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
411 檔
27.1%
Q3 2024 季度申報顯示，Ransom Advisory, Ltd 揭露的美股組合總市值為 US$2.5億，涵蓋 411 個不同之權益投資部位。
在 Q3 2024，Ransom Advisory, Ltd 展現出較為審慎的避險與獲利了結姿態。本季共減碼 27 個部位並完全清倉 0 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Ransom Advisory, Ltd 的前 5 大持股（包含 AAPL, MSFT, GOOGL）貢獻了組合市值的 27.1%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 411 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 | 10.14% | -0.80% | -1.86% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.82% | -2.12% | +27.09% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.58% | +0.62% | -0.10% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.43% | -0.93% | +0.48% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.19% | -0.45% | -2.19% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.70% | -0.16% | -2.71% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.50% | +0.20% | +9.57% | |
| 8 | ETN | Eaton Corporation plc | 股票-工業 | 2.00% | +1.53% | NEW | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 2.00% | -0.48% | -1.54% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.74% | -0.33% | +0.70% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.61% | — | — | |
| 12 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.52% | — | -0.39% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.51% | -0.08% | +0.62% | |
| 14 | HON | Honeywell International Inc | 股票-工業 | 1.48% | — | — | |
| 15 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.46% | — | -0.64% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.44% | -0.09% | -3.40% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.36% | +0.02% | -3.10% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.26% | — | -1.01% | |
| 19 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.23% | — | -2.29% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.22% | — | -0.17% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.14% | -0.06% | -3.23% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.02% | — | -1.81% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.98% | +0.78% | NEW | |
| 24 | MET | Metlife Inc | 股票-金融 | 0.95% | — | -0.81% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.95% | -0.01% | -2.16% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | — | -4.07% | |
| 27 | PNC | Pnc Financial Services Group | 股票-金融 | 0.94% | -0.02% | -1.81% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.84% | +0.02% | -1.30% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.84% | — | -1.36% | |
| 30 | TT | Trane Technologies plc | 股票-工業 | 0.78% | +0.52% | NEW | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 0.76% | — | -2.62% | |
| 32 | AXP | American Express Co | 股票-金融 | 0.75% | — | — | |
| 33 | EMR | Emerson Electric Co | 股票-工業 | 0.73% | — | +26.51% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.72% | +0.02% | +10.22% | |
| 35 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.68% | — | +4.09% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.68% | +0.66% | NEW | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.58% | — | +14.78% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | +7.99% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事業 | 0.56% | — | -0.48% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | — | +0.83% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.50% | — | -4.75% | |
| 42 | EVR | Evercore Inc - A | 股票-金融 | 0.50% | — | — | |
| 43 | FDX | Fedex CORP | 股票-工業 | 0.48% | — | -2.09% | |
| 44 | BX | Blackstone Inc | 股票-金融 | 0.47% | — | -7.71% | |
| 45 | DE | Deere & Co | 股票-工業 | 0.47% | — | +9.14% | |
