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: 0001719739
申報總市值
US$8.4億
US$8.4億
283 檔
37.4%
在 Q3 2024 的 13F 官方備案中，Security National Bank 管理的美股投資組合規模來到 US$8.4億，整體持股檔數為 283 檔。
在 Q3 2024，Security National Bank 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 21 檔、減碼 21 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 IVV, NVDA, BRK-A）累計市值佔比達 37.4%，是驅動 Security National Bank 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 283 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 21.37% | +0.01% | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.29% | -0.79% | -5.15% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 4.70% | -0.94% | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.13% | -0.64% | -0.97% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 4.11% | — | — | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.80% | -0.29% | -0.58% | |
| 7 | MUSA | Murphy USA Inc | 股票-循環性消費 | 3.36% | -0.22% | -0.38% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.58% | -0.36% | -0.13% | |
| 9 | ROAD | Construction Partners Inc-a | 股票-工業 | 2.12% | — | — | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.83% | -0.06% | -0.66% | |
| 11 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.82% | +1.52% | -0.54% | |
| 12 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.67% | -0.27% | -0.17% | |
| 13 | MTH | Meritage Homes CORP | 股票-循環性消費 | 1.65% | +0.13% | — | |
| 14 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 1.61% | -0.34% | +10331.64% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.44% | -0.01% | +0.39% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.38% | — | -0.28% | |
| 17 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.28% | -0.04% | +0.29% | |
| 18 | SYK | Stryker CORP | 股票-醫療保健 | 1.25% | -0.20% | +0.11% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.14% | — | +0.51% | |
| 20 | ASML | ASML Holding N.V. | 股票-科技 | 1.13% | +0.59% | +1.43% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工業 | 1.13% | — | -0.19% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.06% | -0.19% | -0.51% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | +0.01% | -0.02% | |
| 24 | BX | Blackstone Inc | 股票-金融 | 1.05% | -0.01% | -0.97% | |
| 25 | ADBE | Adobe Inc | 股票-科技 | 0.95% | -0.01% | -0.48% | |
| 26 | BLKCHF | Blackrock Inc | 股票-其他 | 0.92% | — | -3.43% | |
| 27 | MUR | Murphy Oil CORP | 股票-能源 | 0.90% | -0.42% | -0.10% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.90% | -0.10% | +2.60% | |
| 29 | HON | Honeywell International Inc | 股票-工業 | 0.90% | -0.07% | EXIT | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.88% | +0.14% | +4.18% | |
| 31 | GRBK | Green Brick Partners Inc | 股票-其他 | 0.84% | +0.13% | +0.05% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.83% | -0.01% | +0.38% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.83% | -0.01% | EXIT | |
| 34 | FANG | Diamondback Energy Inc | 股票-能源 | 0.77% | -0.06% | +0.31% | |
| 35 | SCCO | Southern Copper CORP | 股票-原物料 | 0.69% | -0.14% | +1.62% | |
| 36 | CTRA | Coterra Energy Inc | 股票-能源 | 0.68% | -0.01% | EXIT | |
| 37 | SNPS | Synopsys Inc | 股票-科技 | 0.67% | +0.06% | -0.20% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.65% | -0.02% | — | |
| 39 | BR | Broadridge Financial Solutio | 股票-科技 | 0.59% | -0.39% | -0.36% | |
| 40 | TRMB | Trimble Inc | 股票-科技 | 0.56% | -0.16% | -1.72% | |
| 41 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.52% | -0.08% | -0.00% | |
| 42 | GXO | Gxo Logistics Inc | 股票-工業 | 0.52% | -0.01% | EXIT | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.52% | -0.05% | — | |
| 44 | AVGO | Broadcom Inc | 股票-科技 | 0.50% | +0.36% | +898.64% | |
| 45 | NVT | nVent Electric plc | 股票-工業 | 0.46% | +0.04% | +0.28% | |
