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: 0000200648
申報總市值
US$9.9億
US$9.9億
310 檔
11.7%
在 Q3 2024 申報期間，Romano Brothers And Company（CIK: 0000200648）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$9.9億，共持有 310 個公開申報部位。
Romano Brothers And Company 於 Q3 2024 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 37 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Romano Brothers And Company 的前 5 大核心持股（包含 ABBV, AAPL, CACI 等）合計佔整體申報市值的 11.7%，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 310 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 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.25% | +0.01% | +1.42% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.18% | -0.02% | -0.92% | |
| 3 | CACI | Caci International Inc -cl A | 股票-科技 | 3.00% | -0.69% | +1.65% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.84% | +0.05% | +5.75% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.19% | +2.33% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.26% | -0.06% | +13.28% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.25% | +0.03% | -0.57% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.23% | +0.10% | +926.91% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.94% | +0.02% | +0.21% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.73% | +0.10% | +8.50% | |
| 11 | FISV | Fiserv Inc | 股票-其他 | 1.66% | -0.13% | +4.87% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.28% | -0.10% | -1.38% | |
| 13 | FDX | Fedex CORP | 股票-工業 | 1.22% | -0.30% | +2.47% | |
| 14 | DUK | Duke Energy CORP | 股票-公用事業 | 1.20% | -0.19% | +5.08% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.11% | -0.08% | +2.95% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.04% | +0.43% | +2.97% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.01% | — | +3.55% | |
| 18 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.00% | -0.13% | +0.60% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.99% | -0.18% | -0.27% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.98% | +0.11% | -0.25% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.97% | +0.02% | +1.07% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 0.97% | -0.18% | +2.66% | |
| 23 | UPS | United Parcel Service-cl B | 股票-工業 | 0.95% | -0.03% | +0.28% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | +0.08% | -0.76% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.88% | -0.01% | +0.31% | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 0.87% | +0.35% | -0.55% | |
| 27 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.87% | -0.04% | +3.36% | |
| 28 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.83% | -0.10% | -0.54% | |
| 29 | ARCC | Ares Capital CORP | 股票-金融 | 0.83% | -0.07% | +5.33% | |
| 30 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 0.83% | +0.06% | +37.85% | |
| 31 | AMGN | Amgen Inc | 股票-醫療保健 | 0.83% | -0.08% | -1.03% | |
| 32 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.81% | +0.16% | +5.03% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.81% | +0.12% | +3.95% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.02% | +1.44% | |
| 35 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.76% | +0.09% | -1.26% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | -0.08% | +0.37% | |
| 37 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.71% | -0.18% | +2.76% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | +0.10% | +0.94% | |
| 39 | ITW | Illinois Tool Works | 股票-工業 | 0.68% | -0.05% | -0.77% | |
| 40 | ETN | Eaton Corporation plc | 股票-工業 | 0.68% | +0.04% | +2.64% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | +0.04% | +9.15% | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.66% | -0.07% | +5.16% | |
| 43 | HON | Honeywell International Inc | 股票-工業 | 0.65% | -0.60% | EXIT | |
| 44 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.65% | -0.05% | +11.42% | |
