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: 0001455969
申報總市值
US$22.6億
US$22.6億
202 檔
22.7%
在 Q4 2024 申報期間，Reynders McVeigh Capital Management, LLC（CIK: 0001455969）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$22.6億，共持有 202 個公開申報部位。
數據顯示 Reynders McVeigh Capital Management, LLC 於 Q4 2024 季度持續回收資金，對 106 個既有部位進行裁減並清倉 13 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，Reynders McVeigh Capital Management, LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合計佔整體申報市值的 22.7%，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 202 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 | NVDA | Nvidia CORP | 股票-科技 | 8.86% | -0.24% | -2.77% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.65% | +0.02% | -0.70% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.25% | -0.11% | +1.95% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 3.95% | -0.28% | -0.65% | |
| 5 | CARR | Carrier Global CORP | 股票-工業 | 3.27% | +0.45% | -2.49% | |
| 6 | ROK | Rockwell Automation Inc | 股票-工業 | 3.03% | +0.76% | -0.23% | |
| 7 | ADI | Analog Devices Inc | 股票-科技 | 2.91% | +0.29% | +1.23% | |
| 8 | DHR | Danaher CORP | 股票-醫療保健 | 2.76% | -0.23% | +2.45% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.63% | +0.35% | +3.76% | |
| 10 | TMUS | T-mobile US Inc | 股票-通訊服務 | 2.61% | -0.66% | -1.38% | |
| 11 | ATR | Aptargroup Inc | 股票-醫療保健 | 2.47% | -0.97% | +0.22% | |
| 12 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.44% | -0.51% | +0.73% | |
| 13 | APH | Amphenol Corp-cl A | 股票-科技 | 2.24% | +0.70% | +2.91% | |
| 14 | XYL | Xylem Inc | 股票-工業 | 2.12% | +0.03% | +0.11% | |
| 15 | SYK | Stryker CORP | 股票-醫療保健 | 2.08% | -0.22% | -0.27% | |
| 16 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.07% | -0.40% | +0.88% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 2.06% | -0.03% | -12.93% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.93% | +0.02% | +0.40% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.84% | -0.15% | -2.53% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.75% | +0.21% | -0.60% | |
| 21 | VLTO | Veralto CORP | 股票-工業 | 1.58% | -0.13% | +3.00% | |
| 22 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.49% | -0.79% | EXIT | |
| 23 | NYT | New York Times Co-a | 股票-通訊服務 | 1.49% | -0.35% | -2.91% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.48% | — | +29.47% | |
| 25 | ALC | Alcon Inc. | 股票-醫療保健 | 1.46% | -0.86% | +11.77% | |
| 26 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.46% | +0.10% | -6.06% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 1.40% | -0.19% | +82.32% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.38% | +0.12% | +3.29% | |
| 29 | RELX | Relx PLC - Spon Adr | 股票-工業 | 1.34% | -0.41% | EXIT | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.34% | -0.12% | -1.38% | |
| 31 | CCK | Crown Holdings Inc | 股票-循環性消費 | 1.34% | +0.02% | +2.06% | |
| 32 | WM | Waste Management Inc | 股票-工業 | 1.32% | -0.17% | -2.36% | |
| 33 | ULS | Ul Solutions Inc - Class A | 股票-工業 | 1.24% | +0.21% | +28.34% | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.11% | -0.03% | +7.23% | |
| 35 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.10% | -0.25% | -23.75% | |
| 36 | TER | Teradyne Inc | 股票-科技 | 0.92% | +0.01% | -2.73% | |
| 37 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.90% | +0.04% | +4.60% | |
| 38 | MDT | Medtronic plc | 股票-醫療保健 | 0.89% | -0.01% | EXIT | |
| 39 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.70% | — | -29.72% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | -0.08% | -2.79% | |
| 41 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.59% | +0.92% | +144.85% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | -0.09% | -1.53% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.52% | -0.07% | -6.40% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.45% | +0.49% | -1.30% | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.43% | +0.22% | +1.38% | |
