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: 0001694284
申報總市值
US$14.9億
US$14.9億
87 檔
42.7%
在 Q3 2024 申報期間，Tandem Investment Advisors, Inc.（CIK: 0001694284）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$14.9億，共持有 87 個公開申報部位。
在 Q3 2024 期間，Tandem Investment Advisors, Inc. 展現了靈活的資產再平衡步調，透過出清 7 檔弱勢或達到目標價部位，將資金轉置於 13 檔新建倉標的之中。
在資產配置集中度方面，Tandem Investment Advisors, Inc. 的前 5 大核心持股（包含 CBOE, RMD, ICE 等）合計佔整體申報市值的 42.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | CBOE | Cboe Global Markets Inc | 股票-金融 | 6.29% | -0.02% | -2.98% | |
| 2 | RMD | Resmed Inc | 股票-醫療保健 | 4.59% | -0.50% | -0.94% | |
| 3 | ICE | Intercontinental Exchange In | 股票-金融 | 4.55% | -1.10% | -3.75% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 4.40% | +0.39% | +0.15% | |
| 5 | FDS | Factset Research Systems Inc | 股票-金融 | 4.30% | — | -1.31% | |
| 6 | ABT | Abbott Laboratories | 股票-醫療保健 | 4.29% | -0.27% | -0.39% | |
| 7 | NEE | Nextera Energy Inc | 股票-公用事業 | 4.24% | +0.16% | -1.54% | |
| 8 | SYK | Stryker CORP | 股票-醫療保健 | 3.64% | +0.03% | +8.22% | |
| 9 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 3.62% | — | -0.03% | |
| 10 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 3.44% | -0.92% | -1.37% | |
| 11 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 3.38% | -0.50% | +0.38% | |
| 12 | ✓ | 股票-其他 | 3.36% | — | +0.67% | ||
| 13 | ACN | Accenture plc | 股票-科技 | 3.29% | -0.01% | -0.63% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | +0.14% | +2.60% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 3.20% | +0.18% | -1.44% | |
| 16 | BLKCHF | Blackrock Inc | 股票-其他 | 3.12% | +0.12% | -2.10% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.10% | +0.20% | -0.08% | |
| 18 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 3.06% | — | -3.10% | |
| 19 | WTRG | Essential Utilities Inc | 股票-公用事業 | 2.97% | — | +0.52% | |
| 20 | APH | Amphenol Corp-cl A | 股票-科技 | 2.93% | +1.97% | +0.67% | |
| 21 | BRO | Brown & Brown Inc | 股票-金融 | 2.66% | +0.03% | -2.00% | |
| 22 | ✓ | 股票-其他 | 2.60% | — | -1.34% | ||
| 23 | WCN | Waste Connections Inc | 股票-工業 | 2.32% | +0.15% | -2.03% | |
| 24 | BF-B | Brown-forman Corp-class B | 股票-其他 | 2.01% | — | -5.58% | |
| 25 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.97% | +0.20% | +4.33% | |
| 26 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 1.80% | +0.30% | +1.51% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 1.76% | -1.60% | -2.84% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.76% | -0.01% | -2.85% | |
| 29 | ✓ | 股票-其他 | 1.67% | — | -0.75% | ||
| 30 | RSG | Republic Services Inc | 股票-工業 | 1.66% | +0.55% | -20.32% | |
| 31 | ROP | Roper Technologies Inc | 股票-科技 | 1.34% | -0.05% | +6.44% | |
| 32 | ✓ | 股票-其他 | 0.65% | — | — | ||
| 33 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 0.38% | — | -82.37% | |
| 34 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.29% | +0.03% | -2.22% | |
| 35 | FISV | Fiserv Inc | 股票-其他 | 0.27% | — | -1.71% | |
| 36 | ✓ | 股票-其他 | 0.18% | — | -17.92% | ||
| 37 | QLYS | Qualys Inc | 股票-科技 | 0.16% | +0.11% | +1.00% | |
| 38 | TYL | Tyler Technologies Inc | 股票-科技 | 0.16% | -0.02% | -2.82% | |
| 39 | AKX | Ansys Inc | 股票-其他 | 0.14% | — | +3.40% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.12% | +0.67% | +781.34% | |
| 41 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.11% | +0.01% | +0.77% | |
| 42 | HSIC | Henry Schein Inc | 股票-醫療保健 | 0.08% | — | -47.77% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.07% | +0.03% | -9.00% | |
| 44 | AAPL | Apple Inc | 股票-科技 | 0.07% | — | +31.64% | |
| 45 | TFC | Truist Financial CORP | 股票-金融 | 0.06% | +0.01% | +202.69% | |
