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
220 檔
13.2%
在 Q4 2024 申報期間，Patton Albertson Miller Group, LLC（CIK: 0001511037）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$10.0億，共持有 220 個公開申報部位。
Q4 2024 數據顯示 Patton Albertson Miller Group, LLC 積極進場，新開立 4 個部位並同步加碼 26 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Patton Albertson Miller Group, LLC 的前 5 大核心持股（包含 NVDA, AAPL, ITOT 等）合計佔整體申報市值的 13.2%，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 220 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 | 5.12% | -0.33% | -4.20% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.09% | -0.21% | -0.26% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.71% | -0.15% | -1.96% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.68% | -0.22% | +83.54% | |
| 5 | CVLG | Covenant Logistics Group Inc | 股票-其他 | 2.10% | +0.70% | — | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.96% | -0.01% | +2.98% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.71% | -0.22% | -0.65% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.70% | +0.42% | +26.45% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.66% | -0.12% | +3.25% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.60% | -0.34% | +2.95% | |
| 11 | PWR | Quanta Services Inc | 股票-工業 | 1.55% | -0.01% | -1.33% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.52% | — | +4.41% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.48% | -0.17% | -37.91% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.44% | +0.25% | +95.07% | |
| 15 | URI | United Rentals Inc | 股票-工業 | 1.40% | +0.29% | +0.56% | |
| 16 | MCK | Mckesson CORP | 股票-醫療保健 | 1.36% | -0.34% | +2.21% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | +0.33% | -0.05% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.33% | -0.33% | -0.06% | |
| 19 | KLAC | Kla CORP | 股票-科技 | 1.31% | +1.30% | +5.96% | |
| 20 | FISV | Fiserv Inc | 股票-其他 | 1.30% | -0.09% | +0.08% | |
| 21 | DHR | Danaher CORP | 股票-醫療保健 | 1.30% | -0.13% | +3.58% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.27% | -0.06% | +0.05% | |
| 23 | WAB | Wabtec CORP | 股票-工業 | 1.22% | -0.12% | +0.81% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.20% | -0.04% | -0.41% | |
| 25 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.20% | -0.10% | +0.41% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.16% | +0.21% | +0.67% | |
| 27 | CMI | Cummins Inc | 股票-工業 | 1.14% | +0.08% | +0.51% | |
| 28 | PHM | Pultegroup Inc | 股票-循環性消費 | 1.11% | -0.03% | +2.18% | |
| 29 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.11% | -0.13% | -3.42% | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 1.09% | -0.10% | +0.20% | |
| 31 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.05% | -0.16% | +2.35% | |
| 32 | SYK | Stryker CORP | 股票-醫療保健 | 1.01% | -0.12% | +1.54% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.01% | -0.11% | +3.59% | |
| 34 | ALL | Allstate CORP | 股票-金融 | 1.00% | -0.03% | +0.03% | |
| 35 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.99% | -0.07% | +1.94% | |
| 36 | IQLT | Ishares Msci International Q | ETF-其他 | 0.99% | -0.09% | -3.05% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.98% | -0.33% | +3.21% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.95% | -0.14% | -1.45% | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.95% | -0.08% | -0.60% | |
| 40 | ROP | Roper Technologies Inc | 股票-科技 | 0.95% | -0.15% | +7.18% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.95% | -0.05% | +7.84% | |
| 42 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.94% | -0.11% | +2.69% | |
| 43 | VLO | Valero Energy CORP | 股票-能源 | 0.90% | -0.21% | +5.96% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.89% | -0.02% | +1.71% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.87% | -0.05% | +6.09% | |
