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
693 檔
11.5%
根據最新整理的 13F 季度數據集，Toth Financial Advisory CORP 於 Q4 2024 結束時的管理資產規模為 US$10.2億。該機構在本季度申報了 693 檔美股持倉，呈現出該時期的主要投資地圖。
Toth Financial Advisory CORP 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 1 個全新部位及加碼 25 檔持股的同時，亦同步清倉 3 檔並減碼 21 檔標的。
整體而言，Toth Financial Advisory CORP 的前 5 大持股（包含 FISV, MSFT, AAPL）貢獻了組合市值的 11.5%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 693 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 | FISV | Fiserv Inc | 股票-其他 | 3.24% | -0.42% | -3.60% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.18% | -0.25% | -0.87% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.72% | +0.14% | -1.10% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-其他 | 2.60% | +0.58% | -1.72% | |
| 5 | SYK | Stryker CORP | 股票-醫療保健 | 2.17% | -0.31% | +0.05% | |
| 6 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 1.94% | -0.08% | +2.50% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.93% | +0.06% | +1.42% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.91% | -0.13% | +2.43% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.79% | +0.24% | +17.78% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.74% | -0.14% | +0.63% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 1.69% | -0.18% | -4.13% | |
| 12 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.56% | +0.18% | +0.19% | |
| 13 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 1.53% | -0.03% | +1.94% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.52% | +0.42% | -0.58% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.52% | +0.59% | +0.55% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.47% | -0.35% | -1.34% | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.38% | -0.45% | +8.15% | |
| 18 | GWW | Ww Grainger Inc | 股票-工業 | 1.36% | +0.24% | -2.66% | |
| 19 | SYY | Sysco CORP | 股票-非循環性消費 | 1.24% | -0.04% | +1.33% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.20% | +0.44% | +1.01% | |
| 21 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.18% | -0.09% | +1.05% | |
| 22 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.17% | -0.29% | -1.94% | |
| 23 | BLK | Blackrock Inc | 股票-金融 | 1.15% | -0.08% | — | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.11% | +0.87% | -2.45% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.10% | +0.03% | +2.15% | |
| 26 | XLF | Ss Financial Select Sector | ETF-其他 | 1.10% | -0.04% | +4.81% | |
| 27 | ECL | Ecolab Inc | 股票-原物料 | 1.08% | -0.10% | +1.87% | |
| 28 | MCK | Mckesson CORP | 股票-醫療保健 | 1.08% | -0.30% | +3.39% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.05% | -0.02% | +2.43% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | -0.17% | -0.46% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.03% | -0.25% | -2.20% | |
| 32 | JMSB | John Marshall Bancorp Inc | 股票-其他 | 1.03% | -0.10% | -1.98% | |
| 33 | EFX | Equifax Inc | 股票-工業 | 0.98% | -0.22% | +0.90% | |
| 34 | USTB | Victoryshares Short-term Bon | ETF-其他 | 0.97% | -0.07% | +0.73% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.95% | -0.26% | +1.09% | |
| 36 | AZO | Autozone Inc | 股票-循環性消費 | 0.94% | -0.17% | +6.03% | |
| 37 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.94% | -0.08% | -0.85% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | +0.15% | +3.88% | |
| 39 | AFL | Aflac Inc | 股票-金融 | 0.92% | -0.02% | -0.15% | |
| 40 | XLE | Ss Energy Select Sector | ETF-其他 | 0.90% | -0.19% | +1.91% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | -0.13% | +3.73% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.83% | +0.09% | +2.32% | |
| 43 | TRU | Transunion | 股票-金融 | 0.83% | -0.21% | +9.68% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.82% | -0.20% | +7.97% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.80% | — | -3.61% | |
