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: 0000710127
申報總市值
US$4.5億
US$4.5億
171 檔
30.0%
根據最新整理的 13F 季度數據集，Searle & Co. 於 Q3 2024 結束時的管理資產規模為 US$4.5億。該機構在本季度申報了 171 檔美股持倉，呈現出該時期的主要投資地圖。
Searle & Co. 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 94 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。
整體而言，Searle & Co. 的前 5 大持股（包含 JPM, AAPL, MSFT）貢獻了組合市值的 30.0%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 16.00% | — | +8.29% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.11% | +0.14% | -0.04% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.14% | -0.36% | -0.81% | |
| 4 | AXP | American Express Co | 股票-金融 | 2.81% | — | -15.06% | |
| 5 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.28% | +0.15% | -9.55% | |
| 6 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.26% | +2.08% | -0.38% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.20% | -0.93% | -50.89% | |
| 8 | CAT | Caterpillar Inc | 股票-工業 | 1.99% | +1.37% | -0.24% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 1.83% | +0.11% | -21.83% | |
| 10 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.83% | -0.37% | -1.12% | |
| 11 | NUE | Nucor CORP | 股票-原物料 | 1.74% | +0.34% | — | |
| 12 | PM | Philip Morris International | 股票-非循環性消費 | 1.72% | -0.05% | -0.57% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.71% | +0.11% | -3.64% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.65% | -0.05% | — | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.63% | -0.09% | -57.05% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.60% | -0.38% | -1.56% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.56% | -0.16% | -9.79% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 1.49% | -0.25% | -0.46% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.17% | -0.02% | -35.65% | |
| 20 | YUM | Yum! Brands Inc | 股票-循環性消費 | 1.16% | -0.08% | -1.01% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.12% | -0.04% | -1.01% | |
| 22 | HON | Honeywell International Inc | 股票-工業 | 1.11% | -1.56% | EXIT | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.09% | -0.19% | -10.43% | |
| 24 | RVTY | Revvity Inc | 股票-醫療保健 | 1.07% | +0.12% | — | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 1.04% | -0.01% | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.01% | +0.21% | — | |
| 27 | TRGP | Targa Resources CORP | 股票-能源 | 0.96% | -0.04% | — | |
| 28 | ETN | Eaton Corporation plc | 股票-工業 | 0.89% | +0.07% | -0.84% | |
| 29 | NOC | Northrop Grumman CORP | 股票-工業 | 0.84% | -0.39% | -0.50% | |
| 30 | HES | Hess CORP | 股票-其他 | 0.84% | — | — | |
| 31 | ROK | Rockwell Automation Inc | 股票-工業 | 0.82% | +0.26% | — | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | +0.26% | -60.56% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.76% | +0.49% | — | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.75% | +0.16% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.69% | +0.10% | -2.67% | |
| 36 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.69% | — | — | |
| 37 | PFE | Pfizer Inc | 股票-醫療保健 | 0.67% | -0.14% | -16.68% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.63% | +0.20% | -1.65% | |
| 39 | EQH | Equitable Holdings Inc | 股票-金融 | 0.62% | +0.05% | -0.83% | |
| 40 | DHR | Danaher CORP | 股票-醫療保健 | 0.62% | -0.04% | — | |
| 41 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.58% | +0.08% | -1.20% | |
| 42 | AMGN | Amgen Inc | 股票-醫療保健 | 0.56% | -0.05% | -4.15% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | -0.05% | — | |
| 44 | APG | Api Group CORP | 股票-工業 | 0.52% | — | — | |
