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
3006 檔
30.6%
Nisa Investment Advisors, LLC 在 Q4 2024 季度的美股部位總計估值為 US$320.5億，分散於 3006 個持倉標的之中，反映其市場參與廣度與投資規模。
Q4 2024 數據顯示 Nisa Investment Advisors, LLC 積極進場，新開立 9 個部位並同步加碼 32 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 IVV, NVDA, AAPL）累計市值佔比達 30.6%，是驅動 Nisa Investment Advisors, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 3006 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 22.54% | +3.83% | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.62% | -0.26% | +9.46% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.23% | -0.26% | +0.46% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.90% | -0.48% | +5.84% | |
| 5 | ✓ | Nisa Cit Ultra Mid Treasury I Shares A | 股票-其他 | 2.68% | — | — | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.88% | — | +24.89% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.68% | -0.04% | +1.22% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.61% | -0.24% | -9.24% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.49% | +0.01% | +14.25% | |
| 10 | ✓ | Nisa Cit Long Credit I Shares O | 股票-其他 | 1.43% | — | — | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.29% | -0.01% | +15.95% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 0.92% | -0.07% | +3.31% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.08% | -1.58% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.79% | +0.06% | +11.96% | |
| 15 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.66% | -0.03% | +70.68% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | -0.04% | +3.78% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.07% | +28.27% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 0.59% | -0.07% | +2.19% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.59% | -0.06% | +137.34% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 0.55% | -0.15% | +16.73% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.53% | -0.03% | +16.03% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | +0.10% | +17.31% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | -0.09% | +13.02% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.52% | +0.08% | -7.26% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | -0.02% | +35.92% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.50% | -0.18% | -2.35% | |
| 27 | HON | Honeywell International Inc | 股票-工業 | 0.50% | -0.19% | EXIT | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | -0.23% | -0.15% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | -0.09% | -1.07% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.43% | -0.06% | -0.56% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 0.39% | -0.08% | +33.93% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.39% | -0.05% | +1.31% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.38% | — | +1096666.67% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.35% | -0.05% | +42.14% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.35% | -0.01% | -11.51% | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.35% | -0.02% | +259.56% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.34% | -0.05% | +6.43% | |
| 38 | CME | Cme Group Inc | 股票-金融 | 0.33% | -0.07% | +218.28% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.33% | +0.19% | +101.72% | |
| 40 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.31% | -0.05% | -35.00% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.30% | +0.03% | +17.42% | |
| 42 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.30% | -0.04% | +4.77% | |
| 43 | LIN | Linde plc | 股票-原物料 | 0.30% | -0.03% | +51.51% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.29% | -0.02% | -8.15% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.29% | +0.05% | +8.29% | |
| 46 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.29% | +0.01% | +143.32% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.28% | +0.07% | -0.29% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.28% | -0.03% | -8.80% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.28% | -0.05% | +57.82% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.28% | -0.02% | +11.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +22.5% | NEW | 新建倉 |
| 2 | ✓ | Nisa Cit Ultra Mid Treasury I Shares A | +2.7% | NEW | 新建倉 |
| 3 | ✓ | Nisa Cit Long Credit I Shares O | +1.4% | NEW | 新建倉 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +1096666.67% | 加碼 |
| 5 | ✓ | +0.3% | NEW | 新建倉 | |
| 6 | HON | Honeywell International Inc | +0.2% | +146.48% | 加碼 |
| 7 | CB | Chubb Limited | +0.2% | +259.56% | 加碼 |
| 8 | CME | Cme Group Inc | +0.2% | +218.28% | 加碼 |
| 9 | PEP | Pepsico Inc | +0.2% | +137.34% | 加碼 |
| 10 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 11 | BKNG | Booking Holdings Inc | +0.2% | +70.68% | 加碼 |
| 12 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 13 | MSEQX | Msif Growth Portfolio-i | +0.2% | NEW | 新建倉 |
| 14 | TEAM | Atlassian Corp-cl A | +0.1% | +3951.15% | 加碼 |
| 15 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 16 | MSFAX | Msif Global Franchise-i | +0.1% | NEW | 新建倉 |
| 17 | GEV | GE Vernova Inc | +0.1% | +200.05% | 加碼 |
| 18 | ETR | Entergy CORP | +0.1% | +1899.16% | 加碼 |
| 19 | GLW | Corning Inc | +0.1% | +223.73% | 加碼 |
| 20 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +603.92% | 加碼 |
| 21 | AON | Aon plc | +0.1% | +146.25% | 加碼 |
| 22 | MCK | Mckesson CORP | +0.1% | +104.73% | 加碼 |
| 23 | CDNS | Cadence Design Sys Inc | +0.1% | +132.07% | 加碼 |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +66.30% | 加碼 |
| 25 | TSLA | Tesla Inc | 0% | +3.31% | 加碼 |
| 26 | ELV | Elevance Health Inc | 0% | +143.32% | 加碼 |
| 27 | AVGO | Broadcom Inc | 0% | +15.95% | 加碼 |
| 28 | AMAT | Applied Materials Inc | 0% | +101.72% | 加碼 |
| 29 | RTX | Rtx CORP | — | +57.82% | 加碼 |
| 30 | BAC | Bank Of America CORP | 0% | +35.92% | 加碼 |
| 31 | INTU | Intuit Inc | -0.1% | +33.93% | 加碼 |
| 32 | WMT | Walmart Inc | -0.1% | +16.73% | 加碼 |
| 33 | CSCO | Cisco Systems Inc | -0.1% | +17.31% | 加碼 |
| 34 | NFLX | Netflix Inc | -0.1% | -2.35% | 減碼 |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | +24.89% | 加碼 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +28.27% | 加碼 |
| 37 | ACWI | Ishares Msci Acwi ETF | -0.1% | EXIT | 清倉 |
| 38 | VCIT | Vanguard Int-term Corporate | -0.2% | -76.51% | 減碼 |
| 39 | V | Visa Inc-class A Shares | -0.2% | +3.78% | 加碼 |
| 40 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.3% | +14.25% | 加碼 |
| 42 | ABBV | Abbvie Inc | -0.3% | -11.51% | 減碼 |
| 43 | JPM | Jpmorgan Chase & Co | -0.3% | -1.58% | 減碼 |
| 44 | AMZN | Amazon.com Inc | -0.5% | +1.22% | 加碼 |
| 45 | UNH | Unitedhealth Group Inc | -0.5% | -7.26% | 減碼 |
| 46 | VZ | Verizon Communications Inc | -0.5% | -35.00% | 減碼 |
| 47 | META | Meta Platforms Inc-class A | -1% | -9.24% | 減碼 |
| 48 | NVDA | Nvidia CORP | -1.2% | +9.46% | 加碼 |
| 49 | AAPL | Apple Inc | -1.8% | +0.46% | 加碼 |
| 50 | MSFT | Microsoft CORP | -1.8% | +5.84% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Nisa Investment Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$320.5億，共申報了 3006 個公開持股部位。
在 Q4 2024 季度，Nisa Investment Advisors, LLC 按市值排列的前三大核心持股分別為：IVV (22.5%)、NVDA (4.6%)、AAPL (4.2%)。其中最大持股部位 IVV 佔據整體投資組合約 22.5% 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
IVV
市值: US$58.1億
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$3960.5萬
在 Q4 2024 季度中，Nisa Investment Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 32 個部位、減碼 7 個部位以及清倉 2 個部位。 其中最大新建倉標的為 IVV。 本季清倉部位包含 BLKCHF。
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。