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: 0000749044
申報總市值
US$7.9億
US$7.9億
464 檔
20.1%
在 Q3 2024 申報期間，Resources Management CORP /ct/ /adv（CIK: 0000749044）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$7.9億，共持有 464 個公開申報部位。
數據顯示 Resources Management CORP /ct/ /adv 於 Q3 2024 季度持續回收資金，對 92 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Resources Management CORP /ct/ /adv 的前 5 大核心持股（包含 AAPL, MSFT, JPM 等）合計佔整體申報市值的 20.1%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
BLK
市值: US$1365.0萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1122.0萬
僅顯示前 200 大持股（共 464 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 | 6.53% | +0.22% | +1.74% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.44% | -0.25% | -1.13% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.56% | +0.15% | -0.96% | |
| 4 | APH | Amphenol Corp-cl A | 股票-科技 | 3.21% | +1.20% | -0.45% | |
| 5 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.78% | -0.45% | -0.27% | |
| 6 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.59% | -0.34% | -1.66% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 2.49% | +0.05% | -0.78% | |
| 8 | ACN | Accenture plc | 股票-科技 | 2.38% | -0.52% | -0.26% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.15% | +0.25% | -0.67% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.99% | -0.30% | -1.45% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.93% | -0.07% | +0.19% | |
| 12 | BLK | Blackrock Inc | 股票-金融 | 1.84% | -0.11% | — | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.75% | +0.17% | +926.60% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.73% | +0.35% | +1.70% | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 1.70% | -0.12% | -0.33% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.70% | -0.08% | -3.93% | |
| 17 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.69% | -0.23% | -0.15% | |
| 18 | ITW | Illinois Tool Works | 股票-工業 | 1.47% | -0.01% | -0.06% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.45% | -0.24% | -1.56% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.23% | +0.03% | -4.77% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.09% | -0.37% | -0.39% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.08% | +0.12% | -1.29% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.07% | -0.05% | -0.73% | |
| 24 | FISV | Fiserv Inc | 股票-其他 | 1.02% | -0.10% | -1.00% | |
| 25 | RTX | Rtx CORP | 股票-工業 | 0.97% | -0.12% | +3.91% | |
| 26 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.96% | -0.07% | -0.64% | |
| 27 | UPS | United Parcel Service-cl B | 股票-工業 | 0.93% | +0.01% | +2.01% | |
| 28 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.91% | +0.11% | -8.83% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -1.23% | EXIT | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.88% | -0.10% | -5.82% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.86% | +0.08% | -2.38% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 0.85% | +0.03% | -0.33% | |
| 33 | SYK | Stryker CORP | 股票-醫療保健 | 0.81% | -0.05% | +3.95% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.79% | +0.09% | -0.97% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.79% | +0.24% | -0.13% | |
| 36 | PNC | Pnc Financial Services Group | 股票-金融 | 0.78% | +0.07% | -0.87% | |
| 37 | TD | Toronto-dominion Bank | 股票-金融 | 0.78% | +0.08% | -6.16% | |
| 38 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.77% | -0.19% | +2.70% | |
| 39 | VAW | Vanguard Materials ETF | ETF-其他 | 0.77% | -0.03% | -0.75% | |
| 40 | OMC | Omnicom Group | 股票-通訊服務 | 0.77% | +0.02% | -0.39% | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.74% | — | -0.39% | |
| 42 | HON | Honeywell International Inc | 股票-工業 | 0.73% | -0.40% | EXIT | |
