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: 0001008937
申報總市值
US$12.0億
US$12.0億
239 檔
15.0%
Q3 2024 季度申報顯示，Trust Co Of Toledo NA /oh/ 揭露的美股組合總市值為 US$12.0億，涵蓋 239 個不同之權益投資部位。
在 Q3 2024，Trust Co Of Toledo NA /oh/ 操作展現出積極擴展與加碼意向。本季共新建倉 0 個新部位，並對 35 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 Toledo NA /oh/ 的前 5 大持股（包含 MSFT, AAPL, LLY）貢獻了組合市值的 15.0%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 239 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 | 8.53% | -0.67% | -0.72% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.95% | -0.06% | -0.63% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.44% | +0.42% | +0.12% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.91% | -0.09% | +0.28% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 2.58% | -0.19% | +0.66% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.26% | +0.07% | -1.82% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.13% | +0.35% | +3.45% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.11% | +0.03% | +12.45% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.03% | -0.11% | +2.25% | |
| 10 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.54% | +1.03% | +3.01% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.50% | -0.26% | +0.31% | |
| 12 | WELL | Welltower Inc | 股票-房地產 | 1.44% | — | -1.44% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.44% | -0.41% | +1.33% | |
| 14 | DHR | Danaher CORP | 股票-醫療保健 | 1.32% | -0.06% | -0.07% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.27% | -0.07% | +2.90% | |
| 16 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.26% | -0.16% | -0.47% | |
| 17 | AMGN | Amgen Inc | 股票-醫療保健 | 1.19% | -0.07% | +4.14% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.14% | +0.04% | +1.63% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.13% | -0.05% | +0.44% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.12% | -0.17% | -0.53% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | -1.25% | EXIT | |
| 22 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.11% | -0.11% | -0.99% | |
| 23 | QCOM | Qualcomm Inc | 股票-科技 | 1.09% | +0.18% | +0.90% | |
| 24 | DE | Deere & Co | 股票-工業 | 1.07% | +0.03% | +0.13% | |
| 25 | NSC | Norfolk Southern CORP | 股票-工業 | 1.04% | -0.03% | -0.80% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.99% | -0.14% | +4.34% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | +0.14% | -1.04% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.90% | — | +0.28% | |
| 29 | MCHP | Microchip Technology Inc | 股票-科技 | 0.89% | +0.07% | +1.10% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | -0.08% | +2.08% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.83% | +0.28% | -2.37% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工業 | 0.79% | -0.15% | +4.19% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.74% | -0.09% | -1.21% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.74% | -0.07% | +11.49% | |
| 35 | ETN | Eaton Corporation plc | 股票-工業 | 0.72% | +0.04% | +7.18% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.71% | +1.07% | +4.68% | |
| 37 | MCK | Mckesson CORP | 股票-醫療保健 | 0.68% | -0.19% | -1.75% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 0.66% | -0.15% | +2.21% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | -0.11% | +2.59% | |
| 40 | WM | Waste Management Inc | 股票-工業 | 0.62% | -0.06% | +2.30% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.62% | -0.01% | +2.24% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | +0.11% | +21.35% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | — | +3.03% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.60% | -0.09% | -1.22% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.59% | -0.06% | -2.96% | |
