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
201 檔
22.6%
截至 Q4 2024 季度末，Sienna Gestion 的美股持倉估值約為 US$17.1億，全數申報部位共有 201 檔。
Q4 2024 的申報記錄反映 Sienna Gestion 的板塊替換策略：機構本季推動了 43 筆增持與 51 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, NVDA, MSFT）占據了總市值的 22.6%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
BLACKROCK INC
市值: US$1570.8萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1687.4萬
僅顯示前 200 大持股（共 201 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 | AAPL | Apple Inc | 股票-科技 | 7.30% | -0.23% | +860.85% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.44% | -0.43% | +1.39% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.19% | -0.76% | -8.19% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.80% | — | +818.56% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.41% | +0.17% | — | |
| 6 | HD | Home Depot Inc | 股票-循環性消費 | 1.82% | -0.08% | — | |
| 7 | ACN | Accenture plc | 股票-科技 | 1.65% | -0.27% | +4.56% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.63% | -0.14% | — | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -0.07% | — | |
| 10 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.36% | +0.12% | — | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.28% | +1.20% | NEW | |
| 12 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.25% | -0.07% | — | |
| 13 | AMAT | Applied Materials Inc | 股票-科技 | 1.24% | +0.48% | -20.68% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.19% | +0.72% | NEW | |
| 15 | CRM | Salesforce Inc | 股票-科技 | 1.12% | -0.55% | — | |
| 16 | AXP | American Express Co | 股票-金融 | 1.10% | +0.03% | NEW | |
| 17 | INTU | Intuit Inc | 股票-科技 | 1.08% | -0.44% | +9.17% | |
| 18 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.08% | -0.17% | -4.49% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.08% | +0.19% | +8.58% | |
| 20 | ✓ | Blackrock Inc | 股票-其他 | 1.07% | -0.21% | — | |
| 21 | CMI | Cummins Inc | 股票-工業 | 1.01% | -0.10% | EXIT | |
| 22 | TD | Toronto-dominion Bank | 股票-金融 | 0.96% | -0.69% | EXIT | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.92% | +0.37% | NEW | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.91% | -0.16% | -38.10% | |
| 25 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.90% | +0.09% | — | |
| 26 | BKR | Baker Hughes Co | 股票-能源 | 0.89% | -0.64% | EXIT | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.88% | -0.14% | — | |
| 28 | PNR | Pentair plc | 股票-工業 | 0.78% | -0.22% | -9.93% | |
| 29 | BR | Broadridge Financial Solutio | 股票-科技 | 0.78% | +0.06% | NEW | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 0.78% | -0.16% | — | |
| 31 | CAT | Caterpillar Inc | 股票-工業 | 0.77% | +0.06% | NEW | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.76% | +0.02% | NEW | |
| 33 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.75% | — | — | |
| 34 | MTB | M & T Bank CORP | 股票-金融 | 0.75% | -0.52% | EXIT | |
| 35 | FFIV | F5 Inc | 股票-科技 | 0.74% | -0.15% | — | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.74% | -0.21% | — | |
| 37 | SNA | Snap-on Inc | 股票-工業 | 0.74% | — | — | |
| 38 | SLF | Sun Life Financial Inc | 股票-金融 | 0.72% | -0.76% | EXIT | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | +0.58% | — | |
| 40 | A | Agilent Technologies Inc | 股票-醫療保健 | 0.71% | — | +29.76% | |
| 41 | EBAY | Ebay Inc | 股票-循環性消費 | 0.67% | -0.15% | — | |
| 42 | TT | Trane Technologies plc | 股票-工業 | 0.67% | +0.02% | — | |
| 43 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.66% | -0.60% | — | |
| 44 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.66% | -0.06% | +30.41% | |
| 45 | UBER | Uber Technologies Inc | 股票-工業 | 0.66% | -0.02% | +138.60% | |
