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: 0001740063
申報總市值
US$2.5億
US$2.5億
399 檔
20.2%
在 Q4 2024 的 13F 官方備案中，Pflug Koory, LLC 管理的美股投資組合規模來到 US$2.5億，整體持股檔數為 399 檔。
在 Q4 2024，Pflug Koory, LLC 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 19 檔、減碼 24 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 AAPL, BRK-A, VMC）累計市值佔比達 20.2%，是驅動 Pflug Koory, LLC 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 399 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 | 6.68% | -0.03% | -0.53% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.55% | -0.63% | — | |
| 3 | VMC | Vulcan Materials Co | 股票-原物料 | 5.04% | — | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.85% | -0.32% | -1.00% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.44% | -0.28% | +0.29% | |
| 6 | CAT | Caterpillar Inc | 股票-工業 | 2.56% | +1.40% | -0.06% | |
| 7 | AMAT | Applied Materials Inc | 股票-科技 | 1.89% | +2.14% | +0.50% | |
| 8 | HON | Honeywell International Inc | 股票-工業 | 1.76% | -1.51% | EXIT | |
| 9 | ABM | Abm Industries Inc | 股票-其他 | 1.58% | — | -3.44% | |
| 10 | PH | Parker Hannifin CORP | 股票-工業 | 1.38% | -0.08% | — | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.33% | -0.13% | — | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.31% | -0.11% | +0.23% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.30% | -0.13% | -0.07% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.26% | -0.17% | +108.53% | |
| 15 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.19% | -0.36% | -0.34% | |
| 16 | USB | US Bancorp | 股票-金融 | 1.16% | +0.01% | — | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.01% | -0.31% | +129.70% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 0.99% | +0.34% | +0.50% | |
| 19 | UNP | Union Pacific CORP | 股票-工業 | 0.99% | -0.02% | +0.53% | |
| 20 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.99% | -0.12% | -0.53% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.96% | +0.18% | +2.18% | |
| 22 | TGT | Target CORP | 股票-循環性消費 | 0.96% | -0.06% | +0.92% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.96% | -0.07% | +0.21% | |
| 24 | MCK | Mckesson CORP | 股票-醫療保健 | 0.93% | -0.29% | -4.29% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.93% | +0.01% | -0.44% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | -0.14% | +0.13% | |
| 27 | SXI | Standex International CORP | 股票-其他 | 0.86% | +0.17% | -10.25% | |
| 28 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.85% | -0.15% | — | |
| 29 | NSC | Norfolk Southern CORP | 股票-工業 | 0.85% | -0.04% | -0.69% | |
| 30 | FISV | Fiserv Inc | 股票-其他 | 0.85% | -0.05% | — | |
| 31 | INGR | Ingredion Inc | 股票-非循環性消費 | 0.84% | -0.17% | -0.37% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.83% | -0.10% | +1.39% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.02% | — | |
| 34 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.81% | +0.05% | +4.24% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工業 | 0.80% | -0.24% | -2.91% | |
| 36 | NOC | Northrop Grumman CORP | 股票-工業 | 0.80% | -0.37% | +0.72% | |
| 37 | TT | Trane Technologies plc | 股票-工業 | 0.80% | — | -1.66% | |
| 38 | CSX | Csx CORP | 股票-工業 | 0.78% | — | +1.59% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.77% | -0.08% | -0.09% | |
| 40 | GLW | Corning Inc | 股票-科技 | 0.76% | +1.00% | -16.77% | |
| 41 | ALL | Allstate CORP | 股票-金融 | 0.76% | — | -0.45% | |
| 42 | EMR | Emerson Electric Co | 股票-工業 | 0.74% | -0.02% | +0.30% | |
| 43 | PFE | Pfizer Inc | 股票-醫療保健 | 0.71% | -0.18% | -0.01% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.70% | -0.01% | -0.75% | |
| 45 | VSH | Vishay Intertechnology Inc | 股票-其他 | 0.69% | +0.65% | -12.88% | |
