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: 0001962457
申報總市值
US$1.5億
US$1.5億
104 檔
19.5%
根據最新整理的 13F 季度數據集，Northern Financial Advisors Inc 於 Q3 2024 結束時的管理資產規模為 US$1.5億。該機構在本季度申報了 104 檔美股持倉，呈現出該時期的主要投資地圖。
Northern Financial Advisors Inc 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 63 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 SPY, DIA, AAPL）占據了總市值的 19.5%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.73% | +0.51% | -5.26% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 3.91% | -0.03% | -0.77% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.45% | +0.12% | -0.95% | |
| 4 | NVR | Nvr Inc | 股票-循環性消費 | 3.34% | -0.10% | -17.77% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 2.92% | -0.70% | -0.35% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.82% | -0.29% | -2.52% | |
| 7 | NFLX | Netflix Inc | 股票-通訊服務 | 2.45% | -1.00% | -0.63% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.11% | +0.37% | +866.61% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.07% | -0.84% | +1.63% | |
| 10 | AXP | American Express Co | 股票-金融 | 1.89% | +0.02% | +1.03% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.81% | +0.05% | +1.83% | |
| 12 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.73% | -0.01% | -8.50% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.70% | +0.10% | +0.47% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.68% | +0.23% | -9.90% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.66% | -0.13% | +0.78% | |
| 16 | CAT | Caterpillar Inc | 股票-工業 | 1.54% | +0.96% | -0.23% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.52% | +0.20% | -7.34% | |
| 18 | NOW | Servicenow Inc | 股票-科技 | 1.51% | +0.10% | +0.68% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.46% | +0.14% | +3.63% | |
| 20 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.45% | +0.21% | +1.26% | |
| 21 | TXN | Texas Instruments Inc | 股票-科技 | 1.37% | +0.16% | +4.25% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | +0.05% | -1.62% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.37% | -0.06% | -6.42% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 1.31% | +0.13% | +0.64% | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 1.24% | +0.02% | -0.26% | |
| 26 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.19% | +0.05% | +1.68% | |
| 27 | HON | Honeywell International Inc | 股票-工業 | 1.18% | -0.98% | EXIT | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.18% | -0.14% | -0.77% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.12% | -0.19% | +0.72% | |
| 30 | VFC | Vf CORP | 股票-循環性消費 | 1.12% | +0.02% | — | |
| 31 | ETN | Eaton Corporation plc | 股票-工業 | 1.12% | +0.08% | — | |
| 32 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.08% | -0.34% | +0.69% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 1.07% | +0.04% | -1.22% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.05% | -0.05% | +3.17% | |
| 35 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.05% | -0.26% | -2.88% | |
| 36 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.03% | -0.09% | -0.20% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.97% | -0.13% | +9.47% | |
| 38 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.96% | — | +20.40% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.95% | -0.08% | +3.34% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.93% | -0.27% | -8.10% | |
| 41 | PGR | Progressive CORP | 股票-金融 | 0.93% | — | — | |
| 42 | MMM | 3m Co | 股票-工業 | 0.92% | +0.15% | +1.22% | |
| 43 | TGT | Target CORP | 股票-循環性消費 | 0.90% | +0.03% | +141.78% | |
| 44 | GD | General Dynamics CORP | 股票-工業 | 0.81% | -0.05% | +0.46% | |
| 45 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.75% | +0.07% | -2.80% | |