| 46 | J | Jacobs Solutions Inc | 股票-工業 | 0.79% | -0.23% | +1.83% | |
| 47 | AMGN | Amgen Inc | 股票-醫療保健 | 0.78% | -0.05% | -2.13% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.77% | -0.10% | -1.37% | |
| 49 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.76% | -0.07% | +14.70% | |
| 50 | UITB | Victoryshares Core Intermedi | ETF-其他 | 0.72% | -0.06% | +24.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.2% | NEW | 新建倉 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +17.78% | 加碼 |
| 3 | FISV | Fiserv Inc | +0.3% | -3.60% | 減碼 |
| 4 | V | Visa Inc-class A Shares | +0.3% | +1.42% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.3% | +3.88% | 加碼 |
| 6 | MCK | Mckesson CORP | +0.2% | +3.39% | 加碼 |
| 7 | DIS | Walt Disney Co/the | +0.2% | +7.97% | 加碼 |
| 8 | AAPL | Apple Inc | +0.2% | -1.10% | 減碼 |
| 9 | CSCO | Cisco Systems Inc | +0.2% | +0.55% | 加碼 |
| 10 | BMY | Bristol-myers Squibb Co | +0.1% | +28.15% | 加碼 |
| 11 | WMT | Walmart Inc | +0.1% | -1.34% | 減碼 |
| 12 | QLD | Proshares Ultra Qqq | +0.1% | -1.72% | 減碼 |
| 13 | NVDA | Nvidia CORP | +0.1% | +11.33% | 加碼 |
| 14 | TROW | T Rowe Price Group Inc | +0.1% | +14.70% | 加碼 |
| 15 | UITB | Victoryshares Core Intermedi | +0.1% | +24.86% | 加碼 |
| 16 | MA | Mastercard Inc - A | +0.1% | +0.63% | 加碼 |
| 17 | XLF | Ss Financial Select Sector | +0.1% | +4.81% | 加碼 |
| 18 | TSLA | Tesla Inc | +0.1% | -1.58% | 減碼 |
| 19 | ABT | Abbott Laboratories | +0.1% | +8.15% | 加碼 |
| 20 | AMZN | Amazon.com Inc | +0.1% | +3.00% | 加碼 |
| 21 | UWM | Proshares Ultra Russell2000 | +0.1% | +42.48% | 加碼 |
| 22 | D | Dominion Energy Inc | +0.1% | +24.36% | 加碼 |
| 23 | HON | Honeywell International Inc | +0.1% | +11.24% | 加碼 |
| 24 | FTI | TechnipFMC plc | +0.1% | +1225.00% | 加碼 |
| 25 | KO | Coca-cola Co/the | -0.1% | +3.16% | 加碼 |
| 26 | BCO | Brink's Co/the | -0.1% | EXIT | 清倉 |
| 27 | SAFE | Safehold Inc | -0.1% | EXIT | 清倉 |
| 28 | XLV | Ss Health Care Select Sector | -0.1% | +2.43% | 加碼 |
| 29 | MSFT | Microsoft CORP | -0.1% | -0.87% | 減碼 |
| 30 | GD | General Dynamics CORP | -0.1% | +1.34% | 加碼 |
| 31 | NOBL | Proshares S&p 500 Dividend A | -0.1% | +2.43% | 加碼 |
| 32 | SOXX | Ishares Semiconductor ETF | -0.1% | -2.45% | 減碼 |
| 33 | IBB | Ishares Biotechnology ETF | -0.1% | -6.19% | 減碼 |
| 34 | GIS | General Mills Inc | -0.1% | -4.06% | 減碼 |
| 35 | ORCL | Oracle CORP | -0.1% | -4.13% | 減碼 |
| 36 | FSLR | First Solar Inc | -0.1% | -95.20% | 減碼 |
| 37 | SHW | Sherwin-williams Co/the | -0.1% | +1.05% | 加碼 |
| 38 | OSCR | Oscar Health Inc - Class A | -0.1% | -99.81% | 減碼 |
| 39 | CDW | Cdw Corp/de | -0.1% | -6.45% | 減碼 |
| 40 | JNJ | Johnson & Johnson | -0.1% | -0.46% | 減碼 |
| 41 | AMTM | Amentum Holdings Inc | -0.2% | -62.84% | 減碼 |
| 42 | EFX | Equifax Inc | -0.2% | +0.90% | 加碼 |
| 43 | LOW | Lowe's Cos Inc | -0.2% | -1.94% | 減碼 |
| 44 | PEP | Pepsico Inc | -0.2% | -2.20% | 減碼 |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | +1.01% | 加碼 |
| 46 | CVS | Cvs Health CORP | -0.2% | -33.27% | 減碼 |
| 47 | AMGN | Amgen Inc | -0.2% | -2.13% | 減碼 |
| 48 | MDLZ | Mondelez International Inc-a | -0.2% | -0.85% | 減碼 |
| 49 | ELV | Elevance Health Inc | -0.4% | -47.48% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -1.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Toth Financial Advisory CORP 在 Q4 2024 季度的美股持倉總市值約為 US$10.2億，共申報了 693 個公開持股部位。
在 Q4 2024 季度，Toth Financial Advisory CORP 按市值排列的前三大核心持股分別為：FISV (3.2%)、MSFT (3.2%)、AAPL (2.7%)。其中最大持股部位 FISV 佔據整體投資組合約 3.2% 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
BLK
市值: US$978.3萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$921.3萬
在 Q4 2024 季度中，Toth Financial Advisory CORP 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 25 個部位、減碼 21 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。