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
123 檔
23.6%
Q4 2024 季度申報顯示，Quilter Plc 揭露的美股組合總市值為 US$66.5億，涵蓋 123 個不同之權益投資部位。
在 Q4 2024，Quilter Plc 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 22 檔、減碼 27 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
整體而言，Quilter Plc 的前 5 大持股（包含 MSFT, AMZN, AAPL）貢獻了組合市值的 23.6%，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 | 8.54% | -1.08% | +3.77% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.21% | -0.07% | +0.87% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.53% | -0.05% | -1.84% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 4.87% | -0.03% | -0.22% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.82% | -1.34% | -8.23% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.64% | +0.81% | +17.25% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.82% | +0.75% | -6.73% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.48% | -0.06% | -3.09% | |
| 9 | NFLX | Netflix Inc | 股票-通訊服務 | 2.53% | -1.01% | +8.24% | |
| 10 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.48% | +1.97% | +96.48% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.42% | -0.14% | +8.86% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.31% | — | -10.21% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 2.25% | +3.51% | +3.87% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.21% | -0.11% | +10.04% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.20% | -0.20% | +12.92% | |
| 16 | ARES | Ares Management CORP - A | 股票-金融 | 2.18% | -0.31% | -0.83% | |
| 17 | INTU | Intuit Inc | 股票-科技 | 2.02% | -1.47% | +3.30% | |
| 18 | EMR | Emerson Electric Co | 股票-工業 | 1.88% | — | -1.92% | |
| 19 | ROK | Rockwell Automation Inc | 股票-工業 | 1.87% | +0.45% | +6.35% | |
| 20 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.87% | -0.50% | -2.01% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.80% | -0.57% | +4.67% | |
| 22 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.72% | -0.05% | +10.94% | |
| 23 | URI | United Rentals Inc | 股票-工業 | 1.51% | +0.02% | -3.82% | |
| 24 | EQIX | Equinix Inc | 股票-房地產 | 1.33% | -0.20% | +11.19% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 1.33% | +0.11% | -2.27% | |
| 26 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.25% | -0.97% | +6.92% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.23% | -0.47% | -11.49% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | -0.27% | +47.93% | |
| 29 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.14% | -1.00% | +17.86% | |
| 30 | MKL | Markel Group Inc | 股票-金融 | 1.13% | +0.05% | +7.23% | |
| 31 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.09% | -0.04% | +6.29% | |
| 32 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.05% | -0.13% | +3.01% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.04% | -0.12% | +17.92% | |
| 34 | SPGI | S&p Global Inc | 股票-金融 | 0.99% | -0.13% | +6.23% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.93% | -0.04% | -9.71% | |
| 36 | PFE | Pfizer Inc | 股票-醫療保健 | 0.87% | -0.11% | +10.46% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.79% | -0.07% | -4.07% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.75% | -0.03% | -1.62% | |
| 39 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.60% | -0.02% | +3.30% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.53% | -0.02% | -5.51% | |
| 41 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.50% | -0.06% | +2.93% | |
| 42 | XYL | Xylem Inc | 股票-工業 | 0.47% | -0.06% | -4.28% | |
| 43 | WM | Waste Management Inc | 股票-工業 | 0.41% | -0.05% | +0.62% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | +0.05% | -9.65% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.38% | -0.03% | -3.07% | |
