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: 0001018674
申報總市值
US$22.1億
US$22.1億
438 檔
14.6%
根據最新整理的 13F 季度數據集，Parsons Capital Management Inc/ri 於 Q1 2024 結束時的管理資產規模為 US$22.1億。該機構在本季度申報了 438 檔美股持倉，呈現出該時期的主要投資地圖。
Q1 2024 的申報記錄反映 Parsons Capital Management Inc/ri 的板塊替換策略：機構本季推動了 23 筆增持與 26 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, BRK-B, MSFT）占據了總市值的 14.6%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 438 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 | 7.65% | -0.05% | -16.01% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.03% | +0.02% | +0.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.93% | -0.56% | -1.36% | |
| 4 | MMM | 3m Co | 股票-工業 | 3.66% | +0.37% | -0.15% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.89% | -0.17% | -2.57% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | -0.92% | -0.67% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.96% | -0.36% | +0.63% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.62% | +0.50% | -0.34% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.55% | +0.41% | +3.72% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.54% | +0.17% | +1.10% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.49% | +0.14% | +0.07% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.24% | -0.07% | -15.40% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.23% | +0.03% | -0.41% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.17% | +0.10% | -1.31% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.16% | +0.04% | -0.85% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.14% | +0.07% | +0.00% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.11% | +0.09% | -1.08% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.08% | -0.27% | +21.70% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.08% | -0.08% | +11.82% | |
| 20 | BX | Blackstone Inc | 股票-金融 | 1.02% | +0.04% | -0.06% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.00% | +0.12% | -0.37% | |
| 22 | CAT | Caterpillar Inc | 股票-工業 | 1.00% | +0.62% | +1.33% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | -0.52% | -19.73% | |
| 24 | HON | Honeywell International Inc | 股票-工業 | 0.80% | -0.62% | EXIT | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 0.80% | -0.14% | +1.39% | |
| 26 | ET | Energy Transfer LP | 股票-能源 | 0.80% | +0.03% | — | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.04% | +0.36% | |
| 28 | BLKCHF | Blackrock Inc | 股票-其他 | 0.68% | — | -1.67% | |
| 29 | EPD | Enterprise Products Partners | 股票-能源 | 0.68% | -0.02% | -0.17% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.63% | +0.07% | +1.96% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | +0.15% | -1.86% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.61% | +0.02% | -2.37% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.60% | -0.12% | -3.05% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | +0.02% | -1.83% | |
| 35 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.52% | -0.12% | -3.11% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.51% | -0.06% | -0.14% | |
| 37 | GGG | Graco Inc | 股票-工業 | 0.50% | -0.05% | — | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.48% | +0.09% | -1.92% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | -0.03% | +4.67% | |
| 40 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | +0.05% | -1.00% | |
| 41 | AMT | American Tower CORP | 股票-房地產 | 0.46% | -0.01% | +0.62% | |
| 42 | XLE | Ss Energy Select Sector | ETF-其他 | 0.45% | -0.04% | +2.52% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.45% | +0.02% | -1.27% | |
| 44 | DVN | Devon Energy CORP | 股票-能源 | 0.45% | — | -10.14% | |
| 45 | COP | Conocophillips | 股票-能源 | 0.44% | -0.04% | -0.59% | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.43% | +0.02% | -0.85% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.43% | -0.02% | -51.43% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.42% | +0.16% | -6.87% | |
