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: 0001597099
申報總市值
US$3.5億
US$3.5億
156 檔
14.1%
根據最新整理的 13F 季度數據集，Somerset Trust Co 於 Q4 2024 結束時的管理資產規模為 US$3.5億。該機構在本季度申報了 156 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2024 的申報異動，Somerset Trust Co 採取了強勁的買進策略，建倉與加碼動作（合計 32 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Somerset Trust Co 的前 5 大持股（包含 MSFT, AAPL, JPM）貢獻了組合市值的 14.1%，形成該機構在 Q4 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 | 5.19% | -0.09% | +1.76% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.09% | +0.20% | -2.08% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.20% | +0.08% | -3.13% | |
| 4 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.75% | -0.30% | +1.95% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 2.58% | -0.42% | +1.75% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 2.41% | +1.08% | +1.47% | |
| 7 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.30% | -0.33% | +3.14% | |
| 8 | AFL | Aflac Inc | 股票-金融 | 2.13% | -0.03% | -1.20% | |
| 9 | FDN | First Trust Dj Internet Ind | ETF-其他 | 2.13% | +0.06% | -4.34% | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 2.11% | +0.04% | +1.46% | |
| 11 | ADI | Analog Devices Inc | 股票-科技 | 2.10% | +0.32% | +1.46% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.06% | -0.22% | -4.68% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.05% | -0.11% | +3.76% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.91% | -0.35% | +2.10% | |
| 15 | AMGN | Amgen Inc | 股票-醫療保健 | 1.88% | -0.09% | +3.35% | |
| 16 | ITW | Illinois Tool Works | 股票-工業 | 1.84% | -0.06% | +2.45% | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.79% | -0.25% | +3.76% | |
| 18 | LIN | Linde plc | 股票-原物料 | 1.77% | -0.06% | +1.12% | |
| 19 | PAYX | Paychex Inc | 股票-科技 | 1.71% | -0.01% | +1.69% | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.71% | -0.36% | +1.90% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 1.69% | -0.11% | — | |
| 22 | RTX | Rtx CORP | 股票-工業 | 1.57% | -0.20% | +3.73% | |
| 23 | FDS | Factset Research Systems Inc | 股票-金融 | 1.52% | -0.60% | EXIT | |
| 24 | CB | Chubb Limited | 股票-金融 | 1.48% | -0.06% | +1.12% | |
| 25 | NSC | Norfolk Southern CORP | 股票-工業 | 1.48% | +0.03% | +2.64% | |
| 26 | GD | General Dynamics CORP | 股票-工業 | 1.44% | -0.04% | +2.50% | |
| 27 | LHX | L3harris Technologies Inc | 股票-工業 | 1.43% | -0.47% | +4.53% | |
| 28 | MDT | Medtronic plc | 股票-醫療保健 | 1.36% | -0.22% | -1.04% | |
| 29 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.33% | -0.07% | +3.08% | |
| 30 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.32% | -0.09% | +4.75% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.27% | -0.05% | +3.83% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.25% | — | +4.95% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 1.22% | -0.01% | -1.78% | |
| 34 | EMR | Emerson Electric Co | 股票-工業 | 1.22% | +0.01% | +1.73% | |
| 35 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.21% | -0.08% | +4.86% | |
| 36 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.14% | -0.20% | +4.48% | |
| 37 | TGT | Target CORP | 股票-循環性消費 | 0.88% | — | +3.51% | |
| 38 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.87% | -0.09% | -0.51% | |
| 39 | CLX | Clorox Company | 股票-非循環性消費 | 0.87% | -0.07% | +5.36% | |
| 40 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.85% | — | +3.60% | |
| 41 | PSX | Phillips 66 | 股票-能源 | 0.85% | -0.17% | +3.19% | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.85% | -0.12% | +7.75% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.80% | -0.26% | +2.58% | |
| 44 | ES | Eversource Energy | 股票-公用事業 | 0.76% | -0.03% | +4.99% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.73% | +0.16% | +3.37% | |
