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: 0001977290
申報總市值
US$16.0億
US$16.0億
214 檔
44.6%
截至 Q4 2024 季度末，Quintet Private Bank 的美股持倉估值約為 US$16.0億，全數申報部位共有 214 檔。
在 Q4 2024，Quintet Private Bank 進行了溫和的常態性持倉調整（包含新建倉 3 檔、加碼 24 檔、減碼 23 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MSFT, GOOGL）占據了總市值的 44.6%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 214 檔）
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 11.95% | -0.52% | -3.45% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 11.27% | -0.77% | +7.04% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.97% | +1.01% | +13.98% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.73% | -0.05% | +11.17% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.47% | +0.11% | -1.52% | |
| 6 | DIS | Walt Disney Co/the | 股票-通訊服務 | 4.13% | -0.83% | +3.41% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 4.03% | +0.24% | +2.47% | |
| 8 | PYPL | Paypal Holdings Inc | 股票-金融 | 3.57% | -0.02% | +15.07% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.36% | +0.30% | -10.49% | |
| 10 | NOW | Servicenow Inc | 股票-科技 | 2.34% | -0.20% | +3.63% | |
| 11 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.31% | +1.66% | +103.40% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.29% | -0.06% | -22.34% | |
| 13 | NKE | Nike Inc -cl B | 股票-循環性消費 | 2.23% | +0.01% | -2.99% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.07% | +1.86% | NEW | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 2.04% | -0.91% | -1.44% | |
| 16 | ADBE | Adobe Inc | 股票-科技 | 1.94% | -0.01% | +6.90% | |
| 17 | WM | Waste Management Inc | 股票-工業 | 1.71% | -0.29% | +7.30% | |
| 18 | XYL | Xylem Inc | 股票-工業 | 1.69% | -0.17% | +30.11% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.56% | +0.23% | +743.33% | |
| 20 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.54% | -0.47% | -19.18% | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.52% | -0.11% | +1.36% | |
| 22 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.43% | -0.15% | +4.80% | |
| 23 | SNPS | Synopsys Inc | 股票-科技 | 1.40% | — | +6.15% | |
| 24 | AMT | American Tower CORP | 股票-房地產 | 1.40% | -0.24% | +11.16% | |
| 25 | FTV | Fortive CORP | 股票-科技 | 1.31% | — | +4.58% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.20% | -0.60% | +163.19% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.15% | -0.01% | +34.66% | |
| 28 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 1.03% | -0.01% | +8.64% | |
| 29 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.03% | -0.02% | -23.34% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.91% | -0.04% | +2.11% | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 0.91% | — | -24.01% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.86% | -0.06% | +9.61% | |
| 33 | INTU | Intuit Inc | 股票-科技 | 0.67% | -0.05% | -64.58% | |
| 34 | ENPH | Enphase Energy Inc | 股票-科技 | 0.62% | +0.04% | -4.75% | |
| 35 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.50% | -0.02% | +13.33% | |
| 36 | PFE | Pfizer Inc | 股票-醫療保健 | 0.49% | -0.21% | -5.98% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.46% | -0.01% | -4.44% | |
| 38 | CME | Cme Group Inc | 股票-金融 | 0.43% | -0.03% | +12.11% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.39% | -0.01% | -23.52% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.36% | +0.01% | -10.93% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.30% | +0.22% | +7.33% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.29% | -0.30% | -3.56% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | -0.03% | -22.16% | |
