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
441 檔
21.0%
Q4 2024 季度申報顯示，Parsons Capital Management Inc/ri 揭露的美股組合總市值為 US$22.1億，涵蓋 441 個不同之權益投資部位。
在 Q4 2024，Parsons Capital Management Inc/ri 操作展現出積極擴展與加碼意向。本季共新建倉 3 個新部位，並對 35 個既有持股進行加碼（合計增持 38 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, BRK-B）占據了總市值的 21.0%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 441 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 | 10.19% | -0.05% | +19.06% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.50% | -0.56% | +46.47% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.60% | +0.02% | +6.19% | |
| 4 | MMM | 3m Co | 股票-工業 | 3.53% | +0.37% | +0.01% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.44% | -0.17% | +23.66% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.16% | -0.92% | +70.35% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.00% | -0.52% | +64.86% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.90% | +0.50% | +18.89% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.50% | +0.41% | +0.34% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.47% | -0.36% | +0.29% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.34% | +0.14% | -0.97% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.32% | -1.04% | +289.47% | |
| 13 | EMR | Emerson Electric Co | 股票-工業 | 1.18% | -0.70% | +368.65% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.18% | -0.08% | +6.87% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.14% | +0.17% | +8.17% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.11% | +0.03% | +14.13% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.07% | +0.04% | +20.39% | |
| 18 | BX | Blackstone Inc | 股票-金融 | 1.06% | +0.04% | -0.77% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.02% | -0.07% | +18.47% | |
| 20 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.94% | +0.07% | +38.77% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.27% | +16.45% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.89% | +0.09% | -1.00% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.88% | +0.02% | +61.29% | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 0.87% | -0.17% | +183.59% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | +0.04% | +19.90% | |
| 26 | ET | Energy Transfer LP | 股票-能源 | 0.83% | +0.03% | +0.71% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.81% | +0.15% | -4.16% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.80% | +0.12% | -3.23% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 0.79% | +0.62% | -0.56% | |
| 30 | DHR | Danaher CORP | 股票-醫療保健 | 0.78% | -0.14% | +38.35% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | +0.10% | -0.99% | |
| 32 | RTX | Rtx CORP | 股票-工業 | 0.77% | -0.53% | +129.85% | |
| 33 | HON | Honeywell International Inc | 股票-工業 | 0.69% | -0.62% | EXIT | |
| 34 | EPD | Enterprise Products Partners | 股票-能源 | 0.58% | -0.02% | -0.05% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.09% | +59.29% | |
| 36 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.56% | -0.09% | +2.25% | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.55% | -0.12% | +24.74% | |
| 38 | BLK | Blackrock Inc | 股票-金融 | 0.54% | +0.02% | — | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.53% | +0.02% | +27.31% | |
| 40 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.49% | -0.15% | +38.04% | |
| 41 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.48% | -0.12% | -2.30% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | -0.03% | -0.40% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | -0.06% | +66.92% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.46% | +0.07% | -0.85% | |
| 45 | SOLV | Solventum CORP | 股票-醫療保健 | 0.45% | +0.07% | -0.09% | |
| 46 | PFE | Pfizer Inc | 股票-醫療保健 | 0.42% | -0.15% | +118.70% | |
