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: 0001765515
申報總市值
US$3.8億
US$3.8億
73 檔
17.8%
S.E.E.D. Planning Group LLC 在 Q3 2024 季度的美股部位總計估值為 US$3.8億，分散於 73 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q3 2024 的資金脈絡，S.E.E.D. Planning Group LLC 在獲利結算 4 檔個股的同時，將資本重新部署至 3 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，S.E.E.D. Planning Group LLC 的前 5 大核心持股（包含 AAPL, MOAT, AMZN 等）合計佔整體申報市值的 17.8%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 5.08% | -0.42% | -3.85% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 4.75% | -0.15% | +44.20% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.67% | -0.55% | +0.06% | |
| 4 | NEE | Nextera Energy Inc | 股票-公用事業 | 3.92% | -0.26% | -13.64% | |
| 5 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 3.89% | -0.17% | +60.50% | |
| 6 | ENB | Enbridge Inc | 股票-能源 | 3.70% | -0.35% | -3.39% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.63% | -0.37% | +2.30% | |
| 8 | ECL | Ecolab Inc | 股票-原物料 | 3.60% | -0.01% | -4.59% | |
| 9 | CBRE | Cbre Group Inc - A | 股票-房地產 | 3.55% | -0.06% | -12.73% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.49% | -0.47% | -5.72% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.32% | -0.14% | -0.20% | |
| 12 | HON | Honeywell International Inc | 股票-工業 | 3.20% | — | +12.48% | |
| 13 | USB | US Bancorp | 股票-金融 | 2.94% | +0.02% | -1.65% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.72% | -0.44% | -10.12% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 2.29% | +0.15% | -3.17% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 2.29% | -0.03% | +3.79% | |
| 17 | LIN | Linde plc | 股票-原物料 | 2.21% | -0.20% | -2.31% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.05% | -0.08% | -1.25% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.05% | — | +4.45% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.98% | +0.12% | +2016.44% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.89% | — | +3.82% | |
| 22 | AMT | American Tower CORP | 股票-房地產 | 1.86% | — | -7.07% | |
| 23 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.86% | -3.48% | +10.93% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工業 | 1.81% | -0.66% | -12.76% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.59% | — | +2.33% | |
| 26 | VLO | Valero Energy CORP | 股票-能源 | 1.59% | -0.25% | -2.00% | |
| 27 | CTVA | Corteva Inc | 股票-原物料 | 1.21% | — | +11.75% | |
| 28 | CSGP | Costar Group Inc | 股票-房地產 | 1.13% | -0.39% | +24.56% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.12% | -0.12% | +4.78% | |
| 30 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 1.06% | +0.09% | +5.65% | |
| 31 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.06% | — | +3.48% | |
| 32 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.05% | — | +1.30% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 0.91% | +0.46% | -4.64% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | — | -3.37% | |
| 35 | EQIX | Equinix Inc | 股票-房地產 | 0.86% | -0.11% | +3.57% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.83% | -0.01% | +30.83% | |
| 37 | PH | Parker Hannifin CORP | 股票-工業 | 0.82% | — | -3.92% | |
| 38 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.80% | — | +8.12% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.77% | +0.16% | +13.81% | |
| 40 | SO | Southern Co/the | 股票-公用事業 | 0.75% | — | -2.17% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | +0.02% | — | |
| 42 | BSJR | Invesco Bulletshares 2027 Hy | ETF-其他 | 0.68% | +0.05% | +5.11% | |
| 43 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 0.67% | +0.05% | +3.64% | |
| 44 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 0.67% | — | +0.98% | |
| 45 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 0.65% | — | +2.15% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.59% | — | +5.16% | |
