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: 0001548392
申報總市值
US$105.1億
US$105.1億
986 檔
19.5%
根據最新整理的 13F 季度數據集，Utah Retirement Systems 於 Q3 2024 結束時的管理資產規模為 US$105.1億。該機構在本季度申報了 986 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Utah Retirement Systems 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 150 個既有持股進行加碼（合計增持 154 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, NVDA）占據了總市值的 19.5%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 986 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 | AAPL | Apple Inc | 股票-科技 | 6.33% | -0.04% | +0.45% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.98% | -0.56% | +0.45% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.31% | -0.04% | -1.16% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.23% | +0.02% | +0.45% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.34% | -0.29% | +0.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.82% | +0.23% | +0.44% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.54% | +0.17% | +0.43% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.46% | +0.16% | +904.54% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.36% | +0.03% | +0.44% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.32% | +0.16% | -5.49% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | -0.07% | +0.54% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | -0.07% | +0.44% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.00% | +0.13% | +0.44% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -0.37% | +0.45% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | -0.03% | +0.46% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | -0.07% | +0.41% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.76% | -0.07% | +0.44% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.75% | -0.03% | +0.43% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | -0.14% | +0.45% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | -0.10% | +0.45% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 0.65% | -0.18% | +0.43% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.65% | — | +0.45% | |
| 23 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.58% | — | +0.04% | |
| 24 | NFLX | Netflix Inc | 股票-通訊服務 | 0.57% | -0.25% | +0.37% | |
| 25 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.54% | -0.04% | +0.45% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.52% | -0.03% | +0.45% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | +0.01% | +0.44% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.05% | +0.42% | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 0.49% | +0.82% | +0.45% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.48% | -0.10% | +0.45% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.20% | +0.42% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.44% | -0.04% | +0.51% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.44% | -0.08% | +0.44% | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 0.43% | -0.05% | -0.64% | |
| 35 | LIN | Linde plc | 股票-原物料 | 0.43% | -0.04% | +0.51% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.41% | -0.09% | +0.48% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.41% | -0.09% | +0.42% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.40% | +0.16% | +0.43% | |
| 39 | GE | General Electric | 股票-工業 | 0.38% | +0.07% | +0.33% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | +0.01% | +0.46% | |
| 41 | UDR | Udr Inc | 股票-房地產 | 0.37% | — | — | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | -0.04% | +0.45% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.37% | -0.07% | +0.46% | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.36% | +0.15% | +0.50% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.05% | +0.38% | |
