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
445 檔
17.2%
在 Q3 2024 的 13F 官方備案中，Parsons Capital Management Inc/ri 管理的美股投資組合規模來到 US$22.1億，整體持股檔數為 445 檔。
數據顯示 Parsons Capital Management Inc/ri 於 Q3 2024 季度持續回收資金，對 32 個既有部位進行裁減並清倉 1 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，Parsons Capital Management Inc/ri 的前 5 大核心持股（包含 AAPL, MMM, BRK-B 等）合計佔整體申報市值的 17.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 445 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 | 9.30% | -0.05% | -1.81% | |
| 2 | MMM | 3m Co | 股票-工業 | 4.36% | +0.37% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.01% | +0.02% | -0.58% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.66% | -0.56% | -1.09% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.75% | -0.17% | +0.14% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.91% | -0.92% | -0.22% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.86% | -0.36% | +1.52% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.71% | +0.41% | +5.78% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.63% | +0.50% | -0.55% | |
| 10 | IBM | Intl Business Machines CORP | 股票-科技 | 1.59% | +0.14% | -0.47% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.42% | +0.17% | -4.62% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.31% | -0.08% | -1.00% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | -0.52% | +3.81% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.20% | -0.07% | +0.25% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.18% | +0.03% | -1.16% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.16% | +0.04% | -0.31% | |
| 17 | BX | Blackstone Inc | 股票-金融 | 1.10% | +0.04% | -0.10% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.08% | +0.09% | -0.95% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.03% | +0.10% | -1.93% | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 1.00% | +0.62% | +0.02% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.94% | +0.12% | -7.61% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.91% | -0.27% | -0.62% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.90% | +0.07% | -0.31% | |
| 24 | DHR | Danaher CORP | 股票-醫療保健 | 0.80% | -0.14% | -1.46% | |
| 25 | ET | Energy Transfer LP | 股票-能源 | 0.79% | +0.03% | +1.58% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.73% | +0.15% | +887.18% | |
| 27 | HON | Honeywell International Inc | 股票-工業 | 0.73% | -0.62% | EXIT | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | +0.04% | +0.42% | |
| 29 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.63% | -0.09% | +15.38% | |
| 30 | EPD | Enterprise Products Partners | 股票-能源 | 0.63% | -0.02% | +0.12% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | +0.07% | -0.51% | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.57% | -0.12% | +1.32% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | +0.02% | -2.12% | |
| 34 | SOLV | Solventum CORP | 股票-醫療保健 | 0.55% | +0.07% | -0.05% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.55% | +0.02% | -0.90% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | -0.03% | +0.34% | |
| 37 | BLKCHF | Blackrock Inc | 股票-其他 | 0.53% | — | -0.57% | |
| 38 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.52% | -0.12% | -3.68% | |
| 39 | AMT | American Tower CORP | 股票-房地產 | 0.50% | -0.01% | -0.41% | |
| 40 | PGR | Progressive CORP | 股票-金融 | 0.50% | +0.02% | -0.52% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.48% | +0.05% | +15.44% | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.46% | -1.04% | -1.14% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.46% | -0.06% | -2.44% | |
| 44 | AMGN | Amgen Inc | 股票-醫療保健 | 0.44% | +0.02% | -1.30% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.44% | +0.05% | -2.70% | |
