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: 0001800911
申報總市值
US$3.3億
US$3.3億
324 檔
11.3%
在 Q3 2024 的 13F 官方備案中，S.A. Mason LLC 管理的美股投資組合規模來到 US$3.3億，整體持股檔數為 324 檔。
S.A. Mason LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 5 檔股票的新建倉與 26 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。
從部位權重觀察，前 5 大標的（包含 NVDA, VTI, MSFT）累計市值佔比達 11.3%，是驅動 S.A. Mason LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 324 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 | 5.87% | -0.28% | +2.05% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.00% | -0.22% | +0.31% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.70% | -0.22% | +0.28% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.10% | +0.01% | -3.89% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.87% | -0.13% | -2.13% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.78% | -0.05% | -0.51% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.56% | -0.01% | +0.57% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.44% | +0.12% | +4.40% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.40% | -0.37% | +0.20% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.85% | +0.57% | +48.00% | |
| 11 | INTU | Intuit Inc | 股票-科技 | 1.77% | -0.55% | +0.22% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.36% | -0.15% | +0.29% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.32% | -0.05% | +0.14% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.29% | -0.13% | +0.04% | |
| 15 | AMGN | Amgen Inc | 股票-醫療保健 | 1.10% | -0.12% | +0.48% | |
| 16 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.09% | -0.22% | +0.01% | |
| 17 | STXF | Strive 500 ETF | ETF-其他 | 1.06% | -0.04% | +1.06% | |
| 18 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.03% | -0.14% | -0.59% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.99% | -0.05% | -2.42% | |
| 20 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.95% | -0.06% | +14.52% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.91% | +0.24% | — | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.89% | -0.23% | +0.40% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.89% | +0.05% | -5.08% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | -0.05% | — | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.84% | -0.30% | — | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.83% | -0.08% | — | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.83% | -0.04% | +19.59% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.82% | -0.03% | -4.05% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.82% | -0.18% | -0.23% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.82% | -0.04% | +0.04% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.79% | -0.08% | +2.29% | |
| 32 | GE | General Electric | 股票-工業 | 0.77% | +0.16% | — | |
| 33 | AXP | American Express Co | 股票-金融 | 0.76% | -0.05% | +0.02% | |
| 34 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.71% | -0.13% | +0.86% | |
| 35 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.71% | -0.17% | — | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.22% | +0.75% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.69% | -0.01% | +0.22% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.03% | +0.51% | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.68% | -0.04% | -5.51% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.65% | -0.02% | +8.75% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | -0.08% | +0.09% | |
| 42 | ROL | Rollins Inc | 股票-循環性消費 | 0.62% | -0.14% | -0.54% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.61% | -0.01% | — | |
| 44 | SYK | Stryker CORP | 股票-醫療保健 | 0.60% | — | — | |
| 45 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.57% | -0.09% | -0.25% | |
