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: 0001673907
申報總市值
US$11.0億
US$11.0億
189 檔
40.0%
截至 Q4 2024 季度末，Premier Fund Managers Ltd 的美股持倉估值約為 US$11.0億，全數申報部位共有 189 檔。
Premier Fund Managers Ltd 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 10 個全新部位及加碼 8 檔持股的同時，亦同步清倉 8 檔並減碼 11 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 V, GPK, SCI）占據了總市值的 40.0%，展現出該機構在 Q4 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 | V | Visa Inc-class A Shares | 股票-金融 | 3.48% | -0.54% | +3.22% | |
| 2 | GPK | Graphic Packaging Holding Co | 股票-循環性消費 | 3.32% | — | -0.26% | |
| 3 | SCI | Service CORP International | 股票-循環性消費 | 3.23% | -0.80% | +3.67% | |
| 4 | RJF | Raymond James Financial Inc | 股票-金融 | 2.91% | -0.58% | — | |
| 5 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 2.80% | -0.07% | — | |
| 6 | CBRE | Cbre Group Inc - A | 股票-房地產 | 2.69% | -0.30% | — | |
| 7 | MAR | Marriott International -cl A | 股票-循環性消費 | 2.50% | -0.34% | — | |
| 8 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.37% | -0.33% | — | |
| 9 | CBZ | Cbiz Inc | 股票-其他 | 2.37% | — | — | |
| 10 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.26% | -0.46% | -6.44% | |
| 11 | IEX | Idex CORP | 股票-工業 | 2.23% | -0.38% | — | |
| 12 | ROL | Rollins Inc | 股票-循環性消費 | 2.15% | -0.67% | — | |
| 13 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 2.14% | -0.86% | EXIT | |
| 14 | TTEK | Tetra Tech Inc | 股票-工業 | 2.13% | -0.63% | — | |
| 15 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.03% | -0.29% | — | |
| 16 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工業 | 2.00% | — | — | |
| 17 | MANH | Manhattan Associates Inc | 股票-科技 | 1.93% | -0.87% | -20.00% | |
| 18 | FUL | H.b. Fuller Co. | 股票-原物料 | 1.92% | -0.60% | — | |
| 19 | SITE | Siteone Landscape Supply Inc | 股票-工業 | 1.90% | -0.79% | — | |
| 20 | UNP | Union Pacific CORP | 股票-工業 | 1.86% | +0.21% | +1.64% | |
| 21 | VMC | Vulcan Materials Co | 股票-原物料 | 1.84% | -0.18% | -20.00% | |
| 22 | WCN | Waste Connections Inc | 股票-工業 | 1.84% | -0.65% | — | |
| 23 | WEX | Wex Inc | 股票-科技 | 1.82% | — | — | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.81% | +0.71% | — | |
| 25 | MORN | Morningstar Inc | 股票-金融 | 1.81% | — | — | |
| 26 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.80% | -0.28% | +1.16% | |
| 27 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 1.74% | -0.80% | +20285.99% | |
| 28 | WSO | Watsco Inc | 股票-工業 | 1.69% | -0.50% | — | |
| 29 | STE | STERIS plc | 股票-醫療保健 | 1.68% | -1.05% | — | |
| 30 | DSGX | Descartes Systems Grp/the | 股票-科技 | 1.67% | -0.49% | — | |
| 31 | CRL | Charles River Laboratories | 股票-醫療保健 | 1.63% | — | — | |
| 32 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.62% | -0.40% | — | |
| 33 | POOL | Pool CORP | 股票-工業 | 1.45% | — | — | |
| 34 | PB | Prosperity Bancshares Inc | 股票-金融 | 1.34% | -0.56% | — | |
| 35 | ICFI | Icf International Inc | 股票-其他 | 1.07% | -0.47% | EXIT | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | +0.54% | +27.60% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.99% | — | +2.39% | |
| 38 | VERX | Vertex Inc - Class A | 股票-其他 | 0.98% | — | -0.95% | |
| 39 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.85% | -0.28% | — | |
| 40 | LIN | Linde plc | 股票-原物料 | 0.72% | +0.33% | +7.52% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.71% | — | — | |
| 42 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.71% | — | NEW | |
| 43 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.70% | — | -9.68% | |
| 44 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.70% | +0.22% | -4.78% | |
| 45 | URI | United Rentals Inc | 股票-工業 | 0.67% | — | NEW | |
