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: 0001475365
申報總市值
US$1750.6億
US$1750.6億
1052 檔
18.0%
Q3 2024 季度申報顯示，Sumitomo Mitsui Trust Group, Inc. 揭露的美股組合總市值為 US$1750.6億，涵蓋 1052 個不同之權益投資部位。
在 Q3 2024，Sumitomo Mitsui Trust Group, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 5 個新部位，並對 141 個既有持股進行加碼（合計增持 146 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, NVDA）占據了總市值的 18.0%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1052 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 | 5.57% | +0.04% | +1.27% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.48% | -0.51% | +1.39% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.34% | -0.15% | -0.98% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.17% | +0.08% | +2.79% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.29% | -0.22% | +1.01% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.60% | +0.31% | +1.88% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 1.55% | -0.01% | -5.06% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.48% | +0.10% | -2.66% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.36% | +0.19% | +908.08% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.20% | +0.24% | +0.62% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.06% | +0.14% | +0.42% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | -0.07% | +2.45% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | -0.06% | +3.87% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.32% | +0.09% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | — | +0.93% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 0.72% | -0.03% | -0.04% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | -0.06% | +1.29% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | -0.08% | +0.24% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.67% | -0.07% | +1.30% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | -0.10% | +2.18% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 0.64% | -0.21% | +1.43% | |
| 22 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.63% | -0.08% | +0.79% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.59% | -0.26% | -1.39% | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.59% | -0.04% | +1.92% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 0.57% | +0.93% | +8.05% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | +0.02% | +0.95% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.51% | -0.04% | +0.67% | |
| 28 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.50% | -0.21% | — | |
| 29 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.49% | -0.05% | +3.47% | |
| 30 | LIN | Linde plc | 股票-原物料 | 0.49% | -0.03% | +4.63% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.47% | -0.03% | +1.67% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 0.47% | -0.05% | -1.98% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.47% | -0.10% | -3.29% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.44% | -0.09% | +1.41% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.04% | +1.95% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | +0.12% | +4.02% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.18% | -1.77% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | +0.01% | -1.36% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | -0.09% | +1.14% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.40% | +0.37% | +4.18% | |
| 41 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.40% | -0.06% | +2.28% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.39% | +0.06% | +1.51% | |
| 43 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.39% | -0.21% | +5.70% | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.39% | +0.20% | -0.49% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | +0.01% | +1.34% | |
| 46 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.37% | +0.07% | -3.47% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.37% | -0.03% | -0.16% | |
| 48 | PLD | Prologis Inc | 股票-房地產 | 0.37% | -0.05% | -2.41% | |
| 49 | XYZ | Block Inc | 股票-金融 | 0.37% | +0.02% | -10.33% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.37% | -0.07% | -1.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +1.27% | 加碼 |
| 2 | TSLA | Tesla Inc | +0.2% | -5.06% | 減碼 |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +1.01% | 加碼 |
| 4 | PLTR | Palantir Technologies Inc-a | +0.1% | +5.70% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.45% | 加碼 |
| 6 | UNH | Unitedhealth Group Inc | +0.1% | +0.42% | 加碼 |
| 7 | WMT | Walmart Inc | +0.1% | +1.43% | 加碼 |
| 8 | HD | Home Depot Inc | +0.1% | -0.04% | 減碼 |
| 9 | IBM | Intl Business Machines CORP | +0.1% | +1.34% | 加碼 |
| 10 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 11 | ORCL | Oracle CORP | +0.1% | +1.95% | 加碼 |
| 12 | MELI | Mercadolibre Inc | +0.1% | +3.25% | 加碼 |
| 13 | MCD | Mcdonald's CORP | +0.1% | +1.14% | 加碼 |
| 14 | WELL | Welltower Inc | +0.1% | +11.13% | 加碼 |
| 15 | NU | Nu Holdings Ltd. | +0.1% | +83.90% | 加碼 |
| 16 | IBKR | Interactive Brokers Gro-cl A | +0.1% | NEW | 新建倉 |
| 17 | IAU | Ishares Gold Trust | +0.1% | +0.79% | 加碼 |
| 18 | KO | Coca-cola Co/the | +0.1% | +1.92% | 加碼 |
| 19 | PGR | Progressive CORP | +0.1% | -0.22% | 減碼 |
| 20 | PYPL | Paypal Holdings Inc | +0.1% | +12.91% | 加碼 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +55.29% | 加碼 |
| 22 | FLUT | Flutter Entertainment plc | +0.1% | NEW | 新建倉 |
| 23 | TEM | Tempus Ai Inc-cl A | +0.1% | +1591.23% | 加碼 |
| 24 | MA | Mastercard Inc - A | 0% | +1.30% | 加碼 |
| 25 | ABBV | Abbvie Inc | 0% | +0.95% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | 0% | +4.02% | 加碼 |
| 27 | GE | General Electric | 0% | +1.99% | 加碼 |
| 28 | EQIX | Equinix Inc | 0% | +4.87% | 加碼 |
| 29 | CAT | Caterpillar Inc | 0% | -0.49% | 減碼 |
| 30 | PM | Philip Morris International | 0% | +4.45% | 加碼 |
| 31 | SHOP | Shopify Inc - Class A | 0% | -2.32% | 減碼 |
| 32 | LMT | Lockheed Martin CORP | 0% | -0.02% | 減碼 |
| 33 | RTX | Rtx CORP | 0% | +1.34% | 加碼 |
| 34 | SHW | Sherwin-williams Co/the | 0% | +8.92% | 加碼 |
| 35 | SW | Smurfit Westrock Plc | 0% | NEW | 新建倉 |
| 36 | ISRG | Intuitive Surgical Inc | 0% | +3.47% | 加碼 |
| 37 | LIN | Linde plc | 0% | +4.63% | 加碼 |
| 38 | GLDM | Spdr Gold Minishares Trust | 0% | — | 不變 |
| 39 | TMO | Thermo Fisher Scientific Inc | 0% | +1.67% | 加碼 |
| 40 | T | At&t Inc | 0% | +7.53% | 加碼 |
| 41 | LOW | Lowe's Cos Inc | 0% | +1.16% | 加碼 |
| 42 | AXP | American Express Co | 0% | +0.46% | 加碼 |
| 43 | ACN | Accenture plc | 0% | -1.98% | 減碼 |
| 44 | BLKCHF | Blackrock Inc | 0% | +1.63% | 加碼 |
| 45 | APH | Amphenol Corp-cl A | 0% | +25.22% | 加碼 |
| 46 | CDNS | Cadence Design Sys Inc | 0% | +48.31% | 加碼 |
| 47 | MMM | 3m Co | 0% | +0.24% | 加碼 |
| 48 | NEE | Nextera Energy Inc | 0% | -2.21% | 減碼 |
| 49 | SBUX | Starbucks CORP | 0% | +1.59% | 加碼 |
| 50 | CEG | Constellation Energy | 0% | +4.39% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Sumitomo Mitsui Trust Group, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$1750.6億，共申報了 1052 個公開持股部位。
在 Q3 2024 季度，Sumitomo Mitsui Trust Group, Inc. 按市值排列的前三大核心持股分別為：AAPL (5.6%)、MSFT (5.5%)、NVDA (5.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.6% 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
FERG
市值: US$9750.4萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$1.1億
在 Q3 2024 季度中，Sumitomo Mitsui Trust Group, Inc. 共進行了 199 項持倉異動，包含新建倉 5 個部位、加碼 141 個部位、減碼 49 個部位以及清倉 4 個部位。 其中最大新建倉標的為 FERG。 本季清倉部位包含 TEL。
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。