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: 0000866780
申報總市值
US$10.2億
US$10.2億
705 檔
11.1%
Toth Financial Advisory CORP 在 Q3 2024 季度的美股部位總計估值為 US$10.2億，分散於 705 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Toth Financial Advisory CORP 於 Q3 2024 季度持續回收資金，對 26 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Toth Financial Advisory CORP 的前 5 大核心持股（包含 MSFT, FISV, AAPL 等）合計佔整體申報市值的 11.1%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 705 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 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | -0.25% | -2.59% | |
| 2 | FISV | Fiserv Inc | 股票-其他 | 2.95% | -0.42% | -0.90% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.56% | +0.14% | -0.85% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-其他 | 2.47% | +0.58% | -4.52% | |
| 5 | SYK | Stryker CORP | 股票-醫療保健 | 2.19% | -0.31% | -0.37% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 2.01% | -0.13% | -6.48% | |
| 7 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 1.92% | -0.08% | -1.84% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 1.81% | -0.18% | -2.53% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.66% | +0.06% | -0.67% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.63% | -0.14% | +1.94% | |
| 11 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 1.54% | -0.03% | -1.28% | |
| 12 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.53% | +0.18% | -0.05% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.49% | +0.42% | +0.12% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.38% | +0.44% | -0.04% | |
| 15 | GWW | Ww Grainger Inc | 股票-工業 | 1.38% | +0.24% | +0.71% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.36% | +0.59% | -0.96% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.34% | +0.24% | -6.18% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.33% | -0.35% | -3.27% | |
| 19 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.32% | -0.29% | -3.93% | |
| 20 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.31% | -0.09% | +0.38% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.29% | -0.45% | -3.88% | |
| 22 | SYY | Sysco CORP | 股票-非循環性消費 | 1.25% | -0.04% | +3.08% | |
| 23 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.22% | +0.87% | +1.03% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.19% | -0.25% | -0.05% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.18% | -0.17% | -0.72% | |
| 26 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.17% | -0.08% | -1.13% | |
| 27 | ECL | Ecolab Inc | 股票-原物料 | 1.16% | -0.10% | -1.74% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.15% | -0.02% | +0.38% | |
| 29 | EFX | Equifax Inc | 股票-工業 | 1.13% | -0.22% | -1.70% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.11% | +0.03% | +2.82% | |
| 31 | BLKCHF | Blackrock Inc | 股票-其他 | 1.09% | — | +1.40% | |
| 32 | JMSB | John Marshall Bancorp Inc | 股票-其他 | 1.04% | -0.10% | -5.71% | |
| 33 | AFL | Aflac Inc | 股票-金融 | 1.00% | -0.02% | -2.22% | |
| 34 | AMGN | Amgen Inc | 股票-醫療保健 | 0.99% | -0.05% | -3.41% | |
| 35 | XLF | Ss Financial Select Sector | ETF-其他 | 0.99% | -0.04% | +5.81% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.99% | -0.26% | -2.11% | |
| 37 | USTB | Victoryshares Short-term Bon | ETF-其他 | 0.98% | -0.07% | +2.20% | |
| 38 | XLE | Ss Energy Select Sector | ETF-其他 | 0.91% | -0.19% | -0.91% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.91% | +0.09% | — | |
| 40 | MCK | Mckesson CORP | 股票-醫療保健 | 0.91% | -0.30% | -0.92% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | -0.13% | -1.59% | |
| 42 | AZO | Autozone Inc | 股票-循環性消費 | 0.88% | -0.17% | +4.66% | |
| 43 | TRU | Transunion | 股票-金融 | 0.86% | -0.21% | +2.46% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | — | -0.47% | |
| 45 | GD | General Dynamics CORP | 股票-工業 | 0.80% | -0.06% | +2.01% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.79% | -0.03% | -0.07% | |