| 46 | TGT | Target CORP | 股票-循環性消費 | 0.84% | -0.03% | +0.88% | |
| 47 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.84% | -0.02% | -9.10% | |
| 48 | HPQ | Hp Inc | 股票-科技 | 0.82% | -0.01% | +5.00% | |
| 49 | INCY | Incyte CORP | 股票-醫療保健 | 0.81% | +0.01% | +10.90% | |
| 50 | ADBE | Adobe Inc | 股票-科技 | 0.79% | -0.05% | +5.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.2% | +83.54% | 加碼 |
| 2 | IVW | Ishares S&p 500 Growth ETF | +0.7% | +95.07% | 加碼 |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.6% | NEW | 新建倉 |
| 4 | AMAT | Applied Materials Inc | +0.6% | +580.25% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.5% | +2.98% | 加碼 |
| 6 | IYW | Ishares Ustechnology ETF | +0.4% | +26.45% | 加碼 |
| 7 | TCAF | T Rowe Prc Cap Appreciation | +0.4% | +448.49% | 加碼 |
| 8 | IEMG | Ishares Core Msci Emerging | +0.3% | NEW | 新建倉 |
| 9 | APTV | Aptiv PLC | +0.3% | NEW | 新建倉 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +487.19% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +3.25% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +4.41% | 加碼 |
| 13 | AAPL | Apple Inc | +0.2% | -0.26% | 減碼 |
| 14 | NVDA | Nvidia CORP | +0.2% | -4.20% | 減碼 |
| 15 | MCK | Mckesson CORP | +0.2% | +2.21% | 加碼 |
| 16 | GS | Goldman Sachs Group Inc | +0.2% | +0.05% | 加碼 |
| 17 | DIS | Walt Disney Co/the | +0.2% | +7.80% | 加碼 |
| 18 | FISV | Fiserv Inc | +0.1% | +0.08% | 加碼 |
| 19 | AMP | Ameriprise Financial Inc | +0.1% | +0.41% | 加碼 |
| 20 | WMT | Walmart Inc | +0.1% | -0.06% | 減碼 |
| 21 | DRI | Darden Restaurants Inc | +0.1% | +1.94% | 加碼 |
| 22 | CSCO | Cisco Systems Inc | +0.1% | -0.05% | 減碼 |
| 23 | INCY | Incyte CORP | +0.1% | +10.90% | 加碼 |
| 24 | IGEB | Ishares Investment Grade Sys | +0.1% | +114.74% | 加碼 |
| 25 | AMZN | Amazon.com Inc | +0.1% | +2.71% | 加碼 |
| 26 | BAC | Bank Of America CORP | +0.1% | +1.71% | 加碼 |
| 27 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | NEW | 新建倉 |
| 28 | CMI | Cummins Inc | +0.1% | +0.51% | 加碼 |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不變 |
| 30 | JNJ | Johnson & Johnson | -0.1% | -3.14% | 減碼 |
| 31 | MUB | Ishares National Muni Bond E | -0.1% | -15.21% | 減碼 |
| 32 | TIP | Ishares Tips Bond ETF | -0.1% | -31.01% | 減碼 |
| 33 | LKQ | Lkq CORP | -0.1% | -10.62% | 減碼 |
| 34 | TGT | Target CORP | -0.1% | +0.88% | 加碼 |
| 35 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | EXIT | 清倉 |
| 36 | IFRA | Ishares US Infrastructure | -0.2% | -22.44% | 減碼 |
| 37 | TMO | Thermo Fisher Scientific Inc | -0.2% | +3.59% | 加碼 |
| 38 | IQLT | Ishares Msci International Q | -0.2% | -3.05% | 減碼 |
| 39 | KO | Coca-cola Co/the | -0.2% | -1.45% | 減碼 |
| 40 | URI | United Rentals Inc | -0.2% | +0.56% | 加碼 |
| 41 | DHR | Danaher CORP | -0.2% | +3.58% | 加碼 |
| 42 | KLAC | Kla CORP | -0.2% | +5.96% | 加碼 |
| 43 | MTCH | Match Group Inc | -0.3% | -18.84% | 減碼 |
| 44 | SMCIUSD | Super Micro Computer Inc | -0.3% | EXIT | 清倉 |
| 45 | BG | Bunge Global SA | -0.3% | -27.37% | 減碼 |
| 46 | PHM | Pultegroup Inc | -0.4% | +2.18% | 加碼 |
| 47 | APTV | Aptiv PLC | -0.5% | EXIT | 清倉 |
| 48 | CE | Celanese CORP | -0.5% | -40.96% | 減碼 |
| 49 | CVS | Cvs Health CORP | -0.7% | -81.34% | 減碼 |
| 50 | MOAT | Vaneck Morningstar Wide Moat | -1.1% | -37.91% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Patton Albertson Miller Group, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$10.0億，共申報了 220 個公開持股部位。
在 Q4 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 (5.1%)、AAPL (4.1%)、ITOT (3.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.1% 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
DYNF
市值: US$448.2萬
本季最大獲利了結 / 清倉標的
APTV
前期市值: US$370.9萬
在 Q4 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 26 個部位、減碼 16 個部位以及清倉 3 個部位。 其中最大新建倉標的為 DYNF。 本季清倉部位包含 APTV。
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。