| 46 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.64% | — | +1455.81% | |
| 47 | EQR | Equity Residential | 股票-房地產 | 0.63% | — | — | |
| 48 | ATO | Atmos Energy CORP | 股票-公用事業 | 0.62% | -0.32% | — | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.61% | -0.11% | +722.29% | |
| 50 | ETR | Entergy CORP | 股票-公用事業 | 0.60% | — | +2125.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +6.6% | +860.85% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +3.4% | +818.56% | 加碼 |
| 3 | ✓ | Blackrock Inc | +1.1% | NEW | 新建倉 |
| 4 | NVDA | Nvidia CORP | +0.8% | +1.39% | 加碼 |
| 5 | V | Visa Inc-class A Shares | +0.7% | NEW | 新建倉 |
| 6 | CAT | Caterpillar Inc | +0.7% | +1174.80% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.6% | — | 不變 |
| 8 | EQR | Equity Residential | +0.6% | NEW | 新建倉 |
| 9 | PYPL | Paypal Holdings Inc | +0.6% | +1455.81% | 加碼 |
| 10 | CMG | Chipotle Mexican Grill Inc | +0.6% | NEW | 新建倉 |
| 11 | ETR | Entergy CORP | +0.6% | +2125.45% | 加碼 |
| 12 | BMY | Bristol-myers Squibb Co | +0.5% | +722.29% | 加碼 |
| 13 | WMT | Walmart Inc | +0.5% | +864.26% | 加碼 |
| 14 | DFSEUR | Discover Financial Services | +0.5% | +1146.41% | 加碼 |
| 15 | PANW | Palo Alto Networks Inc | +0.5% | +1799.63% | 加碼 |
| 16 | CTSH | Cognizant Tech Solutions-a | +0.5% | +680.29% | 加碼 |
| 17 | ANET | Arista Networks Inc | +0.5% | NEW | 新建倉 |
| 18 | FTNT | Fortinet Inc | +0.5% | +1089.20% | 加碼 |
| 19 | RCL | Royal Caribbean Cruises Ltd. | +0.5% | +622.68% | 加碼 |
| 20 | AEM | Agnico Eagle Mines LTD | +0.5% | +1569.09% | 加碼 |
| 21 | EME | Emcor Group Inc | +0.4% | NEW | 新建倉 |
| 22 | LRCX | Lam Research CORP | +0.4% | NEW | 新建倉 |
| 23 | DOCU | Docusign Inc | +0.4% | NEW | 新建倉 |
| 24 | ORCL | Oracle CORP | +0.4% | +1051.67% | 加碼 |
| 25 | SHOP | Shopify Inc - Class A | +0.4% | NEW | 新建倉 |
| 26 | RMD | Resmed Inc | +0.4% | +1100.04% | 加碼 |
| 27 | WBD | Warner Bros Discovery Inc | +0.4% | NEW | 新建倉 |
| 28 | PLD | Prologis Inc | +0.4% | NEW | 新建倉 |
| 29 | OKE | Oneok Inc | +0.4% | NEW | 新建倉 |
| 30 | DECK | Deckers Outdoor CORP | +0.4% | NEW | 新建倉 |
| 31 | TMO | Thermo Fisher Scientific Inc | +0.4% | NEW | 新建倉 |
| 32 | FOX | Fox CORP - Class B | +0.4% | +738.11% | 加碼 |
| 33 | UBER | Uber Technologies Inc | +0.3% | +138.60% | 加碼 |
| 34 | MU | Micron Technology Inc | +0.3% | NEW | 新建倉 |
| 35 | TEAM | Atlassian Corp-cl A | +0.3% | NEW | 新建倉 |
| 36 | LDOS | Leidos Holdings Inc | +0.2% | NEW | 新建倉 |
| 37 | CRM | Salesforce Inc | +0.2% | — | 不變 |
| 38 | BKNG | Booking Holdings Inc | +0.2% | — | 不變 |
| 39 | JPM | Jpmorgan Chase & Co | +0.2% | — | 不變 |
| 40 | TRV | Travelers Cos Inc/the | +0.2% | +30.41% | 加碼 |
| 41 | VLO | Valero Energy CORP | +0.2% | +55.00% | 加碼 |
| 42 | DAL | Delta Air Lines Inc | +0.2% | +21.88% | 加碼 |
| 43 | MPC | Marathon Petroleum CORP | +0.1% | +53.79% | 加碼 |
| 44 | SNA | Snap-on Inc | +0.1% | — | 不變 |
| 45 | BKR | Baker Hughes Co | +0.1% | — | 不變 |
| 46 | INTU | Intuit Inc | +0.1% | +9.17% | 加碼 |
| 47 | A | Agilent Technologies Inc | +0.1% | +29.76% | 加碼 |
| 48 | AXP | American Express Co | +0.1% | — | 不變 |
| 49 | FFIV | F5 Inc | +0.1% | — | 不變 |
| 50 | AMP | Ameriprise Financial Inc | +0.1% | -4.49% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sienna Gestion 在 Q4 2024 季度的美股持倉總市值約為 US$17.1億，共申報了 201 個公開持股部位。
在 Q4 2024 季度，Sienna Gestion 按市值排列的前三大核心持股分別為：AAPL (7.3%)、NVDA (6.4%)、MSFT (6.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.3% 的權重。
在 Q4 2024 季度中，Sienna Gestion 共進行了 94 項持倉異動，包含新建倉 17 個部位、加碼 26 個部位、減碼 29 個部位以及清倉 22 個部位。 其中最大新建倉標的為 BLACKROCK INC。 本季清倉部位包含 BLKCHF。
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。
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。
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。