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: 0001434323
申報總市值
US$10.8億
US$10.8億
197 檔
19.8%
在 Q3 2024 的 13F 官方備案中，Palisade Asset Management, LLC 管理的美股投資組合規模來到 US$10.8億，整體持股檔數為 197 檔。
數據顯示 Palisade Asset Management, LLC 於 Q3 2024 季度持續回收資金，對 33 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, UNH）累計市值佔比達 19.8%，是驅動 Palisade Asset Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 6.01% | -0.35% | -3.87% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.34% | -0.06% | -0.69% | |
| 3 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.74% | +0.90% | -0.79% | |
| 4 | ORCL | Oracle CORP | 股票-科技 | 3.16% | -0.23% | -1.02% | |
| 5 | HD | Home Depot Inc | 股票-循環性消費 | 2.79% | -0.01% | -4.96% | |
| 6 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.63% | -0.40% | -1.66% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.30% | +0.10% | -0.84% | |
| 8 | TGT | Target CORP | 股票-循環性消費 | 2.28% | -0.01% | -0.95% | |
| 9 | AMGN | Amgen Inc | 股票-醫療保健 | 2.27% | -0.17% | -0.46% | |
| 10 | IBM | Intl Business Machines CORP | 股票-科技 | 2.24% | +0.14% | -0.31% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.01% | -0.09% | -2.78% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 1.93% | +0.98% | +0.18% | |
| 13 | ECL | Ecolab Inc | 股票-原物料 | 1.92% | -0.05% | -2.57% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.74% | +0.06% | +0.22% | |
| 15 | ADP | Automatic Data Processing | 股票-科技 | 1.70% | +0.05% | -0.43% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.68% | +0.04% | -1.55% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.66% | -0.17% | -0.31% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.65% | +0.24% | -0.84% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.63% | -0.34% | +1.49% | |
| 20 | DE | Deere & Co | 股票-工業 | 1.57% | +0.06% | -1.75% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.56% | -0.29% | +0.53% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.38% | -0.52% | +2.70% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 1.36% | -0.16% | -2.90% | |
| 24 | MMM | 3m Co | 股票-工業 | 1.32% | +0.02% | -1.94% | |
| 25 | GD | General Dynamics CORP | 股票-工業 | 1.30% | -0.08% | -1.09% | |
| 26 | BLKCHF | Blackrock Inc | 股票-其他 | 1.24% | — | +0.26% | |
| 27 | USB | US Bancorp | 股票-金融 | 1.24% | +0.09% | -1.30% | |
| 28 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.23% | -0.24% | -1.40% | |
| 29 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.23% | +0.06% | -1.63% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 1.23% | +0.08% | -0.30% | |
| 31 | ACN | Accenture plc | 股票-科技 | 1.21% | -0.33% | +0.54% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 1.17% | +0.52% | +0.57% | |
| 33 | BALL | Ball CORP | 股票-循環性消費 | 1.15% | -0.05% | -0.51% | |
| 34 | LHX | L3harris Technologies Inc | 股票-工業 | 1.11% | -0.40% | -0.99% | |
| 35 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.10% | -0.06% | -0.83% | |
| 36 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.08% | -0.30% | -1.49% | |
| 37 | RY | Royal Bank Of Canada | 股票-金融 | 1.07% | +0.21% | -5.01% | |
| 38 | AMT | American Tower CORP | 股票-房地產 | 0.97% | -0.05% | -1.20% | |
| 39 | AFL | Aflac Inc | 股票-金融 | 0.84% | -0.02% | -1.65% | |
| 40 | RTX | Rtx CORP | 股票-工業 | 0.84% | -0.12% | -0.21% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.74% | +0.09% | -0.26% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | -0.19% | -0.36% | |
| 43 | GIS | General Mills Inc | 股票-非循環性消費 | 0.68% | -0.04% | +0.54% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.65% | +0.03% | +0.96% | |
| 45 | DCI | Donaldson Co Inc | 股票-工業 | 0.64% | -0.03% | -3.49% | |
