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: 0002098745
申報總市值
US$3.4億
US$3.4億
75 檔
10.6%
根據最新整理的 13F 季度數據集，Saranac Partners Ltd 於 Q2 2024 結束時的管理資產規模為 US$3.4億。該機構在本季度申報了 75 檔美股持倉，呈現出該時期的主要投資地圖。
Saranac Partners Ltd 在 Q2 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 31 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, GOOGL, WMT）占據了總市值的 10.6%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 5.95% | -1.00% | -2.20% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.44% | -0.73% | -12.82% | |
| 3 | WMT | Walmart Inc | 股票-非循環性消費 | 4.00% | -0.72% | -4.02% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 3.62% | -0.20% | -1.64% | |
| 5 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.49% | -0.95% | -1.49% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.41% | +0.14% | -1.12% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.41% | -0.17% | +3.96% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.05% | -0.49% | -13.77% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.04% | +0.21% | NEW | |
| 10 | ADBE | Adobe Inc | 股票-科技 | 3.03% | -1.47% | +21.43% | |
| 11 | COR | Cencora Inc | 股票-醫療保健 | 3.01% | — | -1.43% | |
| 12 | ICE | Intercontinental Exchange In | 股票-金融 | 2.95% | -1.16% | +6.10% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.94% | -0.04% | -17.38% | |
| 14 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.89% | -0.32% | -6.01% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.88% | -0.73% | -9.34% | |
| 16 | ECL | Ecolab Inc | 股票-原物料 | 2.76% | -0.15% | -9.33% | |
| 17 | BSX | Boston Scientific CORP | 股票-醫療保健 | 2.75% | -0.78% | -9.95% | |
| 18 | QCOM | Qualcomm Inc | 股票-科技 | 2.71% | -0.15% | -15.67% | |
| 19 | AME | Ametek Inc | 股票-工業 | 2.71% | -0.27% | +2.48% | |
| 20 | SPGI | S&p Global Inc | 股票-金融 | 2.62% | +0.09% | NEW | |
| 21 | CDNS | Cadence Design Sys Inc | 股票-科技 | 2.44% | -0.21% | +2.48% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 2.42% | -0.41% | -4.97% | |
| 23 | TT | Trane Technologies plc | 股票-工業 | 2.42% | -0.01% | -9.83% | |
| 24 | AMAT | Applied Materials Inc | 股票-科技 | 2.37% | +0.54% | -13.68% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 2.34% | -0.42% | +6.09% | |
| 26 | AAPL | Apple Inc | 股票-科技 | 2.33% | -0.68% | — | |
| 27 | PWR | Quanta Services Inc | 股票-工業 | 2.03% | -0.02% | -13.55% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.00% | +0.38% | -13.42% | |
| 29 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 1.99% | -0.63% | +0.69% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.66% | -0.18% | +3.32% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.13% | -0.04% | +3.87% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | +0.06% | -0.61% | |
| 33 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.57% | -0.05% | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.57% | +0.16% | -1.58% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.55% | -0.17% | — | |
| 36 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.50% | -0.15% | +2.91% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.42% | -0.05% | -13.57% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.39% | -0.03% | +2.02% | |
| 39 | LHX | L3harris Technologies Inc | 股票-工業 | 0.37% | -0.39% | -9.11% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.36% | -0.12% | +8.29% | |
| 41 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.33% | +0.13% | +24.64% | |
| 42 | NOC | Northrop Grumman CORP | 股票-工業 | 0.32% | — | +2.08% | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.31% | -0.26% | +75.62% | |
| 44 | INTU | Intuit Inc | 股票-科技 | 0.31% | +0.89% | — | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.29% | -0.04% | +11.16% | |
