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: 0000937615
申報總市值
US$320.5億
US$320.5億
2959 檔
11.8%
根據最新整理的 13F 季度數據集，Nisa Investment Advisors, LLC 於 Q3 2024 結束時的管理資產規模為 US$320.5億。該機構在本季度申報了 2959 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Nisa Investment Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 3 個新部位，並對 33 個既有持股進行加碼（合計增持 36 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, NVDA, MSFT）占據了總市值的 11.8%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2959 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 | AAPL | Apple Inc | 股票-科技 | 5.98% | -0.26% | -4.40% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.82% | -0.26% | +4.77% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.75% | -0.48% | +1.55% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.65% | -0.24% | +36.04% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.15% | -0.04% | +0.75% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.01% | — | +13.74% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.74% | +0.01% | -1.94% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.26% | -0.01% | +969.37% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.23% | +0.06% | +3.29% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.08% | -2.04% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.99% | +0.08% | +7.98% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 0.88% | -0.07% | +2.15% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 0.83% | -0.07% | -0.55% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -0.23% | -1.22% | |
| 15 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.81% | -0.05% | +41.80% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | -0.04% | -10.44% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | -0.09% | +17.34% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.73% | -0.03% | +1.11% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.07% | -2.93% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | -0.06% | -0.28% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.68% | -0.09% | -1.74% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.66% | -0.01% | +3.39% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.64% | -0.15% | +14.36% | |
| 24 | NFLX | Netflix Inc | 股票-通訊服務 | 0.62% | -0.18% | -3.65% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 0.62% | +0.10% | +41.22% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.59% | -0.05% | -2.38% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.55% | -0.05% | +13.78% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | -0.02% | -3.49% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.52% | -0.04% | +6.17% | |
| 30 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.50% | -0.03% | +6.26% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.49% | -0.04% | +10.31% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 0.47% | +0.07% | +6.02% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.46% | -0.04% | -0.65% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.45% | +0.45% | -0.51% | |
| 35 | INTU | Intuit Inc | 股票-科技 | 0.44% | -0.08% | +13.18% | |
| 36 | AXP | American Express Co | 股票-金融 | 0.44% | -0.02% | +3.58% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.43% | +0.03% | +15.31% | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.42% | -0.05% | +18.28% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | -0.07% | +5.08% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.42% | -0.06% | +7.24% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.41% | -0.14% | -6.90% | |
| 42 | DHR | Danaher CORP | 股票-醫療保健 | 0.40% | -0.02% | +27.64% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.40% | -0.03% | +22.16% | |
| 44 | PM | Philip Morris International | 股票-非循環性消費 | 0.39% | -0.02% | +36.86% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.38% | — | — | |