| 46 | WMT | Walmart Inc | 股票-非循環性消費 | 0.05% | — | +22.77% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.04% | +0.01% | +79.55% | |
| 48 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.03% | -0.01% | EXIT | |
| 49 | RY | Royal Bank Of Canada | 股票-金融 | 0.03% | +0.02% | -14.81% | |
| 50 | FAST | Fastenal Co | 股票-工業 | 0.03% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RMD | Resmed Inc | +0.8% | -0.94% | 減碼 |
| 2 | G | Genpact Limited | +0.7% | NEW | 新建倉 |
| 3 | CBOE | Cboe Global Markets Inc | +0.6% | -2.98% | 減碼 |
| 4 | NEE | Nextera Energy Inc | +0.5% | -1.54% | 減碼 |
| 5 | BLKCHF | Blackrock Inc | +0.4% | -2.10% | 減碼 |
| 6 | ICE | Intercontinental Exchange In | +0.3% | -3.75% | 減碼 |
| 7 | SYK | Stryker CORP | +0.3% | +8.22% | 加碼 |
| 8 | ACN | Accenture plc | +0.3% | -0.63% | 減碼 |
| 9 | FDS | Factset Research Systems Inc | +0.2% | -1.31% | 減碼 |
| 10 | BRO | Brown & Brown Inc | +0.2% | -2.00% | 減碼 |
| 11 | STE | STERIS plc | +0.2% | — | 加碼 |
| 12 | ABT | Abbott Laboratories | +0.2% | -0.39% | 減碼 |
| 13 | JNJ | Johnson & Johnson | +0.2% | -0.08% | 減碼 |
| 14 | MA | Mastercard Inc - A | +0.2% | -1.44% | 減碼 |
| 15 | TRNO | Terreno Realty CORP | +0.1% | — | 減碼 |
| 16 | ADP | Automatic Data Processing | +0.1% | -2.84% | 減碼 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +781.34% | 加碼 |
| 18 | SJM | Jm Smucker Co/the | +0.1% | -3.10% | 減碼 |
| 19 | CMCSA | Comcast Corp-class A | +0.1% | -0.03% | 減碼 |
| 20 | JKHY | Jack Henry & Associates Inc | +0.1% | +0.38% | 加碼 |
| 21 | BF-B | Brown-forman Corp-class B | 0% | -5.58% | 減碼 |
| 22 | TFC | Truist Financial CORP | 0% | +202.69% | 加碼 |
| 23 | EXPD | Expeditors Intl Wash Inc | 0% | +1.51% | 加碼 |
| 24 | FISV | Fiserv Inc | 0% | -1.71% | 減碼 |
| 25 | BRK-B | Berkshire Hathaway Inc. | 0% | NEW | 新建倉 |
| 26 | AAPL | Apple Inc | 0% | +31.64% | 加碼 |
| 27 | HD | Home Depot Inc | 0% | +79.55% | 加碼 |
| 28 | CHD | Church & Dwight Co Inc | 0% | +4.33% | 加碼 |
| 29 | TYL | Tyler Technologies Inc | 0% | -2.82% | 減碼 |
| 30 | ORLY | O'reilly Automotive Inc | 0% | -2.22% | 減碼 |
| 31 | WMT | Walmart Inc | 0% | +22.77% | 加碼 |
| 32 | AMGN | Amgen Inc | 0% | +107.39% | 加碼 |
| 33 | CVX | Chevron CORP | 0% | NEW | 新建倉 |
| 34 | VZ | Verizon Communications Inc | 0% | NEW | 新建倉 |
| 35 | XOM | Exxon Mobil CORP | 0% | NEW | 新建倉 |
| 36 | LMT | Lockheed Martin CORP | 0% | NEW | 新建倉 |
| 37 | ✓ | Wisconsin Energy CORP | 0% | NEW | 新建倉 |
| 38 | ETN | Eaton Corporation plc | 0% | NEW | 新建倉 |
| 39 | MCD | Mcdonald's CORP | 0% | NEW | 新建倉 |
| 40 | CTVA | Corteva Inc | 0% | NEW | 新建倉 |
| 41 | GGG | Graco Inc | 0% | NEW | 新建倉 |
| 42 | CTAS | Cintas CORP | 0% | NEW | 新建倉 |
| 43 | BX | Blackstone Inc | 0% | — | 加碼 |
| 44 | FAST | Fastenal Co | 0% | — | 不變 |
| 45 | TJX | Tjx Companies Inc | 0% | +2.79% | 加碼 |
| 46 | V | Visa Inc-class A Shares | — | +0.15% | 加碼 |
| 47 | ROP | Roper Technologies Inc | — | +6.44% | 加碼 |
| 48 | AKAM | Akamai Technologies Inc | — | +0.77% | 加碼 |
| 49 | UNH | Unitedhealth Group Inc | — | +1.40% | 加碼 |
| 50 | QDEL | Quidelortho CORP | — | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Tandem Investment Advisors, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$14.9億，共申報了 87 個公開持股部位。
在 Q3 2024 季度，Tandem Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：CBOE (6.3%)、RMD (4.6%)、ICE (4.5%)。其中最大持股部位 CBOE 佔據整體投資組合約 6.3% 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
G
市值: US$1702.5萬
本季最大獲利了結 / 清倉標的
NKE
前期市值: US$3886.2萬
在 Q3 2024 季度中，Tandem Investment Advisors, Inc. 共進行了 91 項持倉異動，包含新建倉 13 個部位、加碼 36 個部位、減碼 35 個部位以及清倉 7 個部位。 其中最大新建倉標的為 G。 本季清倉部位包含 NKE。
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。