| 47 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.53% | — | +16.04% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.51% | -0.15% | +12.44% | |
| 49 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.46% | — | +16.98% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.46% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.9% | +2016.44% | 加碼 |
| 2 | MOAT | Vaneck Morningstar Wide Moat | +1.5% | +44.20% | 加碼 |
| 3 | EL | Estee Lauder Companies-cl A | +1.1% | +60.50% | 加碼 |
| 4 | CBRE | Cbre Group Inc - A | +0.4% | -12.73% | 減碼 |
| 5 | AMAT | Applied Materials Inc | +0.3% | NEW | 新建倉 |
| 6 | A | Agilent Technologies Inc | +0.3% | +10.93% | 加碼 |
| 7 | LOW | Lowe's Cos Inc | +0.2% | +4.78% | 加碼 |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | +3.82% | 加碼 |
| 9 | CSGP | Costar Group Inc | +0.2% | +24.56% | 加碼 |
| 10 | SBUX | Starbucks CORP | +0.2% | +8.12% | 加碼 |
| 11 | MA | Mastercard Inc - A | +0.1% | +3.79% | 加碼 |
| 12 | CTVA | Corteva Inc | +0.1% | +11.75% | 加碼 |
| 13 | JNJ | Johnson & Johnson | +0.1% | +4.45% | 加碼 |
| 14 | DIS | Walt Disney Co/the | +0.1% | +30.83% | 加碼 |
| 15 | USB | US Bancorp | +0.1% | -1.65% | 減碼 |
| 16 | TSLA | Tesla Inc | +0.1% | NEW | 新建倉 |
| 17 | HD | Home Depot Inc | +0.1% | -3.17% | 減碼 |
| 18 | APD | Air Products & Chemicals Inc | +0.1% | +16.04% | 加碼 |
| 19 | ACN | Accenture plc | +0.1% | +12.44% | 加碼 |
| 20 | EQIX | Equinix Inc | +0.1% | +3.57% | 加碼 |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +2.27% | 加碼 |
| 22 | PH | Parker Hannifin CORP | +0.1% | -3.92% | 減碼 |
| 23 | SCHX | Schwab US Large-cap ETF | +0.1% | +13.81% | 加碼 |
| 24 | IFF | Intl Flavors & Fragrances | +0.1% | +16.98% | 加碼 |
| 25 | PG | Procter & Gamble Co/the | +0.1% | NEW | 新建倉 |
| 26 | NOC | Northrop Grumman CORP | +0.1% | +19.49% | 加碼 |
| 27 | RTX | Rtx CORP | 0% | -4.64% | 減碼 |
| 28 | SO | Southern Co/the | 0% | -2.17% | 減碼 |
| 29 | ENB | Enbridge Inc | 0% | -3.39% | 減碼 |
| 30 | AMT | American Tower CORP | 0% | -7.07% | 減碼 |
| 31 | TMO | Thermo Fisher Scientific Inc | 0% | -1.25% | 減碼 |
| 32 | CMCSA | Comcast Corp-class A | 0% | +5.16% | 加碼 |
| 33 | LMT | Lockheed Martin CORP | 0% | -12.76% | 減碼 |
| 34 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +5.65% | 加碼 |
| 35 | HON | Honeywell International Inc | 0% | +12.48% | 加碼 |
| 36 | V | Visa Inc-class A Shares | 0% | +2.33% | 加碼 |
| 37 | LIN | Linde plc | -0.1% | -2.31% | 減碼 |
| 38 | META | Meta Platforms Inc-class A | -0.1% | -5.72% | 減碼 |
| 39 | AWK | American Water Works Co Inc | -0.1% | EXIT | 清倉 |
| 40 | TXN | Texas Instruments Inc | -0.1% | EXIT | 清倉 |
| 41 | AAPL | Apple Inc | -0.2% | -3.85% | 減碼 |
| 42 | CSCO | Cisco Systems Inc | -0.2% | EXIT | 清倉 |
| 43 | NEE | Nextera Energy Inc | -0.3% | -13.64% | 減碼 |
| 44 | XYL | Xylem Inc | -0.3% | -49.68% | 減碼 |
| 45 | ECL | Ecolab Inc | -0.3% | -4.59% | 減碼 |
| 46 | VLO | Valero Energy CORP | -0.5% | -2.00% | 減碼 |
| 47 | COST | Costco Wholesale CORP | -0.5% | -10.12% | 減碼 |
| 48 | AMZN | Amazon.com Inc | -0.6% | +0.06% | 加碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | -0.20% | 減碼 |
| 50 | D | Dominion Energy Inc | -3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，S.E.E.D. Planning Group LLC 在 Q3 2024 季度的美股持倉總市值約為 US$3.8億，共申報了 73 個公開持股部位。
在 Q3 2024 季度，S.E.E.D. Planning Group LLC 按市值排列的前三大核心持股分別為：AAPL (5.1%)、MOAT (4.8%)、AMZN (4.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.1% 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
AMAT
市值: US$94.5萬
本季最大獲利了結 / 清倉標的
D
前期市值: US$830.1萬
在 Q3 2024 季度中，S.E.E.D. Planning Group LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 24 個部位、減碼 19 個部位以及清倉 4 個部位。 其中最大新建倉標的為 AMAT。 本季清倉部位包含 D。
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。