| 45 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.64% | +0.01% | +99.40% | |
| 46 | GPN | Global Payments Inc | 股票-工業 | 0.62% | -0.07% | +26.29% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.62% | -0.11% | -0.90% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | +0.07% | +0.67% | |
| 49 | AEP | American Electric Power | 股票-公用事業 | 0.61% | -0.06% | +12.29% | |
| 50 | CNC | Centene CORP | 股票-醫療保健 | 0.58% | +0.07% | -0.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SLB | Slb LTD | +0.3% | NEW | 新建倉 |
| 2 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +13.28% | 加碼 |
| 3 | CACI | Caci International Inc -cl A | +0.2% | +1.65% | 加碼 |
| 4 | FISV | Fiserv Inc | +0.2% | +4.87% | 加碼 |
| 5 | PYPL | Paypal Holdings Inc | +0.2% | +11.42% | 加碼 |
| 6 | ABBV | Abbvie Inc | +0.2% | +1.42% | 加碼 |
| 7 | IBM | Intl Business Machines CORP | +0.2% | +3.55% | 加碼 |
| 8 | DKNG | Draftkings Inc-cl A | +0.2% | NEW | 新建倉 |
| 9 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +124.10% | 加碼 |
| 10 | ORCL | Oracle CORP | +0.1% | +2.95% | 加碼 |
| 11 | ULTA | Ulta Beauty Inc | +0.1% | +41.57% | 加碼 |
| 12 | DUK | Duke Energy CORP | +0.1% | +5.08% | 加碼 |
| 13 | RTX | Rtx CORP | +0.1% | +2.66% | 加碼 |
| 14 | ICLR | ICON Public Limited Company | +0.1% | +37.85% | 加碼 |
| 15 | GPN | Global Payments Inc | +0.1% | +26.29% | 加碼 |
| 16 | OHI | Omega Healthcare Investors | +0.1% | +3.36% | 加碼 |
| 17 | AEP | American Electric Power | +0.1% | +12.29% | 加碼 |
| 18 | MMM | 3m Co | +0.1% | +6.09% | 加碼 |
| 19 | SWK | Stanley Black & Decker Inc | +0.1% | +3.18% | 加碼 |
| 20 | APD | Air Products & Chemicals Inc | +0.1% | +5.16% | 加碼 |
| 21 | CB | Chubb Limited | +0.1% | +9.65% | 加碼 |
| 22 | TRV | Travelers Cos Inc/the | +0.1% | +10.70% | 加碼 |
| 23 | C | Citigroup Inc | +0.1% | +31.98% | 加碼 |
| 24 | PNW | Pinnacle West Capital | +0.1% | +14.68% | 加碼 |
| 25 | CHKP | Check Point Software Technologies Ltd. | +0.1% | +0.60% | 加碼 |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +9.15% | 加碼 |
| 27 | MET | Metlife Inc | +0.1% | +3.27% | 加碼 |
| 28 | BMY | Bristol-myers Squibb Co | +0.1% | -1.11% | 減碼 |
| 29 | EXE | Expand Energy CORP | +0.1% | +29.74% | 加碼 |
| 30 | CSCO | Cisco Systems Inc | 0% | +2.97% | 加碼 |
| 31 | CAT | Caterpillar Inc | 0% | -0.55% | 減碼 |
| 32 | T | At&t Inc | 0% | +5.53% | 加碼 |
| 33 | SBUX | Starbucks CORP | 0% | -0.59% | 減碼 |
| 34 | WELL | Welltower Inc | 0% | -0.38% | 減碼 |
| 35 | AIT | Applied Industrial Tech Inc | 0% | -1.26% | 減碼 |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | +5.75% | 加碼 |
| 37 | VUG | Vanguard Growth ETF | 0% | +8.50% | 加碼 |
| 38 | CVS | Cvs Health CORP | — | +5.03% | 加碼 |
| 39 | VZ | Verizon Communications Inc | — | +2.76% | 加碼 |
| 40 | JNJ | Johnson & Johnson | — | +0.37% | 加碼 |
| 41 | AVGO | Broadcom Inc | 0% | +926.91% | 加碼 |
| 42 | ABT | Abbott Laboratories | 0% | -0.27% | 減碼 |
| 43 | AAPL | Apple Inc | -0.1% | -0.92% | 減碼 |
| 44 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -1.38% | 減碼 |
| 45 | ITOT | Ishares Core S&p Total U.s. | -0.1% | +0.21% | 加碼 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.57% | 減碼 |
| 47 | QCOM | Qualcomm Inc | -0.2% | +3.95% | 加碼 |
| 48 | GOOG | Alphabet Inc-cl C | -0.2% | -0.25% | 減碼 |
| 49 | FDX | Fedex CORP | -0.2% | +2.47% | 加碼 |
| 50 | ALB | Albemarle CORP | -0.4% | -87.73% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Romano Brothers And Company 在 Q3 2024 季度的美股持倉總市值約為 US$9.9億，共申報了 310 個公開持股部位。
在 Q3 2024 季度，Romano Brothers And Company 按市值排列的前三大核心持股分別為：ABBV (3.3%)、AAPL (3.2%)、CACI (3.0%)。其中最大持股部位 ABBV 佔據整體投資組合約 3.3% 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
SLB
市值: US$258.9萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$2332.6萬
在 Q3 2024 季度中，Romano Brothers And Company 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 37 個部位、減碼 11 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SLB。
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。