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: 0001511037
申報總市值
US$10.0億
US$10.0億
218 檔
12.6%
Q3 2024 季度申報顯示，Patton Albertson Miller Group, LLC 揭露的美股組合總市值為 US$10.0億，涵蓋 218 個不同之權益投資部位。
Patton Albertson Miller Group, LLC 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 30 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Patton Albertson Miller Group, LLC 的前 5 大持股（包含 NVDA, AAPL, ITOT）貢獻了組合市值的 12.6%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 218 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 | NVDA | Nvidia CORP | 股票-科技 | 4.92% | -0.33% | -8.52% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.88% | -0.21% | -3.07% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.77% | -0.15% | -1.58% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.54% | -0.17% | -4.02% | |
| 5 | CVLG | Covenant Logistics Group Inc | 股票-其他 | 2.07% | +0.70% | — | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.72% | -0.22% | -5.44% | |
| 7 | URI | United Rentals Inc | 股票-工業 | 1.63% | +0.29% | -8.37% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | -0.34% | -0.51% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 1.55% | +1.30% | -4.73% | |
| 10 | DHR | Danaher CORP | 股票-醫療保健 | 1.54% | -0.13% | -1.18% | |
| 11 | PWR | Quanta Services Inc | 股票-工業 | 1.51% | -0.01% | -6.23% | |
| 12 | PHM | Pultegroup Inc | 股票-循環性消費 | 1.46% | -0.03% | -7.92% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.46% | -0.22% | +1.86% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.44% | -0.01% | +923.40% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | -0.12% | -2.21% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.30% | +0.42% | +18.61% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.30% | — | -2.04% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.23% | +0.33% | +2.21% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.21% | -0.13% | +1.79% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 1.21% | -0.33% | -5.29% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.20% | -0.04% | -0.95% | |
| 22 | WAB | Wabtec CORP | 股票-工業 | 1.18% | -0.12% | -4.90% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.17% | -0.11% | -3.32% | |
| 24 | MCK | Mckesson CORP | 股票-醫療保健 | 1.17% | -0.34% | -4.89% | |
| 25 | IQLT | Ishares Msci International Q | ETF-其他 | 1.16% | -0.09% | -8.95% | |
| 26 | FISV | Fiserv Inc | 股票-其他 | 1.16% | -0.09% | -5.55% | |
| 27 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.14% | -0.16% | -5.95% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.14% | -0.14% | -5.84% | |
| 29 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.12% | -0.06% | -5.94% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.11% | +0.21% | -0.71% | |
| 31 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.07% | -0.10% | -6.93% | |
| 32 | CMI | Cummins Inc | 股票-工業 | 1.07% | +0.08% | -5.16% | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 1.04% | -0.10% | -4.09% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 1.02% | -0.08% | -0.25% | |
| 35 | SYK | Stryker CORP | 股票-醫療保健 | 1.01% | -0.12% | -2.20% | |
| 36 | ALL | Allstate CORP | 股票-金融 | 1.00% | -0.03% | -0.74% | |
| 37 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.99% | -0.11% | +0.08% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.98% | -0.33% | -0.75% | |
| 39 | TGT | Target CORP | 股票-循環性消費 | 0.98% | -0.03% | -2.44% | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.97% | -0.05% | +1.42% | |
| 41 | ROP | Roper Technologies Inc | 股票-科技 | 0.96% | -0.15% | -2.38% | |
| 42 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.95% | -0.05% | +0.61% | |
| 43 | VLO | Valero Energy CORP | 股票-能源 | 0.95% | -0.21% | +3.00% | |
| 44 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.91% | -0.02% | -13.25% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.89% | -0.05% | -5.77% | |
| 46 | MTCH | Match Group Inc | 股票-通訊服務 | 0.88% | +0.02% | +1.19% | |
