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: 0001770632
申報總市值
US$66.5億
US$66.5億
124 檔
22.3%
在 Q3 2024 申報期間，Quilter Plc（CIK: 0001770632）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$66.5億，共持有 124 個公開申報部位。
Quilter Plc 於 Q3 2024 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 28 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Quilter Plc 的前 5 大核心持股（包含 MSFT, AMZN, BRK-B 等）合計佔整體申報市值的 22.3%，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 | MSFT | Microsoft CORP | 股票-科技 | 8.68% | -1.08% | +5.28% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.27% | -0.07% | +9.03% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.51% | -1.34% | +51.31% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.42% | -0.05% | +5.32% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.38% | -0.03% | +8.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.71% | +0.75% | -7.03% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.70% | +0.81% | +11.00% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.26% | -0.06% | -1.79% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 3.03% | +3.51% | +3.91% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.73% | -0.14% | +0.37% | |
| 11 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.45% | +1.97% | +0.02% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.34% | — | +14.12% | |
| 13 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.29% | -0.20% | +8.71% | |
| 14 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.05% | -0.57% | +2.30% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.03% | -0.11% | +12.68% | |
| 16 | INTU | Intuit Inc | 股票-科技 | 2.00% | -1.47% | -0.03% | |
| 17 | ARES | Ares Management CORP - A | 股票-金融 | 2.00% | -0.31% | -1.58% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 1.92% | -1.01% | +26.14% | |
| 19 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.89% | -0.05% | +6.38% | |
| 20 | URI | United Rentals Inc | 股票-工業 | 1.86% | +0.02% | -3.32% | |
| 21 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.84% | -0.50% | +0.85% | |
| 22 | EMR | Emerson Electric Co | 股票-工業 | 1.75% | — | +8.35% | |
| 23 | ROK | Rockwell Automation Inc | 股票-工業 | 1.71% | +0.45% | +2.65% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.46% | -0.47% | +8.54% | |
| 25 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.30% | -0.13% | +0.85% | |
| 26 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.27% | -0.97% | +6.22% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.27% | +0.11% | +1.27% | |
| 28 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.20% | -1.00% | +7.16% | |
| 29 | EQIX | Equinix Inc | 股票-房地產 | 1.17% | -0.20% | +11.06% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.07% | -0.12% | +2.40% | |
| 31 | SPGI | S&p Global Inc | 股票-金融 | 1.00% | -0.13% | -4.77% | |
| 32 | MKL | Markel Group Inc | 股票-金融 | 0.99% | +0.05% | +10.78% | |
| 33 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.95% | -0.04% | +9.82% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | -0.27% | +2.98% | |
| 35 | PFE | Pfizer Inc | 股票-醫療保健 | 0.89% | -0.11% | -10.98% | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 0.87% | -0.04% | -3.53% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.86% | -0.07% | +2.71% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.86% | -0.03% | -2.67% | |
| 39 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.70% | -0.02% | -0.72% | |
| 40 | XYL | Xylem Inc | 股票-工業 | 0.59% | -0.06% | -1.95% | |
| 41 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.59% | -0.06% | -0.46% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.53% | -0.02% | -5.64% | |
| 43 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.49% | -0.05% | — | |
