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: 0002065136
申報總市值
US$2.5億
US$2.5億
404 檔
25.3%
在 Q2 2024 的 13F 官方備案中，Ransom Advisory, Ltd 管理的美股投資組合規模來到 US$2.5億，整體持股檔數為 404 檔。
Ransom Advisory, Ltd 於 Q2 2024 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 27 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，Ransom Advisory, Ltd 的前 5 大核心持股（包含 AAPL, MSFT, GOOGL 等）合計佔整體申報市值的 25.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 404 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 | AAPL | Apple Inc | 股票-科技 | 10.02% | -0.80% | +1.42% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.61% | -2.12% | +3.37% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.41% | +0.62% | -0.74% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.81% | -0.93% | +1012.86% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.36% | -0.45% | +1.16% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.69% | +0.20% | -1.96% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.63% | -0.16% | +0.18% | |
| 8 | ETN | Eaton Corporation plc | 股票-工業 | 2.01% | +1.53% | NEW | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 1.85% | -0.48% | +1.83% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.76% | -0.33% | +0.59% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.65% | -0.09% | +1.79% | |
| 12 | HON | Honeywell International Inc | 股票-工業 | 1.64% | — | +0.16% | |
| 13 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.59% | — | +7.94% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.47% | -0.08% | — | |
| 15 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.44% | — | — | |
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.34% | +0.02% | +1.40% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | — | -1.49% | |
| 18 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.29% | — | +0.02% | |
| 19 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.15% | — | +0.80% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.14% | — | +1.39% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.13% | -0.06% | +1.52% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.05% | — | +1.64% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.00% | +0.78% | NEW | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | -0.01% | +3.30% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.93% | — | +7.85% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | +0.02% | +4.50% | |
| 27 | MET | Metlife Inc | 股票-金融 | 0.87% | — | -1.20% | |
| 28 | PNC | Pnc Financial Services Group | 股票-金融 | 0.86% | -0.02% | +6.12% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.81% | — | -0.43% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.76% | +0.02% | -1.39% | |
| 31 | TT | Trane Technologies plc | 股票-工業 | 0.71% | +0.52% | NEW | |
| 32 | AXP | American Express Co | 股票-金融 | 0.69% | — | — | |
| 33 | LMT | Lockheed Martin CORP | 股票-工業 | 0.67% | — | -0.35% | |
| 34 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.66% | — | -8.72% | |
| 35 | EMR | Emerson Electric Co | 股票-工業 | 0.62% | — | — | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.61% | — | +1.97% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.61% | +0.66% | NEW | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | — | -1.60% | |
| 39 | FDX | Fedex CORP | 股票-工業 | 0.58% | — | -1.29% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.57% | — | -1.53% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事業 | 0.53% | — | — | |
| 42 | C | Citigroup Inc | 股票-金融 | 0.50% | — | -0.94% | |
| 43 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.47% | — | +28.96% | |
| 44 | CFG | Citizens Financial Group | 股票-金融 | 0.46% | — | -1.92% | |
