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: 0001832237
申報總市值
US$6.2億
US$6.2億
83 檔
22.7%
Q3 2024 季度申報顯示，Te Ahumairangi Investment Management Ltd 揭露的美股組合總市值為 US$6.2億，涵蓋 83 個不同之權益投資部位。
Q3 2024 的申報記錄反映 Te Ahumairangi Investment Management Ltd 的板塊替換策略：機構本季推動了 49 筆增持與 37 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 MSFT, VZ, AAPL）占據了總市值的 22.7%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 7.42% | +0.48% | +16.40% | |
| 2 | VZ | Verizon Communications Inc | 股票-通訊服務 | 6.00% | -0.79% | +1.32% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.97% | -0.01% | +1.71% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.02% | -0.06% | +19.19% | |
| 5 | EG | Everest Group, Ltd. | 股票-金融 | 2.49% | +0.25% | +13.36% | |
| 6 | T | At&t Inc | 股票-通訊服務 | 2.40% | -0.36% | -1.58% | |
| 7 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 2.32% | +0.09% | -12.33% | |
| 8 | VRSN | Verisign Inc | 股票-科技 | 2.32% | -0.07% | +5.75% | |
| 9 | C | Citigroup Inc | 股票-金融 | 2.24% | -0.02% | +6.75% | |
| 10 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.22% | -0.23% | +15.35% | |
| 11 | GWW | Ww Grainger Inc | 股票-工業 | 1.88% | +0.16% | -9.47% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.82% | +0.18% | +6.51% | |
| 13 | KR | Kroger Co | 股票-非循環性消費 | 1.82% | -0.22% | +1.16% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.72% | -0.12% | +9.51% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.62% | — | -19.93% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.62% | +0.18% | -3.88% | |
| 17 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.52% | +0.02% | -16.13% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.45% | -0.12% | +10.06% | |
| 19 | DVA | Davita Inc | 股票-醫療保健 | 1.39% | — | +1.05% | |
| 20 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 1.37% | +0.06% | +3.14% | |
| 21 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.32% | -0.06% | -3.59% | |
| 22 | STLA | Stellantis N.V. | 股票-循環性消費 | 1.31% | -0.25% | +28.29% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.30% | +0.01% | -9.95% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 1.30% | -0.10% | -16.06% | |
| 25 | ED | Consolidated Edison Inc | 股票-公用事業 | 1.26% | +0.02% | -11.20% | |
| 26 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.24% | +0.17% | -9.90% | |
| 27 | CI | THE Cigna Group | 股票-醫療保健 | 1.24% | — | +7.91% | |
| 28 | NEM | Newmont CORP | 股票-原物料 | 1.22% | -0.38% | -8.76% | |
| 29 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.19% | -0.09% | -10.61% | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 1.17% | -0.04% | +762.02% | |
| 31 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.16% | -0.14% | +8.23% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 1.13% | -0.12% | EXIT | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.09% | +0.03% | -3.96% | |
| 34 | PFE | Pfizer Inc | 股票-醫療保健 | 1.08% | -0.07% | +5.46% | |
| 35 | SKAA | Skechers USA Inc-cl A | 股票-其他 | 1.06% | — | +30.98% | |
| 36 | ACI | Albertsons Cos Inc - Class A | 股票-非循環性消費 | 1.05% | — | +8.72% | |
| 37 | MCK | Mckesson CORP | 股票-醫療保健 | 1.02% | +0.10% | +19.21% | |
| 38 | HPQ | Hp Inc | 股票-科技 | 1.02% | -0.13% | +3.43% | |
| 39 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.01% | +0.16% | — | |
| 40 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.99% | -0.03% | -25.41% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.97% | -0.08% | -10.61% | |
| 42 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.96% | -0.01% | +39.64% | |
| 43 | PSA | Public Storage | 股票-房地產 | 0.95% | -0.03% | -15.95% | |
| 44 | GIS | General Mills Inc | 股票-非循環性消費 | 0.94% | +0.04% | -8.03% | |
| 45 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 0.94% | -0.24% | EXIT | |