| 47 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.42% | -0.36% | +494.80% | |
| 48 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.42% | -0.03% | +100.24% | |
| 49 | NOC | Northrop Grumman CORP | 股票-工業 | 0.41% | -0.48% | +1316.94% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.41% | +0.05% | +1.25% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +1.3% | +70.35% | 加碼 |
| 2 | EMR | Emerson Electric Co | +0.9% | +368.65% | 加碼 |
| 3 | AAPL | Apple Inc | +0.9% | +19.06% | 加碼 |
| 4 | NEE | Nextera Energy Inc | +0.9% | +289.47% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.8% | +46.47% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.7% | +64.86% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.7% | +23.66% | 加碼 |
| 8 | BLK | Blackrock Inc | +0.5% | NEW | 新建倉 |
| 9 | ROP | Roper Technologies Inc | +0.5% | +183.59% | 加碼 |
| 10 | NOC | Northrop Grumman CORP | +0.4% | +1316.94% | 加碼 |
| 11 | RTX | Rtx CORP | +0.4% | +129.85% | 加碼 |
| 12 | FLTR | Vaneck Ig Floating Rate ETF | +0.4% | NEW | 新建倉 |
| 13 | WEC | Wec Energy Group Inc | +0.3% | +494.80% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.3% | +61.29% | 加碼 |
| 15 | KO | Coca-cola Co/the | +0.3% | +390.26% | 加碼 |
| 16 | DUK | Duke Energy CORP | +0.3% | +885.93% | 加碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.3% | +18.89% | 加碼 |
| 18 | FLOT | Ishares Floating Rate Bond E | +0.3% | +507.97% | 加碼 |
| 19 | SHOP | Shopify Inc - Class A | +0.2% | +1019.11% | 加碼 |
| 20 | EWBC | East West Bancorp Inc | +0.2% | +129.14% | 加碼 |
| 21 | CSCO | Cisco Systems Inc | +0.2% | +59.29% | 加碼 |
| 22 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.2% | +100.24% | 加碼 |
| 23 | BAC | Bank Of America CORP | +0.2% | +66.92% | 加碼 |
| 24 | PFE | Pfizer Inc | +0.2% | +118.70% | 加碼 |
| 25 | V | Visa Inc-class A Shares | +0.1% | +19.90% | 加碼 |
| 26 | PEG | Public Service Enterprise Gp | +0.1% | NEW | 新建倉 |
| 27 | RRC | Range Resources CORP | +0.1% | +149.76% | 加碼 |
| 28 | PNC | Pnc Financial Services Group | +0.1% | +213.48% | 加碼 |
| 29 | TJX | Tjx Companies Inc | +0.1% | +38.04% | 加碼 |
| 30 | DIS | Walt Disney Co/the | +0.1% | +64.77% | 加碼 |
| 31 | AVGO | Broadcom Inc | +0.1% | -4.16% | 減碼 |
| 32 | TSLA | Tesla Inc | +0.1% | -3.23% | 減碼 |
| 33 | MRK | Merck & Co. Inc. | 0% | +38.77% | 加碼 |
| 34 | ET | Energy Transfer LP | 0% | +0.71% | 加碼 |
| 35 | ABT | Abbott Laboratories | 0% | +24.74% | 加碼 |
| 36 | CVX | Chevron CORP | 0% | +16.45% | 加碼 |
| 37 | DHR | Danaher CORP | 0% | +38.35% | 加碼 |
| 38 | BX | Blackstone Inc | 0% | -0.77% | 減碼 |
| 39 | CVS | Cvs Health CORP | -0.1% | EXIT | 清倉 |
| 40 | NKE | Nike Inc -cl B | -0.1% | -46.24% | 減碼 |
| 41 | DVN | Devon Energy CORP | -0.1% | -54.82% | 減碼 |
| 42 | MDLZ | Mondelez International Inc-a | -0.2% | -21.39% | 減碼 |
| 43 | RIO | Rio Tinto Plc-spon Adr | -0.2% | -50.67% | 減碼 |
| 44 | AMD | Advanced Micro Devices | -0.2% | -20.85% | 減碼 |
| 45 | RLMD | Relmada Therapeutics Inc | -0.2% | -83.71% | 減碼 |
| 46 | JNJ | Johnson & Johnson | -0.3% | -0.99% | 減碼 |
| 47 | XOM | Exxon Mobil CORP | -0.4% | +0.29% | 加碼 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +6.19% | 加碼 |
| 49 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清倉 |
| 50 | MMM | 3m Co | -0.8% | +0.01% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Parsons Capital Management Inc/ri 在 Q4 2024 季度的美股持倉總市值約為 US$22.1億，共申報了 441 個公開持股部位。
在 Q4 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 (10.2%)、MSFT (4.5%)、BRK-B (3.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.2% 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$998.7萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$832.3萬
在 Q4 2024 季度中，Parsons Capital Management Inc/ri 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 35 個部位、減碼 10 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BLK。 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。