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: 0001394866
申報總市值
US$14.6億
US$14.6億
314 檔
16.8%
在 Q3 2024 的 13F 官方備案中，Penobscot Investment Management Company, Inc. 管理的美股投資組合規模來到 US$14.6億，整體持股檔數為 314 檔。
Penobscot Investment Management Company, Inc. 於 Q3 2024 展現出進攻型調倉步調，本季推動了 0 檔股票的新建倉與 34 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, NVDA）累計市值佔比達 16.8%，是驅動 Penobscot Investment Management Company, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 314 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 | 6.42% | -0.03% | -0.62% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.21% | -0.39% | +0.15% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.83% | +0.03% | +0.20% | |
| 4 | AVGO | Broadcom Inc. | 股票-科技 | 2.96% | — | +904.02% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.55% | -0.10% | +0.79% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.07% | +0.31% | +0.95% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.82% | -0.04% | -0.05% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.79% | -0.24% | +0.60% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.78% | +0.18% | +0.48% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.76% | -0.34% | +1.09% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.70% | +0.04% | +4.48% | |
| 12 | DHR | Danaher CORP | 股票-醫療保健 | 1.70% | -0.14% | -1.54% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.69% | -0.19% | +0.01% | |
| 14 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.66% | -0.07% | +1.39% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.57% | -0.26% | -2.48% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.54% | +0.08% | +1.41% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.48% | +0.17% | +1.00% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.37% | +0.04% | +1.06% | |
| 19 | SYK | Stryker CORP | 股票-醫療保健 | 1.35% | -0.20% | -0.68% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.24% | -0.09% | +0.04% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 1.19% | -0.06% | -0.78% | |
| 22 | ICE | Intercontinental Exchange In | 股票-金融 | 1.17% | -0.31% | -0.81% | |
| 23 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.07% | -0.25% | +1.75% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.06% | -0.09% | -2.64% | |
| 25 | ACN | Accenture plc | 股票-科技 | 1.02% | -0.12% | -4.99% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.98% | -0.10% | -5.19% | |
| 27 | PWR | Quanta Services Inc | 股票-工業 | 0.95% | +0.10% | +0.87% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | +0.07% | +0.20% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.91% | -0.12% | -1.84% | |
| 30 | APH | Amphenol Corp-cl A | 股票-科技 | 0.88% | +0.42% | +2.11% | |
| 31 | SPGI | S&p Global Inc | 股票-金融 | 0.88% | -0.16% | +3.54% | |
| 32 | CTAS | Cintas CORP | 股票-工業 | 0.82% | -0.10% | +307.74% | |
| 33 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.78% | -0.02% | +0.50% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.78% | -0.06% | -2.53% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 0.78% | -0.03% | +3.76% | |
| 36 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.75% | +0.49% | -1.56% | |
| 37 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.69% | -0.03% | -3.14% | |
| 38 | ITW | Illinois Tool Works | 股票-工業 | 0.68% | -0.05% | -0.65% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.10% | +17.79% | |
| 40 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.64% | — | +1.37% | |
| 41 | TTEK | Tetra Tech Inc | 股票-工業 | 0.64% | -0.09% | +558.07% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.62% | +0.17% | +1.10% | |
| 43 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.61% | +0.01% | +7.81% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.23% | +2.61% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.19% | +0.99% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.54% | +0.23% | -3.28% | |