| 46 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.92% | +0.08% | +88.40% | |
| 47 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.90% | -0.23% | +1.68% | |
| 48 | WPC | Wp Carey Inc | 股票-房地產 | 0.88% | +0.03% | -3.49% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.83% | +0.28% | +4.08% | |
| 50 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.80% | +0.04% | +2.47% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LH | Labcorp Holdings Inc | +1% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +0.4% | +88.40% | 加碼 |
| 3 | JBL | Jabil Inc | +0.4% | +365.63% | 加碼 |
| 4 | QCOM | Qualcomm Inc | +0.2% | +60.90% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.2% | +9.51% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.2% | +16.40% | 加碼 |
| 7 | GDDY | Godaddy Inc - Class A | +0.2% | +86.76% | 加碼 |
| 8 | ELV | Elevance Health Inc | +0.2% | +39.64% | 加碼 |
| 9 | EG | Everest Group, Ltd. | +0.2% | +13.36% | 加碼 |
| 10 | AAPL | Apple Inc | +0.2% | +1.71% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +10.06% | 加碼 |
| 12 | SKAA | Skechers USA Inc-cl A | +0.2% | +30.98% | 加碼 |
| 13 | KR | Kroger Co | +0.1% | +1.16% | 加碼 |
| 14 | DVA | Davita Inc | +0.1% | +1.05% | 加碼 |
| 15 | AEM | Agnico Eagle Mines LTD | +0.1% | +1.68% | 加碼 |
| 16 | DGX | Quest Diagnostics Inc | +0.1% | +3.14% | 加碼 |
| 17 | T | At&t Inc | +0.1% | -1.58% | 減碼 |
| 18 | VRSN | Verisign Inc | +0.1% | +5.75% | 加碼 |
| 19 | KHC | Kraft Heinz Co/the | +0.1% | +8.23% | 加碼 |
| 20 | NEM | Newmont CORP | +0.1% | -8.76% | 減碼 |
| 21 | DIS | Walt Disney Co/the | +0.1% | +28.26% | 加碼 |
| 22 | VZ | Verizon Communications Inc | +0.1% | +1.32% | 加碼 |
| 23 | MDT | Medtronic plc | +0.1% | +4.08% | 加碼 |
| 24 | ROIV | Roivant Sciences Ltd. | +0.1% | +19.90% | 加碼 |
| 25 | RY | Royal Bank Of Canada | +0.1% | +1.43% | 加碼 |
| 26 | WPM | Wheaton Precious Metals CORP | +0.1% | +1.00% | 加碼 |
| 27 | EXC | Exelon CORP | +0.1% | +3.13% | 加碼 |
| 28 | V | Visa Inc-class A Shares | +0.1% | +6.51% | 加碼 |
| 29 | CI | THE Cigna Group | 0% | +7.91% | 加碼 |
| 30 | ABBV | Abbvie Inc | 0% | -0.41% | 減碼 |
| 31 | ARW | Arrow Electronics Inc | 0% | +4.60% | 加碼 |
| 32 | DUK | Duke Energy CORP | 0% | +5.66% | 加碼 |
| 33 | KGC | Kinross Gold CORP | 0% | +6.41% | 加碼 |
| 34 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | +61.93% | 加碼 |
| 35 | CAH | Cardinal Health Inc | 0% | -1.12% | 減碼 |
| 36 | SJM | Jm Smucker Co/the | 0% | -0.84% | 減碼 |
| 37 | UPS | United Parcel Service-cl B | 0% | +12.24% | 加碼 |
| 38 | GILD | Gilead Sciences Inc | — | -10.61% | 減碼 |
| 39 | PFE | Pfizer Inc | — | +5.46% | 加碼 |
| 40 | WPC | Wp Carey Inc | — | -3.49% | 減碼 |
| 41 | CL | Colgate-palmolive Co | — | +2.47% | 加碼 |
| 42 | TD | Toronto-dominion Bank | — | -5.58% | 減碼 |
| 43 | MRSH | Marsh & Mclennan Cos | — | +3.55% | 加碼 |
| 44 | ACN | Accenture plc | — | -6.41% | 減碼 |
| 45 | RIO | Rio Tinto Plc-spon Adr | — | — | 不變 |
| 46 | ORCL | Oracle CORP | 0% | -10.61% | 減碼 |
| 47 | GIS | General Mills Inc | 0% | -8.03% | 減碼 |
| 48 | PEP | Pepsico Inc | 0% | +3.42% | 加碼 |
| 49 | ADBE | Adobe Inc | 0% | +12.93% | 加碼 |
| 50 | VTRS | Viatris Inc | 0% | -28.15% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Te Ahumairangi Investment Management Ltd 在 Q3 2024 季度的美股持倉總市值約為 US$6.2億，共申報了 83 個公開持股部位。
在 Q3 2024 季度，Te Ahumairangi Investment Management Ltd 按市值排列的前三大核心持股分別為：MSFT (7.4%)、VZ (6.0%)、AAPL (5.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.4% 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
LH
市值: US$568.8萬
本季最大獲利了結 / 清倉標的
Laboratory Corp. of America
前期市值: US$477.7萬
在 Q3 2024 季度中，Te Ahumairangi Investment Management Ltd 共進行了 86 項持倉異動，包含新建倉 1 個部位、加碼 48 個部位、減碼 33 個部位以及清倉 4 個部位。 其中最大新建倉標的為 LH。 本季清倉部位包含 Laboratory Corp. of America。
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。