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: 0002021242
申報總市值
US$17.1億
US$17.1億
159 檔
14.0%
Q2 2024 季度申報顯示，Sienna Gestion 揭露的美股組合總市值為 US$17.1億，涵蓋 159 個不同之權益投資部位。
在 Q2 2024，Sienna Gestion 操作展現出積極擴展與加碼意向。本季共新建倉 20 個新部位，並對 8 個既有持股進行加碼（合計增持 28 檔），相較減碼與清倉部位顯著佔優。
整體而言，Sienna Gestion 的前 5 大持股（包含 MSFT, NVDA, GOOGL）貢獻了組合市值的 14.0%，形成該機構在 Q2 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 | MSFT | Microsoft CORP | 股票-科技 | 7.37% | -0.76% | -2.72% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.04% | -0.43% | +905.94% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.72% | +3.64% | — | |
| 4 | AMAT | Applied Materials Inc | 股票-科技 | 2.39% | +0.48% | -0.12% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.73% | +0.17% | +1.64% | |
| 6 | HD | Home Depot Inc | 股票-循環性消費 | 1.70% | -0.08% | +0.46% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.62% | -0.14% | -4.35% | |
| 8 | ACN | Accenture plc | 股票-科技 | 1.47% | -0.27% | +0.54% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 1.46% | +0.70% | -0.38% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 1.31% | -0.16% | +41.20% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.31% | +1.20% | NEW | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 1.20% | -0.06% | +0.59% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.18% | +0.72% | NEW | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | -0.07% | — | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.16% | +0.19% | +15.67% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 1.14% | -0.03% | -0.83% | |
| 17 | TD | Toronto-dominion Bank | 股票-金融 | 1.10% | -0.69% | EXIT | |
| 18 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.07% | +0.12% | +106.30% | |
| 19 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.06% | -0.07% | -0.56% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 1.06% | -0.16% | +0.87% | |
| 21 | INTU | Intuit Inc | 股票-科技 | 1.03% | -0.44% | -22.12% | |
| 22 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.02% | -0.14% | +0.61% | |
| 23 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.01% | -0.17% | +2.01% | |
| 24 | BLKCHF | Blackrock Inc | 股票-其他 | 1.01% | — | +0.62% | |
| 25 | SPG | Simon Property Group Inc | 股票-房地產 | 1.00% | — | +0.62% | |
| 26 | MFC | Manulife Financial CORP | 股票-金融 | 0.99% | -0.01% | — | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.95% | +0.37% | NEW | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.95% | -0.15% | +2869.89% | |
| 29 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.94% | +0.09% | -4.33% | |
| 30 | AXP | American Express Co | 股票-金融 | 0.93% | +0.03% | NEW | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.92% | -0.55% | -0.12% | |
| 32 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 0.92% | — | — | |
| 33 | OMC | Omnicom Group | 股票-通訊服務 | 0.92% | +0.05% | NEW | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.90% | +1.66% | NEW | |
| 35 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.86% | +0.63% | NEW | |
| 36 | BKR | Baker Hughes Co | 股票-能源 | 0.84% | -0.64% | EXIT | |
| 37 | CMI | Cummins Inc | 股票-工業 | 0.80% | -0.10% | EXIT | |
| 38 | EMN | Eastman Chemical Co | 股票-原物料 | 0.78% | — | — | |
| 39 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.78% | — | — | |
| 40 | PPG | Ppg Industries Inc | 股票-原物料 | 0.77% | — | — | |
| 41 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.75% | — | — | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.75% | -0.02% | — | |
| 43 | PNR | Pentair plc | 股票-工業 | 0.73% | -0.22% | — | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.73% | +1.00% | +2.15% | |
| 45 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.73% | -0.04% | — | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.72% | -0.21% | -0.30% | |