| 46 | C | Citigroup Inc | 股票-金融 | 0.67% | +0.08% | — | |
| 47 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.62% | -0.10% | -3.19% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.61% | -0.03% | -4.59% | |
| 49 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.60% | -0.07% | +3.03% | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.59% | -0.07% | +2.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | -0.53% | 減碼 |
| 2 | VMC | Vulcan Materials Co | +0.3% | — | 不變 |
| 3 | HON | Honeywell International Inc | +0.2% | -0.14% | 減碼 |
| 4 | WFC | Wells Fargo & Co | +0.2% | -0.09% | 減碼 |
| 5 | AMZN | Amazon.com Inc | +0.2% | +4.24% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.18% | 加碼 |
| 7 | SCHO | Schwab Short-term US Treas | +0.1% | +129.70% | 加碼 |
| 8 | FISV | Fiserv Inc | +0.1% | — | 不變 |
| 9 | CSCO | Cisco Systems Inc | +0.1% | +0.50% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不變 |
| 11 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | +149.75% | 加碼 |
| 12 | EMR | Emerson Electric Co | +0.1% | +0.30% | 加碼 |
| 13 | MCK | Mckesson CORP | +0.1% | -4.29% | 減碼 |
| 14 | V | Visa Inc-class A Shares | +0.1% | +1.60% | 加碼 |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 不變 |
| 16 | C | Citigroup Inc | +0.1% | — | 不變 |
| 17 | BKNG | Booking Holdings Inc | +0.1% | +3.16% | 加碼 |
| 18 | DIS | Walt Disney Co/the | +0.1% | -0.87% | 減碼 |
| 19 | MSFT | Microsoft CORP | 0% | +0.29% | 加碼 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.00% | 減碼 |
| 21 | UNP | Union Pacific CORP | 0% | +0.53% | 加碼 |
| 22 | SXI | Standex International CORP | -0.1% | -10.25% | 減碼 |
| 23 | MDT | Medtronic plc | -0.1% | -0.56% | 減碼 |
| 24 | PFE | Pfizer Inc | -0.1% | -0.01% | 減碼 |
| 25 | AMGN | Amgen Inc | -0.1% | +0.39% | 加碼 |
| 26 | AMD | Advanced Micro Devices | -0.1% | +12.76% | 加碼 |
| 27 | ABM | Abm Industries Inc | -0.1% | -3.44% | 減碼 |
| 28 | LOW | Lowe's Cos Inc | -0.1% | -3.19% | 減碼 |
| 29 | STZ | Constellation Brands Inc-a | -0.1% | +3.03% | 加碼 |
| 30 | TXT | Textron Inc | -0.1% | +0.92% | 加碼 |
| 31 | RVTY | Revvity Inc | -0.1% | -3.59% | 減碼 |
| 32 | IFF | Intl Flavors & Fragrances | -0.1% | -0.66% | 減碼 |
| 33 | ABBV | Abbvie Inc | -0.1% | -0.44% | 減碼 |
| 34 | NOC | Northrop Grumman CORP | -0.1% | +0.72% | 加碼 |
| 35 | JNJ | Johnson & Johnson | -0.1% | +0.13% | 加碼 |
| 36 | GLW | Corning Inc | -0.1% | -16.77% | 減碼 |
| 37 | MRK | Merck & Co. Inc. | -0.1% | +0.21% | 加碼 |
| 38 | FBIN | Fortune Brands Innovations I | -0.1% | -0.25% | 減碼 |
| 39 | TGT | Target CORP | -0.1% | +0.92% | 加碼 |
| 40 | CAT | Caterpillar Inc | -0.1% | -0.06% | 減碼 |
| 41 | VZ | Verizon Communications Inc | -0.1% | -0.34% | 減碼 |
| 42 | JOE | St Joe Co/the | -0.1% | — | 不變 |
| 43 | GOOG | Alphabet Inc-cl C | -0.2% | -68.62% | 減碼 |
| 44 | REGN | Regeneron Pharmaceuticals | -0.2% | -0.76% | 減碼 |
| 45 | DLR | Digital Realty Trust Inc | -0.2% | -44.05% | 減碼 |
| 46 | VSH | Vishay Intertechnology Inc | -0.2% | -12.88% | 減碼 |
| 47 | LMT | Lockheed Martin CORP | -0.2% | -2.91% | 減碼 |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.2% | — | 不變 |
| 49 | CVS | Cvs Health CORP | -0.2% | -31.56% | 減碼 |
| 50 | AMAT | Applied Materials Inc | -0.4% | +0.50% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Pflug Koory, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.5億，共申報了 399 個公開持股部位。
在 Q4 2024 季度，Pflug Koory, LLC 按市值排列的前三大核心持股分別為：AAPL (6.7%)、BRK-A (6.5%)、VMC (5.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.7% 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
AAPL
前期市值: US$1234.6萬
在 Q4 2024 季度中，Pflug Koory, LLC 共進行了 43 項持倉異動，包含新建倉 0 個部位、加碼 19 個部位、減碼 24 個部位以及清倉 0 個部位。
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。