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: 0001063571
申報總市值
US$50.2億
US$50.2億
217 檔
9.6%
在 Q3 2024 的 13F 官方備案中，Vaughan David Investments Llc/il 管理的美股投資組合規模來到 US$50.2億，整體持股檔數為 217 檔。
Vaughan David Investments Llc/il 於 Q3 2024 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 32 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Vaughan David Investments Llc/il 的前 5 大核心持股（包含 MSFT, , ORCL 等）合計佔整體申報市值的 9.6%，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 217 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 | 3.03% | -0.10% | -0.83% | |
| 2 | ✓ | 股票-其他 | 2.27% | — | +874.25% | ||
| 3 | ORCL | Oracle CORP | 股票-科技 | 2.19% | -0.11% | -0.92% | |
| 4 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.87% | +0.40% | -0.34% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | +0.09% | -0.82% | |
| 6 | DE | Deere & Co | 股票-工業 | 1.63% | +0.10% | +0.07% | |
| 7 | ✓ | 股票-其他 | 1.61% | — | -0.53% | ||
| 8 | AXP | American Express Co | 股票-金融 | 1.60% | +0.08% | -0.95% | |
| 9 | ETN | Eaton Corporation plc | 股票-工業 | 1.53% | +0.15% | -0.28% | |
| 10 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 1.51% | -0.03% | -0.61% | |
| 11 | ✓ | 股票-其他 | 1.49% | — | -2.52% | ||
| 12 | ✓ | 股票-其他 | 1.40% | — | -0.30% | ||
| 13 | ✓ | 股票-其他 | 1.34% | — | +0.29% | ||
| 14 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.30% | -0.08% | -0.26% | |
| 15 | AMGN | Amgen Inc | 股票-醫療保健 | 1.30% | -0.02% | +0.04% | |
| 16 | RF | Regions Financial CORP | 股票-金融 | 1.30% | -0.86% | -0.74% | |
| 17 | RGA | Reinsurance Group Of America | 股票-金融 | 1.23% | -0.01% | +0.29% | |
| 18 | COP | Conocophillips | 股票-能源 | 1.23% | -0.38% | +0.94% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.20% | -0.04% | +0.10% | |
| 20 | ✓ | 股票-其他 | 1.20% | — | — | ||
| 21 | ALL | Allstate CORP | 股票-金融 | 1.19% | +0.08% | -0.24% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工業 | 1.18% | -0.22% | +0.15% | |
| 23 | SO | Southern Co/the | 股票-公用事業 | 1.18% | -0.07% | -0.29% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.17% | +0.01% | +0.35% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.17% | +0.60% | +0.40% | |
| 26 | LRCX | Lam Research CORP | 股票-科技 | 1.17% | +1.90% | — | |
| 27 | ETR | Entergy CORP | 股票-公用事業 | 1.16% | -0.08% | +1.79% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.15% | -0.04% | +0.61% | |
| 29 | RMD | Resmed Inc | 股票-醫療保健 | 1.15% | -0.16% | +3.11% | |
| 30 | HON | Honeywell International Inc | 股票-工業 | 1.14% | -1.18% | EXIT | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.13% | -0.10% | +0.99% | |
| 32 | CI | THE Cigna Group | 股票-醫療保健 | 1.13% | -0.01% | -0.06% | |
| 33 | FE | Firstenergy CORP | 股票-公用事業 | 1.12% | -0.01% | +0.75% | |
| 34 | AEP | American Electric Power | 股票-公用事業 | 1.12% | -0.02% | +0.32% | |
| 35 | ✓ | 股票-其他 | 1.11% | — | -3.50% | ||
| 36 | WMB | Williams Cos Inc | 股票-能源 | 1.10% | -0.05% | +0.41% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 1.09% | -0.34% | +2.14% | |
| 38 | ✓ | 股票-其他 | 1.08% | — | +0.52% | ||
| 39 | PNC | Pnc Financial Services Group | 股票-金融 | 1.08% | +0.02% | +0.19% | |
| 40 | ✓ | 股票-其他 | 1.08% | — | +2.46% | ||
| 41 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.07% | -0.16% | +0.77% | |
| 42 | ✓ | 股票-其他 | 1.07% | — | +1.52% | ||
| 43 | ICE | Intercontinental Exchange In | 股票-金融 | 1.07% | -0.23% | +0.72% | |
| 44 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.06% | — | +0.35% | |
| 45 | NI | Nisource Inc | 股票-公用事業 | 1.05% | -0.04% | +2.37% | |
| 46 | OMC | Omnicom Group | 股票-通訊服務 | 1.05% | -0.05% | +0.75% | |
