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: 0001351991
申報總市值
US$271.4億
US$271.4億
605 檔
17.4%
在 Q3 2024 的 13F 官方備案中，Rathbones Group PLC 管理的美股投資組合規模來到 US$271.4億，整體持股檔數為 605 檔。
Q3 2024 數據顯示 Rathbones Group PLC 積極進場，新開立 1 個部位並同步加碼 38 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Rathbones Group PLC 的前 5 大核心持股（包含 MSFT, V, AMZN 等）合計佔整體申報市值的 17.4%，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 605 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 | MSFT | Microsoft CORP | 股票-科技 | 7.29% | -0.64% | +4.41% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 4.74% | -0.14% | +2.41% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.73% | -0.13% | +4.40% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.64% | +0.13% | +2.48% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.48% | +0.08% | -4.95% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.88% | -0.09% | +3.12% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.83% | +0.19% | +1.87% | |
| 8 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.33% | -0.14% | +3.47% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.21% | -0.22% | +2.75% | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.97% | -0.14% | +1.88% | |
| 11 | ACN | Accenture plc | 股票-科技 | 1.83% | -0.49% | +4.78% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.81% | — | +3.33% | |
| 13 | CME | Cme Group Inc | 股票-金融 | 1.47% | -0.39% | +0.33% | |
| 14 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.46% | -0.37% | +1.36% | |
| 15 | ADBE | Adobe Inc | 股票-科技 | 1.41% | -0.09% | +2.61% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.38% | -0.17% | +0.57% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.34% | -0.25% | -1.87% | |
| 18 | SPGI | S&p Global Inc | 股票-金融 | 1.31% | -0.30% | +1.84% | |
| 19 | LIN | Linde plc | 股票-原物料 | 1.30% | -0.20% | +0.95% | |
| 20 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.20% | -0.21% | -0.19% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.17% | -0.30% | +0.91% | |
| 22 | APH | Amphenol Corp-cl A | 股票-科技 | 1.11% | +0.40% | +1.03% | |
| 23 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.02% | -0.45% | -0.07% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.99% | -0.12% | -2.41% | |
| 25 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.98% | -0.12% | +3.79% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | -0.11% | +5.36% | |
| 27 | EQIX | Equinix Inc | 股票-房地產 | 0.89% | -0.12% | +3.56% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 0.88% | -0.44% | +2.58% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.88% | -0.02% | +2.98% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.84% | -0.21% | +2.41% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.78% | -0.10% | -7.69% | |
| 32 | DE | Deere & Co | 股票-工業 | 0.73% | -0.03% | +7.24% | |
| 33 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.72% | -0.18% | — | |
| 34 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.71% | +0.38% | -5.17% | |
| 35 | CTAS | Cintas CORP | 股票-工業 | 0.71% | -0.05% | +299.30% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.70% | +0.34% | +21.29% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.69% | -0.01% | +13.39% | |
| 38 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.69% | -0.03% | +0.06% | |
| 39 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.66% | +0.05% | +34.15% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.64% | -0.15% | -0.05% | |
| 41 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.63% | -0.09% | -0.40% | |
| 42 | WCN | Waste Connections Inc | 股票-工業 | 0.61% | -0.07% | -0.08% | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.61% | -0.06% | -0.16% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.59% | +0.45% | +2.67% | |
| 45 | CRM | Salesforce Inc | 股票-科技 | 0.59% | -0.04% | +20.63% | |
