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
300 檔
18.3%
Q4 2024 季度申報顯示，Penobscot Investment Management Company, Inc. 揭露的美股組合總市值為 US$14.6億，涵蓋 300 個不同之權益投資部位。
Penobscot Investment Management Company, Inc. 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 33 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，Penobscot Investment Management Company, Inc. 的前 5 大持股（包含 AAPL, NVDA, MSFT）貢獻了組合市值的 18.3%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 300 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 | 6.79% | -0.03% | -2.50% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.37% | +0.03% | -0.39% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.11% | -0.39% | -0.82% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.91% | +0.07% | — | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.92% | -0.10% | -0.22% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.40% | +0.31% | +0.75% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.07% | -0.04% | -1.81% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.05% | +0.04% | +1.60% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.87% | +0.18% | -0.30% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.80% | -0.34% | -2.05% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.76% | -0.19% | -3.01% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.62% | +0.08% | +1.62% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.53% | -0.24% | -0.33% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.49% | -0.26% | -1.81% | |
| 15 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.43% | -0.07% | -4.21% | |
| 16 | SYK | Stryker CORP | 股票-醫療保健 | 1.35% | -0.20% | -0.65% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.31% | +0.17% | +0.89% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 1.30% | -0.14% | -8.05% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.25% | +0.04% | +0.64% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.23% | -0.06% | -2.70% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.16% | -0.09% | -4.86% | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.14% | -0.25% | +1.99% | |
| 23 | ICE | Intercontinental Exchange In | 股票-金融 | 1.08% | -0.31% | -1.70% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.07% | +0.07% | -0.07% | |
| 25 | PWR | Quanta Services Inc | 股票-工業 | 1.02% | +0.10% | +0.25% | |
| 26 | ACN | Accenture plc | 股票-科技 | 1.00% | -0.12% | -2.57% | |
| 27 | APH | Amphenol Corp-cl A | 股票-科技 | 0.97% | +0.42% | +2.05% | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.83% | -0.09% | -7.49% | |
| 29 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.81% | -0.02% | +3.27% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.80% | -0.10% | -9.57% | |
| 31 | SPGI | S&p Global Inc | 股票-金融 | 0.78% | -0.16% | -8.03% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.77% | -0.10% | +15.75% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.75% | -0.12% | -8.80% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.74% | -0.06% | -3.85% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.73% | +0.49% | -2.41% | |
| 36 | CTAS | Cintas CORP | 股票-工業 | 0.73% | -0.10% | -0.88% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | +0.08% | — | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.67% | -0.03% | -0.25% | |
| 39 | ITW | Illinois Tool Works | 股票-工業 | 0.65% | -0.05% | -1.59% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | +0.17% | +17.15% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.59% | +0.23% | -1.46% | |
| 42 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.59% | -0.03% | -16.11% | |
| 43 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.58% | -0.04% | -1.06% | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.56% | -0.14% | +28.73% | |
