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: 0001006435
申報總市值
US$4.4億
US$4.4億
76 檔
26.4%
截至 Q3 2024 季度末，Pioneer Trust Bank N A/or 的美股持倉估值約為 US$4.4億，全數申報部位共有 76 檔。
在 Q3 2024，Pioneer Trust Bank N A/or 展現出較為審慎的避險與獲利了結姿態。本季共減碼 28 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Pioneer Trust Bank N A/or 的前 5 大持股（包含 MSFT, AAPL, BRK-B）貢獻了組合市值的 26.4%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 7.63% | -0.38% | -0.51% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.25% | +0.39% | -3.73% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.24% | -0.13% | -1.34% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.56% | +0.23% | +11.12% | |
| 5 | VMI | Valmont Industries | 股票-工業 | 4.12% | +1.29% | -3.70% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 4.05% | +0.60% | -2.29% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 3.84% | -0.23% | -3.57% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.83% | +0.12% | -3.66% | |
| 9 | ACN | Accenture plc | 股票-科技 | 3.69% | -0.84% | +2.63% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.68% | +0.19% | +3.72% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.66% | +0.12% | -3.30% | |
| 12 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.60% | -0.37% | -0.67% | |
| 13 | DHR | Danaher CORP | 股票-醫療保健 | 2.34% | -0.10% | -1.73% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.32% | +0.12% | -3.03% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.27% | -0.08% | -0.56% | |
| 16 | BLKCHF | Blackrock Inc | 股票-其他 | 2.25% | — | -1.90% | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.22% | -0.18% | -2.02% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 2.16% | -0.60% | +1.17% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.08% | +0.44% | -3.01% | |
| 20 | ITW | Illinois Tool Works | 股票-工業 | 1.92% | -0.05% | +1.02% | |
| 21 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.77% | -0.23% | -7.62% | |
| 22 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.72% | -0.25% | +0.49% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.68% | -0.06% | -2.27% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.68% | -0.23% | +11.18% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.68% | -0.58% | -0.95% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 1.59% | +1.04% | +0.53% | |
| 27 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.59% | -0.26% | -6.36% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 1.57% | -0.16% | +2.68% | |
| 29 | HON | Honeywell International Inc | 股票-工業 | 1.56% | -1.58% | EXIT | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.49% | -0.09% | -1.54% | |
| 31 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.47% | -0.13% | -7.55% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.37% | — | -14.93% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 1.32% | +0.07% | -7.95% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.17% | -0.24% | +1.11% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.80% | +0.14% | — | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | +0.24% | +225.53% | |
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 0.45% | -0.01% | — | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.38% | +0.03% | -13.07% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.37% | -0.05% | — | |
| 40 | USB | US Bancorp | 股票-金融 | 0.31% | +0.02% | -2.16% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.30% | -0.10% | -6.15% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.30% | +0.02% | — | |
| 43 | LMT | Lockheed Martin CORP | 股票-工業 | 0.29% | -0.06% | — | |
| 44 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.28% | -0.01% | — | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.24% | — | — | |
