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: 0001965307
申報總市值
US$1733.3萬
US$1733.3萬
135 檔
192.0%
截至 Q4 2024 季度末，Prossimo Advisors, LLC 的美股持倉估值約為 US$1733.3萬，全數申報部位共有 135 檔。
在 Q4 2024，Prossimo Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 0 個新部位，並對 70 個既有持股進行加碼（合計增持 70 檔），相較減碼與清倉部位顯著佔優。
整體而言，Prossimo Advisors, LLC 的前 5 大持股（包含 MSFT, AAPL, V）貢獻了組合市值的 192.0%，形成該機構在 Q4 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 | 6.14% | -0.14% | -1.43% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.81% | +0.40% | +0.77% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 4.24% | — | +0.06% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.00% | +0.45% | +0.81% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.88% | +0.24% | -0.12% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.86% | +0.96% | +2.94% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.78% | — | +0.14% | |
| 8 | HD | Home Depot Inc | 股票-循環性消費 | 2.00% | — | -0.11% | |
| 9 | CTAS | Cintas CORP | 股票-工業 | 1.97% | -3.30% | EXIT | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.78% | — | +2.71% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.68% | — | +11.99% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | +0.10% | +0.39% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.47% | — | -0.64% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.29% | — | +0.31% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.21% | -0.09% | -0.05% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.20% | -0.81% | +2.13% | |
| 17 | TT | Trane Technologies plc | 股票-工業 | 1.19% | — | +0.72% | |
| 18 | TSLA | Tesla Inc | 股票-循環性消費 | 1.17% | — | +2.39% | |
| 19 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.17% | — | — | |
| 20 | PWR | Quanta Services Inc | 股票-工業 | 1.11% | — | +0.50% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.05% | — | +0.78% | |
| 22 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.99% | — | +0.02% | |
| 23 | WMB | Williams Cos Inc | 股票-能源 | 0.96% | — | +0.19% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 0.91% | — | -9.10% | |
| 25 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.89% | -2.38% | EXIT | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.88% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.87% | — | — | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.87% | — | -2.22% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.85% | — | -0.92% | |
| 30 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.82% | — | +13.11% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.81% | — | +0.96% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | — | -1.72% | |
| 33 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.78% | — | +0.08% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | — | — | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.75% | — | -0.08% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.70% | — | +1.06% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.69% | — | -0.05% | |
| 38 | PAYX | Paychex Inc | 股票-科技 | 0.69% | — | — | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.68% | — | +0.34% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.67% | — | -1.57% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 0.66% | — | -0.21% | |
| 42 | ETR | Entergy CORP | 股票-公用事業 | 0.65% | — | +99.30% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | -0.03% | — | |
| 44 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.64% | — | -6.36% | |
| 45 | FITB | Fifth Third Bancorp | 股票-金融 | 0.62% | — | -0.59% | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.60% | — | +1.59% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.60% | — | -1.82% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | +1.33% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | — | +39.61% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | — | +1.28% |
| # | 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% | -0.12% | 減碼 |
| 2 | V | Visa Inc-class A Shares | +0.5% | +0.06% | 加碼 |
| 3 | LPLA | Lpl Financial Holdings Inc | +0.5% | +69.35% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.81% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.4% | +2.94% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.4% | +2.39% | 加碼 |
| 7 | AAPL | Apple Inc | +0.4% | +0.77% | 加碼 |
| 8 | WMT | Walmart Inc | +0.3% | +11.99% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +0.39% | 加碼 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +39.61% | 加碼 |
| 11 | WMB | Williams Cos Inc | +0.2% | +0.19% | 加碼 |
| 12 | CRM | Salesforce Inc | +0.1% | +0.96% | 加碼 |
| 13 | TJX | Tjx Companies Inc | +0.1% | +13.11% | 加碼 |
| 14 | AVGO | Broadcom Inc | +0.1% | +0.77% | 加碼 |
| 15 | DIS | Walt Disney Co/the | +0.1% | +1.06% | 加碼 |
| 16 | IP | International Paper Co | +0.1% | +14.18% | 加碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不變 |
| 18 | ETR | Entergy CORP | +0.1% | +99.30% | 加碼 |
| 19 | COST | Costco Wholesale CORP | +0.1% | +0.14% | 加碼 |
| 20 | MA | Mastercard Inc - A | +0.1% | -0.64% | 減碼 |
| 21 | PWR | Quanta Services Inc | +0.1% | +0.50% | 加碼 |
| 22 | COF | Capital One Financial CORP | +0.1% | +2.52% | 加碼 |
| 23 | UNM | Unum Group | +0.1% | +0.23% | 加碼 |
| 24 | TMUS | T-mobile US Inc | +0.1% | +0.02% | 加碼 |
| 25 | EMR | Emerson Electric Co | +0.1% | — | 不變 |
| 26 | NI | Nisource Inc | +0.1% | +10.36% | 加碼 |
| 27 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +0.78% | 加碼 |
| 28 | CINF | Cincinnati Financial CORP | 0% | +0.08% | 加碼 |
| 29 | NFLX | Netflix Inc | 0% | -6.28% | 減碼 |
| 30 | ET | Energy Transfer LP | 0% | — | 不變 |
| 31 | C | Citigroup Inc | 0% | +0.34% | 加碼 |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +2.13% | 加碼 |
| 33 | BAC | Bank Of America CORP | 0% | +2.54% | 加碼 |
| 34 | PAYX | Paychex Inc | 0% | — | 不變 |
| 35 | SAP | Sap Se-sponsored Adr | 0% | — | 不變 |
| 36 | USB | US Bancorp | 0% | +0.26% | 加碼 |
| 37 | CFG | Citizens Financial Group | 0% | -0.07% | 減碼 |
| 38 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +14.73% | 加碼 |
| 39 | PANW | Palo Alto Networks Inc | 0% | +100.00% | 加碼 |
| 40 | SRE | Sempra | 0% | +0.45% | 加碼 |
| 41 | MPLX | Mplx LP | 0% | — | 不變 |
| 42 | VBR | Vanguard Small-cap Value ETF | 0% | +2.71% | 加碼 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不變 |
| 44 | T | At&t Inc | 0% | +0.00% | 加碼 |
| 45 | EPD | Enterprise Products Partners | 0% | — | 不變 |
| 46 | CME | Cme Group Inc | 0% | +0.59% | 加碼 |
| 47 | EQIX | Equinix Inc | 0% | -0.61% | 減碼 |
| 48 | AMGN | Amgen Inc | 0% | +27.26% | 加碼 |
| 49 | RF | Regions Financial CORP | 0% | +2.28% | 加碼 |
| 50 | PH | Parker Hannifin CORP | 0% | +1.04% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Prossimo Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$1733.3萬，共申報了 135 個公開持股部位。
在 Q4 2024 季度，Prossimo Advisors, LLC 按市值排列的前三大核心持股分別為：MSFT (6.1%)、AAPL (5.8%)、V (4.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.1% 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。
本季最大獲利了結 / 清倉標的
IPG
前期市值: US$31.7萬
在 Q4 2024 季度中，Prossimo Advisors, LLC 共進行了 116 項持倉異動，包含新建倉 0 個部位、加碼 70 個部位、減碼 41 個部位以及清倉 5 個部位。 本季清倉部位包含 IPG。
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。