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: 0001542108
申報總市值
US$14.5億
US$14.5億
131 檔
13.7%
在 Q4 2024 的 13F 官方備案中，Verity & Verity, LLC 管理的美股投資組合規模來到 US$14.5億，整體持股檔數為 131 檔。
Q4 2024 數據顯示 Verity & Verity, LLC 積極進場，新開立 22 個部位並同步加碼 85 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AVGO, GILD, GLW）累計市值佔比達 13.7%，是驅動 Verity & Verity, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 6.37% | +0.49% | +5.40% | |
| 2 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 3.19% | -0.46% | +2.93% | |
| 3 | GLW | Corning Inc | 股票-科技 | 2.88% | +0.26% | +2.75% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.15% | +11.17% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.87% | +0.10% | +4.69% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.79% | +0.23% | +5.23% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.75% | +0.05% | +10.50% | |
| 8 | RTX | Rtx CORP | 股票-工業 | 2.54% | -0.26% | +6.72% | |
| 9 | OKE | Oneok Inc | 股票-能源 | 2.53% | -0.23% | +5.81% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.51% | -0.71% | +7.13% | |
| 11 | STT | State Street CORP | 股票-金融 | 2.25% | +0.63% | +4.91% | |
| 12 | AMGN | Amgen Inc | 股票-醫療保健 | 2.20% | -0.11% | +5.59% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 2.17% | +0.12% | +4.95% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 2.14% | -0.12% | +12.04% | |
| 15 | ENB | Enbridge Inc | 股票-能源 | 2.08% | -0.20% | +8.39% | |
| 16 | PRU | Prudential Financial Inc | 股票-金融 | 1.98% | -0.21% | +5.05% | |
| 17 | UPS | United Parcel Service-cl B | 股票-工業 | 1.91% | +0.02% | +27.90% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 1.83% | -0.09% | +11.20% | |
| 19 | OGE | Oge Energy CORP | 股票-公用事業 | 1.79% | -0.03% | -7.74% | |
| 20 | MET | Metlife Inc | 股票-金融 | 1.78% | +0.15% | +4.42% | |
| 21 | TFC | Truist Financial CORP | 股票-金融 | 1.68% | -0.01% | +9.63% | |
| 22 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.59% | — | +74.36% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.55% | -0.37% | +8.74% | |
| 24 | TGT | Target CORP | 股票-循環性消費 | 1.53% | — | +7.84% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.53% | -0.02% | +207.53% | |
| 26 | SO | Southern Co/the | 股票-公用事業 | 1.52% | -0.07% | +2.76% | |
| 27 | PFE | Pfizer Inc | 股票-醫療保健 | 1.48% | -0.55% | -8.69% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工業 | 1.45% | -0.34% | +10.66% | |
| 29 | MO | Altria Group Inc | 股票-非循環性消費 | 1.43% | +0.01% | +9.53% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | -0.09% | +10.46% | |
| 31 | VICI | Vici Properties Inc | 股票-房地產 | 1.33% | -0.20% | +16.83% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.32% | -0.16% | +11.80% | |
| 33 | MDT | Medtronic plc | 股票-醫療保健 | 1.30% | -0.17% | +1.52% | |
| 34 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.29% | +0.67% | +7.89% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.28% | -0.26% | +6.13% | |
| 36 | FNF | Fidelity National Financial | 股票-金融 | 1.23% | -0.06% | +4.41% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.23% | -0.05% | +13.28% | |
| 38 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.18% | -0.45% | +12.81% | |
| 39 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.17% | -0.04% | +2.82% | |
| 40 | CMI | Cummins Inc | 股票-工業 | 1.12% | +0.29% | +1.59% | |
| 41 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.11% | +0.07% | +9.66% | |
| 42 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.08% | -0.01% | +3.92% | |
| 43 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.99% | +0.07% | +8.80% | |
| 44 | NNN | Nnn Reit Inc | 股票-房地產 | 0.99% | +0.04% | +8.74% | |
| 45 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.95% | -0.02% | -10.23% | |
