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: 0001517429
申報總市值
US$2.8億
US$2.8億
57 檔
17.6%
截至 Q3 2024 季度末，Reliant Investment Management, LLC 的美股持倉估值約為 US$2.8億，全數申報部位共有 57 檔。
Q3 2024 的申報記錄反映 Reliant Investment Management, LLC 的板塊替換策略：機構本季推動了 27 筆增持與 23 筆減持，籌碼呈現明顯的結構重組。
整體而言，Reliant Investment Management, LLC 的前 5 大持股（包含 AVGO, AAPL, GOOGL）貢獻了組合市值的 17.6%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 6.65% | -0.99% | +906.08% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.91% | -0.88% | +0.81% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.01% | -0.61% | +1.25% | |
| 4 | LIN | Linde plc | 股票-原物料 | 3.88% | -0.93% | -1.27% | |
| 5 | PWR | Quanta Services Inc | 股票-工業 | 3.81% | -0.54% | -0.71% | |
| 6 | HD | Home Depot Inc | 股票-循環性消費 | 3.67% | -0.60% | +1.32% | |
| 7 | TYL | Tyler Technologies Inc | 股票-科技 | 3.63% | — | -1.37% | |
| 8 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.50% | -0.72% | -0.96% | |
| 9 | ETN | Eaton Corporation plc | 股票-工業 | 3.32% | -0.43% | +2.41% | |
| 10 | AXP | American Express Co | 股票-金融 | 3.27% | -0.67% | -0.61% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.05% | -0.57% | +2.28% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.88% | -0.10% | EXIT | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.06% | +6.25% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 2.85% | — | +4.19% | |
| 15 | CBRE | Cbre Group Inc - A | 股票-房地產 | 2.76% | -0.84% | -2.45% | |
| 16 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.74% | — | +0.24% | |
| 17 | COP | Conocophillips | 股票-能源 | 2.67% | +1.64% | -0.04% | |
| 18 | SYK | Stryker CORP | 股票-醫療保健 | 2.58% | -0.72% | +0.92% | |
| 19 | SLB | Slb LTD | 股票-能源 | 2.49% | +1.57% | -0.13% | |
| 20 | SPGI | S&p Global Inc | 股票-金融 | 2.49% | — | +3.64% | |
| 21 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 2.48% | -0.05% | -3.24% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.47% | -0.03% | +1.18% | |
| 23 | CAT | Caterpillar Inc | 股票-工業 | 2.46% | +0.42% | +1.70% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工業 | 2.46% | — | -3.04% | |
| 25 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 2.45% | — | -3.88% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.40% | +1.45% | +3.56% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 2.38% | — | -1.33% | |
| 28 | TMUS | T-mobile US Inc | 股票-通訊服務 | 2.27% | — | — | |
| 29 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.91% | — | +6.99% | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 1.91% | — | -0.03% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.87% | — | +1.31% | |
| 32 | ODFL | Old Dominion Freight Line | 股票-工業 | 1.85% | — | -0.20% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -0.37% | -2.68% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.61% | -0.19% | +12.66% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | -0.01% | +4.44% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | -0.09% | +1.04% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.22% | -1.13% | +41.77% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.21% | +0.02% | +1.19% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.21% | -0.43% | — | |
| 40 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.19% | -0.04% | — | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.17% | -0.04% | +6.91% | |
| 42 | SFNC | Simmons First Natl Corp-cl A | 股票-其他 | 0.15% | -0.12% | EXIT | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.13% | -0.05% | — | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.13% | -0.02% | — | |
| 45 | HON | Honeywell International Inc | 股票-工業 | 0.13% | -0.10% | EXIT | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.12% | — | -96.09% | |
