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: 0001803988
申報總市值
US$1.9億
US$1.9億
61 檔
35.6%
根據最新整理的 13F 季度數據集，Trust Co of Kansas 於 Q3 2024 結束時的管理資產規模為 US$1.9億。該機構在本季度申報了 61 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Trust Co of Kansas 操作展現出積極擴展與加碼意向。本季共新建倉 12 個新部位，並對 23 個既有持股進行加碼（合計增持 35 檔），相較減碼與清倉部位顯著佔優。
整體而言，Trust Co of Kansas 的前 5 大持股（包含 TCHP, BRK-B, MSFT）貢獻了組合市值的 35.6%，形成該機構在 Q3 2024 季度的基本面基石。
本季最大新建倉標的
TSM
市值: US$464.8萬
本季最大獲利了結 / 清倉標的
ROP
前期市值: US$427.3萬
| # | 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 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 13.25% | -0.44% | +0.90% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.22% | -0.86% | -0.74% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.15% | -0.09% | +6.37% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.85% | +0.11% | +7.17% | |
| 5 | LMT | Lockheed Martin CORP | 股票-工業 | 4.21% | -1.09% | -0.90% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.14% | +0.19% | -0.41% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 4.13% | -1.65% | -0.34% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.08% | +0.56% | +0.06% | |
| 9 | RTX | Rtx CORP | 股票-工業 | 4.07% | -0.65% | +0.24% | |
| 10 | MCHP | Microchip Technology Inc | 股票-科技 | 3.63% | — | +4.68% | |
| 11 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 3.55% | -0.38% | +3.74% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.37% | -0.02% | -0.90% | |
| 13 | EMR | Emerson Electric Co | 股票-工業 | 3.22% | -0.13% | EXIT | |
| 14 | NKE | Nike Inc -cl B | 股票-循環性消費 | 2.92% | -1.25% | EXIT | |
| 15 | CRM | Salesforce Inc | 股票-科技 | 2.90% | — | +0.88% | |
| 16 | PFE | Pfizer Inc | 股票-醫療保健 | 2.82% | — | -3.03% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 2.77% | — | +0.54% | |
| 18 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 2.62% | — | +1.00% | |
| 19 | HON | Honeywell International Inc | 股票-工業 | 2.61% | — | +1.14% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 2.57% | +0.59% | +0.77% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.36% | -0.28% | +2.91% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.36% | -0.24% | +1.38% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.26% | +0.73% | — | |
| 24 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.12% | +0.60% | +1.57% | |
| 25 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.78% | -0.03% | +8.45% | |
| 26 | UNP | Union Pacific CORP | 股票-工業 | 0.55% | +0.04% | +4.97% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.46% | -0.09% | +59.80% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.05% | +8.04% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.34% | -0.04% | — | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.33% | -0.01% | +61.55% | |
| 31 | GE | General Electric | 股票-工業 | 0.28% | +0.06% | -5.42% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.28% | +0.30% | -4.09% | |
| 33 | DHR | Danaher CORP | 股票-醫療保健 | 0.27% | -0.04% | +97.85% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.23% | -0.04% | +14.61% | |
| 35 | KKR | Kkr & Co Inc | 股票-金融 | 0.23% | — | — | |
| 36 | CAT | Caterpillar Inc | 股票-工業 | 0.23% | +0.12% | +65.52% | |
| 37 | EVRG | Evergy Inc | 股票-公用事業 | 0.23% | +0.05% | -0.47% | |
| 38 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.21% | — | — | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.21% | +0.05% | -0.46% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 0.20% | -0.02% | — | |
| 41 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.19% | +0.02% | — | |
| 42 | WMT | Walmart Inc | 股票-非循環性消費 | 0.18% | -0.08% | — | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.16% | -0.05% | — | |