| 45 | TTEK | Tetra Tech Inc | 股票-工業 | 0.54% | -0.09% | -0.24% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.19% | -5.98% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.23% | -4.33% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.53% | -0.09% | +21.48% | |
| 49 | INTU | Intuit Inc | 股票-科技 | 0.52% | -0.44% | -3.24% | |
| 50 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.51% | -0.01% | -0.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +3.9% | NEW | 新建倉 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | NEW | 新建倉 |
| 3 | NVDA | Nvidia CORP | +0.5% | -0.39% | 減碼 |
| 4 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 5 | LIN | Linde plc | +0.4% | NEW | 新建倉 |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | -0.22% | 減碼 |
| 7 | AAPL | Apple Inc | +0.4% | -2.50% | 減碼 |
| 8 | ANET | Arista Networks Inc | +0.4% | NEW | 新建倉 |
| 9 | AMZN | Amazon.com Inc | +0.4% | +1.60% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.75% | 加碼 |
| 11 | AZNN | Astrazeneca Plc-spons Adr | +0.3% | NEW | 新建倉 |
| 12 | V | Visa Inc-class A Shares | +0.3% | -1.81% | 減碼 |
| 13 | CB | Chubb Limited | +0.2% | NEW | 新建倉 |
| 14 | LH | Labcorp Holdings Inc | +0.2% | NEW | 新建倉 |
| 15 | WMT | Walmart Inc | +0.2% | +28.73% | 加碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -0.07% | 減碼 |
| 17 | STE | STERIS plc | +0.1% | NEW | 新建倉 |
| 18 | DECK | Deckers Outdoor CORP | +0.1% | -1.06% | 減碼 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +15.75% | 加碼 |
| 20 | BSX | Boston Scientific CORP | +0.1% | +70.51% | 加碼 |
| 21 | EW | Edwards Lifesciences CORP | +0.1% | NEW | 新建倉 |
| 22 | ICE | Intercontinental Exchange In | -0.1% | -1.70% | 減碼 |
| 23 | MRK | Merck & Co. Inc. | -0.1% | -12.62% | 減碼 |
| 24 | CTAS | Cintas CORP | -0.1% | -0.88% | 減碼 |
| 25 | MSFT | Microsoft CORP | -0.1% | -0.82% | 減碼 |
| 26 | CHD | Church & Dwight Co Inc | -0.1% | -16.11% | 減碼 |
| 27 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 28 | TTEK | Tetra Tech Inc | -0.1% | -0.24% | 減碼 |
| 29 | SPGI | S&p Global Inc | -0.1% | -8.03% | 減碼 |
| 30 | ADBE | Adobe Inc | -0.1% | -0.25% | 減碼 |
| 31 | ABBV | Abbvie Inc | -0.1% | +0.64% | 加碼 |
| 32 | ABBNY | Abb Ltd-spon Adr | -0.1% | EXIT | 清倉 |
| 33 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -14.12% | 減碼 |
| 34 | PEP | Pepsico Inc | -0.2% | -8.80% | 減碼 |
| 35 | UNH | Unitedhealth Group Inc | -0.2% | +0.89% | 加碼 |
| 36 | ✓ | Laboratory Corp. of America | -0.2% | EXIT | 清倉 |
| 37 | JNJ | Johnson & Johnson | -0.2% | -9.57% | 減碼 |
| 38 | DHI | Dr Horton Inc | -0.2% | -5.56% | 減碼 |
| 39 | UBER | Uber Technologies, Inc. | -0.2% | EXIT | 清倉 |
| 40 | CB | Chubb Limited | -0.2% | EXIT | 清倉 |
| 41 | SHW | Sherwin-williams Co/the | -0.2% | -4.21% | 減碼 |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.2% | -7.49% | 減碼 |
| 43 | LVMUY | Lvmh Moet Hennessy-unsp Adr | -0.3% | EXIT | 清倉 |
| 44 | NEE | Nextera Energy Inc | -0.3% | -0.33% | 減碼 |
| 45 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | 清倉 |
| 46 | DHR | Danaher CORP | -0.4% | -8.05% | 減碼 |
| 47 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清倉 |
| 48 | LIN | Linde plc | -0.5% | EXIT | 清倉 |
| 49 | BRK-B | Berkshire Hathaway Inc. | -0.6% | EXIT | 清倉 |
| 50 | AVGO | Broadcom Inc. | -3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Penobscot Investment Management Company, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$14.6億，共申報了 300 個公開持股部位。
在 Q4 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 (6.8%)、NVDA (5.4%)、MSFT (5.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.8% 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
AVGO
市值: US$4307.1萬
本季最大獲利了結 / 清倉標的
AVGO
前期市值: US$3298.0萬
在 Q4 2024 季度中，Penobscot Investment Management Company, Inc. 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 7 個部位、減碼 22 個部位以及清倉 11 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 AVGO。
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。