| 46 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.38% | -0.05% | -8.18% | |
| 47 | WAT | Waters CORP | 股票-醫療保健 | 0.36% | +0.02% | -18.51% | |
| 48 | HON | Honeywell International Inc | 股票-工業 | 0.36% | -1.37% | EXIT | |
| 49 | ECL | Ecolab Inc | 股票-原物料 | 0.34% | -0.02% | +5.39% | |
| 50 | ADBE | Adobe Inc | 股票-科技 | 0.32% | -0.05% | -7.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.9% | +0.87% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.9% | +17.25% | 加碼 |
| 3 | NFLX | Netflix Inc | +0.6% | +8.24% | 加碼 |
| 4 | V | Visa Inc-class A Shares | +0.5% | -0.22% | 減碼 |
| 5 | XOM | Exxon Mobil CORP | +0.3% | +47.93% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -3.09% | 減碼 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +10.04% | 加碼 |
| 8 | ARES | Ares Management CORP - A | +0.2% | -0.83% | 減碼 |
| 9 | EQIX | Equinix Inc | +0.2% | +11.19% | 加碼 |
| 10 | ROK | Rockwell Automation Inc | +0.2% | +6.35% | 加碼 |
| 11 | MAR | Marriott International -cl A | +0.1% | +6.29% | 加碼 |
| 12 | MKL | Markel Group Inc | +0.1% | +7.23% | 加碼 |
| 13 | EMR | Emerson Electric Co | +0.1% | -1.92% | 減碼 |
| 14 | AAPL | Apple Inc | +0.1% | -1.84% | 減碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -6.73% | 減碼 |
| 16 | BAC | Bank Of America CORP | +0.1% | -2.27% | 減碼 |
| 17 | CRM | Salesforce Inc | +0.1% | -9.71% | 減碼 |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | +56.62% | 加碼 |
| 19 | DAR | Darling Ingredients Inc | 0% | NEW | 新建倉 |
| 20 | PANW | Palo Alto Networks Inc | 0% | +96.48% | 加碼 |
| 21 | TMUS | T-mobile US Inc | 0% | -2.01% | 減碼 |
| 22 | DIS | Walt Disney Co/the | 0% | -3.07% | 減碼 |
| 23 | INTU | Intuit Inc | 0% | +3.30% | 加碼 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 0% | -10.21% | 減碼 |
| 25 | PHYS | Sprott Physical Gold Trust | 0% | -14.47% | 減碼 |
| 26 | CAT | Caterpillar Inc | 0% | -3.27% | 減碼 |
| 27 | HD | Home Depot Inc | 0% | -9.17% | 減碼 |
| 28 | SBS | Cia Saneamento Basico De-adr | 0% | +4.34% | 加碼 |
| 29 | MCD | Mcdonald's CORP | -0.1% | -47.01% | 減碼 |
| 30 | DHR | Danaher CORP | -0.1% | +4.61% | 加碼 |
| 31 | PM | Philip Morris International | -0.1% | -22.59% | 減碼 |
| 32 | SYK | Stryker CORP | -0.1% | -4.07% | 減碼 |
| 33 | AWK | American Water Works Co Inc | -0.1% | +2.93% | 加碼 |
| 34 | WAT | Waters CORP | -0.1% | -18.51% | 減碼 |
| 35 | HON | Honeywell International Inc | -0.1% | -26.03% | 減碼 |
| 36 | ADBE | Adobe Inc | -0.1% | -7.56% | 減碼 |
| 37 | NKE | Nike Inc -cl B | -0.1% | +3.30% | 加碼 |
| 38 | FERG | Ferguson Enterprises Inc | -0.1% | -8.18% | 減碼 |
| 39 | UNP | Union Pacific CORP | -0.1% | -1.62% | 減碼 |
| 40 | MU | Micron Technology Inc | -0.1% | -9.93% | 減碼 |
| 41 | XYL | Xylem Inc | -0.1% | -4.28% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.1% | +3.77% | 加碼 |
| 43 | CP | Canadian Pacific Kansas City | -0.2% | +10.94% | 加碼 |
| 44 | CVX | Chevron CORP | -0.2% | -11.49% | 減碼 |
| 45 | MDLZ | Mondelez International Inc-a | -0.3% | +3.01% | 加碼 |
| 46 | KO | Coca-cola Co/the | -0.3% | +4.67% | 加碼 |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.3% | +8.86% | 加碼 |
| 48 | URI | United Rentals Inc | -0.4% | -3.82% | 減碼 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -8.23% | 減碼 |
| 50 | AMD | Advanced Micro Devices | -0.8% | +3.87% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Quilter Plc 在 Q4 2024 季度的美股持倉總市值約為 US$66.5億，共申報了 123 個公開持股部位。
在 Q4 2024 季度，Quilter Plc 按市值排列的前三大核心持股分別為：MSFT (8.5%)、AMZN (7.2%)、AAPL (5.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.5% 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
DAR
市值: US$202.1萬
本季最大獲利了結 / 清倉標的
BRK-B
前期市值: US$2.7億
在 Q4 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 22 個部位、減碼 27 個部位以及清倉 0 個部位。 其中最大新建倉標的為 DAR。
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。