| 46 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.28% | +0.02% | -19.25% | |
| 47 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.26% | -0.03% | — | |
| 48 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.25% | -0.17% | +8.20% | |
| 49 | AMT | American Tower CORP | 股票-房地產 | 0.24% | -0.04% | — | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.24% | +0.03% | +1.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +2.8% | +1014.39% | 加碼 |
| 2 | ADBE | Adobe Inc | +0.7% | +21.43% | 加碼 |
| 3 | WMT | Walmart Inc | +0.2% | -4.02% | 減碼 |
| 4 | NOW | Servicenow Inc | +0.1% | +6.09% | 加碼 |
| 5 | TJX | Tjx Companies Inc | +0.1% | -1.49% | 減碼 |
| 6 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +75.62% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | -12.82% | 減碼 |
| 8 | ORCL | Oracle CORP | +0.1% | -4.97% | 減碼 |
| 9 | ICE | Intercontinental Exchange In | +0.1% | +6.10% | 加碼 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -17.38% | 減碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不變 |
| 12 | MSFT | Microsoft CORP | +0.1% | -2.20% | 減碼 |
| 13 | ISRG | Intuitive Surgical Inc | +0.1% | -6.01% | 減碼 |
| 14 | AVGO | Broadcom Inc | 0% | -13.77% | 減碼 |
| 15 | FXI | Ishares China Large-cap ETF | 0% | — | 不變 |
| 16 | SPGI | S&p Global Inc | 0% | -1.31% | 減碼 |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +3.32% | 加碼 |
| 18 | UNH | Unitedhealth Group Inc | 0% | -1.12% | 減碼 |
| 19 | BAX | Baxter International Inc | -0.1% | — | 不變 |
| 20 | TEL | TE Connectivity plc | -0.1% | -28.33% | 減碼 |
| 21 | BMY | Bristol-myers Squibb Co | -0.1% | — | 不變 |
| 22 | CE | Celanese CORP | -0.1% | — | 不變 |
| 23 | MPC | Marathon Petroleum CORP | -0.1% | — | 不變 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -18.67% | 減碼 |
| 25 | AGCO | Agco CORP | -0.1% | — | 不變 |
| 26 | KO | Coca-cola Co/the | -0.1% | -27.27% | 減碼 |
| 27 | TRMB | Trimble Inc | -0.1% | -15.40% | 減碼 |
| 28 | HD | Home Depot Inc | -0.1% | -19.16% | 減碼 |
| 29 | CVX | Chevron CORP | -0.1% | -13.57% | 減碼 |
| 30 | EL | Estee Lauder Companies-cl A | -0.1% | +8.20% | 加碼 |
| 31 | AMZN | Amazon.com Inc | -0.2% | -9.34% | 減碼 |
| 32 | ABBV | Abbvie Inc | -0.2% | +3.96% | 加碼 |
| 33 | AME | Ametek Inc | -0.3% | +2.48% | 加碼 |
| 34 | ECL | Ecolab Inc | -0.3% | -9.33% | 減碼 |
| 35 | ACWI | Ishares Msci Acwi ETF | -0.3% | -13.42% | 減碼 |
| 36 | LVS | Las Vegas Sands CORP | -0.4% | +0.69% | 加碼 |
| 37 | COR | Cencora Inc | -0.4% | -1.43% | 減碼 |
| 38 | PWR | Quanta Services Inc | -0.4% | -13.55% | 減碼 |
| 39 | MA | Mastercard Inc - A | -0.5% | -1.64% | 減碼 |
| 40 | AAPL | Apple Inc | — | NEW | 新建倉 |
| 41 | MTB | M & T Bank CORP | — | EXIT | 清倉 |
| 42 | BFAM | Bright Horizons Family Solut | — | EXIT | 清倉 |
| 43 | DHR | Danaher CORP | — | EXIT | 清倉 |
| 44 | NEE | Nextera Energy Inc | — | EXIT | 清倉 |
| 45 | A | Agilent Technologies Inc | — | EXIT | 清倉 |
| 46 | DHI | Dr Horton Inc | — | EXIT | 清倉 |
| 47 | FLKR | Franklin Ftse South Korea | — | EXIT | 清倉 |
| 48 | ADSK | Autodesk Inc | — | EXIT | 清倉 |
| 49 | XOM | Exxon Mobil CORP | — | NEW | 新建倉 |
| 50 | PXDEUR | Pioneer Natural Resources Co | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Saranac Partners Ltd 在 Q2 2024 季度的美股持倉總市值約為 US$3.4億，共申報了 75 個公開持股部位。
在 Q2 2024 季度，Saranac Partners Ltd 按市值排列的前三大核心持股分別為：MSFT (6.0%)、GOOGL (4.4%)、WMT (4.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.0% 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
AAPL
市值: US$391.3萬
本季最大獲利了結 / 清倉標的
MTB
前期市值: US$281.7萬
在 Q2 2024 季度中，Saranac Partners Ltd 共進行了 43 項持倉異動，包含新建倉 2 個部位、加碼 10 個部位、減碼 22 個部位以及清倉 9 個部位。 其中最大新建倉標的為 AAPL。 本季清倉部位包含 MTB。
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。