| 46 | EPD | Enterprise Products Partners | 股票-能源 | 0.75% | -0.23% | — | |
| 47 | LMT | Lockheed Martin CORP | 股票-工業 | 0.73% | -0.12% | -11.32% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.73% | +0.44% | -3.79% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.70% | — | -10.68% | |
| 50 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.64% | -0.01% | -0.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VFC | Vf CORP | +1.1% | NEW | 新建倉 |
| 2 | TGT | Target CORP | +0.5% | +141.78% | 加碼 |
| 3 | WMT | Walmart Inc | +0.3% | -0.35% | 減碼 |
| 4 | IBM | Intl Business Machines CORP | +0.2% | +0.64% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.2% | +0.78% | 加碼 |
| 6 | AXP | American Express Co | +0.2% | +1.03% | 加碼 |
| 7 | MMM | 3m Co | +0.2% | +1.22% | 加碼 |
| 8 | 6D8 | Dupont De Nemours Inc | +0.2% | +20.40% | 加碼 |
| 9 | RTX | Rtx CORP | +0.2% | +9.47% | 加碼 |
| 10 | UNH | Unitedhealth Group Inc | +0.2% | +3.63% | 加碼 |
| 11 | IWD | Ishares Russell 1000 Value E | +0.2% | NEW | 新建倉 |
| 12 | DON | Wisdomtree US Midcap Dividen | +0.2% | NEW | 新建倉 |
| 13 | COP | Conocophillips | +0.2% | NEW | 新建倉 |
| 14 | CAT | Caterpillar Inc | +0.2% | -0.23% | 減碼 |
| 15 | LOW | Lowe's Cos Inc | +0.2% | +0.69% | 加碼 |
| 16 | PGR | Progressive CORP | +0.1% | — | 不變 |
| 17 | AAPL | Apple Inc | +0.1% | -0.95% | 減碼 |
| 18 | NOW | Servicenow Inc | +0.1% | +0.68% | 加碼 |
| 19 | TRV | Travelers Cos Inc/the | +0.1% | +1.68% | 加碼 |
| 20 | HD | Home Depot Inc | +0.1% | -1.22% | 減碼 |
| 21 | LIN | Linde plc | +0.1% | +22.46% | 加碼 |
| 22 | KO | Coca-cola Co/the | +0.1% | +3.17% | 加碼 |
| 23 | SHW | Sherwin-williams Co/the | +0.1% | -1.62% | 減碼 |
| 24 | MA | Mastercard Inc - A | +0.1% | +3.34% | 加碼 |
| 25 | TMUS | T-mobile US Inc | +0.1% | -2.88% | 減碼 |
| 26 | GS | Goldman Sachs Group Inc | +0.1% | +1.26% | 加碼 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | -0.77% | 減碼 |
| 28 | SAP | Sap Se-sponsored Adr | +0.1% | -0.20% | 減碼 |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | -0.77% | 減碼 |
| 30 | TXN | Texas Instruments Inc | +0.1% | +4.25% | 加碼 |
| 31 | CPRI | Capri Holdings Limited | +0.1% | -2.30% | 減碼 |
| 32 | NOC | Northrop Grumman CORP | +0.1% | -2.31% | 減碼 |
| 33 | LMT | Lockheed Martin CORP | 0% | -11.32% | 減碼 |
| 34 | ABBV | Abbvie Inc | 0% | -0.48% | 減碼 |
| 35 | T | At&t Inc | 0% | -1.84% | 減碼 |
| 36 | MET | Metlife Inc | 0% | -2.24% | 減碼 |
| 37 | CMI | Cummins Inc | 0% | — | 不變 |
| 38 | PH | Parker Hannifin CORP | 0% | — | 不變 |
| 39 | MCD | Mcdonald's CORP | 0% | -8.10% | 減碼 |
| 40 | TMO | Thermo Fisher Scientific Inc | 0% | -0.22% | 減碼 |
| 41 | DHR | Danaher CORP | 0% | +1.04% | 加碼 |
| 42 | ITW | Illinois Tool Works | 0% | -0.16% | 減碼 |
| 43 | NVR | Nvr Inc | 0% | -17.77% | 減碼 |
| 44 | CSCO | Cisco Systems Inc | 0% | -3.79% | 減碼 |
| 45 | PNC | Pnc Financial Services Group | 0% | -1.83% | 減碼 |
| 46 | ADBE | Adobe Inc | 0% | +19.43% | 加碼 |
| 47 | MS | Morgan Stanley | 0% | +2.02% | 加碼 |
| 48 | JPM | Jpmorgan Chase & Co | 0% | +1.83% | 加碼 |
| 49 | COF | Capital One Financial CORP | 0% | -0.13% | 減碼 |
| 50 | CL | Colgate-palmolive Co | 0% | +1.14% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Northern Financial Advisors Inc 在 Q3 2024 季度的美股持倉總市值約為 US$1.5億，共申報了 104 個公開持股部位。
在 Q3 2024 季度，Northern Financial Advisors Inc 按市值排列的前三大核心持股分別為：SPY (8.7%)、DIA (3.9%)、AAPL (3.5%)。其中最大持股部位 SPY 佔據整體投資組合約 8.7% 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
VFC
市值: US$147.9萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$65.2萬
在 Q3 2024 季度中，Northern Financial Advisors Inc 共進行了 97 項持倉異動，包含新建倉 4 個部位、加碼 30 個部位、減碼 60 個部位以及清倉 3 個部位。 其中最大新建倉標的為 VFC。 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。