| 46 | ADI | Analog Devices Inc | 股票-科技 | 0.58% | +0.06% | +0.73% | |
| 47 | PFE | Pfizer Inc | 股票-醫療保健 | 0.58% | -0.08% | +3.49% | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.56% | +0.32% | +2.55% | |
| 49 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.54% | -0.09% | -5.61% | |
| 50 | GD | General Dynamics CORP | 股票-工業 | 0.54% | -0.01% | +7.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.3% | +0.66% | 加碼 |
| 2 | AAPL | Apple Inc | +0.2% | -0.63% | 減碼 |
| 3 | WELL | Welltower Inc | +0.2% | -1.44% | 減碼 |
| 4 | MCD | Mcdonald's CORP | +0.2% | +0.31% | 加碼 |
| 5 | HD | Home Depot Inc | +0.2% | +2.90% | 加碼 |
| 6 | LMT | Lockheed Martin CORP | +0.1% | +4.19% | 加碼 |
| 7 | LOW | Lowe's Cos Inc | +0.1% | -0.99% | 減碼 |
| 8 | BX | Blackstone Inc | +0.1% | +23.30% | 加碼 |
| 9 | ABBV | Abbvie Inc | +0.1% | +1.63% | 加碼 |
| 10 | MA | Mastercard Inc - A | +0.1% | +11.49% | 加碼 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +21.35% | 加碼 |
| 12 | GLD | Spdr Gold Shares | +0.1% | +46.19% | 加碼 |
| 13 | NSC | Norfolk Southern CORP | +0.1% | -0.80% | 減碼 |
| 14 | NEE | Nextera Energy Inc | +0.1% | -1.21% | 減碼 |
| 15 | ICE | Intercontinental Exchange In | +0.1% | +2.21% | 加碼 |
| 16 | RTX | Rtx CORP | +0.1% | -1.22% | 減碼 |
| 17 | CAT | Caterpillar Inc | +0.1% | +2.55% | 加碼 |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.1% | +12.70% | 加碼 |
| 19 | AVGO | Broadcom Inc | +0.1% | +1045.57% | 加碼 |
| 20 | BMY | Bristol-myers Squibb Co | +0.1% | +9.63% | 加碼 |
| 21 | ACN | Accenture plc | +0.1% | +37.68% | 加碼 |
| 22 | DHR | Danaher CORP | +0.1% | -0.07% | 減碼 |
| 23 | DE | Deere & Co | +0.1% | +0.13% | 加碼 |
| 24 | KO | Coca-cola Co/the | +0.1% | +0.28% | 加碼 |
| 25 | JNJ | Johnson & Johnson | +0.1% | +2.08% | 加碼 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +2.59% | 加碼 |
| 27 | ETN | Eaton Corporation plc | +0.1% | +7.18% | 加碼 |
| 28 | BLKCHF | Blackrock Inc | +0.1% | +12.08% | 加碼 |
| 29 | GIS | General Mills Inc | +0.1% | +6.02% | 加碼 |
| 30 | IBM | Intl Business Machines CORP | 0% | -8.27% | 減碼 |
| 31 | AXP | American Express Co | 0% | +0.52% | 加碼 |
| 32 | AMZN | Amazon.com Inc | 0% | +12.45% | 加碼 |
| 33 | ABT | Abbott Laboratories | 0% | -0.53% | 減碼 |
| 34 | COST | Costco Wholesale CORP | 0% | +4.34% | 加碼 |
| 35 | CSCO | Cisco Systems Inc | 0% | -2.37% | 減碼 |
| 36 | PG | Procter & Gamble Co/the | 0% | +2.25% | 加碼 |
| 37 | AMGN | Amgen Inc | 0% | +4.14% | 加碼 |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | +0.28% | 加碼 |
| 39 | LRCXEUR | Lam Research CORP | -0.1% | +2.42% | 加碼 |
| 40 | INTC | Intel CORP | -0.2% | -5.22% | 減碼 |
| 41 | GOOG | Alphabet Inc-cl C | -0.2% | -1.04% | 減碼 |
| 42 | CVX | Chevron CORP | -0.2% | +1.33% | 加碼 |
| 43 | MRK | Merck & Co. Inc. | -0.2% | +0.44% | 加碼 |
| 44 | MCHP | Microchip Technology Inc | -0.2% | +1.10% | 加碼 |
| 45 | MCK | Mckesson CORP | -0.2% | -1.75% | 減碼 |
| 46 | NVDA | Nvidia CORP | -0.2% | -1.82% | 減碼 |
| 47 | QCOM | Qualcomm Inc | -0.3% | +0.90% | 加碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.3% | +3.45% | 加碼 |
| 49 | LLY | Eli Lilly & Co | -0.3% | +0.12% | 加碼 |
| 50 | MSFT | Microsoft CORP | -1% | -0.72% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Trust Co Of Toledo NA /oh/ 在 Q3 2024 季度的美股持倉總市值約為 US$12.0億，共申報了 239 個公開持股部位。
在 Q3 2024 季度，Trust Co Of Toledo NA /oh/ 按市值排列的前三大核心持股分別為：MSFT (8.5%)、AAPL (7.0%)、LLY (3.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.5% 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。
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$6598.9萬
在 Q3 2024 季度中，Trust Co Of Toledo NA /oh/ 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 35 個部位、減碼 15 個部位以及清倉 0 個部位。
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。