| 46 | PAYX | Paychex Inc | 股票-科技 | 0.57% | -0.20% | +0.12% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | +0.03% | +13.41% | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.53% | -0.15% | +0.22% | |
| 49 | CI | THE Cigna Group | 股票-醫療保健 | 0.52% | -0.03% | -3.41% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.52% | -0.04% | +0.53% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.6% | +48.00% | 加碼 |
| 2 | ORCL | Oracle CORP | +0.2% | +19.59% | 加碼 |
| 3 | TOST | Toast Inc-class A | +0.2% | NEW | 新建倉 |
| 4 | VB | Vanguard Small-cap ETF | +0.1% | +4.40% | 加碼 |
| 5 | WTFC | Wintrust Financial CORP | +0.1% | NEW | 新建倉 |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +14.52% | 加碼 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.1% | -2.21% | 減碼 |
| 8 | ABBV | Abbvie Inc | +0.1% | +0.14% | 加碼 |
| 9 | BND | Vanguard Total Bond Market | +0.1% | +46.99% | 加碼 |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | 新建倉 |
| 11 | APA | Apa CORP | +0.1% | NEW | 新建倉 |
| 12 | GE | General Electric | +0.1% | — | 不變 |
| 13 | AAPL | Apple Inc | +0.1% | -0.51% | 減碼 |
| 14 | LOW | Lowe's Cos Inc | +0.1% | -0.25% | 減碼 |
| 15 | WING | Wingstop Inc | +0.1% | NEW | 新建倉 |
| 16 | MA | Mastercard Inc - A | +0.1% | +0.29% | 加碼 |
| 17 | ACN | Accenture plc | +0.1% | -0.23% | 減碼 |
| 18 | AXP | American Express Co | +0.1% | +0.02% | 加碼 |
| 19 | NEE | Nextera Energy Inc | +0.1% | +0.53% | 加碼 |
| 20 | WMT | Walmart Inc | +0.1% | +0.22% | 加碼 |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | +16.89% | 加碼 |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | +28.14% | 加碼 |
| 23 | VO | Vanguard Mid-cap ETF | +0.1% | +0.57% | 加碼 |
| 24 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +8.75% | 加碼 |
| 25 | MCD | Mcdonald's CORP | +0.1% | +0.53% | 加碼 |
| 26 | RTX | Rtx CORP | +0.1% | +0.04% | 加碼 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +4.75% | 加碼 |
| 28 | PH | Parker Hannifin CORP | +0.1% | -0.49% | 減碼 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 不變 |
| 30 | GLD | Spdr Gold Shares | 0% | — | 不變 |
| 31 | IAU | Ishares Gold Trust | 0% | — | 不變 |
| 32 | QQQ | Invesco Qqq Trust Series 1 | 0% | +13.41% | 加碼 |
| 33 | PAYX | Paychex Inc | 0% | +0.12% | 加碼 |
| 34 | HD | Home Depot Inc | 0% | -5.51% | 減碼 |
| 35 | ABT | Abbott Laboratories | 0% | +0.86% | 加碼 |
| 36 | ORLY | O'reilly Automotive Inc | 0% | -0.59% | 減碼 |
| 37 | TJX | Tjx Companies Inc | — | +0.01% | 加碼 |
| 38 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.31% | 加碼 |
| 39 | COST | Costco Wholesale CORP | -0.1% | +0.20% | 加碼 |
| 40 | DLTR | Dollar Tree Inc | -0.1% | -13.79% | 減碼 |
| 41 | INTC | Intel CORP | -0.1% | -9.28% | 減碼 |
| 42 | BA | Boeing Co/the | -0.1% | +0.11% | 加碼 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.13% | 減碼 |
| 44 | ✓ | Macatawa Bk CORP | -0.1% | EXIT | 清倉 |
| 45 | GEV | GE Vernova Inc | -0.1% | -78.77% | 減碼 |
| 46 | F | Ford Motor Co | -0.2% | -76.61% | 減碼 |
| 47 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | — | 不變 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.2% | -5.08% | 減碼 |
| 49 | INTU | Intuit Inc | -0.2% | +0.22% | 加碼 |
| 50 | MSFT | Microsoft CORP | -0.4% | +0.28% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，S.A. Mason LLC 在 Q3 2024 季度的美股持倉總市值約為 US$3.3億，共申報了 324 個公開持股部位。
在 Q3 2024 季度，S.A. Mason LLC 按市值排列的前三大核心持股分別為：NVDA (5.9%)、VTI (4.0%)、MSFT (3.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.9% 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
TOST
市值: US$35.2萬
本季最大獲利了結 / 清倉標的
MACATAWA BK CORP
前期市值: US$23.5萬
在 Q3 2024 季度中，S.A. Mason LLC 共進行了 45 項持倉異動，包含新建倉 5 個部位、加碼 26 個部位、減碼 13 個部位以及清倉 1 個部位。 其中最大新建倉標的為 TOST。 本季清倉部位包含 MACATAWA BK CORP。
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。