| 46 | AMT | American Tower CORP | 股票-房地產 | 0.66% | +0.05% | -5.14% | |
| 47 | IBP | Installed Building Products | 股票-循環性消費 | 0.54% | — | +8.41% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.53% | +0.33% | -1.09% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | +0.20% | -1.07% | |
| 50 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.44% | -0.35% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MORN | Morningstar Inc | +1.8% | NEW | 新建倉 |
| 2 | KNSL | Kinsale Capital Group Inc | +1.7% | +20285.99% | 加碼 |
| 3 | HD | Home Depot Inc | +0.7% | NEW | 新建倉 |
| 4 | RJF | Raymond James Financial Inc | +0.6% | — | 不變 |
| 5 | V | Visa Inc-class A Shares | +0.6% | +3.22% | 加碼 |
| 6 | LYV | Live Nation Entertainment In | +0.5% | — | 不變 |
| 7 | CBZ | Cbiz Inc | +0.4% | — | 不變 |
| 8 | CDNS | Cadence Design Sys Inc | +0.4% | +109.33% | 加碼 |
| 9 | NFLX | Netflix Inc | +0.4% | NEW | 新建倉 |
| 10 | BKNG | Booking Holdings Inc | +0.4% | NEW | 新建倉 |
| 11 | MMM | 3m Co | +0.4% | NEW | 新建倉 |
| 12 | CRM | Salesforce Inc | +0.4% | NEW | 新建倉 |
| 13 | AON | Aon plc | +0.3% | +480.63% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.3% | +27.60% | 加碼 |
| 15 | SCHW | Schwab (charles) CORP | +0.3% | — | 不變 |
| 16 | VERX | Vertex Inc - Class A | +0.3% | -0.95% | 減碼 |
| 17 | GE | General Electric | +0.3% | NEW | 新建倉 |
| 18 | WTFC | Wintrust Financial CORP | +0.3% | +1.16% | 加碼 |
| 19 | ORCL | Oracle CORP | +0.3% | NEW | 新建倉 |
| 20 | MAR | Marriott International -cl A | +0.3% | — | 不變 |
| 21 | JD | Jd.com Inc-adr | +0.2% | NEW | 新建倉 |
| 22 | TCOM | Trip.com Group Ltd-adr | +0.2% | NEW | 新建倉 |
| 23 | ENB | Enbridge Inc | +0.2% | +85.87% | 加碼 |
| 24 | INTC | Intel CORP | -0.2% | EXIT | 清倉 |
| 25 | BCO | Brink's Co/the | -0.2% | EXIT | 清倉 |
| 26 | PM | Philip Morris International | -0.2% | -87.30% | 減碼 |
| 27 | AMT | American Tower CORP | -0.2% | -5.14% | 減碼 |
| 28 | TGT | Target CORP | -0.2% | EXIT | 清倉 |
| 29 | UNH | Unitedhealth Group Inc | -0.3% | — | 不變 |
| 30 | ICFI | Icf International Inc | -0.3% | +13.45% | 加碼 |
| 31 | DE | Deere & Co | -0.3% | -54.99% | 減碼 |
| 32 | STE | STERIS plc | -0.3% | — | 不變 |
| 33 | GPK | Graphic Packaging Holding Co | -0.3% | -0.26% | 減碼 |
| 34 | SITE | Siteone Landscape Supply Inc | -0.3% | — | 不變 |
| 35 | JNJ | Johnson & Johnson | -0.3% | EXIT | 清倉 |
| 36 | IQV | Iqvia Holdings Inc | -0.3% | — | 不變 |
| 37 | WY | Weyerhaeuser Co | -0.3% | -52.15% | 減碼 |
| 38 | HCA | Hca Healthcare Inc | -0.3% | — | 不變 |
| 39 | SYK | Stryker CORP | -0.3% | -53.01% | 減碼 |
| 40 | COR | Cencora Inc | -0.3% | EXIT | 清倉 |
| 41 | TTEK | Tetra Tech Inc | -0.3% | — | 不變 |
| 42 | LOW | Lowe's Cos Inc | -0.4% | -6.44% | 減碼 |
| 43 | FUL | H.b. Fuller Co. | -0.4% | — | 不變 |
| 44 | VMC | Vulcan Materials Co | -0.4% | -20.00% | 減碼 |
| 45 | CI | THE Cigna Group | -0.4% | EXIT | 清倉 |
| 46 | WEX | Wex Inc | -0.4% | — | 不變 |
| 47 | EW | Edwards Lifesciences CORP | -0.4% | EXIT | 清倉 |
| 48 | MANH | Manhattan Associates Inc | -0.6% | -20.00% | 減碼 |
| 49 | WCC | Wesco International Inc | -1.6% | EXIT | 清倉 |
| 50 | ICE | Intercontinental Exchange In | -2.4% | -88.32% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Premier Fund Managers Ltd 在 Q4 2024 季度的美股持倉總市值約為 US$11.0億，共申報了 189 個公開持股部位。
在 Q4 2024 季度，Premier Fund Managers Ltd 按市值排列的前三大核心持股分別為：V (3.5%)、GPK (3.3%)、SCI (3.2%)。其中最大持股部位 V 佔據整體投資組合約 3.5% 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
MORN
市值: US$5069.4萬
本季最大獲利了結 / 清倉標的
WCC
前期市值: US$4366.7萬
在 Q4 2024 季度中，Premier Fund Managers Ltd 共進行了 37 項持倉異動，包含新建倉 10 個部位、加碼 8 個部位、減碼 11 個部位以及清倉 8 個部位。 其中最大新建倉標的為 MORN。 本季清倉部位包含 WCC。
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。