| 45 | ROP | Roper Technologies Inc | 股票-科技 | 0.45% | — | +5.96% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.45% | — | -0.64% | |
| 47 | BX | Blackstone Inc | 股票-金融 | 0.44% | — | — | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.44% | — | -3.59% | |
| 49 | EVR | Evercore Inc - A | 股票-金融 | 0.44% | — | — | |
| 50 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.44% | — | +2.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.5% | +1.42% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.5% | +1012.86% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.74% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.3% | +3.37% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -1.96% | 減碼 |
| 6 | NEE | Nextera Energy Inc | +0.1% | +7.85% | 加碼 |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +490.00% | 加碼 |
| 8 | PANW | Palo Alto Networks Inc | +0.1% | +8.82% | 加碼 |
| 9 | UNH | Unitedhealth Group Inc | +0.1% | +131.98% | 加碼 |
| 10 | ORCL | Oracle CORP | +0.1% | +14.10% | 加碼 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +157.11% | 加碼 |
| 12 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +67.69% | 加碼 |
| 13 | AMZN | Amazon.com Inc | 0% | +1.79% | 加碼 |
| 14 | VIG | Vanguard Dividend Apprec ETF | 0% | +26.71% | 加碼 |
| 15 | WMT | Walmart Inc | 0% | +3.75% | 加碼 |
| 16 | GS | Goldman Sachs Group Inc | 0% | — | 不變 |
| 17 | TT | Trane Technologies plc | 0% | +2.23% | 加碼 |
| 18 | SBUX | Starbucks CORP | 0% | +28.96% | 加碼 |
| 19 | BAC | Bank Of America CORP | — | +1.64% | 加碼 |
| 20 | HON | Honeywell International Inc | 0% | +0.16% | 加碼 |
| 21 | MPC | Marathon Petroleum CORP | -0.1% | -36.70% | 減碼 |
| 22 | GIS | General Mills Inc | -0.1% | -6.28% | 減碼 |
| 23 | COP | Conocophillips | -0.1% | -0.64% | 減碼 |
| 24 | AKAM | Akamai Technologies Inc | -0.1% | +0.75% | 加碼 |
| 25 | IBM | Intl Business Machines CORP | -0.1% | -3.59% | 減碼 |
| 26 | SHW | Sherwin-williams Co/the | -0.1% | -18.06% | 減碼 |
| 27 | MRK | Merck & Co. Inc. | -0.1% | -1.39% | 減碼 |
| 28 | JNJ | Johnson & Johnson | -0.1% | +3.30% | 加碼 |
| 29 | MET | Metlife Inc | -0.1% | -1.20% | 減碼 |
| 30 | ABBV | Abbvie Inc | -0.1% | +1.39% | 加碼 |
| 31 | MA | Mastercard Inc - A | -0.1% | -0.43% | 減碼 |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | +1.16% | 加碼 |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.1% | +1.40% | 加碼 |
| 34 | FSLR | First Solar Inc | -0.2% | -89.53% | 減碼 |
| 35 | CMI | Cummins Inc | -0.2% | -33.77% | 減碼 |
| 36 | BMY | Bristol-myers Squibb Co | -0.2% | +0.52% | 加碼 |
| 37 | DIS | Walt Disney Co/the | -0.2% | -1.60% | 減碼 |
| 38 | V | Visa Inc-class A Shares | -0.2% | -1.49% | 減碼 |
| 39 | INTC | Intel CORP | -0.2% | -38.38% | 減碼 |
| 40 | MCD | Mcdonald's CORP | -0.3% | — | 不變 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.18% | 加碼 |
| 42 | LOW | Lowe's Cos Inc | -0.3% | +0.02% | 加碼 |
| 43 | HD | Home Depot Inc | -0.3% | +1.83% | 加碼 |
| 44 | ETN | Eaton Corporation plc | -0.3% | -7.58% | 減碼 |
| 45 | NKE | Nike Inc -cl B | -0.4% | +0.80% | 加碼 |
| 46 | CVS | Cvs Health CORP | -0.4% | -8.72% | 減碼 |
| 47 | LULU | Lululemon Athletica Inc | — | NEW | 新建倉 |
| 48 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | — | NEW | 新建倉 |
| 50 | CBOE | Cboe Global Markets Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Ransom Advisory, Ltd 在 Q2 2024 季度的美股持倉總市值約為 US$2.5億，共申報了 404 個公開持股部位。
在 Q2 2024 季度，Ransom Advisory, Ltd 按市值排列的前三大核心持股分別為：AAPL (10.0%)、MSFT (8.6%)、GOOGL (5.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.0% 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
LULU
市值: US$49.7萬
本季最大獲利了結 / 清倉標的
GOOGL
前期市值: US$900.4萬
在 Q2 2024 季度中，Ransom Advisory, Ltd 共進行了 48 項持倉異動，包含新建倉 4 個部位、加碼 27 個部位、減碼 17 個部位以及清倉 0 個部位。 其中最大新建倉標的為 LULU。
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。