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
107 檔
18.6%
在 Q4 2024 申報期間，Northern Financial Advisors Inc（CIK: 0001962457）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$1.5億，共持有 107 個公開申報部位。
數據顯示 Northern Financial Advisors Inc 於 Q4 2024 季度持續回收資金，對 79 個既有部位進行裁減並清倉 4 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Northern Financial Advisors Inc 的前 5 大核心持股（包含 SPY, AAPL, DIA 等）合計佔整體申報市值的 18.6%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 8.75% | +0.51% | -6.75% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.73% | +0.12% | -4.51% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 3.69% | -0.03% | -10.99% | |
| 4 | WMT | Walmart Inc | 股票-非循環性消費 | 3.21% | -0.70% | -6.71% | |
| 5 | NFLX | Netflix Inc | 股票-通訊服務 | 3.04% | -1.00% | -6.41% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.94% | +0.37% | -1.87% | |
| 7 | NVR | Nvr Inc | 股票-循環性消費 | 2.93% | -0.10% | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.81% | -0.29% | -3.24% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | +0.05% | -2.01% | |
| 10 | AXP | American Express Co | 股票-金融 | 2.11% | +0.02% | -3.22% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.93% | -0.84% | -3.40% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.90% | +0.10% | -3.55% | |
| 13 | NOW | Servicenow Inc | 股票-科技 | 1.81% | +0.10% | -3.73% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.72% | +0.21% | -2.49% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.71% | +0.20% | +2.08% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.65% | -0.13% | -3.50% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.50% | +0.05% | -9.63% | |
| 18 | CAT | Caterpillar Inc | 股票-工業 | 1.50% | +0.96% | -0.50% | |
| 19 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.26% | +0.05% | -2.71% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.25% | +0.14% | -5.48% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.24% | +0.23% | -19.20% | |
| 22 | HON | Honeywell International Inc | 股票-工業 | 1.23% | -0.98% | EXIT | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.22% | +0.13% | -10.80% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.22% | -0.14% | -3.94% | |
| 25 | VFC | Vf CORP | 股票-循環性消費 | 1.22% | +0.02% | -3.85% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.19% | -0.06% | -14.38% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.16% | -0.01% | -27.19% | |
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 1.16% | +0.16% | -11.80% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.16% | -0.19% | -5.51% | |
| 30 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.14% | -0.26% | -3.19% | |
| 31 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.09% | -0.09% | -6.56% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 1.08% | +0.04% | -0.49% | |
| 33 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.04% | -0.34% | +0.13% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.97% | -0.08% | -9.07% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.97% | -0.05% | +0.51% | |
| 36 | MMM | 3m Co | 股票-工業 | 0.94% | +0.15% | +3.00% | |
| 37 | ETN | Eaton Corporation plc | 股票-工業 | 0.94% | +0.08% | -20.62% | |
| 38 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.93% | +0.07% | +102.94% | |
| 39 | PGR | Progressive CORP | 股票-金融 | 0.92% | — | -0.10% | |
| 40 | RTX | Rtx CORP | 股票-工業 | 0.90% | -0.13% | -7.38% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.44% | -1.13% | |
| 42 | EPD | Enterprise Products Partners | 股票-能源 | 0.81% | -0.23% | -4.67% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.81% | -0.27% | -13.51% | |
| 44 | COF | Capital One Financial CORP | 股票-金融 | 0.76% | — | — | |
