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
177 檔
18.4%
Searle & Co. 在 Q4 2024 季度的美股部位總計估值為 US$4.5億，分散於 177 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2024 期間，Searle & Co. 展現了靈活的資產再平衡步調，透過出清 9 檔弱勢或達到目標價部位，將資金轉置於 15 檔新建倉標的之中。
在資產配置集中度方面，Searle & Co. 的前 5 大核心持股（包含 AAPL, MSFT, AXP 等）合計佔整體申報市值的 18.4%，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 | 10.06% | +0.14% | -0.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.76% | -0.36% | +1.68% | |
| 3 | AXP | American Express Co | 股票-金融 | 3.61% | — | +1.61% | |
| 4 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.79% | +2.08% | +100.00% | |
| 5 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.43% | +0.15% | +2.16% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.40% | -0.93% | +2.90% | |
| 7 | BAC | Bank Of America CORP | 股票-金融 | 2.34% | +0.11% | — | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.24% | -0.05% | +1.96% | |
| 9 | CAT | Caterpillar Inc | 股票-工業 | 2.13% | +1.37% | -0.10% | |
| 10 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.09% | -0.37% | +10.53% | |
| 11 | PM | Philip Morris International | 股票-非循環性消費 | 1.99% | -0.05% | +0.89% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.91% | +0.11% | -2.42% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.84% | -0.38% | +4.76% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.82% | -0.09% | -0.24% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 1.65% | -0.25% | — | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.60% | -0.16% | -1.14% | |
| 17 | NUE | Nucor CORP | 股票-原物料 | 1.56% | +0.34% | — | |
| 18 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.54% | -0.02% | +30.13% | |
| 19 | HON | Honeywell International Inc | 股票-工業 | 1.40% | -1.56% | EXIT | |
| 20 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.38% | -0.19% | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.36% | +0.21% | +11.51% | |
| 22 | TRGP | Targa Resources CORP | 股票-能源 | 1.34% | -0.04% | — | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 1.28% | -0.04% | +3.48% | |
| 24 | ADP | Automatic Data Processing | 股票-科技 | 1.26% | -0.01% | -0.17% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | -0.08% | — | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | — | -94.51% | |
| 27 | RVTY | Revvity Inc | 股票-醫療保健 | 1.08% | +0.12% | — | |
| 28 | ETN | Eaton Corporation plc | 股票-工業 | 1.03% | +0.07% | — | |
| 29 | YUM | Yum! Brands Inc | 股票-循環性消費 | 1.03% | -0.08% | -19.76% | |
| 30 | ROK | Rockwell Automation Inc | 股票-工業 | 1.01% | +0.26% | — | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.98% | +0.49% | — | |
| 32 | HES | Hess CORP | 股票-其他 | 0.95% | — | — | |
| 33 | NOC | Northrop Grumman CORP | 股票-工業 | 0.86% | -0.39% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.81% | +0.10% | — | |
| 35 | EQH | Equitable Holdings Inc | 股票-金融 | 0.81% | +0.05% | — | |
| 36 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.80% | +0.08% | +0.64% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.78% | +0.16% | — | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.75% | +0.26% | -3.73% | |
| 39 | PFE | Pfizer Inc | 股票-醫療保健 | 0.74% | -0.14% | +4.40% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.72% | -0.05% | -0.48% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.67% | — | — | |
| 42 | APG | Api Group CORP | 股票-工業 | 0.63% | — | -2.39% | |
| 43 | TXN | Texas Instruments Inc | 股票-科技 | 0.63% | +0.20% | -4.36% | |
| 44 | BA | Boeing Co/the | 股票-工業 | 0.62% | -0.02% | -0.52% | |
| 45 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | +0.21% | +13.15% | |
