q4 2024 季度中，Lanark Financial, Inc. 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 49 個部位以及清倉 1 個部位。 本季清倉部位包含 BRK-A。
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。