| 47 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.72% | -0.60% | +3.27% | |
| 48 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.69% | -0.03% | -29.74% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.69% | -0.52% | EXIT | |
| 50 | BR | Broadridge Financial Solutio | 股票-科技 | 0.68% | +0.06% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.5% | +905.94% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +3.7% | NEW | 新建倉 |
| 3 | JPM | Jpmorgan Chase & Co | +1.2% | NEW | 新建倉 |
| 4 | CM | Can Imperial Bk Of Commerce | +1% | +106.30% | 加碼 |
| 5 | UNH | Unitedhealth Group Inc | +1% | +2619.23% | 加碼 |
| 6 | MA | Mastercard Inc - A | +1% | +2869.89% | 加碼 |
| 7 | DB | Deutsche Bank Aktiengesellschaft | +0.9% | NEW | 新建倉 |
| 8 | GOOG | Alphabet Inc-cl C | +0.9% | +9026.25% | 加碼 |
| 9 | BKR | Baker Hughes Co | +0.8% | NEW | 新建倉 |
| 10 | EMN | Eastman Chemical Co | +0.8% | NEW | 新建倉 |
| 11 | PPG | Ppg Industries Inc | +0.8% | NEW | 新建倉 |
| 12 | QCOM | Qualcomm Inc | +0.8% | NEW | 新建倉 |
| 13 | GS | Goldman Sachs Group Inc | +0.7% | NEW | 新建倉 |
| 14 | MTB | M & T Bank CORP | +0.7% | NEW | 新建倉 |
| 15 | EBAY | Ebay Inc | +0.6% | NEW | 新建倉 |
| 16 | APH | Amphenol Corp-cl A | +0.6% | NEW | 新建倉 |
| 17 | KMB | Kimberly-clark CORP | +0.6% | +1657.12% | 加碼 |
| 18 | TT | Trane Technologies plc | +0.6% | NEW | 新建倉 |
| 19 | WM | Waste Management Inc | +0.6% | NEW | 新建倉 |
| 20 | LRCXEUR | Lam Research CORP | +0.6% | +1158.07% | 加碼 |
| 21 | SNA | Snap-on Inc | +0.6% | NEW | 新建倉 |
| 22 | ANETEUR | Arista Networks Inc | +0.6% | NEW | 新建倉 |
| 23 | AWK | American Water Works Co Inc | +0.5% | NEW | 新建倉 |
| 24 | A | Agilent Technologies Inc | +0.5% | NEW | 新建倉 |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | +0.5% | NEW | 新建倉 |
| 26 | TRV | Travelers Cos Inc/the | +0.5% | NEW | 新建倉 |
| 27 | CNI | Canadian Natl Railway Co | +0.5% | NEW | 新建倉 |
| 28 | CNH | CNH Industrial N.V. | +0.1% | -73.25% | 減碼 |
| 29 | RY | Royal Bank Of Canada | 0% | -89.18% | 減碼 |
| 30 | WMT | Walmart Inc | 0% | -91.51% | 減碼 |
| 31 | SEIC | Sei Investments Company | -0.1% | -94.16% | 減碼 |
| 32 | XRAY | Dentsply Sirona Inc | -0.1% | EXIT | 清倉 |
| 33 | ABNB | Airbnb Inc-class A | -0.1% | -97.48% | 減碼 |
| 34 | T | At&t Inc | -0.1% | EXIT | 清倉 |
| 35 | BEN | Franklin Resources Inc | -0.1% | EXIT | 清倉 |
| 36 | ADI | Analog Devices Inc | -0.1% | -96.16% | 減碼 |
| 37 | EXC | Exelon CORP | -0.1% | -96.84% | 減碼 |
| 38 | AOS | Smith (a.o.) CORP | -0.1% | EXIT | 清倉 |
| 39 | EMR | Emerson Electric Co | -0.1% | EXIT | 清倉 |
| 40 | MCK | Mckesson CORP | -0.1% | EXIT | 清倉 |
| 41 | WBS | Webster Financial CORP | -0.1% | EXIT | 清倉 |
| 42 | PCAR | Paccar Inc | -0.1% | EXIT | 清倉 |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | 清倉 |
| 44 | CG | Carlyle Group Inc/the | -0.1% | EXIT | 清倉 |
| 45 | MAS | Masco CORP | -0.1% | EXIT | 清倉 |
| 46 | ALC | Alcon Inc. | -0.1% | EXIT | 清倉 |
| 47 | NWSA | News CORP - Class A | -0.1% | -6.93% | 減碼 |
| 48 | V | Visa Inc-class A Shares | -0.2% | EXIT | 清倉 |
| 49 | AAPL | Apple Inc | -0.3% | -94.92% | 減碼 |
| 50 | KO | The Coca-Cola Company | -86.6% | +16.93% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Sienna Gestion 在 Q2 2024 季度的美股持倉總市值約為 US$17.1億，共申報了 159 個公開持股部位。
在 Q2 2024 季度，Sienna Gestion 按市值排列的前三大核心持股分別為：MSFT (7.4%)、NVDA (6.0%)、GOOGL (3.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.4% 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
GOOGL
市值: US$4183.9萬
本季最大獲利了結 / 清倉標的
V
前期市值: US$1346.8萬
在 Q2 2024 季度中，Sienna Gestion 共進行了 50 項持倉異動，包含新建倉 20 個部位、加碼 8 個部位、減碼 9 個部位以及清倉 13 個部位。 其中最大新建倉標的為 GOOGL。 本季清倉部位包含 V。
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。
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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。