| 44 | HON | Honeywell International Inc | 股票-工業 | 0.46% | -1.37% | EXIT | |
| 45 | WAT | Waters CORP | 股票-醫療保健 | 0.45% | +0.02% | -1.61% | |
| 46 | WM | Waste Management Inc | 股票-工業 | 0.43% | -0.05% | -1.67% | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.42% | -0.05% | -3.76% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.41% | +0.94% | -0.77% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | +0.05% | -17.57% | |
| 50 | ECL | Ecolab Inc | 股票-原物料 | 0.36% | -0.02% | +0.20% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +2% | +51.31% | 加碼 |
| 2 | FERG | Ferguson Enterprises Inc | +0.5% | NEW | 新建倉 |
| 3 | NFLX | Netflix Inc | +0.3% | +26.14% | 加碼 |
| 4 | AAPL | Apple Inc | +0.3% | +5.32% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +12.68% | 加碼 |
| 6 | EQIX | Equinix Inc | +0.2% | +11.06% | 加碼 |
| 7 | URI | United Rentals Inc | +0.2% | -3.32% | 減碼 |
| 8 | V | Visa Inc-class A Shares | +0.2% | +8.70% | 加碼 |
| 9 | TMUS | T-mobile US Inc | +0.1% | +0.85% | 加碼 |
| 10 | ZTS | Zoetis Inc | +0.1% | +7.16% | 加碼 |
| 11 | NEE | Nextera Energy Inc | +0.1% | +2.40% | 加碼 |
| 12 | KO | Coca-cola Co/the | +0.1% | +2.30% | 加碼 |
| 13 | ARES | Ares Management CORP - A | +0.1% | -1.58% | 減碼 |
| 14 | CP | Canadian Pacific Kansas City | +0.1% | +6.38% | 加碼 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +14.12% | 加碼 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.37% | 加碼 |
| 17 | WAT | Waters CORP | +0.1% | -1.61% | 減碼 |
| 18 | MDLZ | Mondelez International Inc-a | 0% | +0.85% | 加碼 |
| 19 | NKE | Nike Inc -cl B | 0% | -0.72% | 減碼 |
| 20 | SBS | Cia Saneamento Basico De-adr | 0% | +2.20% | 加碼 |
| 21 | MRSH | Marsh & Mclennan Cos | 0% | +6.22% | 加碼 |
| 22 | MAR | Marriott International -cl A | 0% | +9.82% | 加碼 |
| 23 | TSLA | Tesla Inc | 0% | -5.91% | 減碼 |
| 24 | LLY | Eli Lilly & Co | 0% | +27.77% | 加碼 |
| 25 | AWK | American Water Works Co Inc | 0% | -0.46% | 減碼 |
| 26 | CAT | Caterpillar Inc | 0% | -3.83% | 減碼 |
| 27 | DHR | Danaher CORP | 0% | +0.96% | 加碼 |
| 28 | HD | Home Depot Inc | 0% | -2.21% | 減碼 |
| 29 | SPGI | S&p Global Inc | — | -4.77% | 減碼 |
| 30 | MKL | Markel Group Inc | — | +10.78% | 加碼 |
| 31 | SYK | Stryker CORP | — | +2.71% | 加碼 |
| 32 | AXP | American Express Co | — | -5.64% | 減碼 |
| 33 | NVDA | Nvidia CORP | 0% | +11.00% | 加碼 |
| 34 | UNP | Union Pacific CORP | 0% | -2.67% | 減碼 |
| 35 | EMR | Emerson Electric Co | 0% | +8.35% | 加碼 |
| 36 | XOM | Exxon Mobil CORP | 0% | +2.98% | 加碼 |
| 37 | DG | Dollar General CORP | 0% | -32.13% | 減碼 |
| 38 | HON | Honeywell International Inc | -0.1% | -2.64% | 減碼 |
| 39 | ADBE | Adobe Inc | -0.1% | -3.76% | 減碼 |
| 40 | DIS | Walt Disney Co/the | -0.1% | -15.48% | 減碼 |
| 41 | CVX | Chevron CORP | -0.1% | +8.54% | 加碼 |
| 42 | AMD | Advanced Micro Devices | -0.1% | +3.91% | 加碼 |
| 43 | MU | Micron Technology Inc | -0.2% | -0.77% | 減碼 |
| 44 | PFE | Pfizer Inc | -0.2% | -10.98% | 減碼 |
| 45 | GOOG | Alphabet Inc-cl C | -0.2% | -17.57% | 減碼 |
| 46 | JPM | Jpmorgan Chase & Co | -0.2% | -1.79% | 減碼 |
| 47 | AMZN | Amazon.com Inc | -0.3% | +9.03% | 加碼 |
| 48 | INTU | Intuit Inc | -0.3% | -0.03% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.7% | +5.28% | 加碼 |
| 50 | GOOGL | Alphabet Inc-cl A | -1.1% | -7.03% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Quilter Plc 在 Q3 2024 季度的美股持倉總市值約為 US$66.5億，共申報了 124 個公開持股部位。
在 Q3 2024 季度，Quilter Plc 按市值排列的前三大核心持股分別為：MSFT (8.7%)、AMZN (6.3%)、BRK-B (5.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.7% 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
FERG
市值: US$2395.2萬
本季最大獲利了結 / 清倉標的
GOOGL
前期市值: US$2.1億
在 Q3 2024 季度中，Quilter Plc 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 28 個部位、減碼 21 個部位以及清倉 0 個部位。 其中最大新建倉標的為 FERG。
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。