| 43 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.66% | -0.02% | EXIT | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.60% | -0.12% | -0.33% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.59% | +0.01% | +42.16% | |
| 46 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.58% | -0.15% | -0.27% | |
| 47 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.58% | +0.07% | +32.42% | |
| 48 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.55% | -0.02% | -0.30% | |
| 49 | TT | Trane Technologies plc | 股票-工業 | 0.53% | +0.07% | -2.14% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.51% | +0.56% | +6.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.8% | NEW | 新建倉 |
| 2 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 3 | AAPL | Apple Inc | +0.3% | +1.74% | 加碼 |
| 4 | MCD | Mcdonald's CORP | +0.3% | -0.27% | 減碼 |
| 5 | NEE | Nextera Energy Inc | +0.2% | -1.66% | 減碼 |
| 6 | HD | Home Depot Inc | +0.2% | -0.78% | 減碼 |
| 7 | ACN | Accenture plc | +0.2% | -0.26% | 減碼 |
| 8 | RTX | Rtx CORP | +0.1% | +3.91% | 加碼 |
| 9 | ABBV | Abbvie Inc | +0.1% | -0.67% | 減碼 |
| 10 | ORCL | Oracle CORP | +0.1% | -0.73% | 減碼 |
| 11 | IBM | Intl Business Machines CORP | +0.1% | -0.97% | 減碼 |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +42.16% | 加碼 |
| 13 | FISV | Fiserv Inc | +0.1% | -1.00% | 減碼 |
| 14 | BX | Blackstone Inc | +0.1% | -0.39% | 減碼 |
| 15 | CEG | Constellation Energy | +0.1% | +97.28% | 加碼 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +32.42% | 加碼 |
| 17 | TMUS | T-mobile US Inc | +0.1% | +2.70% | 加碼 |
| 18 | MCK | Mckesson CORP | +0.1% | +207.45% | 加碼 |
| 19 | SNPS | Synopsys Inc | +0.1% | +319.94% | 加碼 |
| 20 | PNC | Pnc Financial Services Group | +0.1% | -0.87% | 減碼 |
| 21 | WMT | Walmart Inc | +0.1% | -0.33% | 減碼 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | -0.20% | 減碼 |
| 23 | O | Realty Income CORP | +0.1% | +7.64% | 加碼 |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | -1.29% | 減碼 |
| 25 | ADP | Automatic Data Processing | +0.1% | -0.33% | 減碼 |
| 26 | OMC | Omnicom Group | +0.1% | -0.39% | 減碼 |
| 27 | MA | Mastercard Inc - A | +0.1% | +19.04% | 加碼 |
| 28 | TDG | Transdigm Group Inc | +0.1% | +234.55% | 加碼 |
| 29 | ROK | Rockwell Automation Inc | +0.1% | +511.20% | 加碼 |
| 30 | DHR | Danaher CORP | 0% | -0.33% | 減碼 |
| 31 | AVGO | Broadcom Inc | 0% | +926.60% | 加碼 |
| 32 | APD | Air Products & Chemicals Inc | 0% | -0.30% | 減碼 |
| 33 | TT | Trane Technologies plc | 0% | -2.14% | 減碼 |
| 34 | ES | Eversource Energy | 0% | +1.79% | 加碼 |
| 35 | LOW | Lowe's Cos Inc | 0% | -2.74% | 減碼 |
| 36 | XYL | Xylem Inc | 0% | +27.09% | 加碼 |
| 37 | WRB | Wr Berkley CORP | 0% | +84.08% | 加碼 |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +58.85% | 加碼 |
| 39 | SHW | Sherwin-williams Co/the | 0% | -0.83% | 減碼 |
| 40 | CARR | Carrier Global CORP | 0% | +28.38% | 加碼 |
| 41 | USB V0 PERP A債券 | US Bancorp | 0% | NEW | 新建倉 |
| 42 | ITW | Illinois Tool Works | 0% | -0.06% | 減碼 |
| 43 | PLD | Prologis Inc | 0% | +2.71% | 加碼 |
| 44 | SBUX | Starbucks CORP | 0% | -7.82% | 減碼 |
| 45 | PKG | Packaging CORP Of America | 0% | — | 不變 |
| 46 | BMY | Bristol-myers Squibb Co | 0% | -5.48% | 減碼 |
| 47 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 48 | SNA | Snap-on Inc | 0% | +9.14% | 加碼 |
| 49 | SYK | Stryker CORP | 0% | +3.95% | 加碼 |
| 50 | ZTS | Zoetis Inc | 0% | +1.68% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Resources Management CORP /ct/ /adv 在 Q3 2024 季度的美股持倉總市值約為 US$7.9億，共申報了 464 個公開持股部位。
在 Q3 2024 季度，Resources Management CORP /ct/ /adv 按市值排列的前三大核心持股分別為：AAPL (6.5%)、MSFT (5.4%)、JPM (3.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.5% 的權重。
在 Q3 2024 季度中，Resources Management CORP /ct/ /adv 共進行了 154 項持倉異動，包含新建倉 7 個部位、加碼 52 個部位、減碼 92 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。
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。
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。