| 47 | J | Jacobs Solutions Inc | 股票-工業 | 0.76% | -0.23% | +4.62% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.74% | -0.10% | +0.44% | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.72% | +0.08% | +19.11% | |
| 50 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.72% | -0.16% | +0.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +0.3% | -0.90% | 減碼 |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +46.18% | 加碼 |
| 3 | TRU | Transunion | +0.2% | +2.46% | 加碼 |
| 4 | SHW | Sherwin-williams Co/the | +0.2% | +0.38% | 加碼 |
| 5 | AMTM | Amentum Holdings Inc | +0.2% | NEW | 新建倉 |
| 6 | ORCL | Oracle CORP | +0.2% | -2.53% | 減碼 |
| 7 | BLKCHF | Blackrock Inc | +0.1% | +1.40% | 加碼 |
| 8 | IBM | Intl Business Machines CORP | +0.1% | -0.47% | 減碼 |
| 9 | D | Dominion Energy Inc | +0.1% | +20.24% | 加碼 |
| 10 | OSCR | Oscar Health Inc - Class A | +0.1% | +73185.71% | 加碼 |
| 11 | LOW | Lowe's Cos Inc | +0.1% | -3.93% | 減碼 |
| 12 | AFL | Aflac Inc | +0.1% | -2.22% | 減碼 |
| 13 | CPRX | Catalyst Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 14 | EFX | Equifax Inc | +0.1% | -1.70% | 減碼 |
| 15 | IBB | Ishares Biotechnology ETF | +0.1% | +19.11% | 加碼 |
| 16 | TSLA | Tesla Inc | +0.1% | +91.08% | 加碼 |
| 17 | WAL | Western Alliance Bancorp | +0.1% | +2117.77% | 加碼 |
| 18 | MA | Mastercard Inc - A | +0.1% | +1.94% | 加碼 |
| 19 | GWW | Ww Grainger Inc | +0.1% | +0.71% | 加碼 |
| 20 | LNG | Cheniere Energy Inc | +0.1% | +1737.11% | 加碼 |
| 21 | WTRG | Essential Utilities Inc | +0.1% | +44.38% | 加碼 |
| 22 | UWM | Proshares Ultra Russell2000 | +0.1% | +51.43% | 加碼 |
| 23 | WMT | Walmart Inc | +0.1% | -3.27% | 減碼 |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | -0.04% | 減碼 |
| 25 | MCD | Mcdonald's CORP | +0.1% | -2.11% | 減碼 |
| 26 | XLF | Ss Financial Select Sector | +0.1% | +5.81% | 加碼 |
| 27 | SYY | Sysco CORP | +0.1% | +3.08% | 加碼 |
| 28 | XLI | Ss Industrial Select Sector | +0.1% | +2.82% | 加碼 |
| 29 | ABBV | Abbvie Inc | +0.1% | — | 不變 |
| 30 | ADP | Automatic Data Processing | +0.1% | +0.44% | 加碼 |
| 31 | UITB | Victoryshares Core Intermedi | +0.1% | +14.74% | 加碼 |
| 32 | AAPL | Apple Inc | 0% | -0.85% | 減碼 |
| 33 | CSCO | Cisco Systems Inc | 0% | -0.96% | 減碼 |
| 34 | MDLZ | Mondelez International Inc-a | 0% | -1.13% | 減碼 |
| 35 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | 0% | -1.28% | 減碼 |
| 36 | JNJ | Johnson & Johnson | 0% | -0.72% | 減碼 |
| 37 | REGL | Prshrs S&p Mid 400 Dvd Arist | 0% | -1.84% | 減碼 |
| 38 | SSO | Proshares Ultra S&p500 | 0% | -0.05% | 減碼 |
| 39 | SYK | Stryker CORP | 0% | -0.37% | 減碼 |
| 40 | WDC | Western Digital CORP | -0.1% | EXIT | 清倉 |
| 41 | UBER | Uber Technologies Inc | -0.1% | -94.05% | 減碼 |
| 42 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -68.67% | 減碼 |
| 43 | ALV | Autoliv Inc | -0.1% | EXIT | 清倉 |
| 44 | CVS | Cvs Health CORP | -0.1% | -27.86% | 減碼 |
| 45 | KEL | Kellanova | -0.2% | -99.80% | 減碼 |
| 46 | SOXL | Direx Dail Semi Bu 3x Et-usd | -0.2% | -9.35% | 減碼 |
| 47 | ROM | Proshares Ultra Technology | -0.2% | -20.06% | 減碼 |
| 48 | MCK | Mckesson CORP | -0.3% | -0.92% | 減碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.4% | -6.18% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.5% | -2.59% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Toth Financial Advisory CORP 在 Q3 2024 季度的美股持倉總市值約為 US$10.2億，共申報了 705 個公開持股部位。
在 Q3 2024 季度，Toth Financial Advisory CORP 按市值排列的前三大核心持股分別為：MSFT (3.3%)、FISV (3.0%)、AAPL (2.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.3% 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
AMTM
市值: US$157.9萬
本季最大獲利了結 / 清倉標的
ALV
前期市值: US$101.9萬
在 Q3 2024 季度中，Toth Financial Advisory CORP 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 19 個部位、減碼 26 個部位以及清倉 2 個部位。 其中最大新建倉標的為 AMTM。 本季清倉部位包含 ALV。
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。