| 46 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.61% | +0.01% | +0.34% | |
| 47 | HRL | Hormel Foods CORP | 股票-非循環性消費 | 0.56% | +0.02% | NEW | |
| 48 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.56% | -0.05% | -1.47% | |
| 49 | DHR | Danaher CORP | 股票-醫療保健 | 0.55% | -0.03% | -4.54% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.50% | -0.06% | +1.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.4% | -0.31% | 減碼 |
| 2 | ORCL | Oracle CORP | +0.4% | -1.02% | 減碼 |
| 3 | UNH | Unitedhealth Group Inc | +0.3% | -0.79% | 減碼 |
| 4 | MMM | 3m Co | +0.3% | -1.94% | 減碼 |
| 5 | AAPL | Apple Inc | +0.2% | -0.69% | 減碼 |
| 6 | MCD | Mcdonald's CORP | +0.2% | +0.53% | 加碼 |
| 7 | HD | Home Depot Inc | +0.2% | -4.96% | 減碼 |
| 8 | ABBV | Abbvie Inc | +0.2% | +0.22% | 加碼 |
| 9 | ADP | Automatic Data Processing | +0.2% | -0.43% | 減碼 |
| 10 | BLKCHF | Blackrock Inc | +0.2% | +0.26% | 加碼 |
| 11 | CSCO | Cisco Systems Inc | +0.1% | +0.18% | 加碼 |
| 12 | AFL | Aflac Inc | +0.1% | -1.65% | 減碼 |
| 13 | ACN | Accenture plc | +0.1% | +0.54% | 加碼 |
| 14 | AMT | American Tower CORP | +0.1% | -1.20% | 減碼 |
| 15 | RTX | Rtx CORP | +0.1% | -0.21% | 減碼 |
| 16 | USB | US Bancorp | +0.1% | -1.30% | 減碼 |
| 17 | APA | Apa CORP | +0.1% | NEW | 新建倉 |
| 18 | JNJ | Johnson & Johnson | +0.1% | -0.31% | 減碼 |
| 19 | BALL | Ball CORP | +0.1% | -0.51% | 減碼 |
| 20 | GIS | General Mills Inc | +0.1% | +0.54% | 加碼 |
| 21 | XEL | Xcel Energy Inc | +0.1% | -1.47% | 減碼 |
| 22 | ABT | Abbott Laboratories | +0.1% | -1.66% | 減碼 |
| 23 | WMT | Walmart Inc | +0.1% | +0.46% | 加碼 |
| 24 | DE | Deere & Co | +0.1% | -1.75% | 減碼 |
| 25 | RY | Royal Bank Of Canada | +0.1% | -5.01% | 減碼 |
| 26 | TRV | Travelers Cos Inc/the | +0.1% | +0.34% | 加碼 |
| 27 | MDT | Medtronic plc | +0.1% | +1.95% | 加碼 |
| 28 | HSY | Hershey Co/the | +0.1% | +21.99% | 加碼 |
| 29 | SO | Southern Co/the | 0% | — | 不變 |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | +7.04% | 加碼 |
| 31 | CAT | Caterpillar Inc | 0% | +0.35% | 加碼 |
| 32 | TECH | Bio-techne CORP | 0% | +2.09% | 加碼 |
| 33 | IWM | Ishares Russell 2000 ETF | 0% | -0.26% | 減碼 |
| 34 | TXN | Texas Instruments Inc | 0% | +0.57% | 加碼 |
| 35 | TSCO | Tractor Supply Company | — | -1.49% | 減碼 |
| 36 | TJX | Tjx Companies Inc | 0% | -1.40% | 減碼 |
| 37 | CL | Colgate-palmolive Co | 0% | -1.63% | 減碼 |
| 38 | V | Visa Inc-class A Shares | 0% | -0.30% | 減碼 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.84% | 減碼 |
| 40 | ECL | Ecolab Inc | 0% | -2.57% | 減碼 |
| 41 | PEP | Pepsico Inc | 0% | +1.49% | 加碼 |
| 42 | TGT | Target CORP | 0% | -0.95% | 減碼 |
| 43 | AMGN | Amgen Inc | -0.1% | -0.46% | 減碼 |
| 44 | CHRW | C.h. Robinson Worldwide Inc | -0.1% | -44.28% | 減碼 |
| 45 | HUBB | Hubbell Inc | -0.1% | -87.50% | 減碼 |
| 46 | INTC | Intel CORP | -0.2% | -1.36% | 減碼 |
| 47 | MCK | Mckesson CORP | -0.2% | -77.78% | 減碼 |
| 48 | PNR | Pentair plc | -0.8% | -87.87% | 減碼 |
| 49 | NVT | nVent Electric plc | -0.8% | -94.31% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.9% | -3.87% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Palisade Asset Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$10.8億，共申報了 197 個公開持股部位。
在 Q3 2024 季度，Palisade Asset Management, LLC 按市值排列的前三大核心持股分別為：MSFT (6.0%)、AAPL (5.3%)、UNH (3.7%)。其中最大持股部位 MSFT 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
APA
市值: US$87.6萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$6632.2萬
在 Q3 2024 季度中，Palisade Asset Management, LLC 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 15 個部位、減碼 33 個部位以及清倉 0 個部位。 其中最大新建倉標的為 APA。
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。