| 46 | CSX | Csx CORP | 股票-工業 | 0.21% | +0.02% | — | |
| 47 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.21% | +0.01% | -1.69% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.20% | +0.01% | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.20% | +0.02% | -5.57% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.19% | -0.02% | -42.18% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +11.12% | 加碼 |
| 2 | ACN | Accenture plc | +0.4% | +2.63% | 加碼 |
| 3 | ORCL | Oracle CORP | +0.4% | -3.57% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | +225.53% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -1.34% | 減碼 |
| 6 | LOW | Lowe's Cos Inc | +0.3% | -2.02% | 減碼 |
| 7 | UNH | Unitedhealth Group Inc | +0.2% | -2.29% | 減碼 |
| 8 | BLKCHF | Blackrock Inc | +0.2% | -1.90% | 減碼 |
| 9 | CRM | Salesforce Inc | +0.2% | +11.18% | 加碼 |
| 10 | MCD | Mcdonald's CORP | +0.1% | +1.11% | 加碼 |
| 11 | ITW | Illinois Tool Works | +0.1% | +1.02% | 加碼 |
| 12 | CSCO | Cisco Systems Inc | +0.1% | +0.53% | 加碼 |
| 13 | DHR | Danaher CORP | +0.1% | -1.73% | 減碼 |
| 14 | NEE | Nextera Energy Inc | +0.1% | -7.62% | 減碼 |
| 15 | AAPL | Apple Inc | +0.1% | -3.73% | 減碼 |
| 16 | ABT | Abbott Laboratories | +0.1% | +0.49% | 加碼 |
| 17 | NKE | Nike Inc -cl B | +0.1% | -6.36% | 減碼 |
| 18 | RTX | Rtx CORP | +0.1% | -7.95% | 減碼 |
| 19 | BX | Blackstone Inc | +0.1% | NEW | 新建倉 |
| 20 | LMT | Lockheed Martin CORP | +0.1% | — | 不變 |
| 21 | JNJ | Johnson & Johnson | 0% | -2.27% | 減碼 |
| 22 | SBUX | Starbucks CORP | 0% | — | 不變 |
| 23 | USB | US Bancorp | 0% | -2.16% | 減碼 |
| 24 | WMT | Walmart Inc | 0% | -6.15% | 減碼 |
| 25 | AFL | Aflac Inc | 0% | — | 不變 |
| 26 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 27 | AXP | American Express Co | 0% | — | 不變 |
| 28 | KEL | Kellanova | 0% | — | 不變 |
| 29 | ABBV | Abbvie Inc | 0% | -1.69% | 減碼 |
| 30 | IBM | Intl Business Machines CORP | 0% | — | 不變 |
| 31 | TT | Trane Technologies plc | 0% | — | 不變 |
| 32 | IJH | Ishares Core S&p Midcap ETF | — | — | 不變 |
| 33 | PG | Procter & Gamble Co/the | 0% | -0.56% | 減碼 |
| 34 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -13.07% | 減碼 |
| 35 | INTC | Intel CORP | -0.1% | EXIT | 清倉 |
| 36 | PEP | Pepsico Inc | -0.1% | -0.67% | 減碼 |
| 37 | V | Visa Inc-class A Shares | -0.1% | -3.03% | 減碼 |
| 38 | TJX | Tjx Companies Inc | -0.1% | -7.55% | 減碼 |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | -3.30% | 減碼 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.1% | — | 不變 |
| 41 | DIS | Walt Disney Co/the | -0.2% | -1.54% | 減碼 |
| 42 | HON | Honeywell International Inc | -0.2% | -1.20% | 減碼 |
| 43 | VMI | Valmont Industries | -0.2% | -3.70% | 減碼 |
| 44 | ADBE | Adobe Inc | -0.2% | +2.68% | 加碼 |
| 45 | MRK | Merck & Co. Inc. | -0.2% | -42.18% | 減碼 |
| 46 | CMCSA | Comcast Corp-class A | -0.2% | -14.93% | 減碼 |
| 47 | LLY | Eli Lilly & Co | -0.2% | -3.01% | 減碼 |
| 48 | CVX | Chevron CORP | -0.2% | +1.17% | 加碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.8% | -3.66% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.8% | -0.51% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Pioneer Trust Bank N A/or 在 Q3 2024 季度的美股持倉總市值約為 US$4.4億，共申報了 76 個公開持股部位。
在 Q3 2024 季度，Pioneer Trust Bank N A/or 按市值排列的前三大核心持股分別為：MSFT (7.6%)、AAPL (7.3%)、BRK-B (6.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.6% 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
BX
市值: US$22.1萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$28.6萬
在 Q3 2024 季度中，Pioneer Trust Bank N A/or 共進行了 40 項持倉異動，包含新建倉 1 個部位、加碼 10 個部位、減碼 28 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BX。 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。