| 47 | INTU | Intuit Inc | 股票-科技 | 0.53% | -0.44% | -8.52% | |
| 48 | RTX | Rtx CORP | 股票-工業 | 0.51% | -0.09% | +3.32% | |
| 49 | KLAC | Kla CORP | 股票-科技 | 0.50% | +0.70% | +1.66% | |
| 50 | DE | Deere & Co | 股票-工業 | 0.50% | — | +4.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SHW | Sherwin-williams Co/the | +0.3% | +1.39% | 加碼 |
| 2 | NEE | Nextera Energy Inc | +0.2% | +0.60% | 加碼 |
| 3 | TTEK | Tetra Tech Inc | +0.2% | +558.07% | 加碼 |
| 4 | AAPL | Apple Inc | +0.2% | -0.62% | 減碼 |
| 5 | DHI | Dr Horton Inc | +0.2% | +7.81% | 加碼 |
| 6 | URI | United Rentals Inc | +0.1% | +127.14% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.1% | +17.79% | 加碼 |
| 8 | UNH | Unitedhealth Group Inc | +0.1% | +1.00% | 加碼 |
| 9 | ABBV | Abbvie Inc | +0.1% | +1.06% | 加碼 |
| 10 | HD | Home Depot Inc | +0.1% | -2.48% | 減碼 |
| 11 | SPGI | S&p Global Inc | +0.1% | +3.54% | 加碼 |
| 12 | ICE | Intercontinental Exchange In | +0.1% | -0.81% | 減碼 |
| 13 | PWR | Quanta Services Inc | +0.1% | +0.87% | 加碼 |
| 14 | CTAS | Cintas CORP | +0.1% | +307.74% | 加碼 |
| 15 | ADP | Automatic Data Processing | +0.1% | -0.78% | 減碼 |
| 16 | MA | Mastercard Inc - A | +0.1% | +0.01% | 加碼 |
| 17 | RTX | Rtx CORP | +0.1% | +3.32% | 加碼 |
| 18 | ROP | Roper Technologies Inc | +0.1% | +49.31% | 加碼 |
| 19 | BSX | Boston Scientific CORP | +0.1% | +98.69% | 加碼 |
| 20 | ANETEUR | Arista Networks Inc | +0.1% | +22.00% | 加碼 |
| 21 | WMT | Walmart Inc | +0.1% | +4.22% | 加碼 |
| 22 | BLKCHF | Blackrock Inc | +0.1% | +1.65% | 加碼 |
| 23 | AFL | Aflac Inc | +0.1% | +6.36% | 加碼 |
| 24 | TMUS | T-mobile US Inc | +0.1% | +45.29% | 加碼 |
| 25 | DHR | Danaher CORP | 0% | -1.54% | 減碼 |
| 26 | APD | Air Products & Chemicals Inc | 0% | -2.53% | 減碼 |
| 27 | BRK-B | Berkshire Hathaway Inc. | 0% | +1.37% | 加碼 |
| 28 | DE | Deere & Co | 0% | +4.59% | 加碼 |
| 29 | TRV | Travelers Cos Inc/the | 0% | +0.36% | 加碼 |
| 30 | ACN | Accenture plc | 0% | -4.99% | 減碼 |
| 31 | HEI | Heico CORP | 0% | -0.29% | 減碼 |
| 32 | ITW | Illinois Tool Works | 0% | -0.65% | 減碼 |
| 33 | AVGO | Broadcom Inc. | 0% | +904.02% | 加碼 |
| 34 | TMO | Thermo Fisher Scientific Inc | 0% | -2.64% | 減碼 |
| 35 | TJX | Tjx Companies Inc | 0% | +1.75% | 加碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.41% | 加碼 |
| 37 | SYK | Stryker CORP | 0% | -0.68% | 減碼 |
| 38 | COST | Costco Wholesale CORP | 0% | +1.09% | 加碼 |
| 39 | PG | Procter & Gamble Co/the | 0% | +0.04% | 加碼 |
| 40 | V | Visa Inc-class A Shares | 0% | -0.05% | 減碼 |
| 41 | JPM | Jpmorgan Chase & Co | -0.1% | +0.79% | 加碼 |
| 42 | AMAT | Applied Materials Inc | -0.1% | — | 不變 |
| 43 | KEY | Keycorp | -0.1% | EXIT | 清倉 |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +1.52% | 加碼 |
| 45 | SMH | Vaneck Semiconductor ETF | -0.1% | -1.56% | 減碼 |
| 46 | INTU | Intuit Inc | -0.1% | -8.52% | 減碼 |
| 47 | GOOG | Alphabet Inc-cl C | -0.2% | +0.20% | 加碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.4% | +0.95% | 加碼 |
| 49 | NVDA | Nvidia CORP | -0.4% | +0.20% | 加碼 |
| 50 | MSFT | Microsoft CORP | -0.6% | +0.15% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Penobscot Investment Management Company, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$14.6億，共申報了 314 個公開持股部位。
在 Q3 2024 季度，Penobscot Investment Management Company, Inc. 按市值排列的前三大核心持股分別為：AAPL (6.4%)、MSFT (5.2%)、NVDA (4.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.4% 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。
本季最大獲利了結 / 清倉標的
KEY
前期市值: US$116.2萬
在 Q3 2024 季度中，Penobscot Investment Management Company, Inc. 共進行了 49 項持倉異動，包含新建倉 0 個部位、加碼 34 個部位、減碼 14 個部位以及清倉 1 個部位。 本季清倉部位包含 KEY。
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。