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
428 檔
20.7%
Q4 2024 季度申報顯示，Resources Management CORP /ct/ /adv 揭露的美股組合總市值為 US$7.9億，涵蓋 428 個不同之權益投資部位。
在 Q4 2024，Resources Management CORP /ct/ /adv 展現出較為審慎的避險與獲利了結姿態。本季共減碼 118 個部位並完全清倉 5 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Resources Management CORP /ct/ /adv 的前 5 大持股（包含 AAPL, MSFT, JPM）貢獻了組合市值的 20.7%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 428 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 | 6.96% | +0.22% | -1.89% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.31% | -0.25% | -1.60% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.07% | +0.15% | -0.80% | |
| 4 | APH | Amphenol Corp-cl A | 股票-科技 | 3.44% | +1.20% | -0.86% | |
| 5 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.68% | -0.45% | -0.20% | |
| 6 | HD | Home Depot Inc | 股票-循環性消費 | 2.41% | +0.05% | -0.41% | |
| 7 | ACN | Accenture plc | 股票-科技 | 2.40% | -0.52% | -0.14% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.25% | +0.17% | -5.57% | |
| 9 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.22% | -0.34% | -0.12% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.07% | -0.30% | -0.24% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.07% | +0.25% | +5.40% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.00% | +0.35% | +0.20% | |
| 13 | BLK | Blackrock Inc | 股票-金融 | 1.97% | -0.11% | -2.28% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.89% | -0.07% | -0.12% | |
| 15 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.54% | -0.23% | +0.78% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.52% | -0.08% | -1.01% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.50% | -0.24% | -0.69% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 1.46% | -0.12% | +2.24% | |
| 19 | ITW | Illinois Tool Works | 股票-工業 | 1.43% | -0.01% | -0.79% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | +0.03% | -2.06% | |
| 21 | FISV | Fiserv Inc | 股票-其他 | 1.16% | -0.10% | -1.64% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.08% | -0.37% | -0.50% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.05% | -0.05% | -0.78% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.02% | +0.12% | +8.21% | |
| 25 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.99% | -0.07% | -1.22% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.95% | +0.08% | -1.39% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 0.94% | -0.12% | -0.13% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 0.90% | +0.03% | -1.18% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工業 | 0.88% | +0.01% | +0.20% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.86% | -0.10% | -3.05% | |
| 31 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.83% | -0.19% | -0.36% | |
| 32 | PNC | Pnc Financial Services Group | 股票-金融 | 0.83% | +0.07% | -0.14% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -1.23% | EXIT | |
| 34 | SYK | Stryker CORP | 股票-醫療保健 | 0.82% | -0.05% | -0.22% | |
| 35 | BX | Blackstone Inc | 股票-金融 | 0.82% | — | -2.55% | |
| 36 | HON | Honeywell International Inc | 股票-工業 | 0.78% | -0.40% | EXIT | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.78% | +0.09% | -1.90% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.70% | +0.24% | -3.18% | |
| 39 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.69% | +0.07% | -0.18% | |
| 40 | OMC | Omnicom Group | 股票-通訊服務 | 0.68% | +0.02% | +5.36% | |
| 41 | VAW | Vanguard Materials ETF | ETF-其他 | 0.68% | -0.03% | -1.58% | |
| 42 | WMT | Walmart Inc | 股票-非循環性消費 | 0.67% | -0.12% | -0.86% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.64% | +0.01% | +23.77% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.63% | +0.56% | +0.22% | |
