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: 0001605522
申報總市值
US$2.6億
US$2.6億
212 檔
26.5%
截至 Q4 2024 季度末，St. Johns Investment Management Company, LLC 的美股持倉估值約為 US$2.6億，全數申報部位共有 212 檔。
在 Q4 2024，St. Johns Investment Management Company, LLC 進行了溫和的常態性持倉調整（包含新建倉 2 檔、加碼 20 檔、減碼 28 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
檢視投資組合結構，前 5 大主力部位（包含 SCHX, AAPL, SCHM）占據了總市值的 26.5%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 212 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 11.35% | +0.11% | +206.46% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.79% | +0.11% | -0.34% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.22% | +0.27% | +199.73% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 5.16% | +0.50% | +99.91% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.14% | +0.10% | +8.25% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | -0.19% | +3.62% | |
| 7 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.73% | -0.91% | -7.07% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.71% | -0.36% | +198.90% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.35% | +0.65% | -1.76% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.35% | -0.01% | -1.41% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.10% | +0.04% | +6.10% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.04% | +0.16% | +8.74% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 1.99% | +0.08% | +1.48% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.88% | +0.07% | -0.90% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.84% | +0.17% | -1.94% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | +0.09% | -1.29% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.62% | -0.14% | +9.47% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.59% | -0.41% | -3.48% | |
| 19 | AXP | American Express Co | 股票-金融 | 1.44% | +0.10% | -0.87% | |
| 20 | XLF | Ss Financial Select Sector | ETF-其他 | 1.32% | -0.01% | +7.79% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.29% | +0.02% | — | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | +0.05% | +2.29% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.14% | -0.03% | +0.30% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.07% | -0.15% | -8.57% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | -0.38% | -0.79% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.98% | -0.03% | -3.79% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.97% | -0.06% | -11.21% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.92% | -0.17% | +1.19% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 0.87% | +0.07% | +3.46% | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 0.86% | -0.12% | +0.29% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.85% | +0.13% | +6.78% | |
| 32 | CMI | Cummins Inc | 股票-工業 | 0.82% | +0.07% | +2.08% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.81% | -0.01% | +4.38% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.80% | +0.06% | -0.96% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.04% | +1.22% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.79% | +0.06% | -4.66% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | -0.13% | +1.27% | |
| 38 | TFC | Truist Financial CORP | 股票-金融 | 0.74% | -0.02% | -0.80% | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 0.69% | -0.07% | +4.15% | |
| 40 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.61% | -0.05% | -1.48% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | -0.06% | -2.41% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.60% | +0.16% | -3.97% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.60% | -0.07% | -5.19% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.59% | +0.02% | -1.86% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.57% | -0.08% | -2.62% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | -0.03% | -1.23% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.55% | -0.10% | -4.28% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.18% | +1.62% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | +0.20% | -3.78% | |
| 50 | DE | Deere & Co | 股票-工業 | 0.49% | +0.01% | -3.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +8.25% | 加碼 |
| 2 | SCHX | Schwab US Large-cap ETF | +0.4% | +206.46% | 加碼 |
| 3 | AAPL | Apple Inc | +0.3% | -0.34% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.3% | -1.41% | 減碼 |
| 5 | BAC | Bank Of America CORP | +0.2% | +1.48% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.94% | 減碼 |
| 7 | XLF | Ss Financial Select Sector | +0.2% | +7.79% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +2.29% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +9.47% | 加碼 |
| 10 | IWM | Ishares Russell 2000 ETF | +0.2% | +8.74% | 加碼 |
| 11 | CRM | Salesforce Inc | +0.1% | -3.79% | 減碼 |
| 12 | NVDA | Nvidia CORP | +0.1% | -1.29% | 減碼 |
| 13 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +6.10% | 加碼 |
| 14 | WMT | Walmart Inc | +0.1% | -3.48% | 減碼 |
| 15 | AXP | American Express Co | +0.1% | -0.87% | 減碼 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +1.22% | 加碼 |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | NEW | 新建倉 |
| 18 | CMI | Cummins Inc | +0.1% | +2.08% | 加碼 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +61.08% | 加碼 |
| 20 | XLY | Ss Consumer Disc Select Sect | +0.1% | -1.86% | 減碼 |
| 21 | USO | United States Oil Fund LP | +0.1% | NEW | 新建倉 |
| 22 | MSFT | Microsoft CORP | 0% | +3.62% | 加碼 |
| 23 | UPS | United Parcel Service-cl B | -0.1% | -11.23% | 減碼 |
| 24 | ECL | Ecolab Inc | -0.1% | -3.82% | 減碼 |
| 25 | ABBV | Abbvie Inc | -0.1% | -2.01% | 減碼 |
| 26 | YUM | Yum! Brands Inc | -0.1% | -16.49% | 減碼 |
| 27 | NEE | Nextera Energy Inc | -0.1% | +3.23% | 加碼 |
| 28 | 6D8 | Dupont De Nemours Inc | -0.1% | +2.74% | 加碼 |
| 29 | LMT | Lockheed Martin CORP | -0.1% | +5.32% | 加碼 |
| 30 | SO | Southern Co/the | -0.1% | -7.03% | 減碼 |
| 31 | XLI | Ss Industrial Select Sector | -0.1% | -4.66% | 減碼 |
| 32 | GD | General Dynamics CORP | -0.1% | +0.46% | 加碼 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | +4.38% | 加碼 |
| 34 | LOW | Lowe's Cos Inc | -0.1% | -1.48% | 減碼 |
| 35 | INTC | Intel CORP | -0.1% | -16.14% | 減碼 |
| 36 | PFE | Pfizer Inc | -0.1% | -16.22% | 減碼 |
| 37 | PEP | Pepsico Inc | -0.1% | -4.28% | 減碼 |
| 38 | JNJ | Johnson & Johnson | -0.1% | -2.41% | 減碼 |
| 39 | CVS | Cvs Health CORP | -0.1% | -1.10% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.1% | -0.79% | 減碼 |
| 41 | NOC | Northrop Grumman CORP | -0.1% | -9.14% | 減碼 |
| 42 | XLV | Ss Health Care Select Sector | -0.1% | -0.96% | 減碼 |
| 43 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +198.90% | 加碼 |
| 44 | UNH | Unitedhealth Group Inc | -0.1% | -3.97% | 減碼 |
| 45 | AMGN | Amgen Inc | -0.1% | +4.15% | 加碼 |
| 46 | AMD | Advanced Micro Devices | -0.2% | -2.69% | 減碼 |
| 47 | ORCL | Oracle CORP | -0.2% | -11.21% | 減碼 |
| 48 | NKE | Nike Inc -cl B | -0.2% | -24.34% | 減碼 |
| 49 | KO | Coca-cola Co/the | -0.2% | +0.30% | 加碼 |
| 50 | GLD | Spdr Gold Shares | -0.3% | -7.07% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，St. Johns Investment Management Company, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.6億，共申報了 212 個公開持股部位。
在 Q4 2024 季度，St. Johns Investment Management Company, LLC 按市值排列的前三大核心持股分別為：SCHX (11.3%)、AAPL (5.8%)、SCHM (5.2%)。其中最大持股部位 SCHX 佔據整體投資組合約 11.3% 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
DIA
市值: US$19.6萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$1162.2萬
在 Q4 2024 季度中，St. Johns Investment Management Company, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 20 個部位、減碼 28 個部位以及清倉 0 個部位。 其中最大新建倉標的為 DIA。
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。