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: 0001623678
申報總市值
US$5.0億
US$5.0億
160 檔
17.1%
截至 Q3 2024 季度末，Plimoth Trust Co LLC 的美股持倉估值約為 US$5.0億，全數申報部位共有 160 檔。
觀察 Q3 2024 的申報異動，Plimoth Trust Co LLC 採取了強勁的買進策略，建倉與加碼動作（合計 31 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, NVDA）占據了總市值的 17.1%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 6.57% | +0.12% | +0.99% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.63% | -0.39% | +3.83% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.62% | +0.12% | +1.46% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.96% | +0.09% | +1.55% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.81% | +0.33% | -1.67% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.55% | -0.08% | -9.47% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.92% | -0.19% | +0.86% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 1.85% | -0.38% | -8.78% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 1.79% | +1.66% | +1.47% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.69% | -0.02% | -3.62% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 1.59% | -0.24% | +0.75% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 1.55% | -0.05% | +5.27% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.49% | -0.11% | -1.51% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.47% | +0.05% | +0.65% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.47% | +0.02% | +12.85% | |
| 16 | PGX | Invesco Preferred ETF | ETF-其他 | 1.45% | -0.08% | -4.26% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.44% | -0.56% | +11.55% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.44% | -0.14% | +0.62% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.43% | -0.39% | +0.52% | |
| 20 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.36% | -0.13% | +4.28% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.35% | -0.27% | -4.43% | |
| 22 | CAT | Caterpillar Inc | 股票-工業 | 1.23% | +0.55% | -1.44% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.22% | -0.17% | -4.61% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.17% | +0.37% | -17.56% | |
| 25 | CB | Chubb Limited | 股票-金融 | 1.17% | -0.08% | -2.20% | |
| 26 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.10% | -0.13% | -5.34% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 1.10% | -0.17% | -6.20% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.09% | +0.26% | +9.14% | |
| 29 | IQLT | Ishares Msci International Q | ETF-其他 | 1.09% | -0.06% | +1.77% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.02% | — | -5.00% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.02% | -0.04% | -10.85% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.02% | -0.04% | +0.31% | |
| 33 | ETN | Eaton Corporation plc | 股票-工業 | 1.00% | +0.07% | -0.42% | |
| 34 | SYK | Stryker CORP | 股票-醫療保健 | 0.95% | -0.10% | +9.67% | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.94% | -0.19% | -8.33% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.93% | +0.01% | +0.33% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事業 | 0.93% | -0.15% | +0.02% | |
| 38 | LIN | Linde plc | 股票-原物料 | 0.93% | -0.04% | -5.25% | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.90% | -0.02% | -5.39% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.87% | +0.05% | -4.22% | |
| 41 | AMGN | Amgen Inc | 股票-醫療保健 | 0.87% | -0.08% | +41.17% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.87% | -0.12% | -0.62% | |
| 43 | T | At&t Inc | 股票-通訊服務 | 0.84% | -0.39% | +5.26% | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.74% | — | +2.66% | |
