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
159 檔
18.4%
Plimoth Trust Co LLC 在 Q4 2024 季度的美股部位總計估值為 US$5.0億，分散於 159 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Plimoth Trust Co LLC 於 Q4 2024 季度持續回收資金，對 26 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Plimoth Trust Co LLC 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合計佔整體申報市值的 18.4%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 7.13% | +0.12% | -0.96% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.59% | -0.39% | -0.67% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.09% | +0.12% | +0.06% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.55% | +0.09% | -0.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.26% | +0.33% | -0.36% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.91% | -0.08% | -1.43% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 2.08% | -0.38% | -1.26% | |
| 8 | CRM | Salesforce Inc | 股票-科技 | 1.95% | -0.24% | -1.13% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.91% | -0.19% | +1.69% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.72% | +0.02% | -0.15% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.60% | -0.02% | +1.65% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 1.48% | +1.66% | +0.63% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.46% | -0.11% | -0.77% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.44% | -0.05% | +0.49% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.38% | -0.39% | -3.60% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | -0.56% | +0.34% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.31% | -0.14% | +0.21% | |
| 18 | PGX | Invesco Preferred ETF | ETF-其他 | 1.31% | -0.08% | -4.81% | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.30% | -0.27% | -1.16% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.28% | +0.05% | -1.43% | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.23% | -0.13% | +1.07% | |
| 22 | CAT | Caterpillar Inc | 股票-工業 | 1.17% | +0.55% | -0.17% | |
| 23 | CB | Chubb Limited | 股票-金融 | 1.13% | -0.08% | -0.46% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.06% | -0.17% | +0.85% | |
| 25 | RTX | Rtx CORP | 股票-工業 | 1.06% | -0.17% | -0.74% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.05% | +0.26% | -8.54% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.05% | +0.37% | +0.84% | |
| 28 | IQLT | Ishares Msci International Q | ETF-其他 | 1.04% | -0.06% | +4.61% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.02% | -0.13% | -0.93% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.99% | +0.05% | +0.33% | |
| 31 | ETN | Eaton Corporation plc | 股票-工業 | 0.98% | +0.07% | -3.50% | |
| 32 | SYK | Stryker CORP | 股票-醫療保健 | 0.97% | -0.10% | +0.63% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.93% | +0.01% | -1.79% | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.93% | — | -1.29% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 0.91% | -0.04% | +1.96% | |
| 36 | T | At&t Inc | 股票-通訊服務 | 0.90% | -0.39% | +1.56% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事業 | 0.89% | -0.15% | -0.16% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.89% | -0.04% | -1.72% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.87% | -0.12% | -0.62% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.86% | -0.02% | -2.37% | |
| 41 | LIN | Linde plc | 股票-原物料 | 0.83% | -0.04% | +0.21% | |
| 42 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.82% | -0.19% | -4.12% | |
| 43 | DE | Deere & Co | 股票-工業 | 0.76% | -0.02% | +0.49% | |
| 44 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.75% | -0.16% | +0.29% | |