| 46 | OKE | Oneok Inc | 股票-能源 | 0.61% | -0.04% | -1.61% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.60% | -0.09% | +1.29% | |
| 48 | DHR | Danaher CORP | 股票-醫療保健 | 0.58% | -0.04% | -2.25% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.54% | +0.01% | +54.45% | |
| 50 | UPS | United Parcel Service-cl B | 股票-工業 | 0.54% | +0.07% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2% | -0.16% | 減碼 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +1.2% | NEW | 新建倉 |
| 3 | AXP | American Express Co | +0.8% | +1.61% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.6% | +1.68% | 加碼 |
| 5 | V | Visa Inc-class A Shares | +0.6% | +1.96% | 加碼 |
| 6 | PANW | Palo Alto Networks Inc | +0.5% | +100.00% | 加碼 |
| 7 | BAC | Bank Of America CORP | +0.5% | — | 不變 |
| 8 | TRGP | Targa Resources CORP | +0.4% | — | 不變 |
| 9 | MRK | Merck & Co. Inc. | +0.4% | +30.13% | 加碼 |
| 10 | CSX | Csx CORP | +0.4% | NEW | 新建倉 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +11.51% | 加碼 |
| 12 | HON | Honeywell International Inc | +0.3% | — | 不變 |
| 13 | BMY | Bristol-myers Squibb Co | +0.3% | — | 不變 |
| 14 | PM | Philip Morris International | +0.3% | +0.89% | 加碼 |
| 15 | PEP | Pepsico Inc | +0.3% | +10.53% | 加碼 |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.2% | +54.45% | 加碼 |
| 17 | MCD | Mcdonald's CORP | +0.2% | +4.76% | 加碼 |
| 18 | WFC 7.5 PERP L債券 | Wells Fargo & Company | +0.2% | NEW | 新建倉 |
| 19 | AMZN | Amazon.com Inc | +0.2% | +0.64% | 加碼 |
| 20 | CSCO | Cisco Systems Inc | +0.2% | — | 不變 |
| 21 | ADP | Automatic Data Processing | +0.2% | -0.17% | 減碼 |
| 22 | XOM | Exxon Mobil CORP | +0.2% | +2.90% | 加碼 |
| 23 | IBM | Intl Business Machines CORP | +0.2% | -2.42% | 減碼 |
| 24 | EQH | Equitable Holdings Inc | +0.2% | — | 不變 |
| 25 | PG | Procter & Gamble Co/the | +0.2% | -0.24% | 減碼 |
| 26 | ROK | Rockwell Automation Inc | +0.2% | — | 不變 |
| 27 | MPLX | Mplx LP | +0.2% | +222.22% | 加碼 |
| 28 | DIS | Walt Disney Co/the | +0.2% | -0.48% | 減碼 |
| 29 | BA | Boeing Co/the | +0.2% | -0.52% | 減碼 |
| 30 | RTX | Rtx CORP | +0.2% | — | 不變 |
| 31 | HD | Home Depot Inc | +0.2% | +3.48% | 加碼 |
| 32 | ABBV | Abbvie Inc | +0.2% | +2.16% | 加碼 |
| 33 | GOOGL | Alphabet Inc-cl A | +0.2% | +51.26% | 加碼 |
| 34 | XLK | Ss Technology Select Sector | +0.2% | +13.15% | 加碼 |
| 35 | CAT | Caterpillar Inc | +0.1% | -0.10% | 減碼 |
| 36 | ETN | Eaton Corporation plc | +0.1% | — | 不變 |
| 37 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | 新建倉 |
| 38 | WFC | Wells Fargo & Co | +0.1% | NEW | 新建倉 |
| 39 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | NEW | 新建倉 |
| 40 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不變 |
| 41 | OKE | Oneok Inc | +0.1% | -1.61% | 減碼 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | 不變 |
| 43 | RDDT | Reddit Inc-cl A | +0.1% | NEW | 新建倉 |
| 44 | APG | Api Group CORP | +0.1% | -2.39% | 減碼 |
| 45 | HES | Hess CORP | +0.1% | — | 不變 |
| 46 | BNY | Bank Of New York Mellon CORP | +0.1% | — | 不變 |
| 47 | COST | Costco Wholesale CORP | +0.1% | +1.29% | 加碼 |
| 48 | TSLA | Tesla Inc | +0.1% | +1.51% | 加碼 |
| 49 | CVX | Chevron CORP | +0.1% | +10.04% | 加碼 |
| 50 | EMR | Emerson Electric Co | +0.1% | +20.73% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Searle & Co. 在 Q4 2024 季度的美股持倉總市值約為 US$4.5億，共申報了 177 個公開持股部位。
在 Q4 2024 季度，Searle & Co. 按市值排列的前三大核心持股分別為：AAPL (10.1%)、MSFT (4.8%)、AXP (3.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.1% 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
BRK-B
市值: US$425.6萬
本季最大獲利了結 / 清倉標的
CTAS
前期市值: US$148.2萬
在 Q4 2024 季度中，Searle & Co. 共進行了 98 項持倉異動，包含新建倉 15 個部位、加碼 39 個部位、減碼 35 個部位以及清倉 9 個部位。 其中最大新建倉標的為 BRK-B。 本季清倉部位包含 CTAS。
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。