| 45 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.56% | -0.15% | +423.53% | |
| 46 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.56% | -0.02% | EXIT | |
| 47 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.53% | -0.02% | -1.91% | |
| 48 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.52% | +0.11% | -21.19% | |
| 49 | TD | Toronto-dominion Bank | 股票-金融 | 0.52% | +0.08% | -22.12% | |
| 50 | TT | Trane Technologies plc | 股票-工業 | 0.51% | +0.07% | -0.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.5% | -0.80% | 減碼 |
| 2 | AVGO | Broadcom Inc | +0.5% | -5.57% | 減碼 |
| 3 | AAPL | Apple Inc | +0.4% | -1.89% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.20% | 加碼 |
| 5 | APH | Amphenol Corp-cl A | +0.2% | -0.86% | 減碼 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +96.78% | 加碼 |
| 7 | FISV | Fiserv Inc | +0.1% | -1.64% | 減碼 |
| 8 | BLK | Blackrock Inc | +0.1% | -2.28% | 減碼 |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.22% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.1% | -2.06% | 減碼 |
| 11 | AMZN | Amazon.com Inc | +0.1% | -0.18% | 減碼 |
| 12 | BAC | Bank Of America CORP | +0.1% | -1.39% | 減碼 |
| 13 | BX | Blackstone Inc | +0.1% | -2.55% | 減碼 |
| 14 | TJX | Tjx Companies Inc | +0.1% | -0.24% | 減碼 |
| 15 | MRVL | Marvell Technology Inc | +0.1% | -0.49% | 減碼 |
| 16 | LULU | Lululemon Athletica Inc | +0.1% | -11.02% | 減碼 |
| 17 | WMT | Walmart Inc | +0.1% | -0.86% | 減碼 |
| 18 | SNOW | Snowflake Inc | +0.1% | +6.29% | 加碼 |
| 19 | TMUS | T-mobile US Inc | +0.1% | -0.36% | 減碼 |
| 20 | MRK | Merck & Co. Inc. | +0.1% | +23.77% | 加碼 |
| 21 | WFC | Wells Fargo & Co | +0.1% | -0.91% | 減碼 |
| 22 | HON | Honeywell International Inc | +0.1% | -2.65% | 減碼 |
| 23 | EMR | Emerson Electric Co | +0.1% | -0.93% | 減碼 |
| 24 | SNA | Snap-on Inc | +0.1% | -1.02% | 減碼 |
| 25 | WM | Waste Management Inc | +0.1% | +13.04% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | -1.90% | 減碼 |
| 27 | V | Visa Inc-class A Shares | +0.1% | -0.92% | 減碼 |
| 28 | ADP | Automatic Data Processing | +0.1% | -1.18% | 減碼 |
| 29 | COST | Costco Wholesale CORP | +0.1% | -0.69% | 減碼 |
| 30 | PNC | Pnc Financial Services Group | +0.1% | -0.14% | 減碼 |
| 31 | TDG | Transdigm Group Inc | 0% | +67.93% | 加碼 |
| 32 | CRM | Salesforce Inc | 0% | -6.66% | 減碼 |
| 33 | MCK | Mckesson CORP | 0% | +9.64% | 加碼 |
| 34 | NOW | Servicenow Inc | 0% | — | 不變 |
| 35 | XPO | Xpo Inc | 0% | -2.84% | 減碼 |
| 36 | MA | Mastercard Inc - A | 0% | +0.37% | 加碼 |
| 37 | C | Citigroup Inc | 0% | -0.05% | 減碼 |
| 38 | ORLY | O'reilly Automotive Inc | 0% | -1.22% | 減碼 |
| 39 | ANET | Arista Networks Inc | 0% | NEW | 新建倉 |
| 40 | TSLA | Tesla Inc | 0% | — | 不變 |
| 41 | NFLX | Netflix Inc | 0% | — | 不變 |
| 42 | ICE | Intercontinental Exchange In | 0% | +33.67% | 加碼 |
| 43 | BSX | Boston Scientific CORP | 0% | +6.13% | 加碼 |
| 44 | SNPS | Synopsys Inc | 0% | +24.23% | 加碼 |
| 45 | GILD | Gilead Sciences Inc | 0% | -2.88% | 減碼 |
| 46 | WBS | Webster Financial CORP | 0% | -1.46% | 減碼 |
| 47 | PANW | Palo Alto Networks Inc | 0% | +99.03% | 加碼 |
| 48 | STT | State Street CORP | 0% | +1.09% | 加碼 |
| 49 | BMO | Bank Of Montreal | 0% | -1.39% | 減碼 |
| 50 | AXP | American Express Co | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Resources Management CORP /ct/ /adv 在 Q4 2024 季度的美股持倉總市值約為 US$7.9億，共申報了 428 個公開持股部位。
在 Q4 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 (7.0%)、MSFT (5.3%)、JPM (4.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.0% 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
ANET
市值: US$16.8萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$14.6萬
在 Q4 2024 季度中，Resources Management CORP /ct/ /adv 共進行了 163 項持倉異動，包含新建倉 1 個部位、加碼 39 個部位、減碼 118 個部位以及清倉 5 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。