| 46 | COF | Capital One Financial CORP | 股票-金融 | 0.73% | +0.01% | -0.40% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.63% | -0.06% | +6.45% | |
| 48 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.61% | -0.13% | +5.71% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.60% | -0.03% | +7.88% | |
| 50 | MET | Metlife Inc | 股票-金融 | 0.55% | +0.04% | -0.30% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.7% | NEW | 新建倉 |
| 2 | WMT | Walmart Inc | +0.3% | +1.75% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.3% | -3.13% | 減碼 |
| 4 | CSCO | Cisco Systems Inc | +0.3% | +1.47% | 加碼 |
| 5 | AAPL | Apple Inc | +0.3% | -2.08% | 減碼 |
| 6 | TSLA | Tesla Inc | +0.2% | -0.06% | 減碼 |
| 7 | FDN | First Trust Dj Internet Ind | +0.2% | -4.34% | 減碼 |
| 8 | EMR | Emerson Electric Co | +0.2% | +1.73% | 加碼 |
| 9 | MS | Morgan Stanley | +0.2% | +3.37% | 加碼 |
| 10 | ADP | Automatic Data Processing | +0.2% | +1.46% | 加碼 |
| 11 | EQT | Eqt CORP | +0.1% | NEW | 新建倉 |
| 12 | SHOP | Shopify Inc - Class A | +0.1% | NEW | 新建倉 |
| 13 | COF | Capital One Financial CORP | +0.1% | -0.40% | 減碼 |
| 14 | CRM | Salesforce Inc | +0.1% | NEW | 新建倉 |
| 15 | PAYX | Paychex Inc | +0.1% | +1.69% | 加碼 |
| 16 | FDS | Factset Research Systems Inc | +0.1% | +2.26% | 加碼 |
| 17 | MO | Altria Group Inc | +0.1% | NEW | 新建倉 |
| 18 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 19 | SJM | Jm Smucker Co/the | +0.1% | NEW | 新建倉 |
| 20 | BRBR | Bellring Brands Inc | +0.1% | NEW | 新建倉 |
| 21 | APPF | Appfolio Inc - A | +0.1% | NEW | 新建倉 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.17% | 加碼 |
| 23 | HD | Home Depot Inc | -0.1% | -1.78% | 減碼 |
| 24 | AMT | American Tower CORP | -0.1% | +5.65% | 加碼 |
| 25 | CL | Colgate-palmolive Co | -0.1% | +3.60% | 加碼 |
| 26 | POST | Post Holdings Inc | -0.1% | EXIT | 清倉 |
| 27 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | EXIT | 清倉 |
| 28 | PEP | Pepsico Inc | -0.1% | +4.48% | 加碼 |
| 29 | THC | Tenet Healthcare CORP | -0.1% | EXIT | 清倉 |
| 30 | IBM | Intl Business Machines CORP | -0.1% | EXIT | 清倉 |
| 31 | AOS | Smith (a.o.) CORP | -0.1% | EXIT | 清倉 |
| 32 | O | Realty Income CORP | -0.1% | EXIT | 清倉 |
| 33 | PSX | Phillips 66 | -0.1% | +3.19% | 加碼 |
| 34 | HSY | Hershey Co/the | -0.1% | -23.49% | 減碼 |
| 35 | TGT | Target CORP | -0.1% | +3.51% | 加碼 |
| 36 | ES | Eversource Energy | -0.1% | +4.99% | 加碼 |
| 37 | LHX | L3harris Technologies Inc | -0.1% | +4.53% | 加碼 |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | +4.95% | 加碼 |
| 39 | ADI | Analog Devices Inc | -0.1% | +1.46% | 加碼 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -48.92% | 減碼 |
| 41 | JNJ | Johnson & Johnson | -0.2% | +3.76% | 加碼 |
| 42 | GD | General Dynamics CORP | -0.2% | +2.50% | 加碼 |
| 43 | MDT | Medtronic plc | -0.2% | -1.04% | 減碼 |
| 44 | LOW | Lowe's Cos Inc | -0.2% | +1.95% | 加碼 |
| 45 | AFL | Aflac Inc | -0.2% | -1.20% | 減碼 |
| 46 | PFE | Pfizer Inc | -0.2% | -43.36% | 減碼 |
| 47 | LIN | Linde plc | -0.2% | +1.12% | 加碼 |
| 48 | NEE | Nextera Energy Inc | -0.3% | +3.14% | 加碼 |
| 49 | AMGN | Amgen Inc | -0.4% | +3.35% | 加碼 |
| 50 | BLKCHF | Blackrock Inc | -1.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Somerset Trust Co 在 Q4 2024 季度的美股持倉總市值約為 US$3.5億，共申報了 156 個公開持股部位。
在 Q4 2024 季度，Somerset Trust Co 按市值排列的前三大核心持股分別為：MSFT (5.2%)、AAPL (5.1%)、JPM (3.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.2% 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
BLK
市值: US$449.4萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$401.1萬
在 Q4 2024 季度中，Somerset Trust Co 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 23 個部位、減碼 11 個部位以及清倉 7 個部位。 其中最大新建倉標的為 BLK。 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。
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。