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
302 檔
11.7%
Q4 2024 季度申報顯示，Romano Brothers And Company 揭露的美股組合總市值為 US$9.9億，涵蓋 302 個不同之權益投資部位。
在 Q4 2024，Romano Brothers And Company 展現出較為審慎的避險與獲利了結姿態。本季共減碼 34 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Romano Brothers And Company 的前 5 大持股（包含 AAPL, AVGO, VOO）貢獻了組合市值的 11.7%，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 302 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 | 3.42% | -0.02% | -1.24% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 3.01% | +0.10% | -0.78% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.96% | +0.05% | +0.69% | |
| 4 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.94% | +0.01% | -0.72% | |
| 5 | CACI | Caci International Inc -cl A | 股票-科技 | 2.41% | -0.69% | -0.99% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.33% | +0.03% | -0.08% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.30% | -0.06% | +1.57% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.23% | -0.19% | -0.43% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.01% | +0.02% | -0.14% | |
| 10 | FISV | Fiserv Inc | 股票-其他 | 1.92% | -0.13% | -0.44% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.91% | +0.10% | +1.98% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.28% | -0.10% | -1.06% | |
| 13 | FDX | Fedex CORP | 股票-工業 | 1.26% | -0.30% | -0.52% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.17% | +0.43% | -0.26% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.16% | +0.02% | -0.59% | |
| 16 | DUK | Duke Energy CORP | 股票-公用事業 | 1.13% | -0.19% | -0.57% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.13% | +0.11% | -0.37% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.09% | -0.08% | -1.04% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | +0.08% | +0.83% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.00% | — | -1.36% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.98% | -0.18% | -1.02% | |
| 22 | ARCC | Ares Capital CORP | 股票-金融 | 0.98% | -0.07% | +11.19% | |
| 23 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.97% | -0.13% | -0.72% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 0.93% | -0.18% | -0.21% | |
| 25 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.92% | -0.10% | -0.52% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | -0.01% | -1.30% | |
| 27 | UPS | United Parcel Service-cl B | 股票-工業 | 0.89% | -0.03% | -0.49% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.02% | -2.40% | |
| 29 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.82% | -0.04% | +0.01% | |
| 30 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.82% | +0.09% | -1.37% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.82% | +0.10% | -0.78% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.79% | +0.35% | -4.02% | |
| 33 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.75% | +0.01% | -3.31% | |
| 34 | HON | Honeywell International Inc | 股票-工業 | 0.72% | -0.60% | EXIT | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.72% | +0.12% | -3.00% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.71% | +0.04% | +8.84% | |
| 37 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.70% | -0.05% | -2.07% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.69% | -0.15% | +72.04% | |
| 39 | GPN | Global Payments Inc | 股票-工業 | 0.69% | -0.07% | -0.62% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 0.68% | -0.08% | -0.23% | |
| 41 | ETN | Eaton Corporation plc | 股票-工業 | 0.66% | +0.04% | -3.22% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | -0.08% | -0.91% | |
| 43 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.66% | -0.16% | +25.44% | |
| 44 | ITW | Illinois Tool Works | 股票-工業 | 0.65% | -0.05% | -1.32% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | -0.11% | -0.27% | |
| 46 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.65% | -0.07% | +0.12% | |