| 46 | UBER | Uber Technologies Inc | 股票-工業 | 0.42% | -0.69% | +35.09% | |
| 47 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.38% | — | — | |
| 48 | FISV | Fiserv Inc | 股票-其他 | 0.37% | -0.01% | EXIT | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.36% | +0.03% | -1.04% | |
| 50 | TILE | Interface Inc | 股票-其他 | 0.35% | +0.23% | +4.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +0.8% | +82.32% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.6% | -2.77% | 減碼 |
| 3 | TSLA | Tesla Inc | +0.5% | -12.93% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +3.76% | 加碼 |
| 5 | ABNB | Airbnb Inc-class A | +0.4% | NEW | 新建倉 |
| 6 | AAPL | Apple Inc | +0.4% | -0.70% | 減碼 |
| 7 | ARM | Arm Holdings Plc-adr | +0.3% | +144.85% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.3% | +0.40% | 加碼 |
| 9 | HD | Home Depot Inc | +0.3% | +29.47% | 加碼 |
| 10 | ULS | Ul Solutions Inc - Class A | +0.3% | +28.34% | 加碼 |
| 11 | NET | Cloudflare Inc - Class A | +0.3% | +4.60% | 加碼 |
| 12 | APTV | Aptiv PLC | +0.2% | NEW | 新建倉 |
| 13 | MA | Mastercard Inc - A | +0.2% | -0.65% | 減碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -0.60% | 減碼 |
| 15 | APH | Amphenol Corp-cl A | +0.2% | +2.91% | 加碼 |
| 16 | ROK | Rockwell Automation Inc | +0.2% | -0.23% | 減碼 |
| 17 | TMUS | T-mobile US Inc | +0.1% | -1.38% | 減碼 |
| 18 | RELX | Relx PLC - Spon Adr | +0.1% | +13.28% | 加碼 |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | -6.06% | 減碼 |
| 20 | SOFI | Sofi Technologies Inc | +0.1% | +1.77% | 加碼 |
| 21 | TILE | Interface Inc | +0.1% | +4.35% | 加碼 |
| 22 | TJX | Tjx Companies Inc | +0.1% | +0.88% | 加碼 |
| 23 | DSGX | Descartes Systems Grp/the | +0.1% | +8.82% | 加碼 |
| 24 | ADP | Automatic Data Processing | 0% | -2.53% | 減碼 |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | 0% | +11.59% | 加碼 |
| 26 | GRAL | Grail Inc | 0% | +37.51% | 加碼 |
| 27 | V | Visa Inc-class A Shares | 0% | -0.35% | 減碼 |
| 28 | IBM | Intl Business Machines CORP | 0% | +3.29% | 加碼 |
| 29 | FISV | Fiserv Inc | 0% | -3.45% | 減碼 |
| 30 | UBER | Uber Technologies Inc | 0% | +35.09% | 加碼 |
| 31 | AVGO | Broadcom Inc | 0% | -2.34% | 減碼 |
| 32 | ENVX | Enovix CORP | 0% | +12.86% | 加碼 |
| 33 | ANET | Arista Networks Inc | 0% | NEW | 新建倉 |
| 34 | BLK | Blackrock Inc | 0% | NEW | 新建倉 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | NEW | 新建倉 |
| 36 | SNA | Snap-on Inc | 0% | NEW | 新建倉 |
| 37 | PLXS | Plexus CORP | 0% | NEW | 新建倉 |
| 38 | TEL | TE Connectivity plc | 0% | NEW | 新建倉 |
| 39 | BA | Boeing Co/the | 0% | NEW | 新建倉 |
| 40 | PNC | Pnc Financial Services Group | 0% | NEW | 新建倉 |
| 41 | WAT | Waters CORP | 0% | NEW | 新建倉 |
| 42 | CMG | Chipotle Mexican Grill Inc | 0% | NEW | 新建倉 |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +0.93% | 加碼 |
| 44 | COST | Costco Wholesale CORP | 0% | -1.53% | 減碼 |
| 45 | VUG | Vanguard Growth ETF | 0% | -1.80% | 減碼 |
| 46 | BKNG | Booking Holdings Inc | 0% | -2.70% | 減碼 |
| 47 | VTI | Vanguard Total Stock Mkt ETF | 0% | +11.65% | 加碼 |
| 48 | CSCO | Cisco Systems Inc | 0% | -2.44% | 減碼 |
| 49 | EMR | Emerson Electric Co | 0% | -1.98% | 減碼 |
| 50 | AXP | American Express Co | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Reynders McVeigh Capital Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$22.6億，共申報了 202 個公開持股部位。
在 Q4 2024 季度，Reynders McVeigh Capital Management, LLC 按市值排列的前三大核心持股分別為：NVDA (8.9%)、AAPL (6.7%)、MSFT (4.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.9% 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
ABNB
市值: US$728.6萬
本季最大獲利了結 / 清倉標的
APTV
前期市值: US$1403.2萬
在 Q4 2024 季度中，Reynders McVeigh Capital Management, LLC 共進行了 175 項持倉異動，包含新建倉 12 個部位、加碼 44 個部位、減碼 106 個部位以及清倉 13 個部位。 其中最大新建倉標的為 ABNB。 本季清倉部位包含 APTV。
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。