| 47 | MCO | Moody's CORP | 股票-金融 | 0.12% | -0.02% | — | |
| 48 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.12% | — | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.11% | +1.75% | +5.04% | |
| 50 | AZO | Autozone Inc | 股票-循環性消費 | 0.11% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TMUS | T-mobile US Inc | +2.3% | NEW | 新建倉 |
| 2 | CBRE | Cbre Group Inc - A | +0.7% | -2.45% | 減碼 |
| 3 | HD | Home Depot Inc | +0.6% | +1.32% | 加碼 |
| 4 | PWR | Quanta Services Inc | +0.5% | -0.71% | 減碼 |
| 5 | AAPL | Apple Inc | +0.5% | +0.81% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.5% | +906.08% | 加碼 |
| 7 | ORCL | Oracle CORP | +0.5% | -0.25% | 減碼 |
| 8 | AXP | American Express Co | +0.5% | -0.61% | 減碼 |
| 9 | TYL | Tyler Technologies Inc | +0.5% | -1.37% | 減碼 |
| 10 | LMT | Lockheed Martin CORP | +0.4% | -3.04% | 減碼 |
| 11 | SPGI | S&p Global Inc | +0.4% | +3.64% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.4% | +1.70% | 加碼 |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.3% | -0.96% | 減碼 |
| 14 | GEHC | GE Healthcare Technology | +0.3% | -3.88% | 減碼 |
| 15 | LIN | Linde plc | +0.3% | -1.27% | 減碼 |
| 16 | ETN | Eaton Corporation plc | +0.3% | +2.41% | 加碼 |
| 17 | MA | Mastercard Inc - A | +0.2% | -1.33% | 減碼 |
| 18 | GS | Goldman Sachs Group Inc | +0.2% | NEW | 新建倉 |
| 19 | ODFL | Old Dominion Freight Line | +0.2% | -0.20% | 減碼 |
| 20 | SYK | Stryker CORP | +0.2% | +0.92% | 加碼 |
| 21 | FCX | Freeport-mcmoran Inc | +0.2% | +6.99% | 加碼 |
| 22 | AMD | Advanced Micro Devices | +0.1% | +4.19% | 加碼 |
| 23 | NVDA | Nvidia CORP | +0.1% | NEW | 新建倉 |
| 24 | PEP | Pepsico Inc | +0.1% | +1.18% | 加碼 |
| 25 | GIS | General Mills Inc | +0.1% | NEW | 新建倉 |
| 26 | UNP | Union Pacific CORP | +0.1% | NEW | 新建倉 |
| 27 | NHC | National Healthcare CORP | +0.1% | NEW | 新建倉 |
| 28 | IBM | Intl Business Machines CORP | +0.1% | +1.04% | 加碼 |
| 29 | PG | Procter & Gamble Co/the | +0.1% | +12.66% | 加碼 |
| 30 | WMT | Walmart Inc | +0.1% | +41.77% | 加碼 |
| 31 | MSFT | Microsoft CORP | +0.1% | +6.25% | 加碼 |
| 32 | MRSH | Marsh & Mclennan Cos | +0.1% | -3.24% | 減碼 |
| 33 | PANW | Palo Alto Networks Inc | 0% | +0.24% | 加碼 |
| 34 | HON | Honeywell International Inc | 0% | +29.21% | 加碼 |
| 35 | CSCO | Cisco Systems Inc | 0% | +1.19% | 加碼 |
| 36 | STTK | Shattuck Labs Inc | 0% | EXIT | 清倉 |
| 37 | DIS | Walt Disney Co/the | 0% | +1.31% | 加碼 |
| 38 | AMZN | Amazon.com Inc | -0.1% | +2.28% | 加碼 |
| 39 | RF | Regions Financial CORP | -0.1% | EXIT | 清倉 |
| 40 | MRO* | Marathon Oil CORP | -0.1% | EXIT | 清倉 |
| 41 | MS | Morgan Stanley | -0.1% | EXIT | 清倉 |
| 42 | ADBE | Adobe Inc | -0.1% | -0.03% | 減碼 |
| 43 | COP | Conocophillips | -0.2% | -0.04% | 減碼 |
| 44 | SLB | Slb LTD | -0.3% | -0.13% | 減碼 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.4% | +1.25% | 加碼 |
| 46 | CRWD | Crowdstrike Holdings Inc - A | -0.8% | +3.56% | 加碼 |
| 47 | IQV | Iqvia Holdings Inc | -1.9% | EXIT | 清倉 |
| 48 | HAL | Halliburton Co | -2% | EXIT | 清倉 |
| 49 | VMC | Vulcan Materials Co | -2.4% | -95.98% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -2.6% | -96.09% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Reliant Investment Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.8億，共申報了 57 個公開持股部位。
在 Q3 2024 季度，Reliant Investment Management, LLC 按市值排列的前三大核心持股分別為：AVGO (6.7%)、AAPL (4.9%)、GOOGL (4.0%)。其中最大持股部位 AVGO 佔據整體投資組合約 6.7% 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
TMUS
市值: US$482.7萬
本季最大獲利了結 / 清倉標的
HAL
前期市值: US$415.6萬
在 Q3 2024 季度中，Reliant Investment Management, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 21 個部位、減碼 17 個部位以及清倉 6 個部位。 其中最大新建倉標的為 TMUS。 本季清倉部位包含 HAL。
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。