| 44 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.26% | -0.15% | +6539.31% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.25% | -0.12% | +26.09% | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.24% | +1.22% | +3.72% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | -0.06% | -22.48% | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.22% | -0.04% | -17.15% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.20% | -0.01% | -17.93% | |
| 50 | T | At&t Inc | 股票-通訊服務 | 0.20% | -1.26% | +46.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.4% | +13.98% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +1.3% | +743.33% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.8% | +11.17% | 加碼 |
| 4 | CVX | Chevron CORP | +0.7% | +163.19% | 加碼 |
| 5 | PYPL | Paypal Holdings Inc | +0.6% | +15.07% | 加碼 |
| 6 | DIS | Walt Disney Co/the | +0.6% | +3.41% | 加碼 |
| 7 | V | Visa Inc-class A Shares | +0.4% | -1.52% | 減碼 |
| 8 | NOW | Servicenow Inc | +0.4% | +3.63% | 加碼 |
| 9 | NVDA | Nvidia CORP | +0.3% | -3.45% | 減碼 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +34.66% | 加碼 |
| 11 | GLD | Spdr Gold Shares | +0.3% | +6539.31% | 加碼 |
| 12 | XYL | Xylem Inc | +0.1% | +30.11% | 加碼 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -1.44% | 減碼 |
| 14 | MSFT | Microsoft CORP | +0.1% | +7.04% | 加碼 |
| 15 | TSLA | Tesla Inc | +0.1% | -24.01% | 減碼 |
| 16 | ORCL | Oracle CORP | +0.1% | NEW | 新建倉 |
| 17 | PANW | Palo Alto Networks Inc | +0.1% | +103.40% | 加碼 |
| 18 | KD | Kyndryl Holdings Inc | +0.1% | NEW | 新建倉 |
| 19 | CEG | Constellation Energy | +0.1% | NEW | 新建倉 |
| 20 | WBD | Warner Bros Discovery Inc | +0.1% | +26.58% | 加碼 |
| 21 | AVGO | Broadcom Inc | +0.1% | +3.72% | 加碼 |
| 22 | T | At&t Inc | +0.1% | +46.07% | 加碼 |
| 23 | MA | Mastercard Inc - A | +0.1% | +26.09% | 加碼 |
| 24 | CME | Cme Group Inc | +0.1% | +12.11% | 加碼 |
| 25 | CRM | Salesforce Inc | +0.1% | -4.44% | 減碼 |
| 26 | WM | Waste Management Inc | — | +7.30% | 加碼 |
| 27 | SBUX | Starbucks CORP | -0.1% | -23.66% | 減碼 |
| 28 | MMM | 3m Co | -0.1% | -42.37% | 減碼 |
| 29 | PEP | Pepsico Inc | -0.1% | -17.93% | 減碼 |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | -99.72% | 減碼 |
| 31 | PFE | Pfizer Inc | -0.1% | -5.98% | 減碼 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | -22.48% | 減碼 |
| 33 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -3.56% | 減碼 |
| 34 | INTC | Intel CORP | -0.1% | -41.78% | 減碼 |
| 35 | JNJ | Johnson & Johnson | -0.1% | -22.16% | 減碼 |
| 36 | KO | Coca-cola Co/the | -0.2% | +2.11% | 加碼 |
| 37 | OTIS | Otis Worldwide CORP | -0.2% | +4.80% | 加碼 |
| 38 | ABBV | Abbvie Inc | -0.2% | -23.52% | 減碼 |
| 39 | ADBE | Adobe Inc | -0.3% | +6.90% | 加碼 |
| 40 | AMT | American Tower CORP | -0.3% | +11.16% | 加碼 |
| 41 | MRK | Merck & Co. Inc. | -0.3% | +1.36% | 加碼 |
| 42 | EL | Estee Lauder Companies-cl A | -0.3% | +8.64% | 加碼 |
| 43 | ISRG | Intuitive Surgical Inc | -0.3% | -19.18% | 減碼 |
| 44 | GOOG | Alphabet Inc-cl C | -0.4% | -22.34% | 減碼 |
| 45 | ENPH | Enphase Energy Inc | -0.5% | -4.75% | 減碼 |
| 46 | A | Agilent Technologies Inc | -0.5% | -23.34% | 減碼 |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.6% | -3.01% | 減碼 |
| 48 | NKE | Nike Inc -cl B | -0.6% | -2.99% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.8% | -10.49% | 減碼 |
| 50 | INTU | Intuit Inc | -1.3% | -64.58% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Quintet Private Bank 在 Q4 2024 季度的美股持倉總市值約為 US$16.0億，共申報了 214 個公開持股部位。
在 Q4 2024 季度，Quintet Private Bank 按市值排列的前三大核心持股分別為：NVDA (11.9%)、MSFT (11.3%)、GOOGL (7.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 11.9% 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
ORCL
市值: US$176.3萬
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$2.0億
在 Q4 2024 季度中，Quintet Private Bank 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 24 個部位、減碼 23 個部位以及清倉 0 個部位。 其中最大新建倉標的為 ORCL。
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。