| 45 | AMGN | Amgen Inc | 股票-醫療保健 | 0.74% | -0.08% | +3.46% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.72% | +0.02% | -1.13% | |
| 47 | EMR | Emerson Electric Co | 股票-工業 | 0.72% | — | -0.06% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.70% | — | +1.06% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.69% | +0.07% | +0.57% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.68% | -0.08% | -2.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.6% | -0.02% | 減碼 |
| 2 | AAPL | Apple Inc | +0.6% | -0.96% | 減碼 |
| 3 | NVDA | Nvidia CORP | +0.5% | +0.06% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.36% | 減碼 |
| 5 | CRM | Salesforce Inc | +0.4% | -1.13% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | -1.43% | 減碼 |
| 7 | BLK | Blackrock Inc | +0.3% | NEW | 新建倉 |
| 8 | V | Visa Inc-class A Shares | +0.3% | -0.15% | 減碼 |
| 9 | WMT | Walmart Inc | +0.2% | -1.26% | 減碼 |
| 10 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | NEW | 新建倉 |
| 11 | BAC | Bank Of America CORP | +0.1% | +0.33% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +0.57% | 加碼 |
| 13 | EMR | Emerson Electric Co | +0.1% | -0.06% | 減碼 |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | +0.08% | 加碼 |
| 15 | DIS | Walt Disney Co/the | +0.1% | -2.35% | 減碼 |
| 16 | DRI | Darden Restaurants Inc | +0.1% | +1.07% | 加碼 |
| 17 | MSFT | Microsoft CORP | 0% | -0.67% | 減碼 |
| 18 | MCD | Mcdonald's CORP | -0.1% | -1.16% | 減碼 |
| 19 | CVX | Chevron CORP | -0.1% | -3.60% | 減碼 |
| 20 | IQLT | Ishares Msci International Q | -0.1% | +4.61% | 加碼 |
| 21 | CAT | Caterpillar Inc | -0.1% | -0.17% | 減碼 |
| 22 | GE | General Electric | -0.1% | — | 不變 |
| 23 | PFE | Pfizer Inc | -0.1% | -7.75% | 減碼 |
| 24 | MDT | Medtronic plc | -0.1% | -18.73% | 減碼 |
| 25 | CI | THE Cigna Group | -0.1% | EXIT | 清倉 |
| 26 | PSA | Public Storage | -0.1% | — | 不變 |
| 27 | REGN | Regeneron Pharmaceuticals | -0.1% | — | 不變 |
| 28 | MCHP | Microchip Technology Inc | -0.1% | -0.42% | 減碼 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | -0.93% | 減碼 |
| 30 | VNQ | Vanguard Real Estate ETF | -0.1% | +1.65% | 加碼 |
| 31 | ABBV | Abbvie Inc | -0.1% | -1.29% | 減碼 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | +0.34% | 加碼 |
| 33 | LIN | Linde plc | -0.1% | +0.21% | 加碼 |
| 34 | QCOM | Qualcomm Inc | -0.1% | +0.49% | 加碼 |
| 35 | ADBE | Adobe Inc | -0.1% | +1.96% | 加碼 |
| 36 | LMT | Lockheed Martin CORP | -0.1% | -0.35% | 減碼 |
| 37 | NKE | Nike Inc -cl B | -0.1% | -3.79% | 減碼 |
| 38 | LLY | Eli Lilly & Co | -0.1% | +0.84% | 加碼 |
| 39 | VZ | Verizon Communications Inc | -0.1% | -4.12% | 減碼 |
| 40 | MRK | Merck & Co. Inc. | -0.1% | +1.07% | 加碼 |
| 41 | JNJ | Johnson & Johnson | -0.1% | +0.21% | 加碼 |
| 42 | KO | Coca-cola Co/the | -0.1% | -1.72% | 減碼 |
| 43 | AMGN | Amgen Inc | -0.1% | +3.46% | 加碼 |
| 44 | PGX | Invesco Preferred ETF | -0.1% | -4.81% | 減碼 |
| 45 | INTC | Intel CORP | -0.1% | -9.34% | 減碼 |
| 46 | NEE | Nextera Energy Inc | -0.2% | +0.85% | 加碼 |
| 47 | UNH | Unitedhealth Group Inc | -0.2% | -1.43% | 減碼 |
| 48 | BLKCHF | Blackrock Inc | -0.3% | EXIT | 清倉 |
| 49 | CVS | Cvs Health CORP | -0.3% | -24.35% | 減碼 |
| 50 | AMAT | Applied Materials Inc | -0.3% | +0.63% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Plimoth Trust Co LLC 在 Q4 2024 季度的美股持倉總市值約為 US$5.0億，共申報了 159 個公開持股部位。
在 Q4 2024 季度，Plimoth Trust Co LLC 按市值排列的前三大核心持股分別為：AAPL (7.1%)、MSFT (5.6%)、NVDA (4.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.1% 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
BLK
市值: US$108.6萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$101.2萬
在 Q4 2024 季度中，Plimoth Trust Co LLC 共進行了 47 項持倉異動，包含新建倉 2 個部位、加碼 17 個部位、減碼 26 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。