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
408 檔
28.4%
在 Q4 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 408 檔。
數據顯示 Ransom Advisory, Ltd 於 Q4 2024 季度持續回收資金，對 30 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, GOOGL）累計市值佔比達 28.4%，是驅動 Ransom Advisory, Ltd 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 408 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 | 10.41% | -0.80% | -2.85% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.40% | -2.12% | -0.61% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.13% | +0.62% | -0.25% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.69% | -0.93% | -2.67% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.54% | -0.45% | -0.80% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.79% | +0.20% | -0.62% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.61% | -0.16% | -0.40% | |
| 8 | ETN | Eaton Corporation plc | 股票-工業 | 1.92% | +1.53% | NEW | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 1.87% | -0.48% | -0.95% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.72% | -0.08% | — | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.69% | -0.09% | +1.40% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.66% | -0.33% | +0.47% | |
| 13 | HON | Honeywell International Inc | 股票-工業 | 1.58% | — | -0.98% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.49% | — | -0.88% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | — | -0.36% | |
| 16 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.41% | — | +5.68% | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.30% | — | -0.86% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.23% | -0.06% | -1.42% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.12% | +0.02% | — | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.10% | — | +1.51% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 1.09% | — | — | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.02% | — | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.96% | +0.78% | NEW | |
| 24 | PNC | Pnc Financial Services Group | 股票-金融 | 0.96% | -0.02% | — | |
| 25 | MET | Metlife Inc | 股票-金融 | 0.91% | — | -1.22% | |
| 26 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.90% | — | -13.57% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.89% | — | +1.38% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.86% | — | +0.97% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.81% | -0.01% | -2.20% | |
| 30 | AXP | American Express Co | 股票-金融 | 0.81% | — | — | |
| 31 | EMR | Emerson Electric Co | 股票-工業 | 0.79% | — | -2.57% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | +0.02% | -1.18% | |
| 33 | TT | Trane Technologies plc | 股票-工業 | 0.69% | +0.52% | NEW | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.66% | +0.66% | NEW | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.66% | — | -7.91% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.64% | +0.02% | +4.58% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.63% | — | +1.43% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | — | -2.48% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.60% | — | +8.05% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事業 | 0.52% | — | — | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.50% | — | -4.55% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.49% | — | — | |
| 43 | FDX | Fedex CORP | 股票-工業 | 0.48% | — | — | |
| 44 | DE | Deere & Co | 股票-工業 | 0.48% | — | +2.93% | |
| 45 | CFG | Citizens Financial Group | 股票-金融 | 0.48% | — | -1.15% | |
| 46 | C | Citigroup Inc | 股票-金融 | 0.46% | — | -8.03% | |
| 47 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.46% | — | -3.82% | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.44% | — | — | |
| 49 | EVR | Evercore Inc - A | 股票-金融 | 0.44% | — | -17.86% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.42% | +0.13% | +63.61% |
| # | 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 | +0.6% | -0.25% | 減碼 |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | -0.80% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -0.62% | 減碼 |
| 4 | AAPL | Apple Inc | +0.3% | -2.85% | 減碼 |
| 5 | NVDA | Nvidia CORP | +0.3% | -2.67% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.3% | +1.40% | 加碼 |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | — | 不變 |
| 8 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +247500.00% | 加碼 |
| 9 | V | Visa Inc-class A Shares | +0.2% | -0.36% | 減碼 |
| 10 | LLY | Eli Lilly & Co | +0.1% | +63.61% | 加碼 |
| 11 | HON | Honeywell International Inc | +0.1% | -0.98% | 減碼 |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -1.42% | 減碼 |
| 13 | ADBE | Adobe Inc | +0.1% | +68.02% | 加碼 |
| 14 | BAC | Bank Of America CORP | +0.1% | — | 不變 |
| 15 | WFC | Wells Fargo & Co | +0.1% | -7.91% | 減碼 |
| 16 | LULU | Lululemon Athletica Inc | +0.1% | -3.00% | 減碼 |
| 17 | EMR | Emerson Electric Co | +0.1% | -2.57% | 減碼 |
| 18 | AXP | American Express Co | +0.1% | — | 不變 |
| 19 | DIS | Walt Disney Co/the | +0.1% | -2.48% | 減碼 |
| 20 | MA | Mastercard Inc - A | +0.1% | +1.38% | 加碼 |
| 21 | WASH | Washington Trust Bancorp | -0.1% | -77.32% | 減碼 |
| 22 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -20.24% | 減碼 |
| 23 | DVN | Devon Energy CORP | -0.1% | -52.68% | 減碼 |
| 24 | EVR | Evercore Inc - A | -0.1% | -17.86% | 減碼 |
| 25 | HSY | Hershey Co/the | -0.1% | -76.78% | 減碼 |
| 26 | MRK | Merck & Co. Inc. | -0.1% | +4.58% | 加碼 |
| 27 | FCX | Freeport-mcmoran Inc | -0.1% | — | 不變 |
| 28 | XOM | Exxon Mobil CORP | -0.1% | -1.18% | 減碼 |
| 29 | TT | Trane Technologies plc | -0.1% | -4.69% | 減碼 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.40% | 減碼 |
| 31 | VZ | Verizon Communications Inc | -0.1% | -13.82% | 減碼 |
| 32 | PEP | Pepsico Inc | -0.1% | +5.68% | 加碼 |
| 33 | AMD | Advanced Micro Devices | -0.1% | -22.21% | 減碼 |
| 34 | ELV | Elevance Health Inc | -0.1% | -9.43% | 減碼 |
| 35 | ABBV | Abbvie Inc | -0.1% | +1.51% | 加碼 |
| 36 | MCD | Mcdonald's CORP | -0.1% | -0.88% | 減碼 |
| 37 | LMT | Lockheed Martin CORP | -0.1% | +1.43% | 加碼 |
| 38 | HD | Home Depot Inc | -0.1% | -0.95% | 減碼 |
| 39 | JNJ | Johnson & Johnson | -0.1% | -2.20% | 減碼 |
| 40 | NEE | Nextera Energy Inc | -0.2% | +0.97% | 加碼 |
| 41 | LOW | Lowe's Cos Inc | -0.2% | -0.86% | 減碼 |
| 42 | CVS | Cvs Health CORP | -0.2% | -3.82% | 減碼 |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.2% | — | 不變 |
| 44 | NKE | Nike Inc -cl B | -0.3% | -13.57% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.4% | -0.61% | 減碼 |
| 46 | BLK | Blackrock Inc | — | NEW | 新建倉 |
| 47 | HII | Huntington Ingalls Industrie | — | NEW | 新建倉 |
| 48 | SCHR | Schwab Intermediate-term US | — | NEW | 新建倉 |
| 49 | SHOP | Shopify Inc - Class A | — | EXIT | 清倉 |
| 50 | SDS | ProShares UltraShort S&P500 | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Ransom Advisory, Ltd 在 Q4 2024 季度的美股持倉總市值約為 US$2.5億，共申報了 408 個公開持股部位。
在 Q4 2024 季度，Ransom Advisory, Ltd 按市值排列的前三大核心持股分別為：AAPL (10.4%)、MSFT (9.4%)、GOOGL (5.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.4% 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
BLK
市值: US$238.1萬
本季最大獲利了結 / 清倉標的
SHOP
前期市值: US$14.8萬
在 Q4 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 10 個部位、減碼 30 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 SHOP。
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。