| 46 | PLD | Prologis Inc | 股票-房地產 | 0.38% | -0.04% | -10.66% | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.38% | +0.10% | +2.43% | |
| 48 | AMT | American Tower CORP | 股票-房地產 | 0.37% | -0.03% | -1.46% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.36% | -0.04% | +8.17% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.35% | -0.04% | -0.93% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.8% | +36.04% | 加碼 |
| 2 | VZ | Verizon Communications Inc | +0.3% | +41.80% | 加碼 |
| 3 | CSCO | Cisco Systems Inc | +0.2% | +41.22% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.2% | +2.15% | 加碼 |
| 5 | LMT | Lockheed Martin CORP | +0.2% | +67.38% | 加碼 |
| 6 | UNH | Unitedhealth Group Inc | +0.1% | +7.98% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.1% | +17.34% | 加碼 |
| 8 | WMT | Walmart Inc | +0.1% | +14.36% | 加碼 |
| 9 | PM | Philip Morris International | +0.1% | +36.86% | 加碼 |
| 10 | ICE | Intercontinental Exchange In | +0.1% | +57.46% | 加碼 |
| 11 | NKE | Nike Inc -cl B | +0.1% | +40.16% | 加碼 |
| 12 | DHR | Danaher CORP | +0.1% | +27.64% | 加碼 |
| 13 | TMUS | T-mobile US Inc | +0.1% | +38.65% | 加碼 |
| 14 | VCIT | Vanguard Int-term Corporate | +0.1% | +116.69% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.1% | +969.37% | 加碼 |
| 16 | HD | Home Depot Inc | +0.1% | +1.11% | 加碼 |
| 17 | MDT | Medtronic plc | +0.1% | +41.26% | 加碼 |
| 18 | ADP | Automatic Data Processing | +0.1% | +18.46% | 加碼 |
| 19 | SCHO | Schwab Short-term US Treas | +0.1% | NEW | 新建倉 |
| 20 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 21 | LULU | Lululemon Athletica Inc | +0.1% | +410.06% | 加碼 |
| 22 | USHY | Ishares Broad Usd High Yield | +0.1% | NEW | 新建倉 |
| 23 | ABBV | Abbvie Inc | +0.1% | +3.39% | 加碼 |
| 24 | KO | Coca-cola Co/the | +0.1% | +10.31% | 加碼 |
| 25 | CMCSA | Comcast Corp-class A | +0.1% | +18.28% | 加碼 |
| 26 | MCD | Mcdonald's CORP | +0.1% | +5.08% | 加碼 |
| 27 | PGR | Progressive CORP | +0.1% | +13.86% | 加碼 |
| 28 | SBUX | Starbucks CORP | +0.1% | +14.60% | 加碼 |
| 29 | GILD | Gilead Sciences Inc | +0.1% | +23.34% | 加碼 |
| 30 | TMO | Thermo Fisher Scientific Inc | +0.1% | +6.17% | 加碼 |
| 31 | KLAC | Kla CORP | +0.1% | +49.14% | 加碼 |
| 32 | GE | General Electric | +0.1% | +13.26% | 加碼 |
| 33 | ORCL | Oracle CORP | +0.1% | -2.38% | 減碼 |
| 34 | AXP | American Express Co | +0.1% | +3.58% | 加碼 |
| 35 | MA | Mastercard Inc - A | 0% | -0.55% | 減碼 |
| 36 | AAPL | Apple Inc | 0% | -4.40% | 減碼 |
| 37 | GOOG | Alphabet Inc-cl C | -0.1% | +13.74% | 加碼 |
| 38 | PTEN | Patterson-uti Energy Inc | -0.1% | -74.80% | 減碼 |
| 39 | TFC | Truist Financial CORP | -0.1% | -48.18% | 減碼 |
| 40 | IVE | Ishares S&p 500 Value ETF | -0.1% | EXIT | 清倉 |
| 41 | AMAT | Applied Materials Inc | -0.1% | -13.70% | 減碼 |
| 42 | ESGU | Ishares Esg Aware Msci USA | -0.1% | EXIT | 清倉 |
| 43 | FTAI | FTAI Aviation Ltd. | -0.2% | -99.07% | 減碼 |
| 44 | TIP | Ishares Tips Bond ETF | -0.2% | EXIT | 清倉 |
| 45 | JPST | Jpmorgan Ultra-short Income | -0.2% | EXIT | 清倉 |
| 46 | NVDA | Nvidia CORP | -0.2% | +4.77% | 加碼 |
| 47 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | 清倉 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.94% | 減碼 |
| 49 | EEM | Ishares Msci Emerging Market | -0.5% | EXIT | 清倉 |
| 50 | MSFT | Microsoft CORP | -0.5% | +1.55% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Nisa Investment Advisors, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$320.5億，共申報了 2959 個公開持股部位。
在 Q3 2024 季度，Nisa Investment Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (6.0%)、NVDA (5.8%)、MSFT (5.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.0% 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。
本季最大新建倉標的
SCHO
市值: US$1420.4萬
本季最大獲利了結 / 清倉標的
EEM
前期市值: US$7453.3萬
在 Q3 2024 季度中，Nisa Investment Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 33 個部位、減碼 8 個部位以及清倉 6 個部位。 其中最大新建倉標的為 SCHO。 本季清倉部位包含 EEM。
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。