| 47 | HPQ | Hp Inc | 股票-科技 | 0.88% | -0.01% | -4.53% | |
| 48 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.87% | -0.07% | -3.69% | |
| 49 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.85% | -0.09% | +0.64% | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.85% | +0.02% | -4.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SMCIUSD | Super Micro Computer Inc | +0.3% | NEW | 新建倉 |
| 2 | PHM | Pultegroup Inc | +0.2% | -7.92% | 減碼 |
| 3 | IBM | Intl Business Machines CORP | +0.2% | +4.30% | 加碼 |
| 4 | IYW | Ishares Ustechnology ETF | +0.2% | +18.61% | 加碼 |
| 5 | URI | United Rentals Inc | +0.2% | -8.37% | 減碼 |
| 6 | MTCH | Match Group Inc | +0.2% | +1.19% | 加碼 |
| 7 | GPN | Global Payments Inc | +0.2% | NEW | 新建倉 |
| 8 | PEG | Public Service Enterprise Gp | +0.1% | +0.08% | 加碼 |
| 9 | ALL | Allstate CORP | +0.1% | -0.74% | 減碼 |
| 10 | HD | Home Depot Inc | +0.1% | -0.25% | 減碼 |
| 11 | CSCO | Cisco Systems Inc | +0.1% | +2.21% | 加碼 |
| 12 | LOW | Lowe's Cos Inc | +0.1% | -5.95% | 減碼 |
| 13 | AAPL | Apple Inc | +0.1% | -3.07% | 減碼 |
| 14 | FISV | Fiserv Inc | +0.1% | -5.55% | 減碼 |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +16.24% | 加碼 |
| 16 | IGEB | Ishares Investment Grade Sys | +0.1% | NEW | 新建倉 |
| 17 | WMT | Walmart Inc | +0.1% | -5.29% | 減碼 |
| 18 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | NEW | 新建倉 |
| 19 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +122.08% | 加碼 |
| 20 | PWR | Quanta Services Inc | +0.1% | -6.23% | 減碼 |
| 21 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | -4.02% | 減碼 |
| 22 | DHR | Danaher CORP | +0.1% | -1.18% | 減碼 |
| 23 | AVGO | Broadcom Inc | +0.1% | +923.40% | 加碼 |
| 24 | CMI | Cummins Inc | +0.1% | -5.16% | 減碼 |
| 25 | UNP | Union Pacific CORP | +0.1% | +1.42% | 加碼 |
| 26 | CVLG | Covenant Logistics Group Inc | +0.1% | — | 不變 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | -5.44% | 減碼 |
| 28 | WAB | Wabtec CORP | +0.1% | -4.90% | 減碼 |
| 29 | ABBV | Abbvie Inc | +0.1% | -0.55% | 減碼 |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +1.86% | 加碼 |
| 31 | TMO | Thermo Fisher Scientific Inc | 0% | -3.32% | 減碼 |
| 32 | AOA | Ishares Core 80/20 Aggressiv | 0% | +1.79% | 加碼 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.27% | 加碼 |
| 34 | MA | Mastercard Inc - A | 0% | -4.09% | 減碼 |
| 35 | KO | Coca-cola Co/the | 0% | -5.84% | 減碼 |
| 36 | ITOT | Ishares Core S&p Total U.s. | 0% | -1.58% | 減碼 |
| 37 | IYE | Ishares U.s. Energy ETF | -0.1% | EXIT | 清倉 |
| 38 | GOOG | Alphabet Inc-cl C | -0.1% | -0.94% | 減碼 |
| 39 | BG | Bunge Global SA | -0.1% | +0.33% | 加碼 |
| 40 | LKQ | Lkq CORP | -0.1% | -8.01% | 減碼 |
| 41 | CVX | Chevron CORP | -0.1% | -0.75% | 減碼 |
| 42 | MRK | Merck & Co. Inc. | -0.1% | +0.61% | 加碼 |
| 43 | MSFT | Microsoft CORP | -0.1% | -0.51% | 減碼 |
| 44 | ADBE | Adobe Inc | -0.2% | -5.77% | 減碼 |
| 45 | VLO | Valero Energy CORP | -0.2% | +3.00% | 加碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.2% | -2.04% | 減碼 |
| 47 | KLAC | Kla CORP | -0.3% | -4.73% | 減碼 |
| 48 | MCK | Mckesson CORP | -0.4% | -4.89% | 減碼 |
| 49 | INTC | Intel CORP | -0.5% | EXIT | 清倉 |
| 50 | NVDA | Nvidia CORP | -0.8% | -8.52% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Patton Albertson Miller Group, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$10.0億，共申報了 218 個公開持股部位。
在 Q3 2024 季度，Patton Albertson Miller Group, LLC 按市值排列的前三大核心持股分別為：NVDA (4.9%)、AAPL (3.9%)、ITOT (3.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.9% 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
SMCIUSD
市值: US$212.5萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$322.4萬
在 Q3 2024 季度中，Patton Albertson Miller Group, LLC 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 15 個部位、減碼 28 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SMCIUSD。 本季清倉部位包含 INTC。
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。