| 49 | ROP | Roper Technologies Inc | 股票-科技 | 0.41% | -0.17% | +1.32% | |
| 50 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.41% | -0.02% | +1.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +0.34% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +0.4% | +1.10% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.3% | -2.57% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.3% | -19.73% | 減碼 |
| 5 | ORCL | Oracle CORP | +0.2% | +11.82% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.2% | -1.36% | 減碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.67% | 減碼 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | +0.63% | 加碼 |
| 9 | CVX | Chevron CORP | +0.2% | +21.70% | 加碼 |
| 10 | CAT | Caterpillar Inc | +0.2% | +1.33% | 加碼 |
| 11 | IBM | Intl Business Machines CORP | +0.2% | +0.07% | 加碼 |
| 12 | MRK | Merck & Co. Inc. | +0.2% | +0.00% | 加碼 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.72% | 加碼 |
| 14 | CPNG | Coupang Inc | +0.1% | NEW | 新建倉 |
| 15 | ABBV | Abbvie Inc | +0.1% | -0.85% | 減碼 |
| 16 | O | Realty Income CORP | +0.1% | +79.48% | 加碼 |
| 17 | PGR | Progressive CORP | +0.1% | -1.27% | 減碼 |
| 18 | SCHW | Schwab (charles) CORP | +0.1% | NEW | 新建倉 |
| 19 | HD | Home Depot Inc | +0.1% | -0.41% | 減碼 |
| 20 | ET | Energy Transfer LP | +0.1% | — | 不變 |
| 21 | AVGO | Broadcom Inc | +0.1% | -1.86% | 減碼 |
| 22 | WSM | Williams-sonoma Inc | +0.1% | +4.73% | 加碼 |
| 23 | AMD | Advanced Micro Devices | +0.1% | +3.42% | 加碼 |
| 24 | PH | Parker Hannifin CORP | +0.1% | +25.90% | 加碼 |
| 25 | PG | Procter & Gamble Co/the | +0.1% | -1.08% | 減碼 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +14.47% | 加碼 |
| 27 | SILJ | Amplify Junior Silver Miners | +0.1% | NEW | 新建倉 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.34% | 減碼 |
| 29 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.37% | 減碼 |
| 30 | COST | Costco Wholesale CORP | +0.1% | +4.67% | 加碼 |
| 31 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +9.69% | 加碼 |
| 32 | CSL | Carlisle Cos Inc | +0.1% | +5.88% | 加碼 |
| 33 | DHR | Danaher CORP | 0% | +1.39% | 加碼 |
| 34 | XLE | Ss Energy Select Sector | 0% | +2.52% | 加碼 |
| 35 | RSP | Invesco S&p 500 Equal Weight | 0% | +10.34% | 加碼 |
| 36 | EPD | Enterprise Products Partners | 0% | -0.17% | 減碼 |
| 37 | ✓ | ETF Managers Tr | -0.1% | EXIT | 清倉 |
| 38 | DE | Deere & Co | -0.1% | -24.05% | 減碼 |
| 39 | BIP | Brookfield Infrastructure Partners L.P. | -0.1% | EXIT | 清倉 |
| 40 | NKE | Nike Inc -cl B | -0.1% | -3.20% | 減碼 |
| 41 | CVS | Cvs Health CORP | -0.1% | -30.83% | 減碼 |
| 42 | BMY | Bristol-myers Squibb Co | -0.1% | -20.49% | 減碼 |
| 43 | KO | Coca-cola Co/the | -0.1% | -48.83% | 減碼 |
| 44 | INTC | Intel CORP | -0.1% | -6.87% | 減碼 |
| 45 | TSLA | Tesla Inc | -0.1% | -7.59% | 減碼 |
| 46 | MCD | Mcdonald's CORP | -0.2% | -19.78% | 減碼 |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.2% | -15.40% | 減碼 |
| 48 | MMM | 3m Co | -0.3% | -0.15% | 減碼 |
| 49 | CMCSA | Comcast Corp-class A | -0.5% | -51.43% | 減碼 |
| 50 | AAPL | Apple Inc | -3% | -16.01% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Parsons Capital Management Inc/ri 在 Q1 2024 季度的美股持倉總市值約為 US$22.1億，共申報了 438 個公開持股部位。
在 Q1 2024 季度，Parsons Capital Management Inc/ri 按市值排列的前三大核心持股分別為：AAPL (7.7%)、BRK-B (4.0%)、MSFT (3.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.7% 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
CPNG
市值: US$198.4萬
本季最大獲利了結 / 清倉標的
BIP
前期市值: US$106.3萬
在 Q1 2024 季度中，Parsons Capital Management Inc/ri 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 20 個部位、減碼 24 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CPNG。 本季清倉部位包含 BIP。
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。