| 46 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.35% | -0.09% | +0.45% | |
| 47 | PM | Philip Morris International | 股票-非循環性消費 | 0.35% | -0.02% | +0.43% | |
| 48 | GRNT | Granite Ridge Resources Inc | 股票-其他 | 0.35% | -0.09% | — | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.35% | +0.10% | +0.33% | |
| 50 | NOW | Servicenow Inc | 股票-科技 | 0.34% | -0.04% | +0.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +0.45% | 加碼 |
| 2 | TSLA | Tesla Inc | +0.3% | +0.44% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +0.44% | 加碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.54% | 加碼 |
| 5 | UNH | Unitedhealth Group Inc | +0.1% | +0.44% | 加碼 |
| 6 | HD | Home Depot Inc | +0.1% | +0.43% | 加碼 |
| 7 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | 新建倉 |
| 8 | WMT | Walmart Inc | +0.1% | +0.43% | 加碼 |
| 9 | ORCL | Oracle CORP | +0.1% | +0.42% | 加碼 |
| 10 | IBM | Intl Business Machines CORP | +0.1% | +0.46% | 加碼 |
| 11 | ABBV | Abbvie Inc | +0.1% | +0.45% | 加碼 |
| 12 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 13 | MA | Mastercard Inc - A | +0.1% | +0.44% | 加碼 |
| 14 | MCD | Mcdonald's CORP | +0.1% | +0.42% | 加碼 |
| 15 | KVUE | Kenvue Inc | +0.1% | +126.79% | 加碼 |
| 16 | JNJ | Johnson & Johnson | 0% | +0.45% | 加碼 |
| 17 | KO | Coca-cola Co/the | 0% | +0.45% | 加碼 |
| 18 | GE | General Electric | 0% | +0.33% | 加碼 |
| 19 | ACN | Accenture plc | 0% | +0.48% | 加碼 |
| 20 | PM | Philip Morris International | 0% | +0.43% | 加碼 |
| 21 | LOW | Lowe's Cos Inc | 0% | +0.53% | 加碼 |
| 22 | CAT | Caterpillar Inc | 0% | +0.50% | 加碼 |
| 23 | NEE | Nextera Energy Inc | 0% | +0.47% | 加碼 |
| 24 | RTX | Rtx CORP | 0% | +0.46% | 加碼 |
| 25 | PGR | Progressive CORP | 0% | +0.42% | 加碼 |
| 26 | PLTR | Palantir Technologies Inc-a | 0% | +0.36% | 加碼 |
| 27 | GEV | GE Vernova Inc | 0% | +0.45% | 加碼 |
| 28 | SBUX | Starbucks CORP | 0% | +0.37% | 加碼 |
| 29 | BMY | Bristol-myers Squibb Co | 0% | +0.39% | 加碼 |
| 30 | AVGO | Broadcom Inc | 0% | +904.54% | 加碼 |
| 31 | TMO | Thermo Fisher Scientific Inc | 0% | +0.51% | 加碼 |
| 32 | LMT | Lockheed Martin CORP | 0% | +0.37% | 加碼 |
| 33 | BLKCHF | Blackrock Inc | 0% | +0.33% | 加碼 |
| 34 | SPGI | S&p Global Inc | 0% | +0.33% | 加碼 |
| 35 | T | At&t Inc | 0% | — | 不變 |
| 36 | BX | Blackstone Inc | 0% | -0.60% | 減碼 |
| 37 | SHW | Sherwin-williams Co/the | 0% | +0.52% | 加碼 |
| 38 | GILD | Gilead Sciences Inc | 0% | +0.39% | 加碼 |
| 39 | PYPL | Paypal Holdings Inc | 0% | -1.86% | 減碼 |
| 40 | MMM | 3m Co | 0% | +0.33% | 加碼 |
| 41 | CEG | Constellation Energy | 0% | +0.39% | 加碼 |
| 42 | DELL | Dell Technologies -c | 0% | +164.71% | 加碼 |
| 43 | SW | Smurfit Westrock Plc | 0% | NEW | 新建倉 |
| 44 | ELS | Equity Lifestyle Properties | 0% | +113.58% | 加碼 |
| 45 | DHI | Dr Horton Inc | 0% | +0.41% | 加碼 |
| 46 | CARR | Carrier Global CORP | 0% | +0.36% | 加碼 |
| 47 | EME | Emcor Group Inc | 0% | +211.12% | 加碼 |
| 48 | CVNA | Carvana Co | 0% | +219.64% | 加碼 |
| 49 | AVB | Avalonbay Communities Inc | 0% | +0.04% | 加碼 |
| 50 | CSCO | Cisco Systems Inc | 0% | +0.43% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Utah Retirement Systems 在 Q3 2024 季度的美股持倉總市值約為 US$105.1億，共申報了 986 個公開持股部位。
在 Q3 2024 季度，Utah Retirement Systems 按市值排列的前三大核心持股分別為：AAPL (6.3%)、MSFT (6.0%)、NVDA (5.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.3% 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
IWB
市值: US$664.9萬
本季最大獲利了結 / 清倉標的
HYG
前期市值: US$5350.1萬
在 Q3 2024 季度中，Utah Retirement Systems 共進行了 185 項持倉異動，包含新建倉 4 個部位、加碼 150 個部位、減碼 25 個部位以及清倉 6 個部位。 其中最大新建倉標的為 IWB。 本季清倉部位包含 HYG。
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。