| 45 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.51% | — | -0.68% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工業 | 0.51% | +0.07% | -2.37% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.50% | -0.09% | — | |
| 48 | OKE | Oneok Inc | 股票-能源 | 0.49% | -0.04% | -0.39% | |
| 49 | BA | Boeing Co/the | 股票-工業 | 0.46% | -0.02% | — | |
| 50 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.46% | +0.21% | -3.30% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +2.7% | +8.29% | 加碼 |
| 2 | AAPL | Apple Inc | +1.2% | -0.04% | 減碼 |
| 3 | IBM | Intl Business Machines CORP | +0.4% | -3.64% | 減碼 |
| 4 | CAT | Caterpillar Inc | +0.4% | -0.24% | 減碼 |
| 5 | PM | Philip Morris International | +0.4% | -0.57% | 減碼 |
| 6 | RTX | Rtx CORP | +0.3% | -0.46% | 減碼 |
| 7 | MCD | Mcdonald's CORP | +0.3% | -1.56% | 減碼 |
| 8 | BNY | Bank Of New York Mellon CORP | +0.3% | +226.76% | 加碼 |
| 9 | BNT | Brookfield Wealth Solutions Ltd. | +0.3% | NEW | 新建倉 |
| 10 | RVTY | Revvity Inc | +0.3% | — | 不變 |
| 11 | HD | Home Depot Inc | +0.2% | -1.01% | 減碼 |
| 12 | ABBV | Abbvie Inc | +0.2% | -9.55% | 減碼 |
| 13 | ADP | Automatic Data Processing | +0.2% | — | 不變 |
| 14 | NOC | Northrop Grumman CORP | +0.2% | -0.50% | 減碼 |
| 15 | TRGP | Targa Resources CORP | +0.2% | — | 不變 |
| 16 | BMY | Bristol-myers Squibb Co | +0.2% | -10.43% | 減碼 |
| 17 | V | Visa Inc-class A Shares | +0.2% | — | 不變 |
| 18 | AXP | American Express Co | +0.2% | -15.06% | 減碼 |
| 19 | PEP | Pepsico Inc | +0.2% | -1.12% | 減碼 |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | -0.38% | 減碼 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | — | 不變 |
| 22 | YUM | Yum! Brands Inc | +0.1% | -1.01% | 減碼 |
| 23 | DHR | Danaher CORP | +0.1% | — | 不變 |
| 24 | ETN | Eaton Corporation plc | +0.1% | -0.84% | 減碼 |
| 25 | JNJ | Johnson & Johnson | +0.1% | -9.79% | 減碼 |
| 26 | DKNG 0 03-15-28債券 | Draftkings Holdings Inc | +0.1% | NEW | 新建倉 |
| 27 | OKE | Oneok Inc | +0.1% | -0.39% | 減碼 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | 不變 |
| 29 | MSFT | Microsoft CORP | +0.1% | -0.81% | 減碼 |
| 30 | CTAS | Cintas CORP | +0.1% | +300.00% | 加碼 |
| 31 | DEO | Diageo Plc-sponsored Adr | +0.1% | -0.68% | 減碼 |
| 32 | TXN | Texas Instruments Inc | +0.1% | -1.65% | 減碼 |
| 33 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 34 | THC | Tenet Healthcare CORP | +0.1% | — | 不變 |
| 35 | NEE | Nextera Energy Inc | +0.1% | -2.15% | 減碼 |
| 36 | AEP | American Electric Power | +0.1% | -3.98% | 減碼 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.67% | 減碼 |
| 38 | MMM | 3m Co | +0.1% | NEW | 新建倉 |
| 39 | TFLO | Ishares Treasury Floating Ra | +0.1% | NEW | 新建倉 |
| 40 | MELI | Mercadolibre Inc | +0.1% | NEW | 新建倉 |
| 41 | AWK 3.625 06-15-26債券 | American Water Capital C | +0.1% | NEW | 新建倉 |
| 42 | SEA1EUR | Seabridge Gold Inc | +0.1% | NEW | 新建倉 |
| 43 | MSI | Motorola Solutions Inc | +0.1% | — | 不變 |
| 44 | WEC | Wec Energy Group Inc | +0.1% | — | 不變 |
| 45 | CVS | Cvs Health CORP | +0.1% | +1.08% | 加碼 |
| 46 | CL | Colgate-palmolive Co | +0.1% | — | 不變 |
| 47 | RPRX | Royalty Pharma plc | +0.1% | — | 不變 |
| 48 | COST | Costco Wholesale CORP | +0.1% | — | 不變 |
| 49 | EQH | Equitable Holdings Inc | +0.1% | -0.83% | 減碼 |
| 50 | GE | General Electric | 0% | +0.13% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Searle & Co. 在 Q3 2024 季度的美股持倉總市值約為 US$4.5億，共申報了 171 個公開持股部位。
在 Q3 2024 季度，Searle & Co. 按市值排列的前三大核心持股分別為：JPM (16.0%)、AAPL (8.1%)、MSFT (4.1%)。其中最大持股部位 JPM 佔據整體投資組合約 16.0% 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
BNT
市值: US$120.4萬
本季最大獲利了結 / 清倉標的
FITB
前期市值: US$602.2萬
在 Q3 2024 季度中，Searle & Co. 共進行了 111 項持倉異動，包含新建倉 8 個部位、加碼 9 個部位、減碼 73 個部位以及清倉 21 個部位。 其中最大新建倉標的為 BNT。 本季清倉部位包含 FITB。
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。