| 47 | BMO | Bank Of Montreal | 股票-金融 | 0.64% | +0.11% | +0.78% | |
| 48 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.63% | -0.18% | -1.91% | |
| 49 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.56% | -0.02% | -1.62% | |
| 50 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 0.56% | +0.06% | -8.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | -0.78% | 減碼 |
| 2 | BDX | Becton Dickinson And Co | +0.4% | +616.70% | 加碼 |
| 3 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 4 | FISV | Fiserv Inc | +0.3% | -0.44% | 減碼 |
| 5 | BLK | Blackrock Inc | +0.3% | NEW | 新建倉 |
| 6 | PEP | Pepsico Inc | +0.3% | +72.04% | 加碼 |
| 7 | AAPL | Apple Inc | +0.2% | -1.24% | 減碼 |
| 8 | ULTA | Ulta Beauty Inc | +0.2% | +25.44% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.2% | -0.59% | 減碼 |
| 10 | VUG | Vanguard Growth ETF | +0.2% | +1.98% | 加碼 |
| 11 | CON | Concentra Group Holdings Par | +0.2% | NEW | 新建倉 |
| 12 | ARCC | Ares Capital CORP | +0.2% | +11.19% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | -0.37% | 減碼 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | -0.26% | 減碼 |
| 15 | NVDA | Nvidia CORP | +0.1% | +0.83% | 加碼 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.69% | 加碼 |
| 17 | WSM | Williams-sonoma Inc | +0.1% | -3.31% | 減碼 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.78% | 減碼 |
| 19 | GPC | Genuine Parts Co | +0.1% | +73.45% | 加碼 |
| 20 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +44.32% | 加碼 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -2.40% | 減碼 |
| 22 | DLR | Digital Realty Trust Inc | +0.1% | -0.52% | 減碼 |
| 23 | CDW | Cdw Corp/de | +0.1% | +192.62% | 加碼 |
| 24 | C | Citigroup Inc | +0.1% | +5.23% | 加碼 |
| 25 | EXE | Expand Energy CORP | +0.1% | — | 不變 |
| 26 | UPS | United Parcel Service-cl B | -0.1% | -0.49% | 減碼 |
| 27 | TGT | Target CORP | -0.1% | -6.57% | 減碼 |
| 28 | DUK | Duke Energy CORP | -0.1% | -0.57% | 減碼 |
| 29 | MDT | Medtronic plc | -0.1% | -7.76% | 減碼 |
| 30 | LLY | Eli Lilly & Co | -0.1% | -0.13% | 減碼 |
| 31 | CSL | Carlisle Cos Inc | -0.1% | -4.31% | 減碼 |
| 32 | CAT | Caterpillar Inc | -0.1% | -4.02% | 減碼 |
| 33 | VZ | Verizon Communications Inc | -0.1% | -1.91% | 減碼 |
| 34 | JNJ | Johnson & Johnson | -0.1% | -0.91% | 減碼 |
| 35 | QCOM | Qualcomm Inc | -0.1% | -3.00% | 減碼 |
| 36 | EMN | Eastman Chemical Co | -0.1% | -0.56% | 減碼 |
| 37 | BAX | Baxter International Inc | -0.1% | -47.24% | 減碼 |
| 38 | DOC | Healthpeak Properties Inc | -0.1% | -41.88% | 減碼 |
| 39 | DOW | Dow Inc | -0.1% | -4.14% | 減碼 |
| 40 | CNC | Centene CORP | -0.1% | -0.92% | 減碼 |
| 41 | INTC | Intel CORP | -0.1% | -58.26% | 減碼 |
| 42 | AMGN | Amgen Inc | -0.2% | -0.23% | 減碼 |
| 43 | SEM | Select Medical Holdings CORP | -0.2% | -0.26% | 減碼 |
| 44 | SWK | Stanley Black & Decker Inc | -0.2% | -28.91% | 減碼 |
| 45 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 46 | IP | International Paper Co | -0.2% | -62.56% | 減碼 |
| 47 | ICLR | ICON Public Limited Company | -0.3% | -8.97% | 減碼 |
| 48 | ABBV | Abbvie Inc | -0.3% | -0.72% | 減碼 |
| 49 | CVS | Cvs Health CORP | -0.4% | -27.30% | 減碼 |
| 50 | CACI | Caci International Inc -cl A | -0.6% | -0.99% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Romano Brothers And Company 在 Q4 2024 季度的美股持倉總市值約為 US$9.9億，共申報了 302 個公開持股部位。
在 Q4 2024 季度，Romano Brothers And Company 按市值排列的前三大核心持股分別為：AAPL (3.4%)、AVGO (3.0%)、VOO (3.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.4% 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
LRCX
市值: US$203.6萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$186.4萬
在 Q4 2024 季度中，Romano Brothers And Company 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 11 個部位、減碼 34 個部位以及清倉 1 個部位。 其中最大新建倉標的為 LRCX。 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。
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。