| 44 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.16% | -0.04% | — | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.15% | +0.05% | — | |
| 46 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.13% | — | — | |
| 47 | MGPI | Mgp Ingredients Inc | 股票-其他 | 0.13% | — | — | |
| 48 | CME | Cme Group Inc | 股票-金融 | 0.12% | -0.06% | — | |
| 49 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.12% | — | — | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.12% | -0.03% | +0.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +2.3% | NEW | 新建倉 |
| 2 | LMT | Lockheed Martin CORP | +0.6% | -0.90% | 減碼 |
| 3 | LOW | Lowe's Cos Inc | +0.6% | +3.74% | 加碼 |
| 4 | AAPL | Apple Inc | +0.5% | +7.17% | 加碼 |
| 5 | RTX | Rtx CORP | +0.5% | +0.24% | 加碼 |
| 6 | NKE | Nike Inc -cl B | +0.4% | +6.12% | 加碼 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.74% | 減碼 |
| 8 | AMGN | Amgen Inc | +0.2% | NEW | 新建倉 |
| 9 | DHI | Dr Horton Inc | +0.2% | NEW | 新建倉 |
| 10 | VEEV | Veeva Systems Inc-class A | +0.2% | +1.00% | 加碼 |
| 11 | WMT | Walmart Inc | +0.2% | NEW | 新建倉 |
| 12 | PEP | Pepsico Inc | +0.2% | +59.80% | 加碼 |
| 13 | DHR | Danaher CORP | +0.1% | +97.85% | 加碼 |
| 14 | BDX | Becton Dickinson And Co | +0.1% | NEW | 新建倉 |
| 15 | PG | Procter & Gamble Co/the | +0.1% | +61.55% | 加碼 |
| 16 | ELV | Elevance Health Inc | +0.1% | NEW | 新建倉 |
| 17 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建倉 |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | 新建倉 |
| 19 | CAT | Caterpillar Inc | +0.1% | +65.52% | 加碼 |
| 20 | BX | Blackstone Inc | +0.1% | NEW | 新建倉 |
| 21 | TXN | Texas Instruments Inc | +0.1% | NEW | 新建倉 |
| 22 | ITW | Illinois Tool Works | +0.1% | NEW | 新建倉 |
| 23 | AVGO | Broadcom Inc | +0.1% | NEW | 新建倉 |
| 24 | CL | Colgate-palmolive Co | +0.1% | +8.45% | 加碼 |
| 25 | UNP | Union Pacific CORP | 0% | +4.97% | 加碼 |
| 26 | HD | Home Depot Inc | 0% | +14.61% | 加碼 |
| 27 | KKR | Kkr & Co Inc | 0% | — | 不變 |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不變 |
| 29 | EVRG | Evergy Inc | 0% | -0.47% | 減碼 |
| 30 | ORCL | Oracle CORP | 0% | — | 不變 |
| 31 | CBOE | Cboe Global Markets Inc | 0% | — | 不變 |
| 32 | BKNG | Booking Holdings Inc | 0% | +1.57% | 加碼 |
| 33 | GE | General Electric | 0% | -5.42% | 減碼 |
| 34 | ABBV | Abbvie Inc | 0% | -0.46% | 減碼 |
| 35 | CRM | Salesforce Inc | — | +0.88% | 加碼 |
| 36 | V | Visa Inc-class A Shares | -0.1% | +0.77% | 加碼 |
| 37 | AMAT | Applied Materials Inc | -0.1% | -4.09% | 減碼 |
| 38 | COST | Costco Wholesale CORP | -0.1% | -0.90% | 減碼 |
| 39 | VZ | Verizon Communications Inc | -0.2% | EXIT | 清倉 |
| 40 | EMR | Emerson Electric Co | -0.2% | +1.71% | 加碼 |
| 41 | XOM | Exxon Mobil CORP | -0.3% | -0.34% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.3% | +6.37% | 加碼 |
| 43 | HON | Honeywell International Inc | -0.3% | +1.14% | 加碼 |
| 44 | MRK | Merck & Co. Inc. | -0.4% | +1.38% | 加碼 |
| 45 | ADBE | Adobe Inc | -0.4% | +0.54% | 加碼 |
| 46 | AMZN | Amazon.com Inc | -0.5% | -0.41% | 減碼 |
| 47 | TCHP | T Rowe Price Blue Chip Growt | -0.6% | +0.90% | 加碼 |
| 48 | MCHP | Microchip Technology Inc | -0.6% | +4.68% | 加碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | +0.06% | 加碼 |
| 50 | ROP | Roper Technologies Inc | -2.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Trust Co of Kansas 在 Q3 2024 季度的美股持倉總市值約為 US$1.9億，共申報了 61 個公開持股部位。
在 Q3 2024 季度，Trust Co of Kansas 按市值排列的前三大核心持股分別為：TCHP (13.3%)、BRK-B (6.2%)、MSFT (5.2%)。其中最大持股部位 TCHP 佔據整體投資組合約 13.3% 的權重。
在 Q3 2024 季度中，Trust Co of Kansas 共進行了 46 項持倉異動，包含新建倉 12 個部位、加碼 23 個部位、減碼 9 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TSM。 本季清倉部位包含 ROP。
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。
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。
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。