| 46 | PSX | Phillips 66 | 股票-能源 | 0.94% | -0.23% | +33.64% | |
| 47 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.94% | +0.57% | — | |
| 48 | PLD | Prologis Inc | 股票-房地產 | 0.92% | -0.10% | -8.08% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.89% | -0.46% | +4.93% | |
| 50 | HD | Home Depot Inc | 股票-循環性消費 | 0.88% | +0.53% | +28.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.6% | +5.40% | 加碼 |
| 2 | VYM | Vanguard High Dvd Yield ETF | +1% | +207.53% | 加碼 |
| 3 | WEC | Wec Energy Group Inc | +0.9% | NEW | 新建倉 |
| 4 | IYZ | Ishares US Telecommunication | +0.6% | NEW | 新建倉 |
| 5 | JPM | Jpmorgan Chase & Co | +0.4% | +10.50% | 加碼 |
| 6 | LYB | LyondellBasell Industries N.V. | +0.3% | +74.36% | 加碼 |
| 7 | CSCO | Cisco Systems Inc | +0.3% | +12.04% | 加碼 |
| 8 | OKE | Oneok Inc | +0.2% | +5.81% | 加碼 |
| 9 | UPS | United Parcel Service-cl B | +0.2% | +27.90% | 加碼 |
| 10 | BX | Blackstone Inc | +0.2% | NEW | 新建倉 |
| 11 | PH | Parker Hannifin CORP | +0.2% | +836.22% | 加碼 |
| 12 | GILD | Gilead Sciences Inc | +0.2% | +2.93% | 加碼 |
| 13 | STT | State Street CORP | +0.2% | +4.91% | 加碼 |
| 14 | ORCL | Oracle CORP | +0.1% | +260.36% | 加碼 |
| 15 | AAPL | Apple Inc | +0.1% | +4.69% | 加碼 |
| 16 | HD | Home Depot Inc | +0.1% | +28.41% | 加碼 |
| 17 | PM | Philip Morris International | +0.1% | +72.89% | 加碼 |
| 18 | CPSS | Consumer Portfolio Services | +0.1% | NEW | 新建倉 |
| 19 | ENB | Enbridge Inc | +0.1% | +8.39% | 加碼 |
| 20 | WMT | Walmart Inc | +0.1% | +90.40% | 加碼 |
| 21 | MS | Morgan Stanley | +0.1% | NEW | 新建倉 |
| 22 | MCD | Mcdonald's CORP | +0.1% | NEW | 新建倉 |
| 23 | AMP | Ameriprise Financial Inc | +0.1% | +2.82% | 加碼 |
| 24 | ACN | Accenture plc | +0.1% | +62.71% | 加碼 |
| 25 | V | Visa Inc-class A Shares | +0.1% | +137.69% | 加碼 |
| 26 | FIS | Fidelity National Info Serv | +0.1% | +35.87% | 加碼 |
| 27 | KO | Coca-cola Co/the | +0.1% | +59.61% | 加碼 |
| 28 | EPD | Enterprise Products Partners | +0.1% | +30.76% | 加碼 |
| 29 | CINF | Cincinnati Financial CORP | +0.1% | +7.89% | 加碼 |
| 30 | PSX | Phillips 66 | +0.1% | +33.64% | 加碼 |
| 31 | ES | Eversource Energy | +0.1% | NEW | 新建倉 |
| 32 | MO | Altria Group Inc | +0.1% | +9.53% | 加碼 |
| 33 | ABT | Abbott Laboratories | +0.1% | +18.16% | 加碼 |
| 34 | WSO | Watsco Inc | +0.1% | NEW | 新建倉 |
| 35 | ITW | Illinois Tool Works | +0.1% | +307.51% | 加碼 |
| 36 | HBAN | Huntington Bancshares Inc | +0.1% | NEW | 新建倉 |
| 37 | DUK | Duke Energy CORP | +0.1% | NEW | 新建倉 |
| 38 | MSFT | Microsoft CORP | +0.1% | +11.17% | 加碼 |
| 39 | TFC | Truist Financial CORP | +0.1% | +9.63% | 加碼 |
| 40 | AXP | American Express Co | 0% | +75.36% | 加碼 |
| 41 | OMC | Omnicom Group | 0% | NEW | 新建倉 |
| 42 | FAST | Fastenal Co | 0% | NEW | 新建倉 |
| 43 | NKE | Nike Inc -cl B | 0% | NEW | 新建倉 |
| 44 | PG | Procter & Gamble Co/the | 0% | +13.28% | 加碼 |
| 45 | KVUE | Kenvue Inc | 0% | +112.61% | 加碼 |
| 46 | BF-B | Brown-forman Corp-class B | 0% | NEW | 新建倉 |
| 47 | GOOGL | Alphabet Inc-cl A | 0% | NEW | 新建倉 |
| 48 | TSLA | Tesla Inc | 0% | NEW | 新建倉 |
| 49 | CFG | Citizens Financial Group | 0% | NEW | 新建倉 |
| 50 | ROK | Rockwell Automation Inc | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Verity & Verity, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$14.5億，共申報了 131 個公開持股部位。
在 Q4 2024 季度，Verity & Verity, LLC 按市值排列的前三大核心持股分別為：AVGO (6.4%)、GILD (3.2%)、GLW (2.9%)。其中最大持股部位 AVGO 佔據整體投資組合約 6.4% 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
WEC
市值: US$1027.2萬
本季最大獲利了結 / 清倉標的
SWKS
前期市值: US$809.6萬
在 Q4 2024 季度中，Verity & Verity, LLC 共進行了 125 項持倉異動，包含新建倉 22 個部位、加碼 85 個部位、減碼 11 個部位以及清倉 7 個部位。 其中最大新建倉標的為 WEC。 本季清倉部位包含 SWKS。
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。