| 46 | KLAC | Kla CORP | 股票-科技 | 0.44% | +1.05% | +25.78% | |
| 47 | VMI | Valmont Industries | 股票-工業 | 0.42% | +0.38% | -0.31% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | -0.04% | +1.16% | |
| 49 | HUBB | Hubbell Inc | 股票-工業 | 0.39% | +0.05% | +12.13% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.36% | -0.09% | -0.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | +1.6% | +10331.64% | 加碼 |
| 2 | ROAD | Construction Partners Inc-a | +0.3% | — | 不變 |
| 3 | MTH | Meritage Homes CORP | +0.3% | — | 不變 |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | — | 不變 |
| 5 | GRBK | Green Brick Partners Inc | +0.2% | +0.05% | 加碼 |
| 6 | LOW | Lowe's Cos Inc | +0.2% | -0.17% | 減碼 |
| 7 | NOW | Servicenow Inc | +0.2% | +820.79% | 加碼 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.97% | 減碼 |
| 9 | LMT | Lockheed Martin CORP | +0.2% | -0.19% | 減碼 |
| 10 | BX | Blackstone Inc | +0.1% | -0.97% | 減碼 |
| 11 | WEC | Wec Energy Group Inc | +0.1% | NEW | 新建倉 |
| 12 | NEE | Nextera Energy Inc | +0.1% | -0.51% | 減碼 |
| 13 | AAPL | Apple Inc | +0.1% | -0.58% | 減碼 |
| 14 | ACN | Accenture plc | +0.1% | +4.22% | 加碼 |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | -0.28% | 減碼 |
| 16 | IWR | Ishares Russell Mid-cap ETF | +0.1% | — | 不變 |
| 17 | ZTS | Zoetis Inc | +0.1% | +0.29% | 加碼 |
| 18 | BLKCHF | Blackrock Inc | +0.1% | -3.43% | 減碼 |
| 19 | HUBB | Hubbell Inc | +0.1% | +12.13% | 加碼 |
| 20 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +77.21% | 加碼 |
| 21 | TMO | Thermo Fisher Scientific Inc | 0% | +0.38% | 加碼 |
| 22 | KLAC | Kla CORP | 0% | +25.78% | 加碼 |
| 23 | MSI | Motorola Solutions Inc | 0% | +21.65% | 加碼 |
| 24 | CB | Chubb Limited | 0% | +5.16% | 加碼 |
| 25 | SCCO | Southern Copper CORP | 0% | +1.62% | 加碼 |
| 26 | TRMB | Trimble Inc | 0% | -1.72% | 減碼 |
| 27 | JEPI | Jpmorgan Equity Premium Inco | 0% | +2.60% | 加碼 |
| 28 | BR | Broadridge Financial Solutio | 0% | -0.36% | 減碼 |
| 29 | VXF | Vanguard Extended Market ETF | — | — | 不變 |
| 30 | SYK | Stryker CORP | 0% | +0.11% | 加碼 |
| 31 | V | Visa Inc-class A Shares | 0% | +0.39% | 加碼 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | -0.02% | 減碼 |
| 33 | NVT | nVent Electric plc | -0.1% | +0.28% | 加碼 |
| 34 | MUSA | Murphy USA Inc | -0.1% | -0.38% | 減碼 |
| 35 | LW | Lamb Weston Holdings Inc | -0.1% | -92.52% | 減碼 |
| 36 | TE | T1 Energy Inc | -0.1% | — | 不變 |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | +4.18% | 加碼 |
| 38 | CTRA | Coterra Energy Inc | -0.1% | +1.56% | 加碼 |
| 39 | ADBE | Adobe Inc | -0.2% | -0.48% | 減碼 |
| 40 | SNPS | Synopsys Inc | -0.2% | -0.20% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | -0.2% | +0.51% | 加碼 |
| 42 | FANG | Diamondback Energy Inc | -0.2% | +0.31% | 加碼 |
| 43 | AMZN | Amazon.com Inc | -0.2% | -0.66% | 減碼 |
| 44 | DE | Deere & Co | -0.3% | -44.38% | 減碼 |
| 45 | MUR | Murphy Oil CORP | -0.3% | -0.10% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.3% | -0.13% | 減碼 |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.3% | — | 不變 |
| 48 | ARE | Alexandria Real Estate Equit | -0.3% | -99.70% | 減碼 |
| 49 | ASML | ASML Holding N.V. | -0.3% | +1.43% | 加碼 |
| 50 | NVDA | Nvidia CORP | -1.2% | -5.15% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Security National Bank 在 Q3 2024 季度的美股持倉總市值約為 US$8.4億，共申報了 283 個公開持股部位。
在 Q3 2024 季度，Security National Bank 按市值排列的前三大核心持股分別為：IVV (21.4%)、NVDA (8.3%)、BRK-A (4.7%)。其中最大持股部位 IVV 佔據整體投資組合約 21.4% 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
WEC
市值: US$93.7萬
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$6545.5萬
在 Q3 2024 季度中，Security National Bank 共進行了 43 項持倉異動，包含新建倉 1 個部位、加碼 21 個部位、減碼 21 個部位以及清倉 0 個部位。 其中最大新建倉標的為 WEC。
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。