| 46 | MLM | Martin Marietta Materials | 股票-原物料 | 0.58% | -0.07% | +0.02% | |
| 47 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.56% | — | +11.35% | |
| 48 | HON | Honeywell International Inc | 股票-工業 | 0.54% | -0.05% | +2.23% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.53% | -0.11% | +6.32% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.53% | +0.01% | +5.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FERG | Ferguson Enterprises Inc | +0.7% | NEW | 新建倉 |
| 2 | ACN | Accenture plc | +0.2% | +4.78% | 加碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +2.75% | 加碼 |
| 4 | MRSH | Marsh & Mclennan Cos | +0.2% | +34.15% | 加碼 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.2% | +3.47% | 加碼 |
| 6 | CVX | Chevron CORP | +0.2% | +87.34% | 加碼 |
| 7 | MSCI | Msci Inc | +0.1% | +257.43% | 加碼 |
| 8 | KO | Coca-cola Co/the | +0.1% | +1.88% | 加碼 |
| 9 | SPGI | S&p Global Inc | +0.1% | +1.84% | 加碼 |
| 10 | HD | Home Depot Inc | +0.1% | +0.91% | 加碼 |
| 11 | MCD | Mcdonald's CORP | +0.1% | +2.98% | 加碼 |
| 12 | CDNS | Cadence Design Sys Inc | +0.1% | +52.52% | 加碼 |
| 13 | EQIX | Equinix Inc | +0.1% | +3.56% | 加碼 |
| 14 | CRM | Salesforce Inc | +0.1% | +20.63% | 加碼 |
| 15 | RTX | Rtx CORP | +0.1% | +6.32% | 加碼 |
| 16 | SHW | Sherwin-williams Co/the | +0.1% | +0.03% | 加碼 |
| 17 | BAH | Booz Allen Hamilton Holdings | +0.1% | +31.03% | 加碼 |
| 18 | DE | Deere & Co | +0.1% | +7.24% | 加碼 |
| 19 | ORLY | O'reilly Automotive Inc | +0.1% | +43.45% | 加碼 |
| 20 | CME | Cme Group Inc | +0.1% | +0.33% | 加碼 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +2.41% | 加碼 |
| 22 | LLY | Eli Lilly & Co | +0.1% | +21.29% | 加碼 |
| 23 | WMT | Walmart Inc | +0.1% | -0.05% | 減碼 |
| 24 | COO | Cooper Cos Inc/the | +0.1% | +6.78% | 加碼 |
| 25 | MA | Mastercard Inc - A | +0.1% | +0.57% | 加碼 |
| 26 | CTAS | Cintas CORP | +0.1% | +299.30% | 加碼 |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | +5.71% | 加碼 |
| 28 | CB | Chubb Limited | +0.1% | +6.45% | 加碼 |
| 29 | AMT | American Tower CORP | +0.1% | +3.03% | 加碼 |
| 30 | SHOP | Shopify Inc - Class A | +0.1% | -0.68% | 減碼 |
| 31 | WEC | Wec Energy Group Inc | +0.1% | +0.73% | 加碼 |
| 32 | ABT | Abbott Laboratories | 0% | +1.36% | 加碼 |
| 33 | EFX | Equifax Inc | 0% | — | 不變 |
| 34 | CAT | Caterpillar Inc | 0% | +3.10% | 加碼 |
| 35 | PG | Procter & Gamble Co/the | 0% | +5.36% | 加碼 |
| 36 | MDLZ | Mondelez International Inc-a | 0% | +0.06% | 加碼 |
| 37 | LIN | Linde plc | 0% | +0.95% | 加碼 |
| 38 | ISRG | Intuitive Surgical Inc | 0% | -0.19% | 減碼 |
| 39 | BKNG | Booking Holdings Inc | 0% | +3.79% | 加碼 |
| 40 | BSX | Boston Scientific CORP | 0% | -0.07% | 減碼 |
| 41 | JNJ | Johnson & Johnson | 0% | -2.41% | 減碼 |
| 42 | JPM | Jpmorgan Chase & Co | 0% | +3.12% | 加碼 |
| 43 | V | Visa Inc-class A Shares | 0% | +2.41% | 加碼 |
| 44 | AAPL | Apple Inc | -0.1% | -4.95% | 減碼 |
| 45 | SCHW | Schwab (charles) CORP | -0.2% | -16.20% | 減碼 |
| 46 | DIS | Walt Disney Co/the | -0.2% | -7.69% | 減碼 |
| 47 | GOOG | Alphabet Inc-cl C | -0.3% | +3.33% | 加碼 |
| 48 | NKE | Nike Inc -cl B | -0.3% | -57.39% | 減碼 |
| 49 | DXCM | Dexcom Inc | -0.5% | -19.05% | 減碼 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.6% | +2.48% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Rathbones Group PLC 在 Q3 2024 季度的美股持倉總市值約為 US$271.4億，共申報了 605 個公開持股部位。
在 Q3 2024 季度，Rathbones Group PLC 按市值排列的前三大核心持股分別為：MSFT (7.3%)、V (4.7%)、AMZN (4.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.3% 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
FERG
市值: US$1.4億
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$6.6億
在 Q3 2024 季度中，Rathbones Group PLC 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 38 個部位、減碼 10 個部位以及清倉 0 個部位。 其中最大新建倉標的為 FERG。
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。