| 47 | ✓ | 股票-其他 | 1.05% | — | +0.36% | ||
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.04% | +0.02% | +0.22% | |
| 49 | ✓ | 股票-其他 | 1.03% | — | +1.68% | ||
| 50 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.02% | -0.06% | +1.52% |
| # | 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 | LRCX | Lam Research CORP | +1.2% | NEW | 新建倉 |
| 3 | ZTS | Zoetis Inc | +0.9% | NEW | 新建倉 |
| 4 | LNG | Cheniere Energy Inc | +0.8% | NEW | 新建倉 |
| 5 | RMD | Resmed Inc | +0.2% | +3.11% | 加碼 |
| 6 | ORCL | Oracle CORP | +0.2% | -0.92% | 減碼 |
| 7 | SWK | Stanley Black & Decker Inc | +0.2% | +1.47% | 加碼 |
| 8 | LMT | Lockheed Martin CORP | +0.1% | +0.15% | 加碼 |
| 9 | ETR | Entergy CORP | +0.1% | +1.79% | 加碼 |
| 10 | CEG | Constellation Energy | +0.1% | — | 減碼 |
| 11 | WEC | Wec Energy Group Inc | +0.1% | — | 加碼 |
| 12 | NEE | Nextera Energy Inc | +0.1% | — | 加碼 |
| 13 | XEL | Xcel Energy Inc | +0.1% | +1.52% | 加碼 |
| 14 | NI | Nisource Inc | +0.1% | +2.37% | 加碼 |
| 15 | ALL | Allstate CORP | +0.1% | -0.24% | 減碼 |
| 16 | LNT | Alliant Energy CORP | +0.1% | +0.35% | 加碼 |
| 17 | APD | Air Products & Chemicals Inc | +0.1% | +5.48% | 加碼 |
| 18 | AXP | American Express Co | +0.1% | -0.95% | 減碼 |
| 19 | HD | Home Depot Inc | +0.1% | +0.35% | 加碼 |
| 20 | ACN | Accenture plc | +0.1% | — | 加碼 |
| 21 | PNC | Pnc Financial Services Group | +0.1% | +0.19% | 加碼 |
| 22 | PM | Philip Morris International | +0.1% | +0.10% | 加碼 |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | -0.34% | 減碼 |
| 24 | SPGI | S&p Global Inc | +0.1% | — | 減碼 |
| 25 | AEP | American Electric Power | +0.1% | +0.32% | 加碼 |
| 26 | ICE | Intercontinental Exchange In | +0.1% | +0.72% | 加碼 |
| 27 | FE | Firstenergy CORP | +0.1% | +0.75% | 加碼 |
| 28 | D | Dominion Energy Inc | +0.1% | +3.76% | 加碼 |
| 29 | ABBV | Abbvie Inc | +0.1% | — | 減碼 |
| 30 | RF | Regions Financial CORP | +0.1% | -0.74% | 減碼 |
| 31 | SO | Southern Co/the | +0.1% | -0.29% | 減碼 |
| 32 | DTE | Dte Energy Company | +0.1% | +1.06% | 加碼 |
| 33 | OMC | Omnicom Group | +0.1% | +0.75% | 加碼 |
| 34 | DUK | Duke Energy CORP | +0.1% | — | 加碼 |
| 35 | T | At&t Inc | +0.1% | +1.00% | 加碼 |
| 36 | GIS | General Mills Inc | +0.1% | +0.56% | 加碼 |
| 37 | EXC | Exelon CORP | +0.1% | +0.21% | 加碼 |
| 38 | MDT | Medtronic plc | +0.1% | — | 加碼 |
| 39 | GS | Goldman Sachs Group Inc | 0% | +4.28% | 加碼 |
| 40 | USB | US Bancorp | 0% | +0.61% | 加碼 |
| 41 | DOX | Amdocs Limited | 0% | — | 加碼 |
| 42 | DE | Deere & Co | 0% | +0.07% | 加碼 |
| 43 | CSCO | Cisco Systems Inc | 0% | +0.40% | 加碼 |
| 44 | KO | Coca-cola Co/the | 0% | +0.22% | 加碼 |
| 45 | JNJ | Johnson & Johnson | 0% | +0.61% | 加碼 |
| 46 | MSFT | Microsoft CORP | -0.5% | -0.83% | 減碼 |
| 47 | ENB | Enbridge Inc | -0.8% | — | 減碼 |
| 48 | EMN | Eastman Chemical Co | -0.8% | -98.29% | 減碼 |
| 49 | BLKCHF | Blackrock Inc | -1.1% | EXIT | 清倉 |
| 50 | LRCXEUR | Lam Research CORP | -1.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Vaughan David Investments Llc/il 在 Q3 2024 季度的美股持倉總市值約為 US$50.2億，共申報了 217 個公開持股部位。
在 Q3 2024 季度，Vaughan David Investments Llc/il 按市值排列的前三大核心持股分別為：MSFT (3.0%)、 (2.3%)、ORCL (2.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.0% 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$5223.9萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$6530.6萬
在 Q3 2024 季度中，Vaughan David Investments Llc/il 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 32 個部位、減碼 12 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 LRCXEUR。
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。