| 45 | DE | Deere & Co | 股票-工業 | 0.73% | -0.02% | -1.42% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.72% | -0.07% | -3.28% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.71% | -0.15% | +30.51% | |
| 48 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.71% | -0.16% | -3.20% | |
| 49 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.69% | -0.12% | +7.28% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.65% | +0.02% | -3.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +0.99% | 加碼 |
| 2 | PANW | Palo Alto Networks Inc | +0.3% | NEW | 新建倉 |
| 3 | AMGN | Amgen Inc | +0.2% | +41.17% | 加碼 |
| 4 | IBM | Intl Business Machines CORP | +0.2% | +0.33% | 加碼 |
| 5 | V | Visa Inc-class A Shares | +0.2% | +12.85% | 加碼 |
| 6 | PEP | Pepsico Inc | +0.2% | +30.51% | 加碼 |
| 7 | UNH | Unitedhealth Group Inc | +0.1% | +0.65% | 加碼 |
| 8 | TRV | Travelers Cos Inc/the | +0.1% | +82.69% | 加碼 |
| 9 | T | At&t Inc | +0.1% | +5.26% | 加碼 |
| 10 | NKE | Nike Inc -cl B | +0.1% | +7.28% | 加碼 |
| 11 | XOM | Exxon Mobil CORP | +0.1% | +11.55% | 加碼 |
| 12 | MCD | Mcdonald's CORP | +0.1% | -4.43% | 減碼 |
| 13 | CAT | Caterpillar Inc | +0.1% | -1.44% | 減碼 |
| 14 | VNQ | Vanguard Real Estate ETF | +0.1% | -3.62% | 減碼 |
| 15 | LOW | Lowe's Cos Inc | +0.1% | -5.34% | 減碼 |
| 16 | NEE | Nextera Energy Inc | +0.1% | -4.61% | 減碼 |
| 17 | SYK | Stryker CORP | +0.1% | +9.67% | 加碼 |
| 18 | LMT | Lockheed Martin CORP | +0.1% | -3.28% | 減碼 |
| 19 | GEHC | GE Healthcare Technology | +0.1% | +73.58% | 加碼 |
| 20 | GE | General Electric | +0.1% | +1.96% | 加碼 |
| 21 | ACN | Accenture plc | +0.1% | +8.47% | 加碼 |
| 22 | TMUS | T-mobile US Inc | +0.1% | +5.31% | 加碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +0.62% | 加碼 |
| 24 | RTX | Rtx CORP | +0.1% | -6.20% | 減碼 |
| 25 | DUK | Duke Energy CORP | +0.1% | +0.02% | 加碼 |
| 26 | PSA | Public Storage | +0.1% | -0.31% | 減碼 |
| 27 | STZ | Constellation Brands Inc-a | +0.1% | +23.41% | 加碼 |
| 28 | IRM | Iron Mountain Inc | +0.1% | — | 不變 |
| 29 | WMT | Walmart Inc | +0.1% | -8.78% | 減碼 |
| 30 | DRI | Darden Restaurants Inc | +0.1% | +8.93% | 加碼 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.84% | 加碼 |
| 32 | CB | Chubb Limited | 0% | -2.20% | 減碼 |
| 33 | HD | Home Depot Inc | 0% | -5.39% | 減碼 |
| 34 | UNP | Union Pacific CORP | 0% | +2.66% | 加碼 |
| 35 | AXP | American Express Co | 0% | -3.80% | 減碼 |
| 36 | XLK | Ss Technology Select Sector | 0% | +9.14% | 加碼 |
| 37 | ABBV | Abbvie Inc | 0% | -5.00% | 減碼 |
| 38 | IQLT | Ishares Msci International Q | 0% | +1.77% | 加碼 |
| 39 | CRM | Salesforce Inc | 0% | +0.75% | 加碼 |
| 40 | ABT | Abbott Laboratories | 0% | -0.62% | 減碼 |
| 41 | AGG | Ishares Core U.s. Aggregate | 0% | +0.86% | 加碼 |
| 42 | EW | Edwards Lifesciences CORP | -0.1% | EXIT | 清倉 |
| 43 | INTC | Intel CORP | -0.1% | +13.66% | 加碼 |
| 44 | ADBE | Adobe Inc | -0.1% | +0.31% | 加碼 |
| 45 | CVX | Chevron CORP | -0.2% | +0.52% | 加碼 |
| 46 | QCOM | Qualcomm Inc | -0.3% | +5.27% | 加碼 |
| 47 | JPM | Jpmorgan Chase & Co | -0.3% | -9.47% | 減碼 |
| 48 | LLY | Eli Lilly & Co | -0.4% | -17.56% | 減碼 |
| 49 | AMAT | Applied Materials Inc | -0.4% | +1.47% | 加碼 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.5% | -1.67% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Plimoth Trust Co LLC 在 Q3 2024 季度的美股持倉總市值約為 US$5.0億，共申報了 160 個公開持股部位。
在 Q3 2024 季度，Plimoth Trust Co LLC 按市值排列的前三大核心持股分別為：AAPL (6.6%)、MSFT (5.6%)、NVDA (3.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.6% 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
PANW
市值: US$110.0萬
本季最大獲利了結 / 清倉標的
EW
前期市值: US$35.1萬
在 Q3 2024 季度中，Plimoth Trust Co LLC 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 30 個部位、減碼 17 個部位以及清倉 1 個部位。 其中最大新建倉標的為 PANW。 本季清倉部位包含 EW。
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。