| 46 | CFG | Citizens Financial Group | 股票-金融 | 0.46% | — | -6.45% | |
| 47 | C | Citigroup Inc | 股票-金融 | 0.46% | — | -1.49% | |
| 48 | ROP | Roper Technologies Inc | 股票-科技 | 0.42% | — | — | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.41% | — | -7.79% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.41% | — | -2.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +27.09% | 加碼 |
| 2 | LOW | Lowe's Cos Inc | +0.2% | -0.64% | 減碼 |
| 3 | MCD | Mcdonald's CORP | +0.2% | — | 不變 |
| 4 | HD | Home Depot Inc | +0.2% | -1.54% | 減碼 |
| 5 | AAPL | Apple Inc | +0.1% | -1.86% | 減碼 |
| 6 | EMR | Emerson Electric Co | +0.1% | +26.51% | 加碼 |
| 7 | NEE | Nextera Energy Inc | +0.1% | -1.81% | 減碼 |
| 8 | LMT | Lockheed Martin CORP | +0.1% | -2.62% | 減碼 |
| 9 | ABBV | Abbvie Inc | +0.1% | -0.17% | 減碼 |
| 10 | NKE | Nike Inc -cl B | +0.1% | -2.29% | 減碼 |
| 11 | MET | Metlife Inc | +0.1% | -0.81% | 減碼 |
| 12 | PNC | Pnc Financial Services Group | +0.1% | -1.81% | 減碼 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -2.71% | 減碼 |
| 14 | TT | Trane Technologies plc | +0.1% | -1.16% | 減碼 |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +0.89% | 加碼 |
| 16 | AMD | Advanced Micro Devices | +0.1% | +43.99% | 加碼 |
| 17 | VGIT | Vanguard Intermediate-term T | +0.1% | +12000.00% | 加碼 |
| 18 | AXP | American Express Co | +0.1% | — | 不變 |
| 19 | IBM | Intl Business Machines CORP | +0.1% | -4.75% | 減碼 |
| 20 | EVR | Evercore Inc - A | +0.1% | — | 不變 |
| 21 | DE | Deere & Co | +0.1% | +9.14% | 加碼 |
| 22 | MMM | 3m Co | +0.1% | -6.39% | 減碼 |
| 23 | GIS | General Mills Inc | +0.1% | +11.87% | 加碼 |
| 24 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +13.85% | 加碼 |
| 25 | STZ | Constellation Brands Inc-a | +0.1% | +94.74% | 加碼 |
| 26 | GS | Goldman Sachs Group Inc | 0% | +0.62% | 加碼 |
| 27 | ORCL | Oracle CORP | 0% | — | 不變 |
| 28 | SHW | Sherwin-williams Co/the | 0% | — | 不變 |
| 29 | WEC | Wec Energy Group Inc | 0% | +2.16% | 加碼 |
| 30 | MA | Mastercard Inc - A | 0% | -1.36% | 減碼 |
| 31 | DUK | Duke Energy CORP | 0% | -0.48% | 減碼 |
| 32 | BX | Blackstone Inc | 0% | -7.71% | 減碼 |
| 33 | TMO | Thermo Fisher Scientific Inc | 0% | -3.10% | 減碼 |
| 34 | JNJ | Johnson & Johnson | 0% | -2.16% | 減碼 |
| 35 | CVS | Cvs Health CORP | 0% | +4.09% | 加碼 |
| 36 | WMT | Walmart Inc | 0% | -4.05% | 減碼 |
| 37 | CSCO | Cisco Systems Inc | 0% | -3.23% | 減碼 |
| 38 | ETN | Eaton Corporation plc | 0% | +0.78% | 加碼 |
| 39 | PG | Procter & Gamble Co/the | 0% | +0.70% | 加碼 |
| 40 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.1% | -58.82% | 減碼 |
| 41 | FDX | Fedex CORP | -0.1% | -2.09% | 減碼 |
| 42 | JPM | Jpmorgan Chase & Co | -0.2% | -2.19% | 減碼 |
| 43 | TSLA | Tesla Inc | -0.2% | -75.43% | 減碼 |
| 44 | AMZN | Amazon.com Inc | -0.2% | -3.40% | 減碼 |
| 45 | SBUX | Starbucks CORP | -0.3% | -68.93% | 減碼 |
| 46 | NVDA | Nvidia CORP | -0.4% | +0.48% | 加碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.8% | -0.10% | 減碼 |
| 48 | ADBE | Adobe Inc | — | NEW | 新建倉 |
| 49 | SDS | ProShares UltraShort S&P500 | — | NEW | 新建倉 |
| 50 | ARM | Arm Holdings Plc-adr | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Ransom Advisory, Ltd 在 Q3 2024 季度的美股持倉總市值約為 US$2.5億，共申報了 411 個公開持股部位。
在 Q3 2024 季度，Ransom Advisory, Ltd 按市值排列的前三大核心持股分別為：AAPL (10.1%)、MSFT (9.8%)、GOOGL (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.1% 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。
本季最大新建倉標的
ADBE
市值: US$44.5萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$1998.2萬
在 Q3 2024 季度中，Ransom Advisory, Ltd 共進行了 45 項持倉異動，包含新建倉 3 個部位、加碼 15 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 ADBE。
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。