| 45 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.75% | — | -12.67% | |
| 46 | GD | General Dynamics CORP | 股票-工業 | 0.72% | -0.05% | -2.10% | |
| 47 | AMGN | Amgen Inc | 股票-醫療保健 | 0.69% | +0.02% | -34.23% | |
| 48 | BLK | Blackrock Inc | 股票-金融 | 0.67% | -0.06% | — | |
| 49 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.62% | -0.01% | -10.10% | |
| 50 | T | At&t Inc | 股票-通訊服務 | 0.61% | -0.27% | -3.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | -1.87% | 減碼 |
| 2 | BLK | Blackrock Inc | +0.7% | NEW | 新建倉 |
| 3 | NFLX | Netflix Inc | +0.6% | -6.41% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.6% | +102.94% | 加碼 |
| 5 | BMY | Bristol-myers Squibb Co | +0.4% | NEW | 新建倉 |
| 6 | NOW | Servicenow Inc | +0.3% | -3.73% | 減碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -2.01% | 減碼 |
| 8 | GILD | Gilead Sciences Inc | +0.3% | NEW | 新建倉 |
| 9 | WMT | Walmart Inc | +0.3% | -6.71% | 減碼 |
| 10 | PFE | Pfizer Inc | +0.3% | NEW | 新建倉 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | NEW | 新建倉 |
| 12 | PPG | Ppg Industries Inc | +0.3% | NEW | 新建倉 |
| 13 | AAPL | Apple Inc | +0.3% | -4.51% | 減碼 |
| 14 | GS | Goldman Sachs Group Inc | +0.3% | -2.49% | 減碼 |
| 15 | AXP | American Express Co | +0.2% | -3.22% | 減碼 |
| 16 | NVDA | Nvidia CORP | +0.2% | -3.55% | 減碼 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +2.08% | 加碼 |
| 18 | CI | THE Cigna Group | +0.2% | NEW | 新建倉 |
| 19 | COF | Capital One Financial CORP | +0.2% | — | 不變 |
| 20 | V | Visa Inc-class A Shares | +0.1% | -9.63% | 減碼 |
| 21 | MS | Morgan Stanley | +0.1% | -1.26% | 減碼 |
| 22 | CSCO | Cisco Systems Inc | +0.1% | -1.13% | 減碼 |
| 23 | CRM | Salesforce Inc | +0.1% | -3.02% | 減碼 |
| 24 | VFC | Vf CORP | +0.1% | -3.85% | 減碼 |
| 25 | TMUS | T-mobile US Inc | +0.1% | -3.19% | 減碼 |
| 26 | TRV | Travelers Cos Inc/the | +0.1% | -2.71% | 減碼 |
| 27 | EPD | Enterprise Products Partners | +0.1% | -4.67% | 減碼 |
| 28 | SAP | Sap Se-sponsored Adr | +0.1% | -6.56% | 減碼 |
| 29 | CMI | Cummins Inc | +0.1% | — | 不變 |
| 30 | SHW | Sherwin-williams Co/the | +0.1% | +17.09% | 加碼 |
| 31 | HON | Honeywell International Inc | +0.1% | -9.82% | 減碼 |
| 32 | COST | Costco Wholesale CORP | 0% | -5.51% | 減碼 |
| 33 | C | Citigroup Inc | 0% | -4.68% | 減碼 |
| 34 | META | Meta Platforms Inc-class A | 0% | -3.94% | 減碼 |
| 35 | PNC | Pnc Financial Services Group | 0% | +0.05% | 加碼 |
| 36 | T | At&t Inc | 0% | -3.77% | 減碼 |
| 37 | BAC | Bank Of America CORP | 0% | -10.00% | 減碼 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -6.75% | 減碼 |
| 39 | MA | Mastercard Inc - A | 0% | -9.07% | 減碼 |
| 40 | MMM | 3m Co | 0% | +3.00% | 加碼 |
| 41 | GOOG | Alphabet Inc-cl C | 0% | -9.97% | 減碼 |
| 42 | DFUS | Dimensional US Eq Mkt ETF | 0% | +0.14% | 加碼 |
| 43 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | +0.27% | 加碼 |
| 44 | PH | Parker Hannifin CORP | 0% | — | 不變 |
| 45 | USB | US Bancorp | 0% | -3.80% | 減碼 |
| 46 | HD | Home Depot Inc | 0% | -0.49% | 減碼 |
| 47 | DE | Deere & Co | 0% | -5.48% | 減碼 |
| 48 | MET | Metlife Inc | 0% | -1.52% | 減碼 |
| 49 | CVX | Chevron CORP | 0% | -0.19% | 減碼 |
| 50 | SU | Suncor Energy Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Northern Financial Advisors Inc 在 Q4 2024 季度的美股持倉總市值約為 US$1.5億，共申報了 107 個公開持股部位。
在 Q4 2024 季度，Northern Financial Advisors Inc 按市值排列的前三大核心持股分別為：SPY (8.8%)、AAPL (3.7%)、DIA (3.7%)。其中最大持股部位 SPY 佔據整體投資組合約 8.8% 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
BLK
市值: US$83.2萬
本季最大獲利了結 / 清倉標的
DOW
前期市值: US$30.8萬
在 Q4 2024 季度中，Northern Financial Advisors Inc 共進行了 103 項持倉異動，包含新建倉 7 個部位、加碼 13 個部位、減碼 79 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 DOW。
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。