| 46 | GGG | Graco Inc | 股票-工業 | 0.42% | -0.05% | — | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.41% | +0.05% | +5.12% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.41% | +0.13% | -0.47% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.41% | -0.53% | -1.90% | |
| 50 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.40% | -0.15% | -1.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MMM | 3m Co | +0.9% | — | 不變 |
| 2 | IBM | Intl Business Machines CORP | +0.3% | -0.47% | 減碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.58% | 減碼 |
| 4 | BX | Blackstone Inc | +0.1% | -0.10% | 減碼 |
| 5 | ORCL | Oracle CORP | +0.1% | -1.00% | 減碼 |
| 6 | AAPL | Apple Inc | +0.1% | -1.81% | 減碼 |
| 7 | SOLV | Solventum CORP | +0.1% | -0.05% | 減碼 |
| 8 | HD | Home Depot Inc | +0.1% | -1.16% | 減碼 |
| 9 | ABBV | Abbvie Inc | +0.1% | -0.31% | 減碼 |
| 10 | CAT | Caterpillar Inc | +0.1% | +0.02% | 加碼 |
| 11 | RRC | Range Resources CORP | +0.1% | NEW | 新建倉 |
| 12 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +15.38% | 加碼 |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +15.44% | 加碼 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.78% | 加碼 |
| 15 | PGR | Progressive CORP | +0.1% | -0.52% | 減碼 |
| 16 | BLKCHF | Blackrock Inc | +0.1% | -0.57% | 減碼 |
| 17 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +20.17% | 加碼 |
| 18 | CLPT | Clearpoint Neuro Inc | +0.1% | +31.26% | 加碼 |
| 19 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.25% | 加碼 |
| 20 | AMT | American Tower CORP | +0.1% | -0.41% | 減碼 |
| 21 | CARR | Carrier Global CORP | +0.1% | -1.29% | 減碼 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | -1.33% | 減碼 |
| 23 | FTNT | Fortinet Inc | +0.1% | -1.80% | 減碼 |
| 24 | DGRO | Ishares Core Dividend Growth | +0.1% | +12.65% | 加碼 |
| 25 | PH | Parker Hannifin CORP | +0.1% | +5.19% | 加碼 |
| 26 | VV | Vanguard Large-cap ETF | +0.1% | +29.79% | 加碼 |
| 27 | NEE | Nextera Energy Inc | 0% | -1.14% | 減碼 |
| 28 | RTX | Rtx CORP | 0% | -1.90% | 減碼 |
| 29 | AFL | Aflac Inc | 0% | -0.42% | 減碼 |
| 30 | LOW | Lowe's Cos Inc | 0% | -0.91% | 減碼 |
| 31 | GLD | Spdr Gold Shares | 0% | +1.32% | 加碼 |
| 32 | ADP | Automatic Data Processing | 0% | -0.23% | 減碼 |
| 33 | CMI | Cummins Inc | 0% | +0.94% | 加碼 |
| 34 | MCD | Mcdonald's CORP | 0% | -0.84% | 減碼 |
| 35 | DHR | Danaher CORP | 0% | -1.46% | 減碼 |
| 36 | ACN | Accenture plc | 0% | -2.44% | 減碼 |
| 37 | VO | Vanguard Mid-cap ETF | 0% | +5.12% | 加碼 |
| 38 | JNJ | Johnson & Johnson | 0% | -1.93% | 減碼 |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | -0.22% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.1% | +1.52% | 加碼 |
| 41 | SCHW | Schwab (charles) CORP | -0.1% | EXIT | 清倉 |
| 42 | GOOG | Alphabet Inc-cl C | -0.1% | -2.12% | 減碼 |
| 43 | DVN | Devon Energy CORP | -0.1% | -22.66% | 減碼 |
| 44 | CVX | Chevron CORP | -0.1% | -0.62% | 減碼 |
| 45 | MRK | Merck & Co. Inc. | -0.2% | -0.31% | 減碼 |
| 46 | INTC | Intel CORP | -0.2% | -64.14% | 減碼 |
| 47 | LLY | Eli Lilly & Co | -0.2% | -4.62% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.55% | 減碼 |
| 49 | AMZN | Amazon.com Inc | -0.3% | +0.14% | 加碼 |
| 50 | MSFT | Microsoft CORP | -0.5% | -1.09% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Parsons Capital Management Inc/ri 在 Q3 2024 季度的美股持倉總市值約為 US$22.1億，共申報了 445 個公開持股部位。
在 Q3 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 (9.3%)、MMM (4.4%)、BRK-B (4.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.3% 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
RRC
市值: US$128.9萬
本季最大獲利了結 / 清倉標的
SCHW
前期市值: US$130.6萬
在 Q3 2024 季度中，Parsons Capital Management Inc/ri 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 32 個部位以及清倉 1 個部位。 其中最大新建倉標的為 RRC。 本季清倉部位包含 SCHW。
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。